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01-24 12:21

$MIU.HK 20250127 30.00 CALL$ Hi can anyone please share your views on whether or not should i exercise the option or sell it before expiry.

01-08

$XIAOMI-W(01810)$ Buy the dips. Have faith in xiaomi. Run

2024-12-30

$MIU.HK 20241230 28.00 CALL$ have faith in xiaomi!

2021-07-10

baba go!

Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.

2021-07-10

ice cream coco

2021-07-08

netflix is boring

Why Is Cathie Wood Buying Netflix and Selling Roku?

Go to Tiger App to see more news

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href=\"https://ttm.financial/OPT/MIU.HK 20250127 30.00 CALL\">$MIU.HK 20250127 30.00 CALL$</a>&nbsp; Hi can anyone please share your views on whether or not should i exercise the option or sell it before expiry.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20250127 30.00 CALL\">$MIU.HK 20250127 30.00 CALL$</a>&nbsp; Hi can anyone please share your views on whether or not should i exercise the option or sell it before expiry.&nbsp;","text":"$MIU.HK 20250127 30.00 CALL$ Hi can anyone please share your views on whether or not should i exercise the option or sell it before expiry.","images":[{"img":"https://community-static.tradeup.com/news/db7455f8fb7291acfc8540898d748bcf","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":154,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/395949242134920","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":390191651033496,"gmtCreate":1736307946455,"gmtModify":1736307950147,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> Buy the dips. Have faith in xiaomi. Run&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> Buy the dips. Have faith in xiaomi. Run&nbsp;","text":"$XIAOMI-W(01810)$ Buy the dips. Have faith in xiaomi. Run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390191651033496","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387204901093600,"gmtCreate":1735573950112,"gmtModify":1735574006544,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20241230 28.00 CALL\">$MIU.HK 20241230 28.00 CALL$</a> have faith in xiaomi!","listText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20241230 28.00 CALL\">$MIU.HK 20241230 28.00 CALL$</a> have faith in xiaomi!","text":"$MIU.HK 20241230 28.00 CALL$ have faith in xiaomi!","images":[{"img":"https://community-static.tradeup.com/news/348665347cc1ed83fb76886e1ecd964a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":783,"commentSize":0,"repostSize":41,"link":"https://ttm.financial/post/387204901093600","isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":141798645,"gmtCreate":1625889989887,"gmtModify":1703750544634,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"baba go!","listText":"baba go!","text":"baba go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141798645","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","kind":"news","pubTimestamp":1625876446,"share":"https://ttm.financial/m/news/1177397700?lang=&edition=fundamental","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","JPM":"摩根大通","V":"Visa","TSM":"台积电","BRK.A":"伯克希尔","BABA":"阿里巴巴","GOOGL":"谷歌A","UNH":"联合健康","AAPL":"苹果","WMT":"沃尔玛","NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141607261,"gmtCreate":1625854566353,"gmtModify":1703749963526,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"ice cream coco","listText":"ice cream coco","text":"ice cream coco","images":[{"img":"https://static.tigerbbs.com/c9851b6c2d5f98d77564815f864fabb5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141607261","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":149670954,"gmtCreate":1625725832778,"gmtModify":1703747197085,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"netflix is boring","listText":"netflix is boring","text":"netflix is boring","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/149670954","repostId":"2149313255","repostType":4,"repost":{"id":"2149313255","kind":"highlight","pubTimestamp":1625715068,"share":"https://ttm.financial/m/news/2149313255?lang=&edition=fundamental","pubTime":"2021-07-08 11:31","market":"us","language":"en","title":"Why Is Cathie Wood Buying Netflix and Selling Roku?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149313255","media":"Motley Fool","summary":"The ace stock picker buys shares of one streaming leader while selling shares of another.","content":"<p>ARK Invest's Cathie Wood is curling up on the couch to binge invest in <b>Netflix</b>&nbsp;(NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind <b>Roku</b> (NASDAQ:ROKU).</p>\n<p>For many investors, Netflix and Roku seem to be joined at the hip in the streaming video revolution. Netflix is the top dog among premium services with 207.6 million paying subscribers by the end of March. Roku is the streaming gateway of choice for 53.6 million homes across the country.</p>\n<p>Why did Wood buy shares of Netflix on Tuesday? Why did she also sell shares of Roku on Tuesday? We don't have official responses. ARK Invest's transparency ends at its daily transaction reports. However, let's try to make sense of the two seemingly contradictory moves.<img src=\"https://static.tigerbbs.com/60222a7db1df84428e1d82605a38b7ab\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Channel surfing</h2>\n<p>It's important to remember that Netflix and Roku aren't necessarily passing ships in Wood's eyes. She routinely trims and adds to some of her largest positions. Just a couple of weeks ago we were wondering why she was selling shares of Netflix, as she had lightened her position in the streaming service pioneer four times over the five previous weeks. The stocks that she's selling today Wood may be buying right back tomorrow. ARK Invest made four different purchases of Roku through the first half of May, even if Tuesday's transaction is the third time that she has sold shares of the fast-growing streaming hub since its springtime shopping spree.</p>\n<p>Roku investors don't have to start getting nervous here. ARK Invest still owns more than $1.5 billion worth of Roku stock, making it the second largest holding across all of its funds.</p>\n<p>It's hard to argue with Wood's success after the monster run that the ARK Invest ETFs had in 2020. If you're a Roku investor you can hope that she's simply pruning back her Roku position to raise capital to buy some recent IPOs that she's been eyeing lately.</p>\n<p>Netflix and Roku will be just fine. They have both secured what I like to call invisible moats. Netflix competes with streaming services put out by giant media stocks, but as the runaway revenue leader no <a href=\"https://laohu8.com/S/AONE\">one</a> can invest as much in new content as Netflix can out of its cash flow. Roku also competes against some heavyweights. Three of the country's four most valuable companies by market cap operate rival streaming hubs. Roku's independence -- as well as its agnosticism and first-mover status -- have helped it prevail as the operating system of choice for smart TV manufacturers.</p>\n<p>It's OK to cheer that ARK Invest is buying back into Netflix again after seemingly easing up on the cable and TV industry disruptor last month. This doesn't mean that you have to read too much into some light trimming of Roku. The two companies rocked during the pandemic when consumers had to hunker down in their homes, but they're stronger now even with folks heading out again. They packed years of growth into a handful of quarters, but that finds them with much larger audiences to serve right now. The success of Wood's ETFs continues to be tied to positive outcomes at both Netflix and Roku.</p>","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>Why Is Cathie Wood Buying Netflix and Selling Roku?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Cathie Wood Buying Netflix and Selling Roku?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest's Cathie Wood is curling up on the couch to binge invest in Netflix (NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind Roku (NASDAQ:ROKU).\nFor ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149313255","content_text":"ARK Invest's Cathie Wood is curling up on the couch to binge invest in Netflix (NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind Roku (NASDAQ:ROKU).\nFor many investors, Netflix and Roku seem to be joined at the hip in the streaming video revolution. Netflix is the top dog among premium services with 207.6 million paying subscribers by the end of March. Roku is the streaming gateway of choice for 53.6 million homes across the country.\nWhy did Wood buy shares of Netflix on Tuesday? Why did she also sell shares of Roku on Tuesday? We don't have official responses. ARK Invest's transparency ends at its daily transaction reports. However, let's try to make sense of the two seemingly contradictory moves.\nImage source: Getty Images.\nChannel surfing\nIt's important to remember that Netflix and Roku aren't necessarily passing ships in Wood's eyes. She routinely trims and adds to some of her largest positions. Just a couple of weeks ago we were wondering why she was selling shares of Netflix, as she had lightened her position in the streaming service pioneer four times over the five previous weeks. The stocks that she's selling today Wood may be buying right back tomorrow. ARK Invest made four different purchases of Roku through the first half of May, even if Tuesday's transaction is the third time that she has sold shares of the fast-growing streaming hub since its springtime shopping spree.\nRoku investors don't have to start getting nervous here. ARK Invest still owns more than $1.5 billion worth of Roku stock, making it the second largest holding across all of its funds.\nIt's hard to argue with Wood's success after the monster run that the ARK Invest ETFs had in 2020. If you're a Roku investor you can hope that she's simply pruning back her Roku position to raise capital to buy some recent IPOs that she's been eyeing lately.\nNetflix and Roku will be just fine. They have both secured what I like to call invisible moats. Netflix competes with streaming services put out by giant media stocks, but as the runaway revenue leader no one can invest as much in new content as Netflix can out of its cash flow. Roku also competes against some heavyweights. Three of the country's four most valuable companies by market cap operate rival streaming hubs. Roku's independence -- as well as its agnosticism and first-mover status -- have helped it prevail as the operating system of choice for smart TV manufacturers.\nIt's OK to cheer that ARK Invest is buying back into Netflix again after seemingly easing up on the cable and TV industry disruptor last month. This doesn't mean that you have to read too much into some light trimming of Roku. The two companies rocked during the pandemic when consumers had to hunker down in their homes, but they're stronger now even with folks heading out again. They packed years of growth into a handful of quarters, but that finds them with much larger audiences to serve right now. The success of Wood's ETFs continues to be tied to positive outcomes at both Netflix and Roku.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":395949242134920,"gmtCreate":1737692514380,"gmtModify":1737710265715,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20250127 30.00 CALL\">$MIU.HK 20250127 30.00 CALL$</a>&nbsp; Hi can anyone please share your views on whether or not should i exercise the option or sell it before expiry.&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20250127 30.00 CALL\">$MIU.HK 20250127 30.00 CALL$</a>&nbsp; Hi can anyone please share your views on whether or not should i exercise the option or sell it before expiry.&nbsp;","text":"$MIU.HK 20250127 30.00 CALL$ Hi can anyone please share your views on whether or not should i exercise the option or sell it before expiry.","images":[{"img":"https://community-static.tradeup.com/news/db7455f8fb7291acfc8540898d748bcf","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":154,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/395949242134920","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":387204901093600,"gmtCreate":1735573950112,"gmtModify":1735574006544,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20241230 28.00 CALL\">$MIU.HK 20241230 28.00 CALL$</a> have faith in xiaomi!","listText":"<a href=\"https://ttm.financial/OPT/MIU.HK 20241230 28.00 CALL\">$MIU.HK 20241230 28.00 CALL$</a> have faith in xiaomi!","text":"$MIU.HK 20241230 28.00 CALL$ have faith in xiaomi!","images":[{"img":"https://community-static.tradeup.com/news/348665347cc1ed83fb76886e1ecd964a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":783,"commentSize":0,"repostSize":41,"link":"https://ttm.financial/post/387204901093600","isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":149670954,"gmtCreate":1625725832778,"gmtModify":1703747197085,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"netflix is boring","listText":"netflix is boring","text":"netflix is boring","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/149670954","repostId":"2149313255","repostType":4,"repost":{"id":"2149313255","kind":"highlight","pubTimestamp":1625715068,"share":"https://ttm.financial/m/news/2149313255?lang=&edition=fundamental","pubTime":"2021-07-08 11:31","market":"us","language":"en","title":"Why Is Cathie Wood Buying Netflix and Selling Roku?","url":"https://stock-news.laohu8.com/highlight/detail?id=2149313255","media":"Motley Fool","summary":"The ace stock picker buys shares of one streaming leader while selling shares of another.","content":"<p>ARK Invest's Cathie Wood is curling up on the couch to binge invest in <b>Netflix</b>&nbsp;(NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind <b>Roku</b> (NASDAQ:ROKU).</p>\n<p>For many investors, Netflix and Roku seem to be joined at the hip in the streaming video revolution. Netflix is the top dog among premium services with 207.6 million paying subscribers by the end of March. Roku is the streaming gateway of choice for 53.6 million homes across the country.</p>\n<p>Why did Wood buy shares of Netflix on Tuesday? Why did she also sell shares of Roku on Tuesday? We don't have official responses. ARK Invest's transparency ends at its daily transaction reports. However, let's try to make sense of the two seemingly contradictory moves.<img src=\"https://static.tigerbbs.com/60222a7db1df84428e1d82605a38b7ab\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>Channel surfing</h2>\n<p>It's important to remember that Netflix and Roku aren't necessarily passing ships in Wood's eyes. She routinely trims and adds to some of her largest positions. Just a couple of weeks ago we were wondering why she was selling shares of Netflix, as she had lightened her position in the streaming service pioneer four times over the five previous weeks. The stocks that she's selling today Wood may be buying right back tomorrow. ARK Invest made four different purchases of Roku through the first half of May, even if Tuesday's transaction is the third time that she has sold shares of the fast-growing streaming hub since its springtime shopping spree.</p>\n<p>Roku investors don't have to start getting nervous here. ARK Invest still owns more than $1.5 billion worth of Roku stock, making it the second largest holding across all of its funds.</p>\n<p>It's hard to argue with Wood's success after the monster run that the ARK Invest ETFs had in 2020. If you're a Roku investor you can hope that she's simply pruning back her Roku position to raise capital to buy some recent IPOs that she's been eyeing lately.</p>\n<p>Netflix and Roku will be just fine. They have both secured what I like to call invisible moats. Netflix competes with streaming services put out by giant media stocks, but as the runaway revenue leader no <a href=\"https://laohu8.com/S/AONE\">one</a> can invest as much in new content as Netflix can out of its cash flow. Roku also competes against some heavyweights. Three of the country's four most valuable companies by market cap operate rival streaming hubs. Roku's independence -- as well as its agnosticism and first-mover status -- have helped it prevail as the operating system of choice for smart TV manufacturers.</p>\n<p>It's OK to cheer that ARK Invest is buying back into Netflix again after seemingly easing up on the cable and TV industry disruptor last month. This doesn't mean that you have to read too much into some light trimming of Roku. The two companies rocked during the pandemic when consumers had to hunker down in their homes, but they're stronger now even with folks heading out again. They packed years of growth into a handful of quarters, but that finds them with much larger audiences to serve right now. The success of Wood's ETFs continues to be tied to positive outcomes at both Netflix and Roku.</p>","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>Why Is Cathie Wood Buying Netflix and Selling Roku?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Cathie Wood Buying Netflix and Selling Roku?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest's Cathie Wood is curling up on the couch to binge invest in Netflix (NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind Roku (NASDAQ:ROKU).\nFor ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/07/why-is-cathie-wood-buying-netflix-and-selling-roku/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149313255","content_text":"ARK Invest's Cathie Wood is curling up on the couch to binge invest in Netflix (NASDAQ:NFLX) this week. She's also lightening up on her stake in fellow streaming wunderkind Roku (NASDAQ:ROKU).\nFor many investors, Netflix and Roku seem to be joined at the hip in the streaming video revolution. Netflix is the top dog among premium services with 207.6 million paying subscribers by the end of March. Roku is the streaming gateway of choice for 53.6 million homes across the country.\nWhy did Wood buy shares of Netflix on Tuesday? Why did she also sell shares of Roku on Tuesday? We don't have official responses. ARK Invest's transparency ends at its daily transaction reports. However, let's try to make sense of the two seemingly contradictory moves.\nImage source: Getty Images.\nChannel surfing\nIt's important to remember that Netflix and Roku aren't necessarily passing ships in Wood's eyes. She routinely trims and adds to some of her largest positions. Just a couple of weeks ago we were wondering why she was selling shares of Netflix, as she had lightened her position in the streaming service pioneer four times over the five previous weeks. The stocks that she's selling today Wood may be buying right back tomorrow. ARK Invest made four different purchases of Roku through the first half of May, even if Tuesday's transaction is the third time that she has sold shares of the fast-growing streaming hub since its springtime shopping spree.\nRoku investors don't have to start getting nervous here. ARK Invest still owns more than $1.5 billion worth of Roku stock, making it the second largest holding across all of its funds.\nIt's hard to argue with Wood's success after the monster run that the ARK Invest ETFs had in 2020. If you're a Roku investor you can hope that she's simply pruning back her Roku position to raise capital to buy some recent IPOs that she's been eyeing lately.\nNetflix and Roku will be just fine. They have both secured what I like to call invisible moats. Netflix competes with streaming services put out by giant media stocks, but as the runaway revenue leader no one can invest as much in new content as Netflix can out of its cash flow. Roku also competes against some heavyweights. Three of the country's four most valuable companies by market cap operate rival streaming hubs. Roku's independence -- as well as its agnosticism and first-mover status -- have helped it prevail as the operating system of choice for smart TV manufacturers.\nIt's OK to cheer that ARK Invest is buying back into Netflix again after seemingly easing up on the cable and TV industry disruptor last month. This doesn't mean that you have to read too much into some light trimming of Roku. The two companies rocked during the pandemic when consumers had to hunker down in their homes, but they're stronger now even with folks heading out again. They packed years of growth into a handful of quarters, but that finds them with much larger audiences to serve right now. The success of Wood's ETFs continues to be tied to positive outcomes at both Netflix and Roku.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141798645,"gmtCreate":1625889989887,"gmtModify":1703750544634,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"baba go!","listText":"baba go!","text":"baba go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141798645","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","kind":"news","pubTimestamp":1625876446,"share":"https://ttm.financial/m/news/1177397700?lang=&edition=fundamental","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","JPM":"摩根大通","V":"Visa","TSM":"台积电","BRK.A":"伯克希尔","BABA":"阿里巴巴","GOOGL":"谷歌A","UNH":"联合健康","AAPL":"苹果","WMT":"沃尔玛","NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390191651033496,"gmtCreate":1736307946455,"gmtModify":1736307950147,"author":{"id":"4088689397302570","authorId":"4088689397302570","name":"weeched","avatar":"https://static.tigerbbs.com/e710b4822c820c1de9ceb45264333b08","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088689397302570","authorIdStr":"4088689397302570"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> Buy the dips. Have faith in xiaomi. Run&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a> Buy the dips. Have faith in xiaomi. Run&nbsp;","text":"$XIAOMI-W(01810)$ Buy the dips. Have faith in xiaomi. 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