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Lenaz
Long term investor.
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Lenaz
2021-08-09
Pls like and comment, thank you ?
AMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target
Lenaz
2021-09-20
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4 Stocks Insiders Are Selling
Lenaz
2021-09-17
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AMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry
Lenaz
2021-09-10
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Lenaz
2021-08-03
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EV stocks tumbled in morning trading
Lenaz
2022-01-03
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If I Could Buy Only 1 Stock in 2022, This Would Be It
Lenaz
2021-08-15
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AMD, Intel, And Nvidia: Which Is The Best Chip Stock?
Lenaz
2021-03-29
Hold strong and for the long term ??
ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors
Lenaz
2022-01-06
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Lenaz
2021-07-30
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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, 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/397976887414928","repostId":"312211255341056","repostType":1,"repost":{"id":312211255341056,"gmtCreate":1717242110871,"gmtModify":1717297802015,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF_Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667646990931","authorIdStr":"3527667646990931"},"themes":[],"title":"Best Low-Dividend S&P 500 and NASDAQ 100 ETFs for Singapore Investors","htmlText":"Warren Buffett has repeatedly stated that investing in the S&P 500 index fund is one of the best long-term investment strategies for ordinary investors. He believes that by investing in the S&P 500 index, investors can benefit from the long-term growth of the U.S. economy. S&P 500 index funds and ETFs are not only low-cost but also highly diversified, making them ideal tools for investors seeking stable returns.Recently, a Singaporean friend asked if there are any S&P 500 or NASDAQ 100 ETFs that do not pay dividends. This is because Singaporean investors face a 30% withholding tax on dividends but no capital gains tax. For Singaporean investors, choosing ETFs that do not pay dividends or pay minimal dividends is particularly important.To be honest,it might be relatively dif","listText":"Warren Buffett has repeatedly stated that investing in the S&P 500 index fund is one of the best long-term investment strategies for ordinary investors. He believes that by investing in the S&P 500 index, investors can benefit from the long-term growth of the U.S. economy. S&P 500 index funds and ETFs are not only low-cost but also highly diversified, making them ideal tools for investors seeking stable returns.Recently, a Singaporean friend asked if there are any S&P 500 or NASDAQ 100 ETFs that do not pay dividends. This is because Singaporean investors face a 30% withholding tax on dividends but no capital gains tax. For Singaporean investors, choosing ETFs that do not pay dividends or pay minimal dividends is particularly important.To be honest,it might be relatively dif","text":"Warren Buffett has repeatedly stated that investing in the S&P 500 index fund is one of the best long-term investment strategies for ordinary investors. He believes that by investing in the S&P 500 index, investors can benefit from the long-term growth of the U.S. economy. S&P 500 index funds and ETFs are not only low-cost but also highly diversified, making them ideal tools for investors seeking stable returns.Recently, a Singaporean friend asked if there are any S&P 500 or NASDAQ 100 ETFs that do not pay dividends. This is because Singaporean investors face a 30% withholding tax on dividends but no capital gains tax. For Singaporean investors, choosing ETFs that do not pay dividends or pay minimal dividends is particularly important.To be honest,it might be relatively dif","images":[{"img":"https://community-static.tradeup.com/news/7e0cac5f286c95d1ca17e34effd9e62f","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312211255341056","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095168800,"gmtCreate":1644852610213,"gmtModify":1676533968303,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095168800","repostId":"9092806387","repostType":1,"repost":{"id":9092806387,"gmtCreate":1644572606850,"gmtModify":1676533942447,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104455119105420","authorIdStr":"4104455119105420"},"themes":[],"title":"What is an Option?——learn about Call and put","htmlText":"\n \n \n What’s an option, you ask?Let’s start with the simple definition: a “stock option” is a contract to buy or sell a particular stock at a specified price for a limited period of time.Make good use of options to diversify and enrich your investments. Learn from me now!Suppose there is a guy, call him Tim if you will.Tim says, \"I will allow you to buy 100 Tesla shares from me at the price of USD 1200 a share at any time in the next 30 days, on the condition that you give me USD 100 now.If you don't want to buy the shares in the end, you will not get the USD 100 back.\" What do you think?First of all, of course, check the current Tesla price, and then evaluate the possibility that Tesla's share price will exceed USD 1200 within 30 days.If you think everything looks good, you pay USD 100 and a co\n \n","listText":"What’s an option, you ask?Let’s start with the simple definition: a “stock option” is a contract to buy or sell a particular stock at a specified price for a limited period of time.Make good use of options to diversify and enrich your investments. Learn from me now!Suppose there is a guy, call him Tim if you will.Tim says, \"I will allow you to buy 100 Tesla shares from me at the price of USD 1200 a share at any time in the next 30 days, on the condition that you give me USD 100 now.If you don't want to buy the shares in the end, you will not get the USD 100 back.\" What do you think?First of all, of course, check the current Tesla price, and then evaluate the possibility that Tesla's share price will exceed USD 1200 within 30 days.If you think everything looks good, you pay USD 100 and a co","text":"What’s an option, you ask?Let’s start with the simple definition: a “stock option” is a contract to buy or sell a particular stock at a specified price for a limited period of time.Make good use of options to diversify and enrich your investments. Learn from me now!Suppose there is a guy, call him Tim if you will.Tim says, \"I will allow you to buy 100 Tesla shares from me at the price of USD 1200 a share at any time in the next 30 days, on the condition that you give me USD 100 now.If you don't want to buy the shares in the end, you will not get the USD 100 back.\" What do you think?First of all, of course, check the current Tesla price, and then evaluate the possibility that Tesla's share price will exceed USD 1200 within 30 days.If you think everything looks good, you pay USD 100 and a co","images":[{"img":"https://static.tigerbbs.com/e97ee02137a500800bf18da1e327fccc","width":"1779","height":"879"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092806387","isVote":1,"tweetType":2,"object":{"id":"4cd402a54ea749cb8a922949b011e362","tweetId":"9092806387","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/9b5d9f4f387702295921196012/6AMADs2lCJwA.mp4","poster":"https://static.tigerbbs.com/f05c8033fcebd07657d2cd1c7e8bf892"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095163049,"gmtCreate":1644852332409,"gmtModify":1676533968232,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"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":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095163049","repostId":"9092892439","repostType":1,"repost":{"id":9092892439,"gmtCreate":1644576370196,"gmtModify":1676533942631,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"If your partner were a stock, what kind of stock would he/she be ?","htmlText":"Hey, Tigers! Valentine's day is coming,I would like to invite Tiger friends to talk about: If your partner were a stock, what kind of stock would he/she be ?Your relationship is probably a lot like the stock market.Specifically, relationship is probably filled with high highs and low lows which, as we all know, is par for the course with investing in the stock market. On any given day you could feel total despair and want to get out as you see your stocks plummeting. Or you could feel like a king of the world as you watch your investments get bullish. So goes relationships. I would like to invite Tiger friends to talk about: If your partner were a stock, what kind of stock would he/she be ? 🎁Prizes All Tigers who leave a message in the following post will receive 30 Tiger Coins, Repost and","listText":"Hey, Tigers! Valentine's day is coming,I would like to invite Tiger friends to talk about: If your partner were a stock, what kind of stock would he/she be ?Your relationship is probably a lot like the stock market.Specifically, relationship is probably filled with high highs and low lows which, as we all know, is par for the course with investing in the stock market. On any given day you could feel total despair and want to get out as you see your stocks plummeting. Or you could feel like a king of the world as you watch your investments get bullish. So goes relationships. I would like to invite Tiger friends to talk about: If your partner were a stock, what kind of stock would he/she be ? 🎁Prizes All Tigers who leave a message in the following post will receive 30 Tiger Coins, Repost and","text":"Hey, Tigers! Valentine's day is coming,I would like to invite Tiger friends to talk about: If your partner were a stock, what kind of stock would he/she be ?Your relationship is probably a lot like the stock market.Specifically, relationship is probably filled with high highs and low lows which, as we all know, is par for the course with investing in the stock market. On any given day you could feel total despair and want to get out as you see your stocks plummeting. Or you could feel like a king of the world as you watch your investments get bullish. So goes relationships. I would like to invite Tiger friends to talk about: If your partner were a stock, what kind of stock would he/she be ? 🎁Prizes All Tigers who leave a message in the following post will receive 30 Tiger Coins, Repost and","images":[{"img":"https://static.tigerbbs.com/ee131f34626a5c48d882ab604e1dd5e9","width":"738","height":"774"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092892439","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006121968,"gmtCreate":1641651401774,"gmtModify":1676533637338,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you :) ","listText":"Pls like and comment, thank you :) ","text":"Pls like and comment, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006121968","repostId":"1150907621","repostType":4,"repost":{"id":"1150907621","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641607621,"share":"https://ttm.financial/m/news/1150907621?lang=en_US&edition=fundamental","pubTime":"2022-01-08 10:07","market":"us","language":"en","title":"Tesla Semis Could Be Delivered To PepsiCo In Late January","url":"https://stock-news.laohu8.com/highlight/detail?id=1150907621","media":"Benzinga","summary":"Electric vehicle giantTesla Incsurprised investors and customers in 2021 with an announcement that the highly anticipatedTesla Semiwould be delayed. A new report shows Semi deliveries could be just ar","content":"<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Semis Could Be Delivered To PepsiCo In Late January</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\">\nTesla Semis Could Be Delivered To PepsiCo In Late January\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-08 10:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Electric vehicle giant <b>Tesla Inc</b> surprised investors and customers in 2021 with an announcement that the highly anticipated <b>Tesla Semi</b> would be delayed. A new report shows Semi deliveries could be just around the corner.</p><p><img src=\"https://static.tigerbbs.com/9e0d630cfe6e37cabddb2883f1e52636\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>What Happened:</b>A <b>Frito-Lay</b> facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.</p><p>The <b>PepsiCo, Inc.</b> facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.</p><p><b>“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”</b>Drive Tesla said.</p><p>PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.</p><p>Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO <b>Elon Musk</b> cited limited battery supply as one of the reasons for the Tesla Semi delay.</p><p>Despite the announced delays, PepsiCo CEO <b>Ramon Laguarta</b> shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.</p><p>“We are getting our first deliveries this Q4,” Laguarta said.</p><p><b>Why It’s Important:</b>The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.</p><p>The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.</p><p>Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.</p><p>Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.</p><p><b>If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.</b></p><p>Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.</p><p>Investors and analysts eagerly await more updates on the Tesla Semi.</p><p><b>TSLA Price Action:</b>Tesla shares closed lower 3.54% at $1,026.96 on Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150907621","content_text":"Electric vehicle giant Tesla Inc surprised investors and customers in 2021 with an announcement that the highly anticipated Tesla Semi would be delayed. A new report shows Semi deliveries could be just around the corner.What Happened:A Frito-Lay facility in Modesto, California received Tesla Megachargers recently and is set to receive deliveries of Tesla Semis.The PepsiCo, Inc. facility could receive Tesla Semis later this month, according to a report from Drive Tesla. Photos show Megachargers ready for installation and some in packaging. A Megapack battery storage system is also installed at the facility.“After receiving these photos we were able to confirm with one of our sources that PepsiCo has been told to expect to receive all 15 Tesla Semis before the end of January,”Drive Tesla said.PepsiCo announced in a press release in March 2021 they would take delivery of 15 Tesla Semis before the end of 2021.Tesla announced it was delaying the Tesla Semi during the second-quarter earnings release in 2021. Tesla CEO Elon Musk cited limited battery supply as one of the reasons for the Tesla Semi delay.Despite the announced delays, PepsiCo CEO Ramon Laguarta shared in a CNBC interview in November 2021 that the company would be receiving Tesla Semis soon.“We are getting our first deliveries this Q4,” Laguarta said.Why It’s Important:The comments from Laguarta suggested that Pepsi could have a different timeline than other companies or have preferred status from Tesla.The purchase of Tesla Semis is one of several planned initiatives by PepsiCo to reduce its carbon emissions in the future, Laguarta added.Pepsi is one of several large companies that have pledged to order Tesla Semis in the future. Pepsi placed an initial order for 100 Tesla Semis in 2017.Tesla delayed the Tesla Semi into 2022 and new reports by the end of 2021 suggested Tesla Semis would not be delivered until 2023.If reports hold true and PepsiCo receives its 15 Tesla Semis, it could lead to an improved timeline. But, it might be a one-off event possibly based on an exclusive deal or certain terms.Tesla could see an increase in orders after its Tesla Semi is delivered. The event could also lead to public comments from PepsiCo that could lead to increased brand awareness of the semi-truck.Investors and analysts eagerly await more updates on the Tesla Semi.TSLA Price Action:Tesla shares closed lower 3.54% at $1,026.96 on Friday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008236021,"gmtCreate":1641448999598,"gmtModify":1676533616707,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like, thank you :) ","listText":"Pls like, thank you :) ","text":"Pls like, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008236021","repostId":"1187040212","repostType":4,"isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001491293,"gmtCreate":1641295227649,"gmtModify":1676533593907,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Please like, thank you :) ","listText":"Please like, thank you :) ","text":"Please like, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001491293","repostId":"1153112122","repostType":4,"repost":{"id":"1153112122","kind":"news","pubTimestamp":1641294853,"share":"https://ttm.financial/m/news/1153112122?lang=en_US&edition=fundamental","pubTime":"2022-01-04 19:14","market":"us","language":"en","title":"61 Biggest Movers From Yesterday","url":"https://stock-news.laohu8.com/highlight/detail?id=1153112122","media":"Benzinga","summary":"GainersGenprex, Inc. shares surged 167.2% to settle at $3.50 on Monday. The FDA granted Fast Track D","content":"<div>\n<p>GainersGenprex, Inc. shares surged 167.2% to settle at $3.50 on Monday. The FDA granted Fast Track Designation for Genprex’s lead drug candidate, Reqorsa Immunogene combination therapy.Immix Biopharma...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/24874799/61-biggest-movers-from-yesterday\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>61 Biggest Movers From Yesterday</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\">\n61 Biggest Movers From Yesterday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 19:14 GMT+8 <a href=https://www.benzinga.com/news/22/01/24874799/61-biggest-movers-from-yesterday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GainersGenprex, Inc. shares surged 167.2% to settle at $3.50 on Monday. The FDA granted Fast Track Designation for Genprex’s lead drug candidate, Reqorsa Immunogene combination therapy.Immix Biopharma...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/24874799/61-biggest-movers-from-yesterday\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","MRNA":"Moderna, Inc."},"source_url":"https://www.benzinga.com/news/22/01/24874799/61-biggest-movers-from-yesterday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153112122","content_text":"GainersGenprex, Inc. shares surged 167.2% to settle at $3.50 on Monday. The FDA granted Fast Track Designation for Genprex’s lead drug candidate, Reqorsa Immunogene combination therapy.Immix Biopharma, Inc. shares jumped 62.4% to close at $5.78 on Monday. The FDA granted Rare Pediatric Disease (RPD) designation to newly listed Immix Biopharma's IMX-110 for rhabdomyosarcoma, a form of pediatric cancer.Creative Medical Technology Holdings, Inc. surged 44.8% to settle at $3.20. The stock may be seeing increased interested from retail investors.Armstrong Flooring, Inc. jumped 39.9% to close at $2.77 as the company said it received $35 million capital infusion, and announced process for sale of company and consideration of other strategic alternatives.Eco Wave Power Global AB (publ) gained 39.9% to settle at $6.00.Imperial Petroleum Inc. jumped 34% to close at $2.60. Imperial Petroleum recently posted Q3 revenue of $4.1 million.Airspan Networks Holdings Inc. rose 27.4% to close at $4.83.Applied UV, Inc. climbed 25.2% to close at $3.38. Applied UV recently announced closing of $8.0 million underwritten public offering.Spectrum Pharmaceuticals, Inc. gained 25.2% to settle at $1.59.Smart Share Global Limited gained 24.7% to close at $1.82.ImmunityBio, Inc. rose 23.9% to close at $7.53 after the company and Amyris announced the completion of a previously-announced joint venture for a COVID-19 RNA vaccine.Pear Therapeutics, Inc. shares gained 23.1% to close at $7.63. BTIG initiated coverage on Pear Therapeutics with a Buy rating and announced a price target of $12.Moxian (BVI) Inc surged 22.7% to close at $3.51.Eqonex Limited gained 22.5% to settle at $2.29.Assertio Holdings, Inc. climbed 21.6% to close at $2.65.Intevac, Inc. gained 21.4% to settle at $5.72 after the company announced the sale of Photonics business for $100 million.Gilat Satellite Networks Ltd. gained 21.1% to close at $8.56 as the company said one of the world’s largest Mobile Network Operators will deploy 4G cellular backhaul over satellite technology from Gilat..Unity Biotechnology, Inc. jumped 19.9% to settle at $1.75.HeartBeam, Inc. shares rose 19.2% to close at $3.67.Kiromic BioPharma, Inc. surged 19% to close at $1.82.Organovo Holdings, Inc. jumped 18.5% to settle at $4.30.Vallon Pharmaceuticals, Inc. shares rose 18.4% to close at $7.08.Omega Therapeutics, Inc. gained 18.1% to close at $13.38.Nine Energy Service, Inc. jumped 18% to close at $1.18.BlueCity Holdings Limited rose 17.7% to settle at $1.80 after the company announced it received an acquisition offer for the company at $3.70 per share.Codere Online Luxembourg, S.A. climbed 17.1% to close at $7.05.PaySign, Inc gained 16.9% to settle at $1.87.Palisade Bio, Inc. jumped 16.2% to close at $1.51.Groupon, Inc. shares gained 15.9% to close at $26.83.Nam Tai Property Inc. climbed 15.9% to close at $11.69.Drive Shack Inc. gained 15.4% to settle at $1.65.Gevo, Inc. rose 13.6% to close at $4.86.Tesla, Inc. climbed 13.5% to settle at $1,199.78 as the company reported record quarterly and annual deliveries that exceeded the most optimistic Wall Street forecasts.Immunic, Inc. jumped 12.1% to settle at $10.73.Theravance Biopharma, Inc. climbed 11.1% to close at $12.28.Uranium Energy Corp. climbed 10.5% to close at $3.70. Uranium Energy, last month, posted a Q1 loss of $0.01 per share.Uranium Royalty Corp. gained 8.8% to close at $3.97.Orbsat Corp. gained 8.7% to close at $3.51 as the company reported a $7.2 million private placement.Frontline Ltd. rose 7.1% to settle at $7.57. Frontline, in November, reported third-quarter operating revenue of $171.8 million, a decline of 30.6% year-over-year.Signet Jewelers Limited rose 6.9% to settle at $93.02.LosersJowell Global Ltd. dropped 59.2% to close at $8.79.uCloudlink Group Inc. fell 42.3% to settle at $3.80 after climbing 32% on Friday.Applied Therapeutics, Inc. shares fell 30.5% to close at $6.22. Following discussions with the FDA, Applied Therapeutics decided to hold on submitting a marketing application for AT-007 for Galactosemia pending additional talks with the agency.Smith-Midland Corporation dropped 22% to close at $36.64.VPC Impact Acquisition Holdings III, Inc. shares declined 18.7% to close at $8.33.Himax Technologies, Inc. fell 18.6% to settle at $13.02.Shineco, Inc. dropped 16.7% to close at $5.53.Kiora Pharmaceuticals, Inc. fell 15.9% to close at $1.27.FingerMotion, Inc. dipped 15.3% to settle at $6.07.Insignia Systems, Inc. fell 14.7% to close at $19.68.Arqit Quantum Inc. dropped 14.4% to settle at $20.51.CNH Industrial N.V. shares fell 13.8% to close at $16.74. CNH Industrial NV and Iveco Group executed the deed of demerger whereby, effective January 1, 2022, the relevant Iveco Group business segments separated from CNH Industrial.Crown ElectroKinetics Corp. dropped 13.5% to settle at $3.45.Fathom Digital Manufacturing Corporation fell 12.9% to close at $6.90 after surging 22% on Friday.AgeX Therapeutics, Inc. fell 12.8% to close at $0.95 after jumping 85% on Friday. AgeX Therapeutics recently announced plans to collaborate with University of California, Irvine, on research program for exosome-based therapies for certain brain disorders.Heliogen, Inc. dropped 12.6% to close at $13.57 after jumping around 62% on Friday.Medalist Diversified REIT, Inc. shares fell 11.7% to close at $1.06. Medalist Diversified REIT shares jumped around 18% on Friday after the company announced a stock repurchase program of 500,000 shares.MongoDB, Inc. dipped 7.9% to settle at $487.56.Moderna, Inc. fell 7.5% to close at $235.05. Moderna recently announced supply agreement with South Korea for additional 20 million doses of its COVID-19 vaccine or updated booster candidate in 2022.Nutriband Inc. fell 6.5% to settle at $9.43. Nutriband shares climbed 158% on Friday after the company announced the Korean Intellectual Property Office has fully issued its patent titled \"Abuse and Misuse Deterrent Transdermal System\" which is related to the company's lead technology AVERSA.Kingsoft Cloud Holdings Limited dropped 6.2% to close at $14.77. Goldman Sachs downgraded Kingsoft Cloud from Buy to Neutral and lowered the price target from $37 to $18.","news_type":1,"symbols_score_info":{"MRNA":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001983758,"gmtCreate":1641143668086,"gmtModify":1676533575671,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like, thank you :) ","listText":"Pls like, thank you :) ","text":"Pls like, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001983758","repostId":"2200444738","repostType":4,"repost":{"id":"2200444738","kind":"highlight","pubTimestamp":1641099600,"share":"https://ttm.financial/m/news/2200444738?lang=en_US&edition=fundamental","pubTime":"2022-01-02 13:00","market":"us","language":"en","title":"If I Could Buy Only 1 Stock in 2022, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2200444738","media":"Motley Fool","summary":"Our favorite stock picks for the coming year.","content":"<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock in 2022, This Would Be It</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\">\nIf I Could Buy Only 1 Stock in 2022, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 13:00 GMT+8 <a href=https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEPC":"Brookfield Renewable Corp.","BK4512":"苹果概念","BK4135":"资产管理与托管银行","BK4133":"新能源发电业者","BEP":"Brookfield Renewable Partners LP","BAM":"布鲁克菲尔德资产管理","BK4534":"瑞士信贷持仓","MMM":"3M","BK4206":"工业集团企业","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200444738","content_text":"We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick one. Here's why 3M (NYSE:MMM), Brookfield Asset Management (NYSE:BAM), and Brookfield Renewable (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they'd buy this year. Image source: Getty Images.A diversified giant that's still on saleReuben Gregg Brewer (3M): Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with \"Mr. Market,\" a mercurial fellow prone to fits of despair and jubilation. When he's overly excited, you should consider selling to him; when he's pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company's dividend yield, at around 3.3%, is near the top end of its historical range.MMM Dividend Yield data by YChartsGraham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it's financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they're not insurmountable. On the business front, the industrial giant's operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it's likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.A proven value creatorMatt DiLallo (Brookfield Asset Management): I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.For starters, I love the company's management. CEO Bruce Flatt is a personal favorite of mine. He's right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He's also a proven value creator. Since becoming CEO in 2002, he's helped Brookfield deliver a 15.7% total annualized return, pulverizing the S&P 500's 10.6% total return during that time frame. I also like the company's business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I'd buy Brookfield if it were the only stock I could purchase this year. Investors are overlooking the growth potential hereNeha Chamaria (Brookfield Renewable): 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that's growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.Brookfield Renewable's current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn't be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.","news_type":1,"symbols_score_info":{"BEPC":1,"BAM":1,"BEP":1,"MMM":1}},"isVote":1,"tweetType":1,"viewCount":3526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860130022,"gmtCreate":1632144797266,"gmtModify":1676530709608,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860130022","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","kind":"news","pubTimestamp":1632091615,"share":"https://ttm.financial/m/news/1194891884?lang=en_US&edition=fundamental","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p>\n<p>Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.</p>\n<p>The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.</p>\n<p>Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.</p>\n<p><b>Monday 9/20</b></p>\n<p>Lennar reports third-quarter fiscal-2021 results.</p>\n<p>Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p>\n<p><b>The National Association</b> of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p>\n<p><b>Tuesday 9/21</b></p>\n<p>Adobe, AutoZone, and FedEx release earnings.</p>\n<p>Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p>\n<p><b>The Census Bureau</b> reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p>\n<p><b>Wednesday 9/22</b></p>\n<p><b>The FOMC announces</b> its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p>\n<p>General Mills reports first-quarter fiscal-2022 results.</p>\n<p>Boston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.</p>\n<p><b>TheBank of Japan</b> announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p>\n<p><b>The National Association</b> of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.</p>\n<p><b>Thursday 9/23</b></p>\n<p>Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p>\n<p>Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p>\n<p><b>The Conference Board</b> releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p>\n<p><b>Friday 9/24</b></p>\n<p>Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</p>","source":"lsy1601382232898","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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 06:46 GMT+8 <a href=https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\n...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","ADBE":"Adobe","FDX":"联邦快递",".DJI":"道琼斯","CRM":"赛富时",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","COST":"好市多"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1,"symbols_score_info":{"CRM":0.9,"ADBE":0.9,"FDX":0.9,"NKE":0.9,"COST":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860197206,"gmtCreate":1632144754305,"gmtModify":1676530709590,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you ? ","listText":"Pls like and comment, thank you ? ","text":"Pls like and comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/860197206","repostId":"1131742866","repostType":4,"repost":{"id":"1131742866","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632143946,"share":"https://ttm.financial/m/news/1131742866?lang=en_US&edition=fundamental","pubTime":"2021-09-20 21:19","market":"us","language":"en","title":"4 Stocks Insiders Are Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1131742866","media":"Benzinga","summary":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view t","content":"<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales.</p>\n<p><b>International Money Express</b></p>\n<p><b>The Trade:International Money <a href=\"https://laohu8.com/S/EXPR\">Express, Inc.</a></b> IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincon<i>disposed a total of 57719 shares</i>at an average price of $17.01. The insider received $981,903.03 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>International Money Express, last month announced a $40 million buyback program.</p>\n<p><b>What International Money Express Does:</b>International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).</p>\n<p><b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> </b></p>\n<p><b>The Trade:Skechers U.S.A., Inc.</b> SKX+0.02%Director Jeffrey Greenberg<i>sold a total of 50000 shares</i>at an average price of $45.38. The insider received $2,269,140.00 from selling those shares.</p>\n<p><b>What’s Happening:</b>The company, in July, said it swung to a profit for the second quarter.</p>\n<p><b>What Skechers Does:</b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> is a lifestyle footwear company under the Skechers GO brand name.</p>\n<p><b><a href=\"https://laohu8.com/S/CROX\">Crocs</a></b></p>\n<p><b>The Trade:Crocs, Inc.</b> CROX+0.02%Director Ronald Frasch<i>sold a total of 33000 shares</i>at an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.</p>\n<p><b>What Crocs Does:</b>Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.</p>\n<p><b><a href=\"https://laohu8.com/S/WDAY\">Workday</a></b></p>\n<p><b>The Trade:Workday, Inc.</b> WDAY+0.02%Director David Duffield<i>sold a total of 108900 shares</i>at an average price of $269.37. The insider received $29,334,827.31 from selling those shares.</p>\n<p><b>What’s Happening:</b>Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.</p>\n<p><b>What Workday Does:</b>Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.</p>","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>4 Stocks Insiders Are Selling</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\">\n4 Stocks Insiders Are Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-20 21:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales.</p>\n<p><b>International Money Express</b></p>\n<p><b>The Trade:International Money <a href=\"https://laohu8.com/S/EXPR\">Express, Inc.</a></b> IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincon<i>disposed a total of 57719 shares</i>at an average price of $17.01. The insider received $981,903.03 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>International Money Express, last month announced a $40 million buyback program.</p>\n<p><b>What International Money Express Does:</b>International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).</p>\n<p><b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> </b></p>\n<p><b>The Trade:Skechers U.S.A., Inc.</b> SKX+0.02%Director Jeffrey Greenberg<i>sold a total of 50000 shares</i>at an average price of $45.38. The insider received $2,269,140.00 from selling those shares.</p>\n<p><b>What’s Happening:</b>The company, in July, said it swung to a profit for the second quarter.</p>\n<p><b>What Skechers Does:</b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> is a lifestyle footwear company under the Skechers GO brand name.</p>\n<p><b><a href=\"https://laohu8.com/S/CROX\">Crocs</a></b></p>\n<p><b>The Trade:Crocs, Inc.</b> CROX+0.02%Director Ronald Frasch<i>sold a total of 33000 shares</i>at an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.</p>\n<p><b>What Crocs Does:</b>Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.</p>\n<p><b><a href=\"https://laohu8.com/S/WDAY\">Workday</a></b></p>\n<p><b>The Trade:Workday, Inc.</b> WDAY+0.02%Director David Duffield<i>sold a total of 108900 shares</i>at an average price of $269.37. The insider received $29,334,827.31 from selling those shares.</p>\n<p><b>What’s Happening:</b>Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.</p>\n<p><b>What Workday Does:</b>Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IMXI":"国际货币快递","CORX":"2x Corn ETF","WDAY":"Workday","SKX":"斯凯奇","EXPR":"Express, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131742866","content_text":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.\nBelow is a look at a few recent notable insider sales.\nInternational Money Express\nThe Trade:International Money Express, Inc. IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincondisposed a total of 57719 sharesat an average price of $17.01. The insider received $981,903.03 as a result of the transaction.\nWhat’s Happening:International Money Express, last month announced a $40 million buyback program.\nWhat International Money Express Does:International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).\nSkechers USA \nThe Trade:Skechers U.S.A., Inc. SKX+0.02%Director Jeffrey Greenbergsold a total of 50000 sharesat an average price of $45.38. The insider received $2,269,140.00 from selling those shares.\nWhat’s Happening:The company, in July, said it swung to a profit for the second quarter.\nWhat Skechers Does:Skechers USA is a lifestyle footwear company under the Skechers GO brand name.\nCrocs\nThe Trade:Crocs, Inc. CROX+0.02%Director Ronald Fraschsold a total of 33000 sharesat an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.\nWhat’s Happening:Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.\nWhat Crocs Does:Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.\nWorkday\nThe Trade:Workday, Inc. WDAY+0.02%Director David Duffieldsold a total of 108900 sharesat an average price of $269.37. The insider received $29,334,827.31 from selling those shares.\nWhat’s Happening:Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.\nWhat Workday Does:Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.","news_type":1,"symbols_score_info":{"IMXI":0.9,"SKX":0.9,"EXPR":0.9,"CORX":0.9,"WDAY":0.9}},"isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884866462,"gmtCreate":1631879915756,"gmtModify":1676530659829,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like & comment, thank you ? ","listText":"Pls like & comment, thank you ? ","text":"Pls like & comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/884866462","repostId":"1101041809","repostType":4,"repost":{"id":"1101041809","kind":"news","pubTimestamp":1631878190,"share":"https://ttm.financial/m/news/1101041809?lang=en_US&edition=fundamental","pubTime":"2021-09-17 19:29","market":"us","language":"en","title":"AMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1101041809","media":"Seeking Alpha","summary":"Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.</li>\n <li>Its recent growth has been impressive, driven mainly by its product portfolio that has enabled AMD to report record revenues and earnings.</li>\n <li>It is trading at a lower valuation compared to Nvidia or ASML and my price target is $215 per share by the end-2024.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec55c4f8340ca053f249af481ee9a179\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JHVEPhoto/iStock Editorial via Getty Images</span></p>\n<p><b>Advanced Micro Devices</b>(AMD) is a good play in the secular semiconductor growth theme, due to strong growth, a reasonable valuation compared to other companies with leading positions in their respective segment and strong upside potential over the next three years.</p>\n<p><b>AMD Overview</b></p>\n<p>AMD is a semiconductor company offering microprocessors for accelerated processing units (APUs) and for graphic processing units (GPUs). Its main competitors are <b>Intel</b>(INTC) and <b>Nvidia</b>(NVDA), which historically have been the leading companies in its respective segments (CPUs and GPUs). AMD was founded in 1969 and trades on the NASDAQ and has nowadays a market value of about $127 billion.</p>\n<p>AMD is a fabless company, which means that it designs its chips but does not have its own production facilities, relying on third-parties for the production phase of which its main supplier is the <b>Taiwan Semiconductor Manufacturing Company</b>(TSM). AMD has a diversified customer base, with no one representing more than 10% of its annual revenues, and more than 75% of its revenues are generated internationally showing that AMD is a global company.</p>\n<p>Last October, AMD entered intoan agreement to acquire <b>Xilinx</b>(XLNX), in an all-stock deal valued at $35 billion at the time. The strategic rationale of this acquisition is to enhance AMD's position in the industry, especially in the high performance computing segment. This deal is expected to close by the end of 2021 and should lead to cost synergies and stronger innovation and product differentiation, boding well for AMD's growth and profitability in the future.</p>\n<p><b>AMD's Growth</b></p>\n<p>As I've analyzed in a previous article on \"ASML: A Fantastic Company For Long-Term Investors\", the semiconductor industry has very good long-term growth prospects due to several sources of innovation that should support growth for many years down the road across the industry.</p>\n<p>Indeed, according to MarketWatch, the semiconductor industry is projected to grow at a compounded annual growth rate (CAGR) of 8.6% during 2021-28, with the Logic segment being the major growth driver, which bodes quite well for AMD's growth prospects.</p>\n<p>Beyond positive industry tailwinds, AMD also has good growth prospects from improved fundamentals, as the company has improved significantly its competitive position in the industry compared to its history. While Intel was the leading chip company for many years in the PC segment, the rise of new technologies and chip applications in recent years has changed the industry landscape.</p>\n<p>AMD is now in a very good position to be a major player in the rise of high performance computing, artificial intelligence and gaming, which are growing markets and where AMD's market share is still relatively low. According to the company, total addressable market for data center, PCs and gaming is about $79 billion, thus AMD has plenty of growth opportunities both from overall industry growth and market share gains from its competitors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52dec6c4eb951df3dc84d1e011c77073\" tg-width=\"640\" tg-height=\"326\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p>This is supported by AMD's product portfolio across several applications that is currently in a leadership position regarding performance, which is a critical factor for both individual and corporate customers when deciding to buy PCs for instance, and also power efficiency which is more important for data center customers.</p>\n<p>During 2020, AMD released multiple products based in advanced technologies of 7 nanometer (nm), including Ryzen for desktops, Radeon for gaming and expanded its EPYC processor family dedicated to data centers. This push from AMD has made it very competitive both with Intel and NVIDIA and has led to outstanding revenue growth in recent quarters, showing that demand in the Logic segment comes mainly from superior technology rather than pricing.</p>\n<p>This bodes well for AMD's revenue growth in the near future as Intel has struggled to develop new products that are competitive and its recent product roadmap seems to be more of a catch-up to competitors, rather than returning to a leadership position.</p>\n<p>For long-term investors, this means that AMD is well positioned to benefit from secular growth trends in the semiconductor industry, even though competition in the industry is fierce and Intel and NVIDIA are also constantly innovating and delivering new products into the market (NVIDIA is expected to enter the CPU market for high performance computing in 2023, for example) so the industry landscape can change quite rapidly and no player should assume that is capable to have an undisputed technological leadership over the long term.</p>\n<p>Beyond its growth opportunities in data center, PCs and gaming, AMD also has good prospects in the automotive industry, namely in supplying chips for infotainment systems. For instance, the company was able to gain <b>Tesla</b>(TSLA) as a customer over Intel in the Model S/X infotainment systems, even though its presence in the automotive industry remains limited.</p>\n<p>To strengthen AMD's position into new industries, such as automotive, AMD agreed almost one year ago to buy Xilinx, a combination that would diversify further its business and also strengthen its position in data centers. This would increase AMD's total addressable market to about $110 billion and is expected to be financially accretive before synergies, making this deal very interesting for AMD. It is not certain that the deal will be approved in all countries (with China possibly being the more difficult to get regulatory approval), but if it gets the 'green light' the market will, most likely, receive well this deal.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4f725d555c6b55cdc023f034573abc1\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p><b>AMD Financial Performance</b></p>\n<p>Regarding its financial performance, AMD has a very good history especially over the past couple of years. Supported by the company's improved product portfolio, AMD's revenues and earnings increased markedly, with the company reporting record results in the last year. Nevertheless, AMD's revenues increased at a CAGR of 22% from 2016 to 2020, showing that AMD was able to increase revenues consistently over the past few years.</p>\n<p>In 2020, AMD's revenues increased by 45% to $9.8 billion, its gross margin improved to 45% and AMD's net income was close to $2.5 billion. However, AMD recognized a $1.3 billion tax gain related to deferred tax assets, thus its 'clean' net income was close to $1.2 billion, which was nonetheless a big improvement compared to 2019 (net income of $341 million).</p>\n<p>Most of its revenue growth came from higher volumes in the computing and graphics business, which were boosted by several product launches during 2020, but also from the pandemic that led to higher demand for consumer electronics and gaming products, but also from higher revenue in the data center segment.</p>\n<p>During the first six months of 2021, AMD maintained a very strong operating momentum, boosted by its product portfolio. In the second quarter of 2021, AMD reported revenues of $3.85 billion (+99% YoY) to a new quarterly record, its gross margin increased to 48%, net income amounted to $710 million (+350% YoY) and free cash flow reached a new record of $888 million in the quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da23f4eb115916382eacd26ea68c89a4\" tg-width=\"595\" tg-height=\"295\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p>This outstanding performance was driven by all of its segments, but the Enterprise, Embedded and Semi-Custom segment had a stellar performance with revenues up by 160% YoY, showing that AMD's product portfolio is of great quality and is winning market share over its competitors, especially in the data center segment.</p>\n<p>This strong growth in data center is not expected to change soon, given that AMD has clearly a technological leadership over its main competitor Intel, which in my opinion can't be separated from TSMC's strong manufacturing capacities. Given that AMD is a fabless company, it relies heavily on TSMC's production capabilities, which are currently the most advanced in the industry.</p>\n<p>On the other hand, Intel has had several setbacks in its technological developments, namely the 7nm process delays and is not expected to be on par with TSMC in the next 2-3 years. Moreover, TSMC is already working on the 3nm process, which AMD can potentially use to improve even further its server's chips and maintain an edge over Intel in the coming years, even though in the coming months its new products are expected to be produced using the 5nm process.</p>\n<p>This competitive dynamic has been evident over the past few quarters, with AMD's revenue growth dwarfing Intel in the data center segment, which over the past few years has been the major growth area for Intel. As I've discussed recently on \"Intel Doesn't Offer Much Value\", Intel's recent announcement regarding its product portfolio didn't impress the market and it doesn't appear to be a game changer and therefore AMD is expected to continue to gain market share over the next 2-3 years.</p>\n<p>More recently, there were some rumors about possible price cuts from Intel to be more competitive, but in my opinion, this is the wrong approach because this is a segment where performance and energy efficiency are more important than just pricing, thus AMD's position is not expected to change unless new products from its competitors can beat AMD's EPYC processors on these measures.</p>\n<p>Going forward, AMD's growth rates should start to decrease somewhat as annual comparisons become tougher, but nevertheless its growth prospects over the medium term are quite good. Indeed, according to analysts' estimates, AMD's revenues are expected to be about $15.6 billion in 2021 (+60% YoY), while the annual growth rate should decrease to between 15-20% in the following four years, to revenues of about $28 billion by 2025. This represents a CAGR of around 16% over the next four years, which is still quite good. However, these expectations don't include the pending merger with Xilinx and if the deal goes ahead, AMD's annual revenue growth over the next five years may be close to 20%.</p>\n<p>Beyond strong revenue growth, AMD's margins are also expected to improve given that its gross margin was 45% in 2020 and should be above consistently above 50% after 2023. This means that earnings growth should be somewhat higher than revenue growth during this period, which makes sense as the company becomes more efficient as costs should increase at a lower rate than revenues, plus its margins can be even higher than currently expected through synergies achieve from the integration of Xilinx.</p>\n<p><b>AMD Balance Sheet & Capital Returns</b></p>\n<p>Regarding its balance sheet, AMD has a very good position considering that at the end of June it had $3.79 billion in cash and cash equivalents, while its total debt was only $313 million. This financial profile is much improved from a few years ago and is not expected to change if the Xilinx deal is approved, as Xilinx also has a strong net cash position and cash flow generation will be improved for the combined companies.</p>\n<p>This means that AMD is nowadays in a good position to deliver strong capital returns to shareholders, while in the past its shareholder remuneration policy has been weaker. AMD does not pay dividends, but has done share buybacks, which I expect to remain the preferred way to return capital to shareholders in the short term.</p>\n<p>However, I think that a dividend distribution is possible over the next few years as the company has improved a lot its financial profile in recent years and has plenty of capacity to distribute a sustainable dividend over the long term. This would be a very positive signal from AMD's management about its confidence in the company's long-term fundamentals and could also be positive for its share price because it would attract a more diverse shareholder base.</p>\n<p><b>Bottom Line</b></p>\n<p>AMD's recent growth has been impressive and its financial profile is quite robust, a huge transformation from a few years ago. AMD has a strong product portfolio and a good competitive position in the semiconductor industry, being very well positioned to ride the secular growth trend expected in this industry over the next decade.</p>\n<p>Despite these strong fundamentals, AMD is tradingat about 36x its earnings expected over the coming 12 months, at a discount to other secular growth companies in the semiconductor industry, such as Nvidia or <b>ASML</b>(ASML) that trade closer to 50x forward earnings, being therefore attractive on a relative basis.</p>\n<p>Moreover, on an absolute basis my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I'll 2025 estimates to see if AMD is currently undervalued or not and its historical valuation over the past couple of years based on earnings for the next 12 months (blended forward earnings).</p>\n<p>Its historical valuation, based on Bloomberg data, has been on average about 42x over the past two years, and taking into account 2025 EPS estimate of $5.06, my price target for end-2024 is $215 per share, which is only more than double AMD's current share price. This shows that AMD has strong upside potential over the next three years and is currently a great play for long-term investors that want to be exposed to the fastest growing companies in the semiconductor industry.</p>\n<p></p>","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>AMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 19:29 GMT+8 <a href=https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.\nIts recent growth has been impressive, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101041809","content_text":"Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.\nIts recent growth has been impressive, driven mainly by its product portfolio that has enabled AMD to report record revenues and earnings.\nIt is trading at a lower valuation compared to Nvidia or ASML and my price target is $215 per share by the end-2024.\n\nJHVEPhoto/iStock Editorial via Getty Images\nAdvanced Micro Devices(AMD) is a good play in the secular semiconductor growth theme, due to strong growth, a reasonable valuation compared to other companies with leading positions in their respective segment and strong upside potential over the next three years.\nAMD Overview\nAMD is a semiconductor company offering microprocessors for accelerated processing units (APUs) and for graphic processing units (GPUs). Its main competitors are Intel(INTC) and Nvidia(NVDA), which historically have been the leading companies in its respective segments (CPUs and GPUs). AMD was founded in 1969 and trades on the NASDAQ and has nowadays a market value of about $127 billion.\nAMD is a fabless company, which means that it designs its chips but does not have its own production facilities, relying on third-parties for the production phase of which its main supplier is the Taiwan Semiconductor Manufacturing Company(TSM). AMD has a diversified customer base, with no one representing more than 10% of its annual revenues, and more than 75% of its revenues are generated internationally showing that AMD is a global company.\nLast October, AMD entered intoan agreement to acquire Xilinx(XLNX), in an all-stock deal valued at $35 billion at the time. The strategic rationale of this acquisition is to enhance AMD's position in the industry, especially in the high performance computing segment. This deal is expected to close by the end of 2021 and should lead to cost synergies and stronger innovation and product differentiation, boding well for AMD's growth and profitability in the future.\nAMD's Growth\nAs I've analyzed in a previous article on \"ASML: A Fantastic Company For Long-Term Investors\", the semiconductor industry has very good long-term growth prospects due to several sources of innovation that should support growth for many years down the road across the industry.\nIndeed, according to MarketWatch, the semiconductor industry is projected to grow at a compounded annual growth rate (CAGR) of 8.6% during 2021-28, with the Logic segment being the major growth driver, which bodes quite well for AMD's growth prospects.\nBeyond positive industry tailwinds, AMD also has good growth prospects from improved fundamentals, as the company has improved significantly its competitive position in the industry compared to its history. While Intel was the leading chip company for many years in the PC segment, the rise of new technologies and chip applications in recent years has changed the industry landscape.\nAMD is now in a very good position to be a major player in the rise of high performance computing, artificial intelligence and gaming, which are growing markets and where AMD's market share is still relatively low. According to the company, total addressable market for data center, PCs and gaming is about $79 billion, thus AMD has plenty of growth opportunities both from overall industry growth and market share gains from its competitors.\nSource: AMD.\nThis is supported by AMD's product portfolio across several applications that is currently in a leadership position regarding performance, which is a critical factor for both individual and corporate customers when deciding to buy PCs for instance, and also power efficiency which is more important for data center customers.\nDuring 2020, AMD released multiple products based in advanced technologies of 7 nanometer (nm), including Ryzen for desktops, Radeon for gaming and expanded its EPYC processor family dedicated to data centers. This push from AMD has made it very competitive both with Intel and NVIDIA and has led to outstanding revenue growth in recent quarters, showing that demand in the Logic segment comes mainly from superior technology rather than pricing.\nThis bodes well for AMD's revenue growth in the near future as Intel has struggled to develop new products that are competitive and its recent product roadmap seems to be more of a catch-up to competitors, rather than returning to a leadership position.\nFor long-term investors, this means that AMD is well positioned to benefit from secular growth trends in the semiconductor industry, even though competition in the industry is fierce and Intel and NVIDIA are also constantly innovating and delivering new products into the market (NVIDIA is expected to enter the CPU market for high performance computing in 2023, for example) so the industry landscape can change quite rapidly and no player should assume that is capable to have an undisputed technological leadership over the long term.\nBeyond its growth opportunities in data center, PCs and gaming, AMD also has good prospects in the automotive industry, namely in supplying chips for infotainment systems. For instance, the company was able to gain Tesla(TSLA) as a customer over Intel in the Model S/X infotainment systems, even though its presence in the automotive industry remains limited.\nTo strengthen AMD's position into new industries, such as automotive, AMD agreed almost one year ago to buy Xilinx, a combination that would diversify further its business and also strengthen its position in data centers. This would increase AMD's total addressable market to about $110 billion and is expected to be financially accretive before synergies, making this deal very interesting for AMD. It is not certain that the deal will be approved in all countries (with China possibly being the more difficult to get regulatory approval), but if it gets the 'green light' the market will, most likely, receive well this deal.\nSource: AMD.\nAMD Financial Performance\nRegarding its financial performance, AMD has a very good history especially over the past couple of years. Supported by the company's improved product portfolio, AMD's revenues and earnings increased markedly, with the company reporting record results in the last year. Nevertheless, AMD's revenues increased at a CAGR of 22% from 2016 to 2020, showing that AMD was able to increase revenues consistently over the past few years.\nIn 2020, AMD's revenues increased by 45% to $9.8 billion, its gross margin improved to 45% and AMD's net income was close to $2.5 billion. However, AMD recognized a $1.3 billion tax gain related to deferred tax assets, thus its 'clean' net income was close to $1.2 billion, which was nonetheless a big improvement compared to 2019 (net income of $341 million).\nMost of its revenue growth came from higher volumes in the computing and graphics business, which were boosted by several product launches during 2020, but also from the pandemic that led to higher demand for consumer electronics and gaming products, but also from higher revenue in the data center segment.\nDuring the first six months of 2021, AMD maintained a very strong operating momentum, boosted by its product portfolio. In the second quarter of 2021, AMD reported revenues of $3.85 billion (+99% YoY) to a new quarterly record, its gross margin increased to 48%, net income amounted to $710 million (+350% YoY) and free cash flow reached a new record of $888 million in the quarter.\nSource: AMD.\nThis outstanding performance was driven by all of its segments, but the Enterprise, Embedded and Semi-Custom segment had a stellar performance with revenues up by 160% YoY, showing that AMD's product portfolio is of great quality and is winning market share over its competitors, especially in the data center segment.\nThis strong growth in data center is not expected to change soon, given that AMD has clearly a technological leadership over its main competitor Intel, which in my opinion can't be separated from TSMC's strong manufacturing capacities. Given that AMD is a fabless company, it relies heavily on TSMC's production capabilities, which are currently the most advanced in the industry.\nOn the other hand, Intel has had several setbacks in its technological developments, namely the 7nm process delays and is not expected to be on par with TSMC in the next 2-3 years. Moreover, TSMC is already working on the 3nm process, which AMD can potentially use to improve even further its server's chips and maintain an edge over Intel in the coming years, even though in the coming months its new products are expected to be produced using the 5nm process.\nThis competitive dynamic has been evident over the past few quarters, with AMD's revenue growth dwarfing Intel in the data center segment, which over the past few years has been the major growth area for Intel. As I've discussed recently on \"Intel Doesn't Offer Much Value\", Intel's recent announcement regarding its product portfolio didn't impress the market and it doesn't appear to be a game changer and therefore AMD is expected to continue to gain market share over the next 2-3 years.\nMore recently, there were some rumors about possible price cuts from Intel to be more competitive, but in my opinion, this is the wrong approach because this is a segment where performance and energy efficiency are more important than just pricing, thus AMD's position is not expected to change unless new products from its competitors can beat AMD's EPYC processors on these measures.\nGoing forward, AMD's growth rates should start to decrease somewhat as annual comparisons become tougher, but nevertheless its growth prospects over the medium term are quite good. Indeed, according to analysts' estimates, AMD's revenues are expected to be about $15.6 billion in 2021 (+60% YoY), while the annual growth rate should decrease to between 15-20% in the following four years, to revenues of about $28 billion by 2025. This represents a CAGR of around 16% over the next four years, which is still quite good. However, these expectations don't include the pending merger with Xilinx and if the deal goes ahead, AMD's annual revenue growth over the next five years may be close to 20%.\nBeyond strong revenue growth, AMD's margins are also expected to improve given that its gross margin was 45% in 2020 and should be above consistently above 50% after 2023. This means that earnings growth should be somewhat higher than revenue growth during this period, which makes sense as the company becomes more efficient as costs should increase at a lower rate than revenues, plus its margins can be even higher than currently expected through synergies achieve from the integration of Xilinx.\nAMD Balance Sheet & Capital Returns\nRegarding its balance sheet, AMD has a very good position considering that at the end of June it had $3.79 billion in cash and cash equivalents, while its total debt was only $313 million. This financial profile is much improved from a few years ago and is not expected to change if the Xilinx deal is approved, as Xilinx also has a strong net cash position and cash flow generation will be improved for the combined companies.\nThis means that AMD is nowadays in a good position to deliver strong capital returns to shareholders, while in the past its shareholder remuneration policy has been weaker. AMD does not pay dividends, but has done share buybacks, which I expect to remain the preferred way to return capital to shareholders in the short term.\nHowever, I think that a dividend distribution is possible over the next few years as the company has improved a lot its financial profile in recent years and has plenty of capacity to distribute a sustainable dividend over the long term. This would be a very positive signal from AMD's management about its confidence in the company's long-term fundamentals and could also be positive for its share price because it would attract a more diverse shareholder base.\nBottom Line\nAMD's recent growth has been impressive and its financial profile is quite robust, a huge transformation from a few years ago. AMD has a strong product portfolio and a good competitive position in the semiconductor industry, being very well positioned to ride the secular growth trend expected in this industry over the next decade.\nDespite these strong fundamentals, AMD is tradingat about 36x its earnings expected over the coming 12 months, at a discount to other secular growth companies in the semiconductor industry, such as Nvidia or ASML(ASML) that trade closer to 50x forward earnings, being therefore attractive on a relative basis.\nMoreover, on an absolute basis my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I'll 2025 estimates to see if AMD is currently undervalued or not and its historical valuation over the past couple of years based on earnings for the next 12 months (blended forward earnings).\nIts historical valuation, based on Bloomberg data, has been on average about 42x over the past two years, and taking into account 2025 EPS estimate of $5.06, my price target for end-2024 is $215 per share, which is only more than double AMD's current share price. This shows that AMD has strong upside potential over the next three years and is currently a great play for long-term investors that want to be exposed to the fastest growing companies in the semiconductor industry.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883529343,"gmtCreate":1631256942582,"gmtModify":1676530510717,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like thank you ? ","listText":"Pls like thank you ? ","text":"Pls like thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/883529343","repostId":"2166120346","repostType":4,"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830152441,"gmtCreate":1629035550083,"gmtModify":1676529914165,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you ?","listText":"Pls like and comment, thank you ?","text":"Pls like and comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/830152441","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=en_US&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.</p>\n<p>The company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&D Budgets</b></p>\n<p>This is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its planned foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.</p>","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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</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\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8 <a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1,"symbols_score_info":{"NVDA":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898743506,"gmtCreate":1628524298405,"gmtModify":1703507630060,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you ?","listText":"Pls like and comment, thank you ?","text":"Pls like and comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/898743506","repostId":"1159439117","repostType":4,"repost":{"id":"1159439117","kind":"news","pubTimestamp":1628519565,"share":"https://ttm.financial/m/news/1159439117?lang=en_US&edition=fundamental","pubTime":"2021-08-09 22:32","market":"us","language":"en","title":"AMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1159439117","media":"Thestreet","summary":"Advanced Micro Devices (AMD) traded higher Monday after analysts at BMO Capital Markets boosted the","content":"<p>Advanced Micro Devices (<b>AMD</b>) traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share gains against its rival.</p>\n<p>In what he described as a 'mea culpa' note on the chipmaker, BMO Capital Markets analyst Ambrish Srivastava raised his rating on AMD by one notch, to 'outperform' and boosted his price target by $30, to $110 per share, citing an improved valuation, better-than-expected 2022 earnings growth and consistent market shares gains against its main rival Intel INTC.</p>\n<p>\"More importantly, with respect to estimates, we also believe there is continued upward bias as we go through the year. Especially as AMD starts to ramp designs it has already won on the datacenter side, from the HPC to enterprise, including CPUs and GPUs,\" said xxxx. \"While anticipated, we do not believe these wins are appropriately reflected incurrent estimates.\"</p>\n<p>\"With respect to share gains in CPU vs. Intel, we still believe that the rate of share gains will moderate next year vs. Intel, as Intel builds on its Icelake platform and rolls out Sapphire Rapids,\" he added. \"However, AMD has now executed and delivered to a point that it has carved out a position as a viable alternative to Intel for the foreseeable future.\"</p>\n<p>AMD shares were marked 0.5% higher in early trading Monday, against a 0.05% move lower for the Nasdaq, to change hands at $110.75 each, a move that would extend the stock's year-to-date gain to around 20.7%.</p>\n<p>Last month, AMD posted a99% year-on-year surge in second quarter revenuesthat drove a stronger-than-expected bottom line of 63 cents per share.</p>\n<p>The computing and graphics segment, which covers GPU and PC CPU sales, saw revenue total $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales.</p>\n<p>Enterprise, embedded and semi-custom segment revenue was $1.60 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher EPYC processor revenue and semi-custom product sales, the company said.</p>\n<p>For the full year 2021, AMD now expects revenue growth of about 60%, up from prior guidance of roughly 50%, driven by strong growth across all businesses.</p>","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>AMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target</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\">\nAMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 22:32 GMT+8 <a href=https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD) traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share ...</p>\n\n<a href=\"https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159439117","content_text":"Advanced Micro Devices (AMD) traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share gains against its rival.\nIn what he described as a 'mea culpa' note on the chipmaker, BMO Capital Markets analyst Ambrish Srivastava raised his rating on AMD by one notch, to 'outperform' and boosted his price target by $30, to $110 per share, citing an improved valuation, better-than-expected 2022 earnings growth and consistent market shares gains against its main rival Intel INTC.\n\"More importantly, with respect to estimates, we also believe there is continued upward bias as we go through the year. Especially as AMD starts to ramp designs it has already won on the datacenter side, from the HPC to enterprise, including CPUs and GPUs,\" said xxxx. \"While anticipated, we do not believe these wins are appropriately reflected incurrent estimates.\"\n\"With respect to share gains in CPU vs. Intel, we still believe that the rate of share gains will moderate next year vs. Intel, as Intel builds on its Icelake platform and rolls out Sapphire Rapids,\" he added. \"However, AMD has now executed and delivered to a point that it has carved out a position as a viable alternative to Intel for the foreseeable future.\"\nAMD shares were marked 0.5% higher in early trading Monday, against a 0.05% move lower for the Nasdaq, to change hands at $110.75 each, a move that would extend the stock's year-to-date gain to around 20.7%.\nLast month, AMD posted a99% year-on-year surge in second quarter revenuesthat drove a stronger-than-expected bottom line of 63 cents per share.\nThe computing and graphics segment, which covers GPU and PC CPU sales, saw revenue total $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales.\nEnterprise, embedded and semi-custom segment revenue was $1.60 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher EPYC processor revenue and semi-custom product sales, the company said.\nFor the full year 2021, AMD now expects revenue growth of about 60%, up from prior guidance of roughly 50%, driven by strong growth across all businesses.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584068790104914","authorId":"3584068790104914","name":"aisuru","avatar":"https://static.tigerbbs.com/f38bd19dfc561b022df0a91c8b68d8e6","crmLevel":11,"crmLevelSwitch":1,"idStr":"3584068790104914","authorIdStr":"3584068790104914"},"content":"AMD to the moon!!!","text":"AMD to the moon!!!","html":"AMD to the moon!!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893908894,"gmtCreate":1628225928018,"gmtModify":1703503527297,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like & comment, thank you ?","listText":"Pls like & comment, thank you ?","text":"Pls like & comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893908894","repostId":"1199377263","repostType":4,"repost":{"id":"1199377263","kind":"news","pubTimestamp":1628222564,"share":"https://ttm.financial/m/news/1199377263?lang=en_US&edition=fundamental","pubTime":"2021-08-06 12:02","market":"us","language":"en","title":"The S&P 500 looks strong — but these ‘internals’ are far less positive","url":"https://stock-news.laohu8.com/highlight/detail?id=1199377263","media":"MarketWatch","summary":"The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered ","content":"<p>The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case for some time (since June 11, at least), and it may continue to be the case for a while longer.</p>\n<p>But as long as the S&P chart is positive and above support, a “core” long position is recommended.</p>\n<p>The first support level is now roughly 4370. That was the low on the two most recent days on which SPX sold off and then rebounded – July 27 and Tuesday (yes, the same day that SPX bounced back from that level and then closed at a new all-time high). Since it has been doubly tested, that makes it a viable support level. There is resistance at 4430, the all-time intraday high.</p>\n<p>You can see from the accompanying chart that SPX has been in a rather right trading since July 23 – between 4370 and 4430.</p>\n<p>A breakout from that range will be significant. If it were to break to the downside, that would be a negative for the SPX chart. Below there, a major support area exists at 4233, and it would likely be tested quickly after a break below 4370.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fde9899a8fd1227a022dfe59858d4c5\" tg-width=\"699\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p>So the SPX chart is still positive, but there is a McMillan Volatility Band (MVB) sell signal in place (green “S” on chart).</p>\n<p>Now let’s look at some of the indicators that encompass a larger number of stocks. You will see that they are far less positive. First are the equity-only put-call ratios. These have been rising for a month, meaning they have been on sell signals during that time. Put volume has been heavy, relative to call volume, and that is what is causing these ratios to rise. It looks like there is a slight “wiggle” in the standard ratio’s chart, but the computer analysis programs say that is not significant.</p>\n<p>The larger picture here is that as many stocks have been declining, option traders have been buying puts on those stocks, forcing these equity-only put-call ratios higher. As long as the ratios are rising, they will remain on sell signals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87099f2be31d9ce51b1b0c4708a9f046\" tg-width=\"699\" tg-height=\"535\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f08da61f702fd9abb483cd1d8f5b4ba\" tg-width=\"700\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p>Market breadth (advances minus declines) has been woeful since mid-June. That is, most stocks are going down, even though SPX is going up. In fact, what is driving this market is a handful of large-cap NASDAQ stocks (the FAANG stocks plus Microsoft are the strongest stocks).</p>\n<p>Things have improved a little in the last couple of weeks, and so our breadth oscillators are on buy signals, but they are still in negative territory. Normally when SPX is making new all-time highs, the breadth oscillators are will into positive territory, reflecting a strong overall market. But that is not the case now.</p>\n<p>Moreover, cumulative breadth (the running total of daily advances minus declines) has not made a new all-time high since June 11. SPX has made a new closing or intraday high on 19 separate trading days since then. That is a huge, negative market divergence, but it alone is not a sell signal. Rather, it is a strong warning to be alert – to avoid complacency.</p>\n<p>New 52-week highs on the NYSE continue to lead new 52-week lows. Recently, there have been some isolated days where new lows exceeded new highs using NASDAQ or “stocks only” data, but not when using NYSE data. That means this indicator remains bullish for stocks. It would turn negative if NYSE new lows exceeded new highs and were sufficiently large, but that has not happened.</p>\n<p>There is a realized volatility sell signal in place, as well. That occurred when the S&P’s 20-day historical volatility first fell below 8% (in mid-June) and then later rose above 11% (in late July).</p>\n<p>Implied volatility, on the other hand, remains in a bullish state, as far the stock market is concerned. The VIX “spike peak” buy signal of July 20 remains in place. Moreover, the VIX 200-day moving average is still declining and is well above the price of VIX.There has been a slow “creep” upward by VIX, from 15 to 19 over the last month, but that doesn’t appear to be a significant change of trend.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3501a851250cf90d4f08e0152a5d9a9\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p>\n<p>Finally, the construct of volatility derivatives remains positive for the stock market. The VIX futures are trading at a premium to VIX, and the term structures of those VIX futures and the CBOE Volatility Indices slope upward.</p>\n<p>The SPX chart is still positive. That is the most important fact. Until that changes, a long “core” position is recommended. Around that, one can trade confirmed signals – both buy and sell. A violation of the 4370 area by SPX would change things for the negative, but a breakout to new all-time highs above 4430 would reinforce the bullish case.</p>\n<p><b>New recommendation: Conditional SPX sell signal</b></p>\n<p>Based on the above article, we are going to lay out some parameters regarding taking a bearish position should SPX support be broken:</p>\n<p><b>IF SPX trades below 4370 and stays there for an hour,</b></p>\n<p><b>THEN buy 1 SPY Aug (27th) at-the-money put</b></p>\n<p><b> And sell 1 SPY Aug (27th) put with a striking price 25 points lower.</b></p>\n<p>In addition,</p>\n<p><b>IF SPX closes below 4370,</b></p>\n<p><b>THEN buy another bear spread:</b></p>\n<p><b> Buy 1 (more) SPY Aug (27th) at-the-money put</b></p>\n<p><b> And sell 1 (more) SPY Aug (27th) put with a striking price 25 points lower.</b></p>\n<p>Note that it is possible that the second condition (close below 4370) could occur without the first condition being satisfied (if SPX breaks below 4370 late in a trading day). If that is the case, then buy 2 of these spreads on the close.</p>\n<p>Finally, if these spreads are established, stop yourself out of all of these bear spreads on an SPX close above 4430.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 looks strong — but these ‘internals’ are far less positive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 looks strong — but these ‘internals’ are far less positive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 12:02 GMT+8 <a href=https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199377263","content_text":"The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case for some time (since June 11, at least), and it may continue to be the case for a while longer.\nBut as long as the S&P chart is positive and above support, a “core” long position is recommended.\nThe first support level is now roughly 4370. That was the low on the two most recent days on which SPX sold off and then rebounded – July 27 and Tuesday (yes, the same day that SPX bounced back from that level and then closed at a new all-time high). Since it has been doubly tested, that makes it a viable support level. There is resistance at 4430, the all-time intraday high.\nYou can see from the accompanying chart that SPX has been in a rather right trading since July 23 – between 4370 and 4430.\nA breakout from that range will be significant. If it were to break to the downside, that would be a negative for the SPX chart. Below there, a major support area exists at 4233, and it would likely be tested quickly after a break below 4370.\nLAWRENCE MCMILLAN\nSo the SPX chart is still positive, but there is a McMillan Volatility Band (MVB) sell signal in place (green “S” on chart).\nNow let’s look at some of the indicators that encompass a larger number of stocks. You will see that they are far less positive. First are the equity-only put-call ratios. These have been rising for a month, meaning they have been on sell signals during that time. Put volume has been heavy, relative to call volume, and that is what is causing these ratios to rise. It looks like there is a slight “wiggle” in the standard ratio’s chart, but the computer analysis programs say that is not significant.\nThe larger picture here is that as many stocks have been declining, option traders have been buying puts on those stocks, forcing these equity-only put-call ratios higher. As long as the ratios are rising, they will remain on sell signals.\nLAWRENCE MCMILLAN\nLAWRENCE MCMILLAN\nMarket breadth (advances minus declines) has been woeful since mid-June. That is, most stocks are going down, even though SPX is going up. In fact, what is driving this market is a handful of large-cap NASDAQ stocks (the FAANG stocks plus Microsoft are the strongest stocks).\nThings have improved a little in the last couple of weeks, and so our breadth oscillators are on buy signals, but they are still in negative territory. Normally when SPX is making new all-time highs, the breadth oscillators are will into positive territory, reflecting a strong overall market. But that is not the case now.\nMoreover, cumulative breadth (the running total of daily advances minus declines) has not made a new all-time high since June 11. SPX has made a new closing or intraday high on 19 separate trading days since then. That is a huge, negative market divergence, but it alone is not a sell signal. Rather, it is a strong warning to be alert – to avoid complacency.\nNew 52-week highs on the NYSE continue to lead new 52-week lows. Recently, there have been some isolated days where new lows exceeded new highs using NASDAQ or “stocks only” data, but not when using NYSE data. That means this indicator remains bullish for stocks. It would turn negative if NYSE new lows exceeded new highs and were sufficiently large, but that has not happened.\nThere is a realized volatility sell signal in place, as well. That occurred when the S&P’s 20-day historical volatility first fell below 8% (in mid-June) and then later rose above 11% (in late July).\nImplied volatility, on the other hand, remains in a bullish state, as far the stock market is concerned. The VIX “spike peak” buy signal of July 20 remains in place. Moreover, the VIX 200-day moving average is still declining and is well above the price of VIX.There has been a slow “creep” upward by VIX, from 15 to 19 over the last month, but that doesn’t appear to be a significant change of trend.\nLAWRENCE MCMILLAN\nFinally, the construct of volatility derivatives remains positive for the stock market. The VIX futures are trading at a premium to VIX, and the term structures of those VIX futures and the CBOE Volatility Indices slope upward.\nThe SPX chart is still positive. That is the most important fact. Until that changes, a long “core” position is recommended. Around that, one can trade confirmed signals – both buy and sell. A violation of the 4370 area by SPX would change things for the negative, but a breakout to new all-time highs above 4430 would reinforce the bullish case.\nNew recommendation: Conditional SPX sell signal\nBased on the above article, we are going to lay out some parameters regarding taking a bearish position should SPX support be broken:\nIF SPX trades below 4370 and stays there for an hour,\nTHEN buy 1 SPY Aug (27th) at-the-money put\n And sell 1 SPY Aug (27th) put with a striking price 25 points lower.\nIn addition,\nIF SPX closes below 4370,\nTHEN buy another bear spread:\n Buy 1 (more) SPY Aug (27th) at-the-money put\n And sell 1 (more) SPY Aug (27th) put with a striking price 25 points lower.\nNote that it is possible that the second condition (close below 4370) could occur without the first condition being satisfied (if SPX breaks below 4370 late in a trading day). If that is the case, then buy 2 of these spreads on the close.\nFinally, if these spreads are established, stop yourself out of all of these bear spreads on an SPX close above 4430.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807360186,"gmtCreate":1628000852845,"gmtModify":1703499455853,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like & comment, thankss ?","listText":"Pls like & comment, thankss ?","text":"Pls like & comment, thankss ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807360186","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627999893,"share":"https://ttm.financial/m/news/1181392592?lang=en_US&edition=fundamental","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>","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>EV stocks tumbled in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks tumbled in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806646741,"gmtCreate":1627655237483,"gmtModify":1703494252829,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like & comment thank you ?","listText":"Pls like & comment thank you ?","text":"Pls like & comment thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806646741","repostId":"1157771608","repostType":4,"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148797389,"gmtCreate":1626014704241,"gmtModify":1703751952094,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148797389","repostId":"1135090843","repostType":4,"repost":{"id":"1135090843","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1770438658,"share":"https://ttm.financial/m/news/1135090843?lang=en_US&edition=fundamental","pubTime":"2026-02-07 12:30","market":"hk","language":"en","title":"Long-Form Graphic: Chengde's Development Plan for 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=1135090843","media":"Deep News","summary":"A detailed graphic outlines the key development initiatives planned for Chengde in the year 2026.","content":"<p>A detailed graphic outlines the key development initiatives planned for Chengde in the year 2026.</p>","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>Long-Form Graphic: Chengde's Development Plan for 2026</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\">\nLong-Form Graphic: Chengde's Development Plan for 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-02-07 12:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A detailed graphic outlines the key development initiatives planned for Chengde in the year 2026.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4585":"ETF&股票定投概念","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4613":"AI应用软件","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4608":"AI应用概念股","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SINA":"新浪","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4539":"次新股","BK4023":"应用软件","LU0056508442.USD":"贝莱德世界科技基金A2","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135090843","content_text":"A detailed graphic outlines the key development initiatives planned for Chengde in the year 2026.","news_type":1,"symbols_score_info":{"SINA":1}},"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565330740240476","authorId":"3565330740240476","name":"MaxNZH","avatar":"https://community-static.tradeup.com/news/0f24ae30fe15b912bbd0a0060a47c4fe","crmLevel":12,"crmLevelSwitch":1,"idStr":"3565330740240476","authorIdStr":"3565330740240476"},"content":"Like my comment pls Thanks","text":"Like my comment pls Thanks","html":"Like my comment pls Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148794656,"gmtCreate":1626014666375,"gmtModify":1703751950464,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Like pls ","listText":"Like pls ","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148794656","repostId":"1112201050","repostType":4,"repost":{"id":"1112201050","kind":"news","pubTimestamp":1625966101,"share":"https://ttm.financial/m/news/1112201050?lang=en_US&edition=fundamental","pubTime":"2021-07-11 09:15","market":"us","language":"en","title":"The Meme Stock Trade Is Far From Over. What Investors Need to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1112201050","media":"Barrons","summary":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the de","content":"<p>It seemed to be only a matter of time.</p>\n<p>When GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?</p>\n<p>It has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.</p>\n<p>The collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.</p>\n<p>That is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.</p>\n<p>While trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.</p>\n<p>Even as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.</p>\n<p>A sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.</p>\n<p><img src=\"https://static.tigerbbs.com/25a79e71371c165f9a3a5085931fc487\" tg-width=\"979\" tg-height=\"649\"></p>\n<p>“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.</p>\n<p>The meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.</p>\n<p>Meme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/167386c6881a258922ad62caaf7a05f4\" tg-width=\"971\" tg-height=\"644\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8e29e3041b91070252ab9063d1a11fa2\" tg-width=\"975\" tg-height=\"642\"><img src=\"https://static.tigerbbs.com/f9cc1c0bd6368721c0eca87e25719f16\" tg-width=\"964\" tg-height=\"641\"></p>\n<p>The most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.</p>\n<p>Under pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.</p>\n<p>These new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”</p>\n<p>To be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.</p>\n<p>But ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.</p>\n<p>“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.</p>\n<p>“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.</p>\n<p>Sosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.</p>\n<p>Indeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.</p>\n<p>But Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.</p>\n<p><img src=\"https://static.tigerbbs.com/710e642d3b685b74f8c9dcaf46ef3e0b\" tg-width=\"968\" tg-height=\"643\"></p>\n<p>“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”</p>\n<p>The swings you get can definitely make you feel some sort of way.</p>\n<p>— Matt Kohrs, 26, who streams stock analysis daily on YouTube</p>\n<p>It is now changing the lives of those who got in early and are still riding the names higher.</p>\n<p>Take Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.</p>\n<p>With 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.</p>\n<p>“The swings you get can definitely make you feel some sort of way,” he says.</p>\n<p>Companies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.</p>\n<p>AMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.</p>\n<p>Forget the boardroom. Corporate policy is now being determined in the chat room.</p>\n<p>Big investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.</p>\n<p>In the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.</p>\n<p>There can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.</p>\n<p>For now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.</p>\n<p>For retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.</p>\n<p>New investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.</p>\n<p>“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”</p>\n<p>Claire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”</p>\n<p>Just like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.</p>\n<p>The new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.</p>\n<p>The group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d79c78a14cc8f297e17397cc54bdb5\" tg-width=\"1260\" tg-height=\"840\"><span>Keith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.</span></p>\n<p>Many short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.</p>\n<p>As the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”</p>\n<p>To beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.</p>\n<p>Distrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.</p>\n<p>Travis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.</p>\n<p>“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.</p>\n<p>“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.</p>\n<p>The Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.</p>\n<p>Regulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”</p>\n<p>Traditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.</p>\n<p>In one form or another, this is the future client base of Wall Street.</p>\n<p>Arizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.</p>\n<p>Even so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Meme Stock Trade Is Far From Over. What Investors Need to Know.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Meme Stock Trade Is Far From Over. What Investors Need to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 09:15 GMT+8 <a href=https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SCHW":"嘉信理财","GME":"游戏驿站","NEGG":"Newegg Comm Inc.","BBBY":"Bed Bath & Beyond, Inc.","CLOV":"Clover Health Corp","BB":"黑莓","AMC":"AMC院线","CARV":"卡弗储蓄","WKHS":"Workhorse Group, Inc."},"source_url":"https://www.barrons.com/articles/the-meme-stock-trade-is-far-from-over-what-investors-need-to-know-51625875247?mod=hp_HERO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112201050","content_text":"It seemed to be only a matter of time.\nWhen GameStop (ticker: GME), BlackBerry (BB), and even the desiccated carcass of Blockbuster suddenly sprang to life in January, the clock was already ticking for when they would crash again. Would it be hours, days, or weeks?\nIt has now been half a year, and the core “meme stocks” are still trading at levels considered outrageous by people who have studied them for years. New names like Clover Health Investments(CLOV) and Newegg Commerce(NEGG) have recently popped up on message boards, and their stocks have popped, too.\nThe collective efforts of millions of retail traders—long derided as “the dumb money”—have successfully held stocks aloft and forced naysayers to capitulate.\nThat is true even as the companies they are betting on have shown scant signs of transforming their businesses, or turning profits that might justify their valuations. BlackBerry burned cash in its latest quarter and warned that its key cybersecurity division would hit the low end of its revenue guidance; the stock dipped on the news but has still more than doubled in the past year.\nWhile trading volume at the big brokers has come down slightly from its February peak, it remains two to three times as high as it was before the pandemic. And a startling amount of that activity is occurring in stocks favored by retail traders. The average daily value of shares traded in AMC Entertainment Holdings(AMC), for example, reached $13.1 billion in June, more than Apple’s(AAPL) $9.5 billion and Amazon.com’s (AMZN) $10.3 billion.\nEven as the coronavirus fades in the U.S., most new traders say they are committed to the hobby they learned during lockdown—58% of day traders in a Betterment survey said they are planning to trade even more in the future, and only 12% plan to trade less. Amateur pandemic bakers have stopped kneading sourdough loaves; traders are only getting hungrier.\nA sustained bear market would spoil such an appetite, as it did when the dot-com bubble burst. For now, dips are reasons to hold or buy.\n\n“I’ve seen that the ‘buy the dip’ sentiment hasn’t relented for a moment,” wrote Brandon Luczek, an electronics technician for the U.S. Navy who trades with friends online, in an email to Barron’s.\nThe meme stock surge has been propelled by a rise in trading by retail investors. In 2020, online brokers signed clients at a record pace, with more than 10 million people opening new accounts. That record will almost certainly be broken in 2021. Brokers had already added more than 10 million accounts less than halfway into the year, some of the top firms have disclosed.\nMeme stocks are both the cart and the horse of this phenomenon. Their sudden price spikes are driven by new investors, and then that action drives even more new people to invest. Millions of people downloaded investing apps in late January and early February just to be a part of the fun. A recent Charles Schwab(SCHW) survey found that 15% of all current traders began investing after 2020.\n\nThe most prominent player in the surge is Robinhood, which said it had added 5.5 million funded accounts in the first quarter alone. But it isn’t alone. Fidelity, for instance, announced that it had attracted 1.6 million new customers under the age of 35 in the first quarter, 223% more than a year before.\nUnder pressure from Robinhood’s zero-commission model, all of the major brokers cut commissions to zero in 2019. That opened the floodgates to a new group of customers—one that may not have as much spare cash to trade but is more active and diverse than its predecessors. And the brokers are cashing in. Fidelity is hoping to attract investors before they even have driver’s licenses, allowing children as young as 13 to open trading accounts. Robinhood is riding the momentum to an initial public offering that analysts expect to value it at more than 10 times its revenue.\nThese new customers act differently than their older peers. For years, there was a “big gravitation toward ETFs,” says Chris Larkin, head of trading at E*Trade, which is now owned by Morgan Stanley (MS). But picking single stocks is clearly “the big story of 2021.”\nTo be sure, equity exchange-traded funds are still doing well, as investors around the world bet on the pandemic recovery and avoid weak bond yields.\nBut ETFs don’t light up the message boards like stocks do. Not that it has been a one-way ride for the top names. GameStop did dip in February, and Wall Street enjoyed a moment of schadenfreude. It didn’t last.\n“Like cicadas, meme traders returned in a wild blaze of activity after being seemingly underground for several months,” wrote Steve Sosnick, chief strategist at Interactive Brokers. Sosnick believes that the meme stocks tend to trade inversely to cryptocurrencies, because their fans rotate from one to the other as the momentum shifts.\n“I don’t think it’s strictly a coincidence that meme stocks roared back to life after a significant correction in Bitcoin and other cryptocurrencies,” he wrote.\nSosnick considers meme stocks a “sector unto themselves,” one that he segregates on his computer monitor away from other stock tickers.\nIndeed, Wall Street’s reaction to the meme stock revolution has been to isolate the parts of the market that the pros deem irrational. Most short sellers won’t touch the stocks, and analysts are dropping coverage.\nBut Wall Street can’t swat the retail army away like cicadas, or count on them disappearing for the next 17 years. Stock trading has permanently shifted. This year, retail activity accounts for 24% of equity volume, up from 15% in 2019. Adherents to the new creed are not passive observers willing to let Wall Street manage the markets.\n\n“What this really reflects is a reversal of the trends that we saw toward less and less engagement with individual companies,” says Joshua Mitts, a professor at Columbia Law School specializing in securities markets. “Technology is bringing the average investor closer to the companies in which he or she invests, and that’s just taking on new and unpredictable forms.”\nThe swings you get can definitely make you feel some sort of way.\n— Matt Kohrs, 26, who streams stock analysis daily on YouTube\nIt is now changing the lives of those who got in early and are still riding the names higher.\nTake Matt Kohrs, who had invested in AMC Entertainment early. He quit his job as a programmer in New York in February, moved to Philadelphia, and started streaming stock analysis on YouTube for seven hours a day.\nWith 350,000 YouTube followers, it’s paying the bills. With his earnings from ads and from the stock, Kohrs says he can pull down roughly the same salary he made before. But he also knows that relying on earnings from stocks like this is nothing like a 9-to-5 job.\n“The swings you get can definitely make you feel some sort of way,” he says.\nCompanies are starting to react more aggressively, too. They are either embracing their new owners or paying meme-ologists to understand the emoji-filled language of the new Wall Street so they can ward them off or appease them.\nAMC even canceled a proposed equity raise this past week because the company apparently didn’t like the vibes it was getting from the Reddit crowd. AMC has already quintupled its share count over the past year. CEO Adam Aron tweeted that he had seen “many yes, many no” reactions to his proposal to issue 25 million more shares, so it will be canceled instead of being presented for a vote at AMC’s annual meeting later this month. The company did not respond to a question on how it had polled shareholders.\nForget the boardroom. Corporate policy is now being determined in the chat room.\nBig investors are spending more time tracking social-media discussions about stocks. Bank of America found in a survey this year that about 25% of institutions had already been tracking social-media sentiment, but that about 40% are interested in using it going forward.\nIn the past few months, Bank of America, Morgan Stanley, and J.P. Morgan have all produced reports on how to trade around the retail action, coming to somewhat different conclusions.\nThere can be “alpha in the signal,” as Morgan Stanley put it, but it can take some intense number-crunching to get there. Not all message-board chatter leads to sustained price gains, of course, and retail order flow cannot easily be separated from institutional flow without substantial data analysis. For investors with the tools to pinpoint which stocks retail investors are buying and which they are selling, J.P. Morgan suggests going long on the 20% of stocks with the most buying interest and short on the top 20% in selling interest.\nFor now, many of the institutions buying data on social-media sentiment appear to be trying to reduce their risks, as opposed to scouting new opportunities, according to Boris Spiwak of alternative data firm Thinknum, which offers products that track social-media sentiment. “They see it as almost like an insurance policy, to limit their downside risks,” he says.\nFor retail traders, the method isn’t always scientific. The action is sustained by a community ethos. And the force behind it is as much emotional and moral as financial.\nNew investors say they are motivated by a desire to prove themselves and punish the old guard as much as by profits. They learn from one another about the market, sometimes amplifying or debunking conspiracy theories about Wall Street. Some link the meme-stock movement to continued mistrust of big financial institutions stemming from the 2008 financial crisis.\n“Wall Street brought our economy to its knees, and no one ever got in trouble for it,” says the 26-year-old Kohrs. “So, I think they view this as not only can we make money, but we can also make these hedge funds on Wall Street pay.”\nClaire Hirschberg is a 28-year-old union organizer who bought about $50 worth of GameStop stock on Robinhood in January after hearing about it from friends. She liked the idea, but what really got her excited about it was the reaction of her father, a longtime money manager. “He was so mad I had bought GameStop and was refusing to sell,” she says, laughing. “And that just makes me want to hold it forever.”\nJust like old Wall Street has rituals and codes, the new one does, too. A new investment banking employee learns quickly that you don’t wear a Ferragamo tie until after you make associate. You never leave the office until the managing director does, and you don’t complain about the hours. And the bad guys are the regulators and Sen. Elizabeth Warren, and not in that order.\nThe new trading desk—the apps that millions of retail traders now use and the message boards where they congregate—have unspoken rules, too. Publicly acknowledging financial losses is a valiant act, evidence of internal fortitude and belief in the group. You don’t take yourself seriously and you don’t police language. You are part of an army of “apes” or “retards.” You hold through the crashes, even if it means you might lose everything. And the bad guys are the short sellers, the market makers, and the Wall Street elites, in that order.\nThe group action is not just for moral support. The trading strategy depends on people keeping up the buying pressure to force a short squeeze or to buy bullish options that trigger what’s known as a gamma squeeze.\nKeith Gill became the face of the Reddit army of retail traders pushing shares of GameStop higher when he appeared virtually before a House Financial Services Committee hearing in February.\nMany short sellers say they won’t touch these stocks anymore. But clearly, others aren’t taking that advice and are giving the meme movement oxygen by repeatedly betting against the stocks. AMC’s short interest was at 17% of the stock’s float in mid-June, down from 28% in January, but not by much.\nAs the price rises, the shorts can’t help themselves. They start “drooling, with flames coming out of their ears,” says Michael Pachter, a Wedbush Securities analyst who has covered GameStop for years. “What’s kind of shocked me is the definition of insanity, which is doing the same thing over and over and over again and hoping for a different outcome each time, and the shorts keep coming back,” he says. “And [GameStop bull] Keith Gill and his Reddit raiders keep squeezing them, and it keeps working.”\nTo beat the short sellers, the Reddit crowd needs to hold together, but the community has been showing cracks at times. The two meme stocks with the most determined fan bases—GameStop and AMC—still have enormous armies of core believers who do not seem easily swayed. But other names seem to have more-fickle backers. Several stocks caught up in the meme madness have come crashing down to earth.Bed Bath & Beyond(BBBY) spiked twice—in late January and early June—but now trades only slightly above its mid-January levels. People who bought during the upswings have lost money.\nDistrust has spread, and some traders worry that wallstreetbets— the original Reddit message board that inspired the GameStop frenzy—has grown so fast that it has lost its original spirit, and potentially grown vulnerable to manipulation. Some have moved to other message boards, like r/superstonk, in hopes of reclaiming the old community’s flavor.\nTravis Rehl, the founder of social-media tracking company Hype Equity, says that he tries to separate possible manipulators from more organic investor sentiment. Hype Equity is usually hired by public-relations firms representing companies that are being talked about online, he says. Now, he sees a growing trend of stocks that suddenly come up on message boards, receive positive chatter, and then disappear.\n“It’s called into question what is a true discussion versus what is something that somebody just wants to pump,” he says. The moderators of wallstreetbets forbid market manipulation on the platform, and Rehl say they appear to work hard to police misinformation. The moderators did not respond to a request from Barron’s for comment.\n“If you can create enough buzz to get a stock that goes up 10%, 20%, even 50% in a short period of time, there’s a tremendous incentive to do that,” Sosnick says.\nThe Securities and Exchange Commission is watching for funny business on the message boards. SEC Chairman Gary Gensler and some members of Congress have discussed changing market rules with the intention of adding transparency protecting retail traders—although changes could also anger the retail crowd if they slow down trading or make it more expensive.\nRegulations aren’t the only thing that could deflate this trend. Dan Egan, vice president of behavioral finance and investing at fintech Betterment, thinks the momentum may run out of steam in September. Even “apes” have responsibilities. “Kids start going back to schools; parents are free to go to work again,” he says. “That’s the next time there’s going to be some oxygen pulled out of the room.”\nTraditional investors may be tempted to write off the entire phenomenon as temporary madness inspired by lockdowns and free government money. But that would be a mistake. If zero-commission brokerages and fun with GameStop broke down barriers for millions of new investors to open accounts, it’s almost certainly a good thing, as long as most people bet with money they don’t need immediately. Many new retail traders say they are teaching themselves how to trade, and have begun to diversify their holdings.\nIn one form or another, this is the future client base of Wall Street.\nArizona State University professor Hendrik Bessembinder published groundbreaking research in 2018 that found that “a randomly selected stock in a randomly selected month is more likely to lose money than make money.” In short, picking single stocks and holding a concentrated portfolio tends to be a losing strategy.\nEven so, he’s encouraged by the new wave of trading. “I welcome the increase in retail trading, the idea of the stock market being a place with wide participation,” Bessembinder says. “Economists can’t tell people they shouldn’t get some fun.”","news_type":1,"symbols_score_info":{"CARV":0.9,"BB":0.9,"WKHS":0.9,"CLOV":0.9,"SCHW":0.9,"MRIN":0.9,"GME":0.9,"NEGG":0.9,"BBBY":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159781455,"gmtCreate":1624980240677,"gmtModify":1703849469379,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Hold strong!","listText":"Hold strong!","text":"Hold strong!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159781455","repostId":"2147343850","repostType":4,"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121668119,"gmtCreate":1624462229131,"gmtModify":1703837576843,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Hmm...","listText":"Hmm...","text":"Hmm...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121668119","repostId":"1127255730","repostType":4,"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":898743506,"gmtCreate":1628524298405,"gmtModify":1703507630060,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you ?","listText":"Pls like and comment, thank you ?","text":"Pls like and comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/898743506","repostId":"1159439117","repostType":4,"repost":{"id":"1159439117","kind":"news","pubTimestamp":1628519565,"share":"https://ttm.financial/m/news/1159439117?lang=en_US&edition=fundamental","pubTime":"2021-08-09 22:32","market":"us","language":"en","title":"AMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1159439117","media":"Thestreet","summary":"Advanced Micro Devices (AMD) traded higher Monday after analysts at BMO Capital Markets boosted the","content":"<p>Advanced Micro Devices (<b>AMD</b>) traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share gains against its rival.</p>\n<p>In what he described as a 'mea culpa' note on the chipmaker, BMO Capital Markets analyst Ambrish Srivastava raised his rating on AMD by one notch, to 'outperform' and boosted his price target by $30, to $110 per share, citing an improved valuation, better-than-expected 2022 earnings growth and consistent market shares gains against its main rival Intel INTC.</p>\n<p>\"More importantly, with respect to estimates, we also believe there is continued upward bias as we go through the year. Especially as AMD starts to ramp designs it has already won on the datacenter side, from the HPC to enterprise, including CPUs and GPUs,\" said xxxx. \"While anticipated, we do not believe these wins are appropriately reflected incurrent estimates.\"</p>\n<p>\"With respect to share gains in CPU vs. Intel, we still believe that the rate of share gains will moderate next year vs. Intel, as Intel builds on its Icelake platform and rolls out Sapphire Rapids,\" he added. \"However, AMD has now executed and delivered to a point that it has carved out a position as a viable alternative to Intel for the foreseeable future.\"</p>\n<p>AMD shares were marked 0.5% higher in early trading Monday, against a 0.05% move lower for the Nasdaq, to change hands at $110.75 each, a move that would extend the stock's year-to-date gain to around 20.7%.</p>\n<p>Last month, AMD posted a99% year-on-year surge in second quarter revenuesthat drove a stronger-than-expected bottom line of 63 cents per share.</p>\n<p>The computing and graphics segment, which covers GPU and PC CPU sales, saw revenue total $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales.</p>\n<p>Enterprise, embedded and semi-custom segment revenue was $1.60 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher EPYC processor revenue and semi-custom product sales, the company said.</p>\n<p>For the full year 2021, AMD now expects revenue growth of about 60%, up from prior guidance of roughly 50%, driven by strong growth across all businesses.</p>","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>AMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target</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\">\nAMD Stock Moves Higher After BMO Capital Boosts Rating, Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 22:32 GMT+8 <a href=https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD) traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share ...</p>\n\n<a href=\"https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.thestreet.com/investing/amd-stock-higher-after-bmo-capital-boosts-rating-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159439117","content_text":"Advanced Micro Devices (AMD) traded higher Monday after analysts at BMO Capital Markets boosted their rating and target price for the chipamaker amid an improving earnings backdrop and market share gains against its rival.\nIn what he described as a 'mea culpa' note on the chipmaker, BMO Capital Markets analyst Ambrish Srivastava raised his rating on AMD by one notch, to 'outperform' and boosted his price target by $30, to $110 per share, citing an improved valuation, better-than-expected 2022 earnings growth and consistent market shares gains against its main rival Intel INTC.\n\"More importantly, with respect to estimates, we also believe there is continued upward bias as we go through the year. Especially as AMD starts to ramp designs it has already won on the datacenter side, from the HPC to enterprise, including CPUs and GPUs,\" said xxxx. \"While anticipated, we do not believe these wins are appropriately reflected incurrent estimates.\"\n\"With respect to share gains in CPU vs. Intel, we still believe that the rate of share gains will moderate next year vs. Intel, as Intel builds on its Icelake platform and rolls out Sapphire Rapids,\" he added. \"However, AMD has now executed and delivered to a point that it has carved out a position as a viable alternative to Intel for the foreseeable future.\"\nAMD shares were marked 0.5% higher in early trading Monday, against a 0.05% move lower for the Nasdaq, to change hands at $110.75 each, a move that would extend the stock's year-to-date gain to around 20.7%.\nLast month, AMD posted a99% year-on-year surge in second quarter revenuesthat drove a stronger-than-expected bottom line of 63 cents per share.\nThe computing and graphics segment, which covers GPU and PC CPU sales, saw revenue total $2.25 billion, up 65% year-over-year and 7% quarter-over-quarter driven by higher client and graphics processor sales.\nEnterprise, embedded and semi-custom segment revenue was $1.60 billion, up 183% year-over-year and 19% quarter-over-quarter. The increases were driven by higher EPYC processor revenue and semi-custom product sales, the company said.\nFor the full year 2021, AMD now expects revenue growth of about 60%, up from prior guidance of roughly 50%, driven by strong growth across all businesses.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584068790104914","authorId":"3584068790104914","name":"aisuru","avatar":"https://static.tigerbbs.com/f38bd19dfc561b022df0a91c8b68d8e6","crmLevel":11,"crmLevelSwitch":1,"idStr":"3584068790104914","authorIdStr":"3584068790104914"},"content":"AMD to the moon!!!","text":"AMD to the moon!!!","html":"AMD to the moon!!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860197206,"gmtCreate":1632144754305,"gmtModify":1676530709590,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you ? ","listText":"Pls like and comment, thank you ? ","text":"Pls like and comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/860197206","repostId":"1131742866","repostType":4,"repost":{"id":"1131742866","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632143946,"share":"https://ttm.financial/m/news/1131742866?lang=en_US&edition=fundamental","pubTime":"2021-09-20 21:19","market":"us","language":"en","title":"4 Stocks Insiders Are Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1131742866","media":"Benzinga","summary":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view t","content":"<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales.</p>\n<p><b>International Money Express</b></p>\n<p><b>The Trade:International Money <a href=\"https://laohu8.com/S/EXPR\">Express, Inc.</a></b> IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincon<i>disposed a total of 57719 shares</i>at an average price of $17.01. The insider received $981,903.03 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>International Money Express, last month announced a $40 million buyback program.</p>\n<p><b>What International Money Express Does:</b>International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).</p>\n<p><b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> </b></p>\n<p><b>The Trade:Skechers U.S.A., Inc.</b> SKX+0.02%Director Jeffrey Greenberg<i>sold a total of 50000 shares</i>at an average price of $45.38. The insider received $2,269,140.00 from selling those shares.</p>\n<p><b>What’s Happening:</b>The company, in July, said it swung to a profit for the second quarter.</p>\n<p><b>What Skechers Does:</b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> is a lifestyle footwear company under the Skechers GO brand name.</p>\n<p><b><a href=\"https://laohu8.com/S/CROX\">Crocs</a></b></p>\n<p><b>The Trade:Crocs, Inc.</b> CROX+0.02%Director Ronald Frasch<i>sold a total of 33000 shares</i>at an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.</p>\n<p><b>What Crocs Does:</b>Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.</p>\n<p><b><a href=\"https://laohu8.com/S/WDAY\">Workday</a></b></p>\n<p><b>The Trade:Workday, Inc.</b> WDAY+0.02%Director David Duffield<i>sold a total of 108900 shares</i>at an average price of $269.37. The insider received $29,334,827.31 from selling those shares.</p>\n<p><b>What’s Happening:</b>Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.</p>\n<p><b>What Workday Does:</b>Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.</p>","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>4 Stocks Insiders Are Selling</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\">\n4 Stocks Insiders Are Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-09-20 21:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.</p>\n<p>Below is a look at a few recent notable insider sales.</p>\n<p><b>International Money Express</b></p>\n<p><b>The Trade:International Money <a href=\"https://laohu8.com/S/EXPR\">Express, Inc.</a></b> IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincon<i>disposed a total of 57719 shares</i>at an average price of $17.01. The insider received $981,903.03 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>International Money Express, last month announced a $40 million buyback program.</p>\n<p><b>What International Money Express Does:</b>International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).</p>\n<p><b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> </b></p>\n<p><b>The Trade:Skechers U.S.A., Inc.</b> SKX+0.02%Director Jeffrey Greenberg<i>sold a total of 50000 shares</i>at an average price of $45.38. The insider received $2,269,140.00 from selling those shares.</p>\n<p><b>What’s Happening:</b>The company, in July, said it swung to a profit for the second quarter.</p>\n<p><b>What Skechers Does:</b><a href=\"https://laohu8.com/S/SKX\">Skechers USA</a> is a lifestyle footwear company under the Skechers GO brand name.</p>\n<p><b><a href=\"https://laohu8.com/S/CROX\">Crocs</a></b></p>\n<p><b>The Trade:Crocs, Inc.</b> CROX+0.02%Director Ronald Frasch<i>sold a total of 33000 shares</i>at an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.</p>\n<p><b>What’s Happening:</b>Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.</p>\n<p><b>What Crocs Does:</b>Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.</p>\n<p><b><a href=\"https://laohu8.com/S/WDAY\">Workday</a></b></p>\n<p><b>The Trade:Workday, Inc.</b> WDAY+0.02%Director David Duffield<i>sold a total of 108900 shares</i>at an average price of $269.37. The insider received $29,334,827.31 from selling those shares.</p>\n<p><b>What’s Happening:</b>Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.</p>\n<p><b>What Workday Does:</b>Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IMXI":"国际货币快递","CORX":"2x Corn ETF","WDAY":"Workday","SKX":"斯凯奇","EXPR":"Express, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131742866","content_text":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.\nBelow is a look at a few recent notable insider sales.\nInternational Money Express\nThe Trade:International Money Express, Inc. IMXI+undefined%(Get Free Alerts for IMXI)Director John Rincondisposed a total of 57719 sharesat an average price of $17.01. The insider received $981,903.03 as a result of the transaction.\nWhat’s Happening:International Money Express, last month announced a $40 million buyback program.\nWhat International Money Express Does:International Money Express is a processor of money transfer services in the USA to the Latin America corridor (LAC).\nSkechers USA \nThe Trade:Skechers U.S.A., Inc. SKX+0.02%Director Jeffrey Greenbergsold a total of 50000 sharesat an average price of $45.38. The insider received $2,269,140.00 from selling those shares.\nWhat’s Happening:The company, in July, said it swung to a profit for the second quarter.\nWhat Skechers Does:Skechers USA is a lifestyle footwear company under the Skechers GO brand name.\nCrocs\nThe Trade:Crocs, Inc. CROX+0.02%Director Ronald Fraschsold a total of 33000 sharesat an average price of $153.92. The insider received $5,079,387.66 as a result of the transaction.\nWhat’s Happening:Crocs CEO Andrew Rees recently said Crocs brand is expected to grow to over $5 billion in sales by 2026.\nWhat Crocs Does:Crocs is engaged in the design, development, marketing, distribution, and sale of casual lifestyle footwear accessories for men, women, and children.\nWorkday\nThe Trade:Workday, Inc. WDAY+0.02%Director David Duffieldsold a total of 108900 sharesat an average price of $269.37. The insider received $29,334,827.31 from selling those shares.\nWhat’s Happening:Barclays, on Friday, maintained Workday with an Overweight and raised the price target from $309 to $340.\nWhat Workday Does:Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California.","news_type":1,"symbols_score_info":{"IMXI":0.9,"SKX":0.9,"EXPR":0.9,"CORX":0.9,"WDAY":0.9}},"isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884866462,"gmtCreate":1631879915756,"gmtModify":1676530659829,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like & comment, thank you ? ","listText":"Pls like & comment, thank you ? ","text":"Pls like & comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/884866462","repostId":"1101041809","repostType":4,"repost":{"id":"1101041809","kind":"news","pubTimestamp":1631878190,"share":"https://ttm.financial/m/news/1101041809?lang=en_US&edition=fundamental","pubTime":"2021-09-17 19:29","market":"us","language":"en","title":"AMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1101041809","media":"Seeking Alpha","summary":"Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.</li>\n <li>Its recent growth has been impressive, driven mainly by its product portfolio that has enabled AMD to report record revenues and earnings.</li>\n <li>It is trading at a lower valuation compared to Nvidia or ASML and my price target is $215 per share by the end-2024.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec55c4f8340ca053f249af481ee9a179\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>JHVEPhoto/iStock Editorial via Getty Images</span></p>\n<p><b>Advanced Micro Devices</b>(AMD) is a good play in the secular semiconductor growth theme, due to strong growth, a reasonable valuation compared to other companies with leading positions in their respective segment and strong upside potential over the next three years.</p>\n<p><b>AMD Overview</b></p>\n<p>AMD is a semiconductor company offering microprocessors for accelerated processing units (APUs) and for graphic processing units (GPUs). Its main competitors are <b>Intel</b>(INTC) and <b>Nvidia</b>(NVDA), which historically have been the leading companies in its respective segments (CPUs and GPUs). AMD was founded in 1969 and trades on the NASDAQ and has nowadays a market value of about $127 billion.</p>\n<p>AMD is a fabless company, which means that it designs its chips but does not have its own production facilities, relying on third-parties for the production phase of which its main supplier is the <b>Taiwan Semiconductor Manufacturing Company</b>(TSM). AMD has a diversified customer base, with no one representing more than 10% of its annual revenues, and more than 75% of its revenues are generated internationally showing that AMD is a global company.</p>\n<p>Last October, AMD entered intoan agreement to acquire <b>Xilinx</b>(XLNX), in an all-stock deal valued at $35 billion at the time. The strategic rationale of this acquisition is to enhance AMD's position in the industry, especially in the high performance computing segment. This deal is expected to close by the end of 2021 and should lead to cost synergies and stronger innovation and product differentiation, boding well for AMD's growth and profitability in the future.</p>\n<p><b>AMD's Growth</b></p>\n<p>As I've analyzed in a previous article on \"ASML: A Fantastic Company For Long-Term Investors\", the semiconductor industry has very good long-term growth prospects due to several sources of innovation that should support growth for many years down the road across the industry.</p>\n<p>Indeed, according to MarketWatch, the semiconductor industry is projected to grow at a compounded annual growth rate (CAGR) of 8.6% during 2021-28, with the Logic segment being the major growth driver, which bodes quite well for AMD's growth prospects.</p>\n<p>Beyond positive industry tailwinds, AMD also has good growth prospects from improved fundamentals, as the company has improved significantly its competitive position in the industry compared to its history. While Intel was the leading chip company for many years in the PC segment, the rise of new technologies and chip applications in recent years has changed the industry landscape.</p>\n<p>AMD is now in a very good position to be a major player in the rise of high performance computing, artificial intelligence and gaming, which are growing markets and where AMD's market share is still relatively low. According to the company, total addressable market for data center, PCs and gaming is about $79 billion, thus AMD has plenty of growth opportunities both from overall industry growth and market share gains from its competitors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52dec6c4eb951df3dc84d1e011c77073\" tg-width=\"640\" tg-height=\"326\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p>This is supported by AMD's product portfolio across several applications that is currently in a leadership position regarding performance, which is a critical factor for both individual and corporate customers when deciding to buy PCs for instance, and also power efficiency which is more important for data center customers.</p>\n<p>During 2020, AMD released multiple products based in advanced technologies of 7 nanometer (nm), including Ryzen for desktops, Radeon for gaming and expanded its EPYC processor family dedicated to data centers. This push from AMD has made it very competitive both with Intel and NVIDIA and has led to outstanding revenue growth in recent quarters, showing that demand in the Logic segment comes mainly from superior technology rather than pricing.</p>\n<p>This bodes well for AMD's revenue growth in the near future as Intel has struggled to develop new products that are competitive and its recent product roadmap seems to be more of a catch-up to competitors, rather than returning to a leadership position.</p>\n<p>For long-term investors, this means that AMD is well positioned to benefit from secular growth trends in the semiconductor industry, even though competition in the industry is fierce and Intel and NVIDIA are also constantly innovating and delivering new products into the market (NVIDIA is expected to enter the CPU market for high performance computing in 2023, for example) so the industry landscape can change quite rapidly and no player should assume that is capable to have an undisputed technological leadership over the long term.</p>\n<p>Beyond its growth opportunities in data center, PCs and gaming, AMD also has good prospects in the automotive industry, namely in supplying chips for infotainment systems. For instance, the company was able to gain <b>Tesla</b>(TSLA) as a customer over Intel in the Model S/X infotainment systems, even though its presence in the automotive industry remains limited.</p>\n<p>To strengthen AMD's position into new industries, such as automotive, AMD agreed almost one year ago to buy Xilinx, a combination that would diversify further its business and also strengthen its position in data centers. This would increase AMD's total addressable market to about $110 billion and is expected to be financially accretive before synergies, making this deal very interesting for AMD. It is not certain that the deal will be approved in all countries (with China possibly being the more difficult to get regulatory approval), but if it gets the 'green light' the market will, most likely, receive well this deal.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4f725d555c6b55cdc023f034573abc1\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p><b>AMD Financial Performance</b></p>\n<p>Regarding its financial performance, AMD has a very good history especially over the past couple of years. Supported by the company's improved product portfolio, AMD's revenues and earnings increased markedly, with the company reporting record results in the last year. Nevertheless, AMD's revenues increased at a CAGR of 22% from 2016 to 2020, showing that AMD was able to increase revenues consistently over the past few years.</p>\n<p>In 2020, AMD's revenues increased by 45% to $9.8 billion, its gross margin improved to 45% and AMD's net income was close to $2.5 billion. However, AMD recognized a $1.3 billion tax gain related to deferred tax assets, thus its 'clean' net income was close to $1.2 billion, which was nonetheless a big improvement compared to 2019 (net income of $341 million).</p>\n<p>Most of its revenue growth came from higher volumes in the computing and graphics business, which were boosted by several product launches during 2020, but also from the pandemic that led to higher demand for consumer electronics and gaming products, but also from higher revenue in the data center segment.</p>\n<p>During the first six months of 2021, AMD maintained a very strong operating momentum, boosted by its product portfolio. In the second quarter of 2021, AMD reported revenues of $3.85 billion (+99% YoY) to a new quarterly record, its gross margin increased to 48%, net income amounted to $710 million (+350% YoY) and free cash flow reached a new record of $888 million in the quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da23f4eb115916382eacd26ea68c89a4\" tg-width=\"595\" tg-height=\"295\" width=\"100%\" height=\"auto\"><span>Source: AMD.</span></p>\n<p>This outstanding performance was driven by all of its segments, but the Enterprise, Embedded and Semi-Custom segment had a stellar performance with revenues up by 160% YoY, showing that AMD's product portfolio is of great quality and is winning market share over its competitors, especially in the data center segment.</p>\n<p>This strong growth in data center is not expected to change soon, given that AMD has clearly a technological leadership over its main competitor Intel, which in my opinion can't be separated from TSMC's strong manufacturing capacities. Given that AMD is a fabless company, it relies heavily on TSMC's production capabilities, which are currently the most advanced in the industry.</p>\n<p>On the other hand, Intel has had several setbacks in its technological developments, namely the 7nm process delays and is not expected to be on par with TSMC in the next 2-3 years. Moreover, TSMC is already working on the 3nm process, which AMD can potentially use to improve even further its server's chips and maintain an edge over Intel in the coming years, even though in the coming months its new products are expected to be produced using the 5nm process.</p>\n<p>This competitive dynamic has been evident over the past few quarters, with AMD's revenue growth dwarfing Intel in the data center segment, which over the past few years has been the major growth area for Intel. As I've discussed recently on \"Intel Doesn't Offer Much Value\", Intel's recent announcement regarding its product portfolio didn't impress the market and it doesn't appear to be a game changer and therefore AMD is expected to continue to gain market share over the next 2-3 years.</p>\n<p>More recently, there were some rumors about possible price cuts from Intel to be more competitive, but in my opinion, this is the wrong approach because this is a segment where performance and energy efficiency are more important than just pricing, thus AMD's position is not expected to change unless new products from its competitors can beat AMD's EPYC processors on these measures.</p>\n<p>Going forward, AMD's growth rates should start to decrease somewhat as annual comparisons become tougher, but nevertheless its growth prospects over the medium term are quite good. Indeed, according to analysts' estimates, AMD's revenues are expected to be about $15.6 billion in 2021 (+60% YoY), while the annual growth rate should decrease to between 15-20% in the following four years, to revenues of about $28 billion by 2025. This represents a CAGR of around 16% over the next four years, which is still quite good. However, these expectations don't include the pending merger with Xilinx and if the deal goes ahead, AMD's annual revenue growth over the next five years may be close to 20%.</p>\n<p>Beyond strong revenue growth, AMD's margins are also expected to improve given that its gross margin was 45% in 2020 and should be above consistently above 50% after 2023. This means that earnings growth should be somewhat higher than revenue growth during this period, which makes sense as the company becomes more efficient as costs should increase at a lower rate than revenues, plus its margins can be even higher than currently expected through synergies achieve from the integration of Xilinx.</p>\n<p><b>AMD Balance Sheet & Capital Returns</b></p>\n<p>Regarding its balance sheet, AMD has a very good position considering that at the end of June it had $3.79 billion in cash and cash equivalents, while its total debt was only $313 million. This financial profile is much improved from a few years ago and is not expected to change if the Xilinx deal is approved, as Xilinx also has a strong net cash position and cash flow generation will be improved for the combined companies.</p>\n<p>This means that AMD is nowadays in a good position to deliver strong capital returns to shareholders, while in the past its shareholder remuneration policy has been weaker. AMD does not pay dividends, but has done share buybacks, which I expect to remain the preferred way to return capital to shareholders in the short term.</p>\n<p>However, I think that a dividend distribution is possible over the next few years as the company has improved a lot its financial profile in recent years and has plenty of capacity to distribute a sustainable dividend over the long term. This would be a very positive signal from AMD's management about its confidence in the company's long-term fundamentals and could also be positive for its share price because it would attract a more diverse shareholder base.</p>\n<p><b>Bottom Line</b></p>\n<p>AMD's recent growth has been impressive and its financial profile is quite robust, a huge transformation from a few years ago. AMD has a strong product portfolio and a good competitive position in the semiconductor industry, being very well positioned to ride the secular growth trend expected in this industry over the next decade.</p>\n<p>Despite these strong fundamentals, AMD is tradingat about 36x its earnings expected over the coming 12 months, at a discount to other secular growth companies in the semiconductor industry, such as Nvidia or <b>ASML</b>(ASML) that trade closer to 50x forward earnings, being therefore attractive on a relative basis.</p>\n<p>Moreover, on an absolute basis my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I'll 2025 estimates to see if AMD is currently undervalued or not and its historical valuation over the past couple of years based on earnings for the next 12 months (blended forward earnings).</p>\n<p>Its historical valuation, based on Bloomberg data, has been on average about 42x over the past two years, and taking into account 2025 EPS estimate of $5.06, my price target for end-2024 is $215 per share, which is only more than double AMD's current share price. This shows that AMD has strong upside potential over the next three years and is currently a great play for long-term investors that want to be exposed to the fastest growing companies in the semiconductor industry.</p>\n<p></p>","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>AMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock: One Of The Best Secular Growth Plays In The Semiconductor Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 19:29 GMT+8 <a href=https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.\nIts recent growth has been impressive, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4455588-amd-one-of-the-best-secular-growth-plays-in-the-semiconductor-industry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101041809","content_text":"Summary\n\nAMD has transformed its business and financial profile in the past few years, being now one of the best growth plays in the semiconductor industry.\nIts recent growth has been impressive, driven mainly by its product portfolio that has enabled AMD to report record revenues and earnings.\nIt is trading at a lower valuation compared to Nvidia or ASML and my price target is $215 per share by the end-2024.\n\nJHVEPhoto/iStock Editorial via Getty Images\nAdvanced Micro Devices(AMD) is a good play in the secular semiconductor growth theme, due to strong growth, a reasonable valuation compared to other companies with leading positions in their respective segment and strong upside potential over the next three years.\nAMD Overview\nAMD is a semiconductor company offering microprocessors for accelerated processing units (APUs) and for graphic processing units (GPUs). Its main competitors are Intel(INTC) and Nvidia(NVDA), which historically have been the leading companies in its respective segments (CPUs and GPUs). AMD was founded in 1969 and trades on the NASDAQ and has nowadays a market value of about $127 billion.\nAMD is a fabless company, which means that it designs its chips but does not have its own production facilities, relying on third-parties for the production phase of which its main supplier is the Taiwan Semiconductor Manufacturing Company(TSM). AMD has a diversified customer base, with no one representing more than 10% of its annual revenues, and more than 75% of its revenues are generated internationally showing that AMD is a global company.\nLast October, AMD entered intoan agreement to acquire Xilinx(XLNX), in an all-stock deal valued at $35 billion at the time. The strategic rationale of this acquisition is to enhance AMD's position in the industry, especially in the high performance computing segment. This deal is expected to close by the end of 2021 and should lead to cost synergies and stronger innovation and product differentiation, boding well for AMD's growth and profitability in the future.\nAMD's Growth\nAs I've analyzed in a previous article on \"ASML: A Fantastic Company For Long-Term Investors\", the semiconductor industry has very good long-term growth prospects due to several sources of innovation that should support growth for many years down the road across the industry.\nIndeed, according to MarketWatch, the semiconductor industry is projected to grow at a compounded annual growth rate (CAGR) of 8.6% during 2021-28, with the Logic segment being the major growth driver, which bodes quite well for AMD's growth prospects.\nBeyond positive industry tailwinds, AMD also has good growth prospects from improved fundamentals, as the company has improved significantly its competitive position in the industry compared to its history. While Intel was the leading chip company for many years in the PC segment, the rise of new technologies and chip applications in recent years has changed the industry landscape.\nAMD is now in a very good position to be a major player in the rise of high performance computing, artificial intelligence and gaming, which are growing markets and where AMD's market share is still relatively low. According to the company, total addressable market for data center, PCs and gaming is about $79 billion, thus AMD has plenty of growth opportunities both from overall industry growth and market share gains from its competitors.\nSource: AMD.\nThis is supported by AMD's product portfolio across several applications that is currently in a leadership position regarding performance, which is a critical factor for both individual and corporate customers when deciding to buy PCs for instance, and also power efficiency which is more important for data center customers.\nDuring 2020, AMD released multiple products based in advanced technologies of 7 nanometer (nm), including Ryzen for desktops, Radeon for gaming and expanded its EPYC processor family dedicated to data centers. This push from AMD has made it very competitive both with Intel and NVIDIA and has led to outstanding revenue growth in recent quarters, showing that demand in the Logic segment comes mainly from superior technology rather than pricing.\nThis bodes well for AMD's revenue growth in the near future as Intel has struggled to develop new products that are competitive and its recent product roadmap seems to be more of a catch-up to competitors, rather than returning to a leadership position.\nFor long-term investors, this means that AMD is well positioned to benefit from secular growth trends in the semiconductor industry, even though competition in the industry is fierce and Intel and NVIDIA are also constantly innovating and delivering new products into the market (NVIDIA is expected to enter the CPU market for high performance computing in 2023, for example) so the industry landscape can change quite rapidly and no player should assume that is capable to have an undisputed technological leadership over the long term.\nBeyond its growth opportunities in data center, PCs and gaming, AMD also has good prospects in the automotive industry, namely in supplying chips for infotainment systems. For instance, the company was able to gain Tesla(TSLA) as a customer over Intel in the Model S/X infotainment systems, even though its presence in the automotive industry remains limited.\nTo strengthen AMD's position into new industries, such as automotive, AMD agreed almost one year ago to buy Xilinx, a combination that would diversify further its business and also strengthen its position in data centers. This would increase AMD's total addressable market to about $110 billion and is expected to be financially accretive before synergies, making this deal very interesting for AMD. It is not certain that the deal will be approved in all countries (with China possibly being the more difficult to get regulatory approval), but if it gets the 'green light' the market will, most likely, receive well this deal.\nSource: AMD.\nAMD Financial Performance\nRegarding its financial performance, AMD has a very good history especially over the past couple of years. Supported by the company's improved product portfolio, AMD's revenues and earnings increased markedly, with the company reporting record results in the last year. Nevertheless, AMD's revenues increased at a CAGR of 22% from 2016 to 2020, showing that AMD was able to increase revenues consistently over the past few years.\nIn 2020, AMD's revenues increased by 45% to $9.8 billion, its gross margin improved to 45% and AMD's net income was close to $2.5 billion. However, AMD recognized a $1.3 billion tax gain related to deferred tax assets, thus its 'clean' net income was close to $1.2 billion, which was nonetheless a big improvement compared to 2019 (net income of $341 million).\nMost of its revenue growth came from higher volumes in the computing and graphics business, which were boosted by several product launches during 2020, but also from the pandemic that led to higher demand for consumer electronics and gaming products, but also from higher revenue in the data center segment.\nDuring the first six months of 2021, AMD maintained a very strong operating momentum, boosted by its product portfolio. In the second quarter of 2021, AMD reported revenues of $3.85 billion (+99% YoY) to a new quarterly record, its gross margin increased to 48%, net income amounted to $710 million (+350% YoY) and free cash flow reached a new record of $888 million in the quarter.\nSource: AMD.\nThis outstanding performance was driven by all of its segments, but the Enterprise, Embedded and Semi-Custom segment had a stellar performance with revenues up by 160% YoY, showing that AMD's product portfolio is of great quality and is winning market share over its competitors, especially in the data center segment.\nThis strong growth in data center is not expected to change soon, given that AMD has clearly a technological leadership over its main competitor Intel, which in my opinion can't be separated from TSMC's strong manufacturing capacities. Given that AMD is a fabless company, it relies heavily on TSMC's production capabilities, which are currently the most advanced in the industry.\nOn the other hand, Intel has had several setbacks in its technological developments, namely the 7nm process delays and is not expected to be on par with TSMC in the next 2-3 years. Moreover, TSMC is already working on the 3nm process, which AMD can potentially use to improve even further its server's chips and maintain an edge over Intel in the coming years, even though in the coming months its new products are expected to be produced using the 5nm process.\nThis competitive dynamic has been evident over the past few quarters, with AMD's revenue growth dwarfing Intel in the data center segment, which over the past few years has been the major growth area for Intel. As I've discussed recently on \"Intel Doesn't Offer Much Value\", Intel's recent announcement regarding its product portfolio didn't impress the market and it doesn't appear to be a game changer and therefore AMD is expected to continue to gain market share over the next 2-3 years.\nMore recently, there were some rumors about possible price cuts from Intel to be more competitive, but in my opinion, this is the wrong approach because this is a segment where performance and energy efficiency are more important than just pricing, thus AMD's position is not expected to change unless new products from its competitors can beat AMD's EPYC processors on these measures.\nGoing forward, AMD's growth rates should start to decrease somewhat as annual comparisons become tougher, but nevertheless its growth prospects over the medium term are quite good. Indeed, according to analysts' estimates, AMD's revenues are expected to be about $15.6 billion in 2021 (+60% YoY), while the annual growth rate should decrease to between 15-20% in the following four years, to revenues of about $28 billion by 2025. This represents a CAGR of around 16% over the next four years, which is still quite good. However, these expectations don't include the pending merger with Xilinx and if the deal goes ahead, AMD's annual revenue growth over the next five years may be close to 20%.\nBeyond strong revenue growth, AMD's margins are also expected to improve given that its gross margin was 45% in 2020 and should be above consistently above 50% after 2023. This means that earnings growth should be somewhat higher than revenue growth during this period, which makes sense as the company becomes more efficient as costs should increase at a lower rate than revenues, plus its margins can be even higher than currently expected through synergies achieve from the integration of Xilinx.\nAMD Balance Sheet & Capital Returns\nRegarding its balance sheet, AMD has a very good position considering that at the end of June it had $3.79 billion in cash and cash equivalents, while its total debt was only $313 million. This financial profile is much improved from a few years ago and is not expected to change if the Xilinx deal is approved, as Xilinx also has a strong net cash position and cash flow generation will be improved for the combined companies.\nThis means that AMD is nowadays in a good position to deliver strong capital returns to shareholders, while in the past its shareholder remuneration policy has been weaker. AMD does not pay dividends, but has done share buybacks, which I expect to remain the preferred way to return capital to shareholders in the short term.\nHowever, I think that a dividend distribution is possible over the next few years as the company has improved a lot its financial profile in recent years and has plenty of capacity to distribute a sustainable dividend over the long term. This would be a very positive signal from AMD's management about its confidence in the company's long-term fundamentals and could also be positive for its share price because it would attract a more diverse shareholder base.\nBottom Line\nAMD's recent growth has been impressive and its financial profile is quite robust, a huge transformation from a few years ago. AMD has a strong product portfolio and a good competitive position in the semiconductor industry, being very well positioned to ride the secular growth trend expected in this industry over the next decade.\nDespite these strong fundamentals, AMD is tradingat about 36x its earnings expected over the coming 12 months, at a discount to other secular growth companies in the semiconductor industry, such as Nvidia or ASML(ASML) that trade closer to 50x forward earnings, being therefore attractive on a relative basis.\nMoreover, on an absolute basis my valuation approach is to look into the next few years of revenues and earnings rather than just focus on this year or the next, to see if the stock has upside potential over a time frame of 2-4 years. Therefore, I'll 2025 estimates to see if AMD is currently undervalued or not and its historical valuation over the past couple of years based on earnings for the next 12 months (blended forward earnings).\nIts historical valuation, based on Bloomberg data, has been on average about 42x over the past two years, and taking into account 2025 EPS estimate of $5.06, my price target for end-2024 is $215 per share, which is only more than double AMD's current share price. This shows that AMD has strong upside potential over the next three years and is currently a great play for long-term investors that want to be exposed to the fastest growing companies in the semiconductor industry.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":3646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883529343,"gmtCreate":1631256942582,"gmtModify":1676530510717,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like thank you ? ","listText":"Pls like thank you ? ","text":"Pls like thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/883529343","repostId":"2166120346","repostType":4,"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807360186,"gmtCreate":1628000852845,"gmtModify":1703499455853,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like & comment, thankss ?","listText":"Pls like & comment, thankss ?","text":"Pls like & comment, thankss ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807360186","repostId":"1181392592","repostType":4,"repost":{"id":"1181392592","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627999893,"share":"https://ttm.financial/m/news/1181392592?lang=en_US&edition=fundamental","pubTime":"2021-08-03 22:11","market":"us","language":"en","title":"EV stocks tumbled in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1181392592","media":"Tiger Newspress","summary":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","content":"<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>","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>EV stocks tumbled in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks tumbled in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.</p>\n<p><img src=\"https://static.tigerbbs.com/00cbe46f4bdb1df7e952efb0bc171a96\" tg-width=\"375\" tg-height=\"208\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181392592","content_text":"(Aug 3) Tesla fell 0.22%, NIO was down 3.45%, Li slid nearly 5%, Xpeng fell 2.67%.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001983758,"gmtCreate":1641143668086,"gmtModify":1676533575671,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like, thank you :) ","listText":"Pls like, thank you :) ","text":"Pls like, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001983758","repostId":"2200444738","repostType":4,"repost":{"id":"2200444738","kind":"highlight","pubTimestamp":1641099600,"share":"https://ttm.financial/m/news/2200444738?lang=en_US&edition=fundamental","pubTime":"2022-01-02 13:00","market":"us","language":"en","title":"If I Could Buy Only 1 Stock in 2022, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2200444738","media":"Motley Fool","summary":"Our favorite stock picks for the coming year.","content":"<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If I Could Buy Only 1 Stock in 2022, This Would Be It</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\">\nIf I Could Buy Only 1 Stock in 2022, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 13:00 GMT+8 <a href=https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEPC":"Brookfield Renewable Corp.","BK4512":"苹果概念","BK4135":"资产管理与托管银行","BK4133":"新能源发电业者","BEP":"Brookfield Renewable Partners LP","BAM":"布鲁克菲尔德资产管理","BK4534":"瑞士信贷持仓","MMM":"3M","BK4206":"工业集团企业","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200444738","content_text":"We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick one. Here's why 3M (NYSE:MMM), Brookfield Asset Management (NYSE:BAM), and Brookfield Renewable (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they'd buy this year. Image source: Getty Images.A diversified giant that's still on saleReuben Gregg Brewer (3M): Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with \"Mr. Market,\" a mercurial fellow prone to fits of despair and jubilation. When he's overly excited, you should consider selling to him; when he's pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company's dividend yield, at around 3.3%, is near the top end of its historical range.MMM Dividend Yield data by YChartsGraham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it's financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they're not insurmountable. On the business front, the industrial giant's operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it's likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.A proven value creatorMatt DiLallo (Brookfield Asset Management): I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.For starters, I love the company's management. CEO Bruce Flatt is a personal favorite of mine. He's right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He's also a proven value creator. Since becoming CEO in 2002, he's helped Brookfield deliver a 15.7% total annualized return, pulverizing the S&P 500's 10.6% total return during that time frame. I also like the company's business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I'd buy Brookfield if it were the only stock I could purchase this year. Investors are overlooking the growth potential hereNeha Chamaria (Brookfield Renewable): 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that's growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.Brookfield Renewable's current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn't be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.","news_type":1,"symbols_score_info":{"BEPC":1,"BAM":1,"BEP":1,"MMM":1}},"isVote":1,"tweetType":1,"viewCount":3526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830152441,"gmtCreate":1629035550083,"gmtModify":1676529914165,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like and comment, thank you ?","listText":"Pls like and comment, thank you ?","text":"Pls like and comment, thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/830152441","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://ttm.financial/m/news/1138705612?lang=en_US&edition=fundamental","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.</p>\n<p>The company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&D Budgets</b></p>\n<p>This is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its planned foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.</p>","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>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</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\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8 <a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1,"symbols_score_info":{"NVDA":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355372665,"gmtCreate":1617031656457,"gmtModify":1704801170191,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Hold strong and for the long term ??","listText":"Hold strong and for the long term ??","text":"Hold strong and for the long term ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/355372665","repostId":"1192930137","repostType":4,"repost":{"id":"1192930137","kind":"news","pubTimestamp":1617021734,"share":"https://ttm.financial/m/news/1192930137?lang=en_US&edition=fundamental","pubTime":"2021-03-29 20:42","market":"us","language":"en","title":"ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1192930137","media":"Barron's","summary":"Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-trad","content":"<p>Pretty much everything changed in 2020—some things more than others.</p><p>The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, to the top performer in 2020, returning 153% and making its manager,ARK Investment founder Cathie Wood, a household name. But ARK Innovation ishaving a rough 2021: After rising another 26% by mid-February, the $22 billion ETF has tumbled over the past six weeks, and is now down 9% year to date. Investors need to understand the dramatic portfolio changes that have occurred in the past year to see what they own and determine the fund’s role in their portfolios.</p><p>For starters: A year ago, ARK Innovation was a small-company fund. Today, it’s solidly mid-cap, with 51% of its assets in large-company stocks. The average market cap of its holdings has increased from $5 billion last March to $39 billion by the end of February. That, in large part, is due to how much many holdings have run up. Notably, top holdingTesla(TSLA) has returned 500% in the past year even after the recent pullback.</p><p>Many active funds have limitations on the size of companies they can buy and continue to own. ARK Innovation doesn’t have such constraints. It’s open to stocks up and down the capitalization spectrum—from the $594 billion Tesla to the $1 billionCerus(CERS). “We don’t really look at market caps. We are pretty agnostic to that,” says Ren Leggi, ARK’s client portfolio manager. “We’re looking at where innovation takes us.”</p><p>The growth of its existing holdings only partially explains the fund’s tilt toward larger stocks. Over the past few months, ARK Innovation has also been selling shares in smaller-cap firms, many in biotech, includingOrganovo Holdings(ONVO),Seres Therapeutics(MCRB), Compugen(CGEN), andEditas Medicine(EDIT).</p><p>Meanwhile, the fund has added a significant amount of large-cap internet stocks likePayPal Holdings(PYPL), Shopify(SHOP),Zoom Video Communications(ZM); and foreign firms such as Tencent Holdings(TCEHY), Baidu(BIDU),Sea(SE), and Nintendo(NTDOY). The ETF owned none of those names last July.</p><p><img src=\"https://static.tigerbbs.com/1e1bf566255ea478e6111c62695a5ade\" tg-width=\"677\" tg-height=\"357\" referrerpolicy=\"no-referrer\">The recent trading has shifted ARK Innovation’s sector composition as well. In March 2020, biotech and diagnostics were the largest industries in the fund, making up 22% and 15% of the portfolio, respectively. By the end of February, biotech only made up 14%, and diagnostics, 8%.</p><p>Meanwhile, ARK Innovation has increased assets in internet and software stocks—from 6% of each in March 2020, to 15% and 9% as of February. Shopify, which wasn’t in ARK Innovation as of last October, is now the eighth-largest stock in the fund with a 3.1% weight.</p><p>Still, compared to its peers in the mid-cap growth category, ARK Innovation is relatively heavy on healthcare and light on technology, says Amy Arnott, portfolio strategist at Morningstar.</p><p>Some suspect the shift toward bigger companies is the result of ARK Innovation’s unprecedented growth. The fund attracted $16 billion in new assets in the past year. If that money was invested in smaller companies, it couldquickly bump up ARK’s stakein them to perilous levels. From that perspective, putting that money in more liquid large-cap stocks seems a safer option. “The bigger they get, the more difficult it is for them to establish meaningful positions in smaller-cap stocks,” Arnott says.</p><p>ARK denies that recent trading decisions have anything to do with capacity, saying those moves are driven by conviction, valuation, and tactical considerations. For example, ARK Innovation exited DNA sequencing firmIllumina(ILMN)—once its second-largest holding behind Tesla—and added rivalPacific Biosciences of California(PACB), because it sees a shift of disruption from short-read to long-read genomic sequencing, says Leggi. It sold other names because they’d become too expensive compared to peers.</p><p>The firm has also been preparing for a market correction since last year, says Leggi, and large-cap additions were meant to offer downside protection and cash-like reserves to buy high-conviction names at low prices during a downturn.</p><p><img src=\"https://static.tigerbbs.com/0c6368f23c2e33e58f63f2868e48ee2b\" tg-width=\"644\" tg-height=\"344\" referrerpolicy=\"no-referrer\">A shift in portfolio characteristics—from small-cap to mid-cap, more healthcare to more internet—means ARK Innovation will likely have less volatility down the road. Many biotechs lack cash flow or revenue until they get a product approved, while internet companies usually have some products or services on the market.</p><p>This could mean ARK’s performance this year will look a lot more like 2019 than 2020. “It’s still a very aggressive growth fund,” says Arnott, “But it can be more difficult for a fund to sustain its performance edge as it gains assets.”</p><p>Leggi says larger companies don’t necessarily mean less growth: ARK just released its updatedprice target for Tesla at $3,000 by 2025, 385% higher than today’s price. In fact, in certain industries where earlier and larger disruptors have already established themselves, it would be hard for small rivals to compete, says Leggi.</p><p>“There have been a number of smaller EV [electric vehicle] manufacturers going public through SPACs,” he says, referring to special purpose acquisition companies, essentially shell companies used to bring private companies public. “We don’t invest in them, because we don’t think they’re well-positioned to be the new leader because of how capital-intensive it is. Tesla is far ahead. It’s unlikely to see as much small-cap exposure in our portfolios as you had a few years back.”</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors</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\">\nARK Innovation Fund Has Reshuffled Its Holdings. What That Means for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-29 20:42 GMT+8 <a href=https://www.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/articles/ark-innovation-fund-has-reshuffled-its-holdings-what-that-means-for-investors-51616800226?mod=mw_more_headlines","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192930137","content_text":"Pretty much everything changed in 2020—some things more than others.The ARK Innovation exchange-traded fund (ticker: ARKK) went from a somewhat sleepy actively managed fund that returned 36% in 2019, to the top performer in 2020, returning 153% and making its manager,ARK Investment founder Cathie Wood, a household name. But ARK Innovation ishaving a rough 2021: After rising another 26% by mid-February, the $22 billion ETF has tumbled over the past six weeks, and is now down 9% year to date. Investors need to understand the dramatic portfolio changes that have occurred in the past year to see what they own and determine the fund’s role in their portfolios.For starters: A year ago, ARK Innovation was a small-company fund. Today, it’s solidly mid-cap, with 51% of its assets in large-company stocks. The average market cap of its holdings has increased from $5 billion last March to $39 billion by the end of February. That, in large part, is due to how much many holdings have run up. Notably, top holdingTesla(TSLA) has returned 500% in the past year even after the recent pullback.Many active funds have limitations on the size of companies they can buy and continue to own. ARK Innovation doesn’t have such constraints. It’s open to stocks up and down the capitalization spectrum—from the $594 billion Tesla to the $1 billionCerus(CERS). “We don’t really look at market caps. We are pretty agnostic to that,” says Ren Leggi, ARK’s client portfolio manager. “We’re looking at where innovation takes us.”The growth of its existing holdings only partially explains the fund’s tilt toward larger stocks. Over the past few months, ARK Innovation has also been selling shares in smaller-cap firms, many in biotech, includingOrganovo Holdings(ONVO),Seres Therapeutics(MCRB), Compugen(CGEN), andEditas Medicine(EDIT).Meanwhile, the fund has added a significant amount of large-cap internet stocks likePayPal Holdings(PYPL), Shopify(SHOP),Zoom Video Communications(ZM); and foreign firms such as Tencent Holdings(TCEHY), Baidu(BIDU),Sea(SE), and Nintendo(NTDOY). The ETF owned none of those names last July.The recent trading has shifted ARK Innovation’s sector composition as well. In March 2020, biotech and diagnostics were the largest industries in the fund, making up 22% and 15% of the portfolio, respectively. By the end of February, biotech only made up 14%, and diagnostics, 8%.Meanwhile, ARK Innovation has increased assets in internet and software stocks—from 6% of each in March 2020, to 15% and 9% as of February. Shopify, which wasn’t in ARK Innovation as of last October, is now the eighth-largest stock in the fund with a 3.1% weight.Still, compared to its peers in the mid-cap growth category, ARK Innovation is relatively heavy on healthcare and light on technology, says Amy Arnott, portfolio strategist at Morningstar.Some suspect the shift toward bigger companies is the result of ARK Innovation’s unprecedented growth. The fund attracted $16 billion in new assets in the past year. If that money was invested in smaller companies, it couldquickly bump up ARK’s stakein them to perilous levels. From that perspective, putting that money in more liquid large-cap stocks seems a safer option. “The bigger they get, the more difficult it is for them to establish meaningful positions in smaller-cap stocks,” Arnott says.ARK denies that recent trading decisions have anything to do with capacity, saying those moves are driven by conviction, valuation, and tactical considerations. For example, ARK Innovation exited DNA sequencing firmIllumina(ILMN)—once its second-largest holding behind Tesla—and added rivalPacific Biosciences of California(PACB), because it sees a shift of disruption from short-read to long-read genomic sequencing, says Leggi. It sold other names because they’d become too expensive compared to peers.The firm has also been preparing for a market correction since last year, says Leggi, and large-cap additions were meant to offer downside protection and cash-like reserves to buy high-conviction names at low prices during a downturn.A shift in portfolio characteristics—from small-cap to mid-cap, more healthcare to more internet—means ARK Innovation will likely have less volatility down the road. Many biotechs lack cash flow or revenue until they get a product approved, while internet companies usually have some products or services on the market.This could mean ARK’s performance this year will look a lot more like 2019 than 2020. “It’s still a very aggressive growth fund,” says Arnott, “But it can be more difficult for a fund to sustain its performance edge as it gains assets.”Leggi says larger companies don’t necessarily mean less growth: ARK just released its updatedprice target for Tesla at $3,000 by 2025, 385% higher than today’s price. In fact, in certain industries where earlier and larger disruptors have already established themselves, it would be hard for small rivals to compete, says Leggi.“There have been a number of smaller EV [electric vehicle] manufacturers going public through SPACs,” he says, referring to special purpose acquisition companies, essentially shell companies used to bring private companies public. “We don’t invest in them, because we don’t think they’re well-positioned to be the new leader because of how capital-intensive it is. Tesla is far ahead. It’s unlikely to see as much small-cap exposure in our portfolios as you had a few years back.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008236021,"gmtCreate":1641448999598,"gmtModify":1676533616707,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like, thank you :) ","listText":"Pls like, thank you :) ","text":"Pls like, thank you :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008236021","repostId":"1187040212","repostType":4,"isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806646741,"gmtCreate":1627655237483,"gmtModify":1703494252829,"author":{"id":"3577623438086474","authorId":"3577623438086474","name":"Lenaz","avatar":"https://static.tigerbbs.com/9d6947ddc69b05ee238b54beeb22cdd7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623438086474","authorIdStr":"3577623438086474"},"themes":[],"htmlText":"Pls like & comment thank you ?","listText":"Pls like & comment thank you ?","text":"Pls like & comment thank you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806646741","repostId":"1157771608","repostType":4,"isVote":1,"tweetType":1,"viewCount":1412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}