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Mr Bull

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2023-07-09

It will cross that target next week itself as the upcoming results will keepbthe momentumgoing..

Analyst: Tesla Stock Could Hit $300

2024-03-30

Great work team! Keep it going ..

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2023-05-13

It's already happening, as the stock was steady amidst of fall in nasdaq.

Google I/O Demos Mind-Blowing AI Capabilities

2023-03-29

Good 👍🏻

A Bull Market Is Coming: 3 Supercharged Growth Stocks to Buy at a Discount

2024-03-25

It will impact the share price of AMD & Intel for short term.. but AMD CEO earlier said they don't have much exposure to Chinese market..

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2023-11-10

such analyst simply create panic in retail investers and accumulate the stocks in parallel

Tesla Stock Can Drop 34%? Here Is Why the Analyst Say That

2023-03-29

Ok

8 Stocks Run By Billionaires That Could Potentially Trump The Market

2024-01-22

Agree!

Tesla: Sell-Off Likely To Accelerate On Weak Q4 Reporting

2023-03-30

Super!

Alibaba’s $20 Billion Logistics Arm Gears Up for Hong Kong IPO

2024-10-30

Good opportunity to accumulate. missing the numbers is not due to non- performance.

Eli Lilly Misses Third-Quarter Profit Amid Soaring Demand for Weight-Loss Drug

2024-04-10

Market should not be so sensitive to this news.. and overreacting!!

Sorry, the original content has been removed

2023-03-29

Is it good or bad for share holders? Although share is rebounded yesterday, it will sustain only if the changes are good for fundamentals.

For Alibaba, Six Is Bigger Than One -- And a Smaller Target

2024-03-17

Hope it will help the share price to reverse!

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2024-01-26

Let's wait for the reversal first.

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2024-01-04

Nvidia is still front runner for AI & crypto.. they are into cloud segment too.. their order book Is really outstanding.. just that AMD is trying to catch up & secure some of their market share.

Analyst Sees 15% Downside Risk for Nvidia Stock As AI Hits "Trough of Disillusionment"

2023-11-12

$Tesla Motors(TSLA)$ any dip is absolutely an oppertunity to buy & sit tight. Cybertruck & AI revenue on the store soon..

2023-07-14

After the downgrade by analyst, stock soared more than 20%..

Coinbase Global Stock Cut to Underweight on Barclays Amid Weak Volume

2023-03-28

👍🏻

Is AMD Stock a Buy?

Go to Tiger App to see more news

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Wednesday, even as demand for its weight-loss drug soared, hurt by higher manufacturing and acquisition-related costs.</p><p>The company earned $1.18 per share on an adjusted basis for the quarter ended Sept.30, compared with analysts&#39; average estimate of $1.47, according to LSEG data.</p><p>The shares plunged 10% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f9f79949672815489a6952a8ea54f02\" tg-width=\"538\" tg-height=\"160\"/></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>Eli Lilly Misses Third-Quarter Profit Amid Soaring Demand for Weight-Loss Drug</title>\n<style 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}\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\">\nEli Lilly Misses Third-Quarter Profit Amid Soaring Demand for Weight-Loss Drug\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006801671\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TH-Reuters </p>\n<p class=\"h-time\">2024-10-30 18:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 30 (Reuters) - Eli Lilly missed Wall Street estimates for third-quarter profit on Wednesday, even as demand for its weight-loss drug soared, hurt by higher manufacturing and acquisition-related costs.</p><p>The company earned $1.18 per share on an adjusted basis for the quarter ended Sept.30, compared with analysts&#39; average estimate of $1.47, according to LSEG data.</p><p>The shares plunged 10% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f9f79949672815489a6952a8ea54f02\" tg-width=\"538\" tg-height=\"160\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100174443","content_text":"Oct 30 (Reuters) - Eli Lilly missed Wall Street estimates for third-quarter profit on Wednesday, even as demand for its weight-loss drug soared, hurt by higher manufacturing and acquisition-related costs.The company earned $1.18 per share on an adjusted basis for the quarter ended Sept.30, compared with analysts' average estimate of $1.47, according to LSEG data.The shares plunged 10% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293772091371680,"gmtCreate":1712753160575,"gmtModify":1712753165600,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Market should not be so sensitive to&nbsp;this news.. and overreacting!!","listText":"Market should not be so sensitive to&nbsp;this news.. and overreacting!!","text":"Market should not be so sensitive to this news.. and overreacting!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293772091371680","repostId":"1198898814","repostType":2,"repost":{"id":"1198898814","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":1712752619,"share":"https://ttm.financial/m/news/1198898814?lang=&edition=fundamental","pubTime":"2024-04-10 20:36","market":"us","language":"en","title":"Pre-Bell | 10-Year Yield Jumps Above 4.5% While Nasdaq Futures Drop Over 1% After CPI Tops Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1198898814","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Wednesday in the lead up to a crucial inflation reading that could influence the Federal Reserve's monetary policy path this year.Market SnapshotAt 7:50 a.m. E","content":"<html><head></head><body><p>U.S. stock index futures fell on Wednesday after hotter-than-expected inflation report.</p><p>The CPI, a broad measure of goods and services costs across the economy, rose 0.4% for the month, putting the 12-month inflation rate at 3.5%. Economists surveyed by Dow Jones had been looking for a 0.3% gain and a 3.4% year-over-year level.</p><p style=\"text-align: start;\">Excluding volatile food and energy components, core CPI also accelerated 0.4% on a monthly basis while rising 3.8% from a year ago, compared to respective estimates for 0.3% and 3.7%.</p><h2 id=\"id_745738164\">Market Snapshot</h2><p>At 8:35 a.m. ET, Dow e-minis were down 439 points, or 1.12%, S&amp;P 500 e-minis were down 68 points, or 1.29%, and Nasdaq 100 e-minis were down 259.25 points, or 1.41%.</p><p>The yield on the 10-year Treasury was last higher by more than 14 basis points at 4.507%. The yield on the 2-year Treasury was last at 4.941% after climbing more than 19 basis points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8703768f090e163d1b51426ba39fd757\" title=\"\" tg-width=\"439\" tg-height=\"241\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/312edef8db7ba8dc704f9c41c98b95a8\" tg-width=\"523\" tg-height=\"133\"/></p><h2 id=\"id_3015942686\">Pre-Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> was down 1% in premarket trading. Shares of the maker of chips used in artificial-intelligence applications declined 2% on Tuesday and entered a correction, which is defined as a pullback of at least 10% from a recent high. Nvidia shares have fallen five of the past six trading sessions but remain up 72% in 2024.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> topped first-quarter earnings expectations and reported record revenue. The carrier said it expects second-quarter profit of $2.20 to $2.50 a share, compared with analysts’ estimates of $2.22. Shares of Delta were rising 4.8%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> shares traded in the U.S. were up 3.2%. The Chinese e-commerce giant’s co-founder, Jack Ma, issued a long internal memo to employees that praised Alibaba’s current leadership, acknowledged past mistakes, and struck an optimistic tone on the company’s future growth.</p><p style=\"text-align: start;\">U.S.-listed shares of <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> rose 1.09% as the company, a major supplier to Nvidia and Apple, said revenue in the January to March quarter rose 16.5% from a year earlier to NT$592.64 billion. Taiwan Semiconductor said the revenue jump was the most in any previous quarter since 2022.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng</a>’s U.S.-listed shares rose 2.6%. Xpeng has reached an agreement with a distributor to offer its electric vehicle (EV) models in Hong Kong as it expands its international presence. The EV maker signed a deal with Malaysia&#39;s Sime Darby Group on April 9 at its headquarters in Guangzhou, Guangdong province, authorizing the latter to be Xpeng&#39;s official distributor for the Hong Kong market, according to a press release today.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PSMT\">PriceSmart</a>, the operator of international warehouse club stores, reported a 13% jump in fiscal second-quarter revenue to $1.29 billion. Comparable net merchandise sales rose 8.8% in the period. The stock rose 4.6% in premarket trading.</p><p style=\"text-align: start;\">Fiscal second-quarter profit at household-products company <a href=\"https://laohu8.com/S/WDFC\">WD-40</a> fell from a year earlier but global net sales rose 7%. Sales rose just 1% in the Americas—which accounted for 46% of total net sales in the second quarter—but jumped 16% in Europe, India, the Middle East and Africa. WD-40 raised its fiscal-year earnings guidance, saying it now sees profit in the range of $5 to $5.30 a share, compared with prior guidance of between $4.78 and $5.15. Shares fell 2.6%.</p><h2 id=\"id_1056742210\">Market News</h2><h3 id=\"id_2582956584\">Apple’s India iPhone Output Hits $14 Billion in Pivot From China</h3><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> assembled $14 billion of iPhones in India last fiscal year, doubling production in a sign it’s accelerating a push to diversify beyond China.</p><p style=\"text-align: start;\">The US tech giant now makes as much as 14% or about 1 in 7 of its marquee devices from India, people familiar with the matter said, declining to be named as the information isn’t public.</p><h3 id=\"id_145091690\">Microsoft and NetEase to Re-Launch Warcraft Game in China, Ending Feud</h3><p>Chinese video games giant <a href=\"https://laohu8.com/S/NTES\">NetEase</a> said it is working with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> to bring popular games including &#34;World of Warcraft&#34; back to the country after a public fallout that ended a decade-long partnership in 2023.</p><p>The two companies said in press release on Wednesday that they are working to bring games developed by Blizzard Entertainment, a subsidiary of U.S. gaming giant Activision Blizzard which Microsoft acquired last year, back to the world&#39;s second-largest economy, starting this summer. NetEase was the publisher of Blizzard&#39;s games in China from 2008 to 2023.</p><h3 id=\"id_396872543\">Fed&#39;s Bostic Still Expects 1 Rate Cut in 2024 but Doesn&#39;t Rule Out 0 Or 2</h3><p>Atlanta Fed president Raphael Bostic still expects one rate cut in 2024, but is not ruling out the possibility of two or zero depending on the direction of the US economy and inflation.</p><p style=\"text-align: start;\">&#34;At this point, I think it&#39;s one. But as months pass, I may move to two or I might move to zero and we&#39;ll just have to see where the chips fall,&#34; Bostic, a voting member of the Fed&#39;s interest-rate setting committee, said Tuesday.</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>Pre-Bell | 10-Year Yield Jumps Above 4.5% While Nasdaq Futures Drop Over 1% After CPI Tops Estimates</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\">\nPre-Bell | 10-Year Yield Jumps Above 4.5% While Nasdaq Futures Drop Over 1% After CPI Tops Estimates\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\">2024-04-10 20:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures fell on Wednesday after hotter-than-expected inflation report.</p><p>The CPI, a broad measure of goods and services costs across the economy, rose 0.4% for the month, putting the 12-month inflation rate at 3.5%. Economists surveyed by Dow Jones had been looking for a 0.3% gain and a 3.4% year-over-year level.</p><p style=\"text-align: start;\">Excluding volatile food and energy components, core CPI also accelerated 0.4% on a monthly basis while rising 3.8% from a year ago, compared to respective estimates for 0.3% and 3.7%.</p><h2 id=\"id_745738164\">Market Snapshot</h2><p>At 8:35 a.m. ET, Dow e-minis were down 439 points, or 1.12%, S&amp;P 500 e-minis were down 68 points, or 1.29%, and Nasdaq 100 e-minis were down 259.25 points, or 1.41%.</p><p>The yield on the 10-year Treasury was last higher by more than 14 basis points at 4.507%. The yield on the 2-year Treasury was last at 4.941% after climbing more than 19 basis points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8703768f090e163d1b51426ba39fd757\" title=\"\" tg-width=\"439\" tg-height=\"241\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/312edef8db7ba8dc704f9c41c98b95a8\" tg-width=\"523\" tg-height=\"133\"/></p><h2 id=\"id_3015942686\">Pre-Market Movers</h2><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> was down 1% in premarket trading. Shares of the maker of chips used in artificial-intelligence applications declined 2% on Tuesday and entered a correction, which is defined as a pullback of at least 10% from a recent high. Nvidia shares have fallen five of the past six trading sessions but remain up 72% in 2024.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> topped first-quarter earnings expectations and reported record revenue. The carrier said it expects second-quarter profit of $2.20 to $2.50 a share, compared with analysts’ estimates of $2.22. Shares of Delta were rising 4.8%.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> shares traded in the U.S. were up 3.2%. The Chinese e-commerce giant’s co-founder, Jack Ma, issued a long internal memo to employees that praised Alibaba’s current leadership, acknowledged past mistakes, and struck an optimistic tone on the company’s future growth.</p><p style=\"text-align: start;\">U.S.-listed shares of <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> rose 1.09% as the company, a major supplier to Nvidia and Apple, said revenue in the January to March quarter rose 16.5% from a year earlier to NT$592.64 billion. Taiwan Semiconductor said the revenue jump was the most in any previous quarter since 2022.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng</a>’s U.S.-listed shares rose 2.6%. Xpeng has reached an agreement with a distributor to offer its electric vehicle (EV) models in Hong Kong as it expands its international presence. The EV maker signed a deal with Malaysia&#39;s Sime Darby Group on April 9 at its headquarters in Guangzhou, Guangdong province, authorizing the latter to be Xpeng&#39;s official distributor for the Hong Kong market, according to a press release today.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PSMT\">PriceSmart</a>, the operator of international warehouse club stores, reported a 13% jump in fiscal second-quarter revenue to $1.29 billion. Comparable net merchandise sales rose 8.8% in the period. The stock rose 4.6% in premarket trading.</p><p style=\"text-align: start;\">Fiscal second-quarter profit at household-products company <a href=\"https://laohu8.com/S/WDFC\">WD-40</a> fell from a year earlier but global net sales rose 7%. Sales rose just 1% in the Americas—which accounted for 46% of total net sales in the second quarter—but jumped 16% in Europe, India, the Middle East and Africa. WD-40 raised its fiscal-year earnings guidance, saying it now sees profit in the range of $5 to $5.30 a share, compared with prior guidance of between $4.78 and $5.15. Shares fell 2.6%.</p><h2 id=\"id_1056742210\">Market News</h2><h3 id=\"id_2582956584\">Apple’s India iPhone Output Hits $14 Billion in Pivot From China</h3><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> assembled $14 billion of iPhones in India last fiscal year, doubling production in a sign it’s accelerating a push to diversify beyond China.</p><p style=\"text-align: start;\">The US tech giant now makes as much as 14% or about 1 in 7 of its marquee devices from India, people familiar with the matter said, declining to be named as the information isn’t public.</p><h3 id=\"id_145091690\">Microsoft and NetEase to Re-Launch Warcraft Game in China, Ending Feud</h3><p>Chinese video games giant <a href=\"https://laohu8.com/S/NTES\">NetEase</a> said it is working with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> to bring popular games including &#34;World of Warcraft&#34; back to the country after a public fallout that ended a decade-long partnership in 2023.</p><p>The two companies said in press release on Wednesday that they are working to bring games developed by Blizzard Entertainment, a subsidiary of U.S. gaming giant Activision Blizzard which Microsoft acquired last year, back to the world&#39;s second-largest economy, starting this summer. NetEase was the publisher of Blizzard&#39;s games in China from 2008 to 2023.</p><h3 id=\"id_396872543\">Fed&#39;s Bostic Still Expects 1 Rate Cut in 2024 but Doesn&#39;t Rule Out 0 Or 2</h3><p>Atlanta Fed president Raphael Bostic still expects one rate cut in 2024, but is not ruling out the possibility of two or zero depending on the direction of the US economy and inflation.</p><p style=\"text-align: start;\">&#34;At this point, I think it&#39;s one. But as months pass, I may move to two or I might move to zero and we&#39;ll just have to see where the chips fall,&#34; Bostic, a voting member of the Fed&#39;s interest-rate setting committee, said Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198898814","content_text":"U.S. stock index futures fell on Wednesday after hotter-than-expected inflation report.The CPI, a broad measure of goods and services costs across the economy, rose 0.4% for the month, putting the 12-month inflation rate at 3.5%. Economists surveyed by Dow Jones had been looking for a 0.3% gain and a 3.4% year-over-year level.Excluding volatile food and energy components, core CPI also accelerated 0.4% on a monthly basis while rising 3.8% from a year ago, compared to respective estimates for 0.3% and 3.7%.Market SnapshotAt 8:35 a.m. ET, Dow e-minis were down 439 points, or 1.12%, S&P 500 e-minis were down 68 points, or 1.29%, and Nasdaq 100 e-minis were down 259.25 points, or 1.41%.The yield on the 10-year Treasury was last higher by more than 14 basis points at 4.507%. The yield on the 2-year Treasury was last at 4.941% after climbing more than 19 basis points.Pre-Market MoversNvidia was down 1% in premarket trading. Shares of the maker of chips used in artificial-intelligence applications declined 2% on Tuesday and entered a correction, which is defined as a pullback of at least 10% from a recent high. Nvidia shares have fallen five of the past six trading sessions but remain up 72% in 2024.Delta Air Lines topped first-quarter earnings expectations and reported record revenue. The carrier said it expects second-quarter profit of $2.20 to $2.50 a share, compared with analysts’ estimates of $2.22. Shares of Delta were rising 4.8%.Alibaba shares traded in the U.S. were up 3.2%. The Chinese e-commerce giant’s co-founder, Jack Ma, issued a long internal memo to employees that praised Alibaba’s current leadership, acknowledged past mistakes, and struck an optimistic tone on the company’s future growth.U.S.-listed shares of Taiwan Semiconductor Manufacturing rose 1.09% as the company, a major supplier to Nvidia and Apple, said revenue in the January to March quarter rose 16.5% from a year earlier to NT$592.64 billion. Taiwan Semiconductor said the revenue jump was the most in any previous quarter since 2022.XPeng’s U.S.-listed shares rose 2.6%. Xpeng has reached an agreement with a distributor to offer its electric vehicle (EV) models in Hong Kong as it expands its international presence. The EV maker signed a deal with Malaysia's Sime Darby Group on April 9 at its headquarters in Guangzhou, Guangdong province, authorizing the latter to be Xpeng's official distributor for the Hong Kong market, according to a press release today.PriceSmart, the operator of international warehouse club stores, reported a 13% jump in fiscal second-quarter revenue to $1.29 billion. Comparable net merchandise sales rose 8.8% in the period. The stock rose 4.6% in premarket trading.Fiscal second-quarter profit at household-products company WD-40 fell from a year earlier but global net sales rose 7%. Sales rose just 1% in the Americas—which accounted for 46% of total net sales in the second quarter—but jumped 16% in Europe, India, the Middle East and Africa. WD-40 raised its fiscal-year earnings guidance, saying it now sees profit in the range of $5 to $5.30 a share, compared with prior guidance of between $4.78 and $5.15. Shares fell 2.6%.Market NewsApple’s India iPhone Output Hits $14 Billion in Pivot From ChinaApple Inc. assembled $14 billion of iPhones in India last fiscal year, doubling production in a sign it’s accelerating a push to diversify beyond China.The US tech giant now makes as much as 14% or about 1 in 7 of its marquee devices from India, people familiar with the matter said, declining to be named as the information isn’t public.Microsoft and NetEase to Re-Launch Warcraft Game in China, Ending FeudChinese video games giant NetEase said it is working with Microsoft to bring popular games including \"World of Warcraft\" back to the country after a public fallout that ended a decade-long partnership in 2023.The two companies said in press release on Wednesday that they are working to bring games developed by Blizzard Entertainment, a subsidiary of U.S. gaming giant Activision Blizzard which Microsoft acquired last year, back to the world's second-largest economy, starting this summer. NetEase was the publisher of Blizzard's games in China from 2008 to 2023.Fed's Bostic Still Expects 1 Rate Cut in 2024 but Doesn't Rule Out 0 Or 2Atlanta Fed president Raphael Bostic still expects one rate cut in 2024, but is not ruling out the possibility of two or zero depending on the direction of the US economy and inflation.\"At this point, I think it's one. But as months pass, I may move to two or I might move to zero and we'll just have to see where the chips fall,\" Bostic, a voting member of the Fed's interest-rate setting committee, said Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289941495779576,"gmtCreate":1711793143361,"gmtModify":1711793146800,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Great work team! Keep it going ..","listText":"Great work team! Keep it going ..","text":"Great work team! Keep it going ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289941495779576","repostId":"1111063930","repostType":2,"repost":{"id":"1111063930","kind":"news","pubTimestamp":1711789640,"share":"https://ttm.financial/m/news/1111063930?lang=&edition=fundamental","pubTime":"2024-03-30 17:07","market":"us","language":"en","title":"Tesla Celebrates 6 Million Vehicle Production Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=1111063930","media":"Teslarati","summary":"Tesla has announced that it has reached a cumulative production of 6 million vehicles. That’s an amazing achievement for a young carmaker that has so far only offered a handful of premium electric cars to consumers since its earliest days.The electric vehicle maker announced the milestone in a post on social media platform X. As could be seen from the short video clip posted by Tesla, the company’s 6 millionth vehicle is a Stealth Gray Tesla Model Y produced at the Fremont Factory. The vehicle w","content":"<html><head></head><body><p>Tesla has announced that it has reached a cumulative production of 6 million vehicles. That’s an amazing achievement for a young carmaker that has so far only offered a handful of premium electric cars to consumers since its earliest days. </p><p style=\"text-align: start;\">The electric vehicle maker announced the milestone in a post on social media platform X. As could be seen from the short video clip posted by Tesla, the company’s 6 millionth vehicle is a Stealth Gray Tesla Model Y produced at the Fremont Factory. The vehicle was surrounded by a group of Tesla employees who were celebrating the milestone. </p><p>Tesla thanked its customers over the years in its commemorative post. “Produced our 6 millionth car! Thank you to our owners &amp; teams around the world for your support &amp; hard work—it truly matters,” the electric vehicle maker wrote in its X post. </p><p>Tesla CEO Elon Musk celebrated the milestone in a post on X. “Congrats Tesla Team!” Musk wrote. </p><p>Tesla Vice President of Finance Sendil Palani provided some background on Tesla’s milestone. “After our initial ~2,400 vehicles (original Roadster, hand-assembled in the back of our Sales/Service location in Menlo Park, CA over five years), the Fremont factory was the site of our first ‘high volume’ product, the Model S. It launched at an aspirational capacity of 20,000 vehicles *per year*. Nice to celebrate our 6 millionth car pictured back where it all began,” the Tesla executive wrote. </p><p>What is particularly impressive about Tesla’s recent post is the fact that the company just announced a similar milestone about 6.5 months ago. In mid-September 2023, Tesla revealed that it had produced its 5 millionth car. And in early March 2023, Tesla announced on X, that it had produced its 4 millionth vehicle at Giga Texas. </p><p>Tesla’s production milestones show that the company has truly become a mainstream automaker that can stand toe-to-toe with the best in the electric vehicle sector. As per Tesla watchers, Tesla took a whole 12 years to produce 1 million vehicles. The 2 million-vehicle mark took 15 months, and hitting 3 million vehicles only took 10 months. </p></body></html>","source":"lsy1629091926461","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Celebrates 6 Million Vehicle Production Milestone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Celebrates 6 Million Vehicle Production Milestone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-30 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.teslarati.com/tesla-6-million-vehicle-production-achieved/><strong>Teslarati</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has announced that it has reached a cumulative production of 6 million vehicles. That’s an amazing achievement for a young carmaker that has so far only offered a handful of premium electric ...</p>\n\n<a href=\"https://www.teslarati.com/tesla-6-million-vehicle-production-achieved/\">Web 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://www.teslarati.com/tesla-6-million-vehicle-production-achieved/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111063930","content_text":"Tesla has announced that it has reached a cumulative production of 6 million vehicles. That’s an amazing achievement for a young carmaker that has so far only offered a handful of premium electric cars to consumers since its earliest days. The electric vehicle maker announced the milestone in a post on social media platform X. As could be seen from the short video clip posted by Tesla, the company’s 6 millionth vehicle is a Stealth Gray Tesla Model Y produced at the Fremont Factory. The vehicle was surrounded by a group of Tesla employees who were celebrating the milestone. Tesla thanked its customers over the years in its commemorative post. “Produced our 6 millionth car! Thank you to our owners & teams around the world for your support & hard work—it truly matters,” the electric vehicle maker wrote in its X post. Tesla CEO Elon Musk celebrated the milestone in a post on X. “Congrats Tesla Team!” Musk wrote. Tesla Vice President of Finance Sendil Palani provided some background on Tesla’s milestone. “After our initial ~2,400 vehicles (original Roadster, hand-assembled in the back of our Sales/Service location in Menlo Park, CA over five years), the Fremont factory was the site of our first ‘high volume’ product, the Model S. It launched at an aspirational capacity of 20,000 vehicles *per year*. Nice to celebrate our 6 millionth car pictured back where it all began,” the Tesla executive wrote. What is particularly impressive about Tesla’s recent post is the fact that the company just announced a similar milestone about 6.5 months ago. In mid-September 2023, Tesla revealed that it had produced its 5 millionth car. And in early March 2023, Tesla announced on X, that it had produced its 4 millionth vehicle at Giga Texas. Tesla’s production milestones show that the company has truly become a mainstream automaker that can stand toe-to-toe with the best in the electric vehicle sector. As per Tesla watchers, Tesla took a whole 12 years to produce 1 million vehicles. The 2 million-vehicle mark took 15 months, and hitting 3 million vehicles only took 10 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":287956174221408,"gmtCreate":1711324491768,"gmtModify":1711330902966,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"It will impact the share price of AMD &amp; Intel for short term.. but AMD CEO earlier said they don't have much exposure to&nbsp;Chinese market..","listText":"It will impact the share price of AMD &amp; Intel for short term.. but AMD CEO earlier said they don't have much exposure to&nbsp;Chinese market..","text":"It will impact the share price of AMD & Intel for short term.. but AMD CEO earlier said they don't have much exposure to Chinese market..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287956174221408","repostId":"2421374905","repostType":2,"repost":{"id":"2421374905","kind":"highlight","pubTimestamp":1711322892,"share":"https://ttm.financial/m/news/2421374905?lang=&edition=fundamental","pubTime":"2024-03-25 07:28","market":"us","language":"en","title":"China Said to Block Use of Intel, AMD Chips in Government Computers","url":"https://stock-news.laohu8.com/highlight/detail?id=2421374905","media":"seekingalpha","summary":"China adopted guidelines to halt the use of U.S.-made microprocessors from Intel  and AMD  in government servers and personal computers, the Financial Times reported on Sunday. The guidance also seeks to cut usage of Microsoft's Windows operating system and foreign-made database software, replacing both with domestic alternatives, the report said. Chinese officials have begun following the guidelines, first introduced in December. The rules required government agencies above the township level to include criteria requiring \"safe and reliable\" processors and operating systems when making purchases, the newspaper said.  Microsoft  and Intel  declined to comment to the Financial Times, while AMD  didn’t immediately respond to a request for comment. China for years has worked to eliminate key foreign-made technology from sensitive operations. The country in 2022 ordered central government agencies and state-backed companies to replace foreign brands of personal computers with domestic offe","content":"<html><head></head><body><p>China adopted guidelines to halt the use of U.S.-made microprocessors from Intel and AMD in government servers and personal computers, the Financial Times reported on Sunday.</p><p>The guidance also seeks to cut usage of Microsoft&#39;s Windows operating system and foreign-made database software, replacing both with domestic alternatives, the report said.</p><p>Chinese officials have begun following the guidelines, first introduced in December. The rules required government agencies above the township level to include criteria requiring &#34;safe and reliable&#34; processors and operating systems when making purchases, the newspaper said.</p><p>Microsoft and Intel declined to comment to the Financial Times, while AMD didn’t immediately respond to a request for comment.</p></body></html>","source":"seekingalpha","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>China Said to Block Use of Intel, AMD Chips in Government Computers</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\">\nChina Said to Block Use of Intel, AMD Chips in Government Computers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-25 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4083082-china-said-to-block-use-of-intel-amd-chips-in-government-computers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China adopted guidelines to halt the use of U.S.-made microprocessors from Intel and AMD in government servers and personal computers, the Financial Times reported on Sunday.The guidance also seeks to...</p>\n\n<a href=\"https://seekingalpha.com/news/4083082-china-said-to-block-use-of-intel-amd-chips-in-government-computers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/4083082-china-said-to-block-use-of-intel-amd-chips-in-government-computers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2421374905","content_text":"China adopted guidelines to halt the use of U.S.-made microprocessors from Intel and AMD in government servers and personal computers, the Financial Times reported on Sunday.The guidance also seeks to cut usage of Microsoft's Windows operating system and foreign-made database software, replacing both with domestic alternatives, the report said.Chinese officials have begun following the guidelines, first introduced in December. The rules required government agencies above the township level to include criteria requiring \"safe and reliable\" processors and operating systems when making purchases, the newspaper said.Microsoft and Intel declined to comment to the Financial Times, while AMD didn’t immediately respond to a request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285280369397984,"gmtCreate":1710654690963,"gmtModify":1710654695446,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Hope it will help the share price to reverse!","listText":"Hope it will help the share price to reverse!","text":"Hope it will help the share price to reverse!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285280369397984","repostId":"2420117233","repostType":4,"repost":{"id":"2420117233","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":1710636267,"share":"https://ttm.financial/m/news/2420117233?lang=&edition=fundamental","pubTime":"2024-03-17 08:44","market":"us","language":"en","title":"Tesla to Raise Prices on Model Y Electric Vehicles in Parts of Europe","url":"https://stock-news.laohu8.com/highlight/detail?id=2420117233","media":"Reuters","summary":"(Adds background, Musk comment in paragraphs 2-7)      March 16 (Reuters) - Tesla    said on Saturday it would increase the price for its Model Y electric vehicles (EV) in a number of European countri","content":"<html><head></head><body><p>(Reuters) - Tesla said on Saturday it would increase the price for its Model Y electric vehicles (EV) in a number of European countries on March 22 by approximately 2,000 euros ($2,177) or the equivalent in local currencies.</p><p>The move, announced in a post on social media platform X, followed the automaker&#39;s announcement on Friday that it would increase prices for all Model Y cars in the U.S. by $1,000 on April 1.</p><p>Tesla had raised the prices of its Model Y rear-wheel drive and long-range vehicles by $1,000 to $43,990 and $48,990, respectively, on March 1.</p><p>&#34;This is the essential quandary of manufacturing: factories need continuous production for efficiency, but consumer demand is seasonal,&#34; Tesla CEO Elon Musk said in February, replying to a post on X from his company announcing that prices would go up the following month.</p><p>Tesla&#39;s margins have been hurt by a price war with rivals that started more than a year ago.</p><p>In January, Tesla warned of &#34;notably lower&#34; sales growth this year as it focuses on the production of its next-generation EV, which is code-named &#34;Redwood.&#34;</p><p>($1 = 0.9185 euros)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla to Raise Prices on Model Y Electric Vehicles in Parts of Europe</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla to Raise Prices on Model Y Electric Vehicles in Parts of Europe\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\">2024-03-17 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Tesla said on Saturday it would increase the price for its Model Y electric vehicles (EV) in a number of European countries on March 22 by approximately 2,000 euros ($2,177) or the equivalent in local currencies.</p><p>The move, announced in a post on social media platform X, followed the automaker&#39;s announcement on Friday that it would increase prices for all Model Y cars in the U.S. by $1,000 on April 1.</p><p>Tesla had raised the prices of its Model Y rear-wheel drive and long-range vehicles by $1,000 to $43,990 and $48,990, respectively, on March 1.</p><p>&#34;This is the essential quandary of manufacturing: factories need continuous production for efficiency, but consumer demand is seasonal,&#34; Tesla CEO Elon Musk said in February, replying to a post on X from his company announcing that prices would go up the following month.</p><p>Tesla&#39;s margins have been hurt by a price war with rivals that started more than a year ago.</p><p>In January, Tesla warned of &#34;notably lower&#34; sales growth this year as it focuses on the production of its next-generation EV, which is code-named &#34;Redwood.&#34;</p><p>($1 = 0.9185 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420117233","content_text":"(Reuters) - Tesla said on Saturday it would increase the price for its Model Y electric vehicles (EV) in a number of European countries on March 22 by approximately 2,000 euros ($2,177) or the equivalent in local currencies.The move, announced in a post on social media platform X, followed the automaker's announcement on Friday that it would increase prices for all Model Y cars in the U.S. by $1,000 on April 1.Tesla had raised the prices of its Model Y rear-wheel drive and long-range vehicles by $1,000 to $43,990 and $48,990, respectively, on March 1.\"This is the essential quandary of manufacturing: factories need continuous production for efficiency, but consumer demand is seasonal,\" Tesla CEO Elon Musk said in February, replying to a post on X from his company announcing that prices would go up the following month.Tesla's margins have been hurt by a price war with rivals that started more than a year ago.In January, Tesla warned of \"notably lower\" sales growth this year as it focuses on the production of its next-generation EV, which is code-named \"Redwood.\"($1 = 0.9185 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267229950701584,"gmtCreate":1706251591624,"gmtModify":1706251597338,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Let's wait for the reversal first.&nbsp;","listText":"Let's wait for the reversal first.&nbsp;","text":"Let's wait for the reversal first.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267229950701584","repostId":"2406248389","repostType":2,"repost":{"id":"2406248389","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":1706225016,"share":"https://ttm.financial/m/news/2406248389?lang=&edition=fundamental","pubTime":"2024-01-26 07:23","market":"us","language":"en","title":"Tesla Erases $80 Bln in Valuation After Musk's Sales Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=2406248389","media":"Reuters","summary":"Jan 25 (Reuters) - Tesla tumbled over 12% on Thursday after CEO Elon Musk warned sales growth would slow this year despite price cuts that have already hurt margins at the world's most valuable automa","content":"<html><head></head><body><p>Jan 25 (Reuters) - Tesla tumbled over 12% on Thursday after CEO Elon Musk warned sales growth would slow this year despite price cuts that have already hurt margins at the world&#39;s most valuable automaker and fueled investor concerns about soft demand and Chinese competition.</p><p>Musk said on Wednesday that growth would be &#34;notably lower&#34; as Tesla focuses on a cheaper, next-generation electric vehicle to be made at its Texas factory in the second half of 2025, which is expected to spark the next boom in deliveries.</p><p>But he said ramping up production of the new model would be challenging because it would involve cutting-edge technologies.</p><p>Tesla&#39;s stock suffered its sharpest intraday percentage loss in more than a year, with $80 billion in market value wiped out on Thursday. That pushed its market capitalization loss for the month to about $210 billion.</p><p>&#34;The Tesla headlines have essentially gone from bad to worse,&#34; said TD Cowen analysts, noting that the fourth-quarter revenue and profit were also below expectations.</p><p>Shares of other EV makers also fell, with Rivian Automotive Inc, Lucid Group and Fisker down between 2.2% and 8.5%.</p><p>The EV industry has been grappling with a slowdown in demand for more than a year and the price cuts by Tesla will likely worsen the pressure on the startups and automakers such as Ford.</p><p>&#34;The problem for Tesla is any significant attempt to boost sales from here on will probably need to be achieved at the cost of further falls in operating margin, due to having to compete with BYD in China, as well as increased competition elsewhere,&#34; said Michael Hewson, chief market analyst at CMC Markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18c5ff645e7e045da1f058da2055013b\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"1000\"/><span>Reuters Graphics</span></p><p>At least nine brokerages downgraded the stock, while seven raised their ratings. The company, on average, has a &#34;hold&#34; rating with a median price target of $225, 23% higher than the share&#39;s closing price of $182.63 on Thursday.</p><p>Tesla short sellers have made $3.45 billion so far this year, making it the most profitable U.S. short trade, according to data and analytics firm Ortex.</p><p>The company&#39;s stock trades at nearly 60 times its 12-month forward earnings estimates, according to LSEG data. That gives it a more premium valuation than the other &#34;Magnificent Seven&#34; stocks – a group that includes Apple, Microsoft and Nvidia.</p><p>Some analysts said valuation could become tough to justify if Tesla&#39;s sales growth and margin weaken further.</p><p>&#34;Tesla is increasingly looking like a traditional auto company,&#34; said Bernstein analyst Toni Sacconaghi.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10f29403d1003cdbcf79823b58d35542\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"1000\"/><span>Reuters Graphics</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Erases $80 Bln in Valuation After Musk's Sales Warning</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Erases $80 Bln in Valuation After Musk's Sales Warning\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\">2024-01-26 07:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 25 (Reuters) - Tesla tumbled over 12% on Thursday after CEO Elon Musk warned sales growth would slow this year despite price cuts that have already hurt margins at the world&#39;s most valuable automaker and fueled investor concerns about soft demand and Chinese competition.</p><p>Musk said on Wednesday that growth would be &#34;notably lower&#34; as Tesla focuses on a cheaper, next-generation electric vehicle to be made at its Texas factory in the second half of 2025, which is expected to spark the next boom in deliveries.</p><p>But he said ramping up production of the new model would be challenging because it would involve cutting-edge technologies.</p><p>Tesla&#39;s stock suffered its sharpest intraday percentage loss in more than a year, with $80 billion in market value wiped out on Thursday. That pushed its market capitalization loss for the month to about $210 billion.</p><p>&#34;The Tesla headlines have essentially gone from bad to worse,&#34; said TD Cowen analysts, noting that the fourth-quarter revenue and profit were also below expectations.</p><p>Shares of other EV makers also fell, with Rivian Automotive Inc, Lucid Group and Fisker down between 2.2% and 8.5%.</p><p>The EV industry has been grappling with a slowdown in demand for more than a year and the price cuts by Tesla will likely worsen the pressure on the startups and automakers such as Ford.</p><p>&#34;The problem for Tesla is any significant attempt to boost sales from here on will probably need to be achieved at the cost of further falls in operating margin, due to having to compete with BYD in China, as well as increased competition elsewhere,&#34; said Michael Hewson, chief market analyst at CMC Markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18c5ff645e7e045da1f058da2055013b\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"1000\"/><span>Reuters Graphics</span></p><p>At least nine brokerages downgraded the stock, while seven raised their ratings. The company, on average, has a &#34;hold&#34; rating with a median price target of $225, 23% higher than the share&#39;s closing price of $182.63 on Thursday.</p><p>Tesla short sellers have made $3.45 billion so far this year, making it the most profitable U.S. short trade, according to data and analytics firm Ortex.</p><p>The company&#39;s stock trades at nearly 60 times its 12-month forward earnings estimates, according to LSEG data. That gives it a more premium valuation than the other &#34;Magnificent Seven&#34; stocks – a group that includes Apple, Microsoft and Nvidia.</p><p>Some analysts said valuation could become tough to justify if Tesla&#39;s sales growth and margin weaken further.</p><p>&#34;Tesla is increasingly looking like a traditional auto company,&#34; said Bernstein analyst Toni Sacconaghi.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10f29403d1003cdbcf79823b58d35542\" alt=\"Reuters Graphics\" title=\"Reuters Graphics\" tg-width=\"1420\" tg-height=\"1000\"/><span>Reuters Graphics</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://news.google.com/rss/articles/CBMifGh0dHBzOi8vd3d3LnJldXRlcnMuY29tL2J1c2luZXNzL2F1dG9zLXRyYW5zcG9ydGF0aW9uL3Rlc2xhLXR1bWJsZXMtYWZ0ZXItY2VvLWVsb24tbXVzay13YXJucy1zbG93ZXItZ3Jvd3RoLTIwMjQtMjAyNC0wMS0yNS_SAQA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406248389","content_text":"Jan 25 (Reuters) - Tesla tumbled over 12% on Thursday after CEO Elon Musk warned sales growth would slow this year despite price cuts that have already hurt margins at the world's most valuable automaker and fueled investor concerns about soft demand and Chinese competition.Musk said on Wednesday that growth would be \"notably lower\" as Tesla focuses on a cheaper, next-generation electric vehicle to be made at its Texas factory in the second half of 2025, which is expected to spark the next boom in deliveries.But he said ramping up production of the new model would be challenging because it would involve cutting-edge technologies.Tesla's stock suffered its sharpest intraday percentage loss in more than a year, with $80 billion in market value wiped out on Thursday. That pushed its market capitalization loss for the month to about $210 billion.\"The Tesla headlines have essentially gone from bad to worse,\" said TD Cowen analysts, noting that the fourth-quarter revenue and profit were also below expectations.Shares of other EV makers also fell, with Rivian Automotive Inc, Lucid Group and Fisker down between 2.2% and 8.5%.The EV industry has been grappling with a slowdown in demand for more than a year and the price cuts by Tesla will likely worsen the pressure on the startups and automakers such as Ford.\"The problem for Tesla is any significant attempt to boost sales from here on will probably need to be achieved at the cost of further falls in operating margin, due to having to compete with BYD in China, as well as increased competition elsewhere,\" said Michael Hewson, chief market analyst at CMC Markets.Reuters GraphicsAt least nine brokerages downgraded the stock, while seven raised their ratings. The company, on average, has a \"hold\" rating with a median price target of $225, 23% higher than the share's closing price of $182.63 on Thursday.Tesla short sellers have made $3.45 billion so far this year, making it the most profitable U.S. short trade, according to data and analytics firm Ortex.The company's stock trades at nearly 60 times its 12-month forward earnings estimates, according to LSEG data. That gives it a more premium valuation than the other \"Magnificent Seven\" stocks – a group that includes Apple, Microsoft and Nvidia.Some analysts said valuation could become tough to justify if Tesla's sales growth and margin weaken further.\"Tesla is increasingly looking like a traditional auto company,\" said Bernstein analyst Toni Sacconaghi.Reuters Graphics","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265838985834784,"gmtCreate":1705922642590,"gmtModify":1705922646918,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Agree!&nbsp;","listText":"Agree!&nbsp;","text":"Agree!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265838985834784","repostId":"2405937302","repostType":2,"repost":{"id":"2405937302","kind":"highlight","pubTimestamp":1705921414,"share":"https://ttm.financial/m/news/2405937302?lang=&edition=fundamental","pubTime":"2024-01-22 19:03","market":"us","language":"en","title":"Tesla: Sell-Off Likely To Accelerate On Weak Q4 Reporting","url":"https://stock-news.laohu8.com/highlight/detail?id=2405937302","media":"seekingalpha","summary":"Tesla's Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.Demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty ","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.</p></li><li><p>Demand for EVs, including Tesla&#39;s vehicles, is facing challenges and may not meet lofty expectations.</p></li><li><p>Margin pressure is increasing for Tesla due to fresh price cuts, wage increases, and competition from low-cost competitors.</p></li><li><p>In line with my bearish sentiment on Tesla’s growth story, I am highly concerned about the valuation backdrop, with the company’s enterprise value trading at 7x EV and 71x EBIT.</p></li><li><p>I expect negative momentum on Tesla shares to accelerate post Q4 reporting.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361534587490733d3d6e0d8f46b1a71a\" tg-width=\"750\" tg-height=\"500\"/></p><p>Robert Way</p><p>Following <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> results for the September quarter, I argued that the U.S. leading EV maker is a Sell, as I have pointed out slowing growth and weakening margins. Since my argument got published, TSLA shares have returned negative 4%, while the S&amp;P 500 gained 13%. Looking ahead to Tesla&#39;s Q4 earnings release, which is expected to be published on the 24th of January after the market closes, I am gaining more and more confidence in my bearish skew on Tesla, expecting the sell-off for shares to accelerate. In this article I explain why.</p><p>While I expect Tesla to report Q4 2023 results broadly in line with consensus estimates, referencing $25.75 billion in revenues and 0.75 cents EPS, I see a large downside risk for commentary on 2024 guidance. There are multiple variables to my negative thesis: Firstly, I point out a broader macro weakness for EVs, with volumes for electric vehicles trailing lofty expectations. Specifically for Tesla, the 50% CAGR expectation for deliveries should be crushed in 2024, with volumes likely growing below 20%. Secondly, competition against Chinese EV manufacturers appears to be intensifying, as BYD starts to see booming international demand, while Tesla has once again lowered prices of Model 3 in China to compete with more cost-conscious alternatives. Thirdly, Tesla is likely seeing more margin pressure on wage increases in the U.S. Fourthly, I point out fading investor confidence as a concern, following Elon Musk&#39;s suggestion that he may need new incentives to develop AI technologies. On that note, sentiment should also suffer from the recent Hertz announcement sharing plans to rebalance its vehicle fleet back to ICEs.</p><h2 id=\"id_3952681197\">The EV Story May Face A Demand Problem</h2><p>In recent days, Tesla has experienced a series of developments that suggest negative implications for investors heading into 2024. Most notably, I point out broader macro weakness for the global EV market, with demand trailing lofty expectations. To support this thesis, I highlight that Ford has recently scaled down production in the electric F-150 model to push more production volume in favor of the ICE-powered sport-utility vehicles Bronco and Bronco Raptor, as well as the Ranger and Ranger Raptor pickups. The thesis of lower-than-expected consumer demand is also confirmed by Tesla itself, with the EV maker delivering about 200k vehicles below previously established expectations of 2 million. Interestingly, Tesla fell short of its own target <em>despite</em> numerous price cuts throughout the year and easing supply-chain pressure, as evidenced by rapidly falling production wait lists across geos.</p><p>Demand for EVs is certainly becoming an increasing problem for Tesla, especially as mass consumer sentiment appears to reject the aggressive electrification push promoted by politics and large institutions, such as Hertz. On this note, Hertz, a major player in the car rental industry, has recently announced plans to sell 20,000 electric vehicles from its U.S. fleet. This number constitutes about a third of its global EV fleet. The sales process began in December 2023 and is expected to continue throughout 2024. An interesting aspect of the decision by Hertz relates to the company&#39;s plan to reinvest a portion of the proceeds from the EV sales into ICE vehicles. This strategy is likely a response to meet specific &#34;customer demands&#34;, as suggested by management. Moreover, Hertz&#39;s CEO had previously highlighted in October 2023 that repair costs for EVs, particularly collision and damage repairs, can be nearly twice as high as those for ICE vehicles.</p><h2 id=\"id_3194012642\">The 50% CAGR Expectation On Deliveries Will Likely Be Crushed In 2024</h2><p>While Tesla&#39;s fourth-quarter delivery numbers were ok, delivering 484,000 cars, there&#39;s a growing consensus that 2024 could present significant challenges to the company&#39;s vehicle volume projections. Specifically, the expectation that Tesla could maintain a 50% compound annual growth rate in deliveries into 2024 and beyond is increasingly becoming questionable and farfetched, due to factors highlighted in earlier arguments.</p><p>One key issue is the ability of Tesla to both increase demand for its vehicles and build them. Scaling up 2023 deliveries to a 50% increase would mean selling 2.7 million cars in 2024. On that note, consensus projection according to Refinitiv currently suggests delivery numbers for 2024 to be 2.19 million units, a year over year growth of about 17%. Meanwhile, Barclays projected Tesla&#39;s delivery numbers for 2024 to be around 1.97 million units only, suggesting a year over year growth of less than 10%.</p><p>Personally, I expect Tesla might set its delivery guidance for 2024 in the range of 2.0 - 2.1 million units, aiming to establish reasonable projections early in the year to build a buffer for multiple disappointments throughout 2024. And while Tesla&#39;s Elon Musk likely won&#39;t formally wave good-bye to the 50% CAGR projection, the markets will certainly read this statement between the lines accordingly. Looking beyond 2024, Tesla is in dire need of a new growth driver like the previously teased next-generation platform.</p><h2 id=\"id_1652509424\">Margin Pressure Likely To Escalate Further</h2><p>Talking about price cuts, it is also disappointing to learn that Tesla has reportedly once again lowered the retail selling price for the Model 3 and Y in China, crushing investors&#39; hope that the price-driven margin pressure may fade. In detail, Tesla has recently announced that the base MSRP for the standard-range Model 3 and Model Y should be cut by 5.9% and 2.8%, respectively. Additionally, prices for long-range variants of both models were lowered by 2%-4%. Meanwhile, outside of China, Tesla is facing an increasing supply push from low-cost competitors such as BYD and Xpeng. In fact, in December 2023, BYD even managed to take Tesla&#39;s crown as the world&#39;s leading EV manufacturer. While, Tesla delivered 484,000 cars in the fourth quarter, surpassing analysts&#39; expectations, BYD shipped a record-breaking 526,000 BEV units to customers. Outside of China, BYD delivered 36,000 units in December alone, bringing the volume of international sales to 243,000 units for the entire year.</p><p>Compounding the challenges from the demand side, Tesla is also increasingly facing margin compression due to escalating cost pressure. Specifically, I point out that in Q4 Tesla announced pay increases for its U.S. production workers, following growing unionization efforts and a historical win for the United Auto Workers (UAW) against the Big Three in Detroit, Stellantis, General Motors and Ford. The wage increase announced by Tesla suggests a roughly 10% wage increase for production staff in the United States. While the wage increase is significantly lower than what has been achieved by UAW workers, the EBIT headwind for Tesla is nevertheless significant. In act, assuming that Tesla employs about 45,000 production workers in the United States, and the average annual compensation, including benefits, is around a reasonable $75,000 and $85,000, then a 10% increase would translate to an additional annual labor cost of approximately $340 - $380 million, or a notable 3% headwind to 2024 consensus EBIT. Meanwhile, I also point out that Tesla is poised to suffer a negative margin impact from the Cybertruck ramp-up as commented on by Elon Musk:</p><blockquote><p><em>I mean, we dug our own grave with Cybertruck ... the Cybertruck is one of those special products that comes along only once in a long while. And special products that come along once in a long while are just incredibly difficult to bring to market, to reach volume, to be prosperous.&#34;</em></p><p><em>I do want to emphasize that there will be enormous challenges in reaching volume production with the Cybertruck, and then in making a Cybertruck cash flow positive</em></p></blockquote><p>According to consensus estimates collected by Seeking Alpha, Tesla&#39;s EPS projection has started to fall throughout 2023. However, I argue that estimates may still be too high. Most notably, EPS expectations have not yet fallen on the announced wage increases. Personally, I expect a fresh downward revision cycle for EPS estimates following the Q4 reporting, on disappointing 2024 delivery guidance and cost projections.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27a1701e9a3c955a7467980741e36d47\" tg-width=\"640\" tg-height=\"219\"/></p><p>Seeking Alpha</p><h2 id=\"id_400527255\">Investor Takeaway</h2><p>Tesla&#39;s Q4 earnings release is expected to show in-line results, but there are strong downside risks for guidance. As a broader theme going into 2024, the demand for EVs, including Tesla&#39;s vehicles, is facing challenges and may not meet lofty expectations. On that note, margin pressure is increasing for Tesla due to wage increases and competition from low-cost competitors. In line with my bearish sentiment on Tesla&#39;s growth story, I am highly concerned about the valuation backdrop, with the company&#39;s enterprise value trading at 7x EV and 71x EBIT. That said, I expect negative momentum on Tesla shares to accelerate post Q4 reporting, with shares accelerating their path toward a more reasonable valuation, which I see at minimum 20% lower.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Sell-Off Likely To Accelerate On Weak Q4 Reporting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Sell-Off Likely To Accelerate On Weak Q4 Reporting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4664060-tesla-sell-off-likely-to-accelerate-weak-q4-reporting><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.Demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty ...</p>\n\n<a href=\"https://seekingalpha.com/article/4664060-tesla-sell-off-likely-to-accelerate-weak-q4-reporting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4664060-tesla-sell-off-likely-to-accelerate-weak-q4-reporting","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2405937302","content_text":"Tesla's Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.Demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty expectations.Margin pressure is increasing for Tesla due to fresh price cuts, wage increases, and competition from low-cost competitors.In line with my bearish sentiment on Tesla’s growth story, I am highly concerned about the valuation backdrop, with the company’s enterprise value trading at 7x EV and 71x EBIT.I expect negative momentum on Tesla shares to accelerate post Q4 reporting.Robert WayFollowing Tesla, Inc. results for the September quarter, I argued that the U.S. leading EV maker is a Sell, as I have pointed out slowing growth and weakening margins. Since my argument got published, TSLA shares have returned negative 4%, while the S&P 500 gained 13%. Looking ahead to Tesla's Q4 earnings release, which is expected to be published on the 24th of January after the market closes, I am gaining more and more confidence in my bearish skew on Tesla, expecting the sell-off for shares to accelerate. In this article I explain why.While I expect Tesla to report Q4 2023 results broadly in line with consensus estimates, referencing $25.75 billion in revenues and 0.75 cents EPS, I see a large downside risk for commentary on 2024 guidance. There are multiple variables to my negative thesis: Firstly, I point out a broader macro weakness for EVs, with volumes for electric vehicles trailing lofty expectations. Specifically for Tesla, the 50% CAGR expectation for deliveries should be crushed in 2024, with volumes likely growing below 20%. Secondly, competition against Chinese EV manufacturers appears to be intensifying, as BYD starts to see booming international demand, while Tesla has once again lowered prices of Model 3 in China to compete with more cost-conscious alternatives. Thirdly, Tesla is likely seeing more margin pressure on wage increases in the U.S. Fourthly, I point out fading investor confidence as a concern, following Elon Musk's suggestion that he may need new incentives to develop AI technologies. On that note, sentiment should also suffer from the recent Hertz announcement sharing plans to rebalance its vehicle fleet back to ICEs.The EV Story May Face A Demand ProblemIn recent days, Tesla has experienced a series of developments that suggest negative implications for investors heading into 2024. Most notably, I point out broader macro weakness for the global EV market, with demand trailing lofty expectations. To support this thesis, I highlight that Ford has recently scaled down production in the electric F-150 model to push more production volume in favor of the ICE-powered sport-utility vehicles Bronco and Bronco Raptor, as well as the Ranger and Ranger Raptor pickups. The thesis of lower-than-expected consumer demand is also confirmed by Tesla itself, with the EV maker delivering about 200k vehicles below previously established expectations of 2 million. Interestingly, Tesla fell short of its own target despite numerous price cuts throughout the year and easing supply-chain pressure, as evidenced by rapidly falling production wait lists across geos.Demand for EVs is certainly becoming an increasing problem for Tesla, especially as mass consumer sentiment appears to reject the aggressive electrification push promoted by politics and large institutions, such as Hertz. On this note, Hertz, a major player in the car rental industry, has recently announced plans to sell 20,000 electric vehicles from its U.S. fleet. This number constitutes about a third of its global EV fleet. The sales process began in December 2023 and is expected to continue throughout 2024. An interesting aspect of the decision by Hertz relates to the company's plan to reinvest a portion of the proceeds from the EV sales into ICE vehicles. This strategy is likely a response to meet specific \"customer demands\", as suggested by management. Moreover, Hertz's CEO had previously highlighted in October 2023 that repair costs for EVs, particularly collision and damage repairs, can be nearly twice as high as those for ICE vehicles.The 50% CAGR Expectation On Deliveries Will Likely Be Crushed In 2024While Tesla's fourth-quarter delivery numbers were ok, delivering 484,000 cars, there's a growing consensus that 2024 could present significant challenges to the company's vehicle volume projections. Specifically, the expectation that Tesla could maintain a 50% compound annual growth rate in deliveries into 2024 and beyond is increasingly becoming questionable and farfetched, due to factors highlighted in earlier arguments.One key issue is the ability of Tesla to both increase demand for its vehicles and build them. Scaling up 2023 deliveries to a 50% increase would mean selling 2.7 million cars in 2024. On that note, consensus projection according to Refinitiv currently suggests delivery numbers for 2024 to be 2.19 million units, a year over year growth of about 17%. Meanwhile, Barclays projected Tesla's delivery numbers for 2024 to be around 1.97 million units only, suggesting a year over year growth of less than 10%.Personally, I expect Tesla might set its delivery guidance for 2024 in the range of 2.0 - 2.1 million units, aiming to establish reasonable projections early in the year to build a buffer for multiple disappointments throughout 2024. And while Tesla's Elon Musk likely won't formally wave good-bye to the 50% CAGR projection, the markets will certainly read this statement between the lines accordingly. Looking beyond 2024, Tesla is in dire need of a new growth driver like the previously teased next-generation platform.Margin Pressure Likely To Escalate FurtherTalking about price cuts, it is also disappointing to learn that Tesla has reportedly once again lowered the retail selling price for the Model 3 and Y in China, crushing investors' hope that the price-driven margin pressure may fade. In detail, Tesla has recently announced that the base MSRP for the standard-range Model 3 and Model Y should be cut by 5.9% and 2.8%, respectively. Additionally, prices for long-range variants of both models were lowered by 2%-4%. Meanwhile, outside of China, Tesla is facing an increasing supply push from low-cost competitors such as BYD and Xpeng. In fact, in December 2023, BYD even managed to take Tesla's crown as the world's leading EV manufacturer. While, Tesla delivered 484,000 cars in the fourth quarter, surpassing analysts' expectations, BYD shipped a record-breaking 526,000 BEV units to customers. Outside of China, BYD delivered 36,000 units in December alone, bringing the volume of international sales to 243,000 units for the entire year.Compounding the challenges from the demand side, Tesla is also increasingly facing margin compression due to escalating cost pressure. Specifically, I point out that in Q4 Tesla announced pay increases for its U.S. production workers, following growing unionization efforts and a historical win for the United Auto Workers (UAW) against the Big Three in Detroit, Stellantis, General Motors and Ford. The wage increase announced by Tesla suggests a roughly 10% wage increase for production staff in the United States. While the wage increase is significantly lower than what has been achieved by UAW workers, the EBIT headwind for Tesla is nevertheless significant. In act, assuming that Tesla employs about 45,000 production workers in the United States, and the average annual compensation, including benefits, is around a reasonable $75,000 and $85,000, then a 10% increase would translate to an additional annual labor cost of approximately $340 - $380 million, or a notable 3% headwind to 2024 consensus EBIT. Meanwhile, I also point out that Tesla is poised to suffer a negative margin impact from the Cybertruck ramp-up as commented on by Elon Musk:I mean, we dug our own grave with Cybertruck ... the Cybertruck is one of those special products that comes along only once in a long while. And special products that come along once in a long while are just incredibly difficult to bring to market, to reach volume, to be prosperous.\"I do want to emphasize that there will be enormous challenges in reaching volume production with the Cybertruck, and then in making a Cybertruck cash flow positiveAccording to consensus estimates collected by Seeking Alpha, Tesla's EPS projection has started to fall throughout 2023. However, I argue that estimates may still be too high. Most notably, EPS expectations have not yet fallen on the announced wage increases. Personally, I expect a fresh downward revision cycle for EPS estimates following the Q4 reporting, on disappointing 2024 delivery guidance and cost projections.Seeking AlphaInvestor TakeawayTesla's Q4 earnings release is expected to show in-line results, but there are strong downside risks for guidance. As a broader theme going into 2024, the demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty expectations. On that note, margin pressure is increasing for Tesla due to wage increases and competition from low-cost competitors. In line with my bearish sentiment on Tesla's growth story, I am highly concerned about the valuation backdrop, with the company's enterprise value trading at 7x EV and 71x EBIT. That said, I expect negative momentum on Tesla shares to accelerate post Q4 reporting, with shares accelerating their path toward a more reasonable valuation, which I see at minimum 20% lower.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259490059866328,"gmtCreate":1704362429322,"gmtModify":1704362433948,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Nvidia is still front runner for AI &amp; crypto.. they are into cloud segment too.. their order book Is really outstanding.. just that AMD is trying to catch up &amp; secure some of their market share.&nbsp;","listText":"Nvidia is still front runner for AI &amp; crypto.. they are into cloud segment too.. their order book Is really outstanding.. just that AMD is trying to catch up &amp; secure some of their market share.&nbsp;","text":"Nvidia is still front runner for AI & crypto.. they are into cloud segment too.. their order book Is really outstanding.. just that AMD is trying to catch up & secure some of their market share.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259490059866328","repostId":"2400882529","repostType":2,"repost":{"id":"2400882529","kind":"highlight","pubTimestamp":1704355977,"share":"https://ttm.financial/m/news/2400882529?lang=&edition=fundamental","pubTime":"2024-01-04 16:12","market":"us","language":"en","title":"Analyst Sees 15% Downside Risk for Nvidia Stock As AI Hits \"Trough of Disillusionment\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2400882529","media":"Investing.com","summary":"DA Davidson analysts assert that NVIDIA (NASDAQ: NVDA) plays a crucial role as a leader in accelerated computing, projecting an ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p style=\"text-align: left;\">DA Davidson analysts assert that NVIDIA (NVDA) plays a crucial role as a leader in accelerated computing, projecting an impressive 20% compound annual growth rate (CAGR) from 2022 levels across cycles.</p><p style=\"text-align: left;\">Despite recognizing NVDA&#39;s dominance in various categories, analysts express skepticism about the likelihood of consensus expectations for the out-years materializing.</p><p style=\"text-align: left;\">They anticipate a reversion to the trend line within the next 2-6 quarters, citing vulnerability for NVDA as the hype around artificial intelligence (AI) approaches the &#34;trough of disillusionment.&#34;</p><p style=\"text-align: left;\">“While we continue to believe that generative AI is the most important transformative technology since the Internet, we do not expect the same level of investment we saw in 2023 continuing beyond 2024,” analysts said in a note.</p><p style=\"text-align: left;\">As a result, analysts initiated new research coverage on Nvidia (NASDAQ:NVDA) stock at Neutral with a price target of $410 per share, which implies a downside risk of 15% based on Tuesday’s closing price.</p><p style=\"text-align: left;\">“Our $410 price target is based on a 35x multiple on the $7.29 of CY24 EPS for the core company and $155 for the sandbox revenue still coming to NVDA over the next 4-6 quarters. We believe the value of this sandbox could drop considerably once NVDA growth rolls over,” analysts explained.</p><p style=\"text-align: left;\">Nvidia stock closed 2.7% lower on the first trading day in 2024 and is down a further 1.2% on Wednesday.</p></body></html>","source":"investingArticles_highlight","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>Analyst Sees 15% Downside Risk for Nvidia Stock As AI Hits \"Trough of Disillusionment\"</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\">\nAnalyst Sees 15% Downside Risk for Nvidia Stock As AI Hits \"Trough of Disillusionment\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-04 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/analyst-sees-15-downside-risk-for-nvidia-stock-as-ai-hits-trough-of-disillusionment-3266092><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DA Davidson analysts assert that NVIDIA (NVDA) plays a crucial role as a leader in accelerated computing, projecting an impressive 20% compound annual growth rate (CAGR) from 2022 levels across cycles...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/analyst-sees-15-downside-risk-for-nvidia-stock-as-ai-hits-trough-of-disillusionment-3266092\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4529":"IDC概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4587":"ChatGPT概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4527":"明星科技股","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4579":"人工智能","NVDA":"英伟达","BK4588":"碎股","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"https://www.investing.com/news/stock-market-news/analyst-sees-15-downside-risk-for-nvidia-stock-as-ai-hits-trough-of-disillusionment-3266092","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400882529","content_text":"DA Davidson analysts assert that NVIDIA (NVDA) plays a crucial role as a leader in accelerated computing, projecting an impressive 20% compound annual growth rate (CAGR) from 2022 levels across cycles.Despite recognizing NVDA's dominance in various categories, analysts express skepticism about the likelihood of consensus expectations for the out-years materializing.They anticipate a reversion to the trend line within the next 2-6 quarters, citing vulnerability for NVDA as the hype around artificial intelligence (AI) approaches the \"trough of disillusionment.\"“While we continue to believe that generative AI is the most important transformative technology since the Internet, we do not expect the same level of investment we saw in 2023 continuing beyond 2024,” analysts said in a note.As a result, analysts initiated new research coverage on Nvidia (NASDAQ:NVDA) stock at Neutral with a price target of $410 per share, which implies a downside risk of 15% based on Tuesday’s closing price.“Our $410 price target is based on a 35x multiple on the $7.29 of CY24 EPS for the core company and $155 for the sandbox revenue still coming to NVDA over the next 4-6 quarters. We believe the value of this sandbox could drop considerably once NVDA growth rolls over,” analysts explained.Nvidia stock closed 2.7% lower on the first trading day in 2024 and is down a further 1.2% on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240626957217888,"gmtCreate":1699765778526,"gmtModify":1699765781361,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>any dip is absolutely an oppertunity to buy &amp; sit tight. Cybertruck &amp; AI revenue on the store&nbsp;soon..","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>any dip is absolutely an oppertunity to buy &amp; sit tight. Cybertruck &amp; AI revenue on the store&nbsp;soon..","text":"$Tesla Motors(TSLA)$ any dip is absolutely an oppertunity to buy & sit tight. Cybertruck & AI revenue on the store soon..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240626957217888","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239735187685480,"gmtCreate":1699566023258,"gmtModify":1699566028277,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"such analyst simply create panic in retail investers and accumulate the stocks in parallel&nbsp;","listText":"such analyst simply create panic in retail investers and accumulate the stocks in parallel&nbsp;","text":"such analyst simply create panic in retail investers and accumulate the stocks in parallel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239735187685480","repostId":"2382219938","repostType":2,"repost":{"id":"2382219938","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1699543173,"share":"https://ttm.financial/m/news/2382219938?lang=&edition=fundamental","pubTime":"2023-11-09 23:19","market":"us","language":"en","title":"Tesla Stock Can Drop 34%? Here Is Why the Analyst Say That","url":"https://stock-news.laohu8.com/highlight/detail?id=2382219938","media":"Dow Jones","summary":"Tesla stock picked up a new bearish rating, and it had an impact in morning trading.Tesla shares dropped more than 3% in morning trading.Thursday, according to ratings-aggregation services, HSBC launc","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock picked up a new bearish rating, and it had an impact in morning trading.</p><p>Tesla shares dropped more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65abd467005923be118b05ae5e12fe45\" title=\"\" tg-width=\"838\" tg-height=\"621\"/></p><p style=\"text-align: start;\">Thursday, according to ratings-aggregation services, HSBC launched coverage of Tesla stock (ticker: TSLA) with the equivalent of a Sell rating and $146 price target, down about 34% from recent levels.</p><p style=\"text-align: start;\"><em>Barron’s</em> doesn’t have the report. HSBC didn’t immediately respond to a request for a copy of its report.</p><p>The issue appears to be valuation. The analyst believes the electric-vehicle business isn’t worth what Tesla stock trades at today. What’s more, Tesla’s other businesses, including energy storage, self-driving cars, robots, and artificial-intelligence computing, all have regulatory hurdles that mean slower-than-expected growth in the future.</p><p>Tesla stock is worth some $700 billion at current prices. At HSBC’s target price of $146 a share, the company’s market capitalization would be worth closer to $470 billion.</p><p style=\"text-align: start;\">Coming into Thursday trading, Tesla stock is down about 8% over the past three months. Investors are worried about slowing demand for EVs. Global battery-EV sales rose roughly 25% year over year in the third quarter, but that is a slower rate than earlier in the year. Also, there are simply more EVs for sale now, all vying for market share.</p><p style=\"text-align: start;\">Overall, about 43% of analysts covering Tesla rate shares at Buy, according to FactSet. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.</p><p style=\"text-align: start;\">A new Sell rating doesn’t change the Buy-rating ratio, of course, but it changes the Sell-rating ratio. About 15% of analysts covering Tesla rate shares at Sell. The average Sell-rating ratio for S&amp;P 500 stock is close to 5%. Analysts typically shy away from Sell ratings, and prefer assigning Hold ratings to stocks they don’t favor.</p><p style=\"text-align: start;\">The average analyst price target for Tesla stock is about $239. Among the Buy-rated analysts, the average target price is roughly $290. Among Sell-rated analysts, the average target price is about $120.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Can Drop 34%? Here Is Why the Analyst Say That</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Can Drop 34%? Here Is Why the Analyst Say That\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-11-09 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla stock picked up a new bearish rating, and it had an impact in morning trading.</p><p>Tesla shares dropped more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65abd467005923be118b05ae5e12fe45\" title=\"\" tg-width=\"838\" tg-height=\"621\"/></p><p style=\"text-align: start;\">Thursday, according to ratings-aggregation services, HSBC launched coverage of Tesla stock (ticker: TSLA) with the equivalent of a Sell rating and $146 price target, down about 34% from recent levels.</p><p style=\"text-align: start;\"><em>Barron’s</em> doesn’t have the report. HSBC didn’t immediately respond to a request for a copy of its report.</p><p>The issue appears to be valuation. The analyst believes the electric-vehicle business isn’t worth what Tesla stock trades at today. What’s more, Tesla’s other businesses, including energy storage, self-driving cars, robots, and artificial-intelligence computing, all have regulatory hurdles that mean slower-than-expected growth in the future.</p><p>Tesla stock is worth some $700 billion at current prices. At HSBC’s target price of $146 a share, the company’s market capitalization would be worth closer to $470 billion.</p><p style=\"text-align: start;\">Coming into Thursday trading, Tesla stock is down about 8% over the past three months. Investors are worried about slowing demand for EVs. Global battery-EV sales rose roughly 25% year over year in the third quarter, but that is a slower rate than earlier in the year. Also, there are simply more EVs for sale now, all vying for market share.</p><p style=\"text-align: start;\">Overall, about 43% of analysts covering Tesla rate shares at Buy, according to FactSet. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.</p><p style=\"text-align: start;\">A new Sell rating doesn’t change the Buy-rating ratio, of course, but it changes the Sell-rating ratio. About 15% of analysts covering Tesla rate shares at Sell. The average Sell-rating ratio for S&amp;P 500 stock is close to 5%. Analysts typically shy away from Sell ratings, and prefer assigning Hold ratings to stocks they don’t favor.</p><p style=\"text-align: start;\">The average analyst price target for Tesla stock is about $239. Among the Buy-rated analysts, the average target price is roughly $290. Among Sell-rated analysts, the average target price is about $120.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/articles/sell-tesla-stock-says-analyst-2e612e67?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382219938","content_text":"Tesla stock picked up a new bearish rating, and it had an impact in morning trading.Tesla shares dropped more than 3% in morning trading.Thursday, according to ratings-aggregation services, HSBC launched coverage of Tesla stock (ticker: TSLA) with the equivalent of a Sell rating and $146 price target, down about 34% from recent levels.Barron’s doesn’t have the report. HSBC didn’t immediately respond to a request for a copy of its report.The issue appears to be valuation. The analyst believes the electric-vehicle business isn’t worth what Tesla stock trades at today. What’s more, Tesla’s other businesses, including energy storage, self-driving cars, robots, and artificial-intelligence computing, all have regulatory hurdles that mean slower-than-expected growth in the future.Tesla stock is worth some $700 billion at current prices. At HSBC’s target price of $146 a share, the company’s market capitalization would be worth closer to $470 billion.Coming into Thursday trading, Tesla stock is down about 8% over the past three months. Investors are worried about slowing demand for EVs. Global battery-EV sales rose roughly 25% year over year in the third quarter, but that is a slower rate than earlier in the year. Also, there are simply more EVs for sale now, all vying for market share.Overall, about 43% of analysts covering Tesla rate shares at Buy, according to FactSet. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.A new Sell rating doesn’t change the Buy-rating ratio, of course, but it changes the Sell-rating ratio. About 15% of analysts covering Tesla rate shares at Sell. The average Sell-rating ratio for S&P 500 stock is close to 5%. Analysts typically shy away from Sell ratings, and prefer assigning Hold ratings to stocks they don’t favor.The average analyst price target for Tesla stock is about $239. Among the Buy-rated analysts, the average target price is roughly $290. Among Sell-rated analysts, the average target price is about $120.","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197663668740232,"gmtCreate":1689292145340,"gmtModify":1689292148712,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"After the downgrade by analyst, stock soared more than 20%..&nbsp;","listText":"After the downgrade by analyst, stock soared more than 20%..&nbsp;","text":"After the downgrade by analyst, stock soared more than 20%..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197663668740232","repostId":"1128990877","repostType":4,"repost":{"id":"1128990877","kind":"news","pubTimestamp":1689249668,"share":"https://ttm.financial/m/news/1128990877?lang=&edition=fundamental","pubTime":"2023-07-13 20:01","market":"us","language":"en","title":"Coinbase Global Stock Cut to Underweight on Barclays Amid Weak Volume","url":"https://stock-news.laohu8.com/highlight/detail?id=1128990877","media":"Seeking Alpha","summary":"Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed","content":"<html><head></head><body><p>Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed and regulatory pressures cloud its outlook.</p><p style=\"text-align: left;\">The downgrade comes a day after Atlantic Equities cut its rating on the cryptocurrency exchange to Neutral after the stock surged 60% from recent lows.</p><p style=\"text-align: left;\">Coinbase (COIN) shares dropped 1.34% in Thursday premarket trading.</p><p style=\"text-align: left;\">&#34;While we continue to believe Coinbase (COIN) is a likely longer-term winner in the broader crypto ecosystem, fundamentals remain challenged, and recent relief from price actions, increasing rates, and cost rationalization likely have little further to run,&#34; Barclays analyst Benjamin Budish wrote in a note to clients.</p><p style=\"text-align: left;\">He noted that Q2 volumes were down 36% from Q1 and July metrics are trading worse M/M and that &#34;regulatory overhang is likely to last for some time.&#34; In addition, competition could be ramping up as some TradFi-backed exchanges and others step into the sector.</p><p style=\"text-align: left;\">The downgrade came after Coinbase (COIN) shares climbed after the announcement of a BlackRock (BLK)-sponsored spot bitcoin ETF, for which Coinbase is expected to be the custodian and prime broker. &#34;We do not think this accurately reflects the potential eventual P&amp;L impact that could accrue to Coinbase,&#34; said Budish, adding that he thinks the rally was overdone.</p><p style=\"text-align: left;\">With the downgrade, his view on Coinbase (COIN) is more bearish than the SA Quant rating, average SA Analyst rating, and average Wall Street rating, all at Hold.</p></body></html>","source":"seekingalpha","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>Coinbase Global Stock Cut to Underweight on Barclays Amid Weak Volume</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\">\nCoinbase Global Stock Cut to Underweight on Barclays Amid Weak Volume\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-13 20:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3987334-coinbase-global-stock-cut-to-underweight-on-barclays-amid-weak-volume><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed...</p>\n\n<a href=\"https://seekingalpha.com/news/3987334-coinbase-global-stock-cut-to-underweight-on-barclays-amid-weak-volume\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/news/3987334-coinbase-global-stock-cut-to-underweight-on-barclays-amid-weak-volume","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128990877","content_text":"Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed and regulatory pressures cloud its outlook.The downgrade comes a day after Atlantic Equities cut its rating on the cryptocurrency exchange to Neutral after the stock surged 60% from recent lows.Coinbase (COIN) shares dropped 1.34% in Thursday premarket trading.\"While we continue to believe Coinbase (COIN) is a likely longer-term winner in the broader crypto ecosystem, fundamentals remain challenged, and recent relief from price actions, increasing rates, and cost rationalization likely have little further to run,\" Barclays analyst Benjamin Budish wrote in a note to clients.He noted that Q2 volumes were down 36% from Q1 and July metrics are trading worse M/M and that \"regulatory overhang is likely to last for some time.\" In addition, competition could be ramping up as some TradFi-backed exchanges and others step into the sector.The downgrade came after Coinbase (COIN) shares climbed after the announcement of a BlackRock (BLK)-sponsored spot bitcoin ETF, for which Coinbase is expected to be the custodian and prime broker. \"We do not think this accurately reflects the potential eventual P&L impact that could accrue to Coinbase,\" said Budish, adding that he thinks the rally was overdone.With the downgrade, his view on Coinbase (COIN) is more bearish than the SA Quant rating, average SA Analyst rating, and average Wall Street rating, all at Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195945552969936,"gmtCreate":1688875634367,"gmtModify":1688875639143,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"It will cross that target next week itself as the upcoming results will keepbthe momentumgoing..","listText":"It will cross that target next week itself as the upcoming results will keepbthe momentumgoing..","text":"It will cross that target next week itself as the upcoming results will keepbthe momentumgoing..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195945552969936","repostId":"2349694300","repostType":2,"repost":{"id":"2349694300","kind":"highlight","pubTimestamp":1688868876,"share":"https://ttm.financial/m/news/2349694300?lang=&edition=fundamental","pubTime":"2023-07-09 10:14","market":"us","language":"en","title":"Analyst: Tesla Stock Could Hit $300","url":"https://stock-news.laohu8.com/highlight/detail?id=2349694300","media":"Motley Fool","summary":"After more than doubling already this year, one analyst thinks shares are headed even higher.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>As supply-chain bottlenecks ease, automotive production volume is soaring.</p></li><li><p>Vehicle production was a big headache for auto manufacturers this time last year.</p></li><li><p>This big question is whether Tesla&#39;s demand can grow as fast as its supply.</p></li></ul><p>While analysts are mixed regarding their expectations for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company&#39;s better-than-expected second-quarter deliveries and Tesla&#39;s overall resilience in the face of an uncertain macroeconomic environment.</p><p>Let&#39;s take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock&#39;s more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla&#39;s manufacturing trends are no exception. This has <strong>Bank of America</strong> analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.</p><h2>The path to $300</h2><p>After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker&#39;s higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.</p><p>Supporting his case, Tesla&#39;s production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.</p><p>Production was a mess this time last year. Tesla&#39;s factory in China endured a significant pause in production during the first half of 2022 as the country&#39;s government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as &#34;supply chain hell&#34; in the second-quarter 2022 earnings call. </p><p>Note that Tesla&#39;s production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.</p><p>Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. </p><h2>1 key risk</h2><p>While it&#39;s good to see Tesla&#39;s production volume gaining momentum, the risk investors face is demand not living up to the automotive company&#39;s rapidly increasing production capacity. We&#39;ve already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.</p><p>So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn&#39;t count on this.</p><p>Whatever the case, it&#39;s certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy&#39;s bullish $300 12-month price target for the stock suggests that he believes Tesla&#39;s demand and deliveries will continue growing nicely throughout the year.</p></body></html>","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>Analyst: Tesla Stock Could Hit $300</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\">\nAnalyst: Tesla Stock Could Hit $300\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla'...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/\">Web 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.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349694300","content_text":"KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla's demand can grow as fast as its supply.While analysts are mixed regarding their expectations for Tesla  stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company's better-than-expected second-quarter deliveries and Tesla's overall resilience in the face of an uncertain macroeconomic environment.Let's take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock's more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla's manufacturing trends are no exception. This has Bank of America analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.The path to $300After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker's higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.Supporting his case, Tesla's production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.Production was a mess this time last year. Tesla's factory in China endured a significant pause in production during the first half of 2022 as the country's government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as \"supply chain hell\" in the second-quarter 2022 earnings call. Note that Tesla's production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. 1 key riskWhile it's good to see Tesla's production volume gaining momentum, the risk investors face is demand not living up to the automotive company's rapidly increasing production capacity. We've already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn't count on this.Whatever the case, it's certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy's bullish $300 12-month price target for the stock suggests that he believes Tesla's demand and deliveries will continue growing nicely throughout the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970387949,"gmtCreate":1683944534781,"gmtModify":1683944540002,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"It's already happening, as the stock&nbsp;was steady amidst of fall in&nbsp;nasdaq.&nbsp;","listText":"It's already happening, as the stock&nbsp;was steady amidst of fall in&nbsp;nasdaq.&nbsp;","text":"It's already happening, as the stock was steady amidst of fall in nasdaq.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970387949","repostId":"2334189670","repostType":2,"repost":{"id":"2334189670","kind":"highlight","pubTimestamp":1683942745,"share":"https://ttm.financial/m/news/2334189670?lang=&edition=fundamental","pubTime":"2023-05-13 09:52","market":"us","language":"en","title":"Google I/O Demos Mind-Blowing AI Capabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=2334189670","media":"Seekingalpha","summary":"In our previous article, we underscored Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) ","content":"<html><head></head><body><p>In our previous article, we underscored Alphabet&#39;s (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) and OpenAI. Our critique was aimed at Alphabet&#39;s seemingly sluggish reaction, a cause of our frustration. However, we attended Google&#39;s recent I/O event and left impressed by the company&#39;s demo of many new AI capabilities. In our view, this event could indicate a shift in Alphabet&#39;s approach, hinting at the dawn of a new era marked by a more assertive AI strategy. This article delves into an analysis of Alphabet&#39;s I/O event, its standing in the AI realm, and offers a fresh evaluation of the company&#39;s financial performance and valuation.</p><h2>What We Learned From Google I/O 2023</h2><p>In Google&#39;s recent 2+ hour keynote address, which was heavily dedicated to Artificial Intelligence, we saw a notable shift towards generative AI, an area that has stirred significant debate since the launch of ChatGPT. This move appears to be a strategic play to regain control of the narrative around generative AI and consolidate Google&#39;s position in this competitive landscape.</p><p>The keynote presentation displayed an impressive array of developments and innovative functionality across Google&#39;s entire suite of products. We believe that this comprehensive approach demonstrates Google&#39;s formidable capabilities in the generative AI space, which should serve to reassure investors about Google&#39;s ability to compete effectively in this arena.</p><p>A particularly encouraging highlight from the event was Google&#39;s disclosure of its AI-optimized infrastructure. Offering better performance at costs up to 50% cheaper than competitors, Google&#39;s proposition directly addresses ongoing investor concerns regarding compute costs pressuring gross margins. By offering a more cost-effective solution, Google is not only enhancing its competitive edge but also potentially boosting its profitability, a significant win for investors.</p><p>Google&#39;s search developments also leaned positive, indicating an ability to respond to increasingly complex queries. This capability could drive incremental search use cases, further strengthening Google&#39;s core Search business, which has been under scrutiny for its terminal value risk. While the company noted it&#39;s not currently making changes to Search ads, it left the door open for potential ad integration in the GAI snapshot area, hinting at a possible new revenue stream.</p><h2>Spotlight: Bard</h2><p>Sissie Hsiao, GM of Google Assistant and Bard, recently presented some significant advancements in Bard, Google&#39;s large language model. Initially launched as an experimental project, Bard has undergone considerable enhancements and now demonstrates proficiency in over 20 programming languages. These languages include widely used ones such as C++, GO, JavaScript, Python, and Kotlin, and even extend to Google Sheets functions. Bard&#39;s capabilities now encompass assisting developers with code generation, debugging, and elucidating code snippets, as evidenced by a Python script that recreates a chess move. In addition, Google has responded to developer feedback by enhancing Bard&#39;s code citations to be more precise, providing specific links to sources when it uses blocks of code from elsewhere.</p><p>The application of Bard extends beyond coding tasks. For example, Google is incorporating the ability to export Bard&#39;s responses directly into Gmail and Google Docs, thereby assisting users in drafting emails and documents. The continual development of Bard is apparent in its integration with other tools. Soon, users will have the capability to export and run code directly from Bard to repl.it. The upcoming launch of a dark mode, which can be activated manually or set to follow the user&#39;s OS settings, reflects Google&#39;s ongoing commitment to enhancing the user experience. Furthermore, Google plans to extend Bard&#39;s capabilities by integrating it with Google Apps and partner services, enabling users to perform tasks securely and privately that were previously impossible.</p><p>The future of Bard appears exciting, with the language model soon being able to interact with images through integration with Google Lens. Bard will be able to identify relevant images in response to prompts and users will be able to prompt Bard with images. Additionally, Google is exploring Bard&#39;s potential as a research tool. An example was demonstrated where Bard was used to locate colleges with animation programs in Pennsylvania, visualize their locations on Google Maps, organize the results in a table, and add pertinent information such as the school&#39;s public or private status. Google is also planning to enable Bard to interact with various online services, such as Instacart, Indeed, and Khan Academy. With the removal of the waitlist and opening up to over 180 countries and territories, Bard&#39;s reach is expanding, and it is set to support 40 languages in the future, already being available in Japanese and Korean.</p><h2>Spotlight: Workspaces</h2><p>Aparna Pappu, <a href=\"https://laohu8.com/S/VP..UK\">VP</a> of Google Work Spaces, unveiled the integration of artificial intelligence into Google Workspace, transforming the platform into a dynamic environment for real-time collaboration. This new application of AI aims to elevate productivity by enabling the technology to act as both a coach and a thought partner for users, augmenting human intelligence and efficiency.</p><p>The integration of AI into Google Workspace was demonstrated through a variety of practical examples. The &#34;help me write&#34; feature, currently available in Gmail and Docs, showcased the AI&#39;s capacity to assist with diverse tasks, such as drafting essays, crafting sales pitches, and conducting client outreach. In a striking demonstration of AI&#39;s capabilities, Pappu showed how AI can generate comprehensive job descriptions using only brief prompts, significantly reducing time and effort for HR teams. The AI&#39;s ability to streamline and automate tasks was further illustrated in Google Sheets, where AI was shown to organize the logistics of a dog-walking business, generating a detailed table for clients and pet details. Google Slides also benefited from the integration, with AI able to generate relevant images based on the text within a slide, aiding in visual storytelling.</p><p>The announcement of Duet AI for Workspace marks a significant milestone in Google&#39;s vision for AI-augmented productivity. Set to offer generative AI features across Workspace, Duet AI is expected to provide proactive and contextual prompts to users based on their ongoing tasks, enhancing the ability to work more efficiently and intuitively. A live demonstration of Sidekick, an AI-powered side panel in Workspace, underscored the potential of this new feature. Sidekick was shown to read and process documents in real time, offering context-based suggestions and prompts to enhance the user&#39;s work. Whether it&#39;s generating context-relevant questions for a collaborative story project, summarizing conversations for a potluck planning scenario, or creating speaker notes for a professional presentation, Sidekick underscores AI&#39;s potential as a collaborator, setting the stage for a new era of productivity in Google Workspace.</p><h2>Financial &amp; Valuation</h2><p><em>Note: All historical data in this section comes from the company&#39;s 10-K filings, and all consensus numbers come from FactSet.</em></p><p>In the recently reported Q1 earnings, Google presented a performance that was somewhat lackluster. Despite revenue growth of 2.6% y/y to $69.8 billion, which met consensus estimates, the stock declined by -0.2% post-announcement. The lukewarm market reaction may be attributed to the company&#39;s operating margin, which fell to 25.0% compared to 29.5% a year ago.</p><p>While the company&#39;s earnings per share (EPS) of $1.17 for the quarter did beat consensus by 8%, it represented a 5% y/y decrease, which could be a cause for concern. Yet, it&#39;s important to note that Google&#39;s revenue growth over the past three fiscal years has been robust, with a compound annual growth rate (CAGR) of 20.4%.</p><p>Although the sell-side consensus forecasts a slowdown in revenue growth to 5.8% this fiscal year, it predicts a rebound to 11.1% the following fiscal year. We believe this could provide a catalyst for Google&#39;s performance, assuming the tech giant can successfully navigate the competitive landscape and continue to innovate.</p><p>On the bright side, Google&#39;s EBIT margin has increased by 5.2% points over the past three fiscal years, indicating an improvement in operational efficiency. Furthermore, the company has been actively repurchasing shares, reducing the diluted outstanding common shares by 14.5% over the past three years. This aggressive buyback strategy has helped to more than offset shareholder dilution.</p><p>However, Google&#39;s recent performance has been underwhelming compared to the broader market. Over the past year, the company underperformed the S&amp;P 500 by -7% points, delivering a negative absolute return of -2.0%. Despite this, Google&#39;s stock is trading 15.7% above its 200-day moving average, suggesting a degree of investor confidence in the long-term prospects of the company.</p><p>Google&#39;s PEG ratio for FY2 stands at 1.0, compared to the S&amp;P 500&#39;s PEG ratio of 1.5. This represents a discount of 32.7% and could be viewed as a potential opportunity for value-oriented investors. Although the company does not offer a dividend, its strong return on invested capital of 21.4% is a testament to its effective use of capital.</p><h2>Conclusion</h2><p>Google&#39;s recent I/O event unveiled a series of impressive advancements in the field of artificial intelligence. The demonstrations of Bard, Google&#39;s language model, showcased its expanded capabilities in assisting developers and its potential to enhance productivity in various tasks. The integration of AI into Google Workspace further solidifies the company&#39;s commitment to empowering users with intelligent collaboration features. Additionally, Google&#39;s financial performance, while presenting some challenges, continues to exhibit strong revenue growth and improved operational efficiency. Overall, the event signifies a shift in Alphabet&#39;s approach to AI, highlighting their determination to maintain a leading position in the competitive AI landscape. As Google continues to innovate and leverage the power of AI, it presents investors with potential opportunities for long-term growth and value creation.</p><p>However, investors should keep in mind that Google is still behind Microsoft in terms of implementing generative AI, as we wrote about last month. It is important for investors to thoroughly assess and consider the risks highlighted in the article as part of their due diligence process.</p></body></html>","source":"seekingalpha","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>Google I/O Demos Mind-Blowing AI Capabilities</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\">\nGoogle I/O Demos Mind-Blowing AI Capabilities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-13 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4603594-google-io-mind-blowing-ai-capabilities><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In our previous article, we underscored Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) ...</p>\n\n<a href=\"https://seekingalpha.com/article/4603594-google-io-mind-blowing-ai-capabilities\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4603594-google-io-mind-blowing-ai-capabilities","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2334189670","content_text":"In our previous article, we underscored Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) and OpenAI. Our critique was aimed at Alphabet's seemingly sluggish reaction, a cause of our frustration. However, we attended Google's recent I/O event and left impressed by the company's demo of many new AI capabilities. In our view, this event could indicate a shift in Alphabet's approach, hinting at the dawn of a new era marked by a more assertive AI strategy. This article delves into an analysis of Alphabet's I/O event, its standing in the AI realm, and offers a fresh evaluation of the company's financial performance and valuation.What We Learned From Google I/O 2023In Google's recent 2+ hour keynote address, which was heavily dedicated to Artificial Intelligence, we saw a notable shift towards generative AI, an area that has stirred significant debate since the launch of ChatGPT. This move appears to be a strategic play to regain control of the narrative around generative AI and consolidate Google's position in this competitive landscape.The keynote presentation displayed an impressive array of developments and innovative functionality across Google's entire suite of products. We believe that this comprehensive approach demonstrates Google's formidable capabilities in the generative AI space, which should serve to reassure investors about Google's ability to compete effectively in this arena.A particularly encouraging highlight from the event was Google's disclosure of its AI-optimized infrastructure. Offering better performance at costs up to 50% cheaper than competitors, Google's proposition directly addresses ongoing investor concerns regarding compute costs pressuring gross margins. By offering a more cost-effective solution, Google is not only enhancing its competitive edge but also potentially boosting its profitability, a significant win for investors.Google's search developments also leaned positive, indicating an ability to respond to increasingly complex queries. This capability could drive incremental search use cases, further strengthening Google's core Search business, which has been under scrutiny for its terminal value risk. While the company noted it's not currently making changes to Search ads, it left the door open for potential ad integration in the GAI snapshot area, hinting at a possible new revenue stream.Spotlight: BardSissie Hsiao, GM of Google Assistant and Bard, recently presented some significant advancements in Bard, Google's large language model. Initially launched as an experimental project, Bard has undergone considerable enhancements and now demonstrates proficiency in over 20 programming languages. These languages include widely used ones such as C++, GO, JavaScript, Python, and Kotlin, and even extend to Google Sheets functions. Bard's capabilities now encompass assisting developers with code generation, debugging, and elucidating code snippets, as evidenced by a Python script that recreates a chess move. In addition, Google has responded to developer feedback by enhancing Bard's code citations to be more precise, providing specific links to sources when it uses blocks of code from elsewhere.The application of Bard extends beyond coding tasks. For example, Google is incorporating the ability to export Bard's responses directly into Gmail and Google Docs, thereby assisting users in drafting emails and documents. The continual development of Bard is apparent in its integration with other tools. Soon, users will have the capability to export and run code directly from Bard to repl.it. The upcoming launch of a dark mode, which can be activated manually or set to follow the user's OS settings, reflects Google's ongoing commitment to enhancing the user experience. Furthermore, Google plans to extend Bard's capabilities by integrating it with Google Apps and partner services, enabling users to perform tasks securely and privately that were previously impossible.The future of Bard appears exciting, with the language model soon being able to interact with images through integration with Google Lens. Bard will be able to identify relevant images in response to prompts and users will be able to prompt Bard with images. Additionally, Google is exploring Bard's potential as a research tool. An example was demonstrated where Bard was used to locate colleges with animation programs in Pennsylvania, visualize their locations on Google Maps, organize the results in a table, and add pertinent information such as the school's public or private status. Google is also planning to enable Bard to interact with various online services, such as Instacart, Indeed, and Khan Academy. With the removal of the waitlist and opening up to over 180 countries and territories, Bard's reach is expanding, and it is set to support 40 languages in the future, already being available in Japanese and Korean.Spotlight: WorkspacesAparna Pappu, VP of Google Work Spaces, unveiled the integration of artificial intelligence into Google Workspace, transforming the platform into a dynamic environment for real-time collaboration. This new application of AI aims to elevate productivity by enabling the technology to act as both a coach and a thought partner for users, augmenting human intelligence and efficiency.The integration of AI into Google Workspace was demonstrated through a variety of practical examples. The \"help me write\" feature, currently available in Gmail and Docs, showcased the AI's capacity to assist with diverse tasks, such as drafting essays, crafting sales pitches, and conducting client outreach. In a striking demonstration of AI's capabilities, Pappu showed how AI can generate comprehensive job descriptions using only brief prompts, significantly reducing time and effort for HR teams. The AI's ability to streamline and automate tasks was further illustrated in Google Sheets, where AI was shown to organize the logistics of a dog-walking business, generating a detailed table for clients and pet details. Google Slides also benefited from the integration, with AI able to generate relevant images based on the text within a slide, aiding in visual storytelling.The announcement of Duet AI for Workspace marks a significant milestone in Google's vision for AI-augmented productivity. Set to offer generative AI features across Workspace, Duet AI is expected to provide proactive and contextual prompts to users based on their ongoing tasks, enhancing the ability to work more efficiently and intuitively. A live demonstration of Sidekick, an AI-powered side panel in Workspace, underscored the potential of this new feature. Sidekick was shown to read and process documents in real time, offering context-based suggestions and prompts to enhance the user's work. Whether it's generating context-relevant questions for a collaborative story project, summarizing conversations for a potluck planning scenario, or creating speaker notes for a professional presentation, Sidekick underscores AI's potential as a collaborator, setting the stage for a new era of productivity in Google Workspace.Financial & ValuationNote: All historical data in this section comes from the company's 10-K filings, and all consensus numbers come from FactSet.In the recently reported Q1 earnings, Google presented a performance that was somewhat lackluster. Despite revenue growth of 2.6% y/y to $69.8 billion, which met consensus estimates, the stock declined by -0.2% post-announcement. The lukewarm market reaction may be attributed to the company's operating margin, which fell to 25.0% compared to 29.5% a year ago.While the company's earnings per share (EPS) of $1.17 for the quarter did beat consensus by 8%, it represented a 5% y/y decrease, which could be a cause for concern. Yet, it's important to note that Google's revenue growth over the past three fiscal years has been robust, with a compound annual growth rate (CAGR) of 20.4%.Although the sell-side consensus forecasts a slowdown in revenue growth to 5.8% this fiscal year, it predicts a rebound to 11.1% the following fiscal year. We believe this could provide a catalyst for Google's performance, assuming the tech giant can successfully navigate the competitive landscape and continue to innovate.On the bright side, Google's EBIT margin has increased by 5.2% points over the past three fiscal years, indicating an improvement in operational efficiency. Furthermore, the company has been actively repurchasing shares, reducing the diluted outstanding common shares by 14.5% over the past three years. This aggressive buyback strategy has helped to more than offset shareholder dilution.However, Google's recent performance has been underwhelming compared to the broader market. Over the past year, the company underperformed the S&P 500 by -7% points, delivering a negative absolute return of -2.0%. Despite this, Google's stock is trading 15.7% above its 200-day moving average, suggesting a degree of investor confidence in the long-term prospects of the company.Google's PEG ratio for FY2 stands at 1.0, compared to the S&P 500's PEG ratio of 1.5. This represents a discount of 32.7% and could be viewed as a potential opportunity for value-oriented investors. Although the company does not offer a dividend, its strong return on invested capital of 21.4% is a testament to its effective use of capital.ConclusionGoogle's recent I/O event unveiled a series of impressive advancements in the field of artificial intelligence. The demonstrations of Bard, Google's language model, showcased its expanded capabilities in assisting developers and its potential to enhance productivity in various tasks. The integration of AI into Google Workspace further solidifies the company's commitment to empowering users with intelligent collaboration features. Additionally, Google's financial performance, while presenting some challenges, continues to exhibit strong revenue growth and improved operational efficiency. Overall, the event signifies a shift in Alphabet's approach to AI, highlighting their determination to maintain a leading position in the competitive AI landscape. As Google continues to innovate and leverage the power of AI, it presents investors with potential opportunities for long-term growth and value creation.However, investors should keep in mind that Google is still behind Microsoft in terms of implementing generative AI, as we wrote about last month. It is important for investors to thoroughly assess and consider the risks highlighted in the article as part of their due diligence process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941691807,"gmtCreate":1680179716310,"gmtModify":1680179720659,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Super!","listText":"Super!","text":"Super!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941691807","repostId":"1121093092","repostType":2,"repost":{"id":"1121093092","kind":"news","pubTimestamp":1680179447,"share":"https://ttm.financial/m/news/1121093092?lang=&edition=fundamental","pubTime":"2023-03-30 20:30","market":"us","language":"en","title":"Alibaba’s $20 Billion Logistics Arm Gears Up for Hong Kong IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1121093092","media":"Bloomberg","summary":"CICC, Citi are working with Cainiao on potential share saleA listing could happen as soon as end of ","content":"<html><head></head><body><ul><li><p>CICC, Citi are working with Cainiao on potential share sale</p></li><li><p>A listing could happen as soon as end of 2023, people say</p></li></ul><p>Cainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for its Hong Kong initial public offering, people familiar with the matter said, paving way to be the first of the Chinese tech firm’s six business units to go public.</p><p>Banks including China International Capital Corp. and Citigroup Inc. are working with the company to prepare for the first-time share sale, the people said. The firm is targeting a listing as soon as the end of this year, said one of the people, asking not to be identified as the information is private. Cainiao is currently valued at more than $20 billion, the people said.</p><p>Cainiao hasn’t decided on the IPO size, while the timeline is still subject to changes depending on market conditions, the people said. A representative for Cainiao said the company doesn’t have a clear plan and timeline for an IPO. A representative for Citigroup declined to comment, while a representative for CICC didn’t immediately respond to requests for comment.</p><p>Alibaba this week unveiled plans to split its $250 billion business into six main units encompassing e-commerce, media and the cloud. Each business will explore fundraising or IPO at an appropriate time. The tech mammoth will consider gradually giving up control of some of its main businesses, Alibaba Chief Executive Officer Daniel Zhang said on a conference call on Thursday, but declined to specify a timeline for any IPOs.</p><p>Cainiao, which means rookie or amateur in Chinese, promises to deliver packages in China within 24 hours and anywhere else in the world in 72 hours, according to its website. It directly operated nine overseas sorting centers and partnered with more than 500 logistics companies globally as of March 2022.</p><p>The Alibaba arm’s revenue, after inter-segment elimination, rose 27% on a year-on-year basis to 16.6 billion yuan ($2.4 billion) for the three months ended Dec. 31, according to a statement last month. Upgrades in consumer logistics services and international fulfillment solutions contributed to the growth.</p><p>Alibaba gained 1.95% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91e88fe07d05a4e4ad09da3e342406d1\" title=\"\" tg-width=\"783\" tg-height=\"629\"/></p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s $20 Billion Logistics Arm Gears Up for Hong Kong IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba’s $20 Billion Logistics Arm Gears Up for Hong Kong IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-30/alibaba-s-20-billion-logistics-arm-said-to-gear-up-for-hk-ipo?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CICC, Citi are working with Cainiao on potential share saleA listing could happen as soon as end of 2023, people sayCainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-30/alibaba-s-20-billion-logistics-arm-said-to-gear-up-for-hk-ipo?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-30/alibaba-s-20-billion-logistics-arm-said-to-gear-up-for-hk-ipo?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121093092","content_text":"CICC, Citi are working with Cainiao on potential share saleA listing could happen as soon as end of 2023, people sayCainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for its Hong Kong initial public offering, people familiar with the matter said, paving way to be the first of the Chinese tech firm’s six business units to go public.Banks including China International Capital Corp. and Citigroup Inc. are working with the company to prepare for the first-time share sale, the people said. The firm is targeting a listing as soon as the end of this year, said one of the people, asking not to be identified as the information is private. Cainiao is currently valued at more than $20 billion, the people said.Cainiao hasn’t decided on the IPO size, while the timeline is still subject to changes depending on market conditions, the people said. A representative for Cainiao said the company doesn’t have a clear plan and timeline for an IPO. A representative for Citigroup declined to comment, while a representative for CICC didn’t immediately respond to requests for comment.Alibaba this week unveiled plans to split its $250 billion business into six main units encompassing e-commerce, media and the cloud. Each business will explore fundraising or IPO at an appropriate time. The tech mammoth will consider gradually giving up control of some of its main businesses, Alibaba Chief Executive Officer Daniel Zhang said on a conference call on Thursday, but declined to specify a timeline for any IPOs.Cainiao, which means rookie or amateur in Chinese, promises to deliver packages in China within 24 hours and anywhere else in the world in 72 hours, according to its website. It directly operated nine overseas sorting centers and partnered with more than 500 logistics companies globally as of March 2022.The Alibaba arm’s revenue, after inter-segment elimination, rose 27% on a year-on-year basis to 16.6 billion yuan ($2.4 billion) for the three months ended Dec. 31, according to a statement last month. Upgrades in consumer logistics services and international fulfillment solutions contributed to the growth.Alibaba gained 1.95% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941809163,"gmtCreate":1680091448953,"gmtModify":1680096937927,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Is it good or bad for share holders? Although share is rebounded yesterday, it will sustain only if the changes are good for fundamentals.&nbsp;","listText":"Is it good or bad for share holders? Although share is rebounded yesterday, it will sustain only if the changes are good for fundamentals.&nbsp;","text":"Is it good or bad for share holders? Although share is rebounded yesterday, it will sustain only if the changes are good for fundamentals.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941809163","repostId":"2323652221","repostType":2,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941800219,"gmtCreate":1680091174632,"gmtModify":1680096932107,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941800219","repostId":"1159040209","repostType":2,"repost":{"id":"1159040209","kind":"news","pubTimestamp":1680102888,"share":"https://ttm.financial/m/news/1159040209?lang=&edition=fundamental","pubTime":"2023-03-29 23:14","market":"us","language":"en","title":"8 Stocks Run By Billionaires That Could Potentially Trump The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1159040209","media":"Seekingalpha","summary":"The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Year","content":"<html><head></head><body><h3>The Billionaires&#39; Portfolio</h3><p>Following up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy also mentioned in the book. The book itself follows several fund managers that had hit it big with stocks that turned $10,000 into $1 million and the methodologies they used to achieve those discoveries. The most prevalent of which was the small-cap, high-earnings growth high quality company. Another admirable mention was the Billionaire portfolio. Buying shares of companies run by individuals with a net worth of $1 Billion or more.</p><p>These individuals more often than not tended to be founders with a significant incentive to grow the value of the company due to their large personal equity stakes. On the other hand, individuals that achieved this status while not being founders were long-time company partners or employees with an equivalent desire to compound the value of their stake in the company by growing it and thus enriching themselves by virtue of the share appreciation.</p><h2 style=\"text-align: left;\">Finding the Companies</h2><p style=\"text-align: left;\">Oddly enough, in the 1990s when this strategy was put together, information on individual CEO net worth was extremely hard to come by. Fund manager Matt Houk said his team had to scour the libraries for data to figure out who had attained a personal fortune from their running of the company. Now you can simply do a web search for any CEO + net worth and bada bing! They&#39;re all right there. To my surprise, there were not a whole lot of them. I&#39;ve found 8 solid leads run by Billionaires of profitable companies. I&#39;ve left out some of the recently IPO&#39;d companies as their fortunes are not yet based on running a profitable business; an example would be Alex Karp at Palantir (PLTR).</p><p style=\"text-align: left;\">Most of these CEOs also have the propensity to not pay a significant dividend, if one at all. This probably has to do with their confidence in compounding capital for the investors rather than giving it to them in a dividend payment. While I am primarily a dividend guy, I can not fault the logic as long as the keys are being handed to a competent driver. In the examples laid out below, the charts say these drivers are very competent indeed.</p><p style=\"text-align: left;\">I have included the total return on the charts of companies where there is a significant dividend paid during the reign of the mentioned CEO.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259d776206400cb09d39e2817bd5840b\" title=\"visualcapitalist.com billionaire map\" tg-width=\"640\" tg-height=\"386\"/><span>visualcapitalist.com billionaire map</span></p><p style=\"text-align: left;\"><strong>visualcapitalist.com</strong></p><h3 style=\"text-align: left;\">Warren Buffett</h3><p style=\"text-align: left;\">Starting with <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> (BRK.B)(BRK.A), Warren Buffett is the all time long-term king of compounding capital. Warren Buffett is not only one of the wealthiest individuals in the world but also touts Berkshire Hathaway as having one of, if not the highest, net worth of a company on the planet at over $600 Billion considering assets minus liabilities. The frugal Billionaire has taken good care of his investors.</p><p style=\"text-align: left;\">Per Bloomberg: &#34;He is one of the best-known fundamental investors in the world as a result of his immense investment success possessing a net worth of over $108 billion as of February 2023, making him the world&#39;s fifth-wealthiest person.&#34;</p><p style=\"text-align: left;\">Berkshire has been popular recently due to the risk-off nature of the market. The conservative balance sheet management has always been a plus for Berkshire, avoiding debt and focusing on reinvesting the float of their insurance companies and cash flow from privately held businesses upstream into their blue chip holdings portfolio. With a debt-to-equity ratio of only 26% and $128 Billion in cash, this is about as safe a company that exists in my opinion.</p><p style=\"text-align: left;\">Buffett himself has said they are a buyer of Berkshire at 1.25 X book value, with the stock trading at a TTM book value of 1.4 X, it might be slightly overvalued. Forward earnings are slated at 20 X, also making this a rich valuation based on the Graham Number eyeball test where the price-to-book times the price-to-earnings should not exceed 22.5.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b7d5d3e13b5b2bd558123a7259f65c4\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Mark Zuckerberg</h3><p style=\"text-align: left;\">As of March 2023, Zuckerberg&#39;s net worth was $73 billion according to the <em>Forbes</em> Real Time Billionaires making him the 15th richest person in the world. Mark Zuckerberg owns about 13.6% of <a href=\"https://laohu8.com/S/META\">Meta </a>, making this a stereotypical founder stock. The stock is one of my larger holdings that I bought after the sell-off in tech. They generate high returns on invested capital and have a &#34;cash printer&#34; advertising business. I wrote my first buy article here, and the stock is up 107% since then.</p><p style=\"text-align: left;\">Meta is down quite a bit from its all-time highs, but still a not too shabby 436% since the company went public. With a market cap under a trillion, I believe this one has a lot more upside to come.</p><p style=\"text-align: left;\">The price target at the time of my article followed a GAAP PEG ratio data set excluding the slowdown in growth post Metaverse spending. Assuming that the 20% CAGR engine of Facebook is still intact without the Metaverse, I came up with a high price based on a 20.5 X multiplier of $261 at that time. Using that same multiplier times forward EPS estimates of $9.65, gives us a lower current price target of $193. Meta is a hold for me at these prices after the double from the bottom.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71addf3911ea7e34c47a1ce2ceaa5c17\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Jamie Dimon</h3><p style=\"text-align: left;\">Dimon&#39;s net worth is estimated at $1.8 billion, pretty good for a non-founder. <a href=\"https://laohu8.com/S/JPM\">JPMorgan </a> has helped keep the most stable price for a SIB [systematically important bank] bank since the GFC in 2008-09 which helped boost Dimon&#39;s net worth, with an estimated $485 million in JP Morgan stock. Dimon&#39;s letters have been heralded by Warren Buffett himself and he has been looked at as one of the main orators opining on the forward state of corporate earnings and the economy. As JP Morgan Chase has financial products in almost all economic sectors, he is well suited to know what is happening at any given time, maybe even more so than Janet Yellen or Jerome Powell. The total return on JP Morgan Chase &amp; Co is over 473% since Jamie Dimon took over.</p><p style=\"text-align: left;\">Bank stocks track the Graham number well with their earnings being tied directly to assets on the balance sheet. The SQRT of 22.5X $90.29 [book value] X $12.09 [TTM EPS]= $156.71. The stock is currently cheap as are most bank stocks if you can stomach the volatility and trust their balance sheets.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47c851a854318cbacab1ab0e05fcdd3b\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Sundar Pichai</h3><p style=\"text-align: left;\">According to a Google search, the <a href=\"https://laohu8.com/S/GOOGL\">Google</a> (GOOGL)(GOOG) CEO&#39;s net worth just crossed into Billionaire territory at $1.3 Billion. It should be accurate as I imagine he could edit it otherwise on his own search engine! He has reduced his holdings quite a bit but still owns around $200 million in Google stock. Whether he has a major stake in the company or not, his net worth was certainly built on his hard work and effort at Google. Google stock is up 269% since he became CEO.</p><p style=\"text-align: left;\">This stock is on my buy list and one of the cheapest tech blue chip stocks out there in my opinion. The TTM EBITDA numbers for Google/Alphabet are at $90.771 Billion. With 12.849 Billion shares outstanding, that equates to $7.064 in EBITDA per share. The EBITDA CAGR, incorporating the TTM as our terminal value to end 2022, would equal a trailing 5-year growth rate of 17.8%. Using 17.8 as a multiple and $7.064 as our multiplicand, we get a price target of $125.73. This stock is well within my price target and a strong buy on seeking alpha&#39;s quant system.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cde92f7193c1ad7914705acef67c409\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Tim Cook</h3><p style=\"text-align: left;\">Tim Cook, like Pichai, also just entered the Billionaire party estimated at a $1.8 Billion net worth as of 2023. At <a href=\"https://laohu8.com/S/AAPL\">Apple </a> he has been a wizard of capital stewardship.</p><p style=\"text-align: left;\">Cook is estimated to have at least $526 million of Apple stock and has built his net worth through both ownership and large amounts of compensation. Since Cook took over, the stock is up over 1,400% on a total return basis, amazing in this period! While I have expressed my concerns over Apple&#39;s lack of innovation and attachment to the China supply chain, early investors who have held have been richly rewarded. I would buy Apple at a cheaper price if it ever gets there. The stock has fans and rightly so.</p><p style=\"text-align: left;\">I looked at a standard GAAP PEG ratio for APPLE and came up with the following: Considering $3.00 per share in 2018 as our beginning number and $6.15 as our 2022 terminal EPS, we get a GAAP CAGR in earnings of 15.4%. Using the TTM EPS of $5.91 as our multiplicand and 15.4+.61(Peter Lynch dividend yield kicker of .61%)=16.02 and our multiplier gives us a fair value based on GAAP earnings of $94.67. That would be deep value. Apple has not tracked the rest of the Nasdaq downward so this is wishful thinking. However, I only look for significant value when placing outsized tech bets with low yields. The management controls my fate, so the growth has to be adequate relative to my entry price.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4a9b791a314962959757865f4427b5e\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Jensen Huang</h3><p style=\"text-align: left;\">I have to admit, even after writing an article about the overvaluation of <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, Jensen Huang has been the most outstanding grower of capital on the list. I figured in the near term it would have been Elon Musk, but it&#39;s Jensen. Kudos good sir. As of January 2023, Huang&#39;s net worth is US$16.3 billion according to the Bloomberg Billionaires Index.</p><p style=\"text-align: left;\">This stock truly defies gravity. NVIDIA is really hard to evaluate and does not track its other semiconductor peers. I have written on NVIDIA trying to give it a liberal price based on a Non-GAAP PEG ratio, and it still didn&#39;t pencil. Either way, this stock is more of a bet that NVIDIA has the secret sauce to all things artificial intelligence. As a stock with large founder ownership, I think you can be sure Jensen will do everything in his power to lead NVIDIA to a bright future. If you followed this founder from the beginning, Kudos to you, 32K% return is tops on this list!</p><p style=\"text-align: left;\">Even being the most optimistic of optimists, Peter Lynch advises not to use more than 25% as your high forward CAGR estimate for any growth company. Using 25 X as our multiplier and the forward GAAP estimate in earnings-per-share at $4.5, we still come up with a high price target of $112.5. This stock is one of the most richly valued stocks in the entire market. It&#39;s not impossible that they grow into these large shoes after a FED pivot and a return to economic growth out of the doldrums of negative cyclicality. Might be time to take some profit on this one, but that&#39;s up to you my friends, Jensen is definitely an intangible asset that is hard to quantify.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd45967e8f0ff614ba291e5a109f2c2\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h4 style=\"text-align: left;\">Brian Roberts</h4><p style=\"text-align: left;\">A good Wikipedia synopsis on Roberts tells the following:</p><blockquote>Roberts is chairman and CEO of Comcast Corporation. He was named President of Comcast Corporation in 1990 at only 31 years of age when the company had $657 million in annual revenue. Comcast Corporation&#39;s annual revenue has since grown to $94.5 billion.</blockquote><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CMCSA\">Comcast </a>, was one of the 100 bagger stocks mentioned in the <em>100 Baggers</em> book. Roberts is the son of Founder Ralph J. Roberts and can be considered a quasi-founder. With an estimated net worth of $1.8 Billion, Roberts has done well for himself but could have probably done better considering his positioning in the company&#39;s history. I wrote an article on Comcast recently and the company has all kinds of catalysts in front of it, namely in the expansion of its theme-park business and the addition of the Super Nintendo brand in North America. This is a founder stock I am in for a decent amount and it has a great dividend to boot!</p><p style=\"text-align: left;\">Coming up with a price target in my coverage of Comcast, I used the Graham number formula; the SQRT of 22.5 X [EPS] X (Book Value), our inputs would be $19.18 Book Value, and our forward EPS equivalent to analyst average estimates of $3.63 a share. Therefore SQRT 22.5 X ($3.63) X ($19.18)= $39.57, basically trading right at fair value with this GAAP metric.</p><p style=\"text-align: left;\">Reconfiguring it to get a high end based on EBITDA, we have $35.9 Billion in EBITDA TTM and 4.22 Billion shares outstanding. This would give us an EBITDA per share of $8.5. A reconstituted formula of SQRT 22.5 X($8.5) X (19.18)= $60.56 a share, basically right back to its September 2021 high. Blending the two would give us an average price target of $50 a share.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d7f7964d97e1dac4f40d355564756c\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Elon Musk</h3><p style=\"text-align: left;\">I would have assumed the total return on <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> would have topped the list, but Jensen Huang trumped Elon Musk in this regard. That being said, Musk tops the list in total net worth at around $200 Billion depending on where Tesla stock sits on any given day. This is the most founder-centric stock that exists amongst Billionaires today in large caps. Although the ride in Tesla stock is the antithesis of a SWAN stock, what do you expect from a product that can do 0-60 in a few seconds? I wrote a Tesla article after it was decimated and the return has been ridiculous ever since.</p><p style=\"text-align: left;\">Tesla has proved that it can compound revenue at a higher clip than any other vehicle company that currently exists. This founder stock is rife with both innovation and salesmanship by its CEO. Hard to say where I would enter again, but for those that have held onto this since the beginning, an 11k% return is a handsome reward.</p><p style=\"text-align: left;\">Taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.164 Billion shares outstanding and TTM EBITDA of $17.439 Billion, that currently gives us an EBITDA per share of $5.51, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.51. This spits out a fair value of $137.75. Tesla has gone back to a hold in my book, but it is not terribly overvalued.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92ba62b34dcad7a9fb4547df981f4e10\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h2 style=\"text-align: left;\">Honorable Mention</h2><p style=\"text-align: left;\">SoftBank (OTCPK:SFTBY) and Masayoshi Son have been a favorite of mine in the past, but I exited after a lot of bets on Chinese private equity soured. With a 34% stake in SoftBank and a $20 Billion net worth, he is renowned for having one of the best bets of all time in his initial purchase of Alibaba (BABA) before it went public turning $20 million into more than $50 Billion at one point.</p><p style=\"text-align: left;\">The company is an eccentric holdings company based around tech plays and private equity liquidations post-IPO. This stock has not produced returns worth mentioning over time, but there may be a play here centered around the future of AI and robotics. I like Masayoshi, he&#39;s proven himself to have made a few genius bets, especially on the private equity side.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">After writing this article I came to realize that I had owned many of these companies, minus NVIDIA. These companies have been some of the most admired for one reason or another, and their leaders have been a big reason why in my view. Building a net worth of a Billion or more is no simple feat, there are only about 600 Billionaires in the United States and a couple thousand worldwide. Many do not own publicly listed companies, and their net worth is far more difficult to evaluate. These 8 listed individuals are much easier to evaluate due to their public persona and disclosures.</p><p style=\"text-align: left;\">While there might be more Billionaire stocks out there in the wild that I have not included, consider this the &#34;blue chip&#34; Billionaire portfolio that I can recommend with confidence. Some of these are overvalued and some undervalued. However, picking a swath of these based on Billionaire leadership alone and disregarding fundamental value has shown to have worked in the past as referenced in <em>100 Baggers.</em> This portfolio is chock full of fan favorites and there is good reason why. No one becomes a Billionaire by accident, it is usually only through excellent capital management or innovation that one gets that crown.</p><p style=\"text-align: left;\">Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>8 Stocks Run By Billionaires That Could Potentially Trump The Market</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\">\n8 Stocks Run By Billionaires That Could Potentially Trump The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy ...</p>\n\n<a href=\"https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market\">Web 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","GOOGL":"谷歌A","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","AAPL":"苹果","TSLA":"特斯拉","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1159040209","content_text":"The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy also mentioned in the book. The book itself follows several fund managers that had hit it big with stocks that turned $10,000 into $1 million and the methodologies they used to achieve those discoveries. The most prevalent of which was the small-cap, high-earnings growth high quality company. Another admirable mention was the Billionaire portfolio. Buying shares of companies run by individuals with a net worth of $1 Billion or more.These individuals more often than not tended to be founders with a significant incentive to grow the value of the company due to their large personal equity stakes. On the other hand, individuals that achieved this status while not being founders were long-time company partners or employees with an equivalent desire to compound the value of their stake in the company by growing it and thus enriching themselves by virtue of the share appreciation.Finding the CompaniesOddly enough, in the 1990s when this strategy was put together, information on individual CEO net worth was extremely hard to come by. Fund manager Matt Houk said his team had to scour the libraries for data to figure out who had attained a personal fortune from their running of the company. Now you can simply do a web search for any CEO + net worth and bada bing! They're all right there. To my surprise, there were not a whole lot of them. I've found 8 solid leads run by Billionaires of profitable companies. I've left out some of the recently IPO'd companies as their fortunes are not yet based on running a profitable business; an example would be Alex Karp at Palantir (PLTR).Most of these CEOs also have the propensity to not pay a significant dividend, if one at all. This probably has to do with their confidence in compounding capital for the investors rather than giving it to them in a dividend payment. While I am primarily a dividend guy, I can not fault the logic as long as the keys are being handed to a competent driver. In the examples laid out below, the charts say these drivers are very competent indeed.I have included the total return on the charts of companies where there is a significant dividend paid during the reign of the mentioned CEO.visualcapitalist.com billionaire mapvisualcapitalist.comWarren BuffettStarting with Berkshire Hathaway (BRK.B)(BRK.A), Warren Buffett is the all time long-term king of compounding capital. Warren Buffett is not only one of the wealthiest individuals in the world but also touts Berkshire Hathaway as having one of, if not the highest, net worth of a company on the planet at over $600 Billion considering assets minus liabilities. The frugal Billionaire has taken good care of his investors.Per Bloomberg: \"He is one of the best-known fundamental investors in the world as a result of his immense investment success possessing a net worth of over $108 billion as of February 2023, making him the world's fifth-wealthiest person.\"Berkshire has been popular recently due to the risk-off nature of the market. The conservative balance sheet management has always been a plus for Berkshire, avoiding debt and focusing on reinvesting the float of their insurance companies and cash flow from privately held businesses upstream into their blue chip holdings portfolio. With a debt-to-equity ratio of only 26% and $128 Billion in cash, this is about as safe a company that exists in my opinion.Buffett himself has said they are a buyer of Berkshire at 1.25 X book value, with the stock trading at a TTM book value of 1.4 X, it might be slightly overvalued. Forward earnings are slated at 20 X, also making this a rich valuation based on the Graham Number eyeball test where the price-to-book times the price-to-earnings should not exceed 22.5.ChartData by YChartsMark ZuckerbergAs of March 2023, Zuckerberg's net worth was $73 billion according to the Forbes Real Time Billionaires making him the 15th richest person in the world. Mark Zuckerberg owns about 13.6% of Meta , making this a stereotypical founder stock. The stock is one of my larger holdings that I bought after the sell-off in tech. They generate high returns on invested capital and have a \"cash printer\" advertising business. I wrote my first buy article here, and the stock is up 107% since then.Meta is down quite a bit from its all-time highs, but still a not too shabby 436% since the company went public. With a market cap under a trillion, I believe this one has a lot more upside to come.The price target at the time of my article followed a GAAP PEG ratio data set excluding the slowdown in growth post Metaverse spending. Assuming that the 20% CAGR engine of Facebook is still intact without the Metaverse, I came up with a high price based on a 20.5 X multiplier of $261 at that time. Using that same multiplier times forward EPS estimates of $9.65, gives us a lower current price target of $193. Meta is a hold for me at these prices after the double from the bottom.ChartData by YChartsJamie DimonDimon's net worth is estimated at $1.8 billion, pretty good for a non-founder. JPMorgan  has helped keep the most stable price for a SIB [systematically important bank] bank since the GFC in 2008-09 which helped boost Dimon's net worth, with an estimated $485 million in JP Morgan stock. Dimon's letters have been heralded by Warren Buffett himself and he has been looked at as one of the main orators opining on the forward state of corporate earnings and the economy. As JP Morgan Chase has financial products in almost all economic sectors, he is well suited to know what is happening at any given time, maybe even more so than Janet Yellen or Jerome Powell. The total return on JP Morgan Chase & Co is over 473% since Jamie Dimon took over.Bank stocks track the Graham number well with their earnings being tied directly to assets on the balance sheet. The SQRT of 22.5X $90.29 [book value] X $12.09 [TTM EPS]= $156.71. The stock is currently cheap as are most bank stocks if you can stomach the volatility and trust their balance sheets.ChartData by YChartsSundar PichaiAccording to a Google search, the Google (GOOGL)(GOOG) CEO's net worth just crossed into Billionaire territory at $1.3 Billion. It should be accurate as I imagine he could edit it otherwise on his own search engine! He has reduced his holdings quite a bit but still owns around $200 million in Google stock. Whether he has a major stake in the company or not, his net worth was certainly built on his hard work and effort at Google. Google stock is up 269% since he became CEO.This stock is on my buy list and one of the cheapest tech blue chip stocks out there in my opinion. The TTM EBITDA numbers for Google/Alphabet are at $90.771 Billion. With 12.849 Billion shares outstanding, that equates to $7.064 in EBITDA per share. The EBITDA CAGR, incorporating the TTM as our terminal value to end 2022, would equal a trailing 5-year growth rate of 17.8%. Using 17.8 as a multiple and $7.064 as our multiplicand, we get a price target of $125.73. This stock is well within my price target and a strong buy on seeking alpha's quant system.ChartData by YChartsTim CookTim Cook, like Pichai, also just entered the Billionaire party estimated at a $1.8 Billion net worth as of 2023. At Apple  he has been a wizard of capital stewardship.Cook is estimated to have at least $526 million of Apple stock and has built his net worth through both ownership and large amounts of compensation. Since Cook took over, the stock is up over 1,400% on a total return basis, amazing in this period! While I have expressed my concerns over Apple's lack of innovation and attachment to the China supply chain, early investors who have held have been richly rewarded. I would buy Apple at a cheaper price if it ever gets there. The stock has fans and rightly so.I looked at a standard GAAP PEG ratio for APPLE and came up with the following: Considering $3.00 per share in 2018 as our beginning number and $6.15 as our 2022 terminal EPS, we get a GAAP CAGR in earnings of 15.4%. Using the TTM EPS of $5.91 as our multiplicand and 15.4+.61(Peter Lynch dividend yield kicker of .61%)=16.02 and our multiplier gives us a fair value based on GAAP earnings of $94.67. That would be deep value. Apple has not tracked the rest of the Nasdaq downward so this is wishful thinking. However, I only look for significant value when placing outsized tech bets with low yields. The management controls my fate, so the growth has to be adequate relative to my entry price.ChartData by YChartsJensen HuangI have to admit, even after writing an article about the overvaluation of Nvidia , Jensen Huang has been the most outstanding grower of capital on the list. I figured in the near term it would have been Elon Musk, but it's Jensen. Kudos good sir. As of January 2023, Huang's net worth is US$16.3 billion according to the Bloomberg Billionaires Index.This stock truly defies gravity. NVIDIA is really hard to evaluate and does not track its other semiconductor peers. I have written on NVIDIA trying to give it a liberal price based on a Non-GAAP PEG ratio, and it still didn't pencil. Either way, this stock is more of a bet that NVIDIA has the secret sauce to all things artificial intelligence. As a stock with large founder ownership, I think you can be sure Jensen will do everything in his power to lead NVIDIA to a bright future. If you followed this founder from the beginning, Kudos to you, 32K% return is tops on this list!Even being the most optimistic of optimists, Peter Lynch advises not to use more than 25% as your high forward CAGR estimate for any growth company. Using 25 X as our multiplier and the forward GAAP estimate in earnings-per-share at $4.5, we still come up with a high price target of $112.5. This stock is one of the most richly valued stocks in the entire market. It's not impossible that they grow into these large shoes after a FED pivot and a return to economic growth out of the doldrums of negative cyclicality. Might be time to take some profit on this one, but that's up to you my friends, Jensen is definitely an intangible asset that is hard to quantify.ChartData by YChartsBrian RobertsA good Wikipedia synopsis on Roberts tells the following:Roberts is chairman and CEO of Comcast Corporation. He was named President of Comcast Corporation in 1990 at only 31 years of age when the company had $657 million in annual revenue. Comcast Corporation's annual revenue has since grown to $94.5 billion.Comcast , was one of the 100 bagger stocks mentioned in the 100 Baggers book. Roberts is the son of Founder Ralph J. Roberts and can be considered a quasi-founder. With an estimated net worth of $1.8 Billion, Roberts has done well for himself but could have probably done better considering his positioning in the company's history. I wrote an article on Comcast recently and the company has all kinds of catalysts in front of it, namely in the expansion of its theme-park business and the addition of the Super Nintendo brand in North America. This is a founder stock I am in for a decent amount and it has a great dividend to boot!Coming up with a price target in my coverage of Comcast, I used the Graham number formula; the SQRT of 22.5 X [EPS] X (Book Value), our inputs would be $19.18 Book Value, and our forward EPS equivalent to analyst average estimates of $3.63 a share. Therefore SQRT 22.5 X ($3.63) X ($19.18)= $39.57, basically trading right at fair value with this GAAP metric.Reconfiguring it to get a high end based on EBITDA, we have $35.9 Billion in EBITDA TTM and 4.22 Billion shares outstanding. This would give us an EBITDA per share of $8.5. A reconstituted formula of SQRT 22.5 X($8.5) X (19.18)= $60.56 a share, basically right back to its September 2021 high. Blending the two would give us an average price target of $50 a share.ChartData by YChartsElon MuskI would have assumed the total return on Tesla  would have topped the list, but Jensen Huang trumped Elon Musk in this regard. That being said, Musk tops the list in total net worth at around $200 Billion depending on where Tesla stock sits on any given day. This is the most founder-centric stock that exists amongst Billionaires today in large caps. Although the ride in Tesla stock is the antithesis of a SWAN stock, what do you expect from a product that can do 0-60 in a few seconds? I wrote a Tesla article after it was decimated and the return has been ridiculous ever since.Tesla has proved that it can compound revenue at a higher clip than any other vehicle company that currently exists. This founder stock is rife with both innovation and salesmanship by its CEO. Hard to say where I would enter again, but for those that have held onto this since the beginning, an 11k% return is a handsome reward.Taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.164 Billion shares outstanding and TTM EBITDA of $17.439 Billion, that currently gives us an EBITDA per share of $5.51, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.51. This spits out a fair value of $137.75. Tesla has gone back to a hold in my book, but it is not terribly overvalued.ChartData by YChartsHonorable MentionSoftBank (OTCPK:SFTBY) and Masayoshi Son have been a favorite of mine in the past, but I exited after a lot of bets on Chinese private equity soured. With a 34% stake in SoftBank and a $20 Billion net worth, he is renowned for having one of the best bets of all time in his initial purchase of Alibaba (BABA) before it went public turning $20 million into more than $50 Billion at one point.The company is an eccentric holdings company based around tech plays and private equity liquidations post-IPO. This stock has not produced returns worth mentioning over time, but there may be a play here centered around the future of AI and robotics. I like Masayoshi, he's proven himself to have made a few genius bets, especially on the private equity side.ConclusionAfter writing this article I came to realize that I had owned many of these companies, minus NVIDIA. These companies have been some of the most admired for one reason or another, and their leaders have been a big reason why in my view. Building a net worth of a Billion or more is no simple feat, there are only about 600 Billionaires in the United States and a couple thousand worldwide. Many do not own publicly listed companies, and their net worth is far more difficult to evaluate. These 8 listed individuals are much easier to evaluate due to their public persona and disclosures.While there might be more Billionaire stocks out there in the wild that I have not included, consider this the \"blue chip\" Billionaire portfolio that I can recommend with confidence. Some of these are overvalued and some undervalued. However, picking a swath of these based on Billionaire leadership alone and disregarding fundamental value has shown to have worked in the past as referenced in 100 Baggers. This portfolio is chock full of fan favorites and there is good reason why. No one becomes a Billionaire by accident, it is usually only through excellent capital management or innovation that one gets that crown.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941177325,"gmtCreate":1680090471267,"gmtModify":1680090530541,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Good 👍🏻&nbsp;","listText":"Good 👍🏻&nbsp;","text":"Good 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941177325","repostId":"1132599656","repostType":2,"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941350483,"gmtCreate":1679999692243,"gmtModify":1680000087995,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941350483","repostId":"2322599427","repostType":2,"repost":{"id":"2322599427","kind":"highlight","pubTimestamp":1679996350,"share":"https://ttm.financial/m/news/2322599427?lang=&edition=fundamental","pubTime":"2023-03-28 17:39","market":"us","language":"en","title":"Is AMD Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322599427","media":"Motley Fool","summary":"AMD's varied clientele grants it powerful positions in multiple lucrative industries.","content":"<html><head></head><body><p>Last year, the PC market suffered a downturn triggered by steep rises in inflation. This led industry leaders like <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> to experience a stock tumble of 55% in 2022.</p><p>Global PC shipments sunk 28.5% in the fourth quarter of 2022 and 16.2% for the year, according to research from <b>Gartner</b>. Consumers also pulled back on purchasing PC components such as graphics processing units (GPUs), with worldwide shipments of the devices plunging 42% last year.</p><p>However, AMD has enjoyed a strong recovery in 2023, with its shares up 52% year to date. AMD has been the focus of many headlines in recent months, thanks to its data center growth and potential in artificial intelligence (AI). As a result, you might be wondering if now is the time to buy AMD stock. Let&#39;s assess.</p><h2>AMD has a history of impressive growth</h2><p>AMD shares have soared 842% in the last five years and over 3,700% in the last decade. Meanwhile, the company&#39;s annual revenue has increased by 264% to $23.6 billion since 2019, with operating income rising 180% to $1.3 billion. The tech-giant&#39;s vast development has come as its hardware has swiftly grown in demand, largely driven by the rise of people building custom PCs for activities like gaming and video editing.</p><p>The launch of AMD&#39;s Ryzen series of consumer processors (CPUs) in 2017 put the company on the map and has helped it steadily steal market share from <b>Intel</b>. Since AMD released its line of Ryzen CPUs in the first quarter of 2017, the company&#39;s market share has grown from 18.1% to 35.2% in Q4 2022. In the same period, Intel&#39;s market share has fallen from 81.9% to 62.8%.</p><p>In addition to success in consumer products, AMD has grown its semi-custom business, providing processing and graphics power through its system on a chip (SoC) for other tech-companies&#39; devices. For instance, AMD held an 83% market share in game console processors in Q2 2022, thanks to it exclusively supplying its SoCs to <b>Sony</b>&#39;s PlayStation 5 and <b>Microsoft</b>&#39;s Xbox Series X|S.</p><h2>A long list of lucrative partnerships</h2><p>AMD stumbled in 2022 amid PC market headwinds. However, its immense success in the industry has given it the power and resources to expand its business to less consumer-reliant areas of tech through partnerships with other companies.</p><p>Alongside collaborations with Sony and Microsoft in console gaming, AMD has powered multiple virtual reality (VR) headsets with its custom chips. The company has supplied its chips to the <b>Meta</b> Quest line of headsets, <b>HTC</b>&#39;s Vive, and Microsoft&#39;s Windows Mixed Reality.</p><p>According to Grand View Research, the VR market was valued at $22 billion in 2021 and is projected to expand at a compound annual growth rate of 15% through 2030. Meanwhile, <b>Apple</b> is expected to launch its first mixed-reality headset in 2023, which will likely ramp up competition and demand for AMD&#39;s chips.</p><p>Moreover, AMD sees increasing success in data centers. In fiscal 2022, its data center segment reported a revenue rise of 64% year over year to $6 billion, with operating income climbing 86% to $1.8 billion. The company launched its Genoa series data center chips in November 2022, beating Intel&#39;s competing Sapphire Rappids chips, which experienced two years of delays and was eventually released in January 2023. Benchmarks also revealed the Genoa server chips outperformed Intel&#39;s versions in &#34;general purpose workloads,&#34; according to Bernstein analyst Stacy Rasgon.</p><p>With cloud leaders such as <b>Microsoft</b>&#39;s Azure, <b>Alphabet</b>&#39;s Google, and <b>Oracle </b>signed on as clients for AMD&#39;s Genoa chips, the potential is high for the company to continue catching Intel.</p><p>AMD has steadily grown its list of tech partnerships over the years, allowing it to expand its position in several lucrative industries such as gaming, VR, and data centers. In addition, the rise of artificial intelligence will likely see more companies turn to AMD for its GPUs, which are needed to run and develop AI software.</p><p>As these markets develop, the company could see substantial gains over the long term. Alongside a history of stellar growth, AMD&#39;s stock is a screaming buy right now.</p></body></html>","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>Is AMD Stock a Buy?</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\">\nIs AMD Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/27/is-amd-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year, the PC market suffered a downturn triggered by steep rises in inflation. This led industry leaders like Advanced Micro Devices  to experience a stock tumble of 55% in 2022.Global PC ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/27/is-amd-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2023/03/27/is-amd-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322599427","content_text":"Last year, the PC market suffered a downturn triggered by steep rises in inflation. This led industry leaders like Advanced Micro Devices  to experience a stock tumble of 55% in 2022.Global PC shipments sunk 28.5% in the fourth quarter of 2022 and 16.2% for the year, according to research from Gartner. Consumers also pulled back on purchasing PC components such as graphics processing units (GPUs), with worldwide shipments of the devices plunging 42% last year.However, AMD has enjoyed a strong recovery in 2023, with its shares up 52% year to date. AMD has been the focus of many headlines in recent months, thanks to its data center growth and potential in artificial intelligence (AI). As a result, you might be wondering if now is the time to buy AMD stock. Let's assess.AMD has a history of impressive growthAMD shares have soared 842% in the last five years and over 3,700% in the last decade. Meanwhile, the company's annual revenue has increased by 264% to $23.6 billion since 2019, with operating income rising 180% to $1.3 billion. The tech-giant's vast development has come as its hardware has swiftly grown in demand, largely driven by the rise of people building custom PCs for activities like gaming and video editing.The launch of AMD's Ryzen series of consumer processors (CPUs) in 2017 put the company on the map and has helped it steadily steal market share from Intel. Since AMD released its line of Ryzen CPUs in the first quarter of 2017, the company's market share has grown from 18.1% to 35.2% in Q4 2022. In the same period, Intel's market share has fallen from 81.9% to 62.8%.In addition to success in consumer products, AMD has grown its semi-custom business, providing processing and graphics power through its system on a chip (SoC) for other tech-companies' devices. For instance, AMD held an 83% market share in game console processors in Q2 2022, thanks to it exclusively supplying its SoCs to Sony's PlayStation 5 and Microsoft's Xbox Series X|S.A long list of lucrative partnershipsAMD stumbled in 2022 amid PC market headwinds. However, its immense success in the industry has given it the power and resources to expand its business to less consumer-reliant areas of tech through partnerships with other companies.Alongside collaborations with Sony and Microsoft in console gaming, AMD has powered multiple virtual reality (VR) headsets with its custom chips. The company has supplied its chips to the Meta Quest line of headsets, HTC's Vive, and Microsoft's Windows Mixed Reality.According to Grand View Research, the VR market was valued at $22 billion in 2021 and is projected to expand at a compound annual growth rate of 15% through 2030. Meanwhile, Apple is expected to launch its first mixed-reality headset in 2023, which will likely ramp up competition and demand for AMD's chips.Moreover, AMD sees increasing success in data centers. In fiscal 2022, its data center segment reported a revenue rise of 64% year over year to $6 billion, with operating income climbing 86% to $1.8 billion. The company launched its Genoa series data center chips in November 2022, beating Intel's competing Sapphire Rappids chips, which experienced two years of delays and was eventually released in January 2023. Benchmarks also revealed the Genoa server chips outperformed Intel's versions in \"general purpose workloads,\" according to Bernstein analyst Stacy Rasgon.With cloud leaders such as Microsoft's Azure, Alphabet's Google, and Oracle signed on as clients for AMD's Genoa chips, the potential is high for the company to continue catching Intel.AMD has steadily grown its list of tech partnerships over the years, allowing it to expand its position in several lucrative industries such as gaming, VR, and data centers. In addition, the rise of artificial intelligence will likely see more companies turn to AMD for its GPUs, which are needed to run and develop AI software.As these markets develop, the company could see substantial gains over the long term. Alongside a history of stellar growth, AMD's stock is a screaming buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":195945552969936,"gmtCreate":1688875634367,"gmtModify":1688875639143,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"It will cross that target next week itself as the upcoming results will keepbthe momentumgoing..","listText":"It will cross that target next week itself as the upcoming results will keepbthe momentumgoing..","text":"It will cross that target next week itself as the upcoming results will keepbthe momentumgoing..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195945552969936","repostId":"2349694300","repostType":2,"repost":{"id":"2349694300","kind":"highlight","pubTimestamp":1688868876,"share":"https://ttm.financial/m/news/2349694300?lang=&edition=fundamental","pubTime":"2023-07-09 10:14","market":"us","language":"en","title":"Analyst: Tesla Stock Could Hit $300","url":"https://stock-news.laohu8.com/highlight/detail?id=2349694300","media":"Motley Fool","summary":"After more than doubling already this year, one analyst thinks shares are headed even higher.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>As supply-chain bottlenecks ease, automotive production volume is soaring.</p></li><li><p>Vehicle production was a big headache for auto manufacturers this time last year.</p></li><li><p>This big question is whether Tesla&#39;s demand can grow as fast as its supply.</p></li></ul><p>While analysts are mixed regarding their expectations for <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company&#39;s better-than-expected second-quarter deliveries and Tesla&#39;s overall resilience in the face of an uncertain macroeconomic environment.</p><p>Let&#39;s take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock&#39;s more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla&#39;s manufacturing trends are no exception. This has <strong>Bank of America</strong> analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.</p><h2>The path to $300</h2><p>After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker&#39;s higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.</p><p>Supporting his case, Tesla&#39;s production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.</p><p>Production was a mess this time last year. Tesla&#39;s factory in China endured a significant pause in production during the first half of 2022 as the country&#39;s government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as &#34;supply chain hell&#34; in the second-quarter 2022 earnings call. </p><p>Note that Tesla&#39;s production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.</p><p>Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. </p><h2>1 key risk</h2><p>While it&#39;s good to see Tesla&#39;s production volume gaining momentum, the risk investors face is demand not living up to the automotive company&#39;s rapidly increasing production capacity. We&#39;ve already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.</p><p>So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn&#39;t count on this.</p><p>Whatever the case, it&#39;s certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy&#39;s bullish $300 12-month price target for the stock suggests that he believes Tesla&#39;s demand and deliveries will continue growing nicely throughout the year.</p></body></html>","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>Analyst: Tesla Stock Could Hit $300</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\">\nAnalyst: Tesla Stock Could Hit $300\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-09 10:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla'...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/\">Web 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.fool.com/investing/2023/07/08/analyst-tesla-stock-could-hit-300/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349694300","content_text":"KEY POINTSAs supply-chain bottlenecks ease, automotive production volume is soaring.Vehicle production was a big headache for auto manufacturers this time last year.This big question is whether Tesla's demand can grow as fast as its supply.While analysts are mixed regarding their expectations for Tesla  stock from here, the primary trend of their price targets for the growth stock SEO has recently been up. Analysts have been impressed with the company's better-than-expected second-quarter deliveries and Tesla's overall resilience in the face of an uncertain macroeconomic environment.Let's take a look at why one of the most bullish Tesla analysts thinks shares are worth holding despite the stock's more than 120% year-to-date return. The reasoning for his bullishness? Overall automotive production is picking up more momentum than anticipated, and Tesla's manufacturing trends are no exception. This has Bank of America analyst John Murphy lifting his price targets for stocks in the auto industry significantly. As for his view for Tesla stock specifically, the analyst recently raised his price target from $225 to $300.The path to $300After reporting an 83% year-over-year increase in second-quarter deliveries, Murphy is applauding the electric-car maker's higher-volume business. He believes that better-than-anticipated improvements in supply in the auto industry year to date are making car companies like Tesla more valuable.Supporting his case, Tesla's production has improved dramatically year over year. Fueling strong second-quarter deliveries of 466,140 vehicles was quarterly vehicle production of 479,700 -- up 86% from the number of vehicles Tesla produced in the year-ago period.Production was a mess this time last year. Tesla's factory in China endured a significant pause in production during the first half of 2022 as the country's government persisted in strict efforts to curb the spread of COVID-19. Challenges in the supply chain also led to higher costs as demand exceeded supply and lower industrywide production was spread across costly fixed capital investments. Tesla CEO Elon Musk referred to the operating environment as \"supply chain hell\" in the second-quarter 2022 earnings call. Note that Tesla's production also improved substantially sequentially. The nearly 480,000 vehicles Tesla produced in Q2 were up 9% from the first quarter of 2023.Assuming demand remains robust, Tesla is now well-positioned to achieve its target of growing sales about 50% year over year this year. 1 key riskWhile it's good to see Tesla's production volume gaining momentum, the risk investors face is demand not living up to the automotive company's rapidly increasing production capacity. We've already seen Tesla take deliberate action to help drive sales growth to keep up with production by slashing the prices of its vehicles as much as 20% earlier this year.So even though it looks like Tesla may be able to grow deliveries by around 50% this year, investors should watch closely to see if further price cuts will be required. Even better, it would be particularly encouraging if Tesla raised its prices. This would indicate that demand is growing faster than supply. But given the high interest rates for car loans, investors shouldn't count on this.Whatever the case, it's certainly good news that Tesla has been able to increase its production capacity. But it remains to be seen whether demand can grow as fast as production. Murphy's bullish $300 12-month price target for the stock suggests that he believes Tesla's demand and deliveries will continue growing nicely throughout the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289941495779576,"gmtCreate":1711793143361,"gmtModify":1711793146800,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Great work team! Keep it going ..","listText":"Great work team! Keep it going ..","text":"Great work team! Keep it going ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289941495779576","repostId":"1111063930","repostType":2,"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970387949,"gmtCreate":1683944534781,"gmtModify":1683944540002,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"It's already happening, as the stock&nbsp;was steady amidst of fall in&nbsp;nasdaq.&nbsp;","listText":"It's already happening, as the stock&nbsp;was steady amidst of fall in&nbsp;nasdaq.&nbsp;","text":"It's already happening, as the stock was steady amidst of fall in nasdaq.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970387949","repostId":"2334189670","repostType":2,"repost":{"id":"2334189670","kind":"highlight","pubTimestamp":1683942745,"share":"https://ttm.financial/m/news/2334189670?lang=&edition=fundamental","pubTime":"2023-05-13 09:52","market":"us","language":"en","title":"Google I/O Demos Mind-Blowing AI Capabilities","url":"https://stock-news.laohu8.com/highlight/detail?id=2334189670","media":"Seekingalpha","summary":"In our previous article, we underscored Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) ","content":"<html><head></head><body><p>In our previous article, we underscored Alphabet&#39;s (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) and OpenAI. Our critique was aimed at Alphabet&#39;s seemingly sluggish reaction, a cause of our frustration. However, we attended Google&#39;s recent I/O event and left impressed by the company&#39;s demo of many new AI capabilities. In our view, this event could indicate a shift in Alphabet&#39;s approach, hinting at the dawn of a new era marked by a more assertive AI strategy. This article delves into an analysis of Alphabet&#39;s I/O event, its standing in the AI realm, and offers a fresh evaluation of the company&#39;s financial performance and valuation.</p><h2>What We Learned From Google I/O 2023</h2><p>In Google&#39;s recent 2+ hour keynote address, which was heavily dedicated to Artificial Intelligence, we saw a notable shift towards generative AI, an area that has stirred significant debate since the launch of ChatGPT. This move appears to be a strategic play to regain control of the narrative around generative AI and consolidate Google&#39;s position in this competitive landscape.</p><p>The keynote presentation displayed an impressive array of developments and innovative functionality across Google&#39;s entire suite of products. We believe that this comprehensive approach demonstrates Google&#39;s formidable capabilities in the generative AI space, which should serve to reassure investors about Google&#39;s ability to compete effectively in this arena.</p><p>A particularly encouraging highlight from the event was Google&#39;s disclosure of its AI-optimized infrastructure. Offering better performance at costs up to 50% cheaper than competitors, Google&#39;s proposition directly addresses ongoing investor concerns regarding compute costs pressuring gross margins. By offering a more cost-effective solution, Google is not only enhancing its competitive edge but also potentially boosting its profitability, a significant win for investors.</p><p>Google&#39;s search developments also leaned positive, indicating an ability to respond to increasingly complex queries. This capability could drive incremental search use cases, further strengthening Google&#39;s core Search business, which has been under scrutiny for its terminal value risk. While the company noted it&#39;s not currently making changes to Search ads, it left the door open for potential ad integration in the GAI snapshot area, hinting at a possible new revenue stream.</p><h2>Spotlight: Bard</h2><p>Sissie Hsiao, GM of Google Assistant and Bard, recently presented some significant advancements in Bard, Google&#39;s large language model. Initially launched as an experimental project, Bard has undergone considerable enhancements and now demonstrates proficiency in over 20 programming languages. These languages include widely used ones such as C++, GO, JavaScript, Python, and Kotlin, and even extend to Google Sheets functions. Bard&#39;s capabilities now encompass assisting developers with code generation, debugging, and elucidating code snippets, as evidenced by a Python script that recreates a chess move. In addition, Google has responded to developer feedback by enhancing Bard&#39;s code citations to be more precise, providing specific links to sources when it uses blocks of code from elsewhere.</p><p>The application of Bard extends beyond coding tasks. For example, Google is incorporating the ability to export Bard&#39;s responses directly into Gmail and Google Docs, thereby assisting users in drafting emails and documents. The continual development of Bard is apparent in its integration with other tools. Soon, users will have the capability to export and run code directly from Bard to repl.it. The upcoming launch of a dark mode, which can be activated manually or set to follow the user&#39;s OS settings, reflects Google&#39;s ongoing commitment to enhancing the user experience. Furthermore, Google plans to extend Bard&#39;s capabilities by integrating it with Google Apps and partner services, enabling users to perform tasks securely and privately that were previously impossible.</p><p>The future of Bard appears exciting, with the language model soon being able to interact with images through integration with Google Lens. Bard will be able to identify relevant images in response to prompts and users will be able to prompt Bard with images. Additionally, Google is exploring Bard&#39;s potential as a research tool. An example was demonstrated where Bard was used to locate colleges with animation programs in Pennsylvania, visualize their locations on Google Maps, organize the results in a table, and add pertinent information such as the school&#39;s public or private status. Google is also planning to enable Bard to interact with various online services, such as Instacart, Indeed, and Khan Academy. With the removal of the waitlist and opening up to over 180 countries and territories, Bard&#39;s reach is expanding, and it is set to support 40 languages in the future, already being available in Japanese and Korean.</p><h2>Spotlight: Workspaces</h2><p>Aparna Pappu, <a href=\"https://laohu8.com/S/VP..UK\">VP</a> of Google Work Spaces, unveiled the integration of artificial intelligence into Google Workspace, transforming the platform into a dynamic environment for real-time collaboration. This new application of AI aims to elevate productivity by enabling the technology to act as both a coach and a thought partner for users, augmenting human intelligence and efficiency.</p><p>The integration of AI into Google Workspace was demonstrated through a variety of practical examples. The &#34;help me write&#34; feature, currently available in Gmail and Docs, showcased the AI&#39;s capacity to assist with diverse tasks, such as drafting essays, crafting sales pitches, and conducting client outreach. In a striking demonstration of AI&#39;s capabilities, Pappu showed how AI can generate comprehensive job descriptions using only brief prompts, significantly reducing time and effort for HR teams. The AI&#39;s ability to streamline and automate tasks was further illustrated in Google Sheets, where AI was shown to organize the logistics of a dog-walking business, generating a detailed table for clients and pet details. Google Slides also benefited from the integration, with AI able to generate relevant images based on the text within a slide, aiding in visual storytelling.</p><p>The announcement of Duet AI for Workspace marks a significant milestone in Google&#39;s vision for AI-augmented productivity. Set to offer generative AI features across Workspace, Duet AI is expected to provide proactive and contextual prompts to users based on their ongoing tasks, enhancing the ability to work more efficiently and intuitively. A live demonstration of Sidekick, an AI-powered side panel in Workspace, underscored the potential of this new feature. Sidekick was shown to read and process documents in real time, offering context-based suggestions and prompts to enhance the user&#39;s work. Whether it&#39;s generating context-relevant questions for a collaborative story project, summarizing conversations for a potluck planning scenario, or creating speaker notes for a professional presentation, Sidekick underscores AI&#39;s potential as a collaborator, setting the stage for a new era of productivity in Google Workspace.</p><h2>Financial &amp; Valuation</h2><p><em>Note: All historical data in this section comes from the company&#39;s 10-K filings, and all consensus numbers come from FactSet.</em></p><p>In the recently reported Q1 earnings, Google presented a performance that was somewhat lackluster. Despite revenue growth of 2.6% y/y to $69.8 billion, which met consensus estimates, the stock declined by -0.2% post-announcement. The lukewarm market reaction may be attributed to the company&#39;s operating margin, which fell to 25.0% compared to 29.5% a year ago.</p><p>While the company&#39;s earnings per share (EPS) of $1.17 for the quarter did beat consensus by 8%, it represented a 5% y/y decrease, which could be a cause for concern. Yet, it&#39;s important to note that Google&#39;s revenue growth over the past three fiscal years has been robust, with a compound annual growth rate (CAGR) of 20.4%.</p><p>Although the sell-side consensus forecasts a slowdown in revenue growth to 5.8% this fiscal year, it predicts a rebound to 11.1% the following fiscal year. We believe this could provide a catalyst for Google&#39;s performance, assuming the tech giant can successfully navigate the competitive landscape and continue to innovate.</p><p>On the bright side, Google&#39;s EBIT margin has increased by 5.2% points over the past three fiscal years, indicating an improvement in operational efficiency. Furthermore, the company has been actively repurchasing shares, reducing the diluted outstanding common shares by 14.5% over the past three years. This aggressive buyback strategy has helped to more than offset shareholder dilution.</p><p>However, Google&#39;s recent performance has been underwhelming compared to the broader market. Over the past year, the company underperformed the S&amp;P 500 by -7% points, delivering a negative absolute return of -2.0%. Despite this, Google&#39;s stock is trading 15.7% above its 200-day moving average, suggesting a degree of investor confidence in the long-term prospects of the company.</p><p>Google&#39;s PEG ratio for FY2 stands at 1.0, compared to the S&amp;P 500&#39;s PEG ratio of 1.5. This represents a discount of 32.7% and could be viewed as a potential opportunity for value-oriented investors. Although the company does not offer a dividend, its strong return on invested capital of 21.4% is a testament to its effective use of capital.</p><h2>Conclusion</h2><p>Google&#39;s recent I/O event unveiled a series of impressive advancements in the field of artificial intelligence. The demonstrations of Bard, Google&#39;s language model, showcased its expanded capabilities in assisting developers and its potential to enhance productivity in various tasks. The integration of AI into Google Workspace further solidifies the company&#39;s commitment to empowering users with intelligent collaboration features. Additionally, Google&#39;s financial performance, while presenting some challenges, continues to exhibit strong revenue growth and improved operational efficiency. Overall, the event signifies a shift in Alphabet&#39;s approach to AI, highlighting their determination to maintain a leading position in the competitive AI landscape. As Google continues to innovate and leverage the power of AI, it presents investors with potential opportunities for long-term growth and value creation.</p><p>However, investors should keep in mind that Google is still behind Microsoft in terms of implementing generative AI, as we wrote about last month. It is important for investors to thoroughly assess and consider the risks highlighted in the article as part of their due diligence process.</p></body></html>","source":"seekingalpha","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>Google I/O Demos Mind-Blowing AI Capabilities</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\">\nGoogle I/O Demos Mind-Blowing AI Capabilities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-13 09:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4603594-google-io-mind-blowing-ai-capabilities><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In our previous article, we underscored Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) ...</p>\n\n<a href=\"https://seekingalpha.com/article/4603594-google-io-mind-blowing-ai-capabilities\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4603594-google-io-mind-blowing-ai-capabilities","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2334189670","content_text":"In our previous article, we underscored Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) challenging endeavor to maintain its lead in AI, amid stiff competition from formidable opponents like Microsoft (MSFT) and OpenAI. Our critique was aimed at Alphabet's seemingly sluggish reaction, a cause of our frustration. However, we attended Google's recent I/O event and left impressed by the company's demo of many new AI capabilities. In our view, this event could indicate a shift in Alphabet's approach, hinting at the dawn of a new era marked by a more assertive AI strategy. This article delves into an analysis of Alphabet's I/O event, its standing in the AI realm, and offers a fresh evaluation of the company's financial performance and valuation.What We Learned From Google I/O 2023In Google's recent 2+ hour keynote address, which was heavily dedicated to Artificial Intelligence, we saw a notable shift towards generative AI, an area that has stirred significant debate since the launch of ChatGPT. This move appears to be a strategic play to regain control of the narrative around generative AI and consolidate Google's position in this competitive landscape.The keynote presentation displayed an impressive array of developments and innovative functionality across Google's entire suite of products. We believe that this comprehensive approach demonstrates Google's formidable capabilities in the generative AI space, which should serve to reassure investors about Google's ability to compete effectively in this arena.A particularly encouraging highlight from the event was Google's disclosure of its AI-optimized infrastructure. Offering better performance at costs up to 50% cheaper than competitors, Google's proposition directly addresses ongoing investor concerns regarding compute costs pressuring gross margins. By offering a more cost-effective solution, Google is not only enhancing its competitive edge but also potentially boosting its profitability, a significant win for investors.Google's search developments also leaned positive, indicating an ability to respond to increasingly complex queries. This capability could drive incremental search use cases, further strengthening Google's core Search business, which has been under scrutiny for its terminal value risk. While the company noted it's not currently making changes to Search ads, it left the door open for potential ad integration in the GAI snapshot area, hinting at a possible new revenue stream.Spotlight: BardSissie Hsiao, GM of Google Assistant and Bard, recently presented some significant advancements in Bard, Google's large language model. Initially launched as an experimental project, Bard has undergone considerable enhancements and now demonstrates proficiency in over 20 programming languages. These languages include widely used ones such as C++, GO, JavaScript, Python, and Kotlin, and even extend to Google Sheets functions. Bard's capabilities now encompass assisting developers with code generation, debugging, and elucidating code snippets, as evidenced by a Python script that recreates a chess move. In addition, Google has responded to developer feedback by enhancing Bard's code citations to be more precise, providing specific links to sources when it uses blocks of code from elsewhere.The application of Bard extends beyond coding tasks. For example, Google is incorporating the ability to export Bard's responses directly into Gmail and Google Docs, thereby assisting users in drafting emails and documents. The continual development of Bard is apparent in its integration with other tools. Soon, users will have the capability to export and run code directly from Bard to repl.it. The upcoming launch of a dark mode, which can be activated manually or set to follow the user's OS settings, reflects Google's ongoing commitment to enhancing the user experience. Furthermore, Google plans to extend Bard's capabilities by integrating it with Google Apps and partner services, enabling users to perform tasks securely and privately that were previously impossible.The future of Bard appears exciting, with the language model soon being able to interact with images through integration with Google Lens. Bard will be able to identify relevant images in response to prompts and users will be able to prompt Bard with images. Additionally, Google is exploring Bard's potential as a research tool. An example was demonstrated where Bard was used to locate colleges with animation programs in Pennsylvania, visualize their locations on Google Maps, organize the results in a table, and add pertinent information such as the school's public or private status. Google is also planning to enable Bard to interact with various online services, such as Instacart, Indeed, and Khan Academy. With the removal of the waitlist and opening up to over 180 countries and territories, Bard's reach is expanding, and it is set to support 40 languages in the future, already being available in Japanese and Korean.Spotlight: WorkspacesAparna Pappu, VP of Google Work Spaces, unveiled the integration of artificial intelligence into Google Workspace, transforming the platform into a dynamic environment for real-time collaboration. This new application of AI aims to elevate productivity by enabling the technology to act as both a coach and a thought partner for users, augmenting human intelligence and efficiency.The integration of AI into Google Workspace was demonstrated through a variety of practical examples. The \"help me write\" feature, currently available in Gmail and Docs, showcased the AI's capacity to assist with diverse tasks, such as drafting essays, crafting sales pitches, and conducting client outreach. In a striking demonstration of AI's capabilities, Pappu showed how AI can generate comprehensive job descriptions using only brief prompts, significantly reducing time and effort for HR teams. The AI's ability to streamline and automate tasks was further illustrated in Google Sheets, where AI was shown to organize the logistics of a dog-walking business, generating a detailed table for clients and pet details. Google Slides also benefited from the integration, with AI able to generate relevant images based on the text within a slide, aiding in visual storytelling.The announcement of Duet AI for Workspace marks a significant milestone in Google's vision for AI-augmented productivity. Set to offer generative AI features across Workspace, Duet AI is expected to provide proactive and contextual prompts to users based on their ongoing tasks, enhancing the ability to work more efficiently and intuitively. A live demonstration of Sidekick, an AI-powered side panel in Workspace, underscored the potential of this new feature. Sidekick was shown to read and process documents in real time, offering context-based suggestions and prompts to enhance the user's work. Whether it's generating context-relevant questions for a collaborative story project, summarizing conversations for a potluck planning scenario, or creating speaker notes for a professional presentation, Sidekick underscores AI's potential as a collaborator, setting the stage for a new era of productivity in Google Workspace.Financial & ValuationNote: All historical data in this section comes from the company's 10-K filings, and all consensus numbers come from FactSet.In the recently reported Q1 earnings, Google presented a performance that was somewhat lackluster. Despite revenue growth of 2.6% y/y to $69.8 billion, which met consensus estimates, the stock declined by -0.2% post-announcement. The lukewarm market reaction may be attributed to the company's operating margin, which fell to 25.0% compared to 29.5% a year ago.While the company's earnings per share (EPS) of $1.17 for the quarter did beat consensus by 8%, it represented a 5% y/y decrease, which could be a cause for concern. Yet, it's important to note that Google's revenue growth over the past three fiscal years has been robust, with a compound annual growth rate (CAGR) of 20.4%.Although the sell-side consensus forecasts a slowdown in revenue growth to 5.8% this fiscal year, it predicts a rebound to 11.1% the following fiscal year. We believe this could provide a catalyst for Google's performance, assuming the tech giant can successfully navigate the competitive landscape and continue to innovate.On the bright side, Google's EBIT margin has increased by 5.2% points over the past three fiscal years, indicating an improvement in operational efficiency. Furthermore, the company has been actively repurchasing shares, reducing the diluted outstanding common shares by 14.5% over the past three years. This aggressive buyback strategy has helped to more than offset shareholder dilution.However, Google's recent performance has been underwhelming compared to the broader market. Over the past year, the company underperformed the S&P 500 by -7% points, delivering a negative absolute return of -2.0%. Despite this, Google's stock is trading 15.7% above its 200-day moving average, suggesting a degree of investor confidence in the long-term prospects of the company.Google's PEG ratio for FY2 stands at 1.0, compared to the S&P 500's PEG ratio of 1.5. This represents a discount of 32.7% and could be viewed as a potential opportunity for value-oriented investors. Although the company does not offer a dividend, its strong return on invested capital of 21.4% is a testament to its effective use of capital.ConclusionGoogle's recent I/O event unveiled a series of impressive advancements in the field of artificial intelligence. The demonstrations of Bard, Google's language model, showcased its expanded capabilities in assisting developers and its potential to enhance productivity in various tasks. The integration of AI into Google Workspace further solidifies the company's commitment to empowering users with intelligent collaboration features. Additionally, Google's financial performance, while presenting some challenges, continues to exhibit strong revenue growth and improved operational efficiency. Overall, the event signifies a shift in Alphabet's approach to AI, highlighting their determination to maintain a leading position in the competitive AI landscape. As Google continues to innovate and leverage the power of AI, it presents investors with potential opportunities for long-term growth and value creation.However, investors should keep in mind that Google is still behind Microsoft in terms of implementing generative AI, as we wrote about last month. It is important for investors to thoroughly assess and consider the risks highlighted in the article as part of their due diligence process.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941177325,"gmtCreate":1680090471267,"gmtModify":1680090530541,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Good 👍🏻&nbsp;","listText":"Good 👍🏻&nbsp;","text":"Good 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941177325","repostId":"1132599656","repostType":2,"repost":{"id":"1132599656","kind":"news","pubTimestamp":1680102909,"share":"https://ttm.financial/m/news/1132599656?lang=&edition=fundamental","pubTime":"2023-03-29 23:15","market":"us","language":"en","title":"A Bull Market Is Coming: 3 Supercharged Growth Stocks to Buy at a Discount","url":"https://stock-news.laohu8.com/highlight/detail?id=1132599656","media":"Motley Fool","summary":"KEY POINTSAMD has a reputation as a company that can deliver cutting-edge processors for the cloud.T","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li><p>AMD has a reputation as a company that can deliver cutting-edge processors for the cloud.</p></li><li><p>The demand for Teradyne&#39;s testing systems increases as semiconductor chip complexity grows.</p></li><li><p>Tesla still looks like a screaming buy due to its surging fundamentals.</p></li></ul><p>Loading up on shares of these growth stocks now could set you up well by the time the next bull market arrives.</p><p>We are still in a bear market now, but history tells us that a bull market is coming. It&#39;s not a question of if it will happen, but rather when. </p><p>For investors who want to get ahead of this coming bull market, now&#39;s the time to research potential winners that will excel when it comes. Here are three supercharged growth stocks that could skyrocket higher once the bull market finally gets going.</p><h3>1. <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a></h3><p>Advanced Micro Devices (AMD), also known as AMD, is one of the world&#39;s foremost suppliers of cutting-edge microprocessors. AMD produces a variety of chips used in everything from automobiles to gaming devices. The company&#39;s largest, most profitable segment makes server processors, which are used to power the world&#39;s data centers. </p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/937d600b877bb50c84b4f3c169a449b9\" tg-width=\"560\" tg-height=\"240\"/></p><p>Many companies make data center processors (IBM, Intel, and Qualcomm, are some other examples), but AMD might have a leg up on the competition thanks to its record of innovation and some strategic partnerships it&#39;s made. For example, AMD recently teamed up with Microsoft on a collaborative venture where AMD&#39;s EPYC processors help operate Microsoft Azure&#39;s virtual machines. Associations like this can help AMD reinforce its image as a go-to name for chips used in top-of-the-line data centers.</p><p>From a financial perspective, AMD&#39;s short-term future presents a mixed image. Wall Street analysts expect 2023 revenue to be flat as lingering weakness in the PC market cancels out skyrocketing growth in the company&#39;s Data Center segment. Analysts expect growth to return with a bang in 2024. Consensus estimates are for 17% revenue growth, bringing the company&#39;s total revenue for 2024 to $27.7 billion.</p><p>AMD&#39;s stock price is up more than 46% so far in 2023, but it is still down 41% from all-time highs set in 2021. There&#39;s still more growth available here.</p><h3>2. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a></h3><p>While 2022 saw the stock price for electric vehicle (EV) maker Tesla (TSLA -1.37%), fall significantly after an incredible runup over the prior two years, 2023 is off to a much better start. The company reported stellar quarterly earnings back in January, with the following highlights:</p><ul><li><p>$24.3 billion in revenue -- up 37% year over year.</p></li><li><p>$1.19 of adjusted earnings per share (EPS).</p></li><li><p>1.31 million vehicle sales for all of 2022 -- up 40% year over year.</p></li></ul><p>Adding fuel to the fire, Tesla&#39;s net income per employee hit $110,792 last year. That&#39;s a record high for the company, far outpacing Tesla&#39;s closest competitors.</p><p>Nevertheless, investors can snap up shares of the world&#39;s largest automaker (by market cap) at a discount. Tesla stock still trades 52% below its all-time high, set in 2021. For investors looking to gain a step on the market, now might be the time to load up on Tesla -- before the next bull market gets underway.</p><h3>3. <a href=\"https://laohu8.com/S/TER\">Teradyne</a></h3><p>Teradyne fills a unique niche by designing and producing automated test systems for the semiconductor industry. Revenue tumbled in 2022 as a glut of semiconductors slowed overall demand. However, the company&#39;s 10-year average growth rate on revenue is 8.6%.</p><p>The demand for Teradyne&#39;s testing systems increases as chip complexity grows. And with more and more complex chips coming down the pipeline to help fuel artificial intelligence, machine learning, and automotive advancements, Teradyne stands to benefit.</p><p>Looking ahead, analysts expect Teradyne&#39;s revenue to contract to $2.8 billion this year. However, Wall Street estimates revenue should rebound substantially to $3.5 billion in 2024. While it waits for the rebound, the company&#39;s balance sheet gives it a large cushion. Teradyne has over $890 million of cash available and only $133 million of debt. </p><p>Teradyne stock trades 38% below all-time highs set at the start of 2022, but it&#39;s up nearly 20% so far in 2023. For investors that want to spice up their portfolio with a mid-cap semiconductor-related stock, Teradyne is a name to remember.</p></body></html>","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>A Bull Market Is Coming: 3 Supercharged Growth Stocks to Buy at a Discount</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\">\nA Bull Market Is Coming: 3 Supercharged Growth Stocks to Buy at a Discount\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/29/bull-market-coming-supercharged-growth-stock-cheap/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAMD has a reputation as a company that can deliver cutting-edge processors for the cloud.The demand for Teradyne's testing systems increases as semiconductor chip complexity grows.Tesla ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/29/bull-market-coming-supercharged-growth-stock-cheap/\">Web 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","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2023/03/29/bull-market-coming-supercharged-growth-stock-cheap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132599656","content_text":"KEY POINTSAMD has a reputation as a company that can deliver cutting-edge processors for the cloud.The demand for Teradyne's testing systems increases as semiconductor chip complexity grows.Tesla still looks like a screaming buy due to its surging fundamentals.Loading up on shares of these growth stocks now could set you up well by the time the next bull market arrives.We are still in a bear market now, but history tells us that a bull market is coming. It's not a question of if it will happen, but rather when. For investors who want to get ahead of this coming bull market, now's the time to research potential winners that will excel when it comes. Here are three supercharged growth stocks that could skyrocket higher once the bull market finally gets going.1. Advanced Micro DevicesAdvanced Micro Devices (AMD), also known as AMD, is one of the world's foremost suppliers of cutting-edge microprocessors. AMD produces a variety of chips used in everything from automobiles to gaming devices. The company's largest, most profitable segment makes server processors, which are used to power the world's data centers. Many companies make data center processors (IBM, Intel, and Qualcomm, are some other examples), but AMD might have a leg up on the competition thanks to its record of innovation and some strategic partnerships it's made. For example, AMD recently teamed up with Microsoft on a collaborative venture where AMD's EPYC processors help operate Microsoft Azure's virtual machines. Associations like this can help AMD reinforce its image as a go-to name for chips used in top-of-the-line data centers.From a financial perspective, AMD's short-term future presents a mixed image. Wall Street analysts expect 2023 revenue to be flat as lingering weakness in the PC market cancels out skyrocketing growth in the company's Data Center segment. Analysts expect growth to return with a bang in 2024. Consensus estimates are for 17% revenue growth, bringing the company's total revenue for 2024 to $27.7 billion.AMD's stock price is up more than 46% so far in 2023, but it is still down 41% from all-time highs set in 2021. There's still more growth available here.2. TeslaWhile 2022 saw the stock price for electric vehicle (EV) maker Tesla (TSLA -1.37%), fall significantly after an incredible runup over the prior two years, 2023 is off to a much better start. The company reported stellar quarterly earnings back in January, with the following highlights:$24.3 billion in revenue -- up 37% year over year.$1.19 of adjusted earnings per share (EPS).1.31 million vehicle sales for all of 2022 -- up 40% year over year.Adding fuel to the fire, Tesla's net income per employee hit $110,792 last year. That's a record high for the company, far outpacing Tesla's closest competitors.Nevertheless, investors can snap up shares of the world's largest automaker (by market cap) at a discount. Tesla stock still trades 52% below its all-time high, set in 2021. For investors looking to gain a step on the market, now might be the time to load up on Tesla -- before the next bull market gets underway.3. TeradyneTeradyne fills a unique niche by designing and producing automated test systems for the semiconductor industry. Revenue tumbled in 2022 as a glut of semiconductors slowed overall demand. However, the company's 10-year average growth rate on revenue is 8.6%.The demand for Teradyne's testing systems increases as chip complexity grows. And with more and more complex chips coming down the pipeline to help fuel artificial intelligence, machine learning, and automotive advancements, Teradyne stands to benefit.Looking ahead, analysts expect Teradyne's revenue to contract to $2.8 billion this year. However, Wall Street estimates revenue should rebound substantially to $3.5 billion in 2024. While it waits for the rebound, the company's balance sheet gives it a large cushion. Teradyne has over $890 million of cash available and only $133 million of debt. Teradyne stock trades 38% below all-time highs set at the start of 2022, but it's up nearly 20% so far in 2023. For investors that want to spice up their portfolio with a mid-cap semiconductor-related stock, Teradyne is a name to remember.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":287956174221408,"gmtCreate":1711324491768,"gmtModify":1711330902966,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"It will impact the share price of AMD &amp; Intel for short term.. but AMD CEO earlier said they don't have much exposure to&nbsp;Chinese market..","listText":"It will impact the share price of AMD &amp; Intel for short term.. but AMD CEO earlier said they don't have much exposure to&nbsp;Chinese market..","text":"It will impact the share price of AMD & Intel for short term.. but AMD CEO earlier said they don't have much exposure to Chinese market..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287956174221408","repostId":"2421374905","repostType":2,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239735187685480,"gmtCreate":1699566023258,"gmtModify":1699566028277,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"such analyst simply create panic in retail investers and accumulate the stocks in parallel&nbsp;","listText":"such analyst simply create panic in retail investers and accumulate the stocks in parallel&nbsp;","text":"such analyst simply create panic in retail investers and accumulate the stocks in parallel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239735187685480","repostId":"2382219938","repostType":2,"repost":{"id":"2382219938","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1699543173,"share":"https://ttm.financial/m/news/2382219938?lang=&edition=fundamental","pubTime":"2023-11-09 23:19","market":"us","language":"en","title":"Tesla Stock Can Drop 34%? Here Is Why the Analyst Say That","url":"https://stock-news.laohu8.com/highlight/detail?id=2382219938","media":"Dow Jones","summary":"Tesla stock picked up a new bearish rating, and it had an impact in morning trading.Tesla shares dropped more than 3% in morning trading.Thursday, according to ratings-aggregation services, HSBC launc","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla stock picked up a new bearish rating, and it had an impact in morning trading.</p><p>Tesla shares dropped more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65abd467005923be118b05ae5e12fe45\" title=\"\" tg-width=\"838\" tg-height=\"621\"/></p><p style=\"text-align: start;\">Thursday, according to ratings-aggregation services, HSBC launched coverage of Tesla stock (ticker: TSLA) with the equivalent of a Sell rating and $146 price target, down about 34% from recent levels.</p><p style=\"text-align: start;\"><em>Barron’s</em> doesn’t have the report. HSBC didn’t immediately respond to a request for a copy of its report.</p><p>The issue appears to be valuation. The analyst believes the electric-vehicle business isn’t worth what Tesla stock trades at today. What’s more, Tesla’s other businesses, including energy storage, self-driving cars, robots, and artificial-intelligence computing, all have regulatory hurdles that mean slower-than-expected growth in the future.</p><p>Tesla stock is worth some $700 billion at current prices. At HSBC’s target price of $146 a share, the company’s market capitalization would be worth closer to $470 billion.</p><p style=\"text-align: start;\">Coming into Thursday trading, Tesla stock is down about 8% over the past three months. Investors are worried about slowing demand for EVs. Global battery-EV sales rose roughly 25% year over year in the third quarter, but that is a slower rate than earlier in the year. Also, there are simply more EVs for sale now, all vying for market share.</p><p style=\"text-align: start;\">Overall, about 43% of analysts covering Tesla rate shares at Buy, according to FactSet. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.</p><p style=\"text-align: start;\">A new Sell rating doesn’t change the Buy-rating ratio, of course, but it changes the Sell-rating ratio. About 15% of analysts covering Tesla rate shares at Sell. The average Sell-rating ratio for S&amp;P 500 stock is close to 5%. Analysts typically shy away from Sell ratings, and prefer assigning Hold ratings to stocks they don’t favor.</p><p style=\"text-align: start;\">The average analyst price target for Tesla stock is about $239. Among the Buy-rated analysts, the average target price is roughly $290. Among Sell-rated analysts, the average target price is about $120.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Can Drop 34%? Here Is Why the Analyst Say That</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Can Drop 34%? Here Is Why the Analyst Say That\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-11-09 23:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla stock picked up a new bearish rating, and it had an impact in morning trading.</p><p>Tesla shares dropped more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65abd467005923be118b05ae5e12fe45\" title=\"\" tg-width=\"838\" tg-height=\"621\"/></p><p style=\"text-align: start;\">Thursday, according to ratings-aggregation services, HSBC launched coverage of Tesla stock (ticker: TSLA) with the equivalent of a Sell rating and $146 price target, down about 34% from recent levels.</p><p style=\"text-align: start;\"><em>Barron’s</em> doesn’t have the report. HSBC didn’t immediately respond to a request for a copy of its report.</p><p>The issue appears to be valuation. The analyst believes the electric-vehicle business isn’t worth what Tesla stock trades at today. What’s more, Tesla’s other businesses, including energy storage, self-driving cars, robots, and artificial-intelligence computing, all have regulatory hurdles that mean slower-than-expected growth in the future.</p><p>Tesla stock is worth some $700 billion at current prices. At HSBC’s target price of $146 a share, the company’s market capitalization would be worth closer to $470 billion.</p><p style=\"text-align: start;\">Coming into Thursday trading, Tesla stock is down about 8% over the past three months. Investors are worried about slowing demand for EVs. Global battery-EV sales rose roughly 25% year over year in the third quarter, but that is a slower rate than earlier in the year. Also, there are simply more EVs for sale now, all vying for market share.</p><p style=\"text-align: start;\">Overall, about 43% of analysts covering Tesla rate shares at Buy, according to FactSet. The average Buy-rating ratio for stocks in the S&amp;P 500 is about 55%.</p><p style=\"text-align: start;\">A new Sell rating doesn’t change the Buy-rating ratio, of course, but it changes the Sell-rating ratio. About 15% of analysts covering Tesla rate shares at Sell. The average Sell-rating ratio for S&amp;P 500 stock is close to 5%. Analysts typically shy away from Sell ratings, and prefer assigning Hold ratings to stocks they don’t favor.</p><p style=\"text-align: start;\">The average analyst price target for Tesla stock is about $239. Among the Buy-rated analysts, the average target price is roughly $290. Among Sell-rated analysts, the average target price is about $120.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/articles/sell-tesla-stock-says-analyst-2e612e67?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382219938","content_text":"Tesla stock picked up a new bearish rating, and it had an impact in morning trading.Tesla shares dropped more than 3% in morning trading.Thursday, according to ratings-aggregation services, HSBC launched coverage of Tesla stock (ticker: TSLA) with the equivalent of a Sell rating and $146 price target, down about 34% from recent levels.Barron’s doesn’t have the report. HSBC didn’t immediately respond to a request for a copy of its report.The issue appears to be valuation. The analyst believes the electric-vehicle business isn’t worth what Tesla stock trades at today. What’s more, Tesla’s other businesses, including energy storage, self-driving cars, robots, and artificial-intelligence computing, all have regulatory hurdles that mean slower-than-expected growth in the future.Tesla stock is worth some $700 billion at current prices. At HSBC’s target price of $146 a share, the company’s market capitalization would be worth closer to $470 billion.Coming into Thursday trading, Tesla stock is down about 8% over the past three months. Investors are worried about slowing demand for EVs. Global battery-EV sales rose roughly 25% year over year in the third quarter, but that is a slower rate than earlier in the year. Also, there are simply more EVs for sale now, all vying for market share.Overall, about 43% of analysts covering Tesla rate shares at Buy, according to FactSet. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.A new Sell rating doesn’t change the Buy-rating ratio, of course, but it changes the Sell-rating ratio. About 15% of analysts covering Tesla rate shares at Sell. The average Sell-rating ratio for S&P 500 stock is close to 5%. Analysts typically shy away from Sell ratings, and prefer assigning Hold ratings to stocks they don’t favor.The average analyst price target for Tesla stock is about $239. Among the Buy-rated analysts, the average target price is roughly $290. Among Sell-rated analysts, the average target price is about $120.","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941800219,"gmtCreate":1680091174632,"gmtModify":1680096932107,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941800219","repostId":"1159040209","repostType":2,"repost":{"id":"1159040209","kind":"news","pubTimestamp":1680102888,"share":"https://ttm.financial/m/news/1159040209?lang=&edition=fundamental","pubTime":"2023-03-29 23:14","market":"us","language":"en","title":"8 Stocks Run By Billionaires That Could Potentially Trump The Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1159040209","media":"Seekingalpha","summary":"The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Year","content":"<html><head></head><body><h3>The Billionaires&#39; Portfolio</h3><p>Following up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy also mentioned in the book. The book itself follows several fund managers that had hit it big with stocks that turned $10,000 into $1 million and the methodologies they used to achieve those discoveries. The most prevalent of which was the small-cap, high-earnings growth high quality company. Another admirable mention was the Billionaire portfolio. Buying shares of companies run by individuals with a net worth of $1 Billion or more.</p><p>These individuals more often than not tended to be founders with a significant incentive to grow the value of the company due to their large personal equity stakes. On the other hand, individuals that achieved this status while not being founders were long-time company partners or employees with an equivalent desire to compound the value of their stake in the company by growing it and thus enriching themselves by virtue of the share appreciation.</p><h2 style=\"text-align: left;\">Finding the Companies</h2><p style=\"text-align: left;\">Oddly enough, in the 1990s when this strategy was put together, information on individual CEO net worth was extremely hard to come by. Fund manager Matt Houk said his team had to scour the libraries for data to figure out who had attained a personal fortune from their running of the company. Now you can simply do a web search for any CEO + net worth and bada bing! They&#39;re all right there. To my surprise, there were not a whole lot of them. I&#39;ve found 8 solid leads run by Billionaires of profitable companies. I&#39;ve left out some of the recently IPO&#39;d companies as their fortunes are not yet based on running a profitable business; an example would be Alex Karp at Palantir (PLTR).</p><p style=\"text-align: left;\">Most of these CEOs also have the propensity to not pay a significant dividend, if one at all. This probably has to do with their confidence in compounding capital for the investors rather than giving it to them in a dividend payment. While I am primarily a dividend guy, I can not fault the logic as long as the keys are being handed to a competent driver. In the examples laid out below, the charts say these drivers are very competent indeed.</p><p style=\"text-align: left;\">I have included the total return on the charts of companies where there is a significant dividend paid during the reign of the mentioned CEO.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259d776206400cb09d39e2817bd5840b\" title=\"visualcapitalist.com billionaire map\" tg-width=\"640\" tg-height=\"386\"/><span>visualcapitalist.com billionaire map</span></p><p style=\"text-align: left;\"><strong>visualcapitalist.com</strong></p><h3 style=\"text-align: left;\">Warren Buffett</h3><p style=\"text-align: left;\">Starting with <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> (BRK.B)(BRK.A), Warren Buffett is the all time long-term king of compounding capital. Warren Buffett is not only one of the wealthiest individuals in the world but also touts Berkshire Hathaway as having one of, if not the highest, net worth of a company on the planet at over $600 Billion considering assets minus liabilities. The frugal Billionaire has taken good care of his investors.</p><p style=\"text-align: left;\">Per Bloomberg: &#34;He is one of the best-known fundamental investors in the world as a result of his immense investment success possessing a net worth of over $108 billion as of February 2023, making him the world&#39;s fifth-wealthiest person.&#34;</p><p style=\"text-align: left;\">Berkshire has been popular recently due to the risk-off nature of the market. The conservative balance sheet management has always been a plus for Berkshire, avoiding debt and focusing on reinvesting the float of their insurance companies and cash flow from privately held businesses upstream into their blue chip holdings portfolio. With a debt-to-equity ratio of only 26% and $128 Billion in cash, this is about as safe a company that exists in my opinion.</p><p style=\"text-align: left;\">Buffett himself has said they are a buyer of Berkshire at 1.25 X book value, with the stock trading at a TTM book value of 1.4 X, it might be slightly overvalued. Forward earnings are slated at 20 X, also making this a rich valuation based on the Graham Number eyeball test where the price-to-book times the price-to-earnings should not exceed 22.5.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b7d5d3e13b5b2bd558123a7259f65c4\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Mark Zuckerberg</h3><p style=\"text-align: left;\">As of March 2023, Zuckerberg&#39;s net worth was $73 billion according to the <em>Forbes</em> Real Time Billionaires making him the 15th richest person in the world. Mark Zuckerberg owns about 13.6% of <a href=\"https://laohu8.com/S/META\">Meta </a>, making this a stereotypical founder stock. The stock is one of my larger holdings that I bought after the sell-off in tech. They generate high returns on invested capital and have a &#34;cash printer&#34; advertising business. I wrote my first buy article here, and the stock is up 107% since then.</p><p style=\"text-align: left;\">Meta is down quite a bit from its all-time highs, but still a not too shabby 436% since the company went public. With a market cap under a trillion, I believe this one has a lot more upside to come.</p><p style=\"text-align: left;\">The price target at the time of my article followed a GAAP PEG ratio data set excluding the slowdown in growth post Metaverse spending. Assuming that the 20% CAGR engine of Facebook is still intact without the Metaverse, I came up with a high price based on a 20.5 X multiplier of $261 at that time. Using that same multiplier times forward EPS estimates of $9.65, gives us a lower current price target of $193. Meta is a hold for me at these prices after the double from the bottom.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71addf3911ea7e34c47a1ce2ceaa5c17\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Jamie Dimon</h3><p style=\"text-align: left;\">Dimon&#39;s net worth is estimated at $1.8 billion, pretty good for a non-founder. <a href=\"https://laohu8.com/S/JPM\">JPMorgan </a> has helped keep the most stable price for a SIB [systematically important bank] bank since the GFC in 2008-09 which helped boost Dimon&#39;s net worth, with an estimated $485 million in JP Morgan stock. Dimon&#39;s letters have been heralded by Warren Buffett himself and he has been looked at as one of the main orators opining on the forward state of corporate earnings and the economy. As JP Morgan Chase has financial products in almost all economic sectors, he is well suited to know what is happening at any given time, maybe even more so than Janet Yellen or Jerome Powell. The total return on JP Morgan Chase &amp; Co is over 473% since Jamie Dimon took over.</p><p style=\"text-align: left;\">Bank stocks track the Graham number well with their earnings being tied directly to assets on the balance sheet. The SQRT of 22.5X $90.29 [book value] X $12.09 [TTM EPS]= $156.71. The stock is currently cheap as are most bank stocks if you can stomach the volatility and trust their balance sheets.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47c851a854318cbacab1ab0e05fcdd3b\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Sundar Pichai</h3><p style=\"text-align: left;\">According to a Google search, the <a href=\"https://laohu8.com/S/GOOGL\">Google</a> (GOOGL)(GOOG) CEO&#39;s net worth just crossed into Billionaire territory at $1.3 Billion. It should be accurate as I imagine he could edit it otherwise on his own search engine! He has reduced his holdings quite a bit but still owns around $200 million in Google stock. Whether he has a major stake in the company or not, his net worth was certainly built on his hard work and effort at Google. Google stock is up 269% since he became CEO.</p><p style=\"text-align: left;\">This stock is on my buy list and one of the cheapest tech blue chip stocks out there in my opinion. The TTM EBITDA numbers for Google/Alphabet are at $90.771 Billion. With 12.849 Billion shares outstanding, that equates to $7.064 in EBITDA per share. The EBITDA CAGR, incorporating the TTM as our terminal value to end 2022, would equal a trailing 5-year growth rate of 17.8%. Using 17.8 as a multiple and $7.064 as our multiplicand, we get a price target of $125.73. This stock is well within my price target and a strong buy on seeking alpha&#39;s quant system.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cde92f7193c1ad7914705acef67c409\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Tim Cook</h3><p style=\"text-align: left;\">Tim Cook, like Pichai, also just entered the Billionaire party estimated at a $1.8 Billion net worth as of 2023. At <a href=\"https://laohu8.com/S/AAPL\">Apple </a> he has been a wizard of capital stewardship.</p><p style=\"text-align: left;\">Cook is estimated to have at least $526 million of Apple stock and has built his net worth through both ownership and large amounts of compensation. Since Cook took over, the stock is up over 1,400% on a total return basis, amazing in this period! While I have expressed my concerns over Apple&#39;s lack of innovation and attachment to the China supply chain, early investors who have held have been richly rewarded. I would buy Apple at a cheaper price if it ever gets there. The stock has fans and rightly so.</p><p style=\"text-align: left;\">I looked at a standard GAAP PEG ratio for APPLE and came up with the following: Considering $3.00 per share in 2018 as our beginning number and $6.15 as our 2022 terminal EPS, we get a GAAP CAGR in earnings of 15.4%. Using the TTM EPS of $5.91 as our multiplicand and 15.4+.61(Peter Lynch dividend yield kicker of .61%)=16.02 and our multiplier gives us a fair value based on GAAP earnings of $94.67. That would be deep value. Apple has not tracked the rest of the Nasdaq downward so this is wishful thinking. However, I only look for significant value when placing outsized tech bets with low yields. The management controls my fate, so the growth has to be adequate relative to my entry price.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4a9b791a314962959757865f4427b5e\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><h3 style=\"text-align: left;\">Jensen Huang</h3><p style=\"text-align: left;\">I have to admit, even after writing an article about the overvaluation of <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, Jensen Huang has been the most outstanding grower of capital on the list. I figured in the near term it would have been Elon Musk, but it&#39;s Jensen. Kudos good sir. As of January 2023, Huang&#39;s net worth is US$16.3 billion according to the Bloomberg Billionaires Index.</p><p style=\"text-align: left;\">This stock truly defies gravity. NVIDIA is really hard to evaluate and does not track its other semiconductor peers. I have written on NVIDIA trying to give it a liberal price based on a Non-GAAP PEG ratio, and it still didn&#39;t pencil. Either way, this stock is more of a bet that NVIDIA has the secret sauce to all things artificial intelligence. As a stock with large founder ownership, I think you can be sure Jensen will do everything in his power to lead NVIDIA to a bright future. If you followed this founder from the beginning, Kudos to you, 32K% return is tops on this list!</p><p style=\"text-align: left;\">Even being the most optimistic of optimists, Peter Lynch advises not to use more than 25% as your high forward CAGR estimate for any growth company. Using 25 X as our multiplier and the forward GAAP estimate in earnings-per-share at $4.5, we still come up with a high price target of $112.5. This stock is one of the most richly valued stocks in the entire market. It&#39;s not impossible that they grow into these large shoes after a FED pivot and a return to economic growth out of the doldrums of negative cyclicality. Might be time to take some profit on this one, but that&#39;s up to you my friends, Jensen is definitely an intangible asset that is hard to quantify.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd45967e8f0ff614ba291e5a109f2c2\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h4 style=\"text-align: left;\">Brian Roberts</h4><p style=\"text-align: left;\">A good Wikipedia synopsis on Roberts tells the following:</p><blockquote>Roberts is chairman and CEO of Comcast Corporation. He was named President of Comcast Corporation in 1990 at only 31 years of age when the company had $657 million in annual revenue. Comcast Corporation&#39;s annual revenue has since grown to $94.5 billion.</blockquote><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/CMCSA\">Comcast </a>, was one of the 100 bagger stocks mentioned in the <em>100 Baggers</em> book. Roberts is the son of Founder Ralph J. Roberts and can be considered a quasi-founder. With an estimated net worth of $1.8 Billion, Roberts has done well for himself but could have probably done better considering his positioning in the company&#39;s history. I wrote an article on Comcast recently and the company has all kinds of catalysts in front of it, namely in the expansion of its theme-park business and the addition of the Super Nintendo brand in North America. This is a founder stock I am in for a decent amount and it has a great dividend to boot!</p><p style=\"text-align: left;\">Coming up with a price target in my coverage of Comcast, I used the Graham number formula; the SQRT of 22.5 X [EPS] X (Book Value), our inputs would be $19.18 Book Value, and our forward EPS equivalent to analyst average estimates of $3.63 a share. Therefore SQRT 22.5 X ($3.63) X ($19.18)= $39.57, basically trading right at fair value with this GAAP metric.</p><p style=\"text-align: left;\">Reconfiguring it to get a high end based on EBITDA, we have $35.9 Billion in EBITDA TTM and 4.22 Billion shares outstanding. This would give us an EBITDA per share of $8.5. A reconstituted formula of SQRT 22.5 X($8.5) X (19.18)= $60.56 a share, basically right back to its September 2021 high. Blending the two would give us an average price target of $50 a share.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0d7f7964d97e1dac4f40d355564756c\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\">Elon Musk</h3><p style=\"text-align: left;\">I would have assumed the total return on <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> would have topped the list, but Jensen Huang trumped Elon Musk in this regard. That being said, Musk tops the list in total net worth at around $200 Billion depending on where Tesla stock sits on any given day. This is the most founder-centric stock that exists amongst Billionaires today in large caps. Although the ride in Tesla stock is the antithesis of a SWAN stock, what do you expect from a product that can do 0-60 in a few seconds? I wrote a Tesla article after it was decimated and the return has been ridiculous ever since.</p><p style=\"text-align: left;\">Tesla has proved that it can compound revenue at a higher clip than any other vehicle company that currently exists. This founder stock is rife with both innovation and salesmanship by its CEO. Hard to say where I would enter again, but for those that have held onto this since the beginning, an 11k% return is a handsome reward.</p><p style=\"text-align: left;\">Taking Peter Lynch&#39;s advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.164 Billion shares outstanding and TTM EBITDA of $17.439 Billion, that currently gives us an EBITDA per share of $5.51, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.51. This spits out a fair value of $137.75. Tesla has gone back to a hold in my book, but it is not terribly overvalued.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92ba62b34dcad7a9fb4547df981f4e10\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><h2 style=\"text-align: left;\">Honorable Mention</h2><p style=\"text-align: left;\">SoftBank (OTCPK:SFTBY) and Masayoshi Son have been a favorite of mine in the past, but I exited after a lot of bets on Chinese private equity soured. With a 34% stake in SoftBank and a $20 Billion net worth, he is renowned for having one of the best bets of all time in his initial purchase of Alibaba (BABA) before it went public turning $20 million into more than $50 Billion at one point.</p><p style=\"text-align: left;\">The company is an eccentric holdings company based around tech plays and private equity liquidations post-IPO. This stock has not produced returns worth mentioning over time, but there may be a play here centered around the future of AI and robotics. I like Masayoshi, he&#39;s proven himself to have made a few genius bets, especially on the private equity side.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">After writing this article I came to realize that I had owned many of these companies, minus NVIDIA. These companies have been some of the most admired for one reason or another, and their leaders have been a big reason why in my view. Building a net worth of a Billion or more is no simple feat, there are only about 600 Billionaires in the United States and a couple thousand worldwide. Many do not own publicly listed companies, and their net worth is far more difficult to evaluate. These 8 listed individuals are much easier to evaluate due to their public persona and disclosures.</p><p style=\"text-align: left;\">While there might be more Billionaire stocks out there in the wild that I have not included, consider this the &#34;blue chip&#34; Billionaire portfolio that I can recommend with confidence. Some of these are overvalued and some undervalued. However, picking a swath of these based on Billionaire leadership alone and disregarding fundamental value has shown to have worked in the past as referenced in <em>100 Baggers.</em> This portfolio is chock full of fan favorites and there is good reason why. No one becomes a Billionaire by accident, it is usually only through excellent capital management or innovation that one gets that crown.</p><p style=\"text-align: left;\">Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>8 Stocks Run By Billionaires That Could Potentially Trump The Market</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\">\n8 Stocks Run By Billionaires That Could Potentially Trump The Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy ...</p>\n\n<a href=\"https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market\">Web 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","GOOGL":"谷歌A","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","AAPL":"苹果","TSLA":"特斯拉","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4590650-8-stocks-run-by-billionaires-that-could-trump-the-market","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1159040209","content_text":"The Billionaires' PortfolioFollowing up on my Buy And Hold Coffee Can Portfolio For The Next 15 Years piece referencing the book 100 Baggers, this is a second piece that follows a portfolio strategy also mentioned in the book. The book itself follows several fund managers that had hit it big with stocks that turned $10,000 into $1 million and the methodologies they used to achieve those discoveries. The most prevalent of which was the small-cap, high-earnings growth high quality company. Another admirable mention was the Billionaire portfolio. Buying shares of companies run by individuals with a net worth of $1 Billion or more.These individuals more often than not tended to be founders with a significant incentive to grow the value of the company due to their large personal equity stakes. On the other hand, individuals that achieved this status while not being founders were long-time company partners or employees with an equivalent desire to compound the value of their stake in the company by growing it and thus enriching themselves by virtue of the share appreciation.Finding the CompaniesOddly enough, in the 1990s when this strategy was put together, information on individual CEO net worth was extremely hard to come by. Fund manager Matt Houk said his team had to scour the libraries for data to figure out who had attained a personal fortune from their running of the company. Now you can simply do a web search for any CEO + net worth and bada bing! They're all right there. To my surprise, there were not a whole lot of them. I've found 8 solid leads run by Billionaires of profitable companies. I've left out some of the recently IPO'd companies as their fortunes are not yet based on running a profitable business; an example would be Alex Karp at Palantir (PLTR).Most of these CEOs also have the propensity to not pay a significant dividend, if one at all. This probably has to do with their confidence in compounding capital for the investors rather than giving it to them in a dividend payment. While I am primarily a dividend guy, I can not fault the logic as long as the keys are being handed to a competent driver. In the examples laid out below, the charts say these drivers are very competent indeed.I have included the total return on the charts of companies where there is a significant dividend paid during the reign of the mentioned CEO.visualcapitalist.com billionaire mapvisualcapitalist.comWarren BuffettStarting with Berkshire Hathaway (BRK.B)(BRK.A), Warren Buffett is the all time long-term king of compounding capital. Warren Buffett is not only one of the wealthiest individuals in the world but also touts Berkshire Hathaway as having one of, if not the highest, net worth of a company on the planet at over $600 Billion considering assets minus liabilities. The frugal Billionaire has taken good care of his investors.Per Bloomberg: \"He is one of the best-known fundamental investors in the world as a result of his immense investment success possessing a net worth of over $108 billion as of February 2023, making him the world's fifth-wealthiest person.\"Berkshire has been popular recently due to the risk-off nature of the market. The conservative balance sheet management has always been a plus for Berkshire, avoiding debt and focusing on reinvesting the float of their insurance companies and cash flow from privately held businesses upstream into their blue chip holdings portfolio. With a debt-to-equity ratio of only 26% and $128 Billion in cash, this is about as safe a company that exists in my opinion.Buffett himself has said they are a buyer of Berkshire at 1.25 X book value, with the stock trading at a TTM book value of 1.4 X, it might be slightly overvalued. Forward earnings are slated at 20 X, also making this a rich valuation based on the Graham Number eyeball test where the price-to-book times the price-to-earnings should not exceed 22.5.ChartData by YChartsMark ZuckerbergAs of March 2023, Zuckerberg's net worth was $73 billion according to the Forbes Real Time Billionaires making him the 15th richest person in the world. Mark Zuckerberg owns about 13.6% of Meta , making this a stereotypical founder stock. The stock is one of my larger holdings that I bought after the sell-off in tech. They generate high returns on invested capital and have a \"cash printer\" advertising business. I wrote my first buy article here, and the stock is up 107% since then.Meta is down quite a bit from its all-time highs, but still a not too shabby 436% since the company went public. With a market cap under a trillion, I believe this one has a lot more upside to come.The price target at the time of my article followed a GAAP PEG ratio data set excluding the slowdown in growth post Metaverse spending. Assuming that the 20% CAGR engine of Facebook is still intact without the Metaverse, I came up with a high price based on a 20.5 X multiplier of $261 at that time. Using that same multiplier times forward EPS estimates of $9.65, gives us a lower current price target of $193. Meta is a hold for me at these prices after the double from the bottom.ChartData by YChartsJamie DimonDimon's net worth is estimated at $1.8 billion, pretty good for a non-founder. JPMorgan  has helped keep the most stable price for a SIB [systematically important bank] bank since the GFC in 2008-09 which helped boost Dimon's net worth, with an estimated $485 million in JP Morgan stock. Dimon's letters have been heralded by Warren Buffett himself and he has been looked at as one of the main orators opining on the forward state of corporate earnings and the economy. As JP Morgan Chase has financial products in almost all economic sectors, he is well suited to know what is happening at any given time, maybe even more so than Janet Yellen or Jerome Powell. The total return on JP Morgan Chase & Co is over 473% since Jamie Dimon took over.Bank stocks track the Graham number well with their earnings being tied directly to assets on the balance sheet. The SQRT of 22.5X $90.29 [book value] X $12.09 [TTM EPS]= $156.71. The stock is currently cheap as are most bank stocks if you can stomach the volatility and trust their balance sheets.ChartData by YChartsSundar PichaiAccording to a Google search, the Google (GOOGL)(GOOG) CEO's net worth just crossed into Billionaire territory at $1.3 Billion. It should be accurate as I imagine he could edit it otherwise on his own search engine! He has reduced his holdings quite a bit but still owns around $200 million in Google stock. Whether he has a major stake in the company or not, his net worth was certainly built on his hard work and effort at Google. Google stock is up 269% since he became CEO.This stock is on my buy list and one of the cheapest tech blue chip stocks out there in my opinion. The TTM EBITDA numbers for Google/Alphabet are at $90.771 Billion. With 12.849 Billion shares outstanding, that equates to $7.064 in EBITDA per share. The EBITDA CAGR, incorporating the TTM as our terminal value to end 2022, would equal a trailing 5-year growth rate of 17.8%. Using 17.8 as a multiple and $7.064 as our multiplicand, we get a price target of $125.73. This stock is well within my price target and a strong buy on seeking alpha's quant system.ChartData by YChartsTim CookTim Cook, like Pichai, also just entered the Billionaire party estimated at a $1.8 Billion net worth as of 2023. At Apple  he has been a wizard of capital stewardship.Cook is estimated to have at least $526 million of Apple stock and has built his net worth through both ownership and large amounts of compensation. Since Cook took over, the stock is up over 1,400% on a total return basis, amazing in this period! While I have expressed my concerns over Apple's lack of innovation and attachment to the China supply chain, early investors who have held have been richly rewarded. I would buy Apple at a cheaper price if it ever gets there. The stock has fans and rightly so.I looked at a standard GAAP PEG ratio for APPLE and came up with the following: Considering $3.00 per share in 2018 as our beginning number and $6.15 as our 2022 terminal EPS, we get a GAAP CAGR in earnings of 15.4%. Using the TTM EPS of $5.91 as our multiplicand and 15.4+.61(Peter Lynch dividend yield kicker of .61%)=16.02 and our multiplier gives us a fair value based on GAAP earnings of $94.67. That would be deep value. Apple has not tracked the rest of the Nasdaq downward so this is wishful thinking. However, I only look for significant value when placing outsized tech bets with low yields. The management controls my fate, so the growth has to be adequate relative to my entry price.ChartData by YChartsJensen HuangI have to admit, even after writing an article about the overvaluation of Nvidia , Jensen Huang has been the most outstanding grower of capital on the list. I figured in the near term it would have been Elon Musk, but it's Jensen. Kudos good sir. As of January 2023, Huang's net worth is US$16.3 billion according to the Bloomberg Billionaires Index.This stock truly defies gravity. NVIDIA is really hard to evaluate and does not track its other semiconductor peers. I have written on NVIDIA trying to give it a liberal price based on a Non-GAAP PEG ratio, and it still didn't pencil. Either way, this stock is more of a bet that NVIDIA has the secret sauce to all things artificial intelligence. As a stock with large founder ownership, I think you can be sure Jensen will do everything in his power to lead NVIDIA to a bright future. If you followed this founder from the beginning, Kudos to you, 32K% return is tops on this list!Even being the most optimistic of optimists, Peter Lynch advises not to use more than 25% as your high forward CAGR estimate for any growth company. Using 25 X as our multiplier and the forward GAAP estimate in earnings-per-share at $4.5, we still come up with a high price target of $112.5. This stock is one of the most richly valued stocks in the entire market. It's not impossible that they grow into these large shoes after a FED pivot and a return to economic growth out of the doldrums of negative cyclicality. Might be time to take some profit on this one, but that's up to you my friends, Jensen is definitely an intangible asset that is hard to quantify.ChartData by YChartsBrian RobertsA good Wikipedia synopsis on Roberts tells the following:Roberts is chairman and CEO of Comcast Corporation. He was named President of Comcast Corporation in 1990 at only 31 years of age when the company had $657 million in annual revenue. Comcast Corporation's annual revenue has since grown to $94.5 billion.Comcast , was one of the 100 bagger stocks mentioned in the 100 Baggers book. Roberts is the son of Founder Ralph J. Roberts and can be considered a quasi-founder. With an estimated net worth of $1.8 Billion, Roberts has done well for himself but could have probably done better considering his positioning in the company's history. I wrote an article on Comcast recently and the company has all kinds of catalysts in front of it, namely in the expansion of its theme-park business and the addition of the Super Nintendo brand in North America. This is a founder stock I am in for a decent amount and it has a great dividend to boot!Coming up with a price target in my coverage of Comcast, I used the Graham number formula; the SQRT of 22.5 X [EPS] X (Book Value), our inputs would be $19.18 Book Value, and our forward EPS equivalent to analyst average estimates of $3.63 a share. Therefore SQRT 22.5 X ($3.63) X ($19.18)= $39.57, basically trading right at fair value with this GAAP metric.Reconfiguring it to get a high end based on EBITDA, we have $35.9 Billion in EBITDA TTM and 4.22 Billion shares outstanding. This would give us an EBITDA per share of $8.5. A reconstituted formula of SQRT 22.5 X($8.5) X (19.18)= $60.56 a share, basically right back to its September 2021 high. Blending the two would give us an average price target of $50 a share.ChartData by YChartsElon MuskI would have assumed the total return on Tesla  would have topped the list, but Jensen Huang trumped Elon Musk in this regard. That being said, Musk tops the list in total net worth at around $200 Billion depending on where Tesla stock sits on any given day. This is the most founder-centric stock that exists amongst Billionaires today in large caps. Although the ride in Tesla stock is the antithesis of a SWAN stock, what do you expect from a product that can do 0-60 in a few seconds? I wrote a Tesla article after it was decimated and the return has been ridiculous ever since.Tesla has proved that it can compound revenue at a higher clip than any other vehicle company that currently exists. This founder stock is rife with both innovation and salesmanship by its CEO. Hard to say where I would enter again, but for those that have held onto this since the beginning, an 11k% return is a handsome reward.Taking Peter Lynch's advice, I like to max out my growth multiple at 25% (25 X) per annum even if a company is exceeding that CAGR in the near term. With 3.164 Billion shares outstanding and TTM EBITDA of $17.439 Billion, that currently gives us an EBITDA per share of $5.51, the number I will use as my multiplicand. To wind up at the crosshairs of a PEG ratio of 1 or less on an EBITDA basis assuming a max growth rate of 25%, I will simply use 25 as my multiplier times $5.51. This spits out a fair value of $137.75. Tesla has gone back to a hold in my book, but it is not terribly overvalued.ChartData by YChartsHonorable MentionSoftBank (OTCPK:SFTBY) and Masayoshi Son have been a favorite of mine in the past, but I exited after a lot of bets on Chinese private equity soured. With a 34% stake in SoftBank and a $20 Billion net worth, he is renowned for having one of the best bets of all time in his initial purchase of Alibaba (BABA) before it went public turning $20 million into more than $50 Billion at one point.The company is an eccentric holdings company based around tech plays and private equity liquidations post-IPO. This stock has not produced returns worth mentioning over time, but there may be a play here centered around the future of AI and robotics. I like Masayoshi, he's proven himself to have made a few genius bets, especially on the private equity side.ConclusionAfter writing this article I came to realize that I had owned many of these companies, minus NVIDIA. These companies have been some of the most admired for one reason or another, and their leaders have been a big reason why in my view. Building a net worth of a Billion or more is no simple feat, there are only about 600 Billionaires in the United States and a couple thousand worldwide. Many do not own publicly listed companies, and their net worth is far more difficult to evaluate. These 8 listed individuals are much easier to evaluate due to their public persona and disclosures.While there might be more Billionaire stocks out there in the wild that I have not included, consider this the \"blue chip\" Billionaire portfolio that I can recommend with confidence. Some of these are overvalued and some undervalued. However, picking a swath of these based on Billionaire leadership alone and disregarding fundamental value has shown to have worked in the past as referenced in 100 Baggers. This portfolio is chock full of fan favorites and there is good reason why. No one becomes a Billionaire by accident, it is usually only through excellent capital management or innovation that one gets that crown.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265838985834784,"gmtCreate":1705922642590,"gmtModify":1705922646918,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Agree!&nbsp;","listText":"Agree!&nbsp;","text":"Agree!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265838985834784","repostId":"2405937302","repostType":2,"repost":{"id":"2405937302","kind":"highlight","pubTimestamp":1705921414,"share":"https://ttm.financial/m/news/2405937302?lang=&edition=fundamental","pubTime":"2024-01-22 19:03","market":"us","language":"en","title":"Tesla: Sell-Off Likely To Accelerate On Weak Q4 Reporting","url":"https://stock-news.laohu8.com/highlight/detail?id=2405937302","media":"seekingalpha","summary":"Tesla's Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.Demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty ","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla&#39;s Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.</p></li><li><p>Demand for EVs, including Tesla&#39;s vehicles, is facing challenges and may not meet lofty expectations.</p></li><li><p>Margin pressure is increasing for Tesla due to fresh price cuts, wage increases, and competition from low-cost competitors.</p></li><li><p>In line with my bearish sentiment on Tesla’s growth story, I am highly concerned about the valuation backdrop, with the company’s enterprise value trading at 7x EV and 71x EBIT.</p></li><li><p>I expect negative momentum on Tesla shares to accelerate post Q4 reporting.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361534587490733d3d6e0d8f46b1a71a\" tg-width=\"750\" tg-height=\"500\"/></p><p>Robert Way</p><p>Following <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> results for the September quarter, I argued that the U.S. leading EV maker is a Sell, as I have pointed out slowing growth and weakening margins. Since my argument got published, TSLA shares have returned negative 4%, while the S&amp;P 500 gained 13%. Looking ahead to Tesla&#39;s Q4 earnings release, which is expected to be published on the 24th of January after the market closes, I am gaining more and more confidence in my bearish skew on Tesla, expecting the sell-off for shares to accelerate. In this article I explain why.</p><p>While I expect Tesla to report Q4 2023 results broadly in line with consensus estimates, referencing $25.75 billion in revenues and 0.75 cents EPS, I see a large downside risk for commentary on 2024 guidance. There are multiple variables to my negative thesis: Firstly, I point out a broader macro weakness for EVs, with volumes for electric vehicles trailing lofty expectations. Specifically for Tesla, the 50% CAGR expectation for deliveries should be crushed in 2024, with volumes likely growing below 20%. Secondly, competition against Chinese EV manufacturers appears to be intensifying, as BYD starts to see booming international demand, while Tesla has once again lowered prices of Model 3 in China to compete with more cost-conscious alternatives. Thirdly, Tesla is likely seeing more margin pressure on wage increases in the U.S. Fourthly, I point out fading investor confidence as a concern, following Elon Musk&#39;s suggestion that he may need new incentives to develop AI technologies. On that note, sentiment should also suffer from the recent Hertz announcement sharing plans to rebalance its vehicle fleet back to ICEs.</p><h2 id=\"id_3952681197\">The EV Story May Face A Demand Problem</h2><p>In recent days, Tesla has experienced a series of developments that suggest negative implications for investors heading into 2024. Most notably, I point out broader macro weakness for the global EV market, with demand trailing lofty expectations. To support this thesis, I highlight that Ford has recently scaled down production in the electric F-150 model to push more production volume in favor of the ICE-powered sport-utility vehicles Bronco and Bronco Raptor, as well as the Ranger and Ranger Raptor pickups. The thesis of lower-than-expected consumer demand is also confirmed by Tesla itself, with the EV maker delivering about 200k vehicles below previously established expectations of 2 million. Interestingly, Tesla fell short of its own target <em>despite</em> numerous price cuts throughout the year and easing supply-chain pressure, as evidenced by rapidly falling production wait lists across geos.</p><p>Demand for EVs is certainly becoming an increasing problem for Tesla, especially as mass consumer sentiment appears to reject the aggressive electrification push promoted by politics and large institutions, such as Hertz. On this note, Hertz, a major player in the car rental industry, has recently announced plans to sell 20,000 electric vehicles from its U.S. fleet. This number constitutes about a third of its global EV fleet. The sales process began in December 2023 and is expected to continue throughout 2024. An interesting aspect of the decision by Hertz relates to the company&#39;s plan to reinvest a portion of the proceeds from the EV sales into ICE vehicles. This strategy is likely a response to meet specific &#34;customer demands&#34;, as suggested by management. Moreover, Hertz&#39;s CEO had previously highlighted in October 2023 that repair costs for EVs, particularly collision and damage repairs, can be nearly twice as high as those for ICE vehicles.</p><h2 id=\"id_3194012642\">The 50% CAGR Expectation On Deliveries Will Likely Be Crushed In 2024</h2><p>While Tesla&#39;s fourth-quarter delivery numbers were ok, delivering 484,000 cars, there&#39;s a growing consensus that 2024 could present significant challenges to the company&#39;s vehicle volume projections. Specifically, the expectation that Tesla could maintain a 50% compound annual growth rate in deliveries into 2024 and beyond is increasingly becoming questionable and farfetched, due to factors highlighted in earlier arguments.</p><p>One key issue is the ability of Tesla to both increase demand for its vehicles and build them. Scaling up 2023 deliveries to a 50% increase would mean selling 2.7 million cars in 2024. On that note, consensus projection according to Refinitiv currently suggests delivery numbers for 2024 to be 2.19 million units, a year over year growth of about 17%. Meanwhile, Barclays projected Tesla&#39;s delivery numbers for 2024 to be around 1.97 million units only, suggesting a year over year growth of less than 10%.</p><p>Personally, I expect Tesla might set its delivery guidance for 2024 in the range of 2.0 - 2.1 million units, aiming to establish reasonable projections early in the year to build a buffer for multiple disappointments throughout 2024. And while Tesla&#39;s Elon Musk likely won&#39;t formally wave good-bye to the 50% CAGR projection, the markets will certainly read this statement between the lines accordingly. Looking beyond 2024, Tesla is in dire need of a new growth driver like the previously teased next-generation platform.</p><h2 id=\"id_1652509424\">Margin Pressure Likely To Escalate Further</h2><p>Talking about price cuts, it is also disappointing to learn that Tesla has reportedly once again lowered the retail selling price for the Model 3 and Y in China, crushing investors&#39; hope that the price-driven margin pressure may fade. In detail, Tesla has recently announced that the base MSRP for the standard-range Model 3 and Model Y should be cut by 5.9% and 2.8%, respectively. Additionally, prices for long-range variants of both models were lowered by 2%-4%. Meanwhile, outside of China, Tesla is facing an increasing supply push from low-cost competitors such as BYD and Xpeng. In fact, in December 2023, BYD even managed to take Tesla&#39;s crown as the world&#39;s leading EV manufacturer. While, Tesla delivered 484,000 cars in the fourth quarter, surpassing analysts&#39; expectations, BYD shipped a record-breaking 526,000 BEV units to customers. Outside of China, BYD delivered 36,000 units in December alone, bringing the volume of international sales to 243,000 units for the entire year.</p><p>Compounding the challenges from the demand side, Tesla is also increasingly facing margin compression due to escalating cost pressure. Specifically, I point out that in Q4 Tesla announced pay increases for its U.S. production workers, following growing unionization efforts and a historical win for the United Auto Workers (UAW) against the Big Three in Detroit, Stellantis, General Motors and Ford. The wage increase announced by Tesla suggests a roughly 10% wage increase for production staff in the United States. While the wage increase is significantly lower than what has been achieved by UAW workers, the EBIT headwind for Tesla is nevertheless significant. In act, assuming that Tesla employs about 45,000 production workers in the United States, and the average annual compensation, including benefits, is around a reasonable $75,000 and $85,000, then a 10% increase would translate to an additional annual labor cost of approximately $340 - $380 million, or a notable 3% headwind to 2024 consensus EBIT. Meanwhile, I also point out that Tesla is poised to suffer a negative margin impact from the Cybertruck ramp-up as commented on by Elon Musk:</p><blockquote><p><em>I mean, we dug our own grave with Cybertruck ... the Cybertruck is one of those special products that comes along only once in a long while. And special products that come along once in a long while are just incredibly difficult to bring to market, to reach volume, to be prosperous.&#34;</em></p><p><em>I do want to emphasize that there will be enormous challenges in reaching volume production with the Cybertruck, and then in making a Cybertruck cash flow positive</em></p></blockquote><p>According to consensus estimates collected by Seeking Alpha, Tesla&#39;s EPS projection has started to fall throughout 2023. However, I argue that estimates may still be too high. Most notably, EPS expectations have not yet fallen on the announced wage increases. Personally, I expect a fresh downward revision cycle for EPS estimates following the Q4 reporting, on disappointing 2024 delivery guidance and cost projections.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27a1701e9a3c955a7467980741e36d47\" tg-width=\"640\" tg-height=\"219\"/></p><p>Seeking Alpha</p><h2 id=\"id_400527255\">Investor Takeaway</h2><p>Tesla&#39;s Q4 earnings release is expected to show in-line results, but there are strong downside risks for guidance. As a broader theme going into 2024, the demand for EVs, including Tesla&#39;s vehicles, is facing challenges and may not meet lofty expectations. On that note, margin pressure is increasing for Tesla due to wage increases and competition from low-cost competitors. In line with my bearish sentiment on Tesla&#39;s growth story, I am highly concerned about the valuation backdrop, with the company&#39;s enterprise value trading at 7x EV and 71x EBIT. That said, I expect negative momentum on Tesla shares to accelerate post Q4 reporting, with shares accelerating their path toward a more reasonable valuation, which I see at minimum 20% lower.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Sell-Off Likely To Accelerate On Weak Q4 Reporting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Sell-Off Likely To Accelerate On Weak Q4 Reporting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4664060-tesla-sell-off-likely-to-accelerate-weak-q4-reporting><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.Demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty ...</p>\n\n<a href=\"https://seekingalpha.com/article/4664060-tesla-sell-off-likely-to-accelerate-weak-q4-reporting\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4664060-tesla-sell-off-likely-to-accelerate-weak-q4-reporting","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2405937302","content_text":"Tesla's Q4 earnings release is expected to show in-line results, but there are downside risks for 2024 guidance.Demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty expectations.Margin pressure is increasing for Tesla due to fresh price cuts, wage increases, and competition from low-cost competitors.In line with my bearish sentiment on Tesla’s growth story, I am highly concerned about the valuation backdrop, with the company’s enterprise value trading at 7x EV and 71x EBIT.I expect negative momentum on Tesla shares to accelerate post Q4 reporting.Robert WayFollowing Tesla, Inc. results for the September quarter, I argued that the U.S. leading EV maker is a Sell, as I have pointed out slowing growth and weakening margins. Since my argument got published, TSLA shares have returned negative 4%, while the S&P 500 gained 13%. Looking ahead to Tesla's Q4 earnings release, which is expected to be published on the 24th of January after the market closes, I am gaining more and more confidence in my bearish skew on Tesla, expecting the sell-off for shares to accelerate. In this article I explain why.While I expect Tesla to report Q4 2023 results broadly in line with consensus estimates, referencing $25.75 billion in revenues and 0.75 cents EPS, I see a large downside risk for commentary on 2024 guidance. There are multiple variables to my negative thesis: Firstly, I point out a broader macro weakness for EVs, with volumes for electric vehicles trailing lofty expectations. Specifically for Tesla, the 50% CAGR expectation for deliveries should be crushed in 2024, with volumes likely growing below 20%. Secondly, competition against Chinese EV manufacturers appears to be intensifying, as BYD starts to see booming international demand, while Tesla has once again lowered prices of Model 3 in China to compete with more cost-conscious alternatives. Thirdly, Tesla is likely seeing more margin pressure on wage increases in the U.S. Fourthly, I point out fading investor confidence as a concern, following Elon Musk's suggestion that he may need new incentives to develop AI technologies. On that note, sentiment should also suffer from the recent Hertz announcement sharing plans to rebalance its vehicle fleet back to ICEs.The EV Story May Face A Demand ProblemIn recent days, Tesla has experienced a series of developments that suggest negative implications for investors heading into 2024. Most notably, I point out broader macro weakness for the global EV market, with demand trailing lofty expectations. To support this thesis, I highlight that Ford has recently scaled down production in the electric F-150 model to push more production volume in favor of the ICE-powered sport-utility vehicles Bronco and Bronco Raptor, as well as the Ranger and Ranger Raptor pickups. The thesis of lower-than-expected consumer demand is also confirmed by Tesla itself, with the EV maker delivering about 200k vehicles below previously established expectations of 2 million. Interestingly, Tesla fell short of its own target despite numerous price cuts throughout the year and easing supply-chain pressure, as evidenced by rapidly falling production wait lists across geos.Demand for EVs is certainly becoming an increasing problem for Tesla, especially as mass consumer sentiment appears to reject the aggressive electrification push promoted by politics and large institutions, such as Hertz. On this note, Hertz, a major player in the car rental industry, has recently announced plans to sell 20,000 electric vehicles from its U.S. fleet. This number constitutes about a third of its global EV fleet. The sales process began in December 2023 and is expected to continue throughout 2024. An interesting aspect of the decision by Hertz relates to the company's plan to reinvest a portion of the proceeds from the EV sales into ICE vehicles. This strategy is likely a response to meet specific \"customer demands\", as suggested by management. Moreover, Hertz's CEO had previously highlighted in October 2023 that repair costs for EVs, particularly collision and damage repairs, can be nearly twice as high as those for ICE vehicles.The 50% CAGR Expectation On Deliveries Will Likely Be Crushed In 2024While Tesla's fourth-quarter delivery numbers were ok, delivering 484,000 cars, there's a growing consensus that 2024 could present significant challenges to the company's vehicle volume projections. Specifically, the expectation that Tesla could maintain a 50% compound annual growth rate in deliveries into 2024 and beyond is increasingly becoming questionable and farfetched, due to factors highlighted in earlier arguments.One key issue is the ability of Tesla to both increase demand for its vehicles and build them. Scaling up 2023 deliveries to a 50% increase would mean selling 2.7 million cars in 2024. On that note, consensus projection according to Refinitiv currently suggests delivery numbers for 2024 to be 2.19 million units, a year over year growth of about 17%. Meanwhile, Barclays projected Tesla's delivery numbers for 2024 to be around 1.97 million units only, suggesting a year over year growth of less than 10%.Personally, I expect Tesla might set its delivery guidance for 2024 in the range of 2.0 - 2.1 million units, aiming to establish reasonable projections early in the year to build a buffer for multiple disappointments throughout 2024. And while Tesla's Elon Musk likely won't formally wave good-bye to the 50% CAGR projection, the markets will certainly read this statement between the lines accordingly. Looking beyond 2024, Tesla is in dire need of a new growth driver like the previously teased next-generation platform.Margin Pressure Likely To Escalate FurtherTalking about price cuts, it is also disappointing to learn that Tesla has reportedly once again lowered the retail selling price for the Model 3 and Y in China, crushing investors' hope that the price-driven margin pressure may fade. In detail, Tesla has recently announced that the base MSRP for the standard-range Model 3 and Model Y should be cut by 5.9% and 2.8%, respectively. Additionally, prices for long-range variants of both models were lowered by 2%-4%. Meanwhile, outside of China, Tesla is facing an increasing supply push from low-cost competitors such as BYD and Xpeng. In fact, in December 2023, BYD even managed to take Tesla's crown as the world's leading EV manufacturer. While, Tesla delivered 484,000 cars in the fourth quarter, surpassing analysts' expectations, BYD shipped a record-breaking 526,000 BEV units to customers. Outside of China, BYD delivered 36,000 units in December alone, bringing the volume of international sales to 243,000 units for the entire year.Compounding the challenges from the demand side, Tesla is also increasingly facing margin compression due to escalating cost pressure. Specifically, I point out that in Q4 Tesla announced pay increases for its U.S. production workers, following growing unionization efforts and a historical win for the United Auto Workers (UAW) against the Big Three in Detroit, Stellantis, General Motors and Ford. The wage increase announced by Tesla suggests a roughly 10% wage increase for production staff in the United States. While the wage increase is significantly lower than what has been achieved by UAW workers, the EBIT headwind for Tesla is nevertheless significant. In act, assuming that Tesla employs about 45,000 production workers in the United States, and the average annual compensation, including benefits, is around a reasonable $75,000 and $85,000, then a 10% increase would translate to an additional annual labor cost of approximately $340 - $380 million, or a notable 3% headwind to 2024 consensus EBIT. Meanwhile, I also point out that Tesla is poised to suffer a negative margin impact from the Cybertruck ramp-up as commented on by Elon Musk:I mean, we dug our own grave with Cybertruck ... the Cybertruck is one of those special products that comes along only once in a long while. And special products that come along once in a long while are just incredibly difficult to bring to market, to reach volume, to be prosperous.\"I do want to emphasize that there will be enormous challenges in reaching volume production with the Cybertruck, and then in making a Cybertruck cash flow positiveAccording to consensus estimates collected by Seeking Alpha, Tesla's EPS projection has started to fall throughout 2023. However, I argue that estimates may still be too high. Most notably, EPS expectations have not yet fallen on the announced wage increases. Personally, I expect a fresh downward revision cycle for EPS estimates following the Q4 reporting, on disappointing 2024 delivery guidance and cost projections.Seeking AlphaInvestor TakeawayTesla's Q4 earnings release is expected to show in-line results, but there are strong downside risks for guidance. As a broader theme going into 2024, the demand for EVs, including Tesla's vehicles, is facing challenges and may not meet lofty expectations. On that note, margin pressure is increasing for Tesla due to wage increases and competition from low-cost competitors. In line with my bearish sentiment on Tesla's growth story, I am highly concerned about the valuation backdrop, with the company's enterprise value trading at 7x EV and 71x EBIT. That said, I expect negative momentum on Tesla shares to accelerate post Q4 reporting, with shares accelerating their path toward a more reasonable valuation, which I see at minimum 20% lower.","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941691807,"gmtCreate":1680179716310,"gmtModify":1680179720659,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Super!","listText":"Super!","text":"Super!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941691807","repostId":"1121093092","repostType":2,"repost":{"id":"1121093092","kind":"news","pubTimestamp":1680179447,"share":"https://ttm.financial/m/news/1121093092?lang=&edition=fundamental","pubTime":"2023-03-30 20:30","market":"us","language":"en","title":"Alibaba’s $20 Billion Logistics Arm Gears Up for Hong Kong IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1121093092","media":"Bloomberg","summary":"CICC, Citi are working with Cainiao on potential share saleA listing could happen as soon as end of ","content":"<html><head></head><body><ul><li><p>CICC, Citi are working with Cainiao on potential share sale</p></li><li><p>A listing could happen as soon as end of 2023, people say</p></li></ul><p>Cainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for its Hong Kong initial public offering, people familiar with the matter said, paving way to be the first of the Chinese tech firm’s six business units to go public.</p><p>Banks including China International Capital Corp. and Citigroup Inc. are working with the company to prepare for the first-time share sale, the people said. The firm is targeting a listing as soon as the end of this year, said one of the people, asking not to be identified as the information is private. Cainiao is currently valued at more than $20 billion, the people said.</p><p>Cainiao hasn’t decided on the IPO size, while the timeline is still subject to changes depending on market conditions, the people said. A representative for Cainiao said the company doesn’t have a clear plan and timeline for an IPO. A representative for Citigroup declined to comment, while a representative for CICC didn’t immediately respond to requests for comment.</p><p>Alibaba this week unveiled plans to split its $250 billion business into six main units encompassing e-commerce, media and the cloud. Each business will explore fundraising or IPO at an appropriate time. The tech mammoth will consider gradually giving up control of some of its main businesses, Alibaba Chief Executive Officer Daniel Zhang said on a conference call on Thursday, but declined to specify a timeline for any IPOs.</p><p>Cainiao, which means rookie or amateur in Chinese, promises to deliver packages in China within 24 hours and anywhere else in the world in 72 hours, according to its website. It directly operated nine overseas sorting centers and partnered with more than 500 logistics companies globally as of March 2022.</p><p>The Alibaba arm’s revenue, after inter-segment elimination, rose 27% on a year-on-year basis to 16.6 billion yuan ($2.4 billion) for the three months ended Dec. 31, according to a statement last month. Upgrades in consumer logistics services and international fulfillment solutions contributed to the growth.</p><p>Alibaba gained 1.95% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91e88fe07d05a4e4ad09da3e342406d1\" title=\"\" tg-width=\"783\" tg-height=\"629\"/></p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba’s $20 Billion Logistics Arm Gears Up for Hong Kong IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba’s $20 Billion Logistics Arm Gears Up for Hong Kong IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-30/alibaba-s-20-billion-logistics-arm-said-to-gear-up-for-hk-ipo?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CICC, Citi are working with Cainiao on potential share saleA listing could happen as soon as end of 2023, people sayCainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-30/alibaba-s-20-billion-logistics-arm-said-to-gear-up-for-hk-ipo?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-30/alibaba-s-20-billion-logistics-arm-said-to-gear-up-for-hk-ipo?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121093092","content_text":"CICC, Citi are working with Cainiao on potential share saleA listing could happen as soon as end of 2023, people sayCainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for its Hong Kong initial public offering, people familiar with the matter said, paving way to be the first of the Chinese tech firm’s six business units to go public.Banks including China International Capital Corp. and Citigroup Inc. are working with the company to prepare for the first-time share sale, the people said. The firm is targeting a listing as soon as the end of this year, said one of the people, asking not to be identified as the information is private. Cainiao is currently valued at more than $20 billion, the people said.Cainiao hasn’t decided on the IPO size, while the timeline is still subject to changes depending on market conditions, the people said. A representative for Cainiao said the company doesn’t have a clear plan and timeline for an IPO. A representative for Citigroup declined to comment, while a representative for CICC didn’t immediately respond to requests for comment.Alibaba this week unveiled plans to split its $250 billion business into six main units encompassing e-commerce, media and the cloud. Each business will explore fundraising or IPO at an appropriate time. The tech mammoth will consider gradually giving up control of some of its main businesses, Alibaba Chief Executive Officer Daniel Zhang said on a conference call on Thursday, but declined to specify a timeline for any IPOs.Cainiao, which means rookie or amateur in Chinese, promises to deliver packages in China within 24 hours and anywhere else in the world in 72 hours, according to its website. It directly operated nine overseas sorting centers and partnered with more than 500 logistics companies globally as of March 2022.The Alibaba arm’s revenue, after inter-segment elimination, rose 27% on a year-on-year basis to 16.6 billion yuan ($2.4 billion) for the three months ended Dec. 31, according to a statement last month. Upgrades in consumer logistics services and international fulfillment solutions contributed to the growth.Alibaba gained 1.95% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365716347564064,"gmtCreate":1730286892478,"gmtModify":1730286896278,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Good opportunity to accumulate. missing the numbers is not due to non- performance.&nbsp;","listText":"Good opportunity to accumulate. missing the numbers is not due to non- performance.&nbsp;","text":"Good opportunity to accumulate. missing the numbers is not due to non- performance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365716347564064","repostId":"1100174443","repostType":4,"repost":{"id":"1100174443","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":"TH-Reuters","id":"1006801671","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1730285451,"share":"https://ttm.financial/m/news/1100174443?lang=&edition=fundamental","pubTime":"2024-10-30 18:50","market":"us","language":"en","title":"Eli Lilly Misses Third-Quarter Profit Amid Soaring Demand for Weight-Loss Drug","url":"https://stock-news.laohu8.com/highlight/detail?id=1100174443","media":"TH-Reuters","summary":"Oct 30  - Eli Lilly missed Wall Street estimates for third-quarter profit on Wednesday, even as demand for its weight-loss drug soared, hurt by higher manufacturing and acquisition-related costs.The company earned $1.18 per share on an adjusted basis for the quarter ended Sept.30, compared with analysts' average estimate of $1.47, according to LSEG data.","content":"<html><head></head><body><p>Oct 30 (Reuters) - Eli Lilly missed Wall Street estimates for third-quarter profit on Wednesday, even as demand for its weight-loss drug soared, hurt by higher manufacturing and acquisition-related costs.</p><p>The company earned $1.18 per share on an adjusted basis for the quarter ended Sept.30, compared with analysts&#39; average estimate of $1.47, according to LSEG data.</p><p>The shares plunged 10% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f9f79949672815489a6952a8ea54f02\" tg-width=\"538\" tg-height=\"160\"/></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>Eli Lilly Misses Third-Quarter Profit Amid Soaring Demand for Weight-Loss Drug</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\">\nEli Lilly Misses Third-Quarter Profit Amid Soaring Demand for Weight-Loss Drug\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006801671\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TH-Reuters </p>\n<p class=\"h-time\">2024-10-30 18:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Oct 30 (Reuters) - Eli Lilly missed Wall Street estimates for third-quarter profit on Wednesday, even as demand for its weight-loss drug soared, hurt by higher manufacturing and acquisition-related costs.</p><p>The company earned $1.18 per share on an adjusted basis for the quarter ended Sept.30, compared with analysts&#39; average estimate of $1.47, according to LSEG data.</p><p>The shares plunged 10% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f9f79949672815489a6952a8ea54f02\" tg-width=\"538\" tg-height=\"160\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100174443","content_text":"Oct 30 (Reuters) - Eli Lilly missed Wall Street estimates for third-quarter profit on Wednesday, even as demand for its weight-loss drug soared, hurt by higher manufacturing and acquisition-related costs.The company earned $1.18 per share on an adjusted basis for the quarter ended Sept.30, compared with analysts' average estimate of $1.47, according to LSEG data.The shares plunged 10% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293772091371680,"gmtCreate":1712753160575,"gmtModify":1712753165600,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Market should not be so sensitive to&nbsp;this news.. and overreacting!!","listText":"Market should not be so sensitive to&nbsp;this news.. and overreacting!!","text":"Market should not be so sensitive to this news.. and overreacting!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293772091371680","repostId":"1198898814","repostType":2,"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941809163,"gmtCreate":1680091448953,"gmtModify":1680096937927,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Is it good or bad for share holders? Although share is rebounded yesterday, it will sustain only if the changes are good for fundamentals.&nbsp;","listText":"Is it good or bad for share holders? Although share is rebounded yesterday, it will sustain only if the changes are good for fundamentals.&nbsp;","text":"Is it good or bad for share holders? Although share is rebounded yesterday, it will sustain only if the changes are good for fundamentals.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941809163","repostId":"2323652221","repostType":2,"repost":{"id":"2323652221","kind":"highlight","pubTimestamp":1680089794,"share":"https://ttm.financial/m/news/2323652221?lang=&edition=fundamental","pubTime":"2023-03-29 19:36","market":"us","language":"en","title":"For Alibaba, Six Is Bigger Than One -- And a Smaller Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2323652221","media":"The Wall Street Journal","summary":"Six is bigger than one. Simple arithmetic, but that's also the market verdict for Alibaba's plan to ","content":"<html><head></head><body><p>Six is bigger than one. Simple arithmetic, but that&#39;s also the market verdict for Alibaba&#39;s plan to split itself into six units. The market may or may not have it right on the nitty-gritty numbers -- but the political dividend could be just as important.</p><p>Shares of the Chinese e-commerce giant rose 14% in New York on Tuesday, adding $33 billion to its market value. Alibaba said Tuesday that it will restructure the company into six independently run companies -- each with its own CEO and board. Those will include Chinese commerce, global e-commerce, cloud computing, local services, logistics and entertainment. The core Chinese e-commerce business will stay wholly owned by Alibaba but each of the other units could seek their own funding, and maybe eventually conduct initial public offerings.</p><p>The hope is that by separating the businesses into distinct units, the market will find it easier to assign individual value to each of them, especially if some of them go public. Analysts from Goldman Sachs and Morgan Stanley have both said the market is currently valuing Alibaba&#39;s businesses outside its core Chinese e-commerce segment at zero.</p><p>That&#39;s why analysts have taken a &#34;sum-of-the-parts&#34; approach to assess how much the company should be worth after splitting into different pieces. Cloud and global e-commerce are the segments that show the most promise and many analysts think they are the most valuable outside of Alibaba&#39;s core business. Local services like food delivery, on the other hand, are burning cash and may still be for a while. Alibaba is trading at 11 times forward earnings, compared with its five-year average of 22 times, according to S&amp;P Global Market Intelligence.</p><p>But the really crucial question is whether the separation will spur improvements in Alibaba&#39;s actual operations too. Making individual businesses responsible for their own performance -- each of the units will provide their own stock-option plan for employees, for example -- may push some underperforming businesses to cut costs and find new revenue sources.</p><p>Alibaba&#39;s core Chinese commerce business, which accounts for around two-thirds of Alibaba&#39;s revenue, was the only business out of the six to report an operating profit last year. Without the crutch provided by that cash cow, Alibaba&#39;s other businesses will need to fight harder for efficiency and profits. Alibaba&#39;s core e-commerce business, on the other hand, would have more cash to either fight off the competition -- which has been gaining at its expense -- or deliver higher shareholder payouts.</p><p>The split may also help reduce regulatory scrutiny. Alibaba&#39;s shares have lost more than two-thirds of their value since the regulatory crackdown began. Regulators made clear that alleged anticompetitive practices were one major reason for the campaign -- so splitting up the company is a direct nod to those concerns, particularly if some of the noncore businesses are eventually sold.</p><p>From that perspective, the move does look like a win-win. It may or not may not deliver long-term value to shareholders in the form of better operating performance -- that will depend heavily on whether individual units really are ultimately sold off, and on whether they can adapt to a very different political and business milieu, both within China and without, than in the prepandemic era they grew up in.</p><p>But at the very least it may help finally get Beijing off their back and set the stage for further growth in the core e-commerce business, which does look very cheap by historical standards.</p></body></html>","source":"wsj_highlight","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>For Alibaba, Six Is Bigger Than One -- And a Smaller Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFor Alibaba, Six Is Bigger Than One -- And a Smaller Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 19:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/for-alibaba-six-is-bigger-than-oneand-a-smaller-target-e651b82?page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Six is bigger than one. Simple arithmetic, but that's also the market verdict for Alibaba's plan to split itself into six units. The market may or may not have it right on the nitty-gritty numbers -- ...</p>\n\n<a href=\"https://www.wsj.com/articles/for-alibaba-six-is-bigger-than-oneand-a-smaller-target-e651b82?page=1\">Web 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.wsj.com/articles/for-alibaba-six-is-bigger-than-oneand-a-smaller-target-e651b82?page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323652221","content_text":"Six is bigger than one. Simple arithmetic, but that's also the market verdict for Alibaba's plan to split itself into six units. The market may or may not have it right on the nitty-gritty numbers -- but the political dividend could be just as important.Shares of the Chinese e-commerce giant rose 14% in New York on Tuesday, adding $33 billion to its market value. Alibaba said Tuesday that it will restructure the company into six independently run companies -- each with its own CEO and board. Those will include Chinese commerce, global e-commerce, cloud computing, local services, logistics and entertainment. The core Chinese e-commerce business will stay wholly owned by Alibaba but each of the other units could seek their own funding, and maybe eventually conduct initial public offerings.The hope is that by separating the businesses into distinct units, the market will find it easier to assign individual value to each of them, especially if some of them go public. Analysts from Goldman Sachs and Morgan Stanley have both said the market is currently valuing Alibaba's businesses outside its core Chinese e-commerce segment at zero.That's why analysts have taken a \"sum-of-the-parts\" approach to assess how much the company should be worth after splitting into different pieces. Cloud and global e-commerce are the segments that show the most promise and many analysts think they are the most valuable outside of Alibaba's core business. Local services like food delivery, on the other hand, are burning cash and may still be for a while. Alibaba is trading at 11 times forward earnings, compared with its five-year average of 22 times, according to S&P Global Market Intelligence.But the really crucial question is whether the separation will spur improvements in Alibaba's actual operations too. Making individual businesses responsible for their own performance -- each of the units will provide their own stock-option plan for employees, for example -- may push some underperforming businesses to cut costs and find new revenue sources.Alibaba's core Chinese commerce business, which accounts for around two-thirds of Alibaba's revenue, was the only business out of the six to report an operating profit last year. Without the crutch provided by that cash cow, Alibaba's other businesses will need to fight harder for efficiency and profits. Alibaba's core e-commerce business, on the other hand, would have more cash to either fight off the competition -- which has been gaining at its expense -- or deliver higher shareholder payouts.The split may also help reduce regulatory scrutiny. Alibaba's shares have lost more than two-thirds of their value since the regulatory crackdown began. Regulators made clear that alleged anticompetitive practices were one major reason for the campaign -- so splitting up the company is a direct nod to those concerns, particularly if some of the noncore businesses are eventually sold.From that perspective, the move does look like a win-win. It may or not may not deliver long-term value to shareholders in the form of better operating performance -- that will depend heavily on whether individual units really are ultimately sold off, and on whether they can adapt to a very different political and business milieu, both within China and without, than in the prepandemic era they grew up in.But at the very least it may help finally get Beijing off their back and set the stage for further growth in the core e-commerce business, which does look very cheap by historical standards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285280369397984,"gmtCreate":1710654690963,"gmtModify":1710654695446,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Hope it will help the share price to reverse!","listText":"Hope it will help the share price to reverse!","text":"Hope it will help the share price to reverse!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285280369397984","repostId":"2420117233","repostType":4,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267229950701584,"gmtCreate":1706251591624,"gmtModify":1706251597338,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Let's wait for the reversal first.&nbsp;","listText":"Let's wait for the reversal first.&nbsp;","text":"Let's wait for the reversal first.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267229950701584","repostId":"2406248389","repostType":2,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259490059866328,"gmtCreate":1704362429322,"gmtModify":1704362433948,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"Nvidia is still front runner for AI &amp; crypto.. they are into cloud segment too.. their order book Is really outstanding.. just that AMD is trying to catch up &amp; secure some of their market share.&nbsp;","listText":"Nvidia is still front runner for AI &amp; crypto.. they are into cloud segment too.. their order book Is really outstanding.. just that AMD is trying to catch up &amp; secure some of their market share.&nbsp;","text":"Nvidia is still front runner for AI & crypto.. they are into cloud segment too.. their order book Is really outstanding.. just that AMD is trying to catch up & secure some of their market share.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259490059866328","repostId":"2400882529","repostType":2,"repost":{"id":"2400882529","kind":"highlight","pubTimestamp":1704355977,"share":"https://ttm.financial/m/news/2400882529?lang=&edition=fundamental","pubTime":"2024-01-04 16:12","market":"us","language":"en","title":"Analyst Sees 15% Downside Risk for Nvidia Stock As AI Hits \"Trough of Disillusionment\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2400882529","media":"Investing.com","summary":"DA Davidson analysts assert that NVIDIA (NASDAQ: NVDA) plays a crucial role as a leader in accelerated computing, projecting an ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p style=\"text-align: left;\">DA Davidson analysts assert that NVIDIA (NVDA) plays a crucial role as a leader in accelerated computing, projecting an impressive 20% compound annual growth rate (CAGR) from 2022 levels across cycles.</p><p style=\"text-align: left;\">Despite recognizing NVDA&#39;s dominance in various categories, analysts express skepticism about the likelihood of consensus expectations for the out-years materializing.</p><p style=\"text-align: left;\">They anticipate a reversion to the trend line within the next 2-6 quarters, citing vulnerability for NVDA as the hype around artificial intelligence (AI) approaches the &#34;trough of disillusionment.&#34;</p><p style=\"text-align: left;\">“While we continue to believe that generative AI is the most important transformative technology since the Internet, we do not expect the same level of investment we saw in 2023 continuing beyond 2024,” analysts said in a note.</p><p style=\"text-align: left;\">As a result, analysts initiated new research coverage on Nvidia (NASDAQ:NVDA) stock at Neutral with a price target of $410 per share, which implies a downside risk of 15% based on Tuesday’s closing price.</p><p style=\"text-align: left;\">“Our $410 price target is based on a 35x multiple on the $7.29 of CY24 EPS for the core company and $155 for the sandbox revenue still coming to NVDA over the next 4-6 quarters. We believe the value of this sandbox could drop considerably once NVDA growth rolls over,” analysts explained.</p><p style=\"text-align: left;\">Nvidia stock closed 2.7% lower on the first trading day in 2024 and is down a further 1.2% on Wednesday.</p></body></html>","source":"investingArticles_highlight","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>Analyst Sees 15% Downside Risk for Nvidia Stock As AI Hits \"Trough of Disillusionment\"</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\">\nAnalyst Sees 15% Downside Risk for Nvidia Stock As AI Hits \"Trough of Disillusionment\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-04 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/analyst-sees-15-downside-risk-for-nvidia-stock-as-ai-hits-trough-of-disillusionment-3266092><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DA Davidson analysts assert that NVIDIA (NVDA) plays a crucial role as a leader in accelerated computing, projecting an impressive 20% compound annual growth rate (CAGR) from 2022 levels across cycles...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/analyst-sees-15-downside-risk-for-nvidia-stock-as-ai-hits-trough-of-disillusionment-3266092\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4529":"IDC概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4592":"伊斯兰概念","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4587":"ChatGPT概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4527":"明星科技股","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4579":"人工智能","NVDA":"英伟达","BK4588":"碎股","BK4550":"红杉资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"https://www.investing.com/news/stock-market-news/analyst-sees-15-downside-risk-for-nvidia-stock-as-ai-hits-trough-of-disillusionment-3266092","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2400882529","content_text":"DA Davidson analysts assert that NVIDIA (NVDA) plays a crucial role as a leader in accelerated computing, projecting an impressive 20% compound annual growth rate (CAGR) from 2022 levels across cycles.Despite recognizing NVDA's dominance in various categories, analysts express skepticism about the likelihood of consensus expectations for the out-years materializing.They anticipate a reversion to the trend line within the next 2-6 quarters, citing vulnerability for NVDA as the hype around artificial intelligence (AI) approaches the \"trough of disillusionment.\"“While we continue to believe that generative AI is the most important transformative technology since the Internet, we do not expect the same level of investment we saw in 2023 continuing beyond 2024,” analysts said in a note.As a result, analysts initiated new research coverage on Nvidia (NASDAQ:NVDA) stock at Neutral with a price target of $410 per share, which implies a downside risk of 15% based on Tuesday’s closing price.“Our $410 price target is based on a 35x multiple on the $7.29 of CY24 EPS for the core company and $155 for the sandbox revenue still coming to NVDA over the next 4-6 quarters. We believe the value of this sandbox could drop considerably once NVDA growth rolls over,” analysts explained.Nvidia stock closed 2.7% lower on the first trading day in 2024 and is down a further 1.2% on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":240626957217888,"gmtCreate":1699765778526,"gmtModify":1699765781361,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>any dip is absolutely an oppertunity to buy &amp; sit tight. Cybertruck &amp; AI revenue on the store&nbsp;soon..","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>any dip is absolutely an oppertunity to buy &amp; sit tight. Cybertruck &amp; AI revenue on the store&nbsp;soon..","text":"$Tesla Motors(TSLA)$ any dip is absolutely an oppertunity to buy & sit tight. Cybertruck & AI revenue on the store soon..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/240626957217888","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197663668740232,"gmtCreate":1689292145340,"gmtModify":1689292148712,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"After the downgrade by analyst, stock soared more than 20%..&nbsp;","listText":"After the downgrade by analyst, stock soared more than 20%..&nbsp;","text":"After the downgrade by analyst, stock soared more than 20%..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197663668740232","repostId":"1128990877","repostType":4,"repost":{"id":"1128990877","kind":"news","pubTimestamp":1689249668,"share":"https://ttm.financial/m/news/1128990877?lang=&edition=fundamental","pubTime":"2023-07-13 20:01","market":"us","language":"en","title":"Coinbase Global Stock Cut to Underweight on Barclays Amid Weak Volume","url":"https://stock-news.laohu8.com/highlight/detail?id=1128990877","media":"Seeking Alpha","summary":"Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed","content":"<html><head></head><body><p>Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed and regulatory pressures cloud its outlook.</p><p style=\"text-align: left;\">The downgrade comes a day after Atlantic Equities cut its rating on the cryptocurrency exchange to Neutral after the stock surged 60% from recent lows.</p><p style=\"text-align: left;\">Coinbase (COIN) shares dropped 1.34% in Thursday premarket trading.</p><p style=\"text-align: left;\">&#34;While we continue to believe Coinbase (COIN) is a likely longer-term winner in the broader crypto ecosystem, fundamentals remain challenged, and recent relief from price actions, increasing rates, and cost rationalization likely have little further to run,&#34; Barclays analyst Benjamin Budish wrote in a note to clients.</p><p style=\"text-align: left;\">He noted that Q2 volumes were down 36% from Q1 and July metrics are trading worse M/M and that &#34;regulatory overhang is likely to last for some time.&#34; In addition, competition could be ramping up as some TradFi-backed exchanges and others step into the sector.</p><p style=\"text-align: left;\">The downgrade came after Coinbase (COIN) shares climbed after the announcement of a BlackRock (BLK)-sponsored spot bitcoin ETF, for which Coinbase is expected to be the custodian and prime broker. &#34;We do not think this accurately reflects the potential eventual P&amp;L impact that could accrue to Coinbase,&#34; said Budish, adding that he thinks the rally was overdone.</p><p style=\"text-align: left;\">With the downgrade, his view on Coinbase (COIN) is more bearish than the SA Quant rating, average SA Analyst rating, and average Wall Street rating, all at Hold.</p></body></html>","source":"seekingalpha","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>Coinbase Global Stock Cut to Underweight on Barclays Amid Weak Volume</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\">\nCoinbase Global Stock Cut to Underweight on Barclays Amid Weak Volume\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-13 20:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3987334-coinbase-global-stock-cut-to-underweight-on-barclays-amid-weak-volume><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed...</p>\n\n<a href=\"https://seekingalpha.com/news/3987334-coinbase-global-stock-cut-to-underweight-on-barclays-amid-weak-volume\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://seekingalpha.com/news/3987334-coinbase-global-stock-cut-to-underweight-on-barclays-amid-weak-volume","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128990877","content_text":"Barclays downgraded Coinbase Global (NASDAQ: COIN) to Underweight from Equal Weight following a recent runup in shares. At the same time, trading volumes and USCoin (USDC-USD) market cap are depressed and regulatory pressures cloud its outlook.The downgrade comes a day after Atlantic Equities cut its rating on the cryptocurrency exchange to Neutral after the stock surged 60% from recent lows.Coinbase (COIN) shares dropped 1.34% in Thursday premarket trading.\"While we continue to believe Coinbase (COIN) is a likely longer-term winner in the broader crypto ecosystem, fundamentals remain challenged, and recent relief from price actions, increasing rates, and cost rationalization likely have little further to run,\" Barclays analyst Benjamin Budish wrote in a note to clients.He noted that Q2 volumes were down 36% from Q1 and July metrics are trading worse M/M and that \"regulatory overhang is likely to last for some time.\" In addition, competition could be ramping up as some TradFi-backed exchanges and others step into the sector.The downgrade came after Coinbase (COIN) shares climbed after the announcement of a BlackRock (BLK)-sponsored spot bitcoin ETF, for which Coinbase is expected to be the custodian and prime broker. \"We do not think this accurately reflects the potential eventual P&L impact that could accrue to Coinbase,\" said Budish, adding that he thinks the rally was overdone.With the downgrade, his view on Coinbase (COIN) is more bearish than the SA Quant rating, average SA Analyst rating, and average Wall Street rating, all at Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941350483,"gmtCreate":1679999692243,"gmtModify":1680000087995,"author":{"id":"4128923481696492","authorId":"4128923481696492","name":"Mr Bull","avatar":"https://community-static.tradeup.com/news/b479a776ac6b637ec22ebd8548a46164","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4128923481696492","authorIdStr":"4128923481696492"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941350483","repostId":"2322599427","repostType":2,"repost":{"id":"2322599427","kind":"highlight","pubTimestamp":1679996350,"share":"https://ttm.financial/m/news/2322599427?lang=&edition=fundamental","pubTime":"2023-03-28 17:39","market":"us","language":"en","title":"Is AMD Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322599427","media":"Motley Fool","summary":"AMD's varied clientele grants it powerful positions in multiple lucrative industries.","content":"<html><head></head><body><p>Last year, the PC market suffered a downturn triggered by steep rises in inflation. This led industry leaders like <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> to experience a stock tumble of 55% in 2022.</p><p>Global PC shipments sunk 28.5% in the fourth quarter of 2022 and 16.2% for the year, according to research from <b>Gartner</b>. Consumers also pulled back on purchasing PC components such as graphics processing units (GPUs), with worldwide shipments of the devices plunging 42% last year.</p><p>However, AMD has enjoyed a strong recovery in 2023, with its shares up 52% year to date. AMD has been the focus of many headlines in recent months, thanks to its data center growth and potential in artificial intelligence (AI). As a result, you might be wondering if now is the time to buy AMD stock. Let&#39;s assess.</p><h2>AMD has a history of impressive growth</h2><p>AMD shares have soared 842% in the last five years and over 3,700% in the last decade. Meanwhile, the company&#39;s annual revenue has increased by 264% to $23.6 billion since 2019, with operating income rising 180% to $1.3 billion. The tech-giant&#39;s vast development has come as its hardware has swiftly grown in demand, largely driven by the rise of people building custom PCs for activities like gaming and video editing.</p><p>The launch of AMD&#39;s Ryzen series of consumer processors (CPUs) in 2017 put the company on the map and has helped it steadily steal market share from <b>Intel</b>. Since AMD released its line of Ryzen CPUs in the first quarter of 2017, the company&#39;s market share has grown from 18.1% to 35.2% in Q4 2022. In the same period, Intel&#39;s market share has fallen from 81.9% to 62.8%.</p><p>In addition to success in consumer products, AMD has grown its semi-custom business, providing processing and graphics power through its system on a chip (SoC) for other tech-companies&#39; devices. For instance, AMD held an 83% market share in game console processors in Q2 2022, thanks to it exclusively supplying its SoCs to <b>Sony</b>&#39;s PlayStation 5 and <b>Microsoft</b>&#39;s Xbox Series X|S.</p><h2>A long list of lucrative partnerships</h2><p>AMD stumbled in 2022 amid PC market headwinds. However, its immense success in the industry has given it the power and resources to expand its business to less consumer-reliant areas of tech through partnerships with other companies.</p><p>Alongside collaborations with Sony and Microsoft in console gaming, AMD has powered multiple virtual reality (VR) headsets with its custom chips. The company has supplied its chips to the <b>Meta</b> Quest line of headsets, <b>HTC</b>&#39;s Vive, and Microsoft&#39;s Windows Mixed Reality.</p><p>According to Grand View Research, the VR market was valued at $22 billion in 2021 and is projected to expand at a compound annual growth rate of 15% through 2030. Meanwhile, <b>Apple</b> is expected to launch its first mixed-reality headset in 2023, which will likely ramp up competition and demand for AMD&#39;s chips.</p><p>Moreover, AMD sees increasing success in data centers. In fiscal 2022, its data center segment reported a revenue rise of 64% year over year to $6 billion, with operating income climbing 86% to $1.8 billion. The company launched its Genoa series data center chips in November 2022, beating Intel&#39;s competing Sapphire Rappids chips, which experienced two years of delays and was eventually released in January 2023. Benchmarks also revealed the Genoa server chips outperformed Intel&#39;s versions in &#34;general purpose workloads,&#34; according to Bernstein analyst Stacy Rasgon.</p><p>With cloud leaders such as <b>Microsoft</b>&#39;s Azure, <b>Alphabet</b>&#39;s Google, and <b>Oracle </b>signed on as clients for AMD&#39;s Genoa chips, the potential is high for the company to continue catching Intel.</p><p>AMD has steadily grown its list of tech partnerships over the years, allowing it to expand its position in several lucrative industries such as gaming, VR, and data centers. In addition, the rise of artificial intelligence will likely see more companies turn to AMD for its GPUs, which are needed to run and develop AI software.</p><p>As these markets develop, the company could see substantial gains over the long term. Alongside a history of stellar growth, AMD&#39;s stock is a screaming buy right now.</p></body></html>","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>Is AMD Stock a Buy?</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\">\nIs AMD Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/27/is-amd-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year, the PC market suffered a downturn triggered by steep rises in inflation. This led industry leaders like Advanced Micro Devices  to experience a stock tumble of 55% in 2022.Global PC ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/27/is-amd-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2023/03/27/is-amd-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322599427","content_text":"Last year, the PC market suffered a downturn triggered by steep rises in inflation. This led industry leaders like Advanced Micro Devices  to experience a stock tumble of 55% in 2022.Global PC shipments sunk 28.5% in the fourth quarter of 2022 and 16.2% for the year, according to research from Gartner. Consumers also pulled back on purchasing PC components such as graphics processing units (GPUs), with worldwide shipments of the devices plunging 42% last year.However, AMD has enjoyed a strong recovery in 2023, with its shares up 52% year to date. AMD has been the focus of many headlines in recent months, thanks to its data center growth and potential in artificial intelligence (AI). As a result, you might be wondering if now is the time to buy AMD stock. Let's assess.AMD has a history of impressive growthAMD shares have soared 842% in the last five years and over 3,700% in the last decade. Meanwhile, the company's annual revenue has increased by 264% to $23.6 billion since 2019, with operating income rising 180% to $1.3 billion. The tech-giant's vast development has come as its hardware has swiftly grown in demand, largely driven by the rise of people building custom PCs for activities like gaming and video editing.The launch of AMD's Ryzen series of consumer processors (CPUs) in 2017 put the company on the map and has helped it steadily steal market share from Intel. Since AMD released its line of Ryzen CPUs in the first quarter of 2017, the company's market share has grown from 18.1% to 35.2% in Q4 2022. In the same period, Intel's market share has fallen from 81.9% to 62.8%.In addition to success in consumer products, AMD has grown its semi-custom business, providing processing and graphics power through its system on a chip (SoC) for other tech-companies' devices. For instance, AMD held an 83% market share in game console processors in Q2 2022, thanks to it exclusively supplying its SoCs to Sony's PlayStation 5 and Microsoft's Xbox Series X|S.A long list of lucrative partnershipsAMD stumbled in 2022 amid PC market headwinds. However, its immense success in the industry has given it the power and resources to expand its business to less consumer-reliant areas of tech through partnerships with other companies.Alongside collaborations with Sony and Microsoft in console gaming, AMD has powered multiple virtual reality (VR) headsets with its custom chips. The company has supplied its chips to the Meta Quest line of headsets, HTC's Vive, and Microsoft's Windows Mixed Reality.According to Grand View Research, the VR market was valued at $22 billion in 2021 and is projected to expand at a compound annual growth rate of 15% through 2030. Meanwhile, Apple is expected to launch its first mixed-reality headset in 2023, which will likely ramp up competition and demand for AMD's chips.Moreover, AMD sees increasing success in data centers. In fiscal 2022, its data center segment reported a revenue rise of 64% year over year to $6 billion, with operating income climbing 86% to $1.8 billion. The company launched its Genoa series data center chips in November 2022, beating Intel's competing Sapphire Rappids chips, which experienced two years of delays and was eventually released in January 2023. Benchmarks also revealed the Genoa server chips outperformed Intel's versions in \"general purpose workloads,\" according to Bernstein analyst Stacy Rasgon.With cloud leaders such as Microsoft's Azure, Alphabet's Google, and Oracle signed on as clients for AMD's Genoa chips, the potential is high for the company to continue catching Intel.AMD has steadily grown its list of tech partnerships over the years, allowing it to expand its position in several lucrative industries such as gaming, VR, and data centers. In addition, the rise of artificial intelligence will likely see more companies turn to AMD for its GPUs, which are needed to run and develop AI software.As these markets develop, the company could see substantial gains over the long term. Alongside a history of stellar growth, AMD's stock is a screaming buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}