HockLai personal page - To The Moon

HockLai

HockLai

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2025-04-23

$QQQ 20250731 480.0 CALL$

2025-02-23

$PING AN(02318)$

2021-09-05

Sad

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2021-03-26

Wow....

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2022-12-04

$SENSETIME-W(00020)$ good buy

2021-08-26

Good, pls go up some more

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2021-09-23

Wow

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2021-09-03

Good

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2021-08-21

Great move

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

2021-08-19

Great, up up up for Nvidia

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Go to Tiger App to see more news

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href=\"https://ttm.financial/OPT/QQQ 20250731 480.0 CALL\">$QQQ 20250731 480.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20250731 480.0 CALL\">$QQQ 20250731 480.0 CALL$ </a>&nbsp;","text":"$QQQ 20250731 480.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/0e95375d7f6cd6d266c8c3f020fb28a8","width":"842","height":"2002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/427620946915560","isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":427620094812840,"gmtCreate":1745419792419,"gmtModify":1745421245882,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20251121 460.0 CALL\">$QQQ 20251121 460.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20251121 460.0 CALL\">$QQQ 20251121 460.0 CALL$ </a>&nbsp;","text":"$QQQ 20251121 460.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/07d484af70fb9942b57b50fee84ffea6","width":"842","height":"2002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/427620094812840","isVote":1,"tweetType":1,"viewCount":2317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":406520285544568,"gmtCreate":1740275916781,"gmtModify":1740275922396,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$ </a>&nbsp;","text":"$PING AN(02318)$","images":[{"img":"https://community-static.tradeup.com/news/9364a04cbd3f13d5f3dfe833b42c5866","width":"1080","height":"1822"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406520285544568","isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":263485577576568,"gmtCreate":1705362195684,"gmtModify":1705362198879,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00941\">$CHINA MOBILE(00941)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/00941\">$CHINA MOBILE(00941)$ </a>&nbsp;","text":"$CHINA MOBILE(00941)$","images":[{"img":"https://community-static.tradeup.com/news/fda8f0a9b2b8e0f1286c97929773cbde","width":"1080","height":"2273"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263485577576568","isVote":1,"tweetType":1,"viewCount":3578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9946112793,"gmtCreate":1680884540512,"gmtModify":1680884916744,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"gd","listText":"gd","text":"gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946112793","repostId":"9946196156","repostType":1,"repost":{"id":9946196156,"gmtCreate":1680882774675,"gmtModify":1680882779589,"author":{"id":"9000000000000696","authorId":"9000000000000696","name":"BarbaraWillard","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000696","idStr":"9000000000000696"},"themes":[],"htmlText":"The increase in call volume suggests that option traders are optimistic about the stock's future We are seeing the $3 CALL having heavy activity which expire in 295 days. Follow The Flow Whales Are Betting The Stock Will Move Towards $3 dollars before 1/19/2024 <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>","listText":"The increase in call volume suggests that option traders are optimistic about the stock's future We are seeing the $3 CALL having heavy activity which expire in 295 days. Follow The Flow Whales Are Betting The Stock Will Move Towards $3 dollars before 1/19/2024 <a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>","text":"The increase in call volume suggests that option traders are optimistic about the stock's future We are seeing the $3 CALL having heavy activity which expire in 295 days. Follow The Flow Whales Are Betting The Stock Will Move Towards $3 dollars before 1/19/2024 $Grab Holdings(GRAB)$","images":[{"img":"https://community-static.tradeup.com/news/a70e337fe9b9b777a164c37f460a9836","width":"500","height":"279"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946196156","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946934406,"gmtCreate":1680833488205,"gmtModify":1680834231866,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"gd","listText":"gd","text":"gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946934406","repostId":"9946930928","repostType":1,"repost":{"id":9946930928,"gmtCreate":1680832172265,"gmtModify":1680832807023,"author":{"id":"3569316529855154","authorId":"3569316529855154","name":"Deonc","avatar":"https://static.tigerbbs.com/d9aa45dd2eb58357f6477dcfb99d1415","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3569316529855154","idStr":"3569316529855154"},"themes":[],"title":"March data to show hiring slowdown, growth likely 'too high'","htmlText":"Jobs report: March data to show hiring slowdown, growth likely 'too high' for Fed The March jobs report to be released Friday is set to show another slowdown in the U.S. labor market, though hiring will likely remain robust even as the Federal Reserve continues to raise rates in a bid to slow the economy. Wall Street economists expect nonfarm payrolls grew by 239,000 last month with the unemployment rate set to hold steady at 3.6%, according to data from Bloomberg. In February, the economy added 311,000 new jobs while the unemployment rate rose to 3.6% amid an uptick in participation. Friday's jobs report will be released at 8:30 a.m. ET. Financial markets in the U.S. will be closed on Friday, however, for Good Friday. Investors will also closely watch wage growth, with average hourly e","listText":"Jobs report: March data to show hiring slowdown, growth likely 'too high' for Fed The March jobs report to be released Friday is set to show another slowdown in the U.S. labor market, though hiring will likely remain robust even as the Federal Reserve continues to raise rates in a bid to slow the economy. Wall Street economists expect nonfarm payrolls grew by 239,000 last month with the unemployment rate set to hold steady at 3.6%, according to data from Bloomberg. In February, the economy added 311,000 new jobs while the unemployment rate rose to 3.6% amid an uptick in participation. Friday's jobs report will be released at 8:30 a.m. ET. Financial markets in the U.S. will be closed on Friday, however, for Good Friday. Investors will also closely watch wage growth, with average hourly e","text":"Jobs report: March data to show hiring slowdown, growth likely 'too high' for Fed The March jobs report to be released Friday is set to show another slowdown in the U.S. labor market, though hiring will likely remain robust even as the Federal Reserve continues to raise rates in a bid to slow the economy. Wall Street economists expect nonfarm payrolls grew by 239,000 last month with the unemployment rate set to hold steady at 3.6%, according to data from Bloomberg. In February, the economy added 311,000 new jobs while the unemployment rate rose to 3.6% amid an uptick in participation. Friday's jobs report will be released at 8:30 a.m. ET. Financial markets in the U.S. will be closed on Friday, however, for Good Friday. Investors will also closely watch wage growth, with average hourly e","images":[{"img":"https://community-static.tradeup.com/news/acc8f925302579fd6595cc6975e578f5","width":"200","height":"200"},{"img":"https://community-static.tradeup.com/news/f639c58384dd358d26a998622aaa472a","width":"200","height":"200"},{"img":"https://community-static.tradeup.com/news/c942e8cd12b51a5526374e270658335a","width":"200","height":"200"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946930928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941596679,"gmtCreate":1680365711091,"gmtModify":1680365714472,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941596679","repostId":"9941238668","repostType":1,"isVote":1,"tweetType":1,"viewCount":3660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949271267,"gmtCreate":1678715867659,"gmtModify":1678715870657,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949271267","repostId":"9949279003","repostType":1,"repost":{"id":9949279003,"gmtCreate":1678715135502,"gmtModify":1678715284521,"author":{"id":"9000000000000360","authorId":"9000000000000360","name":"snoozi","avatar":"https://static.tigerbbs.com/baf2072a17d25a1d36d3d9998b259d99","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000360","idStr":"9000000000000360"},"themes":[],"htmlText":"Fed Chair Powell is not making the correct strategic decisions. It all started when he said inflation was transitory, ( just so he could get reappointed to his government job). Now he has raised interest rates too fast, faster than anyone in the history of the US. Of course all of this is due to Biden and his Demo friends giving away money, and running large deficits.<a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> <v-v data-views=\"0\"></v-v>","listText":"Fed Chair Powell is not making the correct strategic decisions. It all started when he said inflation was transitory, ( just so he could get reappointed to his government job). Now he has raised interest rates too fast, faster than anyone in the history of the US. Of course all of this is due to Biden and his Demo friends giving away money, and running large deficits.<a href=\"https://ttm.financial/S/JPM\">$JPMorgan Chase(JPM)$</a> <v-v data-views=\"0\"></v-v>","text":"Fed Chair Powell is not making the correct strategic decisions. It all started when he said inflation was transitory, ( just so he could get reappointed to his government job). Now he has raised interest rates too fast, faster than anyone in the history of the US. Of course all of this is due to Biden and his Demo friends giving away money, and running large deficits.$JPMorgan Chase(JPM)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949279003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964604192,"gmtCreate":1670126449117,"gmtModify":1676538307489,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00020\">$SENSETIME-W(00020)$ &nbsp;</a>good buy","listText":"<a href=\"https://ttm.financial/S/00020\">$SENSETIME-W(00020)$ &nbsp;</a>good buy","text":"$SENSETIME-W(00020)$ good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964604192","isVote":1,"tweetType":1,"viewCount":4897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962332890,"gmtCreate":1669720738510,"gmtModify":1676538228574,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962332890","repostId":"9962330326","repostType":1,"repost":{"id":9962330326,"gmtCreate":1669719610000,"gmtModify":1703674837699,"author":{"id":"3527667592269412","authorId":"3527667592269412","name":"OptionsTracker","avatar":"https://static.tigerbbs.com/e3f1f839aad7a15f602f3f42eaad51af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667592269412","idStr":"3527667592269412"},"themes":[],"title":"Hot stocks covered call  reference [November 29]","htmlText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it.This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time.Income comparisonAssume that investors hold 200 shares of Amazon from January 1 to December 17, 2021If there is no operation during the holding period, the final total assets will be USD 675,484If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, another","listText":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it.This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time.Income comparisonAssume that investors hold 200 shares of Amazon from January 1 to December 17, 2021If there is no operation during the holding period, the final total assets will be USD 675,484If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, another","text":"Selling covered call options (sell covered call) is a strategy adopted by many large funds. It can also be used by retail investors in the US stock market.You can get income while holding it.This strategy is very suitable for stocks that have long-term positions, but they have not moved but they are not in a bearish position recently or are in a bearish position recently. It can be a good strategy for mature investors to roll over when holding some targets for a long time.Income comparisonAssume that investors hold 200 shares of Amazon from January 1 to December 17, 2021If there is no operation during the holding period, the final total assets will be USD 675,484If the covered call strategy is carried out, it will be operated once a week; if 100 shares are sold after the exercise, another","images":[{"img":"https://static.tigerbbs.com/1be4ad594d709020d91c8496e1f9e7c9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962330326","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969118635,"gmtCreate":1668384695127,"gmtModify":1676538046943,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969118635","repostId":"2283448945","repostType":2,"repost":{"id":"2283448945","kind":"highlight","pubTimestamp":1668380499,"share":"https://ttm.financial/m/news/2283448945?lang=en_US&edition=fundamental","pubTime":"2022-11-14 07:01","market":"us","language":"en","title":"Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2283448945","media":"Yahoo Finance","summary":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the wi","content":"<html><head></head><body><p>U.S. stocks are coming off of their best week since June, and Wall Street&#39;s ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.</p><p>Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.</p><p>Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.</p><p>The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.</p><p>Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&amp;P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.</p><p>The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.</p><p>While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.</p><p>“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”</p><p>A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.</p><p>According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.</p><p>On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.</p><p>Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.</p><p>Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ&#39;s Wholesale (BJ), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), and Ross Stores (ROST), among others.</p><p>The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.</p><p>As of Friday, 91% of companies in the S&amp;P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.</p><p><img src=\"https://community-static.tradeup.com/news/f75c75d7452d215bcfc59a3cf96fc0a2\" tg-width=\"1376\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The market is rewarding positive EPS surprises in Q3 more than average for S&amp;P 500 companies. (Source: FactSet Research)</p><p>FactSet Research</p><p>Elsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday: </b><i>No notable economic data scheduled for release.</i></p><p><b>Tuesday</b>: <b><i>Empire Manufacturing</i></b>, November (-5.5 expected, -9.1 during prior month); <b><i>PPI Final Demand</i></b>, month-over-month, October (0.5% expected, 0.4% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, month-over-month, October (0.2% expected, 0.4% during prior month); <b><i>PPI Final Demand</i></b>, year-over-year, October (8.4% expected, 8.5% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, year-over-year, October (7.2% expected, 7.2% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, year-over-year, October (5.5% expected, 5.6% during prior month); <b><i>Bloomberg Nov. United States Economic Survey</i></b></p><p><b>Wednesday: </b><b><i>MBA Mortgage Applications</i></b>, week ended Nov. 11 (-0.1% during prior week); <b><i>Retail Sales Advance</i></b>, month-over-month, October (1.0% expected, 0.0% during prior month); <b><i>Retail Sales Excluding Autos</i></b>, month-over-month, October (0.5% expected, 0.1% during prior month); <b><i>Retail Sales Excluding Autos and Gas</i></b>, month-over-month, October (0.3% expected, 0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, October (0.3% expected, 0.4% during prior month); <b><i>Import Price Index</i></b>, month-over-month, October (-0.5% expected, -1.2% during prior month); <b><i>Import Price Index Excluding Petroleum</i></b>, month-over-month, October (-0.8% expected, -0.5% during prior month); <b><i>Import Price Index</i></b>, year-over-year, October (4.0% expected, 6.0% during prior month); <b><i>Export Price Index</i></b>, month-over-month, October (-0.2% expected, -0.8% during prior month); <b><i>Export Price Index</i></b>, year-over-year, October (9.5% during prior month); <b><i>Industrial Production</i></b>, month-over-month, October (0.1% expected, 0.4% during prior month); <b><i>Capacity Utilization</i></b>, October (80.4% expected, 80.3% during prior month); <b><i>Manufacturing (SIC) Production</i></b>, October (0.2% expected, 0.4% during prior month); <b><i>Business Inventories</i></b>, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); <b><i>Net Long-Term TIC Flows</i></b>, September ($197.9 billion), <b><i>Total Net TIC Flows</i></b>, September ($275.6 billion)</p><p><b>Thursday:</b> <b><i>Housing Starts</i></b>, October (1.412 million expected, 1.439 during prior month); <b><i>Building Permits</i></b>, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); <b><i>Housing Starts</i></b>, month-over-month, October (-1.9% expected, -8.1% during prior month); <b><i>Building Permits</i></b>, month-over-month, October (-3.1% expected, -1.4% during prior month); <b><i>Philadelphia Fed Business Outlook Index</i></b>, November (-6.0 expected, -8.7 during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 12 (221,000 expected, 225,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Nov. 5 (1.493 during prior week); <b><i>Kansas City Fed Manufacturing Activity</i></b>, November (-7 expected, -7 during prior month)</p><p><b>Friday:</b><b><i> Existing Home Sales</i></b>, October (4.37 million expected, 4.71 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, October (-7.3% expected, -1.5% during prior month); <b><i>Leading Index</i></b>, October (-0.4% expected, -0.4% in during prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><h2></h2><p><b>Monday:</b> J&amp;J Snack Foods (JJSF), Oatly Group (OTLY), <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM), Weber (WEBR)</p><p><b>Tuesday: </b>Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)</p><p><b>Wednesday:</b> Cisco Systems (CSCO), Bath &amp; Body Works (BBWI), Helmerich &amp; Payne (HP), Lowe&#39;s (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria&#39;s Secret (VSCO), Williams-Sonoma (WSM)</p><p><b>Thursday:</b> Alibaba Group (BABA), BJ&#39;s Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Ross Stores (ROST), The Children&#39;s Place (PLCE)</p><p><b>Friday:</b> Foot Locker (FL), JD.com (JD)</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>Stock Market Rally Meets Retail Sales and Earnings: What to Know 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; 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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\">\nStock Market Rally Meets Retail Sales and Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html\">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","XLY":"消费品指数ETF-SPDR可选消费品","WMT":"沃尔玛",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283448945","content_text":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ's Wholesale (BJ), Gap (GPS), Kohl's (KSS), Macy's (M), and Ross Stores (ROST), among others.The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.As of Friday, 91% of companies in the S&P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.The market is rewarding positive EPS surprises in Q3 more than average for S&P 500 companies. (Source: FactSet Research)FactSet ResearchElsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.—Economic CalendarMonday: No notable economic data scheduled for release.Tuesday: Empire Manufacturing, November (-5.5 expected, -9.1 during prior month); PPI Final Demand, month-over-month, October (0.5% expected, 0.4% during prior month); PPI Excluding Food and Energy, month-over-month, October (0.4% expected, 0.3% during prior month); PPI Excluding Food, Energy, and Trade, month-over-month, October (0.2% expected, 0.4% during prior month); PPI Final Demand, year-over-year, October (8.4% expected, 8.5% during prior month); PPI Excluding Food and Energy, year-over-year, October (7.2% expected, 7.2% during prior month); PPI Excluding Food, Energy, and Trade, year-over-year, October (5.5% expected, 5.6% during prior month); Bloomberg Nov. United States Economic SurveyWednesday: MBA Mortgage Applications, week ended Nov. 11 (-0.1% during prior week); Retail Sales Advance, month-over-month, October (1.0% expected, 0.0% during prior month); Retail Sales Excluding Autos, month-over-month, October (0.5% expected, 0.1% during prior month); Retail Sales Excluding Autos and Gas, month-over-month, October (0.3% expected, 0.3% during prior month); Retail Sales Control Group, October (0.3% expected, 0.4% during prior month); Import Price Index, month-over-month, October (-0.5% expected, -1.2% during prior month); Import Price Index Excluding Petroleum, month-over-month, October (-0.8% expected, -0.5% during prior month); Import Price Index, year-over-year, October (4.0% expected, 6.0% during prior month); Export Price Index, month-over-month, October (-0.2% expected, -0.8% during prior month); Export Price Index, year-over-year, October (9.5% during prior month); Industrial Production, month-over-month, October (0.1% expected, 0.4% during prior month); Capacity Utilization, October (80.4% expected, 80.3% during prior month); Manufacturing (SIC) Production, October (0.2% expected, 0.4% during prior month); Business Inventories, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); Net Long-Term TIC Flows, September ($197.9 billion), Total Net TIC Flows, September ($275.6 billion)Thursday: Housing Starts, October (1.412 million expected, 1.439 during prior month); Building Permits, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); Housing Starts, month-over-month, October (-1.9% expected, -8.1% during prior month); Building Permits, month-over-month, October (-3.1% expected, -1.4% during prior month); Philadelphia Fed Business Outlook Index, November (-6.0 expected, -8.7 during prior month); Initial Jobless Claims, week ended Nov. 12 (221,000 expected, 225,000 during prior week); Continuing Claims, week ended Nov. 5 (1.493 during prior week); Kansas City Fed Manufacturing Activity, November (-7 expected, -7 during prior month)Friday: Existing Home Sales, October (4.37 million expected, 4.71 million during prior month); Existing Home Sales, month-over-month, October (-7.3% expected, -1.5% during prior month); Leading Index, October (-0.4% expected, -0.4% in during prior month)—Earnings CalendarMonday: J&J Snack Foods (JJSF), Oatly Group (OTLY), Tower Semiconductor (TSEM), Weber (WEBR)Tuesday: Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)Wednesday: Cisco Systems (CSCO), Bath & Body Works (BBWI), Helmerich & Payne (HP), Lowe's (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria's Secret (VSCO), Williams-Sonoma (WSM)Thursday: Alibaba Group (BABA), BJ's Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl's (KSS), Macy's (M), Palo Alto Networks (PANW), Ross Stores (ROST), The Children's Place (PLCE)Friday: Foot Locker (FL), JD.com (JD)","news_type":1,"symbols_score_info":{"WMT":0.6,".DJI":0.9,".SPX":0.9,".IXIC":0.9,"XLY":0.9}},"isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932780495,"gmtCreate":1662992030617,"gmtModify":1676537177982,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VTYX\">$Ventyx Biosciences, Inc.(VTYX)$</a>","listText":"<a href=\"https://ttm.financial/S/VTYX\">$Ventyx Biosciences, Inc.(VTYX)$</a>","text":"$Ventyx Biosciences, Inc.(VTYX)$","images":[{"img":"https://community-static.tradeup.com/news/d4cee9676f1560b548af374561383b81","width":"1080","height":"2200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932780495","isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9996209262,"gmtCreate":1661171556559,"gmtModify":1676536466078,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996209262","repostId":"9996672139","repostType":1,"repost":{"id":9996672139,"gmtCreate":1661170734126,"gmtModify":1676536465936,"author":{"id":"9000000000000469","authorId":"9000000000000469","name":"MortimerDodd","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000469","idStr":"9000000000000469"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Changing economic conditions may mean more challenges ahead for Nvidia’s gaming segment. Demand for its GPUs by the gaming market could remain weak in the near term, compared to the booming demand seen over the past two fiscal years.However, that doesn’t mean the company has reached a “game over” moment, where growth slows to a trickle with minimal upside. The continued strength of its data center segment could more than make up for gaming weakness in the next fiscal year or two.","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Changing economic conditions may mean more challenges ahead for Nvidia’s gaming segment. Demand for its GPUs by the gaming market could remain weak in the near term, compared to the booming demand seen over the past two fiscal years.However, that doesn’t mean the company has reached a “game over” moment, where growth slows to a trickle with minimal upside. The continued strength of its data center segment could more than make up for gaming weakness in the next fiscal year or two.","text":"$NVIDIA Corp(NVDA)$Changing economic conditions may mean more challenges ahead for Nvidia’s gaming segment. Demand for its GPUs by the gaming market could remain weak in the near term, compared to the booming demand seen over the past two fiscal years.However, that doesn’t mean the company has reached a “game over” moment, where growth slows to a trickle with minimal upside. The continued strength of its data center segment could more than make up for gaming weakness in the next fiscal year or two.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996672139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993840815,"gmtCreate":1660666747339,"gmtModify":1676536375204,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993840815","repostId":"1156708958","repostType":4,"repost":{"id":"1156708958","kind":"news","pubTimestamp":1660615530,"share":"https://ttm.financial/m/news/1156708958?lang=en_US&edition=fundamental","pubTime":"2022-08-16 10:05","market":"us","language":"en","title":"BHP Eyes Big Expansion of WA Iron Ore As It Posts Record Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1156708958","media":"The West Australian","summary":"BHP has flagged a possible expansion of its WA iron ore division to churn out an extra 40 million to","content":"<div>\n<p>BHP has flagged a possible expansion of its WA iron ore division to churn out an extra 40 million tonnes to reach a goal of 330 million tonnes a year.The mining giant announced the medium-term goal as...</p>\n\n<a href=\"https://thewest.com.au/business/mining/bhp-eyes-big-expansion-of-wa-iron-ore-as-it-posts-record-results-c-7892473\">Source Link</a>\n\n</div>\n","source":"thewest_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>BHP Eyes Big Expansion of WA Iron Ore As It Posts Record Results</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\">\nBHP Eyes Big Expansion of WA Iron Ore As It Posts Record Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thewest.com.au/business/mining/bhp-eyes-big-expansion-of-wa-iron-ore-as-it-posts-record-results-c-7892473><strong>The West Australian</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BHP has flagged a possible expansion of its WA iron ore division to churn out an extra 40 million tonnes to reach a goal of 330 million tonnes a year.The mining giant announced the medium-term goal as...</p>\n\n<a href=\"https://thewest.com.au/business/mining/bhp-eyes-big-expansion-of-wa-iron-ore-as-it-posts-record-results-c-7892473\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BHP.AU":"BHP GROUP LTD","BHP":"必和必拓公司"},"source_url":"https://thewest.com.au/business/mining/bhp-eyes-big-expansion-of-wa-iron-ore-as-it-posts-record-results-c-7892473","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156708958","content_text":"BHP has flagged a possible expansion of its WA iron ore division to churn out an extra 40 million tonnes to reach a goal of 330 million tonnes a year.The mining giant announced the medium-term goal as it surprised the market with a higher than expected full-year profit and dividend, underpinned by a record sales result from the company’s powerhouse WA iron ore business.BHP posted a 34 percent jump in profit to $US34.1 billion, along with record underlying EBITDA of $US40.6b at a record margin of 65 percent.Underlying profit was up 39 percent to $US23.8b.BHP declared a final dividend of $US1.75 per share ($2.49) or $US8.9b, bringing total cash dividends for the year to $US3.25 per share, equivalent to a payout ratio of 77 percent.The company issued 2023 production guidance for its Pilbara operations of 278–290Mt at costs of $US18-$US19/t, representing a 6 percent increase on last year.But BHP has set a medium-term goal of exceeding 300Mtpa from WAIO and flagged a possible expansion to 330Mtpa.Chief executive Mike Henry said the company believed it could achieve 300Mtpa through ongoing productivity improvements, but low-capex port debottlenecking and upstream mine expansion would be required to get to 330Mtpa.“In the 2023 financial year, we are assessing expansion alternatives to take us towards 330Mtpa of production,” he said.Mr Henry noted that the company had regulator approvals in place to go to 330Mtpa in the high-margin WAIO business that had for three years running been the world’s lowest-cost major iron ore business.He said the company would decide once WAIO expansion studies were completed whether those capital allocation opportunities stacked up well against other alternatives in BHP’s portfolio.Addressing the company’s results, Mr Henry said BHP had delivered strong operational performance and disciplined cost control to realise record underlying earnings of $US40.6b and record free cash flow of $US24.3b.“These strong results were due to safe and reliable operations, project delivery and capital discipline, which allowed us to capture the value of strong commodity prices,” he said.“We continue to make progress in building inclusive, diverse and high-performing teams and culture, and we remain unwavering in our focus on eliminating sexual harassment, bullying and racism from BHP.”Mr Henry said BHP entered the 2023 financial year in great shape strategically, operationally and financially, and well prepared to manage an uncertain near-term environment.“We are pursuing options to deliver greater value for shareholders by growing the business and our exposure to future-facing commodities,” he said.His comments come a week after BHP announced an $8.4b cash bid for copper producer OZ Minerals, that was flatly rejected by the company’s board.“We expect China to emerge as a source of stability for commodity demand in the year ahead, with policy support progressively taking hold,” he said.“At the same time, we expect to see a slowdown in advanced economies as monetary policy tightens, as well as ongoing geopolitical uncertainty and inflationary pressures.“The direct and indirect impacts of Europe’s energy crisis are a particular point of concern.”Mr Henry said tight labour markets would remain a challenge for global and local supply chains.“Waves of COVID-19 infection continue to occur in the communities where we operate, and we are planning accordingly,” he said.BHP also revealed today that its Perth-based Minerals Australia boss Edgar Basto would take on the new role of chief operating officer across the group while former petroleum boss Geraldine Slattery would become president of the company’s Australian operations.BHP shares were up $1.29, or 3 percent, to $40.12 at 8.25am.","news_type":1,"symbols_score_info":{"BHP.AU":0.9,"BHP":0.9}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900986523,"gmtCreate":1658627959462,"gmtModify":1676536183948,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900986523","repostId":"9900072154","repostType":1,"repost":{"id":9900072154,"gmtCreate":1658623647878,"gmtModify":1676536182709,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"Selling put for AT&T $17 earning 17 cents premium monthly","htmlText":"Selling put for AT&amp;T $17 earning 17 cents premium monthly<a href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>In this market up and down it will be good to have some buffer and curbing inflation&nbsp;Usually I will just find some stocks that fell on s&amp;p when it is a down day and sell put on it usually monthly&nbsp;From what I see their earnings is still high and most are still using AT&amp;TThe interest is around 10 to 12 % if can keep selling the put . But like always prepare some money to pick up the stock .&nbsp;Good luck guys and trade safe .&nbsp;<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 ETF(QQQ)$</a>View on Nasdaq 100 ETF(QQQ)BullishBearish","listText":"Selling put for AT&amp;T $17 earning 17 cents premium monthly<a href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$</a>In this market up and down it will be good to have some buffer and curbing inflation&nbsp;Usually I will just find some stocks that fell on s&amp;p when it is a down day and sell put on it usually monthly&nbsp;From what I see their earnings is still high and most are still using AT&amp;TThe interest is around 10 to 12 % if can keep selling the put . But like always prepare some money to pick up the stock .&nbsp;Good luck guys and trade safe .&nbsp;<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><a href=\"https://ttm.financial/S/QQQ\">$Nasdaq 100 ETF(QQQ)$</a>View on Nasdaq 100 ETF(QQQ)BullishBearish","text":"Selling put for AT&T $17 earning 17 cents premium monthly$AT&T Inc(T)$In this market up and down it will be good to have some buffer and curbing inflation Usually I will just find some stocks that fell on s&p when it is a down day and sell put on it usually monthly From what I see their earnings is still high and most are still using AT&TThe interest is around 10 to 12 % if can keep selling the put . But like always prepare some money to pick up the stock . Good luck guys and trade safe . $SPDR S&P 500 ETF Trust(SPY)$$Nasdaq 100 ETF(QQQ)$View on Nasdaq 100 ETF(QQQ)BullishBearish","images":[{"img":"https://community-static.tradeup.com/news/e12fe3d60b44b4d6faad99933b92e4b9","width":"1242","height":"2146"},{"img":"https://community-static.tradeup.com/news/c327cfd9cae1a6d72f6bc7005a0d8ba7","width":"1242","height":"2688"},{"img":"https://community-static.tradeup.com/news/2af81eece15880ee8e51a0826a6f018e","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900072154","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047587379,"gmtCreate":1656943764791,"gmtModify":1676535919696,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047587379","repostId":"681617667","repostType":1,"repost":{"id":681617667,"gmtCreate":1656941460000,"gmtModify":1737219452342,"author":{"id":"3574917796328560","authorId":"3574917796328560","name":"钛媒体APP","avatar":"https://static.tigerbbs.com/72948639b39fd795a430fcaa2772851c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574917796328560","idStr":"3574917796328560"},"themes":[],"title":"Mainland China, Hong Kong Launch Swap Connect to Boost Financial Connectivity","htmlText":"Image Source: Visual China Beijing, July 4 (TMTPOST) – The People’s Bank of China (PBOC), Hong Kong Securities and Futures Commission and Hong Kong Monetary Authority jointly announced on Monday that they would develop Swap Connect, a new mutual access program between mainland China and Hong Kong’s interbank interest rate swap markets. Swap Connect will officially come into operation in six months, according to the joint announcement. The program is expected to provide trading and clearing services for Hong Kong and international investors to access Mainland China’s financial derivatives market, and for investors in Mainland China to access Hong Kong’s financial derivatives market. Swap Connect is a significant milestone in fostering connectivity between Hong Kong and Mainland China’s fina","listText":"Image Source: Visual China Beijing, July 4 (TMTPOST) – The People’s Bank of China (PBOC), Hong Kong Securities and Futures Commission and Hong Kong Monetary Authority jointly announced on Monday that they would develop Swap Connect, a new mutual access program between mainland China and Hong Kong’s interbank interest rate swap markets. Swap Connect will officially come into operation in six months, according to the joint announcement. The program is expected to provide trading and clearing services for Hong Kong and international investors to access Mainland China’s financial derivatives market, and for investors in Mainland China to access Hong Kong’s financial derivatives market. Swap Connect is a significant milestone in fostering connectivity between Hong Kong and Mainland China’s fina","text":"Image Source: Visual China Beijing, July 4 (TMTPOST) – The People’s Bank of China (PBOC), Hong Kong Securities and Futures Commission and Hong Kong Monetary Authority jointly announced on Monday that they would develop Swap Connect, a new mutual access program between mainland China and Hong Kong’s interbank interest rate swap markets. Swap Connect will officially come into operation in six months, according to the joint announcement. The program is expected to provide trading and clearing services for Hong Kong and international investors to access Mainland China’s financial derivatives market, and for investors in Mainland China to access Hong Kong’s financial derivatives market. Swap Connect is a significant milestone in fostering connectivity between Hong Kong and Mainland China’s fina","images":[{"img":"https://static.tigerbbs.com/78c038b0d0a14a0fa1e9a44a6463ffd8"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/681617667","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044176097,"gmtCreate":1656727123719,"gmtModify":1676535884578,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OMER\">$Omeros(OMER)$</a>good","listText":"<a href=\"https://ttm.financial/S/OMER\">$Omeros(OMER)$</a>good","text":"$Omeros(OMER)$good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044176097","isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083780885,"gmtCreate":1650160941124,"gmtModify":1676534659410,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083780885","repostId":"2227986773","repostType":4,"repost":{"id":"2227986773","kind":"highlight","pubTimestamp":1650153400,"share":"https://ttm.financial/m/news/2227986773?lang=en_US&edition=fundamental","pubTime":"2022-04-17 07:56","market":"us","language":"en","title":"Does Netflix Have a Cash Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986773","media":"Motley Fool","summary":"The company seems to be having trouble outgrowing its spending.","content":"<div>\n<p>Streaming giant Netflix ( NFLX -2.65% ) has grown for years to become a titan in the entertainment industry with more than 221 million subscribers worldwide. The stock has been similarly successful, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/does-netflix-have-a-cash-problem/\">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>Does Netflix Have a Cash Problem?</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\">\nDoes Netflix Have a Cash Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/does-netflix-have-a-cash-problem/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Streaming giant Netflix ( NFLX -2.65% ) has grown for years to become a titan in the entertainment industry with more than 221 million subscribers worldwide. The stock has been similarly successful, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/does-netflix-have-a-cash-problem/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4551":"寇图资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","NFLX":"奈飞","BK4524":"宅经济概念","BK4581":"高盛持仓"},"source_url":"https://www.fool.com/investing/2022/04/16/does-netflix-have-a-cash-problem/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986773","content_text":"Streaming giant Netflix ( NFLX -2.65% ) has grown for years to become a titan in the entertainment industry with more than 221 million subscribers worldwide. The stock has been similarly successful, returning more than 2,200% in just the past decade.However, Netflix has steadily transformed its business over the years, transitioning from licensed third-party content to in-house productions it owns. That strategy has largely paid off with a large and growing library of originals, but the financial side of the business seems to be hitting some bumps.Let's break down Netflix's cash-flow dilemma and discuss what challenges it could create for the company in this environment of rising interest rates.Image source: Getty Images.More content, more spendingNetflix has been ratcheting up its in-house content development for years, and it's done a great job if its 27 Oscar nominations at the 94th Academy Awards mean anything.Below, you can see how the company's cost of goods sold, which captures its content spending, has grown along with revenue. The business is very profitable -- net income in 2021 totaled $5.1 billion. However, that's because of how the company amortizes its content spending. If you look at the company's free cash flow, it paints a much different picture.Data by YCharts.The business is actually burning cash most years, despite the strong profits on its income statement. Netflix borrows money to help fund content, and it currently has a net debt (total debt minus cash) balance of $9.4 billion.Could rising rates hurt Netflix?This could potentially put Netflix in a bind -- rising interest rates due to high inflation will likely make borrowing more expensive. The ideal solution is Netflix growing revenue faster than its expenses, which also comes with a Catch-22.In recent years, streaming has become increasingly competitive. Virtually every major content developer launched services just in the past few years. Some of these companies, like Walt Disney, have decades of legacy content built up, which has enabled them to fill their content catalog without breaking the bank.Netflix's premium plan costs $19.99 per month in the U.S., and it's worth wondering how much more it can increase pricing without spiking its churn rates. Netflix has been a staple in many streaming households for so long that it may have the pricing power it needs, but I wouldn't assume that as a sure thing.What's the \"end game\"?Perhaps more importantly, what's the long-term investment thesis for Netflix? In recent years, subscriber growth has slowed notably with management guiding for the company's fourth consecutive quarter of single-digit year-over-year subscriber growth in the first quarter of 2022.If subscriber growth doesn't pick back up, it could pressure Netflix to further raise its prices. It's unlikely the company's content spending will shrink anytime soon. Great content has replay value, but there will be a constant need to invest in new hit shows and movies to keep the competition at bay.I'm not trying to say that Netflix is in financial trouble, but free cash flow is important as businesses mature. It funds dividends and share repurchases, which investors look for as revenue growth slows. If Netflix can't deliver on that metric, I worry the stock may hit a long-term \"glass ceiling.\" It's something investors will need to watch for over the coming quarters and years.","news_type":1,"symbols_score_info":{"QNETCN":0.6,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080572231,"gmtCreate":1649901656982,"gmtModify":1676534603002,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080572231","repostId":"2227646218","repostType":4,"repost":{"id":"2227646218","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1649901444,"share":"https://ttm.financial/m/news/2227646218?lang=en_US&edition=fundamental","pubTime":"2022-04-14 09:57","market":"fut","language":"en","title":"Oil Traders to Cut Russian Oil Purchases from May 15 - Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2227646218","media":"Reuters","summary":"LONDON, April 13 (Reuters) - Major global trading houses are planning to reduce crude and fuel purch","content":"<html><head></head><body><p>LONDON, April 13 (Reuters) - Major global trading houses are planning to reduce crude and fuel purchases from Russia&#39;s state-controlled oil companies as early as May 15, sources said, to avoid falling foul of European Union sanctions on Russia.</p><p>The EU has not imposed a ban on imports of Russian oil in response to Ukraine war, because some countries such as Germany are heavily dependent on Russian oil and do not have the infrastructure in place to swap to alternatives.</p><p>Trading companies are, however, winding down purchases from Russian energy group Rosneft as they seek to comply with language in existing EU sanctions that were intended to limit Russia&#39;s access to the international financial system, the sources said.</p><p>The wording of EU sanctions exempts oil purchases from Rosneft or Gazpromneft, which are listed in the legislation, deemed as &#34;strictly necessary&#34; to ensure Europe&#39;s energy security.</p><p>Traders are wrestling with what &#34;strictly necessary&#34; means, the sources said. It may cover an oil refinery receiving Russian oil through a captive pipeline, but it may not cover the buying and selling of Russian oil by intermediaries. They are cutting purchases to ensure they comply by May 15, when EU restrictions take effect.</p><p>The inclusion of Russia&#39;s state infrastructure firm Transneft that owns the key ports and pipelines will add a further layer of complexity for any future sales.</p><p>Trafigura, a major Russian oil buyer, told Reuters it &#34;will comply in full with all applicable sanctions. We anticipate our traded volumes will be further reduced from 15 May.&#34;</p><p>Vitol, another big buyer, declined to comment on the May 15 deadline. Vitol has previously said traded volumes of Russian oil &#34;will diminish significantly in the second quarter as current term contractual obligations decline,” and it will cease trading Russian oil by the end of 2022.</p><p>The war and sanctions on Russia have already led many western buyers of Russian crude such as Shell to stop new spot purchases.</p><p>Refiners in Europe are becoming increasingly reluctant to process Russian crude. That has already disrupted Russian exports, although purchases by India and Turkey have made up for some of the slack. Sales to China also continue unabated.</p><p>Rosneft and Gazpromneft volumes accounted for 29 million barrels, or nearly 1 million barrels per day (bpd) in April, which is over 40% of overall Urals crude oil exports from Russia&#39;s western ports in April, according to the loading plan.</p><p>The International Energy Agency said on Wednesday Russian oil supply could be down 3 million bpd from May.</p><p>Rosneft declined to comment. Gazpromneft did not immediately respond to Reuters&#39; requests for comment. Other Russian oil buyers, Gunvor and Glencore, declined to comment on the impact of the deadline.</p><p>Energy trading firms face compliance and reputational risks from the current raft of Western sanctions. They have to examine closely which entities they can pay as well as their employees&#39; nationalities. Also, the lack of an outright ban complicates ending existing contracts.</p><p>&#34;All companies are sitting down with their lawyers to figure out what they can and cannot do,&#34; a senior trading source said. &#34;It&#39;s unclear what this means for the whole supply chain, for shippers, insurers,&#34; adding that his firm was looking at implications for non-state owned oil sales.</p><p>&#34;Lawyers are having a feast on this. Where there is uncertainty, companies will step back. Russian oil flows will be greatly reduced going forward.&#34;</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>Oil Traders to Cut Russian Oil Purchases from May 15 - Sources</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Traders to Cut Russian Oil Purchases from May 15 - Sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-14 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>LONDON, April 13 (Reuters) - Major global trading houses are planning to reduce crude and fuel purchases from Russia&#39;s state-controlled oil companies as early as May 15, sources said, to avoid falling foul of European Union sanctions on Russia.</p><p>The EU has not imposed a ban on imports of Russian oil in response to Ukraine war, because some countries such as Germany are heavily dependent on Russian oil and do not have the infrastructure in place to swap to alternatives.</p><p>Trading companies are, however, winding down purchases from Russian energy group Rosneft as they seek to comply with language in existing EU sanctions that were intended to limit Russia&#39;s access to the international financial system, the sources said.</p><p>The wording of EU sanctions exempts oil purchases from Rosneft or Gazpromneft, which are listed in the legislation, deemed as &#34;strictly necessary&#34; to ensure Europe&#39;s energy security.</p><p>Traders are wrestling with what &#34;strictly necessary&#34; means, the sources said. It may cover an oil refinery receiving Russian oil through a captive pipeline, but it may not cover the buying and selling of Russian oil by intermediaries. They are cutting purchases to ensure they comply by May 15, when EU restrictions take effect.</p><p>The inclusion of Russia&#39;s state infrastructure firm Transneft that owns the key ports and pipelines will add a further layer of complexity for any future sales.</p><p>Trafigura, a major Russian oil buyer, told Reuters it &#34;will comply in full with all applicable sanctions. We anticipate our traded volumes will be further reduced from 15 May.&#34;</p><p>Vitol, another big buyer, declined to comment on the May 15 deadline. Vitol has previously said traded volumes of Russian oil &#34;will diminish significantly in the second quarter as current term contractual obligations decline,” and it will cease trading Russian oil by the end of 2022.</p><p>The war and sanctions on Russia have already led many western buyers of Russian crude such as Shell to stop new spot purchases.</p><p>Refiners in Europe are becoming increasingly reluctant to process Russian crude. That has already disrupted Russian exports, although purchases by India and Turkey have made up for some of the slack. Sales to China also continue unabated.</p><p>Rosneft and Gazpromneft volumes accounted for 29 million barrels, or nearly 1 million barrels per day (bpd) in April, which is over 40% of overall Urals crude oil exports from Russia&#39;s western ports in April, according to the loading plan.</p><p>The International Energy Agency said on Wednesday Russian oil supply could be down 3 million bpd from May.</p><p>Rosneft declined to comment. Gazpromneft did not immediately respond to Reuters&#39; requests for comment. Other Russian oil buyers, Gunvor and Glencore, declined to comment on the impact of the deadline.</p><p>Energy trading firms face compliance and reputational risks from the current raft of Western sanctions. They have to examine closely which entities they can pay as well as their employees&#39; nationalities. Also, the lack of an outright ban complicates ending existing contracts.</p><p>&#34;All companies are sitting down with their lawyers to figure out what they can and cannot do,&#34; a senior trading source said. &#34;It&#39;s unclear what this means for the whole supply chain, for shippers, insurers,&#34; adding that his firm was looking at implications for non-state owned oil sales.</p><p>&#34;Lawyers are having a feast on this. Where there is uncertainty, companies will step back. Russian oil flows will be greatly reduced going forward.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227646218","content_text":"LONDON, April 13 (Reuters) - Major global trading houses are planning to reduce crude and fuel purchases from Russia's state-controlled oil companies as early as May 15, sources said, to avoid falling foul of European Union sanctions on Russia.The EU has not imposed a ban on imports of Russian oil in response to Ukraine war, because some countries such as Germany are heavily dependent on Russian oil and do not have the infrastructure in place to swap to alternatives.Trading companies are, however, winding down purchases from Russian energy group Rosneft as they seek to comply with language in existing EU sanctions that were intended to limit Russia's access to the international financial system, the sources said.The wording of EU sanctions exempts oil purchases from Rosneft or Gazpromneft, which are listed in the legislation, deemed as \"strictly necessary\" to ensure Europe's energy security.Traders are wrestling with what \"strictly necessary\" means, the sources said. It may cover an oil refinery receiving Russian oil through a captive pipeline, but it may not cover the buying and selling of Russian oil by intermediaries. They are cutting purchases to ensure they comply by May 15, when EU restrictions take effect.The inclusion of Russia's state infrastructure firm Transneft that owns the key ports and pipelines will add a further layer of complexity for any future sales.Trafigura, a major Russian oil buyer, told Reuters it \"will comply in full with all applicable sanctions. We anticipate our traded volumes will be further reduced from 15 May.\"Vitol, another big buyer, declined to comment on the May 15 deadline. Vitol has previously said traded volumes of Russian oil \"will diminish significantly in the second quarter as current term contractual obligations decline,” and it will cease trading Russian oil by the end of 2022.The war and sanctions on Russia have already led many western buyers of Russian crude such as Shell to stop new spot purchases.Refiners in Europe are becoming increasingly reluctant to process Russian crude. That has already disrupted Russian exports, although purchases by India and Turkey have made up for some of the slack. Sales to China also continue unabated.Rosneft and Gazpromneft volumes accounted for 29 million barrels, or nearly 1 million barrels per day (bpd) in April, which is over 40% of overall Urals crude oil exports from Russia's western ports in April, according to the loading plan.The International Energy Agency said on Wednesday Russian oil supply could be down 3 million bpd from May.Rosneft declined to comment. Gazpromneft did not immediately respond to Reuters' requests for comment. Other Russian oil buyers, Gunvor and Glencore, declined to comment on the impact of the deadline.Energy trading firms face compliance and reputational risks from the current raft of Western sanctions. They have to examine closely which entities they can pay as well as their employees' nationalities. Also, the lack of an outright ban complicates ending existing contracts.\"All companies are sitting down with their lawyers to figure out what they can and cannot do,\" a senior trading source said. \"It's unclear what this means for the whole supply chain, for shippers, insurers,\" adding that his firm was looking at implications for non-state owned oil sales.\"Lawyers are having a feast on this. Where there is uncertainty, companies will step back. Russian oil flows will be greatly reduced going forward.\"","news_type":1,"symbols_score_info":{"CLmain":0.9,"BZmain":0.9,"MCLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011671524,"gmtCreate":1648864976383,"gmtModify":1676534413864,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011671524","repostId":"1126869072","repostType":4,"repost":{"id":"1126869072","kind":"news","pubTimestamp":1648864485,"share":"https://ttm.financial/m/news/1126869072?lang=en_US&edition=fundamental","pubTime":"2022-04-02 09:54","market":"us","language":"en","title":"3 Up-and-Coming EV Stocks That Could Topple Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1126869072","media":"InvestorPlace","summary":"Among electric vehicle (EV) manufacturers, Tesla  remains the undisputed king. However, there are a ","content":"<div>\n<p>Among electric vehicle (EV) manufacturers, Tesla  remains the undisputed king. However, there are a number of other EV stocks lurking on Wall Street looking to dethrone chief executive officer Elon ...</p>\n\n<a href=\"https://investorplace.com/2022/04/3-up-and-coming-ev-stocks-that-could-topple-tesla/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Up-and-Coming EV Stocks That Could Topple Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Up-and-Coming EV Stocks That Could Topple Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/3-up-and-coming-ev-stocks-that-could-topple-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Among electric vehicle (EV) manufacturers, Tesla  remains the undisputed king. However, there are a number of other EV stocks lurking on Wall Street looking to dethrone chief executive officer Elon ...</p>\n\n<a href=\"https://investorplace.com/2022/04/3-up-and-coming-ev-stocks-that-could-topple-tesla/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","NIO":"蔚来","RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/2022/04/3-up-and-coming-ev-stocks-that-could-topple-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126869072","content_text":"Among electric vehicle (EV) manufacturers, Tesla  remains the undisputed king. However, there are a number of other EV stocks lurking on Wall Street looking to dethrone chief executive officer Elon Musk and his empire.Of course, Tesla just opened a brand new manufacturing plant outside of Berlin, Germany that will employ 12,000 people and produce 500,000 vehicles per year going forward. In turn, the firm hopes to produce 20 million EVs per year by 2030. Furthermore, the German plant opened just after the company announced that it has received approval to expand its existing plant in Shanghai, China. Moreover, it was recently reported that Tesla is exploring a possible stock split, as well as a special dividend to shareholders.In other words, Tesla is firing on all cylinders — and that continues to be good news for shareholders. Specifically, TSLA stock is up 40% over the past six months — including a 24% gain in the last month.However, as successful as Elon Musk and Tesla have been, there are numerous EV firms nipping at Tesla’s heels looking to take market share from the company. So, with that in mind, here are three up-and-coming EV stocks that I think could topple Tesla.Lucid MotorsRivianNioNow, let’s dive in and take a closer look at each one.EV Stocks to Watch: Lucid MotorsSource: gg5795 / Shutterstock.comThe company that is most often mentioned as the one that could dethrone Tesla is Newark, California-based Lucid Motors.The company is run by CEO Peter Rawlinson, who previously worked at Tesla. That said, Lucid is competing directly against Tesla in the market for luxury EVs, and it already boasts a superior battery to the ones used by Tesla. In fact, Lucid’s first electric vehicle — the Lucid Air — has an Environmental Protection Agency (EPA) certifieddriving range of 517 miles. That is 20% more than the Tesla Model S Plaid. And it was one of the reasons the Lucid Air was namedMotor Trend’s 2022 Car of the Year.Of course, Lucid Air has a long way to go to catch Tesla in terms of production. The Lucid Air sedan only began production last fall, and the company forecasts that it will produce between12,000 and 14,000 vehicles this year compared to1.4 million expected to roll off the assembly lines at Tesla. However, Lucid is ramping up its production aggressively, forecasting that it will manufacture 50,000 vehicles by the end of 2023.Furthermore, Lucid’s innovation is top tier as well. The company is bringing an electric SUV to market in 2024 called the Lucid Gravity, and its battery pack offers the fastest charging times of any EV company with the ability to recharge a depleted battery to 90% within 46 minutes.So, with all of this combined, LCID stock is one of the top EV stocks to watch moving forward.RivianSource: Michael Vi / ShutterstockIn many ways, Rivian is already ahead of Tesla. Last September, the company became the first EV maker to bring a fully electric pick-up truck to market. In fact, the company’s R1T truck beat Tesla’s Cybertruck to market, as well as planned pick-ups from both General Motors(GM) and Ford(F).Early reviews of the R1T electric truck have verged on ecstatic, with Motor Trend naming it the2021 Truck of the Year. And at the end of last year, Rivian reported that it had more than70,000 pre-ordersfor its R1T truck. Additionally, the company already has production facilities around the world, and has plans to build a brand new$5 billion production center in Georgia.Overall, the success Rivian has experienced with its R1T truck helped the company to raise $13.5 billion in what was one of the biggest initial public offerings (IPOs) of last year. RIVN stock skyrocketed on its market debut, rising as high as $179.47 a share on investor euphoria before pulling back to its current, more moderate level of right around $50 per share.In addition to sales of its R1T pick-up truck, Rivian also has a lucrative arrangement to supply e-commerce giant Amazon(AMZN) with100,000 electric delivery vans. The Amazon arrangement has also inspired confidence in Rivian and its future ability to compete against Tesla and other established automakers. And while management has madea few missteps in recent months, the long-term prospects for Rivian and RIVN stock remain largely positive.EV Stocks to Watch: NioSource: Sundry Photography / Shutterstock.comNio is often referred to as the “Tesla of China,” and one of the leading candidates to supplant Elon Musk’s company not only in the Chinese market, but around the world.Nio is making strides in that direction, expanding sales of its electric sedan to Europe late last year with plans to be operating in25 foreign markets, including the U.S., by 2025. At home in China, Nio continues tobeat its own production targets, most recently announcing that itdelivered 6,131 vehiclesin February, a 10% year-over-year (YOY) increase. In turn, this brings its cumulative deliveries for 2022 across all of its EVs to 182,853.Furthermore, Nio has began the production of its new ET7, an electric sedan that boasts a 1,000-kilometer driving range on a single battery charge, besting the driving range of all other EVs — even the Lucid Air sedan.Collectively, Nio stock has been beaten down in recent months, having dropped 33.5% year-to-date (YTD) to $21.06. However, NIO stock got a boost recently after it was announced that the company would pursue asecondary listingon the Hong Kong Stock Exchange. And, Nio is also pioneering a successful“Battery as a Service”model where customers pay a monthly fee to swap depleted electric vehicle batteries for fully charged ones, cutting down on costs for at-home charging stations.So while shares may be down, that just makes NIO stock one of the top EV stocks for investors to keep their eye on.","news_type":1,"symbols_score_info":{"LCID":0.9,"RIVN":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":427620946915560,"gmtCreate":1745419911927,"gmtModify":1745421255189,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20250731 480.0 CALL\">$QQQ 20250731 480.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20250731 480.0 CALL\">$QQQ 20250731 480.0 CALL$ </a>&nbsp;","text":"$QQQ 20250731 480.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/0e95375d7f6cd6d266c8c3f020fb28a8","width":"842","height":"2002"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/427620946915560","isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":406520285544568,"gmtCreate":1740275916781,"gmtModify":1740275922396,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$ </a>&nbsp;","text":"$PING AN(02318)$","images":[{"img":"https://community-static.tradeup.com/news/9364a04cbd3f13d5f3dfe833b42c5866","width":"1080","height":"1822"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406520285544568","isVote":1,"tweetType":1,"viewCount":2667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":814822964,"gmtCreate":1630807439158,"gmtModify":1676530397539,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/814822964","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358408026,"gmtCreate":1616719933565,"gmtModify":1704797817990,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Wow....","listText":"Wow....","text":"Wow....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/358408026","repostId":"2122444180","repostType":4,"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964604192,"gmtCreate":1670126449117,"gmtModify":1676538307489,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00020\">$SENSETIME-W(00020)$ &nbsp;</a>good buy","listText":"<a href=\"https://ttm.financial/S/00020\">$SENSETIME-W(00020)$ &nbsp;</a>good buy","text":"$SENSETIME-W(00020)$ good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964604192","isVote":1,"tweetType":1,"viewCount":4897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810331666,"gmtCreate":1629943377255,"gmtModify":1676530179421,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good, pls go up some more","listText":"Good, pls go up some more","text":"Good, pls go up some more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/810331666","repostId":"1197778368","repostType":4,"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863131289,"gmtCreate":1632362763841,"gmtModify":1676530763464,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863131289","repostId":"2169650271","repostType":4,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815935042,"gmtCreate":1630634508086,"gmtModify":1676530361937,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/815935042","repostId":"2164829818","repostType":4,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836402047,"gmtCreate":1629511707089,"gmtModify":1676530062089,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Great move","listText":"Great move","text":"Great move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836402047","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=en_US&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?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":{"SSNLF":"三星电子","SOXX":"iShares费城交易所半导体ETF","GOOG":"谷歌","ON":"安森美半导体","GOOGL":"谷歌A","NVDA":"英伟达","QCOM":"高通","CDNS":"铿腾电子","AAPL":"苹果","AMZN":"亚马逊","ASML":"阿斯麦","SNPS":"新思科技","TSM":"台积电"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"TSM":0.9,"SSNLF":0.9,"AAPL":0.9,"AMZN":0.9,"SOXX":0.9,"GOOG":0.9,"CDNS":0.9,"NVDA":0.9,"ASML":0.9,"SNPS":0.9,"QCOM":0.9,"ON":0.9}},"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831482528,"gmtCreate":1629340955264,"gmtModify":1676530008648,"author":{"id":"3578291735174201","authorId":"3578291735174201","name":"HockLai","avatar":"https://static.tigerbbs.com/26c198a858daf0bf415cad356c51c570","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578291735174201","idStr":"3578291735174201"},"themes":[],"htmlText":"Great, up up up for Nvidia","listText":"Great, up up up for Nvidia","text":"Great, up up up for Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831482528","repostId":"1183927541","repostType":4,"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}