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2022-04-21

2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?

Nvidia: We Have A Problem

2022-03-05

Hope things stabilise soon

US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data

2022-02-27

Good article

Buffett Full Annual Letter：Apple is One of ‘Four Giants’ Driving the Conglomerate’s Value

2022-02-19

[smile]

Sorry, the original content has been removed

2022-03-25

Good

2 Healthcare Stocks You Can Buy and Hold for the Next Decade

2022-03-25

Good

Sorry, the original content has been removed

2022-03-05

To the moon

TSLA Stock Starts to Rev Up on Berlin Gigafactory Approval

2022-03-05

👍

US IPO Week Ahead: Market Slowdown Continues with No IPOs Scheduled

2022-04-01

Fb[Like]

Sorry, the original content has been removed

2022-03-07

👍

92 Energy (ASX:92E) Intersects Elevated Radioactivity at Uranium Discovery

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop","listText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop","text":"$Popular(BPOP)$pop","images":[{"img":"https://community-static.tradeup.com/news/8692583ff87ffc0f1a69edef1275062d","width":"1080","height":"2351"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087473824","isVote":1,"tweetType":1,"viewCount":3114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9085891013,"gmtCreate":1650675836643,"gmtModify":1676534774593,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BERZ\">$MicroSectors FANG &amp; Innovation -3X Inverse Leveraged ETN(BERZ)$</a>go go go!","listText":"<a href=\"https://ttm.financial/S/BERZ\">$MicroSectors FANG &amp; Innovation -3X Inverse Leveraged ETN(BERZ)$</a>go go go!","text":"$MicroSectors FANG & Innovation -3X Inverse Leveraged ETN(BERZ)$go go go!","images":[{"img":"https://community-static.tradeup.com/news/8ee74bcbcba6b8c80065db1e22e2b0ec","width":"1080","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085891013","isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9082108624,"gmtCreate":1650533253684,"gmtModify":1676534746099,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","listText":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","text":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082108624","repostId":"1149951459","repostType":4,"repost":{"id":"1149951459","kind":"news","pubTimestamp":1650532873,"share":"https://ttm.financial/m/news/1149951459?lang=en_US&edition=fundamental","pubTime":"2022-04-21 17:21","market":"us","language":"en","title":"Nvidia: We Have A Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1149951459","media":"Seeking Alpha","summary":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia&#39;s channel partners have reported declining sales during the month of March.</li><li>This may be a leading indicator of an impending slowdown, for Nvidia.</li><li>The stock is likely to remain subdued in coming weeks.</li></ul><p>NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker&#39;s rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia&#39;s important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker&#39;s growth momentum in Q2 and probably also in Q3. Let&#39;s take a closer look.</p><p><b>The Sales Data</b></p><p>See, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia&#39;s GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia&#39;s ongoing quarter might be progressing.</p><p>We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock&#39;s sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they&#39;re not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn&#39;t sail smoothly for them in recent weeks.</p><p><img src=\"https://static.tigerbbs.com/b2fcfa871e813488a8e0ced12102cc37\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn&#39;t prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.</p><p><img src=\"https://static.tigerbbs.com/a8c031277aa1b621f9e254db7d253cf2\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:</p><ul><li>AMD is due to release its 5nm-based CPU and GPUs,</li><li>Nvidia is due to release its 5nm-based RTX 40-series GPU,</li><li>Intel is due to release its first generation of Arc-based desktop GPUs.</li></ul><p>This brings us to the next question – what does all of this mean for Nvidia&#39;s shareholders?</p><p><b>The Implications for Investors</b></p><p>See, the aforementioned firms aren&#39;t pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.</p><p>It&#39;s also important to understand that if AMD, Nvidia and Intel&#39;s SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they&#39;d be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel&#39;s earnings results in subsequent quarters, if not outrightly in Q1.</p><p>Therefore, I contend that Nvidia&#39;s investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.</p><p>This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn&#39;t provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia&#39;s sales growth in Q2 and beyond.</p><p>What further exacerbates the problem is the fact that Nvidia&#39;s shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.</p><p><img src=\"https://static.tigerbbs.com/b12a7a6245d469986dcf956a48e2ca44\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company&#39;s revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.</p><p><img src=\"https://static.tigerbbs.com/0a26603fe41aaa4146a920f0b2f495b7\" tg-width=\"640\" tg-height=\"599\" referrerpolicy=\"no-referrer\" 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>Nvidia: We Have A Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: We Have A Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149951459","content_text":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in coming weeks.NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.The Sales DataSee, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:AMD is due to release its 5nm-based CPU and GPUs,Nvidia is due to release its 5nm-based RTX 40-series GPU,Intel is due to release its first generation of Arc-based desktop GPUs.This brings us to the next question – what does all of this mean for Nvidia's shareholders?The Implications for InvestorsSee, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.Final ThoughtsThere's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086197541,"gmtCreate":1650420077555,"gmtModify":1676534720264,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"Go nvda!","listText":"Go nvda!","text":"Go nvda!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086197541","repostId":"1112882198","repostType":4,"repost":{"id":"1112882198","kind":"news","pubTimestamp":1650418975,"share":"https://ttm.financial/m/news/1112882198?lang=en_US&edition=fundamental","pubTime":"2022-04-20 09:42","market":"us","language":"en","title":"Nvidia Stock Dropped 11% In a Rough Week, Opening a Window of Opportunity for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1112882198","media":"investorplace","summary":"Hit by an analyst downgrade amid concerns about cryptocurrency demand and the economic impact of Rus","content":"<div>\n<p>Hit by an analyst downgrade amid concerns about cryptocurrency demand and the economic impact of Russia’s invasion of Ukraine, Nvidia (NVDA) stock was down 11% last week.Friday’s close of $212.58 is a...</p>\n\n<a href=\"https://investorplace.com/2022/04/nvda-stock-dropped-11-in-a-rough-week-opening-a-window-of-opportunity-for-investors/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Dropped 11% In a Rough Week, Opening a Window of Opportunity for Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nNvidia Stock Dropped 11% In a Rough Week, Opening a Window of Opportunity for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/nvda-stock-dropped-11-in-a-rough-week-opening-a-window-of-opportunity-for-investors/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hit by an analyst downgrade amid concerns about cryptocurrency demand and the economic impact of Russia’s invasion of Ukraine, Nvidia (NVDA) stock was down 11% last week.Friday’s close of $212.58 is a...</p>\n\n<a href=\"https://investorplace.com/2022/04/nvda-stock-dropped-11-in-a-rough-week-opening-a-window-of-opportunity-for-investors/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/04/nvda-stock-dropped-11-in-a-rough-week-opening-a-window-of-opportunity-for-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112882198","content_text":"Hit by an analyst downgrade amid concerns about cryptocurrency demand and the economic impact of Russia’s invasion of Ukraine, Nvidia (NVDA) stock was down 11% last week.Friday’s close of $212.58 is a new 2022 low for NVDA stock.Investors have an opportunity to buy NVDA shares at a price not seen since last fall.Nvidia (NASDAQ:NVDA) shareholders saw their dreams of 2022 being a repeat of 2021 (at least 2021 up until November) shattered in January. Even after beginning an extended slide last November, NVDA stock still closed out 2021 worth more than double its value from the start of the year. It posted growth of 125%. However, the slide that began last November continued through January.When shares finally bottomed out on Jan. 27, they were worth $219.44, meaning they had shed a quarter of their value since the start of the year. After a tumultuous February, shares began a two-week rally in mid-March. Buoyed by analyst projections for huge metaverse and data center revenue potential (read more about that here), NVDA stock looked like it was heading toward $300 again.The good times didn’t last long. Shares have been in a two-week slide. Last week alone, NVDA stock dropped 11% and closed at a new low for 2022. Here’s what you need to know about the latest NVDA stock weakness and why it offers a buying opportunity investors should take full advantage of.Why Did NVDA Stock Receive a Downgrade?There were a number of catalysts behind last week’s continued slide in NVDA’s stock price. Among these were issues we’ve been talking about for some time, including economic factors like rising interest rates that have investors looking outside of tech stocks. The Russian invasion of Ukraine is a part of it. So is the slowing demand for PCs. Cryptocurrency is also a factor, but I’ll deal with that separately.All of these factors came together last week in a downgrade from Baird. Citing concerns ranging from slowing consumer demand hurting orders from PC companies to Russian sanctions, Baird downgraded NVDA to “neutral.” Baird also steeply slashed its price target for NVDA stock, from $360 to $225.After the hits to NVDA stock all last week, that new price target represents under 6% upside.Worried About Ethereum Prices? Don’t, This Isn’t 2018-19Another issue that has some analysts concerned about Nvidia is cryptocurrency. Specifically, there is worry about Ethereum’s (ETH-USD) “Merge” event. When Ethereum switches from its current PoW (Proof of Work) model — which requires miners to use GPUs to crunch numbers — to PoS (Proof of Stake), demand for graphics cards will drop. The so-called Merge event has been delayed, but Ethereum miners are reportedly already trying to unload their graphics cards.Combined with PC makers cancelling orders for GPUs due to lower computer sales, this scenario might sound familiar.Nvidia watchers remember the fall of 2018 all too well. Amid a tanking crypto market, crypto miners sold off their graphics cards. That left Nvidia holding the bag with a glut of unsold graphics cards. The result was three months of pain for shareholders before NVDA stock began to stabilize.However, 2022 is not going to be a repeat of 2019. For one thing, most of those GPUs that Ethereum miners are trying to sell are specific to the crypto market. Gamers aren’t really interested in them. Declining PC sales may cause a bit of pain for Nvidia, but the growth in that market was a short-term spurt triggered by the pandemic and working from home. The big money GPUs, Nvidia’s RTX 30 series cards continue to be in high demand and continue to be consistently sold out at retailers.In addition, in the time since the 2018 crypto meltdown, Nvidia has expanded its business in other areas including data center. That further waters down any impact that slowing PC sales or a slowdown in the crypto market might have.Bottom Line: Should You Buy NVDA Stock Now?It’s true that there are factors at play that could have a negative impact on Nvidia’s sales. However, I don’t believe the impact will be catastrophic. It is also likely to be short lived. Contrast that with NVDA stock at 2022 lows, and off its 2021 all-time high close by 36%. I can tell you which side of the equation is more interesting.NVDA is a “B” rated stock in Portfolio Grader, and it’s currently priced to reflect the worst fears about what could happen if everything goes sideways. From my perspective, this is the kind of opportunity investors who are focused on long-term growth dream about.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086195787,"gmtCreate":1650420001341,"gmtModify":1676534720233,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086195787","repostId":"1184676929","repostType":4,"repost":{"id":"1184676929","kind":"news","pubTimestamp":1650413180,"share":"https://ttm.financial/m/news/1184676929?lang=en_US&edition=fundamental","pubTime":"2022-04-20 08:06","market":"sg","language":"en","title":"Singapore Stock Market May Extend Tuesday's Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1184676929","media":"RTTNews","summary":"The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almos","content":"<html><head></head><body><p>The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almost 45 points or 1.3 percent. The Straits Times Index now rests just above the 3,305-point plateau and it&#39;s expected to open in the green again on Wednesday.</p><p>The global forecast for the Asian markets is upbeat on continued optimism for earnings. The European markets were down and the U.S. bourses were up and now tech shares are expected to lead the Asian markets higher.</p><p>The STI finished slightly higher on Tuesday following missed performances from the financial shares, property stocks and industrials.</p><p>For the day, the index perked 4.06 points or 0.12 percent to finish at 3,307.13 after trading between 3,307.13 and 3,344.66. Volume was 2 billion shares worth 1.2 billion Singapore dollars. There were 244 decliners and 211 gainers.</p><p>Among the actives, Ascendas REIT was down 0.35 percent, while CapitaLand Investment sank 0.75 percent, City Developments jumped 0.73 percent, Comfort DelGro improved 0.67 percent, Dairy Farm International rose 0.36 percent, Fraser Logistics shed 0.69 percent, Hongkong Land soared 0.84 percent, Keppel Corp spiked 0.76 percent, Mapletree Commercial Trust lost 0.53 percent, Mapletree Industrial Trust slid 0.37 percent, Oversea-Chinese Banking Corporation fell 0.50 percent, SATS eased 0.23 percent, SembCorp Industries surged 3.82 percent, Singapore Airlines rallied 0.74 percent, Singapore Exchange advanced 0.61 percent, Singapore Technologies Engineering and United Overseas Bank both gained 0.50 percent, Thai Beverage climbed 0.71 percent, Yangzijiang Shipbuilding tumbled 1.84 percent and Wilmar International, Mapletree Logistics Trust, Genting Singapore, DBS Group, CapitaLand Integrated Commercial Trust, SingTel and UOL Group were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened higher on Tuesday and picked up steam as the day progressed, ending sharply higher.</p><p>The Dow surged 499.51 points or 1.45 percent to finish at 34,911.20, while the NASDAQ soared 287.30 points or 2.15 percent to end at 13,619.66 and the S&amp;P 500 jumped 70.52 points or 1.61 percent to close at 4,462.21.</p><p>The rally on Wall Street reflected largely upbeat earnings news from companies like Hasbro (HAS) and Johnson &amp; Johnson (JNJ), although insurance giant Travelers (TRV) moved sharply lower despite earnings that beat estimates.</p><p>In U.S. economic news, the Commerce Department said new residential construction saw modest growth in March, while building permits also unexpectedly bounced higher.</p><p>Crude oil prices fell sharply Tuesday on concerns about outlook for energy demand following a downward revision in global growth forecast by the International Monetary Fund. West Texas Intermediate Crude oil futures for May ended down by $5.65 or 5.2 percent at $102.56 a barrel.</p></body></html>","source":"lsy1626938412129","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>Singapore Stock Market May Extend Tuesday's Gains</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\">\nSingapore Stock Market May Extend Tuesday's Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3276564/singapore-stock-market-may-extend-tuesday-s-gains.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almost 45 points or 1.3 percent. The Straits Times Index now rests just above the 3,305-point plateau and...</p>\n\n<a href=\"https://www.rttnews.com/3276564/singapore-stock-market-may-extend-tuesday-s-gains.aspx?type=acom\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3276564/singapore-stock-market-may-extend-tuesday-s-gains.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184676929","content_text":"The Singapore stock market on Tuesday ended the two-day losing streak in which it had stumbled almost 45 points or 1.3 percent. The Straits Times Index now rests just above the 3,305-point plateau and it's expected to open in the green again on Wednesday.The global forecast for the Asian markets is upbeat on continued optimism for earnings. The European markets were down and the U.S. bourses were up and now tech shares are expected to lead the Asian markets higher.The STI finished slightly higher on Tuesday following missed performances from the financial shares, property stocks and industrials.For the day, the index perked 4.06 points or 0.12 percent to finish at 3,307.13 after trading between 3,307.13 and 3,344.66. Volume was 2 billion shares worth 1.2 billion Singapore dollars. There were 244 decliners and 211 gainers.Among the actives, Ascendas REIT was down 0.35 percent, while CapitaLand Investment sank 0.75 percent, City Developments jumped 0.73 percent, Comfort DelGro improved 0.67 percent, Dairy Farm International rose 0.36 percent, Fraser Logistics shed 0.69 percent, Hongkong Land soared 0.84 percent, Keppel Corp spiked 0.76 percent, Mapletree Commercial Trust lost 0.53 percent, Mapletree Industrial Trust slid 0.37 percent, Oversea-Chinese Banking Corporation fell 0.50 percent, SATS eased 0.23 percent, SembCorp Industries surged 3.82 percent, Singapore Airlines rallied 0.74 percent, Singapore Exchange advanced 0.61 percent, Singapore Technologies Engineering and United Overseas Bank both gained 0.50 percent, Thai Beverage climbed 0.71 percent, Yangzijiang Shipbuilding tumbled 1.84 percent and Wilmar International, Mapletree Logistics Trust, Genting Singapore, DBS Group, CapitaLand Integrated Commercial Trust, SingTel and UOL Group were unchanged.The lead from Wall Street is broadly positive as the major averages opened higher on Tuesday and picked up steam as the day progressed, ending sharply higher.The Dow surged 499.51 points or 1.45 percent to finish at 34,911.20, while the NASDAQ soared 287.30 points or 2.15 percent to end at 13,619.66 and the S&P 500 jumped 70.52 points or 1.61 percent to close at 4,462.21.The rally on Wall Street reflected largely upbeat earnings news from companies like Hasbro (HAS) and Johnson & Johnson (JNJ), although insurance giant Travelers (TRV) moved sharply lower despite earnings that beat estimates.In U.S. economic news, the Commerce Department said new residential construction saw modest growth in March, while building permits also unexpectedly bounced higher.Crude oil prices fell sharply Tuesday on concerns about outlook for energy demand following a downward revision in global growth forecast by the International Monetary Fund. West Texas Intermediate Crude oil futures for May ended down by $5.65 or 5.2 percent at $102.56 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083134896,"gmtCreate":1650077956330,"gmtModify":1676534642933,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting]&nbsp;","text":"$AMD(AMD)$[Spurting]","images":[{"img":"https://community-static.tradeup.com/news/759c665182ef16b21f779224dd31393b","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083134896","isVote":1,"tweetType":1,"viewCount":2898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083135305,"gmtCreate":1650077839428,"gmtModify":1676534642901,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>[Spurting]&nbsp;","text":"$AMD(AMD)$[Spurting]","images":[{"img":"https://community-static.tradeup.com/news/759c665182ef16b21f779224dd31393b","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083135305","isVote":1,"tweetType":1,"viewCount":2633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089664752,"gmtCreate":1649988623320,"gmtModify":1676534623376,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UAN\">$CVR Partners LP(UAN)$</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/UAN\">$CVR Partners LP(UAN)$</a>[Miser]&nbsp;","text":"$CVR Partners LP(UAN)$[Miser]","images":[{"img":"https://community-static.tradeup.com/news/c5125474e7ca8c38e58f05186a2e86d8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089664752","isVote":1,"tweetType":1,"viewCount":3663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089668327,"gmtCreate":1649988379686,"gmtModify":1676534623270,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>[Grin]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AGS.SI\">$THE HOUR GLASS LIMITED(AGS.SI)$</a>[Grin]&nbsp;","text":"$THE HOUR GLASS LIMITED(AGS.SI)$[Grin]","images":[{"img":"https://community-static.tradeup.com/news/8814d44df4070774ef123ba2e74e8dc4","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089668327","isVote":1,"tweetType":1,"viewCount":2484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080472481,"gmtCreate":1649911353483,"gmtModify":1676534605589,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BDF.SI\">$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$</a>[smile]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BDF.SI\">$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$</a>[smile]&nbsp;","text":"$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$[smile]","images":[{"img":"https://community-static.tradeup.com/news/24c52cddf5e90b9b142e93d600271d7b","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080472481","isVote":1,"tweetType":1,"viewCount":2382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080308834,"gmtCreate":1649840675241,"gmtModify":1676534587690,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080308834","repostId":"1192634609","repostType":4,"repost":{"id":"1192634609","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":1649839631,"share":"https://ttm.financial/m/news/1192634609?lang=en_US&edition=fundamental","pubTime":"2022-04-13 16:47","market":"us","language":"en","title":"Nvidia Shares Jumped 1.45% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1192634609","media":"Tiger Newspress","summary":"Bank of America analyst Vivek Arya had reiterated a Buy rating on Nvidia stock and a Top Pick design","content":"<html><head></head><body><p>Bank of America analyst Vivek Arya had reiterated a Buy rating on Nvidia stock and a Top Pick designation.<img src=\"https://static.tigerbbs.com/5a5e1a681d68e7160c6fa0eacf419496\" tg-width=\"853\" tg-height=\"676\" width=\"100%\" height=\"auto\"/>Analyst Vivek Arya, who has a buy rating and a $375 price target on Nvidia, notes that the 26% decline year-to-date, including last week&#39;s sharp drop, may stem from concerns over its gaming business. Arya postulated that European customers could curb demand due to the Russian invasion of Ukraine, while Chinese customers could be impacted by Covid-related lockdowns.</p><p>Lastly, crypto customers could be hurt by declines in the price of Ethereum and the change to proof-of-stake, which does not need graphics cards.</p><p>&#34;We flag these headwinds, but argue investors could be underappreciating other supportive trends including: (1) strength in data center, pro-viz and 2H autos ramp,&#34; Arya wrote in a note to clients, adding that Hopper-based gaming products and restocking inventory could also help.</p><p>If Nvidia (NVDA) were to see a downturn in gaming, that would only impact earnings per share by 7% to 9%, Arya pointed out, assuming a 5% decline quarter-over-quarter in this quarter and a 10% decline next quarter, compared to a previous outlook of growth rates of 3% and 9%.</p><p>Secondly, Nvidia may benefit from its newly announced products, including the Hopper line of GPUs, as well as channel refill activity. &#34;Important to note that NVDA’s gaming sales have grown at an average 25% [compound annual growth rate] in every two year period (range 8% CAGR to 45% CAGR), while the scenario above assumes a 6% 2-yr [compound annual growth rate], so well below the historical range,&#34; Arya wrote.</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>Nvidia Shares Jumped 1.45% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Jumped 1.45% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-13 16:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bank of America analyst Vivek Arya had reiterated a Buy rating on Nvidia stock and a Top Pick designation.<img src=\"https://static.tigerbbs.com/5a5e1a681d68e7160c6fa0eacf419496\" tg-width=\"853\" tg-height=\"676\" width=\"100%\" height=\"auto\"/>Analyst Vivek Arya, who has a buy rating and a $375 price target on Nvidia, notes that the 26% decline year-to-date, including last week&#39;s sharp drop, may stem from concerns over its gaming business. Arya postulated that European customers could curb demand due to the Russian invasion of Ukraine, while Chinese customers could be impacted by Covid-related lockdowns.</p><p>Lastly, crypto customers could be hurt by declines in the price of Ethereum and the change to proof-of-stake, which does not need graphics cards.</p><p>&#34;We flag these headwinds, but argue investors could be underappreciating other supportive trends including: (1) strength in data center, pro-viz and 2H autos ramp,&#34; Arya wrote in a note to clients, adding that Hopper-based gaming products and restocking inventory could also help.</p><p>If Nvidia (NVDA) were to see a downturn in gaming, that would only impact earnings per share by 7% to 9%, Arya pointed out, assuming a 5% decline quarter-over-quarter in this quarter and a 10% decline next quarter, compared to a previous outlook of growth rates of 3% and 9%.</p><p>Secondly, Nvidia may benefit from its newly announced products, including the Hopper line of GPUs, as well as channel refill activity. &#34;Important to note that NVDA’s gaming sales have grown at an average 25% [compound annual growth rate] in every two year period (range 8% CAGR to 45% CAGR), while the scenario above assumes a 6% 2-yr [compound annual growth rate], so well below the historical range,&#34; Arya wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192634609","content_text":"Bank of America analyst Vivek Arya had reiterated a Buy rating on Nvidia stock and a Top Pick designation.Analyst Vivek Arya, who has a buy rating and a $375 price target on Nvidia, notes that the 26% decline year-to-date, including last week's sharp drop, may stem from concerns over its gaming business. Arya postulated that European customers could curb demand due to the Russian invasion of Ukraine, while Chinese customers could be impacted by Covid-related lockdowns.Lastly, crypto customers could be hurt by declines in the price of Ethereum and the change to proof-of-stake, which does not need graphics cards.\"We flag these headwinds, but argue investors could be underappreciating other supportive trends including: (1) strength in data center, pro-viz and 2H autos ramp,\" Arya wrote in a note to clients, adding that Hopper-based gaming products and restocking inventory could also help.If Nvidia (NVDA) were to see a downturn in gaming, that would only impact earnings per share by 7% to 9%, Arya pointed out, assuming a 5% decline quarter-over-quarter in this quarter and a 10% decline next quarter, compared to a previous outlook of growth rates of 3% and 9%.Secondly, Nvidia may benefit from its newly announced products, including the Hopper line of GPUs, as well as channel refill activity. \"Important to note that NVDA’s gaming sales have grown at an average 25% [compound annual growth rate] in every two year period (range 8% CAGR to 45% CAGR), while the scenario above assumes a 6% 2-yr [compound annual growth rate], so well below the historical range,\" Arya wrote.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080093518,"gmtCreate":1649815988070,"gmtModify":1676534582664,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop!","listText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop!","text":"$Popular(BPOP)$pop!","images":[{"img":"https://community-static.tradeup.com/news/184d148eb7d730acc801acc92164510a","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080093518","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080001956,"gmtCreate":1649815299948,"gmtModify":1676534582458,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BDF.SI\">$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$</a>...","listText":"<a href=\"https://ttm.financial/S/BDF.SI\">$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$</a>...","text":"$EXCELPOINT TECHNOLOGY LTD(BDF.SI)$...","images":[{"img":"https://community-static.tradeup.com/news/e0457aba361d401659d315b9bdaa154c","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080001956","isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9017314206,"gmtCreate":1649744665536,"gmtModify":1676534563043,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017314206","repostId":"1114543920","repostType":4,"repost":{"id":"1114543920","kind":"news","pubTimestamp":1649742281,"share":"https://ttm.financial/m/news/1114543920?lang=en_US&edition=fundamental","pubTime":"2022-04-12 13:44","market":"us","language":"en","title":"Netflix Stock: 3 Reasons for Bullishness","url":"https://stock-news.laohu8.com/highlight/detail?id=1114543920","media":"TipRanks","summary":"I am bullish on Netflix (NFLX) due to its strong competitive positioning, growth momentum, and oppor","content":"<div>\n<p>I am bullish on Netflix (NFLX) due to its strong competitive positioning, growth momentum, and opportunistic valuation after the latest pullback in the share price.Netflix is a video streaming service...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-stock-3-reasons-for-bullishness/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Netflix Stock: 3 Reasons for Bullishness</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\">\nNetflix Stock: 3 Reasons for Bullishness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/netflix-stock-3-reasons-for-bullishness/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I am bullish on Netflix (NFLX) due to its strong competitive positioning, growth momentum, and opportunistic valuation after the latest pullback in the share price.Netflix is a video streaming service...</p>\n\n<a href=\"https://www.tipranks.com/news/article/netflix-stock-3-reasons-for-bullishness/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.tipranks.com/news/article/netflix-stock-3-reasons-for-bullishness/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114543920","content_text":"I am bullish on Netflix (NFLX) due to its strong competitive positioning, growth momentum, and opportunistic valuation after the latest pullback in the share price.Netflix is a video streaming service that has a broad global presence. The company streams content that it produces in-house as well as content produced by third parties. This article will discuss three reasons to be bullish on NFLX stock while also outlining a few of the risks involved in holding the stock.Strong Competitive AdvantagesNFLX enjoys several competitive advantages that have fueled its strong growth in the past and should enable it to continue growing in the years to come despite rapidly increasing competition in the streaming space.NFLX is the largest online streaming business in the United States, and also enjoys the first mover advantage that has enabled it to build up a large and loyal subscriber network. It has leveraged its strong content library and scale in the United States to grow internationally, and now has a global subscriber base of about 223 million.This scale and years of experience also gives NFLX a data advantage that it is applying machine learning models to in order to further improve its content creation, marketing, and customer retention capabilities, thereby maximizing growth and profitability.Last, but not least, its scale and data advantages enable it to invest heavily in new content creation without eating too much into profit margins. This is a capability that its competitors will be challenged to match..Robust Growth MomentumAnother reason to be bullish on NFLX stock is its strong growth momentum that appears poised to continue for the foreseeable future. While near-term growth appears to be disappointingly slow (the company only anticipates adding 2.5 million subscribers in Q1 2022 compared to 4 million in the year-ago quarter), it added 8.3 million net new subscribers during Q4 2021, and grew its global subscriber count by 9% in 2021.Financial growth remains robust as well. Revenue grew by a healthy 18.8% in 2021 while EBITDA grew by 33% and normalized earnings per share soared by 84.9%. Over the next five years analysts expected normalized earnings per share growth to remain quite strong at a 22.2% CAGR.Given NFLX’s competitive advantages and willingness to aggressively invest in data analytics techniques and content creation, this growth rate should be quite achievable as it moves beyond its mostly saturated North American market into international markets like India.Opportunistic ValuationA third reason to be bullish on NFLX stock is that it currently trades at an opportunistic valuation. Its EV/EBITDA ratio is cheap relative to its history at 23.12 compared to its five-year average of 46.85 times.Furthermore, its P/E ratio is 31.91 compared to its five-year average of 77.34 times.According to Wall Street analysts, NFLX earns a Moderate Buy analyst consensus based on 18 Buy ratings, 15 Hold Ratings and two Sell ratings in the past three months. Additionally, the average analyst Netflix price target of $514.14 puts the upside potential at 48%.Summary and ConclusionsNFLX is a leading global video streaming company with an impressive growth and shareholder total return track record. Moving forward, the outlook remains positive as its competitive positioning remains strong, its growth momentum is robust and expected to remain so, and the valuation looks opportunistic after its recent pullback in share price.That said, investors should keep in mind a few risks before buying the stock here. First, the NFLX is having to rely increasingly on penetrating and winning in new international markets given that its core North American market is largely saturated. This could be challenging given that NFLX must cross cultural and language boundaries to win business.Second, competition in the streaming space is heating up considerably with rivals like Disney and Amazon firmly in the mix. As a result, NFLX’s competitive advantages could be increasingly at risk and the company will need to continue investing aggressively in new content creation and improving the customer experience while keeping subscription fees at reasonable levels. This in turn could pressure profit margins.Third, while its customer database gives it an advantage, there is still the risk that NFLX will fail to innovate successfully with new content, thereby losing customer interest and losing market share to competitors that might be more successful at creating attractive new content.Fourth, while the stock looks attractively priced relative to its history and analyst price targets, the valuation multiples are still fairly lofty. With interest rates rising and risks to the growth thesis, if NFLX disappoints on growth projections in the future, shareholders could see disappointing total returns moving forward.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017973997,"gmtCreate":1649740154586,"gmtModify":1676534561932,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017973997","repostId":"1179377912","repostType":4,"repost":{"id":"1179377912","kind":"news","pubTimestamp":1649728263,"share":"https://ttm.financial/m/news/1179377912?lang=en_US&edition=fundamental","pubTime":"2022-04-12 09:51","market":"us","language":"en","title":"TSLA Stock Is a Buy as the Tesla Roadster Revs Up for 2023 Debut","url":"https://stock-news.laohu8.com/highlight/detail?id=1179377912","media":"InvestorPlace","summary":"The Cyber Rodeo may be over, butTesla already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle isn’t in production yet, consumers can nowreservetheir own Roadsteron the company’s website. News of this step forward hasn’t pushed TSLA stock up yet, but this is only the start.After a week of riding high on momentum generated by the Cyber Rodeo, Tesla seems to be cooling off. While theelectric vehicle innovator","content":"<div>\n<p>The Cyber Rodeo may be over, but Tesla(NASDAQ:TSLA) already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-the-tesla-roadster-revs-up-for-2023-debut/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Is a Buy as the Tesla Roadster Revs Up for 2023 Debut</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\">\nTSLA Stock Is a Buy as the Tesla Roadster Revs Up for 2023 Debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-the-tesla-roadster-revs-up-for-2023-debut/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Cyber Rodeo may be over, but Tesla(NASDAQ:TSLA) already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-the-tesla-roadster-revs-up-for-2023-debut/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/04/tsla-stock-is-a-buy-as-the-tesla-roadster-revs-up-for-2023-debut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179377912","content_text":"The Cyber Rodeo may be over, but Tesla(NASDAQ:TSLA) already has more news to excite fans. This week, the company kicked things off by allowing buyers to reserve the Tesla Roadster. While the vehicle isn’t in production yet, consumers can now reserve their own Roadster on the company’s website. News of this step forward hasn’t pushed TSLA stock up yet, but this is only the start.After a week of riding high on momentum generated by the Cyber Rodeo, Tesla seems to be cooling off. While the electric vehicle(EV) innovator rallied this morning, TSLA stock is still down nearly 5% for the day as of this writing. These declines are likely due to news of further Covid-19 restrictions in China; March brought the first decline in sales for the massive Chinese EV market in months.This type of momentum isn’t great, but it’s nothing Tesla can’t overcome. The company has plenty of good news on the horizon that investors should be focused on.What’s Happening with TSLA Stock?It’s no secret that Tesla fans have wanted to see the Roadster hit the streets for years. The EV initially debuted in 2017 but saw ensuing delays. Last week at the Cyber Rodeo, however, CEO Elon Musk said that 2023 would bring a “massive wave of new products.” Then, just days later, Tesla opened up Roadster reservations on its site.It’s hard not to admire this car’s sleek, innovative design. But what may be just as enticing to buyers is that the model is apparently “the quickest car in the world, with record-setting acceleration, range and performance.” Tesla already ushered in a new wave of transportation by bringing EVs to the mainstream. Now, it’s gearing up to deliver the sports car of the future.Of course, there are plenty of details about the Roadster still emerging. While the base reservation fee is $50,000, customers still don’t know the exact price of the EV. The model showed off by Musk in 2017costed $200,000. Factoring in current inflationary trends, it’s safe to assume prices will be higher in 2023.That said, what investors do know is that, as 2023 draws near, enthusiasm for the Roadster will skyrocket. New product hype has been a great driver for TSLA stock before. Last week, for example, the stock popped after Musk mentioned the Cybertruck at the Austin, Texas Cyber Rodeo event.What It MeansDetails are still coming to light, but that may work in the favor of investors. While Tesla enthusiasts watch and wait for updates on the Roadster, TSLA stock will likely rise on the momentum. Confirmation that the vehicle has entered production will send it up even further. All told, the opening of Roadster reservations means investors have several catalysts to look forward to.Focus today is on the Roadster, but it’s also slated to arrive around the same time as the Tesla Cybertruck. Both vehicles will send TSLA stock up in the months ahead and into 2023. True, we’ve seen delays from Tesla before. But as Musktoutedat the Cyber Rodeo, the company has more space than ever to scale production.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017970899,"gmtCreate":1649740048534,"gmtModify":1676534561924,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"Not good sign","listText":"Not good sign","text":"Not good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017970899","repostId":"1158511061","repostType":4,"repost":{"id":"1158511061","kind":"news","pubTimestamp":1649730004,"share":"https://ttm.financial/m/news/1158511061?lang=en_US&edition=fundamental","pubTime":"2022-04-12 10:20","market":"us","language":"en","title":"Palantir's Insider Selling Pickle","url":"https://stock-news.laohu8.com/highlight/detail?id=1158511061","media":"Seeking Alpha","summary":"SummaryPalantir's key executives have sold approximately $2.3 billion worth of Class A shares since ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s key executives have sold approximately $2.3 billion worth of Class A shares since the company&#39;s direct listing in September 2020.</li><li>But things are improving and insider selling has drastically waned off in recent months.</li><li>Readers and investors may want to accumulate Palantir&#39;s shares on potential price corrections.</li></ul><p>Palantir (NYSE:PLTR) seems to be once again surrounded by bearish speculation. Its key executives have sold almost $2.3 billion worth of Class A shares since its direct listing in September 2020 and investors are now questioning the loyalties of these company insiders. While many are fearing that Palantir&#39;s executives are bailing before the ship sinks, others feel that they&#39;re profiting at the expense of shareholders. In this article, I&#39;ll attempt to cover Palantir&#39;s insider sales in detail, discuss why they were elevated in 2021 and why investors shouldn&#39;t be concerned about them in 2022. Let&#39;s take a closer look.</p><p><b>Aggressive Insider Sales</b></p><p>Let me start by saying that the SEC mandates company insiders, which includes officers, 10%-plus stockholders and top-level employees, to disclose their trading activity pertaining to their company, through form 4 filings. These personnel tend to have real-time information about their company&#39;s financial and/or operating performance, so the Street monitors their trades to get insights about the concerned company&#39;s upcoming results.</p><p>The general perception is that if a company&#39;s prospects are deteriorating, then its insiders would look to exit their positions ahead of a market-wide selloff. Conversely, if a company&#39;s prospects are improving, then these insiders would be privy to such information beforehand and they&#39;d look to increase their holdings in the company instead. The problem here is that this is just an indicator of what the insiders are doing, and isn&#39;t a full-fledged trading strategy on its own.</p><p>As far as Palantir is concerned, its insiders have sold 127.1 million shares since September 2020. To put things in perspective, the dollar-value of these share sales amounts to roughly about $2.3 billion, or almost 9% of the company&#39;s entire market capitalization at the time of this writing. Interestingly, the company&#39;s CEO, Alexander Karp, was responsible for the bulk of these share sales (~42%).</p><p><img src=\"https://static.tigerbbs.com/46484d063d5a9cab9dd9dd2ed3341401\" tg-width=\"640\" tg-height=\"444\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Given the sheer size of this insider selloff, readers and investors are understandably concerned about investing in Palantir. There&#39;s the obvious concern that, perhaps, Palantir&#39;s key executives aren&#39;t confident in their company&#39;s future prospects which is why they&#39;re actively selling their shares. Then, there&#39;s the secondary concern that continued dumping of shares into the open market will increase the supply of shares and weigh on the stock price.</p><p>Here are a few recent comments from readers expressing their concern regarding Palantir&#39;s ramping insider sales.</p><p><img src=\"https://static.tigerbbs.com/2a1d8df858cbd9e2a0bdfa84e5a32a2a\" tg-width=\"640\" tg-height=\"135\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/54cc7b4e0fec660ebcd97f6ad7425aaa\" tg-width=\"640\" tg-height=\"151\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>But as we&#39;ll see in the next section of this article, the worst is behind us and investors need not be concerned about Palantir&#39;s insider sales anymore.</p><p><b>No Need to Panic</b></p><p>As I previously stated, the general fear associated with these sales is that Palantir&#39;s insiders are, perhaps, bailing before the ship sinks. But fact of the matter is that its key personnel are still holding on to a significant number of their shares and still have ample skin in the game. The table below highlights that Palantir&#39;s insiders collectively still own about 13.78 million Class A shares in the company. This is in addition to their Class B share holdings and the options that are due for expiration in subsequent years. So, in my opinion, this is one of the many reasons why investors shouldn&#39;t panic.</p><p><img src=\"https://static.tigerbbs.com/d6f8a7e753deade172b673c08b54a7a7\" tg-width=\"318\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Secondly, the pace of this insider selloff has massively slowed down in recent months. Per our database at Business Quant, Palantir&#39;s insider share sales in Q1 CY22 are down 95% sequentially and down 98% year over year. In fact, Palantir CEO hasn&#39;t sold a single share in the open market in the last 5 months. These data points lead us to conclude that Palantir&#39;s insider sales have waned off considerably of late and aren&#39;t a cause of concern anymore.</p><p><img src=\"https://static.tigerbbs.com/b1ff72a88751809afbcf9c303735631f\" tg-width=\"640\" tg-height=\"425\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Another thing worth noting here is that Palantir&#39;s shares have risen 40% from their February-lows. If its key executives did not believe in their company&#39;s growth story, they would&#39;ve opportunistically reduced their holdings on the rally. But as we see in the chart above, insider selling did not pick up in March 2022. This should reassure Palantir&#39;s long-side shareholders that the company&#39;s top brass isn&#39;t looking to jump ship.</p><p>Before we move on to the third point, let&#39;s understand why this insider selloff occurred in the first place and why it virtually disappeared post November 2021. See, these company executives had over 66 million stock options expiring in the second half of 2021. They had two options here:</p><ul><li>Let their options expire worthless, and forego financial gains, which wouldn&#39;t have made financial sense, or;</li><li>Convert these options into Class B shares by paying under-$2 per share and selling them in the open market at the market price (above $18 per share at the time).</li></ul><p><img src=\"https://static.tigerbbs.com/cbe66bc428bc4e0dac9f7e97ee01cbde\" tg-width=\"640\" tg-height=\"279\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Palantir&#39;s DEF14A filing</p><p>These insiders took the second option. The option conversion and the subsequent sale of shares into the open market created a tax liability for them and they sold off more of their holdings in order to foot the tax bill. The table above highlights that there aren&#39;t any option expiration dates in the near future which is why I believe that Palantir&#39;s insider sales are likely to remain muted in 2022 and 2023 at least.</p><p>Besides, I want to mention that insider selling isn&#39;t always bad. Palantir&#39;s key personnel have been with the company for several years, some for almost a decade. So, the company&#39;s direct listing was a liquidity event for these insiders to unlock their paper wealth, diversify it and, perhaps, also to fulfill personal financial obligations -- there&#39;s nothing nefarious about it. So, unless Palantir&#39;s insiders accelerated their pace of share sales, investors should rest easy.</p><p><b>Final Thoughts</b></p><p>So, overall, I contend that Palantir&#39;s insider sales was a problem of the past and investors need not be concerned about it anymore.</p><p>Palantir&#39;s shares, on the other hand, have corrected by 45% in the last 6 months on virtually no company-specific negative news and largely due to the market-wide selloff in growth stocks. This has made Palantir&#39;s shares attractively valued at current levels, especially when we compare its Price-to-Sales multiple with some of the other rapidly growing software infrastructure stocks.</p><p><img src=\"https://static.tigerbbs.com/cf7e4893743f286d7cb834adf3490f38\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\" 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>Palantir's Insider Selling Pickle</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\">\nPalantir's Insider Selling Pickle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500739-palantir-pltr-stock-insider-selling><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's key executives have sold approximately $2.3 billion worth of Class A shares since the company's direct listing in September 2020.But things are improving and insider selling has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500739-palantir-pltr-stock-insider-selling\">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."},"source_url":"https://seekingalpha.com/article/4500739-palantir-pltr-stock-insider-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158511061","content_text":"SummaryPalantir's key executives have sold approximately $2.3 billion worth of Class A shares since the company's direct listing in September 2020.But things are improving and insider selling has drastically waned off in recent months.Readers and investors may want to accumulate Palantir's shares on potential price corrections.Palantir (NYSE:PLTR) seems to be once again surrounded by bearish speculation. Its key executives have sold almost $2.3 billion worth of Class A shares since its direct listing in September 2020 and investors are now questioning the loyalties of these company insiders. While many are fearing that Palantir's executives are bailing before the ship sinks, others feel that they're profiting at the expense of shareholders. In this article, I'll attempt to cover Palantir's insider sales in detail, discuss why they were elevated in 2021 and why investors shouldn't be concerned about them in 2022. Let's take a closer look.Aggressive Insider SalesLet me start by saying that the SEC mandates company insiders, which includes officers, 10%-plus stockholders and top-level employees, to disclose their trading activity pertaining to their company, through form 4 filings. These personnel tend to have real-time information about their company's financial and/or operating performance, so the Street monitors their trades to get insights about the concerned company's upcoming results.The general perception is that if a company's prospects are deteriorating, then its insiders would look to exit their positions ahead of a market-wide selloff. Conversely, if a company's prospects are improving, then these insiders would be privy to such information beforehand and they'd look to increase their holdings in the company instead. The problem here is that this is just an indicator of what the insiders are doing, and isn't a full-fledged trading strategy on its own.As far as Palantir is concerned, its insiders have sold 127.1 million shares since September 2020. To put things in perspective, the dollar-value of these share sales amounts to roughly about $2.3 billion, or almost 9% of the company's entire market capitalization at the time of this writing. Interestingly, the company's CEO, Alexander Karp, was responsible for the bulk of these share sales (~42%).BusinessQuant.comGiven the sheer size of this insider selloff, readers and investors are understandably concerned about investing in Palantir. There's the obvious concern that, perhaps, Palantir's key executives aren't confident in their company's future prospects which is why they're actively selling their shares. Then, there's the secondary concern that continued dumping of shares into the open market will increase the supply of shares and weigh on the stock price.Here are a few recent comments from readers expressing their concern regarding Palantir's ramping insider sales.Seeking AlphaSeeking AlphaBut as we'll see in the next section of this article, the worst is behind us and investors need not be concerned about Palantir's insider sales anymore.No Need to PanicAs I previously stated, the general fear associated with these sales is that Palantir's insiders are, perhaps, bailing before the ship sinks. But fact of the matter is that its key personnel are still holding on to a significant number of their shares and still have ample skin in the game. The table below highlights that Palantir's insiders collectively still own about 13.78 million Class A shares in the company. This is in addition to their Class B share holdings and the options that are due for expiration in subsequent years. So, in my opinion, this is one of the many reasons why investors shouldn't panic.BusinessQuant.comSecondly, the pace of this insider selloff has massively slowed down in recent months. Per our database at Business Quant, Palantir's insider share sales in Q1 CY22 are down 95% sequentially and down 98% year over year. In fact, Palantir CEO hasn't sold a single share in the open market in the last 5 months. These data points lead us to conclude that Palantir's insider sales have waned off considerably of late and aren't a cause of concern anymore.BusinessQuant.comAnother thing worth noting here is that Palantir's shares have risen 40% from their February-lows. If its key executives did not believe in their company's growth story, they would've opportunistically reduced their holdings on the rally. But as we see in the chart above, insider selling did not pick up in March 2022. This should reassure Palantir's long-side shareholders that the company's top brass isn't looking to jump ship.Before we move on to the third point, let's understand why this insider selloff occurred in the first place and why it virtually disappeared post November 2021. See, these company executives had over 66 million stock options expiring in the second half of 2021. They had two options here:Let their options expire worthless, and forego financial gains, which wouldn't have made financial sense, or;Convert these options into Class B shares by paying under-$2 per share and selling them in the open market at the market price (above $18 per share at the time).Palantir's DEF14A filingThese insiders took the second option. The option conversion and the subsequent sale of shares into the open market created a tax liability for them and they sold off more of their holdings in order to foot the tax bill. The table above highlights that there aren't any option expiration dates in the near future which is why I believe that Palantir's insider sales are likely to remain muted in 2022 and 2023 at least.Besides, I want to mention that insider selling isn't always bad. Palantir's key personnel have been with the company for several years, some for almost a decade. So, the company's direct listing was a liquidity event for these insiders to unlock their paper wealth, diversify it and, perhaps, also to fulfill personal financial obligations -- there's nothing nefarious about it. So, unless Palantir's insiders accelerated their pace of share sales, investors should rest easy.Final ThoughtsSo, overall, I contend that Palantir's insider sales was a problem of the past and investors need not be concerned about it anymore.Palantir's shares, on the other hand, have corrected by 45% in the last 6 months on virtually no company-specific negative news and largely due to the market-wide selloff in growth stocks. This has made Palantir's shares attractively valued at current levels, especially when we compare its Price-to-Sales multiple with some of the other rapidly growing software infrastructure stocks.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017943288,"gmtCreate":1649739377851,"gmtModify":1676534561678,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"Vtec rocks[Grin]&nbsp;","listText":"Vtec rocks[Grin]&nbsp;","text":"Vtec rocks[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017943288","repostId":"2226324666","repostType":4,"repost":{"id":"2226324666","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1649732101,"share":"https://ttm.financial/m/news/2226324666?lang=en_US&edition=fundamental","pubTime":"2022-04-12 10:55","market":"us","language":"en","title":"Honda to Spend $64 Billion on R&D as It Revs up Electric Ambitions","url":"https://stock-news.laohu8.com/highlight/detail?id=2226324666","media":"Reuters","summary":"TOKYO, April 12 (Reuters) - Japan's Honda Motor Co Ltd plans to spend 8 trillion yen ($64 billion) o","content":"<html><head></head><body><p>TOKYO, April 12 (Reuters) - Japan&#39;s Honda Motor Co Ltd plans to spend 8 trillion yen ($64 billion) on research and development over the next 10 years as it aims to roll out more than 30 electric vehicle models globally by 2030.</p><p>The targets, laid out at a company presentation on Tuesday, mark a push by the automaker to ramp up in the fast-growing market for electric vehicles, where Japanese car makers have risked falling behind new entrants such as Tesla Inc, as well as traditional European and U.S. rivals.</p><p>Honda also said it plans to produce some 2 million electric vehicles a year by 2030. The bulk of the investment would be in electrification and software technologies, Honda said.</p><p>It said it would spend some 43 billion yen on a demonstration line for the production of solid-state batteries, with the aim of starting that in Spring 2024</p><p>($1 = 125.4500 yen)</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>Honda to Spend $64 Billion on R&D as It Revs up Electric Ambitions</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\">\nHonda to Spend $64 Billion on R&D as It Revs up Electric Ambitions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-12 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TOKYO, April 12 (Reuters) - Japan&#39;s Honda Motor Co Ltd plans to spend 8 trillion yen ($64 billion) on research and development over the next 10 years as it aims to roll out more than 30 electric vehicle models globally by 2030.</p><p>The targets, laid out at a company presentation on Tuesday, mark a push by the automaker to ramp up in the fast-growing market for electric vehicles, where Japanese car makers have risked falling behind new entrants such as Tesla Inc, as well as traditional European and U.S. rivals.</p><p>Honda also said it plans to produce some 2 million electric vehicles a year by 2030. The bulk of the investment would be in electrification and software technologies, Honda said.</p><p>It said it would spend some 43 billion yen on a demonstration line for the production of solid-state batteries, with the aim of starting that in Spring 2024</p><p>($1 = 125.4500 yen)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HMC":"本田汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226324666","content_text":"TOKYO, April 12 (Reuters) - Japan's Honda Motor Co Ltd plans to spend 8 trillion yen ($64 billion) on research and development over the next 10 years as it aims to roll out more than 30 electric vehicle models globally by 2030.The targets, laid out at a company presentation on Tuesday, mark a push by the automaker to ramp up in the fast-growing market for electric vehicles, where Japanese car makers have risked falling behind new entrants such as Tesla Inc, as well as traditional European and U.S. rivals.Honda also said it plans to produce some 2 million electric vehicles a year by 2030. The bulk of the investment would be in electrification and software technologies, Honda said.It said it would spend some 43 billion yen on a demonstration line for the production of solid-state batteries, with the aim of starting that in Spring 2024($1 = 125.4500 yen)","news_type":1,"symbols_score_info":{"HMC":1}},"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017949953,"gmtCreate":1649739280619,"gmtModify":1676534561654,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop pop pop!","listText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>pop pop pop!","text":"$Popular(BPOP)$pop pop pop!","images":[{"img":"https://community-static.tradeup.com/news/baf11ca606fbebcbd4d6c42775d2423d","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017949953","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014508369,"gmtCreate":1649678556186,"gmtModify":1676534549324,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>.","listText":"<a href=\"https://ttm.financial/S/BPOP\">$Popular(BPOP)$</a>.","text":"$Popular(BPOP)$.","images":[{"img":"https://community-static.tradeup.com/news/67649b3ae2b4396bbb904c95d93d7a9c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014508369","isVote":1,"tweetType":1,"viewCount":1119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014500283,"gmtCreate":1649678054552,"gmtModify":1676534549239,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091415616262270","idStr":"4091415616262270"},"themes":[],"htmlText":"Not good..","listText":"Not good..","text":"Not good..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014500283","repostId":"2226468195","repostType":2,"repost":{"id":"2226468195","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1649677440,"share":"https://ttm.financial/m/news/2226468195?lang=en_US&edition=fundamental","pubTime":"2022-04-11 19:44","market":"hk","language":"en","title":"Apple, Microsoft stocks fall 1.3% to pace the Dow's premarket losers","url":"https://stock-news.laohu8.com/highlight/detail?id=2226468195","media":"Dow Jones","summary":"MW Apple, Microsoft stocks fall 1.3% to pace the Dow's premarket losers\n\n\n \n\n\n$(END)$ Dow Jones News","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Apple, Microsoft stocks fall 1.3% to pace the Dow's premarket losers\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 11, 2022 07:44 ET (11:44 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></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, Microsoft stocks fall 1.3% to pace the Dow's premarket losers</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, Microsoft stocks fall 1.3% to pace the Dow's premarket losers\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\">2022-04-11 19:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Apple, Microsoft stocks fall 1.3% to pace the Dow's premarket losers\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  April 11, 2022 07:44 ET (11:44 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4573":"虚拟现实","MSFT":"微软","BK4097":"系统软件","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4528":"SaaS概念","BK4505":"高瓴资本持仓","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4577":"网络游戏","BK4515":"5G概念","BK4559":"巴菲特持仓","AAPL":"苹果","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226468195","content_text":"MW Apple, Microsoft stocks fall 1.3% to pace the Dow's premarket losers\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  April 11, 2022 07:44 ET (11:44 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"MSFT":1,"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9082108624,"gmtCreate":1650533253684,"gmtModify":1676534746099,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","listText":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","text":"2nd negative article on NVDA from the folks at seeking alpha in 2 days. running low on ideas alr?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082108624","repostId":"1149951459","repostType":4,"repost":{"id":"1149951459","kind":"news","pubTimestamp":1650532873,"share":"https://ttm.financial/m/news/1149951459?lang=en_US&edition=fundamental","pubTime":"2022-04-21 17:21","market":"us","language":"en","title":"Nvidia: We Have A Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1149951459","media":"Seeking Alpha","summary":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia&#39;s channel partners have reported declining sales during the month of March.</li><li>This may be a leading indicator of an impending slowdown, for Nvidia.</li><li>The stock is likely to remain subdued in coming weeks.</li></ul><p>NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker&#39;s rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia&#39;s important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker&#39;s growth momentum in Q2 and probably also in Q3. Let&#39;s take a closer look.</p><p><b>The Sales Data</b></p><p>See, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia&#39;s GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia&#39;s ongoing quarter might be progressing.</p><p>We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock&#39;s sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they&#39;re not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn&#39;t sail smoothly for them in recent weeks.</p><p><img src=\"https://static.tigerbbs.com/b2fcfa871e813488a8e0ced12102cc37\" tg-width=\"640\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn&#39;t prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.</p><p><img src=\"https://static.tigerbbs.com/a8c031277aa1b621f9e254db7d253cf2\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:</p><ul><li>AMD is due to release its 5nm-based CPU and GPUs,</li><li>Nvidia is due to release its 5nm-based RTX 40-series GPU,</li><li>Intel is due to release its first generation of Arc-based desktop GPUs.</li></ul><p>This brings us to the next question – what does all of this mean for Nvidia&#39;s shareholders?</p><p><b>The Implications for Investors</b></p><p>See, the aforementioned firms aren&#39;t pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.</p><p>It&#39;s also important to understand that if AMD, Nvidia and Intel&#39;s SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they&#39;d be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel&#39;s earnings results in subsequent quarters, if not outrightly in Q1.</p><p>Therefore, I contend that Nvidia&#39;s investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.</p><p>This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn&#39;t provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia&#39;s sales growth in Q2 and beyond.</p><p>What further exacerbates the problem is the fact that Nvidia&#39;s shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.</p><p><img src=\"https://static.tigerbbs.com/b12a7a6245d469986dcf956a48e2ca44\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company&#39;s revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.</p><p><img src=\"https://static.tigerbbs.com/0a26603fe41aaa4146a920f0b2f495b7\" tg-width=\"640\" tg-height=\"599\" referrerpolicy=\"no-referrer\" 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>Nvidia: We Have A Problem</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: We Have A Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 17:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4502278-nvidia-stock-near-term-challenges","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149951459","content_text":"SummaryNvidia's channel partners have reported declining sales during the month of March.This may be a leading indicator of an impending slowdown, for Nvidia.The stock is likely to remain subdued in coming weeks.NVIDIA (NASDAQ:NVDA) has had a golden run in the last 2 years. Its revenue is up 146% and its shares have surged 260%. But the chipmaker's rapid growth trajectory might be about to take a breather. Latest data reveals that some of Nvidia's important channel partners struggled to maintain their sales in the month of March. This indicates towards moderation in the chipmaker's growth momentum in Q2 and probably also in Q3. Let's take a closer look.The Sales DataSee, Nvidia is not a vertically integrated company. Sure, it has a wide product portfolio, but it relies on key partners (like Taiwan Semiconductor (TSM)) to fabricate and package its chips. Some of its other partners (like Gigabyte, MSI, ASRock) manufacture Nvidia's GPUs and/or other related peripherals (like motherboards) and sell them through their respective global distribution networks. So, we can monitor the monthly sales data for these channel partners to get a sense of how Nvidia's ongoing quarter might be progressing.We, at Business Quant, have developed a tool which tracks the monthly sales data for over 1200 Taiwanese companies. It reveals that Gigabyte, Micro-Star International and ASRock's sales declined significantly in the month of March. These firms design, package and distribute Nvidia-branded GPUs and/or accompanying motherboards, amongst a host of other computing peripherals, so they're not necessarily pure-plays. However, the fact that their sales declined after growing continuously for several months straight, does indicate that things didn't sail smoothly for them in recent weeks.One might argue that maybe all the firms associated with the manufacturing and marketing of semiconductor chips, directly or indirectly, would be adversely impacted due to the ongoing chip shortages. But fact of the matter is that this sales decline isn't prevalent in many industries. For instance, revenue for Foundry and IC Design companies, on average, grew by a massive 33% and 23% respectively, year on year during March 2022.This suggests that the sales decline in March was limited to only a few computing devices and peripherals manufacturing firms, perhaps, because the consumer demand has temporarily waned off. This might very well be the case as Intel (INTC), AMD (AMD) and Nvidia are due to release a slew of major product generations later this year, and consumers might just be deferring their purchases until the new SKUs are out. Just to cite some of these upcoming releases for this year:AMD is due to release its 5nm-based CPU and GPUs,Nvidia is due to release its 5nm-based RTX 40-series GPU,Intel is due to release its first generation of Arc-based desktop GPUs.This brings us to the next question – what does all of this mean for Nvidia's shareholders?The Implications for InvestorsSee, the aforementioned firms aren't pure-plays. Also, these firms manufacture products for competing platforms from AMD and Intel as well. So, their monthly sales numbers provide us with leading insights about the state of consumer computing industry in general, rather than it being specifically limited to Nvidia.It's also important to understand that if AMD, Nvidia and Intel's SKUs were still selling like hotcakes, then these partner firms would be flush with orders and they'd be reporting continued sales growth. But there has clearly been a sales slump of late. So, I believe the demand for consumer computing devices has waned off in recent weeks. This will eventually reflect in AMD, Nvidia and Intel's earnings results in subsequent quarters, if not outrightly in Q1.Therefore, I contend that Nvidia's investors should brace for subdued growth rates from their company in Q2 at the very least. Only time will tell if this is a transitory weakness or a longer-lasting trend, so investors may want to closely monitor the monthly sales figures for April, May and June as well. This would provide a head start to investors, before Nvidia reports its Q2 results sometime in July.This very industry dynamic seems to have also prompted two research firms, Truist and Baird, to downgrade Nvidia in the last two weeks. They didn't provide any specifics and they also did not reveal their sources, but just said that they “found hard evidence of order cuts” which could weigh down on Nvidia's sales growth in Q2 and beyond.What further exacerbates the problem is the fact that Nvidia's shares trade at a significant premium compared to many of the other rapidly growing semiconductor stocks. This suggests that the stock packs in more downside potential, than upside potential, at its current levels. This should encourage investors to rethink their thesis in the name and ask themselves – why invest in Nvidia when there are other rapidly growing companies out there, that trade at lower valuation multiples.Final ThoughtsThere's no denying that Nvidia is a technology leader in its space. Its management has, time and again, found pockets of growth within the consumer and enterprise computing space, which has continually catapulted the company's revenue over the past decade. This fundamental philosophy of industry-leading innovation still remains at the heart of Nvidia and is likely to drive its sales to new highs in the years to come.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031116119,"gmtCreate":1646463794996,"gmtModify":1676534132693,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"Hope things stabilise soon","listText":"Hope things stabilise soon","text":"Hope things stabilise soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031116119","repostId":"2217746440","repostType":4,"repost":{"id":"2217746440","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646435363,"share":"https://ttm.financial/m/news/2217746440?lang=en_US&edition=fundamental","pubTime":"2022-03-05 07:09","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2217746440","media":"Reuters","summary":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes decl","content":"<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&amp;P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West&#39;s sanctions against Moscow may affect the international financial system.</p><p>The S&amp;P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe&#39;s biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department&#39;s closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>&#34;Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it&#39;s just not,&#34; said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>&#34;The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors&#39; time and energy,&#34; Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&amp;P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&amp;P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&amp;P 500    lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&amp;P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank&#39;s March 15-16 policy meeting and would be &#34;prepared to move more aggressively&#34; later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company &#34;illegally&#34; collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</p><p></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>US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data</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\">\nUS STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-05 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&amp;P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West&#39;s sanctions against Moscow may affect the international financial system.</p><p>The S&amp;P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe&#39;s biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department&#39;s closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>&#34;Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it&#39;s just not,&#34; said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>&#34;The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors&#39; time and energy,&#34; Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&amp;P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&amp;P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&amp;P 500    lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&amp;P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank&#39;s March 15-16 policy meeting and would be &#34;prepared to move more aggressively&#34; later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company &#34;illegally&#34; collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","OEF":"标普100指数ETF-iShares","DXD":"两倍做空道琼30指数ETF-ProShares","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4503":"景林资产持仓","BK4139":"生物科技","BK4514":"搜索引擎",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","SANA":"Sana Biotechnology, Inc.","SPXU":"三倍做空标普500ETF-ProShares","BK4566":"资本集团","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4082":"医疗保健设备","IVV":"标普500ETF-iShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4538":"云计算","DDM":"2倍做多道指ETF-ProShares","BK4579":"人工智能","SPY":"标普500ETF","DJX":"1/100道琼斯","CGEM":"Cullinan Therapeutics","SH":"做空标普500-Proshares","LABP":"Landos Biopharma, Inc.","BK4007":"制药","BK4574":"无人驾驶","QQQ":"纳指100ETF","BK4525":"远程办公概念","SDOW":"三倍做空道指30ETF-ProShares","BK4196":"保健护理服务","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","OEX":"标普100","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","UPRO":"三倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF","GOOGL":"谷歌A",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217746440","content_text":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West's sanctions against Moscow may affect the international financial system.The S&P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe's biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.The Labor Department's closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.\"Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it's just not,\" said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.\"The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors' time and energy,\" Hill said.Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&P 500 energy sector jumped 2.85% and gained about 9% for the week.Richly valued growth stocks have faced the brunt of the recent selloff, with the S&P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&P 500    lost 0.79% to 4,328.87.The Nasdaq Composite dropped 1.66% to 13,313.44.For the week, the S&P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank's March 15-16 policy meeting and would be \"prepared to move more aggressively\" later if inflation does not abate as fast as expected.Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company \"illegally\" collected personal information from children without parental permission.Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SDOW":0.6,"SQQQ":0.6,"SH":0.6,"QID":0.6,"DDM":0.6,"ESmain":0.6,"LABP":0.66,"OEX":0.6,"QQQ":0.6,"SPXU":0.6,"IVV":0.6,"TQQQ":0.6,"DJX":0.6,"OEF":0.6,"QLD":0.6,".SPX":0.9,"SPY":0.9,".IXIC":0.9,"DOG":0.6,"CGEM":0.66,"UPRO":0.6,"DXD":0.6,"GOOGL":0.66,"SSO":0.6,"SANA":0.66}},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039959358,"gmtCreate":1645892044145,"gmtModify":1676534073036,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039959358","repostId":"1125580913","repostType":4,"repost":{"id":"1125580913","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":1645926503,"share":"https://ttm.financial/m/news/1125580913?lang=en_US&edition=fundamental","pubTime":"2022-02-27 09:48","market":"us","language":"en","title":"Buffett Full Annual Letter：Apple is One of ‘Four Giants’ Driving the Conglomerate’s Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1125580913","media":"Tiger Newspress","summary":"Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-yea","content":"<html><head></head><body><p>Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-year-old investing legend has been publishing the letter for over six decades and it has become required reading for investors around the world.</p><p>Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades.</p><p>In his annual letter to shareholders released on Saturday, the 91-year-old investing legend listed Apple under the heading “Our Four Giants” and even called the company the second-most important after Berkshire’s cluster of insurers, thanks to its chief executive.</p><p>“Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well,” the letter stated.</p><p>Buffett made clear he is a fan of Cook’s stock repurchase strategy, and how it gives the conglomerate increased ownership of each dollar of the iPhone maker’s earnings without the investor having to lift a finger.</p><p>“Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier,” Buffett said in the letter. “That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.”</p><p>Berkshire began buying Apple stock in 2016 under the influence of Buffett’s investing deputies Todd Combs and Ted Weschler. By mid-2018, the conglomerate accumulated 5% ownership of the iPhone maker, a stake that cost $36 billion. Today, the Apple investment is now worth more than $160 billion, taking up 40% of Berkshire’s equity portfolio.</p><p>“It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our ‘share’ of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud,” Buffett said.</p><p>Berkshire is Apple’s largest shareholder, outside of index and exchange-traded fund providers.</p><p>Buffett also credited his railroad business BNSF and energy segment BHE as two other giants of the conglomerate, which both registered record earnings in 2021.</p><p>“BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire,” Buffett said. “BHE has become a utility powerhouse and a leading force in wind, solar and transmission throughout much of the United States.”</p><p><b>Read the full letter here：</b></p><p>To the Shareholders of Berkshire Hathaway Inc.:</p><p>Charlie Munger, my long-time partner, and I have the job of managing a portion of your savings. We are honored by your trust.</p><p>Our position carries with it the responsibility to report to you what we would like to know if we were the absentee owner and you were the manager. We enjoy communicating directly with you through this annual letter, and through the annual meeting as well.</p><p>Our policy is to treat all shareholders equally. Therefore, we do not hold discussions with analysts nor large institutions. Whenever possible, also, we release important communications on Saturday mornings in order to maximize the time for shareholders and the media to absorb the news before markets open on Monday.</p><p>A wealth of Berkshire facts and figures are set forth in the annual 10-K that the company regularly files with the S.E.C. and that we reproduce on pages K-1 – K-119. Some shareholders will find this detail engrossing; others will simply prefer to learn what Charlie and I believe is new or interesting at Berkshire.</p><p>Alas, there was little action of that sort in 2021. We did, though, make reasonable progress in increasing the intrinsic value of your shares. That task has been my primary duty for 57 years. And it will continue to be.</p><p><b>What You Own</b></p><p>Berkshire owns a wide variety of businesses, some in their entirety, some only in part. The second group largely consists of marketable common stocks of major American companies. Additionally, we own a few non-U.S. equities and participate in several joint ventures or other collaborative activities.</p><p>Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable economic advantages and a first-class CEO. Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.</p><p>I make many mistakes. Consequently, our extensive collection of businesses includes some enterprises that have truly extraordinary economics, many others that enjoy good economic characteristics, and a few that are marginal. One advantage of our common-stock segment is that – on occasion – it becomes easy to buy pieces of wonderful businesses at wonderful prices. That shooting-fish-in-a-barrel experience is very rare in negotiated transactions and never occurs en masse. It is also far easier to exit from a mistake when it has been made in the marketable arena.</p><h2><b>Surprise, Surprise</b></h2><p>Here are a few items about your company that often surprise even seasoned investors:</p><p>• Many people perceive Berkshire as a large and somewhat strange collection of financial assets. In truth, Berkshire owns and operates more U.S.-based “infrastructure” assets – classified on our balance sheet as property, plant and equipment – than are owned and operated by any other American corporation. That supremacy has never been our goal. It has, however, become a fact.</p><p>At yearend, those domestic infrastructure assets were carried on Berkshire’s balance sheet at $158 billion. That number increased last year and will continue to increase. Berkshire always will be building.</p><p>• Every year, your company makes substantial federal income tax payments. In 2021, for example, we paid</p><p>$3.3 billion while the U.S. Treasury reported total corporate income-tax receipts of $402 billion. Additionally, Berkshire pays substantial state and foreign taxes. “I gave at the office” is an unassailable assertion when made by Berkshire shareholders.</p><p>Berkshire’s history vividly illustrates the invisible and often unrecognized financial partnership between  government and American businesses. Our tale begins early in 1955, when Berkshire Fine Spinning and Hathaway Manufacturing agreed to merge their businesses. In their requests for shareholder approval, these venerable New England textile companies expressed high hopes for the combination.</p><p></p><p>The Hathaway solicitation, for example, assured its shareholders that “The combination of the resources and managements will result in one of the strongest and most efficient organizations in the textile industry.” That upbeat view was endorsed by the company’s advisor, Lehman Brothers (yes, that Lehman Brothers).</p><p>I’m sure it was a joyous day in both Fall River (Berkshire) and New Bedford (Hathaway) when the union was consummated. After the bands stopped playing and the bankers went home, however, the shareholders reaped a disaster.</p><p>In the nine years following the merger, Berkshire’s owners watched the company’s net worth crater from</p><p>$51.4 million to $22.1 million. In part, this decline was caused by stock repurchases, ill-advised dividends and plant shutdowns. But nine years of effort by many thousands of employees delivered an operating loss as well. Berkshire’s struggles were not unusual: The New England textile industry had silently entered an extended and non-reversible death march.</p><p>During the nine post-merger years, the U.S. Treasury suffered as well from Berkshire’s troubles. All told, the company paid the government only $337,359 in income tax during that period – a pathetic $100 per day.</p><p>Early in 1965, things changed. Berkshire installed new management that redeployed available cash and steered essentially all earnings into a variety of good businesses, most of which remained good through the years. Coupling reinvestment of earnings with the power of compounding worked its magic, and shareholders prospered.</p><p>Berkshire’s owners, it should be noted, were not the only beneficiary of that course correction. Their “silent partner,” the U.S. Treasury, proceeded to collect many tens of billions of dollars from the company in income tax payments. Remember the $100 daily? Now, Berkshire pays roughly $9 million daily to the Treasury.</p><p>In fairness to our governmental partner, our shareholders should acknowledge – indeed trumpet – the fact that Berkshire’s prosperity has been fostered mightily because the company has operated in America. Our country would have done splendidly in the years since 1965 without Berkshire. Absent our American home, however, Berkshire would never have come close to becoming what it is today. When you see the flag, say thanks.</p><p>• From an $8.6 million purchase of National Indemnity in 1967, Berkshire has become the world leader in insurance “float” – money we hold and can invest but that does not belong to us. Including a relatively small sum derived from life insurance, Berkshire’s total float has grown from $19 million when we entered the insurance business to $147 billion.</p><p>So far, this float has cost us less than nothing. Though we have experienced a number of years when insurance losses combined with operating expenses exceeded premiums, overall we have earned a modest 55-year profit from the underwriting activities that generated our float.</p><p>Of equal importance, float is very sticky. Funds attributable to our insurance operations come and go daily, but their aggregate total is immune from precipitous decline. When it comes to investing float, we can therefore think long-term.</p><p>If you are not already familiar with the concept of float, I refer you to a long explanation on page A-5. To my surprise, our float increased $9 billion last year, a buildup of value that is important to Berkshire owners though is not reflected in our GAAP (“generally-accepted accounting principles”) presentation of earnings and net worth.</p><p>Much of our huge value creation in insurance is attributable to Berkshire’s good luck in my 1986 hiring of Ajit Jain. We first met on a Saturday morning, and I quickly asked Ajit what his insurance experience had been. He replied, “None.”</p><p>I said, “Nobody’s perfect,” and hired him. That was my lucky day: Ajit actually was as perfect a choice as could have been made. Better yet, he continues to be – 35 years later.</p><p>One final thought about insurance: I believe that it is likely – but far from assured – that Berkshire’s float can be maintained without our incurring a long-term underwriting loss. I am certain, however, that there will be some years when we experience such losses, perhaps involving very large sums.</p><p>Berkshire is constructed to handle catastrophic events as no other insurer – and that priority will remain long after Charlie and I are gone.</p><h2>Our Four Giants</h2><p>Through Berkshire, our shareholders own many dozens of businesses. Some of these, in turn, have a collection of subsidiaries of their own. For example, Marmon has more than 100 individual business operations, ranging from the leasing of railroad cars to the manufacture of medical devices.</p><p>• Nevertheless, operations of our “Big Four” companies account for a very large chunk of Berkshire’s value. Leading this list is our cluster of insurers. Berkshire effectively owns 100% of this group, whose massive float value we earlier described. The invested assets of these insurers are further enlarged by the extraordinary amount of capital we invest to back up their promises.</p><p>The insurance business is made to order for Berkshire. The product will never be obsolete, and sales volume will generally increase along with both economic growth and inflation. Also, integrity and capital will forever be important. Our company can and will behave well.</p><p>There are, of course, other insurers with excellent business models and prospects. Replication of Berkshire’s operation, however, would be almost impossible.</p><p>• Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.</p><p>It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our “share” of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud. Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well.</p><p>• BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire. If the many essential products BNSF carries were instead hauled by truck, America’s carbon emissions would soar.</p><p>Your railroad had record earnings of $6 billion in 2021. Here, it should be noted, we are talking about the old-fashioned sort of earnings that we favor: a figure calculated after interest, taxes, depreciation, amortization and all forms of compensation. (Our definition suggests a warning: Deceptive “adjustments” to earnings – to use a polite description – have become both more frequent and more fanciful as stocks have risen. Speaking less politely, I would say that bull markets breed bloviated bull )</p><p>BNSF trains traveled 143 million miles last year and carried 535 million tons of cargo. Both accomplishments far exceed those of any other American carrier. You can be proud of your railroad.</p><p>• BHE, our final Giant, earned a record $4 billion in 2021. That’s up more than 30-fold from the $122 million earned in 2000, the year that Berkshire first purchased a BHE stake. Now, Berkshire owns 91.1% of the company.</p><p>BHE’s record of societal accomplishment is as remarkable as its financial performance. The company had no wind or solar generation in 2000. It was then regarded simply as a relatively new and minor participant in the huge electric utility industry. Subsequently, under David Sokol’s and Greg Abel’s leadership, BHE has become a utility powerhouse (no groaning, please) and a leading force in wind, solar and transmission throughout much of the United States.</p><p>Greg’s report on these accomplishments appears on pages A-3 and A-4. The profile you will find there is not in any way one of those currently-fashionable “green-washing” stories. BHE has been faithfully detailing its plans and performance in renewables and transmissions every year since 2007.</p><p>To further review this information, visit BHE’s website at brkenergy.com. There, you will see that the company has long been making climate-conscious moves that soak up all of its earnings. More opportunities lie ahead. BHE has the management, the experience, the capital and the appetite for the huge power projects that our country needs.</p><h2>Investments</h2><p>Now let’s talk about companies we don’t control, a list that again references Apple. Below we list our fifteen largest equity holdings, several of which are selections of Berkshire’s two long-time investment managers, Todd Combs and Ted Weschler. At yearend, this valued pair had total authority in respect to $34 billion of investments, many of which do not meet the threshold value we use in the table. Also, a significant portion of the dollars that Todd and Ted manage are lodged in various pension plans of Berkshire-owned businesses, with the assets of these plans not included in this table.</p><p><img src=\"https://static.tigerbbs.com/d43587e9f59c0ff76e6c04c6bf9af324\" tg-width=\"1047\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>* This is our actual purchase price and also our tax basis.</p><p>** Held by BHE; consequently, Berkshire shareholders have only a 91.1% interest in this position.</p><p>*** Includes a $10 billion investment in Occidental Petroleum, consisting of preferred stock and warrants to buy common stock, a combination now being valued at $10.7 billion.</p><p>In addition to the footnoted Occidental holding and our various common-stock positions, Berkshire also owns a 26.6% interest in Kraft Heinz (accounted for on the “equity” method, not market value, and carried at $13.1 billion) and 38.6% of Pilot Corp., a leader in travel centers that had revenues last year of $45 billion.</p><p>Since we purchased our Pilot stake in 2017, this holding has warranted “equity” accounting treatment. Early in 2023, Berkshire will purchase an additional interest in Pilot that will raise our ownership to 80% and lead to our fully consolidating Pilot’s earnings, assets and liabilities in our financial statements.</p><h2>U.S. Treasury Bills</h2><p>Berkshire’s balance sheet includes $144 billion of cash and cash equivalents (excluding the holdings of BNSF and BHE). Of this sum, $120 billion is held in U.S. Treasury bills, all maturing in less than a year. That stake leaves Berkshire financing about 12 of 1% of the publicly-held national debt.</p><p>Charlie and I have pledged that Berkshire (along with our subsidiaries other than BNSF and BHE) will always hold more than $30 billion of cash and equivalents. We want your company to be financially impregnable and never dependent on the kindness of strangers (or even that of friends). Both of us like to sleep soundly, and we want our creditors, insurance claimants and you to do so as well.</p><h2>But $144 billion?</h2><p>That imposing sum, I assure you, is not some deranged expression of patriotism. Nor have Charlie and I lost our overwhelming preference for business ownership. Indeed, I first manifested my enthusiasm for that 80 years ago, on March 11, 1942, when I purchased three shares of Cities Services preferred stock. Their cost was $114.75 and required all of my savings. (The Dow Jones Industrial Average that day closed at 99, a fact that should scream to you: Never bet against America.)</p><p>After my initial plunge, I always kept at least 80% of my net worth in equities. My favored status throughout that period was 100% – and still is. Berkshire’s current 80%-or-so position in businesses is a consequence of my failure to find entire companies or small portions thereof (that is, marketable stocks) which meet our criteria for long- term holding.</p><p>Charlie and I have endured similar cash-heavy positions from time to time in the past. These periods are never pleasant; they are also never permanent. And, fortunately, we have had a mildly attractive alternative during 2020 and 2021 for deploying capital. Read on.</p><h2>Share Repurchases</h2><p>There are three ways that we can increase the value of your investment. The first is always front and center in our minds: Increase the long-term earning power of Berkshire’s controlled businesses through internal growth or by making acquisitions. Today, internal opportunities deliver far better returns than acquisitions. The size of those opportunities, however, is small compared to Berkshire’s resources.</p><p>Our second choice is to buy non-controlling part-interests in the many good or great businesses that are publicly traded. From time to time, such possibilities are both numerous and blatantly attractive. Today, though, we find little that excites us.</p><p>That’s largely because of a truism: Long-term interest rates that are low push the prices of all productive investments upward, whether these are stocks, apartments, farms, oil wells, whatever. Other factors influence valuations as well, but interest rates will always be important.</p><p>Our final path to value creation is to repurchase Berkshire shares. Through that simple act, we increase your share of the many controlled and non-controlled businesses Berkshire owns. When the price/value equation is right, this path is the easiest and most certain way for us to increase your wealth. (Alongside the accretion of value to continuing shareholders, a couple of other parties gain: Repurchases are modestly beneficial to the seller of the repurchased shares and to society as well.)</p><p>Periodically, as alternative paths become unattractive, repurchases make good sense for Berkshire’s owners. During the past two years, we therefore repurchased 9% of the shares that were outstanding at yearend 2019 for a total cost of $51.7 billion. That expenditure left our continuing shareholders owning about 10% more of all Berkshire businesses, whether these are wholly-owned (such as BNSF and GEICO) or partly-owned (such as Coca-Cola and Moody’s).</p><p>I want to underscore that for Berkshire repurchases to make sense, our shares must offer appropriate value. We don’t want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire. As of February 23, 2022, since yearend we repurchased additional shares at a cost of $1.2 billion. Our appetite remains large but will always remain price-dependent.</p><p>It should be noted that Berkshire’s buyback opportunities are limited because of its high-class investor base. If our shares were heavily held by short-term speculators, both price volatility and transaction volumes would materially increase. That kind of reshaping would offer us far greater opportunities for creating value by making repurchases. Nevertheless, Charlie and I far prefer the owners we have, even though their admirable buy-and-keep attitudes limit the extent to which long-term shareholders can profit from opportunistic repurchases.</p><p>Finally, one easily-overlooked value calculation specific to Berkshire: As we’ve discussed, insurance “float” of the right sort is of great value to us. As it happens, repurchases automatically increase the amount of “float” per share. That figure has increased during the past two years by 25% – going from $79,387 per “A” share to $99,497, a meaningful gain that, as noted, owes some thanks to repurchases.</p><h2>A Wonderful Man and a Wonderful Business</h2><p>Last year, Paul Andrews died. Paul was the founder and CEO of TTI, a Fort Worth-based subsidiary of Berkshire. Throughout his life – in both his business and his personal pursuits – Paul quietly displayed all the qualities that Charlie and I admire. His story should be told.</p><p>In 1971, Paul was working as a purchasing agent for General Dynamics when the roof fell in. After losing a huge defense contract, the company fired thousands of employees, including Paul.</p><p>With his first child due soon, Paul decided to bet on himself, using $500 of his savings to found Tex-Tronics (later renamed TTI). The company set itself up to distribute small electronic components, and first-year sales totaled $112,000. Today, TTI markets more than one million different items with annual volume of $7.7 billion.</p><p>But back to 2006: Paul, at 63, then found himself happy with his family, his job, and his associates. But he had one nagging worry, heightened because he had recently witnessed a friend’s early death and the disastrous results that followed for that man’s family and business. What, Paul asked himself in 2006, would happen to the many people depending on him if he should unexpectedly die?</p><p>For a year, Paul wrestled with his options. Sell to a competitor? From a strictly economic viewpoint, that course made the most sense. After all, competitors could envision lucrative “synergies” – savings that would be achieved as the acquiror slashed duplicated functions at TTI.</p><p>But . . . Such a purchaser would most certainly also retain its CFO, its legal counsel, its HR unit. Their TTI counterparts would therefore be sent packing. And ugh! If a new distribution center were to be needed, the acquirer’s home city would certainly be favored over Fort Worth.</p><p>Whatever the financial benefits, Paul quickly concluded that selling to a competitor was not for him. He next considered seeking a financial buyer, a species once labeled – aptly so – a leveraged buyout firm. Paul knew, however, that such a purchaser would be focused on an “exit strategy.” And who could know what that would be? Brooding over it all, Paul found himself having no interest in handing his 35-year-old creation over to a reseller.</p><p>When Paul met me, he explained why he had eliminated these two alternatives as buyers. He then summed up his dilemma by saying – in far more tactful phrasing than this – “After a year of pondering the alternatives, I want to sell to Berkshire because you are the only guy left.” So, I made an offer and Paul said “Yes.” One meeting; one lunch; one deal.</p><p>To say we both lived happily ever after is an understatement. When Berkshire purchased TTI, the company employed 2,387. Now the number is 8,043. A large percentage of that growth took place in Fort Worth and environs. Earnings have increased 673%.</p><p>Annually, I would call Paul and tell him his salary should be substantially increased. Annually, he would tell me, “We can talk about that next year, Warren; I’m too busy now.”</p><p>When Greg Abel and I attended Paul’s memorial service, we met children, grandchildren, long-time associates (including TTI’s first employee) and John Roach, the former CEO of a Fort Worth company Berkshire had purchased in 2000. John had steered his friend Paul to Omaha, instinctively knowing we would be a match.</p><p>At the service, Greg and I heard about the multitudes of people and organizations that Paul had silently supported. The breadth of his generosity was extraordinary – geared always to improving the lives of others, particularly those in Fort Worth.</p><p>In all ways, Paul was a class act.</p><p>* * * * * * * * * * * *</p><p>Good luck – occasionally extraordinary luck – has played its part at Berkshire. If Paul and I had not enjoyed a mutual friend – John Roach – TTI would not have found its home with us. But that ample serving of luck was only the beginning. TTI was soon to lead Berkshire to its most important acquisition.</p><p>Every fall, Berkshire directors gather for a presentation by a few of our executives. We sometimes choose the site based upon the location of a recent acquisition, by that means allowing directors to meet the new subsidiary’s CEO and learn more about the acquiree’s activities.</p><p>In the fall of 2009, we consequently selected Fort Worth so that we could visit TTI. At that time, BNSF, which also had Fort Worth as its hometown, was the third-largest holding among our marketable equities. Despite that large stake, I had never visited the railroad’s headquarters.</p><p>Deb Bosanek, my assistant, scheduled our board’s opening dinner for October 22. Meanwhile, I arranged to arrive earlier that day to meet with Matt Rose, CEO of BNSF, whose accomplishments I had long admired. When I made the date, I had no idea that our get-together would coincide with BNSF’s third-quarter earnings report, which was released late on the 22nd.</p><p>The market reacted badly to the railroad’s results. The Great Recession was in full force in the third quarter, and BNSF’s earnings reflected that slump. The economic outlook was also bleak, and Wall Street wasn’t feeling friendly to railroads – or much else.</p><p>On the following day, I again got together with Matt and suggested that Berkshire would offer the railroad a better long-term home than it could expect as a public company. I also told him the maximum price that Berkshire would pay.</p><p>Matt relayed the offer to his directors and advisors. Eleven busy days later, Berkshire and BNSF announced a firm deal. And here I’ll venture a rare prediction: BNSF will be a key asset for Berkshire and our country a century from now.</p><p>The BNSF acquisition would never have happened if Paul Andrews hadn’t sized up Berkshire as the right home for TTI.</p><h2>Thanks</h2><p>I taught my first investing class 70 years ago. Since then, I have enjoyed working almost every year with students of all ages, finally “retiring” from that pursuit in 2018.</p><p>Along the way, my toughest audience was my grandson’s fifth-grade class. The 11-year-olds were squirming in their seats and giving me blank stares until I mentioned Coca-Cola and its famous secret formula. Instantly, every hand went up, and I learned that “secrets” are catnip to kids.</p><p>Teaching, like writing, has helped me develop and clarify my own thoughts. Charlie calls this phenomenon the orangutan effect: If you sit down with an orangutan and carefully explain to it one of your cherished ideas, you may leave behind a puzzled primate, but will yourself exit thinking more clearly.</p><p>Talking to university students is far superior. I have urged that they seek employment in (1) the field and (2) with the kind of people they would select, if they had no need for money. Economic realities, I acknowledge, may interfere with that kind of search. Even so, I urge the students never to give up the quest, for when they find that sort of job, they will no longer be “working.”</p><p>Charlie and I, ourselves, followed that liberating course after a few early stumbles. We both started as part- timers at my grandfather’s grocery store, Charlie in 1940 and I in 1942. We were each assigned boring tasks and paid little, definitely not what we had in mind. Charlie later took up law, and I tried selling securities. Job satisfaction continued to elude us.</p><p>Finally, at Berkshire, we found what we love to do. With very few exceptions, we have now “worked” for many decades with people whom we like and trust. It’s a joy in life to join with managers such as Paul Andrews or the Berkshire families I told you about last year. In our home office, we employ decent and talented people – no jerks. Turnover averages, perhaps, one person per year.</p><p>I would like, however, to emphasize a further item that turns our jobs into fun and satisfaction working</p><p>for you. There is nothing more rewarding to Charlie and me than enjoying the trust of individual long-term shareholders who, for many decades, have joined us with the expectation that we would be a reliable custodian of their funds.</p><p>Obviously, we can’t select our owners, as we could do if our form of operation were a partnership. Anyone can buy shares of Berkshire today with the intention of soon reselling them. For sure, we get a few of that type of shareholder, just as we get index funds that own huge amounts of Berkshire simply because they are required to do so.</p><p>To a truly unusual degree, however, Berkshire has as owners a very large corps of individuals and families that have elected to join us with an intent approaching “til death do us part.” Often, they have trusted us with a large – some might say excessive – portion of their savings.</p><p>Berkshire, these shareholders would sometimes acknowledge, might be far from the best selection they could have made. But they would add that Berkshire would rank high among those with which they would be most comfortable. And people who are comfortable with their investments will, on average, achieve better results than those who are motivated by ever-changing headlines, chatter and promises.</p><p>Long-term individual owners are both the “partners” Charlie and I have always sought and the ones we constantly have in mind as we make decisions at Berkshire. To them we say, “It feels good to ‘work’ for you, and you have our thanks for your trust.”</p><h2>The Annual Meeting</h2><p>Clear your calendar! Berkshire will have its annual gathering of capitalists in Omaha on Friday, April 29th through Sunday, May 1st. The details regarding the weekend are laid out on pages A-1 and A-2. Omaha eagerly awaits you, as do I.</p><p>I will end this letter with a sales pitch. “Cousin” Jimmy Buffett has designed a pontoon “party” boat that is now being manufactured by Forest River, a Berkshire subsidiary. The boat will be introduced on April 29 at our Berkshire Bazaar of Bargains. And, for two days only, shareholders will be able to purchase Jimmy’s masterpiece at a 10% discount. Your bargain-hunting chairman will be buying a boat for his family’s use. Join me.</p><p>February 26, 2022</p><p>Warren E. Buffett Chairman of the Board</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>Buffett Full Annual Letter：Apple is One of ‘Four Giants’ Driving the Conglomerate’s Value</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\">\nBuffett Full Annual Letter：Apple is One of ‘Four Giants’ Driving the Conglomerate’s Value\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\">2022-02-27 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-year-old investing legend has been publishing the letter for over six decades and it has become required reading for investors around the world.</p><p>Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades.</p><p>In his annual letter to shareholders released on Saturday, the 91-year-old investing legend listed Apple under the heading “Our Four Giants” and even called the company the second-most important after Berkshire’s cluster of insurers, thanks to its chief executive.</p><p>“Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well,” the letter stated.</p><p>Buffett made clear he is a fan of Cook’s stock repurchase strategy, and how it gives the conglomerate increased ownership of each dollar of the iPhone maker’s earnings without the investor having to lift a finger.</p><p>“Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier,” Buffett said in the letter. “That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.”</p><p>Berkshire began buying Apple stock in 2016 under the influence of Buffett’s investing deputies Todd Combs and Ted Weschler. By mid-2018, the conglomerate accumulated 5% ownership of the iPhone maker, a stake that cost $36 billion. Today, the Apple investment is now worth more than $160 billion, taking up 40% of Berkshire’s equity portfolio.</p><p>“It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our ‘share’ of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud,” Buffett said.</p><p>Berkshire is Apple’s largest shareholder, outside of index and exchange-traded fund providers.</p><p>Buffett also credited his railroad business BNSF and energy segment BHE as two other giants of the conglomerate, which both registered record earnings in 2021.</p><p>“BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire,” Buffett said. “BHE has become a utility powerhouse and a leading force in wind, solar and transmission throughout much of the United States.”</p><p><b>Read the full letter here：</b></p><p>To the Shareholders of Berkshire Hathaway Inc.:</p><p>Charlie Munger, my long-time partner, and I have the job of managing a portion of your savings. We are honored by your trust.</p><p>Our position carries with it the responsibility to report to you what we would like to know if we were the absentee owner and you were the manager. We enjoy communicating directly with you through this annual letter, and through the annual meeting as well.</p><p>Our policy is to treat all shareholders equally. Therefore, we do not hold discussions with analysts nor large institutions. Whenever possible, also, we release important communications on Saturday mornings in order to maximize the time for shareholders and the media to absorb the news before markets open on Monday.</p><p>A wealth of Berkshire facts and figures are set forth in the annual 10-K that the company regularly files with the S.E.C. and that we reproduce on pages K-1 – K-119. Some shareholders will find this detail engrossing; others will simply prefer to learn what Charlie and I believe is new or interesting at Berkshire.</p><p>Alas, there was little action of that sort in 2021. We did, though, make reasonable progress in increasing the intrinsic value of your shares. That task has been my primary duty for 57 years. And it will continue to be.</p><p><b>What You Own</b></p><p>Berkshire owns a wide variety of businesses, some in their entirety, some only in part. The second group largely consists of marketable common stocks of major American companies. Additionally, we own a few non-U.S. equities and participate in several joint ventures or other collaborative activities.</p><p>Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable economic advantages and a first-class CEO. Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.</p><p>I make many mistakes. Consequently, our extensive collection of businesses includes some enterprises that have truly extraordinary economics, many others that enjoy good economic characteristics, and a few that are marginal. One advantage of our common-stock segment is that – on occasion – it becomes easy to buy pieces of wonderful businesses at wonderful prices. That shooting-fish-in-a-barrel experience is very rare in negotiated transactions and never occurs en masse. It is also far easier to exit from a mistake when it has been made in the marketable arena.</p><h2><b>Surprise, Surprise</b></h2><p>Here are a few items about your company that often surprise even seasoned investors:</p><p>• Many people perceive Berkshire as a large and somewhat strange collection of financial assets. In truth, Berkshire owns and operates more U.S.-based “infrastructure” assets – classified on our balance sheet as property, plant and equipment – than are owned and operated by any other American corporation. That supremacy has never been our goal. It has, however, become a fact.</p><p>At yearend, those domestic infrastructure assets were carried on Berkshire’s balance sheet at $158 billion. That number increased last year and will continue to increase. Berkshire always will be building.</p><p>• Every year, your company makes substantial federal income tax payments. In 2021, for example, we paid</p><p>$3.3 billion while the U.S. Treasury reported total corporate income-tax receipts of $402 billion. Additionally, Berkshire pays substantial state and foreign taxes. “I gave at the office” is an unassailable assertion when made by Berkshire shareholders.</p><p>Berkshire’s history vividly illustrates the invisible and often unrecognized financial partnership between  government and American businesses. Our tale begins early in 1955, when Berkshire Fine Spinning and Hathaway Manufacturing agreed to merge their businesses. In their requests for shareholder approval, these venerable New England textile companies expressed high hopes for the combination.</p><p></p><p>The Hathaway solicitation, for example, assured its shareholders that “The combination of the resources and managements will result in one of the strongest and most efficient organizations in the textile industry.” That upbeat view was endorsed by the company’s advisor, Lehman Brothers (yes, that Lehman Brothers).</p><p>I’m sure it was a joyous day in both Fall River (Berkshire) and New Bedford (Hathaway) when the union was consummated. After the bands stopped playing and the bankers went home, however, the shareholders reaped a disaster.</p><p>In the nine years following the merger, Berkshire’s owners watched the company’s net worth crater from</p><p>$51.4 million to $22.1 million. In part, this decline was caused by stock repurchases, ill-advised dividends and plant shutdowns. But nine years of effort by many thousands of employees delivered an operating loss as well. Berkshire’s struggles were not unusual: The New England textile industry had silently entered an extended and non-reversible death march.</p><p>During the nine post-merger years, the U.S. Treasury suffered as well from Berkshire’s troubles. All told, the company paid the government only $337,359 in income tax during that period – a pathetic $100 per day.</p><p>Early in 1965, things changed. Berkshire installed new management that redeployed available cash and steered essentially all earnings into a variety of good businesses, most of which remained good through the years. Coupling reinvestment of earnings with the power of compounding worked its magic, and shareholders prospered.</p><p>Berkshire’s owners, it should be noted, were not the only beneficiary of that course correction. Their “silent partner,” the U.S. Treasury, proceeded to collect many tens of billions of dollars from the company in income tax payments. Remember the $100 daily? Now, Berkshire pays roughly $9 million daily to the Treasury.</p><p>In fairness to our governmental partner, our shareholders should acknowledge – indeed trumpet – the fact that Berkshire’s prosperity has been fostered mightily because the company has operated in America. Our country would have done splendidly in the years since 1965 without Berkshire. Absent our American home, however, Berkshire would never have come close to becoming what it is today. When you see the flag, say thanks.</p><p>• From an $8.6 million purchase of National Indemnity in 1967, Berkshire has become the world leader in insurance “float” – money we hold and can invest but that does not belong to us. Including a relatively small sum derived from life insurance, Berkshire’s total float has grown from $19 million when we entered the insurance business to $147 billion.</p><p>So far, this float has cost us less than nothing. Though we have experienced a number of years when insurance losses combined with operating expenses exceeded premiums, overall we have earned a modest 55-year profit from the underwriting activities that generated our float.</p><p>Of equal importance, float is very sticky. Funds attributable to our insurance operations come and go daily, but their aggregate total is immune from precipitous decline. When it comes to investing float, we can therefore think long-term.</p><p>If you are not already familiar with the concept of float, I refer you to a long explanation on page A-5. To my surprise, our float increased $9 billion last year, a buildup of value that is important to Berkshire owners though is not reflected in our GAAP (“generally-accepted accounting principles”) presentation of earnings and net worth.</p><p>Much of our huge value creation in insurance is attributable to Berkshire’s good luck in my 1986 hiring of Ajit Jain. We first met on a Saturday morning, and I quickly asked Ajit what his insurance experience had been. He replied, “None.”</p><p>I said, “Nobody’s perfect,” and hired him. That was my lucky day: Ajit actually was as perfect a choice as could have been made. Better yet, he continues to be – 35 years later.</p><p>One final thought about insurance: I believe that it is likely – but far from assured – that Berkshire’s float can be maintained without our incurring a long-term underwriting loss. I am certain, however, that there will be some years when we experience such losses, perhaps involving very large sums.</p><p>Berkshire is constructed to handle catastrophic events as no other insurer – and that priority will remain long after Charlie and I are gone.</p><h2>Our Four Giants</h2><p>Through Berkshire, our shareholders own many dozens of businesses. Some of these, in turn, have a collection of subsidiaries of their own. For example, Marmon has more than 100 individual business operations, ranging from the leasing of railroad cars to the manufacture of medical devices.</p><p>• Nevertheless, operations of our “Big Four” companies account for a very large chunk of Berkshire’s value. Leading this list is our cluster of insurers. Berkshire effectively owns 100% of this group, whose massive float value we earlier described. The invested assets of these insurers are further enlarged by the extraordinary amount of capital we invest to back up their promises.</p><p>The insurance business is made to order for Berkshire. The product will never be obsolete, and sales volume will generally increase along with both economic growth and inflation. Also, integrity and capital will forever be important. Our company can and will behave well.</p><p>There are, of course, other insurers with excellent business models and prospects. Replication of Berkshire’s operation, however, would be almost impossible.</p><p>• Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.</p><p>It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our “share” of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud. Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well.</p><p>• BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire. If the many essential products BNSF carries were instead hauled by truck, America’s carbon emissions would soar.</p><p>Your railroad had record earnings of $6 billion in 2021. Here, it should be noted, we are talking about the old-fashioned sort of earnings that we favor: a figure calculated after interest, taxes, depreciation, amortization and all forms of compensation. (Our definition suggests a warning: Deceptive “adjustments” to earnings – to use a polite description – have become both more frequent and more fanciful as stocks have risen. Speaking less politely, I would say that bull markets breed bloviated bull )</p><p>BNSF trains traveled 143 million miles last year and carried 535 million tons of cargo. Both accomplishments far exceed those of any other American carrier. You can be proud of your railroad.</p><p>• BHE, our final Giant, earned a record $4 billion in 2021. That’s up more than 30-fold from the $122 million earned in 2000, the year that Berkshire first purchased a BHE stake. Now, Berkshire owns 91.1% of the company.</p><p>BHE’s record of societal accomplishment is as remarkable as its financial performance. The company had no wind or solar generation in 2000. It was then regarded simply as a relatively new and minor participant in the huge electric utility industry. Subsequently, under David Sokol’s and Greg Abel’s leadership, BHE has become a utility powerhouse (no groaning, please) and a leading force in wind, solar and transmission throughout much of the United States.</p><p>Greg’s report on these accomplishments appears on pages A-3 and A-4. The profile you will find there is not in any way one of those currently-fashionable “green-washing” stories. BHE has been faithfully detailing its plans and performance in renewables and transmissions every year since 2007.</p><p>To further review this information, visit BHE’s website at brkenergy.com. There, you will see that the company has long been making climate-conscious moves that soak up all of its earnings. More opportunities lie ahead. BHE has the management, the experience, the capital and the appetite for the huge power projects that our country needs.</p><h2>Investments</h2><p>Now let’s talk about companies we don’t control, a list that again references Apple. Below we list our fifteen largest equity holdings, several of which are selections of Berkshire’s two long-time investment managers, Todd Combs and Ted Weschler. At yearend, this valued pair had total authority in respect to $34 billion of investments, many of which do not meet the threshold value we use in the table. Also, a significant portion of the dollars that Todd and Ted manage are lodged in various pension plans of Berkshire-owned businesses, with the assets of these plans not included in this table.</p><p><img src=\"https://static.tigerbbs.com/d43587e9f59c0ff76e6c04c6bf9af324\" tg-width=\"1047\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>* This is our actual purchase price and also our tax basis.</p><p>** Held by BHE; consequently, Berkshire shareholders have only a 91.1% interest in this position.</p><p>*** Includes a $10 billion investment in Occidental Petroleum, consisting of preferred stock and warrants to buy common stock, a combination now being valued at $10.7 billion.</p><p>In addition to the footnoted Occidental holding and our various common-stock positions, Berkshire also owns a 26.6% interest in Kraft Heinz (accounted for on the “equity” method, not market value, and carried at $13.1 billion) and 38.6% of Pilot Corp., a leader in travel centers that had revenues last year of $45 billion.</p><p>Since we purchased our Pilot stake in 2017, this holding has warranted “equity” accounting treatment. Early in 2023, Berkshire will purchase an additional interest in Pilot that will raise our ownership to 80% and lead to our fully consolidating Pilot’s earnings, assets and liabilities in our financial statements.</p><h2>U.S. Treasury Bills</h2><p>Berkshire’s balance sheet includes $144 billion of cash and cash equivalents (excluding the holdings of BNSF and BHE). Of this sum, $120 billion is held in U.S. Treasury bills, all maturing in less than a year. That stake leaves Berkshire financing about 12 of 1% of the publicly-held national debt.</p><p>Charlie and I have pledged that Berkshire (along with our subsidiaries other than BNSF and BHE) will always hold more than $30 billion of cash and equivalents. We want your company to be financially impregnable and never dependent on the kindness of strangers (or even that of friends). Both of us like to sleep soundly, and we want our creditors, insurance claimants and you to do so as well.</p><h2>But $144 billion?</h2><p>That imposing sum, I assure you, is not some deranged expression of patriotism. Nor have Charlie and I lost our overwhelming preference for business ownership. Indeed, I first manifested my enthusiasm for that 80 years ago, on March 11, 1942, when I purchased three shares of Cities Services preferred stock. Their cost was $114.75 and required all of my savings. (The Dow Jones Industrial Average that day closed at 99, a fact that should scream to you: Never bet against America.)</p><p>After my initial plunge, I always kept at least 80% of my net worth in equities. My favored status throughout that period was 100% – and still is. Berkshire’s current 80%-or-so position in businesses is a consequence of my failure to find entire companies or small portions thereof (that is, marketable stocks) which meet our criteria for long- term holding.</p><p>Charlie and I have endured similar cash-heavy positions from time to time in the past. These periods are never pleasant; they are also never permanent. And, fortunately, we have had a mildly attractive alternative during 2020 and 2021 for deploying capital. Read on.</p><h2>Share Repurchases</h2><p>There are three ways that we can increase the value of your investment. The first is always front and center in our minds: Increase the long-term earning power of Berkshire’s controlled businesses through internal growth or by making acquisitions. Today, internal opportunities deliver far better returns than acquisitions. The size of those opportunities, however, is small compared to Berkshire’s resources.</p><p>Our second choice is to buy non-controlling part-interests in the many good or great businesses that are publicly traded. From time to time, such possibilities are both numerous and blatantly attractive. Today, though, we find little that excites us.</p><p>That’s largely because of a truism: Long-term interest rates that are low push the prices of all productive investments upward, whether these are stocks, apartments, farms, oil wells, whatever. Other factors influence valuations as well, but interest rates will always be important.</p><p>Our final path to value creation is to repurchase Berkshire shares. Through that simple act, we increase your share of the many controlled and non-controlled businesses Berkshire owns. When the price/value equation is right, this path is the easiest and most certain way for us to increase your wealth. (Alongside the accretion of value to continuing shareholders, a couple of other parties gain: Repurchases are modestly beneficial to the seller of the repurchased shares and to society as well.)</p><p>Periodically, as alternative paths become unattractive, repurchases make good sense for Berkshire’s owners. During the past two years, we therefore repurchased 9% of the shares that were outstanding at yearend 2019 for a total cost of $51.7 billion. That expenditure left our continuing shareholders owning about 10% more of all Berkshire businesses, whether these are wholly-owned (such as BNSF and GEICO) or partly-owned (such as Coca-Cola and Moody’s).</p><p>I want to underscore that for Berkshire repurchases to make sense, our shares must offer appropriate value. We don’t want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire. As of February 23, 2022, since yearend we repurchased additional shares at a cost of $1.2 billion. Our appetite remains large but will always remain price-dependent.</p><p>It should be noted that Berkshire’s buyback opportunities are limited because of its high-class investor base. If our shares were heavily held by short-term speculators, both price volatility and transaction volumes would materially increase. That kind of reshaping would offer us far greater opportunities for creating value by making repurchases. Nevertheless, Charlie and I far prefer the owners we have, even though their admirable buy-and-keep attitudes limit the extent to which long-term shareholders can profit from opportunistic repurchases.</p><p>Finally, one easily-overlooked value calculation specific to Berkshire: As we’ve discussed, insurance “float” of the right sort is of great value to us. As it happens, repurchases automatically increase the amount of “float” per share. That figure has increased during the past two years by 25% – going from $79,387 per “A” share to $99,497, a meaningful gain that, as noted, owes some thanks to repurchases.</p><h2>A Wonderful Man and a Wonderful Business</h2><p>Last year, Paul Andrews died. Paul was the founder and CEO of TTI, a Fort Worth-based subsidiary of Berkshire. Throughout his life – in both his business and his personal pursuits – Paul quietly displayed all the qualities that Charlie and I admire. His story should be told.</p><p>In 1971, Paul was working as a purchasing agent for General Dynamics when the roof fell in. After losing a huge defense contract, the company fired thousands of employees, including Paul.</p><p>With his first child due soon, Paul decided to bet on himself, using $500 of his savings to found Tex-Tronics (later renamed TTI). The company set itself up to distribute small electronic components, and first-year sales totaled $112,000. Today, TTI markets more than one million different items with annual volume of $7.7 billion.</p><p>But back to 2006: Paul, at 63, then found himself happy with his family, his job, and his associates. But he had one nagging worry, heightened because he had recently witnessed a friend’s early death and the disastrous results that followed for that man’s family and business. What, Paul asked himself in 2006, would happen to the many people depending on him if he should unexpectedly die?</p><p>For a year, Paul wrestled with his options. Sell to a competitor? From a strictly economic viewpoint, that course made the most sense. After all, competitors could envision lucrative “synergies” – savings that would be achieved as the acquiror slashed duplicated functions at TTI.</p><p>But . . . Such a purchaser would most certainly also retain its CFO, its legal counsel, its HR unit. Their TTI counterparts would therefore be sent packing. And ugh! If a new distribution center were to be needed, the acquirer’s home city would certainly be favored over Fort Worth.</p><p>Whatever the financial benefits, Paul quickly concluded that selling to a competitor was not for him. He next considered seeking a financial buyer, a species once labeled – aptly so – a leveraged buyout firm. Paul knew, however, that such a purchaser would be focused on an “exit strategy.” And who could know what that would be? Brooding over it all, Paul found himself having no interest in handing his 35-year-old creation over to a reseller.</p><p>When Paul met me, he explained why he had eliminated these two alternatives as buyers. He then summed up his dilemma by saying – in far more tactful phrasing than this – “After a year of pondering the alternatives, I want to sell to Berkshire because you are the only guy left.” So, I made an offer and Paul said “Yes.” One meeting; one lunch; one deal.</p><p>To say we both lived happily ever after is an understatement. When Berkshire purchased TTI, the company employed 2,387. Now the number is 8,043. A large percentage of that growth took place in Fort Worth and environs. Earnings have increased 673%.</p><p>Annually, I would call Paul and tell him his salary should be substantially increased. Annually, he would tell me, “We can talk about that next year, Warren; I’m too busy now.”</p><p>When Greg Abel and I attended Paul’s memorial service, we met children, grandchildren, long-time associates (including TTI’s first employee) and John Roach, the former CEO of a Fort Worth company Berkshire had purchased in 2000. John had steered his friend Paul to Omaha, instinctively knowing we would be a match.</p><p>At the service, Greg and I heard about the multitudes of people and organizations that Paul had silently supported. The breadth of his generosity was extraordinary – geared always to improving the lives of others, particularly those in Fort Worth.</p><p>In all ways, Paul was a class act.</p><p>* * * * * * * * * * * *</p><p>Good luck – occasionally extraordinary luck – has played its part at Berkshire. If Paul and I had not enjoyed a mutual friend – John Roach – TTI would not have found its home with us. But that ample serving of luck was only the beginning. TTI was soon to lead Berkshire to its most important acquisition.</p><p>Every fall, Berkshire directors gather for a presentation by a few of our executives. We sometimes choose the site based upon the location of a recent acquisition, by that means allowing directors to meet the new subsidiary’s CEO and learn more about the acquiree’s activities.</p><p>In the fall of 2009, we consequently selected Fort Worth so that we could visit TTI. At that time, BNSF, which also had Fort Worth as its hometown, was the third-largest holding among our marketable equities. Despite that large stake, I had never visited the railroad’s headquarters.</p><p>Deb Bosanek, my assistant, scheduled our board’s opening dinner for October 22. Meanwhile, I arranged to arrive earlier that day to meet with Matt Rose, CEO of BNSF, whose accomplishments I had long admired. When I made the date, I had no idea that our get-together would coincide with BNSF’s third-quarter earnings report, which was released late on the 22nd.</p><p>The market reacted badly to the railroad’s results. The Great Recession was in full force in the third quarter, and BNSF’s earnings reflected that slump. The economic outlook was also bleak, and Wall Street wasn’t feeling friendly to railroads – or much else.</p><p>On the following day, I again got together with Matt and suggested that Berkshire would offer the railroad a better long-term home than it could expect as a public company. I also told him the maximum price that Berkshire would pay.</p><p>Matt relayed the offer to his directors and advisors. Eleven busy days later, Berkshire and BNSF announced a firm deal. And here I’ll venture a rare prediction: BNSF will be a key asset for Berkshire and our country a century from now.</p><p>The BNSF acquisition would never have happened if Paul Andrews hadn’t sized up Berkshire as the right home for TTI.</p><h2>Thanks</h2><p>I taught my first investing class 70 years ago. Since then, I have enjoyed working almost every year with students of all ages, finally “retiring” from that pursuit in 2018.</p><p>Along the way, my toughest audience was my grandson’s fifth-grade class. The 11-year-olds were squirming in their seats and giving me blank stares until I mentioned Coca-Cola and its famous secret formula. Instantly, every hand went up, and I learned that “secrets” are catnip to kids.</p><p>Teaching, like writing, has helped me develop and clarify my own thoughts. Charlie calls this phenomenon the orangutan effect: If you sit down with an orangutan and carefully explain to it one of your cherished ideas, you may leave behind a puzzled primate, but will yourself exit thinking more clearly.</p><p>Talking to university students is far superior. I have urged that they seek employment in (1) the field and (2) with the kind of people they would select, if they had no need for money. Economic realities, I acknowledge, may interfere with that kind of search. Even so, I urge the students never to give up the quest, for when they find that sort of job, they will no longer be “working.”</p><p>Charlie and I, ourselves, followed that liberating course after a few early stumbles. We both started as part- timers at my grandfather’s grocery store, Charlie in 1940 and I in 1942. We were each assigned boring tasks and paid little, definitely not what we had in mind. Charlie later took up law, and I tried selling securities. Job satisfaction continued to elude us.</p><p>Finally, at Berkshire, we found what we love to do. With very few exceptions, we have now “worked” for many decades with people whom we like and trust. It’s a joy in life to join with managers such as Paul Andrews or the Berkshire families I told you about last year. In our home office, we employ decent and talented people – no jerks. Turnover averages, perhaps, one person per year.</p><p>I would like, however, to emphasize a further item that turns our jobs into fun and satisfaction working</p><p>for you. There is nothing more rewarding to Charlie and me than enjoying the trust of individual long-term shareholders who, for many decades, have joined us with the expectation that we would be a reliable custodian of their funds.</p><p>Obviously, we can’t select our owners, as we could do if our form of operation were a partnership. Anyone can buy shares of Berkshire today with the intention of soon reselling them. For sure, we get a few of that type of shareholder, just as we get index funds that own huge amounts of Berkshire simply because they are required to do so.</p><p>To a truly unusual degree, however, Berkshire has as owners a very large corps of individuals and families that have elected to join us with an intent approaching “til death do us part.” Often, they have trusted us with a large – some might say excessive – portion of their savings.</p><p>Berkshire, these shareholders would sometimes acknowledge, might be far from the best selection they could have made. But they would add that Berkshire would rank high among those with which they would be most comfortable. And people who are comfortable with their investments will, on average, achieve better results than those who are motivated by ever-changing headlines, chatter and promises.</p><p>Long-term individual owners are both the “partners” Charlie and I have always sought and the ones we constantly have in mind as we make decisions at Berkshire. To them we say, “It feels good to ‘work’ for you, and you have our thanks for your trust.”</p><h2>The Annual Meeting</h2><p>Clear your calendar! Berkshire will have its annual gathering of capitalists in Omaha on Friday, April 29th through Sunday, May 1st. The details regarding the weekend are laid out on pages A-1 and A-2. Omaha eagerly awaits you, as do I.</p><p>I will end this letter with a sales pitch. “Cousin” Jimmy Buffett has designed a pontoon “party” boat that is now being manufactured by Forest River, a Berkshire subsidiary. The boat will be introduced on April 29 at our Berkshire Bazaar of Bargains. And, for two days only, shareholders will be able to purchase Jimmy’s masterpiece at a 10% discount. Your bargain-hunting chairman will be buying a boat for his family’s use. Join me.</p><p>February 26, 2022</p><p>Warren E. Buffett Chairman of the Board</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125580913","content_text":"Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-year-old investing legend has been publishing the letter for over six decades and it has become required reading for investors around the world.Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades.In his annual letter to shareholders released on Saturday, the 91-year-old investing legend listed Apple under the heading “Our Four Giants” and even called the company the second-most important after Berkshire’s cluster of insurers, thanks to its chief executive.“Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well,” the letter stated.Buffett made clear he is a fan of Cook’s stock repurchase strategy, and how it gives the conglomerate increased ownership of each dollar of the iPhone maker’s earnings without the investor having to lift a finger.“Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier,” Buffett said in the letter. “That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.”Berkshire began buying Apple stock in 2016 under the influence of Buffett’s investing deputies Todd Combs and Ted Weschler. By mid-2018, the conglomerate accumulated 5% ownership of the iPhone maker, a stake that cost $36 billion. Today, the Apple investment is now worth more than $160 billion, taking up 40% of Berkshire’s equity portfolio.“It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our ‘share’ of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud,” Buffett said.Berkshire is Apple’s largest shareholder, outside of index and exchange-traded fund providers.Buffett also credited his railroad business BNSF and energy segment BHE as two other giants of the conglomerate, which both registered record earnings in 2021.“BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire,” Buffett said. “BHE has become a utility powerhouse and a leading force in wind, solar and transmission throughout much of the United States.”Read the full letter here：To the Shareholders of Berkshire Hathaway Inc.:Charlie Munger, my long-time partner, and I have the job of managing a portion of your savings. We are honored by your trust.Our position carries with it the responsibility to report to you what we would like to know if we were the absentee owner and you were the manager. We enjoy communicating directly with you through this annual letter, and through the annual meeting as well.Our policy is to treat all shareholders equally. Therefore, we do not hold discussions with analysts nor large institutions. Whenever possible, also, we release important communications on Saturday mornings in order to maximize the time for shareholders and the media to absorb the news before markets open on Monday.A wealth of Berkshire facts and figures are set forth in the annual 10-K that the company regularly files with the S.E.C. and that we reproduce on pages K-1 – K-119. Some shareholders will find this detail engrossing; others will simply prefer to learn what Charlie and I believe is new or interesting at Berkshire.Alas, there was little action of that sort in 2021. We did, though, make reasonable progress in increasing the intrinsic value of your shares. That task has been my primary duty for 57 years. And it will continue to be.What You OwnBerkshire owns a wide variety of businesses, some in their entirety, some only in part. The second group largely consists of marketable common stocks of major American companies. Additionally, we own a few non-U.S. equities and participate in several joint ventures or other collaborative activities.Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable economic advantages and a first-class CEO. Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.I make many mistakes. Consequently, our extensive collection of businesses includes some enterprises that have truly extraordinary economics, many others that enjoy good economic characteristics, and a few that are marginal. One advantage of our common-stock segment is that – on occasion – it becomes easy to buy pieces of wonderful businesses at wonderful prices. That shooting-fish-in-a-barrel experience is very rare in negotiated transactions and never occurs en masse. It is also far easier to exit from a mistake when it has been made in the marketable arena.Surprise, SurpriseHere are a few items about your company that often surprise even seasoned investors:• Many people perceive Berkshire as a large and somewhat strange collection of financial assets. In truth, Berkshire owns and operates more U.S.-based “infrastructure” assets – classified on our balance sheet as property, plant and equipment – than are owned and operated by any other American corporation. That supremacy has never been our goal. It has, however, become a fact.At yearend, those domestic infrastructure assets were carried on Berkshire’s balance sheet at $158 billion. That number increased last year and will continue to increase. Berkshire always will be building.• Every year, your company makes substantial federal income tax payments. In 2021, for example, we paid$3.3 billion while the U.S. Treasury reported total corporate income-tax receipts of $402 billion. Additionally, Berkshire pays substantial state and foreign taxes. “I gave at the office” is an unassailable assertion when made by Berkshire shareholders.Berkshire’s history vividly illustrates the invisible and often unrecognized financial partnership between  government and American businesses. Our tale begins early in 1955, when Berkshire Fine Spinning and Hathaway Manufacturing agreed to merge their businesses. In their requests for shareholder approval, these venerable New England textile companies expressed high hopes for the combination.The Hathaway solicitation, for example, assured its shareholders that “The combination of the resources and managements will result in one of the strongest and most efficient organizations in the textile industry.” That upbeat view was endorsed by the company’s advisor, Lehman Brothers (yes, that Lehman Brothers).I’m sure it was a joyous day in both Fall River (Berkshire) and New Bedford (Hathaway) when the union was consummated. After the bands stopped playing and the bankers went home, however, the shareholders reaped a disaster.In the nine years following the merger, Berkshire’s owners watched the company’s net worth crater from$51.4 million to $22.1 million. In part, this decline was caused by stock repurchases, ill-advised dividends and plant shutdowns. But nine years of effort by many thousands of employees delivered an operating loss as well. Berkshire’s struggles were not unusual: The New England textile industry had silently entered an extended and non-reversible death march.During the nine post-merger years, the U.S. Treasury suffered as well from Berkshire’s troubles. All told, the company paid the government only $337,359 in income tax during that period – a pathetic $100 per day.Early in 1965, things changed. Berkshire installed new management that redeployed available cash and steered essentially all earnings into a variety of good businesses, most of which remained good through the years. Coupling reinvestment of earnings with the power of compounding worked its magic, and shareholders prospered.Berkshire’s owners, it should be noted, were not the only beneficiary of that course correction. Their “silent partner,” the U.S. Treasury, proceeded to collect many tens of billions of dollars from the company in income tax payments. Remember the $100 daily? Now, Berkshire pays roughly $9 million daily to the Treasury.In fairness to our governmental partner, our shareholders should acknowledge – indeed trumpet – the fact that Berkshire’s prosperity has been fostered mightily because the company has operated in America. Our country would have done splendidly in the years since 1965 without Berkshire. Absent our American home, however, Berkshire would never have come close to becoming what it is today. When you see the flag, say thanks.• From an $8.6 million purchase of National Indemnity in 1967, Berkshire has become the world leader in insurance “float” – money we hold and can invest but that does not belong to us. Including a relatively small sum derived from life insurance, Berkshire’s total float has grown from $19 million when we entered the insurance business to $147 billion.So far, this float has cost us less than nothing. Though we have experienced a number of years when insurance losses combined with operating expenses exceeded premiums, overall we have earned a modest 55-year profit from the underwriting activities that generated our float.Of equal importance, float is very sticky. Funds attributable to our insurance operations come and go daily, but their aggregate total is immune from precipitous decline. When it comes to investing float, we can therefore think long-term.If you are not already familiar with the concept of float, I refer you to a long explanation on page A-5. To my surprise, our float increased $9 billion last year, a buildup of value that is important to Berkshire owners though is not reflected in our GAAP (“generally-accepted accounting principles”) presentation of earnings and net worth.Much of our huge value creation in insurance is attributable to Berkshire’s good luck in my 1986 hiring of Ajit Jain. We first met on a Saturday morning, and I quickly asked Ajit what his insurance experience had been. He replied, “None.”I said, “Nobody’s perfect,” and hired him. That was my lucky day: Ajit actually was as perfect a choice as could have been made. Better yet, he continues to be – 35 years later.One final thought about insurance: I believe that it is likely – but far from assured – that Berkshire’s float can be maintained without our incurring a long-term underwriting loss. I am certain, however, that there will be some years when we experience such losses, perhaps involving very large sums.Berkshire is constructed to handle catastrophic events as no other insurer – and that priority will remain long after Charlie and I are gone.Our Four GiantsThrough Berkshire, our shareholders own many dozens of businesses. Some of these, in turn, have a collection of subsidiaries of their own. For example, Marmon has more than 100 individual business operations, ranging from the leasing of railroad cars to the manufacture of medical devices.• Nevertheless, operations of our “Big Four” companies account for a very large chunk of Berkshire’s value. Leading this list is our cluster of insurers. Berkshire effectively owns 100% of this group, whose massive float value we earlier described. The invested assets of these insurers are further enlarged by the extraordinary amount of capital we invest to back up their promises.The insurance business is made to order for Berkshire. The product will never be obsolete, and sales volume will generally increase along with both economic growth and inflation. Also, integrity and capital will forever be important. Our company can and will behave well.There are, of course, other insurers with excellent business models and prospects. Replication of Berkshire’s operation, however, would be almost impossible.• Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our “share” of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud. Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well.• BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire. If the many essential products BNSF carries were instead hauled by truck, America’s carbon emissions would soar.Your railroad had record earnings of $6 billion in 2021. Here, it should be noted, we are talking about the old-fashioned sort of earnings that we favor: a figure calculated after interest, taxes, depreciation, amortization and all forms of compensation. (Our definition suggests a warning: Deceptive “adjustments” to earnings – to use a polite description – have become both more frequent and more fanciful as stocks have risen. Speaking less politely, I would say that bull markets breed bloviated bull )BNSF trains traveled 143 million miles last year and carried 535 million tons of cargo. Both accomplishments far exceed those of any other American carrier. You can be proud of your railroad.• BHE, our final Giant, earned a record $4 billion in 2021. That’s up more than 30-fold from the $122 million earned in 2000, the year that Berkshire first purchased a BHE stake. Now, Berkshire owns 91.1% of the company.BHE’s record of societal accomplishment is as remarkable as its financial performance. The company had no wind or solar generation in 2000. It was then regarded simply as a relatively new and minor participant in the huge electric utility industry. Subsequently, under David Sokol’s and Greg Abel’s leadership, BHE has become a utility powerhouse (no groaning, please) and a leading force in wind, solar and transmission throughout much of the United States.Greg’s report on these accomplishments appears on pages A-3 and A-4. The profile you will find there is not in any way one of those currently-fashionable “green-washing” stories. BHE has been faithfully detailing its plans and performance in renewables and transmissions every year since 2007.To further review this information, visit BHE’s website at brkenergy.com. There, you will see that the company has long been making climate-conscious moves that soak up all of its earnings. More opportunities lie ahead. BHE has the management, the experience, the capital and the appetite for the huge power projects that our country needs.InvestmentsNow let’s talk about companies we don’t control, a list that again references Apple. Below we list our fifteen largest equity holdings, several of which are selections of Berkshire’s two long-time investment managers, Todd Combs and Ted Weschler. At yearend, this valued pair had total authority in respect to $34 billion of investments, many of which do not meet the threshold value we use in the table. Also, a significant portion of the dollars that Todd and Ted manage are lodged in various pension plans of Berkshire-owned businesses, with the assets of these plans not included in this table.* This is our actual purchase price and also our tax basis.** Held by BHE; consequently, Berkshire shareholders have only a 91.1% interest in this position.*** Includes a $10 billion investment in Occidental Petroleum, consisting of preferred stock and warrants to buy common stock, a combination now being valued at $10.7 billion.In addition to the footnoted Occidental holding and our various common-stock positions, Berkshire also owns a 26.6% interest in Kraft Heinz (accounted for on the “equity” method, not market value, and carried at $13.1 billion) and 38.6% of Pilot Corp., a leader in travel centers that had revenues last year of $45 billion.Since we purchased our Pilot stake in 2017, this holding has warranted “equity” accounting treatment. Early in 2023, Berkshire will purchase an additional interest in Pilot that will raise our ownership to 80% and lead to our fully consolidating Pilot’s earnings, assets and liabilities in our financial statements.U.S. Treasury BillsBerkshire’s balance sheet includes $144 billion of cash and cash equivalents (excluding the holdings of BNSF and BHE). Of this sum, $120 billion is held in U.S. Treasury bills, all maturing in less than a year. That stake leaves Berkshire financing about 12 of 1% of the publicly-held national debt.Charlie and I have pledged that Berkshire (along with our subsidiaries other than BNSF and BHE) will always hold more than $30 billion of cash and equivalents. We want your company to be financially impregnable and never dependent on the kindness of strangers (or even that of friends). Both of us like to sleep soundly, and we want our creditors, insurance claimants and you to do so as well.But $144 billion?That imposing sum, I assure you, is not some deranged expression of patriotism. Nor have Charlie and I lost our overwhelming preference for business ownership. Indeed, I first manifested my enthusiasm for that 80 years ago, on March 11, 1942, when I purchased three shares of Cities Services preferred stock. Their cost was $114.75 and required all of my savings. (The Dow Jones Industrial Average that day closed at 99, a fact that should scream to you: Never bet against America.)After my initial plunge, I always kept at least 80% of my net worth in equities. My favored status throughout that period was 100% – and still is. Berkshire’s current 80%-or-so position in businesses is a consequence of my failure to find entire companies or small portions thereof (that is, marketable stocks) which meet our criteria for long- term holding.Charlie and I have endured similar cash-heavy positions from time to time in the past. These periods are never pleasant; they are also never permanent. And, fortunately, we have had a mildly attractive alternative during 2020 and 2021 for deploying capital. Read on.Share RepurchasesThere are three ways that we can increase the value of your investment. The first is always front and center in our minds: Increase the long-term earning power of Berkshire’s controlled businesses through internal growth or by making acquisitions. Today, internal opportunities deliver far better returns than acquisitions. The size of those opportunities, however, is small compared to Berkshire’s resources.Our second choice is to buy non-controlling part-interests in the many good or great businesses that are publicly traded. From time to time, such possibilities are both numerous and blatantly attractive. Today, though, we find little that excites us.That’s largely because of a truism: Long-term interest rates that are low push the prices of all productive investments upward, whether these are stocks, apartments, farms, oil wells, whatever. Other factors influence valuations as well, but interest rates will always be important.Our final path to value creation is to repurchase Berkshire shares. Through that simple act, we increase your share of the many controlled and non-controlled businesses Berkshire owns. When the price/value equation is right, this path is the easiest and most certain way for us to increase your wealth. (Alongside the accretion of value to continuing shareholders, a couple of other parties gain: Repurchases are modestly beneficial to the seller of the repurchased shares and to society as well.)Periodically, as alternative paths become unattractive, repurchases make good sense for Berkshire’s owners. During the past two years, we therefore repurchased 9% of the shares that were outstanding at yearend 2019 for a total cost of $51.7 billion. That expenditure left our continuing shareholders owning about 10% more of all Berkshire businesses, whether these are wholly-owned (such as BNSF and GEICO) or partly-owned (such as Coca-Cola and Moody’s).I want to underscore that for Berkshire repurchases to make sense, our shares must offer appropriate value. We don’t want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire. As of February 23, 2022, since yearend we repurchased additional shares at a cost of $1.2 billion. Our appetite remains large but will always remain price-dependent.It should be noted that Berkshire’s buyback opportunities are limited because of its high-class investor base. If our shares were heavily held by short-term speculators, both price volatility and transaction volumes would materially increase. That kind of reshaping would offer us far greater opportunities for creating value by making repurchases. Nevertheless, Charlie and I far prefer the owners we have, even though their admirable buy-and-keep attitudes limit the extent to which long-term shareholders can profit from opportunistic repurchases.Finally, one easily-overlooked value calculation specific to Berkshire: As we’ve discussed, insurance “float” of the right sort is of great value to us. As it happens, repurchases automatically increase the amount of “float” per share. That figure has increased during the past two years by 25% – going from $79,387 per “A” share to $99,497, a meaningful gain that, as noted, owes some thanks to repurchases.A Wonderful Man and a Wonderful BusinessLast year, Paul Andrews died. Paul was the founder and CEO of TTI, a Fort Worth-based subsidiary of Berkshire. Throughout his life – in both his business and his personal pursuits – Paul quietly displayed all the qualities that Charlie and I admire. His story should be told.In 1971, Paul was working as a purchasing agent for General Dynamics when the roof fell in. After losing a huge defense contract, the company fired thousands of employees, including Paul.With his first child due soon, Paul decided to bet on himself, using $500 of his savings to found Tex-Tronics (later renamed TTI). The company set itself up to distribute small electronic components, and first-year sales totaled $112,000. Today, TTI markets more than one million different items with annual volume of $7.7 billion.But back to 2006: Paul, at 63, then found himself happy with his family, his job, and his associates. But he had one nagging worry, heightened because he had recently witnessed a friend’s early death and the disastrous results that followed for that man’s family and business. What, Paul asked himself in 2006, would happen to the many people depending on him if he should unexpectedly die?For a year, Paul wrestled with his options. Sell to a competitor? From a strictly economic viewpoint, that course made the most sense. After all, competitors could envision lucrative “synergies” – savings that would be achieved as the acquiror slashed duplicated functions at TTI.But . . . Such a purchaser would most certainly also retain its CFO, its legal counsel, its HR unit. Their TTI counterparts would therefore be sent packing. And ugh! If a new distribution center were to be needed, the acquirer’s home city would certainly be favored over Fort Worth.Whatever the financial benefits, Paul quickly concluded that selling to a competitor was not for him. He next considered seeking a financial buyer, a species once labeled – aptly so – a leveraged buyout firm. Paul knew, however, that such a purchaser would be focused on an “exit strategy.” And who could know what that would be? Brooding over it all, Paul found himself having no interest in handing his 35-year-old creation over to a reseller.When Paul met me, he explained why he had eliminated these two alternatives as buyers. He then summed up his dilemma by saying – in far more tactful phrasing than this – “After a year of pondering the alternatives, I want to sell to Berkshire because you are the only guy left.” So, I made an offer and Paul said “Yes.” One meeting; one lunch; one deal.To say we both lived happily ever after is an understatement. When Berkshire purchased TTI, the company employed 2,387. Now the number is 8,043. A large percentage of that growth took place in Fort Worth and environs. Earnings have increased 673%.Annually, I would call Paul and tell him his salary should be substantially increased. Annually, he would tell me, “We can talk about that next year, Warren; I’m too busy now.”When Greg Abel and I attended Paul’s memorial service, we met children, grandchildren, long-time associates (including TTI’s first employee) and John Roach, the former CEO of a Fort Worth company Berkshire had purchased in 2000. John had steered his friend Paul to Omaha, instinctively knowing we would be a match.At the service, Greg and I heard about the multitudes of people and organizations that Paul had silently supported. The breadth of his generosity was extraordinary – geared always to improving the lives of others, particularly those in Fort Worth.In all ways, Paul was a class act.* * * * * * * * * * * *Good luck – occasionally extraordinary luck – has played its part at Berkshire. If Paul and I had not enjoyed a mutual friend – John Roach – TTI would not have found its home with us. But that ample serving of luck was only the beginning. TTI was soon to lead Berkshire to its most important acquisition.Every fall, Berkshire directors gather for a presentation by a few of our executives. We sometimes choose the site based upon the location of a recent acquisition, by that means allowing directors to meet the new subsidiary’s CEO and learn more about the acquiree’s activities.In the fall of 2009, we consequently selected Fort Worth so that we could visit TTI. At that time, BNSF, which also had Fort Worth as its hometown, was the third-largest holding among our marketable equities. Despite that large stake, I had never visited the railroad’s headquarters.Deb Bosanek, my assistant, scheduled our board’s opening dinner for October 22. Meanwhile, I arranged to arrive earlier that day to meet with Matt Rose, CEO of BNSF, whose accomplishments I had long admired. When I made the date, I had no idea that our get-together would coincide with BNSF’s third-quarter earnings report, which was released late on the 22nd.The market reacted badly to the railroad’s results. The Great Recession was in full force in the third quarter, and BNSF’s earnings reflected that slump. The economic outlook was also bleak, and Wall Street wasn’t feeling friendly to railroads – or much else.On the following day, I again got together with Matt and suggested that Berkshire would offer the railroad a better long-term home than it could expect as a public company. I also told him the maximum price that Berkshire would pay.Matt relayed the offer to his directors and advisors. Eleven busy days later, Berkshire and BNSF announced a firm deal. And here I’ll venture a rare prediction: BNSF will be a key asset for Berkshire and our country a century from now.The BNSF acquisition would never have happened if Paul Andrews hadn’t sized up Berkshire as the right home for TTI.ThanksI taught my first investing class 70 years ago. Since then, I have enjoyed working almost every year with students of all ages, finally “retiring” from that pursuit in 2018.Along the way, my toughest audience was my grandson’s fifth-grade class. The 11-year-olds were squirming in their seats and giving me blank stares until I mentioned Coca-Cola and its famous secret formula. Instantly, every hand went up, and I learned that “secrets” are catnip to kids.Teaching, like writing, has helped me develop and clarify my own thoughts. Charlie calls this phenomenon the orangutan effect: If you sit down with an orangutan and carefully explain to it one of your cherished ideas, you may leave behind a puzzled primate, but will yourself exit thinking more clearly.Talking to university students is far superior. I have urged that they seek employment in (1) the field and (2) with the kind of people they would select, if they had no need for money. Economic realities, I acknowledge, may interfere with that kind of search. Even so, I urge the students never to give up the quest, for when they find that sort of job, they will no longer be “working.”Charlie and I, ourselves, followed that liberating course after a few early stumbles. We both started as part- timers at my grandfather’s grocery store, Charlie in 1940 and I in 1942. We were each assigned boring tasks and paid little, definitely not what we had in mind. Charlie later took up law, and I tried selling securities. Job satisfaction continued to elude us.Finally, at Berkshire, we found what we love to do. With very few exceptions, we have now “worked” for many decades with people whom we like and trust. It’s a joy in life to join with managers such as Paul Andrews or the Berkshire families I told you about last year. In our home office, we employ decent and talented people – no jerks. Turnover averages, perhaps, one person per year.I would like, however, to emphasize a further item that turns our jobs into fun and satisfaction workingfor you. There is nothing more rewarding to Charlie and me than enjoying the trust of individual long-term shareholders who, for many decades, have joined us with the expectation that we would be a reliable custodian of their funds.Obviously, we can’t select our owners, as we could do if our form of operation were a partnership. Anyone can buy shares of Berkshire today with the intention of soon reselling them. For sure, we get a few of that type of shareholder, just as we get index funds that own huge amounts of Berkshire simply because they are required to do so.To a truly unusual degree, however, Berkshire has as owners a very large corps of individuals and families that have elected to join us with an intent approaching “til death do us part.” Often, they have trusted us with a large – some might say excessive – portion of their savings.Berkshire, these shareholders would sometimes acknowledge, might be far from the best selection they could have made. But they would add that Berkshire would rank high among those with which they would be most comfortable. And people who are comfortable with their investments will, on average, achieve better results than those who are motivated by ever-changing headlines, chatter and promises.Long-term individual owners are both the “partners” Charlie and I have always sought and the ones we constantly have in mind as we make decisions at Berkshire. To them we say, “It feels good to ‘work’ for you, and you have our thanks for your trust.”The Annual MeetingClear your calendar! Berkshire will have its annual gathering of capitalists in Omaha on Friday, April 29th through Sunday, May 1st. The details regarding the weekend are laid out on pages A-1 and A-2. Omaha eagerly awaits you, as do I.I will end this letter with a sales pitch. “Cousin” Jimmy Buffett has designed a pontoon “party” boat that is now being manufactured by Forest River, a Berkshire subsidiary. The boat will be introduced on April 29 at our Berkshire Bazaar of Bargains. And, for two days only, shareholders will be able to purchase Jimmy’s masterpiece at a 10% discount. Your bargain-hunting chairman will be buying a boat for his family’s use. Join me.February 26, 2022Warren E. Buffett Chairman of the Board","news_type":1,"symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094474996,"gmtCreate":1645230972146,"gmtModify":1676534010582,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094474996","repostId":"1186120039","repostType":4,"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037751570,"gmtCreate":1648188558490,"gmtModify":1676534315103,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037751570","repostId":"2222607229","repostType":4,"repost":{"id":"2222607229","kind":"highlight","pubTimestamp":1648187892,"share":"https://ttm.financial/m/news/2222607229?lang=en_US&edition=fundamental","pubTime":"2022-03-25 13:58","market":"us","language":"en","title":"2 Healthcare Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2222607229","media":"Motley Fool","summary":"These two companies offer products that are always in demand, regardless of economic conditions.","content":"<div>\n<p>It is difficult to know accurately what the world will look like 10 years from now, but some predictions seem relatively safe. Here are just two examples. First, in a decade, equity markets will be up...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/2-healthcare-stocks-you-can-buy-and-hold-for-the-n/\">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>2 Healthcare Stocks You Can Buy and Hold for the Next Decade</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\">\n2 Healthcare Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/24/2-healthcare-stocks-you-can-buy-and-hold-for-the-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is difficult to know accurately what the world will look like 10 years from now, but some predictions seem relatively safe. Here are just two examples. First, in a decade, equity markets will be up...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/2-healthcare-stocks-you-can-buy-and-hold-for-the-n/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INCY":"因塞特医疗","NVO":"诺和诺德"},"source_url":"https://www.fool.com/investing/2022/03/24/2-healthcare-stocks-you-can-buy-and-hold-for-the-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222607229","content_text":"It is difficult to know accurately what the world will look like 10 years from now, but some predictions seem relatively safe. Here are just two examples. First, in a decade, equity markets will be up from their current levels.Second, the need for lifesaving medicines won't have subsided 10 years from today. If these predictions hold, which seems very likely, it might be worth it for investors to add shares of top drugmakers to their portfolios. Let's consider two excellent candidates: Novo Nordisk and Incyte.1. Novo NordiskDenmark-based Novo Nordisk delivered a strong performance last year. The company's net sales for 2021 came in at 140.8 billion Danish Kroner ($20.9 billion), 11% higher than the previous fiscal year. Among the drugmaker's top-performing products, its diabetes lineup continues to do well. Novo Nordisk has been one of the leaders in diabetes care for decades.As of November 2021, it held a 30.1% share of the diabetes care market worldwide, which was higher than the 29.3% slice it had as of November 2020. Some of Novo Nordisk's top-selling medicines include glucagon-like peptide 1 (GLP-1) products Rybelsus and Ozempic. GLP-1 treatments help type 2 diabetes patients produce the optimal amount of insulin.In 2021, sales of Rybelsus jumped 158% year over year (YOY) to 4.8 billion Danish Kroner ($716.7 million). Sales of Ozempic came in at 33.7 billion Danish Kroner ($5 billion), 59% higher than the previous fiscal year.Image source: Getty Images.Meanwhile, Novo Nordisk's obesity medicines Wegovy and Saxenda also performed well with their combined sales increasing by 50% YOY to 8.4 billion Danish Kroner ($1.2 billion). Wegovy was first approved in the U.S. last year and earned marketing authorization in the European Union in January. Expect this medicine to continue growing its sales for many years to come. Novo Nordisk's entire lineup looks promising.The company's net profit for 2021 increased by 13% YOY to 47.8 billion Danish Kroner ($7.1 billion). Given the increase in the percentage of the population with diabetes, the company's products will become even more in demand. In the meantime, it is developing other medicines to remain a leader in this market. The company boasts nearly a dozen pipeline programs in diabetes and obesity, with four of them in phase 3 studies.One of those four is Icodec, a potential once-weekly insulin product for patients with type 2 diabetes. Overall, Novo Nordisk's prospects look bright, given its solid revenue and pipeline, as well as its leadership in the diabetes care market. The company is also an excellent stock to consider for income-seeking investors. For all those reasons, this healthcare stock is an excellent one to buy and hold for the next 10 years.2.IncyteOver the past few years, investors have been worried about Incyte's heavy reliance on its crown jewel, Jakafi, which treats a couple of bone-marrow diseases called myelofibrosis and polycythemia vera. In 2021, the company's product sales from Jakafi came in at $2.13 billion, 10% higher than the year-ago period. Incyte also collects royalty revenue from this medicine from Novartis, which markets it outside the U.S. as Jakavi.In 2021, Incyte collected about $338 million in royalty revenue from Jakavi, 22% higher than fiscal year 2020. Incyte's total revenue from this one product came in at about $2.5 billion and accounted for nearly 83% of Incyte's almost $3 billion top line for the year, which grew by 12% compared to 2020.That's not a trivial amount, but thankfully, Incyte has been looking to rely less on Jakafi. Last year, the company earned approval for Opzelura -- the topical formulation of Jakafi -- in treating atopic dermatitis. And in 2020, Incyte earned approval for two cancer medicines: Pemazyre and Monjuvi.In addition, the company boasts two dozen clinical programs in development. Incyte's newer products should be able to grow their sales in the coming year before Jakafi loses patent exclusivity in 2027, and sales of the therapy start dropping.Opzelura could hit its predicted annual peak sales of $1.5 billion (or roughly half of the company's total revenue for 2021) before then, in addition to newer approvals that should further diversify Incyte's revenue base. Thanks to these developments, Incyte looks to be in a strong position to perform well in the coming decade.","news_type":1,"symbols_score_info":{"INCY":0.9,"NVO":0.9}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037786277,"gmtCreate":1648181791843,"gmtModify":1676534314367,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037786277","repostId":"1150663725","repostType":4,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031112307,"gmtCreate":1646464066748,"gmtModify":1676534132708,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031112307","repostId":"1191742725","repostType":4,"repost":{"id":"1191742725","kind":"news","pubTimestamp":1646437455,"share":"https://ttm.financial/m/news/1191742725?lang=en_US&edition=fundamental","pubTime":"2022-03-05 07:44","market":"us","language":"en","title":"TSLA Stock Starts to Rev Up on Berlin Gigafactory Approval","url":"https://stock-news.laohu8.com/highlight/detail?id=1191742725","media":"InvestorPlace","summary":"Despite general weakness in the market, shares of Tesla(NASDAQ:TSLA) are outperforming both the S&P ","content":"<div>\n<p>Despite general weakness in the market, shares of Tesla(NASDAQ:TSLA) are outperforming both the S&P 500andNasdaq 100today. However, the leading electric vehicle (EV) maker has still lost more than 25%...</p>\n\n<a href=\"https://investorplace.com/2022/03/tsla-stock-starts-to-rev-up-on-berlin-gigafactory-approval/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Stock Starts to Rev Up on Berlin Gigafactory Approval</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\">\nTSLA Stock Starts to Rev Up on Berlin Gigafactory Approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-05 07:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/tsla-stock-starts-to-rev-up-on-berlin-gigafactory-approval/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite general weakness in the market, shares of Tesla(NASDAQ:TSLA) are outperforming both the S&P 500andNasdaq 100today. However, the leading electric vehicle (EV) maker has still lost more than 25%...</p>\n\n<a href=\"https://investorplace.com/2022/03/tsla-stock-starts-to-rev-up-on-berlin-gigafactory-approval/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/03/tsla-stock-starts-to-rev-up-on-berlin-gigafactory-approval/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191742725","content_text":"Despite general weakness in the market, shares of Tesla(NASDAQ:TSLA) are outperforming both the S&P 500andNasdaq 100today. However, the leading electric vehicle (EV) maker has still lost more than 25% of its market capitalization since the start of the year. On the bright side, Tesla announced this morning that it had received conditional approval to commence commercial production for its Brandenburg, Germany, gigafactory.TSLA Stock: Tesla Receives Conditional Gigafactory ApprovalFollowing months of delays, Brandenburg’s state environment office finally gave Tesla a conditional license to begin commercial production. At full capacity, the gigafactory is projected to produce up to500,000 EVs per year. Additionally, Tesla has already hired 3,000 workers to work at the gigafactory.However, investors should note that the license is conditional. What this means is that Tesla must first wait for a “public objection period” and pass other inspection policies before starting production. These inspection policies include checking for air pollution control and water usage. Including the objection period and inspection policies, Tesla must satisfy about 400 conditions before starting production. The EV maker has stated that it plans to satisfy these conditions within two weeks.Tesla’s two-week timeline to satisfy conditions may not come to fruition. This is because the public objection period will remain open for two weeks. Afterward, Brandenburg will accept public comments for one month. However, it does seem like Tesla is in the final stretch of beginning production in Brandenburg.Local Environmental Groups Opposes Tesla GigafactoryOne other potential roadblock in Tesla’s plan comes from local environmental groups and residents who disapprove of the new factory. As one local resident explained, “The local populace here has been told for years to reduce its water use. Then the richest man in the world comes along and gets everything laid out at his feet. … There’s something wrong with the system.”In opposition of the gigafactory, two local Brandenburg environmental groups will engage in an administrative court hearing today. The purpose of the hearing is to discuss the gigafactory’s water usage. The groups claim that the Brandenburg environmental ministry did not conduct sufficient reviews before approving Tesla for a water utility license. Furthermore, the group claims that the gigafactory will use 1.4 million cubic meters of water annually, which will reduce the supply of drinking water to surrounding regions. That amount is enough to supply a 30,000-person town for a year.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031116467,"gmtCreate":1646463978570,"gmtModify":1676534132732,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031116467","repostId":"1123705020","repostType":4,"repost":{"id":"1123705020","kind":"news","pubTimestamp":1646439679,"share":"https://ttm.financial/m/news/1123705020?lang=en_US&edition=fundamental","pubTime":"2022-03-05 08:21","market":"us","language":"en","title":"US IPO Week Ahead: Market Slowdown Continues with No IPOs Scheduled","url":"https://stock-news.laohu8.com/highlight/detail?id=1123705020","media":"Renaissance Capital","summary":"No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar","content":"<html><head></head><body><p>No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.</p><p>The typical February lull was quieter than expected, with few large filings and no launches after Presidents’ Day in light of the repercussions of war in Europe. There are a number of large issuers waiting in the pipeline once the IPO market becomes more amenable, led by Bausch Health spin-off <b>Bausch + Lomb</b>(BLCO) and Greek yogurt brand <b>Chobani</b>(CHO), which aims to be the latest public benefit corp to go public.</p></body></html>","source":"lsy1603787993745","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>US IPO Week Ahead: Market Slowdown Continues with No IPOs Scheduled</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\">\nUS IPO Week Ahead: Market Slowdown Continues with No IPOs Scheduled\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-05 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/91318/US-IPO-Week-Ahead-Market-slowdown-continues-with-no-IPOs-scheduled><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.The typical February lull was quieter than expected, with few large filings and no ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/91318/US-IPO-Week-Ahead-Market-slowdown-continues-with-no-IPOs-scheduled\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/91318/US-IPO-Week-Ahead-Market-slowdown-continues-with-no-IPOs-scheduled","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123705020","content_text":"No IPOs are currently scheduled to price in the week ahead, though a few SPACs may join the calendar during the week.The typical February lull was quieter than expected, with few large filings and no launches after Presidents’ Day in light of the repercussions of war in Europe. There are a number of large issuers waiting in the pipeline once the IPO market becomes more amenable, led by Bausch Health spin-off Bausch + Lomb(BLCO) and Greek yogurt brand Chobani(CHO), which aims to be the latest public benefit corp to go public.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011307069,"gmtCreate":1648814093857,"gmtModify":1676534403023,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"Fb[Like]&nbsp;","listText":"Fb[Like]&nbsp;","text":"Fb[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011307069","repostId":"2224348614","repostType":4,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031495353,"gmtCreate":1646632857930,"gmtModify":1676534145460,"author":{"id":"4091415616262270","authorId":"4091415616262270","name":"kaeni","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091415616262270","authorIdStr":"4091415616262270"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031495353","repostId":"1162652532","repostType":4,"repost":{"id":"1162652532","kind":"news","pubTimestamp":1646632163,"share":"https://ttm.financial/m/news/1162652532?lang=en_US&edition=fundamental","pubTime":"2022-03-07 13:49","market":"other","language":"en","title":"92 Energy (ASX:92E) Intersects Elevated Radioactivity at Uranium Discovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1162652532","media":"themarketherald","summary":"92 Energy (92E) has intersected elevated radioactivity in the first three drill holes at the Gemini ","content":"<html><head></head><body><p>92 Energy (92E) has intersected elevated radioactivity in the first three drill holes at the Gemini Mineralised Zone (GMZ) within the Gemini uranium project in Canada.</p><p>The company began its winter 2022 drilling program in January to test the extent of uranium mineralisation at the project, with a particular focus on the GMZ discovery which was made in September last year.</p><p>The Gemini Project is located 27 kilometres southeast of the McArthur River uranium mine which is one of the largest and highest-grade uranium deposits in the world.</p><p>So far, the company has completed four holes at the GMZ, with all four (including the initial discovery hole GEM-004) intersecting elevated radioactivity.</p><p>Holes GEM22-005, GEM22-006 and GEM22-008 all intersected elevated radioactivity, which has now been defined over an 84-metre length across strike.</p><p>According to the company, the most ‘intense’ radioactivity encountered in the winter 2022 program was found in GEM22-006, which cut 14 metres of composite elevated radioactivity with a maximum reading of 2230 counts per second (cps) on a handheld RS-121 scintillometer.</p><p>The energy stock said all four completed holes in this program are associated with a strong and broad zone of clay, hematite and quartz alteration, with common fault breccias and other structures.</p><p>92 Energy’s drilling program is ongoing at the Gemini Project with 5500 metres of drilling still to be completed.</p><p>Company shares were up 4.81 per cent to trade at 54.5 cents at 12:45 pm AEDT.</p></body></html>","source":"lsy1645077863021","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>92 Energy (ASX:92E) Intersects Elevated Radioactivity at Uranium Discovery</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; 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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\">\n92 Energy (ASX:92E) Intersects Elevated Radioactivity at Uranium Discovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 13:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://themarketherald.com.au/92-energy-asx92e-intersects-elevated-radioactivity-at-uranium-discovery-2022-03-07/><strong>themarketherald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>92 Energy (92E) has intersected elevated radioactivity in the first three drill holes at the Gemini Mineralised Zone (GMZ) within the Gemini uranium project in Canada.The company began its winter 2022...</p>\n\n<a href=\"https://themarketherald.com.au/92-energy-asx92e-intersects-elevated-radioactivity-at-uranium-discovery-2022-03-07/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"92E.AU":"Energy Ltd"},"source_url":"https://themarketherald.com.au/92-energy-asx92e-intersects-elevated-radioactivity-at-uranium-discovery-2022-03-07/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162652532","content_text":"92 Energy (92E) has intersected elevated radioactivity in the first three drill holes at the Gemini Mineralised Zone (GMZ) within the Gemini uranium project in Canada.The company began its winter 2022 drilling program in January to test the extent of uranium mineralisation at the project, with a particular focus on the GMZ discovery which was made in September last year.The Gemini Project is located 27 kilometres southeast of the McArthur River uranium mine which is one of the largest and highest-grade uranium deposits in the world.So far, the company has completed four holes at the GMZ, with all four (including the initial discovery hole GEM-004) intersecting elevated radioactivity.Holes GEM22-005, GEM22-006 and GEM22-008 all intersected elevated radioactivity, which has now been defined over an 84-metre length across strike.According to the company, the most ‘intense’ radioactivity encountered in the winter 2022 program was found in GEM22-006, which cut 14 metres of composite elevated radioactivity with a maximum reading of 2230 counts per second (cps) on a handheld RS-121 scintillometer.The energy stock said all four completed holes in this program are associated with a strong and broad zone of clay, hematite and quartz alteration, with common fault breccias and other structures.92 Energy’s drilling program is ongoing at the Gemini Project with 5500 metres of drilling still to be completed.Company shares were up 4.81 per cent to trade at 54.5 cents at 12:45 pm AEDT.","news_type":1,"symbols_score_info":{"92E.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}