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oleoleole

oleoleole

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2022-10-26

Nice

Sorry, the original content has been removed

2022-10-15

Nicr

Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback

2022-10-26

Nice

Sorry, the original content has been removed

2022-10-22

Holy

Vaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%

2022-11-20

Hahaha

Sea Limited: Profitability May Be Around The Corner

2022-10-26

Hs

Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch

2022-10-20

Nic

Tesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch

2022-10-20

Nicr

Alibaba: It Could Get Worse

2021-08-19

Nice

Nvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern

2022-10-19

Ok

Apple Earnings Are Likely To Bomb Going Forward

Go to Tiger App to see more news

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it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958289371,"gmtCreate":1673748282693,"gmtModify":1676538880938,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087388821618810","authorIdStr":"4087388821618810"},"themes":[],"htmlText":"ahd","listText":"ahd","text":"ahd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958289371","repostId":"9958215170","repostType":1,"repost":{"id":9958215170,"gmtCreate":1673747631490,"gmtModify":1676538880836,"author":{"id":"4101144485256300","authorId":"4101144485256300","name":"Bunifa Latif","avatar":"https://static.tigerbbs.com/26345dcc52c7fb5e31b8214c4b0f3b11","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101144485256300","authorIdStr":"4101144485256300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/601601\">$China Pacific Insurance (Group) Co., Ltd.(601601)$&nbsp;</a><a href=\"https://ttm.financial/S/CHPXF\">$China Pacific Insurance Group Co Ltd(CHPXF)$&nbsp;</a> Focus on higher quality growth China Pacific (CPIC) is the third largest player in both life and property &amp; casualty (P&amp;C) segments in China. CPIC generated about two thirds of net earned premiums from life insurance and about a third from P&amp;C. Looking ahead, we expect its life new business value (NBV) growth will need time to see a gradual recovery given the challenging environment from the pandemic remains, which has impacted the industry’s new policy sales momentum and agency force. Valuations however have reflected much of the concerns over a more modest growth outlook and negati","listText":"<a href=\"https://ttm.financial/S/601601\">$China Pacific Insurance (Group) Co., Ltd.(601601)$&nbsp;</a><a href=\"https://ttm.financial/S/CHPXF\">$China Pacific Insurance Group Co Ltd(CHPXF)$&nbsp;</a> Focus on higher quality growth China Pacific (CPIC) is the third largest player in both life and property &amp; casualty (P&amp;C) segments in China. CPIC generated about two thirds of net earned premiums from life insurance and about a third from P&amp;C. Looking ahead, we expect its life new business value (NBV) growth will need time to see a gradual recovery given the challenging environment from the pandemic remains, which has impacted the industry’s new policy sales momentum and agency force. Valuations however have reflected much of the concerns over a more modest growth outlook and negati","text":"$China Pacific Insurance (Group) Co., Ltd.(601601)$ $China Pacific Insurance Group Co Ltd(CHPXF)$ Focus on higher quality growth China Pacific (CPIC) is the third largest player in both life and property & casualty (P&C) segments in China. CPIC generated about two thirds of net earned premiums from life insurance and about a third from P&C. Looking ahead, we expect its life new business value (NBV) growth will need time to see a gradual recovery given the challenging environment from the pandemic remains, which has impacted the industry’s new policy sales momentum and agency force. Valuations however have reflected much of the concerns over a more modest growth outlook and 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11:00","market":"us","language":"en","title":"Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2275403939","media":"Motley Fool","summary":"They are down but certainly not out.","content":"<div>\n<p>Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/\">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>Down 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback</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\">\nDown 58% to 75%, These 3 Growth Stocks Are Poised for a Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SPOT":"Spotify Technology S.A.","ZS":"Zscaler Inc."},"source_url":"https://www.fool.com/investing/2022/10/14/down-58-to-75-these-3-growth-stocks-are-poised-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275403939","content_text":"Jeff Bezos, the founder of Amazon, started his 2000 shareholder letter with the word \"ouch.\" The company's stock had fallen more than 80% in the past year, a tough time for shareholders when the dot-com bubble had burst, and Wall Street was selling everything out of fear. But Amazon's business was growing despite the disappointing investment returns. Today, Amazon is one of the world's largest companies, which means that 2000 was a wonderful time to buy shares.Sound familiar? Just over two decades later, the stock market is again in a tumultuous spot. Growth stocks are again taking it on the chin, including Palantir Technologies, Zscaler, and Spotify Technology, down 75%, 58%, and 74% from their respective highs. Despite these steep declines, each stock could make a strong comeback and reward long-term investors. Here is what you need to know.Building a new world on top of dataJustin Pope (Palantir Technologies): Almost everything you do in life today creates a digital record, and understanding and leveraging this data better than others can drive success in both public and private organizations. Palantir makes custom software solutions for its customers using its proprietary platforms: Gotham specializes in government applications, and Foundry in commercial projects. For example, Palantir helped determine which areas needed the most assistance during Hurricane Sandy in 2012 using GPS data, photos, damage reports, and census/demographics records.Palantir's relationship with the government remains strong today. It works with various departments, announcing new contracts from the Army and Department of Homeland Security totaling over $200 million just in the past couple of months. This close relationship also makes Palantir reliant on the government, which accounted for 57% of revenue over the first six months of 2022. Palantir must grow its private sector business, and it's doing that -- U.S. commercial revenue grew 120% year over year in the second quarter of this year.The company is now doing more than $1.7 billion in revenue and converting 15% of that into free cash flow. Palantir uses stock-based compensation to pay its employees, which is a non-cash expense. So while cash profits are positive, the bottom line (net income) is negative $539 million over the past four quarters. Positive free cash flow adds to a balance sheet with $2.4 billion in cash against zero debt. Investors will want to see net income trend toward a positive figure; look for revenue to grow faster than stock-based compensation over the coming years.This bear market has hammered Palantir's valuation. The stock's price-to-sales ratio (P/S) was more than 40 last year but has fallen to just 9. The company's long relationship with the U.S. government and strong commercial growth underlines the value Palantir's platform creates. The company still has just 304 customers, so there's plenty of room for long-term growth. Palantir could eventually be a very large and influential company if data continues to become a critical asset for organizations worldwide. In that case, investors might look back on 2022 fondly as an opportunity to buy low.The zero-trust company that deserves your full confidenceWill Healy (Zscaler): The rise of the cloud changed the nature of cybersecurity. Previous models built trust via IP addresses. However, with increasing numbers of devices and more interactions, securing networks from continuously changing locations demands a different solution.Hence, companies increasingly turn to zero-trust security solutions like the ones offered by Zscaler. Zero-trust treats every user as a threat and uses \"context-based identity\" (job responsibilities, location, etc.) and policy enforcement to determine access. Also, since users access resources and apps rather than networks, Zscaler's software can prevent and mitigate security breaches.Zscaler also stands out by operating as an edge computing solution. With 150 data centers worldwide, it reduces the lag time for clients. Its approach led to Gartner naming it a leader in the 2022 Gartner Magic Quadrant for Security Service Edge. Additionally, it claims almost 2,100 customers with over $100,000 in annual recurring revenue, including 40% of the Fortune 500.Those numbers should continue to increase. Allied Market Research predicts the industry will grow at a compound annual growth rate of 19% through 2031, taking the market size to $126 billion. Thus, it may pleasantly surprise investors that in fiscal 2022 (which ended July 31), Zscaler generated $1.1 billion in revenue, rising 61% year over year. Due to the constant need for cybersecurity, recession threats are unlikely to slow company growth significantly, keeping revenue growth at an elevated level.Moreover, Zscaler turned a non-GAAP profit for fiscal 2022 of $101 million, rising 34%. The rapid increases in costs and expenses, foreign currency losses, and revaluations of derivative investments reduced earnings.Those fast-rising costs and expenses may also have caught Zscaler up in the bear market. The cybersecurity stock now sells at about a 60% discount to its all-time high in November. Additionally, given the current bear market, the price-to-sales (P/S) ratio of 19 may seem intolerably high.However, those challenges should not alter the likely growth in the zero-trust security industry. Given its competitive advantages and rapid revenue growth, Zscaler looks like a screaming buy despite its elevated valuation.By one measure, Spotify stock has never been cheaperJake Lerch (Spotify Technology): Like many so-called \"stay-at-home\" stocks, Spotify shares skyrocketed during the height of the COVID-19 pandemic. If you'd invested $10,000 in Spotify stock in March 2020, it would have grown to more than $23,000 in March 2021. However, the last 18 months have not been kind to Spotify.And while the damage to its stock price is undeniable, the company's fundamentals remain untouched. In fact, they've improved.User growth is accelerating. In its most recent quarter (the three months ending on June 30, 2022), Spotify reported 433 monthly active users -- 5 million more than the company had projected.Both premium (i.e., subscription) and ad-supported revenue have surged. Premium revenue increased 22% year over year to 2.5 billion euros, while ad-supported revenue jumped 31% to 360 million euros. Spotify's ad-supported revenue now stands at 13% of overall revenue, the highest percentage in the company's history.Meanwhile, Spotify's valuation looks more sensible than ever. Its current price-to-sales ratio of 1.3 is an all-time low for the company -- and far below its lifetime average of 4.3. SPOT PS Ratio data by YChartsOf course, broader economic conditions are not great. Interest rates are rising and economic growth appears to be slowing. However, for long-term investors, economic slowdowns can present opportunities to build positions in the companies that will benefit when the inevitable turnaround arrives. To my eyes, Spotify -- a stock with strong fundamentals and its lowest valuation in years -- looks poised for a comeback.","news_type":1,"symbols_score_info":{"SPOT":0.9,"PLTR":0.9,"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988598201,"gmtCreate":1666780614203,"gmtModify":1676537805240,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988598201","repostId":"1129024455","repostType":4,"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981307842,"gmtCreate":1666397163686,"gmtModify":1676537750903,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Holy","listText":"Holy","text":"Holy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9981307842","repostId":"1135370638","repostType":4,"repost":{"id":"1135370638","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666360209,"share":"https://ttm.financial/m/news/1135370638?lang=en_US&edition=fundamental","pubTime":"2022-10-21 21:50","market":"us","language":"en","title":"Vaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135370638","media":"Tiger Newspress","summary":"Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.","content":"<html><head></head><body><p>Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.<img src=\"https://static.tigerbbs.com/80eeb8ffe58b008912f7fb36f0a43f72\" tg-width=\"438\" tg-height=\"531\" width=\"100%\" height=\"auto\"/></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>Vaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Jumped in Morning Trading, with Novavax Soaring 6.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-21 21:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.<img src=\"https://static.tigerbbs.com/80eeb8ffe58b008912f7fb36f0a43f72\" tg-width=\"438\" tg-height=\"531\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135370638","content_text":"Vaccine stocks jumped in morning trading, with Novavax soaring 6.8%.","news_type":1,"symbols_score_info":{"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961143535,"gmtCreate":1668902755227,"gmtModify":1676538125096,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Hahaha","listText":"Hahaha","text":"Hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961143535","repostId":"1143890380","repostType":2,"repost":{"id":"1143890380","kind":"news","pubTimestamp":1668822759,"share":"https://ttm.financial/m/news/1143890380?lang=en_US&edition=fundamental","pubTime":"2022-11-19 09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited&#39;s Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank&#39;s credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&amp;M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&amp;M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena&#39;s results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</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\">\nSea Limited: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988598526,"gmtCreate":1666780642866,"gmtModify":1676537805245,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Hs","listText":"Hs","text":"Hs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988598526","repostId":"2278721926","repostType":4,"repost":{"id":"2278721926","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1666774986,"share":"https://ttm.financial/m/news/2278721926?lang=en_US&edition=fundamental","pubTime":"2022-10-26 17:03","market":"us","language":"en","title":"Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2278721926","media":"Benzinga","summary":"With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects<b> </b>The <a href=\"https://laohu8.com/S/BA\">Boeing</a> Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc.</a> reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.</li></ul></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>Boeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch</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\">\nBoeing, Meta, Alphabet, Ford And More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-10-26 17:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects<b> </b>The <a href=\"https://laohu8.com/S/BA\">Boeing</a> Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.</li><li><a href=\"https://laohu8.com/S/GOOG\">Alphabet Inc.</a> reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a> to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.</li></ul><ul><li>Analysts expect <a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","META":"Meta Platforms, Inc.","GOOG":"谷歌","GOOGL":"谷歌A","F":"福特汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278721926","content_text":"With the Nasdaq futures trading lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects The Boeing Company to report quarterly earnings at $0.04 per share on revenue of $17.83 billion before the opening bell. Boeing shares fell 0.2% to $146.31 in pre-market trading.Alphabet Inc. reported weaker-than-expected earnings results for its third quarter after the closing bell on Tuesday. YouTube and Network revenue were down on a year-over-year basis, bringing overall Google Ad revenue to $54.48 billion, up from last year’s $53.13 billion. Alphabet shares fell 6.2% to $98.43 in the pre-market trading session.Analysts are expecting Meta Platforms, Inc. to have earned $1.91 per share on revenue of $27.53 billion for the latest quarter. The company will release earnings after the markets close. Meta shares fell 3.5% to $132.65 in pre-market trading.Microsoft Corporation posted better-than-expected earnings for its first quarter. Revenue for the Microsoft Cloud segment was $25.7 billion in the first quarter, up 24%% year-over-year. Microsoft shares dropped 5.4% to $237.23 in the pre-market trading session.Analysts expect Ford Motor Company to post quarterly earnings at $0.32 per share on revenue of $36.00 billion after the closing bell. Ford shares rose 2.8% to close at $12.83 on Tuesday.","news_type":1,"symbols_score_info":{"BA":0.9,"META":0.9,"GOOG":0.9,"F":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983256010,"gmtCreate":1666257282830,"gmtModify":1676537731412,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Nic","listText":"Nic","text":"Nic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983256010","repostId":"1149143906","repostType":4,"repost":{"id":"1149143906","kind":"news","pubTimestamp":1666255814,"share":"https://ttm.financial/m/news/1149143906?lang=en_US&edition=fundamental","pubTime":"2022-10-20 16:50","market":"us","language":"en","title":"Tesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1149143906","media":"Benzinga","summary":"With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab inves","content":"<div>\n<p>With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AT&T Inc. to report quarterly earnings at $0.61 ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29336316/at-t-tesla-and-3-stocks-to-watch-heading-into-thursday\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, IBM, Nokia, American Airlines And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/10/29336316/at-t-tesla-and-3-stocks-to-watch-heading-into-thursday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AT&T Inc. to report quarterly earnings at $0.61 ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29336316/at-t-tesla-and-3-stocks-to-watch-heading-into-thursday\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚","IBM":"IBM","TSLA":"特斯拉","AA":"美国铝业","ERIC":"爱立信","T":"At&T","DOW":"陶氏化学","PPG":"PPG工业","AAL":"美国航空"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29336316/at-t-tesla-and-3-stocks-to-watch-heading-into-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149143906","content_text":"With US stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AT&T Inc. to report quarterly earnings at $0.61 per share on revenue of $29.86 billion before the opening bell.Tesla, Inc. reported better-than-expected earnings for its third quarter, while sales missed estimates. The company also reported a year-over-year decrease in Q3 total deliveries. Stocks crashed over 6% in premarket trading.Analysts are expecting American Airlines Group Inc. to have earned $0.31 per share on revenue of $13.25 billion for the latest quarter. The company will release earnings before the markets open.PPG Industries, Inc. posted downbeat results for its third quarter and issued a weak earnings forecast for the current quarter.Analysts expect Dow Inc. to post quarterly earnings at $1.27 per share on revenue of $13.28 billion after the closing bell.IBM's Q3 sales rose 6.5% to $14.1 billion, it expects full-year revenue growth will exceed the company’s previous mid-single digit guidance while free cash flow will hit the estimate of $10 billion. Stocks rose over 3% in premarket trading.Nokia’s Q3 operating profit rose to 658 million euros ($643.3 million) from 633 million last year, and its net sales grew 6%. Stocks fell over 4% in premarket trading.Ericsson’s quarterly adjusted operating earnings fell to 7.1 billion Swedish crowns ($633.05 million) from 8.8 billion crowns a year earlier, revenue rose to 68 billion crowns from 56.3 billion a year earlier. Stocks tumbled nearly 15% in premarket trading.Alcoa reported a Q3 net loss of $746M, or a loss of $4.17/share, its Q3 revenues tumbled 8% to $2.85B from $3.11B a year ago. Stocks slumped over 8% in premarket trading.","news_type":1,"symbols_score_info":{"NOK":0.9,"T":0.9,"IBM":0.9,"AAL":0.9,"TSLA":0.9,"DOW":0.9,"PPG":0.9,"AA":0.9,"ERIC":0.9}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983256315,"gmtCreate":1666257294737,"gmtModify":1676537731419,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Nicr","listText":"Nicr","text":"Nicr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983256315","repostId":"1111819580","repostType":4,"repost":{"id":"1111819580","kind":"news","pubTimestamp":1666254743,"share":"https://ttm.financial/m/news/1111819580?lang=en_US&edition=fundamental","pubTime":"2022-10-20 16:32","market":"us","language":"en","title":"Alibaba: It Could Get Worse","url":"https://stock-news.laohu8.com/highlight/detail?id=1111819580","media":"Seeking Alpha","summary":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.A","content":"<html><head></head><body><h2>Summary</h2><ul><li>Short interest in Alibaba spiked by over 7% sequentially and it&#39;s up nearly 50% since April.</li><li>Alibaba&#39;s prospects appear to be deteriorating almost every other week which is probably why it&#39;s quickly becoming popular in shorting circles.</li><li>The stock seems set to fall further and investors may want to avoid trying to catch falling knives.</li></ul><p><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.</p><h2><b>Elevated Shorting Activity</b></h2><p>Let me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.</p><p>As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.</p><p>This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.</p><p><img src=\"https://static.tigerbbs.com/bf2f95098c8f6d45998f55472f8d16d6\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Next, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.</p><p><img src=\"https://static.tigerbbs.com/6019ac925a96524d96e2dc53d1823155\" tg-width=\"382\" tg-height=\"650\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>This raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?</p><h2><b>Reasons Fueling Pessimism</b></h2><p>First of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.</p><p><img src=\"https://static.tigerbbs.com/a02a8cdb767bb27a98904344d984815f\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQiant.com</p><p>The Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.</p><p>Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.</p><p>The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.</p><p>It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.</p><p><img src=\"https://static.tigerbbs.com/e9940fbe16823a8aecadd41f1e3818a9\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>What exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it&#39;ll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.</p><p><img src=\"https://static.tigerbbs.com/5c95dde41ca2ea45ca9c28867d815701\" tg-width=\"640\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>There’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.</p><h2><b>Final Thoughts</b></h2><p>The takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!</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>Alibaba: It Could Get Worse</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\">\nAlibaba: It Could Get Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4547525-alibaba-stock-it-could-get-worse","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111819580","content_text":"SummaryShort interest in Alibaba spiked by over 7% sequentially and it's up nearly 50% since April.Alibaba's prospects appear to be deteriorating almost every other week which is probably why it's quickly becoming popular in shorting circles.The stock seems set to fall further and investors may want to avoid trying to catch falling knives.Alibaba’s (NYSE:BABA) shares are down 35% year to date but the downturn may not be over yet. Latest data reveals that short interest in the stock has spiked 7% in the last reporting cycle. This rapid short build up suggeststhat market participants might perceive the stock to be overvalued at current levels and likely anticipate it to fall further in the coming days and weeks. This should encourage Alibaba investors to reassess their investment thesis and avoid trying to catch falling knives. Let’s take a closer look at it all.Elevated Shorting ActivityLet me start by saying that short interest is basically the total number of short positions that are open and are yet to be covered at the end of each bi-monthly reporting cycle. A sharp rise in the metric indicates that market participants are actively placing short bets against a given stock with the anticipation that it would quickly decline in value in the foreseeable future. Conversely, a sharp decline in the metric indicates that short-side traders are closing their short positions as they perceive the stock to be fairly-valued, with limited downside potential. So, the short interest metric is a handy tool to gauge the Street’s ever-evolving sentiment pertaining to any given stock.As far as Alibaba is concerned, its short interest amounted to 59 million at the end of the latest reporting cycle ending September 30. This figure is up 7.2% sequentially and up 47% over the past 5 months alone, indicating that market participants have gradually stacked their short-side bets against the company in recent months.This short interest build up is rather counterintuitive as the stock has been dropping continuously and it should have, in theory at least, encouraged short-side market participants to close their shorts and book profits. But the fact that short interest in Alibaba continues to rise, in spite of its dropping stock price, suggests that market participants perceive the stock to be overvalued at current levels and are betting on the stock to fall further going forward.BusinessQuant.comNext, I wanted to compare Alibaba with other US-listed e-commerce stocks to have a better understanding of shorting activity in the said industry. If the market is betting against the vast majority of such stocks, then Alibaba wouldn’t come across as the odd one out. But that’s not quite the case here. As it turns out, short interest in Alibaba rose much faster than a broad swath of 30 other US-listed stocks that are engaged in e-commerce businesses. This confirms that market participants are more or less neutral on the industry but specifically bearish on Alibaba.BusinessQuant.comThis raises an important question now – why are market participants actively shorting Alibaba even though its shares have crashed significantly and are seemingly undervalued?Reasons Fueling PessimismFirst of all, I’d like to clear the misconception that Alibaba is undervalued after its recent correction. It may seem undervalued on a standalone basis but that’s not really the case when we look at industry comparables. The chart below should put things in perspective.BusinessQiant.comThe Y-axis plots the enterprise value-to-free cash flow (or EV/FCF) values for over 30 stocks that are classified in the e-commerce/internet retail industry. Note how Alibaba is vertically positioned much higher than a broad swath of its mentioned peers, indicating that the stock is trading at a relative premium.Now, let’s shift attention to the X-axis, which plots the free cash flow growth for the same set of companies. Note how Alibaba is horizontally positioned more or less in the middle, indicating that its free cash flow growth is in-line with the industry averages.The collective takeaway from both the axes here is that Alibaba is a mediocre performer in terms of free cash flow growth but its shares are trading at a premium nonetheless. There are in fact 4 other stocks in the e-commerce industry that are growing free cash flows at a rate faster than Alibaba, but their shares still trading at a lower EV/FCF multiple.It’s not like the business prospects are improving or signaling impending growth for Alibaba, either. Much like the US, analysts and rating agencies have been slashing GDP growth forecasts for China almost every other week. This deteriorating macroeconomic environment is bound to limit personal disposable income and hinder consumer spending across major economies, which will inevitably weigh down on Alibaba’s business. We’re already seeing analysts slashing their revenue estimates for the company and I contend that more cuts shall follow in the coming 2 to 3 months at the very least.Data byYChartsWhat exacerbates the problem is that we don’t know how far along will revenue expectations drop for Alibaba. Maybe 2 months down the line, we’d have slashed our revenue estimates for Alibaba by $10 billion or maybe it'll be $30 billion, we just don’t know. This heightened uncertainty amidst growing recessionary fears, makes it difficult for anyone to call a bottom for an e-commerce company such as Alibaba. So, this is another major reason why we think we’re seeing short interest spike in the company’s shares of late.BusinessQuant.comThere’s another variable at play here. US auditors flew to Hong Kong a few weeks ago to conduct audit inspections on US-listed Chinese companies such as Alibaba. These inspections are likely to last from 8-12 weeks and will reveal if Alibaba is audited in accordance with the US GAAP or if there are irregularities in its reporting. If it’s the latter, then it’ll fuel further fear, uncertainty and doubt about the legitimacy of Alibaba’s growth prospects, and fuel speculation about the quantum of penalty that might be imposed by US regulators. This essentially means the moment of truth is fast approaching for US-listed Chinese companies such as Alibaba.Final ThoughtsThe takeaway here is that Alibaba’s shares are trading at a premium relative to its peers, despite heightened macroeconomic and regulatory uncertainty surrounding the name. This is likely why short interest in the name has been surging and will continue to do so in the coming weeks as well. So, I believe that investors may want to avoid the stock for the time being, as it looks set to fall further from the current levels. Good Luck!","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838311434,"gmtCreate":1629373482828,"gmtModify":1676530019332,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838311434","repostId":"2160769035","repostType":4,"repost":{"id":"2160769035","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629373391,"share":"https://ttm.financial/m/news/2160769035?lang=en_US&edition=fundamental","pubTime":"2021-08-19 19:43","market":"us","language":"en","title":"Nvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern","url":"https://stock-news.laohu8.com/highlight/detail?id=2160769035","media":"Dow Jones","summary":"NVIDIA Corp shares rose in the extended session Wednesday after the chip maker's earnings topped Wal","content":"<p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> shares rose in the extended session Wednesday after the chip maker's earnings topped Wall Street estimates and the company addressed how supply constraints in the ongoing global chip shortage were reflected in its outlook.</p>\n<p>Nvidia&nbsp;shares, which wobbled between slight gains and losses initially after hours, ended the extended session up more than 2%. That follows a 2.2% decline in the regular session to close at $190.40. Shares closed at a split-adjusted record high of $206.99 on July 6. All share and per-share figures are presented as split adjusted.</p>\n<p>For the third, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $6.66 billion to $6.94 billion, while analysts surveyed by FactSet have forecast revenue of $6.57 billion on average. On the conference call, the conversation quickly became how much of that outlook was affected by supply constraints.</p>\n<p>Excluding Cryptocurrency Mining Processors, or CMPs, which are intended to divert mining demand away from GPUs made for gamers, Nvidia expects revenue to grow more than $500 million sequentially, said Colette Kress, Nvidia's chief financial officer, on the call. CMPs accounted for revenue of $266 million in the second quarter, and are expected to have minimal gains in the third quarter.</p>\n<p>\"The lion's share of that sequential revenue increase will be coming from data center,\" Kress said. \"We do expect gaming to be up slightly on a sequential basis, but remember we are still supply constrained.\"</p>\n<p>\"So, our Q3 results don't have seasonality with them for gaming, and are really about the supply that we believe we can have for Q3,\" Kress said.</p>\n<p>\"We have enough supply to meet our second-half company growth plans,\" said Jensen Huang, Nvidia chief executive, on the call. \"We expect to be able to achieve our company's growth plans for next year.\"</p>\n<p>\"Meanwhile, we're securing pretty significant long-term supply commitments as we expand into all these different market initiatives that we've set ourselves up for,\" Huang said. \"And so I would expect that we will see a supply constrained environment for the vast majority of the year, is my guess at the moment.\"</p>\n<p>Nvidia reported second-quarter net income of $2.37 billion, or 94 cents a share, compared with $622 million, or 25 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.04 a share, compared with 55 cents a share in the year-ago period.</p>\n<p>Revenue soared to a record $6.51 billion, up 68% from $3.87 billion in the year-ago quarter.</p>\n<p>Analysts had estimated adjusted earnings of $1.02 a share on revenue of $6.33 billion. Back in May, Nvidia had forecast revenue between $6.17 billion and $6.43 billion.</p>\n<p>In the second quarter, gaming sales surged 85% to a record $3.05 billion, surpassing last quarter's previous high mark of $2.76 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $2.98 billion.</p>\n<p>On the data-center side, sales rose 35% to a record $2.37 billion from the year-ago period, while analysts expected sales of $2.27 billion.</p>\n<p>Nvidia also addressed headwinds in the company's planned acquisition of microprocessor-design company Arm Ltd. for $40 billion from Softbank Group Corp. . Earlier in the month, rumors swirled that the deal could get blocked by U.K. regulators. Arm is based in Cambridge, England.</p>\n<p>\"We are working through the regulatory process although some Arm licensees have expressed concerns and objected to the transaction, and discussions with regulators are taking longer than initially thought,\" Kress said in prepared remarks. \"We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p>\n<p>Amid supply shortages, the chip industry keeps turning in strong earnings and companies like Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> take more market share in the data-center space from Intel Corp.</p>\n<p>Over the past 12 months, Nvidia shares have surged 58%, while the PHLX Semiconductor Index has gained 47%. Meanwhile, both the S&amp;P 500 index and the Nasdaq Composite Index have risen 31%.</p>\n<p>-Wallace Witkowski</p>\n<p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p>\n<p>August 19, 2021 07:30 ET (11:30 GMT)</p>\n<p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia earnings top Street view with record data-center, gaming revenue, but supply constraints still a concern\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-19 19:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> shares rose in the extended session Wednesday after the chip maker's earnings topped Wall Street estimates and the company addressed how supply constraints in the ongoing global chip shortage were reflected in its outlook.</p>\n<p>Nvidia&nbsp;shares, which wobbled between slight gains and losses initially after hours, ended the extended session up more than 2%. That follows a 2.2% decline in the regular session to close at $190.40. Shares closed at a split-adjusted record high of $206.99 on July 6. All share and per-share figures are presented as split adjusted.</p>\n<p>For the third, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $6.66 billion to $6.94 billion, while analysts surveyed by FactSet have forecast revenue of $6.57 billion on average. On the conference call, the conversation quickly became how much of that outlook was affected by supply constraints.</p>\n<p>Excluding Cryptocurrency Mining Processors, or CMPs, which are intended to divert mining demand away from GPUs made for gamers, Nvidia expects revenue to grow more than $500 million sequentially, said Colette Kress, Nvidia's chief financial officer, on the call. CMPs accounted for revenue of $266 million in the second quarter, and are expected to have minimal gains in the third quarter.</p>\n<p>\"The lion's share of that sequential revenue increase will be coming from data center,\" Kress said. \"We do expect gaming to be up slightly on a sequential basis, but remember we are still supply constrained.\"</p>\n<p>\"So, our Q3 results don't have seasonality with them for gaming, and are really about the supply that we believe we can have for Q3,\" Kress said.</p>\n<p>\"We have enough supply to meet our second-half company growth plans,\" said Jensen Huang, Nvidia chief executive, on the call. \"We expect to be able to achieve our company's growth plans for next year.\"</p>\n<p>\"Meanwhile, we're securing pretty significant long-term supply commitments as we expand into all these different market initiatives that we've set ourselves up for,\" Huang said. \"And so I would expect that we will see a supply constrained environment for the vast majority of the year, is my guess at the moment.\"</p>\n<p>Nvidia reported second-quarter net income of $2.37 billion, or 94 cents a share, compared with $622 million, or 25 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.04 a share, compared with 55 cents a share in the year-ago period.</p>\n<p>Revenue soared to a record $6.51 billion, up 68% from $3.87 billion in the year-ago quarter.</p>\n<p>Analysts had estimated adjusted earnings of $1.02 a share on revenue of $6.33 billion. Back in May, Nvidia had forecast revenue between $6.17 billion and $6.43 billion.</p>\n<p>In the second quarter, gaming sales surged 85% to a record $3.05 billion, surpassing last quarter's previous high mark of $2.76 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $2.98 billion.</p>\n<p>On the data-center side, sales rose 35% to a record $2.37 billion from the year-ago period, while analysts expected sales of $2.27 billion.</p>\n<p>Nvidia also addressed headwinds in the company's planned acquisition of microprocessor-design company Arm Ltd. for $40 billion from Softbank Group Corp. . Earlier in the month, rumors swirled that the deal could get blocked by U.K. regulators. Arm is based in Cambridge, England.</p>\n<p>\"We are working through the regulatory process although some Arm licensees have expressed concerns and objected to the transaction, and discussions with regulators are taking longer than initially thought,\" Kress said in prepared remarks. \"We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p>\n<p>Amid supply shortages, the chip industry keeps turning in strong earnings and companies like Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> take more market share in the data-center space from Intel Corp.</p>\n<p>Over the past 12 months, Nvidia shares have surged 58%, while the PHLX Semiconductor Index has gained 47%. Meanwhile, both the S&amp;P 500 index and the Nasdaq Composite Index have risen 31%.</p>\n<p>-Wallace Witkowski</p>\n<p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p>\n<p>August 19, 2021 07:30 ET (11:30 GMT)</p>\n<p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160769035","content_text":"NVIDIA Corp shares rose in the extended session Wednesday after the chip maker's earnings topped Wall Street estimates and the company addressed how supply constraints in the ongoing global chip shortage were reflected in its outlook.\nNvidia shares, which wobbled between slight gains and losses initially after hours, ended the extended session up more than 2%. That follows a 2.2% decline in the regular session to close at $190.40. Shares closed at a split-adjusted record high of $206.99 on July 6. All share and per-share figures are presented as split adjusted.\nFor the third, or current, quarter, the Santa Clara, Calif.-based chip maker forecast revenue of $6.66 billion to $6.94 billion, while analysts surveyed by FactSet have forecast revenue of $6.57 billion on average. On the conference call, the conversation quickly became how much of that outlook was affected by supply constraints.\nExcluding Cryptocurrency Mining Processors, or CMPs, which are intended to divert mining demand away from GPUs made for gamers, Nvidia expects revenue to grow more than $500 million sequentially, said Colette Kress, Nvidia's chief financial officer, on the call. CMPs accounted for revenue of $266 million in the second quarter, and are expected to have minimal gains in the third quarter.\n\"The lion's share of that sequential revenue increase will be coming from data center,\" Kress said. \"We do expect gaming to be up slightly on a sequential basis, but remember we are still supply constrained.\"\n\"So, our Q3 results don't have seasonality with them for gaming, and are really about the supply that we believe we can have for Q3,\" Kress said.\n\"We have enough supply to meet our second-half company growth plans,\" said Jensen Huang, Nvidia chief executive, on the call. \"We expect to be able to achieve our company's growth plans for next year.\"\n\"Meanwhile, we're securing pretty significant long-term supply commitments as we expand into all these different market initiatives that we've set ourselves up for,\" Huang said. \"And so I would expect that we will see a supply constrained environment for the vast majority of the year, is my guess at the moment.\"\nNvidia reported second-quarter net income of $2.37 billion, or 94 cents a share, compared with $622 million, or 25 cents a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation expenses and other items, were $1.04 a share, compared with 55 cents a share in the year-ago period.\nRevenue soared to a record $6.51 billion, up 68% from $3.87 billion in the year-ago quarter.\nAnalysts had estimated adjusted earnings of $1.02 a share on revenue of $6.33 billion. Back in May, Nvidia had forecast revenue between $6.17 billion and $6.43 billion.\nIn the second quarter, gaming sales surged 85% to a record $3.05 billion, surpassing last quarter's previous high mark of $2.76 billion, while analysts surveyed by FactSet had expected Nvidia gaming sales of $2.98 billion.\nOn the data-center side, sales rose 35% to a record $2.37 billion from the year-ago period, while analysts expected sales of $2.27 billion.\nNvidia also addressed headwinds in the company's planned acquisition of microprocessor-design company Arm Ltd. for $40 billion from Softbank Group Corp. . Earlier in the month, rumors swirled that the deal could get blocked by U.K. regulators. Arm is based in Cambridge, England.\n\"We are working through the regulatory process although some Arm licensees have expressed concerns and objected to the transaction, and discussions with regulators are taking longer than initially thought,\" Kress said in prepared remarks. \"We are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"\nAmid supply shortages, the chip industry keeps turning in strong earnings and companies like Advanced Micro Devices Inc. $(AMD)$ take more market share in the data-center space from Intel Corp.\nOver the past 12 months, Nvidia shares have surged 58%, while the PHLX Semiconductor Index has gained 47%. Meanwhile, both the S&P 500 index and the Nasdaq Composite Index have risen 31%.\n-Wallace Witkowski\n$(END)$ Dow Jones Newswires\nAugust 19, 2021 07:30 ET (11:30 GMT)\nCopyright (c) 2021 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983328107,"gmtCreate":1666156283509,"gmtModify":1676537715370,"author":{"id":"4087388821618810","authorId":"4087388821618810","name":"oleoleole","avatar":"https://community-static.tradeup.com/news/ceb13300e5ed4b71c1e82cc24f6588ff","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087388821618810","idStr":"4087388821618810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983328107","repostId":"1163149585","repostType":4,"repost":{"id":"1163149585","kind":"news","pubTimestamp":1666188491,"share":"https://ttm.financial/m/news/1163149585?lang=en_US&edition=fundamental","pubTime":"2022-10-19 22:08","market":"us","language":"en","title":"Apple Earnings Are Likely To Bomb Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1163149585","media":"Seeking Alpha","summary":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. B","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is going against astounding year-over-year comps from 2021&#39;s free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?</li><li>2021 was &#34;peak everything&#34; for consumers, with spending on consumer goods like Apple&#39;s products being a key bellwether.</li><li>Apple&#39;s U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.</li><li>Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.</li><li>While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.</li></ul><p>Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple&#39;s (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple&#39;s stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.</p><p><img src=\"https://static.tigerbbs.com/c74fbc6467060e07ea0d8b8477c0a63f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>The Pandemic Didn&#39;t Fundamentally Change Apple&#39;s Business</h3><p>Of course, Apple is a profitable business. But the beauty of looking at Apple&#39;s income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.</p><p>Apple&#39;s share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.</p><p>EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.</p><p>And EPS, in turn, is up a lot more than net income (2.4x).</p><p>When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.</p><p>Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple&#39;s buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!</p><p>It&#39;s strange when you think about it, but Apple&#39;s story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth &gt; EPS Growth&gt; Net Income Growth&gt; EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.</p><p>If you&#39;re buying Apple here, you really need a compelling reason why Apple&#39;s business has fundamentally improved since 2019. I don&#39;t see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That&#39;s tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple&#39;s.</p><p>But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple&#39;s earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed&#39;s interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.</p><h3>What To Expect From Apple&#39;s Earnings: Not Sustainable</h3><p>Apple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple&#39;s report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there&#39;s no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple&#39;s prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That&#39;s not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year&#39;s earnings with middling growth prospects. By contrast, the S&amp;P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.</p><p>This wouldn&#39;t be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don&#39;t think there&#39;s much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There&#39;s also the issue of the strong dollar, which eats away at Apple&#39;s US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL&#39;s earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that&#39;s another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.</p><h3>Mega Cap Tech Valuations: Signal And Noise</h3><p>There&#39;s a classic experiment in statistics where if you put a bunch of people&#39;s guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren&#39;t so different. Research shows companies that have the world&#39;s largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.</p><p>Apple is the world&#39;s most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can&#39;t justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don&#39;t be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you&#39;ll be consigned to years of low or negative returns.</p><h3>Bottom Line</h3><p>For a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha&#39;s quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple&#39;s growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!</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>Apple Earnings Are Likely To Bomb Going Forward</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\">\nApple Earnings Are Likely To Bomb Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?...</p>\n\n<a href=\"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163149585","content_text":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?2021 was \"peak everything\" for consumers, with spending on consumer goods like Apple's products being a key bellwether.Apple's U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple's (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple's stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.Data by YChartsThe Pandemic Didn't Fundamentally Change Apple's BusinessOf course, Apple is a profitable business. But the beauty of looking at Apple's income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.Apple's share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.And EPS, in turn, is up a lot more than net income (2.4x).When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple's buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!It's strange when you think about it, but Apple's story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth > EPS Growth> Net Income Growth> EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.If you're buying Apple here, you really need a compelling reason why Apple's business has fundamentally improved since 2019. I don't see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That's tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple's.But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple's earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed's interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.What To Expect From Apple's Earnings: Not SustainableApple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple's report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there's no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple's prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That's not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year's earnings with middling growth prospects. By contrast, the S&P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.This wouldn't be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don't think there's much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There's also the issue of the strong dollar, which eats away at Apple's US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL's earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that's another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.Mega Cap Tech Valuations: Signal And NoiseThere's a classic experiment in statistics where if you put a bunch of people's guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren't so different. Research shows companies that have the world's largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.Apple is the world's most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can't justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don't be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you'll be consigned to years of low or negative returns.Bottom LineFor a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha's quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple's growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}