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Bull_Lion

Bull_Lion

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2021-10-29

These are a bit worrying:The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior.And expenses expected to rise a fair bit too.

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2021-06-04

Not buy nor sell = do nothing. Lousy article 😀

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2021-08-23

TSM all the way ✈️

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

2021-05-18

Anyone picking up some AT&T or Discovery?!

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2021-08-11

Apple is still Apple. Don’t tell me Apple users are suddenly going to buy a Samsung or Xiaomi…

Here Comes The iPhone 13: One Reason Why It May Be A Success

2021-08-15

AMD is good but don’t forget TSMC and MU

AMD, Intel, And Nvidia: Which Is The Best Chip Stock?

2021-06-05

Time to move on to other meme stocks

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2021-11-05

Damn, looks like $Workhorse(WKHS)$is gonna be in hot soup. Thinking of cutting my losses

Electric-Van Maker Workhorse Is Being Investigated by the Justice Department, Documents Show

2021-08-06

Check out NAKD’s financials before you decide to buy 😀

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2021-08-04

Why are there so many asking for likes and comments?! 🤣🤣

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2021-08-01

We all know to wait for the correction but question is timing - are we able to buy near the low 😅

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2021-06-24

Volume…we need volume. Let’s all Start buying 😂

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2021-12-13

Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. Wow!!!

Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.

2021-12-08

Not happy that private placement was priced so low

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2021-10-20

Let’s keep this momentum going 💪🏼 even $ContextLogic Inc.(WISH)$is finally moving

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2021-09-22

Did anyone see how crazy $ReWalk Robotics(RWLK)$was yesterday?

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2021-07-31

Agree with the last advice - hold for long term. How much can Boston Beer innovate other than selling craft beer?! 🤥

You can beat stock market indexes — this fund manager has, and this is how she and her team did it

2021-07-31

Stocks expected to move sideways - Sell covered Calls

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2021-06-05

Buy 🍎 now people

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2021-05-17

Musk is manipulating the Bitcoin market?!

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technology to manage their “on-demand” audio.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781188-spotify-buys-australia-based-podcast-technology-platform-whooshkaa\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A."},"source_url":"https://seekingalpha.com/news/3781188-spotify-buys-australia-based-podcast-technology-platform-whooshkaa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176083085","content_text":"The former CEO of Australia’s Macquarie Radio Network, Rob Loewenthal, built the Whooshkaa platform to serve podcasters and audio creators with technology to manage their “on-demand” audio.\nThe commercial terms were not disclosed.\nWith Whooshkaa, Spotify gains a specialized technology that allows radio broadcasters to turn their existing audio content into on-demand podcast programming easily.\nIn November 2020, 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😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699619685","repostId":"1116116501","repostType":4,"repost":{"id":"1116116501","kind":"news","pubTimestamp":1639745427,"share":"https://www.laohu8.com/m/news/1116116501?lang=&edition=full","pubTime":"2021-12-17 20:50","market":"us","language":"en","title":"5 Stocks Insiders Are Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1116116501","media":"Benzinga","summary":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view t","content":"<div>\n<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/12/24666623/5-stocks-insiders-are-selling\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks Insiders Are Selling</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\">\n5 Stocks Insiders Are Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/12/24666623/5-stocks-insiders-are-selling><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/12/24666623/5-stocks-insiders-are-selling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARVN":"Arvinas Holding Company LLC","HPE":"慧与科技","LZ":"LegalZoom.com, Inc","AEE":"阿曼瑞恩","MRVL":"迈威尔科技"},"source_url":"https://www.benzinga.com/news/21/12/24666623/5-stocks-insiders-are-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116116501","content_text":"When insiders sell shares, it indicates their concern in the company’s prospects or that they view the stock as being overpriced. Either way, this signals an opportunity to go short on the stock. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.\nBelow is a look at a few recent notable insider sales.\nLegalZoom.com\n\nThe Trade:LegalZoom.com, Inc. Chief Financial Officer Bertram Noel Watson disposed a total of 69466 shares at an average price of $15.65. The insider received $1,087,351.30 as a result of the transaction.\nWhat’s Happening:Morgan Stanley maintained LegalZoom.com with an Equal-Weight and lowered the price target from $28 to $19.\nWhat LegalZoom.com Does:LegalZoom.com Inc is an online provider of services that meet the legal needs of small businesses and consumers in the United States\n\nArvinas\n\nThe Trade:Arvinas, Inc. Director Liam Ratcliffe sold a total of 355705 shares at an average price of $67.00. The insider received $23,833,380.68 from selling those shares.\nWhat’s Happening:Arvinas and Pfizer recently posted updated data from Phase 1 dose-escalation trial of ARV-471 for locally advanced or metastatic ER-positive/human epidermal growth factor receptor 2 (HER2)-negative breast cancer (ER+/HER2-).\nWhat Arvinas Does:Arvinas Inc is a United States-based private biopharmaceutical company focused on developing first-in-class protein degradation therapeutics for cancers and other difficult-to-treat diseases.\n\nMarvell Technology\n\nThe Trade:Marvell Technology, Inc. CEO and President Matthew Murphy sold a total of 30000 shares at an average price of $85.98. The insider received $2,579,400.00 as a result of the transaction.\nWhat’s Happening:Marvell recently introduced industry's first 50G PAM4 DSP chipset for next generation 5G RAN optical fronthaul.\nWhat Marvell Technology Does:Marvell Technology is a leading fabless chipmaker focused on networking and storage applications. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical interconnections, application-specific integrated circuits (ASICs), and merchant silicon for Ethernet applications.\n\nHewlett Packard Enterprise\n\nThe Trade:Hewlett Packard Enterprise Company SVP & GM, HPC & AI Business Group Justin Hotard sold a total of 40012 shares at an average price of $14.55. The insider received $582,174.60 from selling those shares.\nWhat’s Happening:Hewlett Packard Enterprise recently reported worse-than-expected Q4 sales results.\nWhat Hewlett Packard Enterprise Does:Hewlett Packard Enterprise is a supplier of IT infrastructure products and services. The company operates as three major segments.\n\nAmeren\n\nThe Trade:Ameren Corporation Chairman, President and CEO Warner L Baxtersold a total of 68300 shares at an average price of $87.31. The insider received $4,976,670.00 from selling those shares.\nWhat’s Happening:BMO Capital recently maintained Ameren with an Outperform and raised the price target from $85 to $95.\nWhat Ameren Does:Ameren owns rate-regulated generation, transmission, and distribution networks that deliver electricity and natural gas in Missouri and Illinois. It serves nearly 2.5 million electricity customers and roughly 1.0 million natural gas customers.","news_type":1,"symbols_score_info":{"AEE":0.9,"ARVN":0.9,"HPE":0.9,"LZ":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699610387,"gmtCreate":1639790676692,"gmtModify":1639792650217,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"I would say stick to the stocks we know and don’t get caught up too much with the metaverse hype. The journey is long and windy…possibly hilly too with ups and downs","listText":"I would say stick to the stocks we know and don’t get caught up too much with the metaverse hype. The journey is long and windy…possibly hilly too with ups and downs","text":"I would say stick to the stocks we know and don’t get caught up too much with the metaverse hype. The journey is long and windy…possibly hilly too with ups and downs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699610387","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690469395,"gmtCreate":1639702174400,"gmtModify":1639702175254,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"The headline is trying to scare investors and yet the comments are mostly about people picking up more growth stocks - Bulls win!!&nbsp;😂💪🏼","listText":"The headline is trying to scare investors and yet the comments are mostly about people picking up more growth stocks - Bulls win!!&nbsp;😂💪🏼","text":"The headline is trying to scare investors and yet the comments are mostly about people picking up more growth stocks - Bulls win!! 😂💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690469395","repostId":"2192920942","repostType":4,"isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690414422,"gmtCreate":1639701186373,"gmtModify":1639701187157,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Good for you but I won’t be joining you&nbsp;","listText":"Good for you but I won’t be joining you&nbsp;","text":"Good for you but I won’t be joining you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690414422","repostId":"1160804320","repostType":4,"repost":{"id":"1160804320","kind":"news","pubTimestamp":1639698960,"share":"https://www.laohu8.com/m/news/1160804320?lang=&edition=full","pubTime":"2021-12-17 07:56","market":"us","language":"en","title":"SoFi Stock: The More It Falls, The More I Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1160804320","media":"seekingalpha","summary":"Summary\n\nThe great financial crisis catalysed a large shift in the consumption of financial products","content":"<p>Summary</p>\n<ul>\n <li>The great financial crisis catalysed a large shift in the consumption of financial products away from traditional firms.</li>\n <li>Firms like SoFi stand to benefit from this as growing consumer adoption of digital financial products is a tailwind that will play out over the next decade.</li>\n <li>SoFi's has differentiated itself and claimed a stake in this future by building a platform that serves the needs of its customers.</li>\n <li>Flying shopping cart with shopping bags on a pink background</li>\n</ul>\n<p></p>\n<p>Buying the dip can fast become mired in even more capital destruction when a stock keeps on dipping. The ominous warning to not try to catch a falling knife holds true here as the bottom can only ever be truly known in retrospect. To be clear here, I think SoFi (NASDAQ:SOFI) is going to keep on dipping. This will be on the back of an absence of a catalyst and as this torrid year fully plays out. As mentioned in my previous article, this weakness is due to the amalgamation of a number of factors that will likely persist for a while.</p>\n<p></p>\n<p>For the sake of transparency, I aim to control at least 2,500 shares going into 2022. This will be up from 1,000 currently and will hopefully be at a cost average lower than $15 but currently sits higher at $15.78. Hence, the title. The more SoFi falls the more I buy. Critically, this allows me to accumulate more shares at a lower cost average in a company included in the apex of the world's largest economy's shift to digital financial services. The opportunity is truly being underrated by the market.</p>\n<p></p>\n<p>The 2008 global financial crisis was a watershed moment in Western banking as too big to fail banks failed and trust in the traditional financial orthodoxy was broken. For a new generation of people growing up in the period after the largest economic collapse in a generation, there had to be alternatives. And while this is now in the rearview, the GFC birthed fintech firms like SoFi who have positioned themselves to ride the wave of growing consumer adoption of fintech.</p>\n<p></p>\n<p><b>SoFi Versus The Great Unbundling Of Financial Services</b></p>\n<p>American consumers currently face intensely siloed choices for financial products. This means that there is a dependency on a plethora of different app and companies for financial products ranging from loans and credit cards to insurance, wealth management, and savings.</p>\n<p></p>\n<p>It's understandable as these all have material TAMs worth north of $2 trillion annually. A sobering fact that has understandably allowed an endless amount of VC money to flow into new firms promising to disrupt a specific stratum of the broader financial services economy.</p>\n<p></p>\n<p>SoFi differs from this zeitgeist as it aims to build a singular platform in a strong attempt to serve all the financial needs of its members. The stakes could not be higher. This is a land grab with the winners standing to take most of the value. When fintech eventually matures, what's left standing will be the companies with intense scale and most of the consumers. In this sense, SoFi's strategy to build a super-platform to bundle disparate financial products simultaneously exposes them to multi-hundred billion dollar TAMs which aggregate to create immense downstream revenue.</p>\n<p></p>\n<p>This has meant the company guiding for a 43% 5-year compound annual growth from fiscal 2020. SoFi expects 2025 revenue of no less than $3.67 billion, with the most dramatic growth coming from its financial products and Galileo. While it is hard to forecast future market sentiment, an 8x to 12x price to sales multiple as at the end of 2025 would not be beyond the realms of prudence and would see the company's market cap trade up significantly from its current value of $12.11 billion.</p>\n<p></p>\n<p><b>Looking Forward To 2022</b></p>\n<p>The continually extended student loan moratorium which paused federal student loan payments and temporarily set the federal student loan interest rate to 0% is set to expire on January 31, 2022. While another extension was ruled out, this was before the emergence of the Omicron variant. Hence, there is a risk that this date is pushed back yet again as the White House is currently being pressured to take such an action due to the economic uncertainty posed. This is a salient risk that shareholders need to be aware of as it would represent a potent reduction of a huge driver of upside for the next year.</p>\n<p></p>\n<p><b>Buying The Dip As This Volatility Is Likely The Price Of Longer-Term Alpha</b></p>\n<p>2021 has not been a great year for growth investors as dip-buying throughout the year failed to pay off with a selloff that worsened in November. The number of times I bought the dip this year across a number of growth stocks only to see it dip further felt comical at some points.</p>\n<p></p>\n<p></p>\n<p>However, I understand that this volatility is the price of potential alpha and nothing good goes up in a straight line. While I don't think there will be an immediate respite going into 2022, SoFi is one to hold for years, not months. For fundamentally driven investors, any further dips would likely be welcome.</p>","source":"lsy1638401102509","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>SoFi Stock: The More It Falls, The More I 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\">\nSoFi Stock: The More It Falls, The More I Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4474890-sofi-technologies-the-more-it-falls-the-more-i-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe great financial crisis catalysed a large shift in the consumption of financial products away from traditional firms.\nFirms like SoFi stand to benefit from this as growing consumer ...</p>\n\n<a href=\"https://seekingalpha.com/article/4474890-sofi-technologies-the-more-it-falls-the-more-i-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://seekingalpha.com/article/4474890-sofi-technologies-the-more-it-falls-the-more-i-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160804320","content_text":"Summary\n\nThe great financial crisis catalysed a large shift in the consumption of financial products away from traditional firms.\nFirms like SoFi stand to benefit from this as growing consumer adoption of digital financial products is a tailwind that will play out over the next decade.\nSoFi's has differentiated itself and claimed a stake in this future by building a platform that serves the needs of its customers.\nFlying shopping cart with shopping bags on a pink background\n\n\nBuying the dip can fast become mired in even more capital destruction when a stock keeps on dipping. The ominous warning to not try to catch a falling knife holds true here as the bottom can only ever be truly known in retrospect. To be clear here, I think SoFi (NASDAQ:SOFI) is going to keep on dipping. This will be on the back of an absence of a catalyst and as this torrid year fully plays out. As mentioned in my previous article, this weakness is due to the amalgamation of a number of factors that will likely persist for a while.\n\nFor the sake of transparency, I aim to control at least 2,500 shares going into 2022. This will be up from 1,000 currently and will hopefully be at a cost average lower than $15 but currently sits higher at $15.78. Hence, the title. The more SoFi falls the more I buy. Critically, this allows me to accumulate more shares at a lower cost average in a company included in the apex of the world's largest economy's shift to digital financial services. The opportunity is truly being underrated by the market.\n\nThe 2008 global financial crisis was a watershed moment in Western banking as too big to fail banks failed and trust in the traditional financial orthodoxy was broken. For a new generation of people growing up in the period after the largest economic collapse in a generation, there had to be alternatives. And while this is now in the rearview, the GFC birthed fintech firms like SoFi who have positioned themselves to ride the wave of growing consumer adoption of fintech.\n\nSoFi Versus The Great Unbundling Of Financial Services\nAmerican consumers currently face intensely siloed choices for financial products. This means that there is a dependency on a plethora of different app and companies for financial products ranging from loans and credit cards to insurance, wealth management, and savings.\n\nIt's understandable as these all have material TAMs worth north of $2 trillion annually. A sobering fact that has understandably allowed an endless amount of VC money to flow into new firms promising to disrupt a specific stratum of the broader financial services economy.\n\nSoFi differs from this zeitgeist as it aims to build a singular platform in a strong attempt to serve all the financial needs of its members. The stakes could not be higher. This is a land grab with the winners standing to take most of the value. When fintech eventually matures, what's left standing will be the companies with intense scale and most of the consumers. In this sense, SoFi's strategy to build a super-platform to bundle disparate financial products simultaneously exposes them to multi-hundred billion dollar TAMs which aggregate to create immense downstream revenue.\n\nThis has meant the company guiding for a 43% 5-year compound annual growth from fiscal 2020. SoFi expects 2025 revenue of no less than $3.67 billion, with the most dramatic growth coming from its financial products and Galileo. While it is hard to forecast future market sentiment, an 8x to 12x price to sales multiple as at the end of 2025 would not be beyond the realms of prudence and would see the company's market cap trade up significantly from its current value of $12.11 billion.\n\nLooking Forward To 2022\nThe continually extended student loan moratorium which paused federal student loan payments and temporarily set the federal student loan interest rate to 0% is set to expire on January 31, 2022. While another extension was ruled out, this was before the emergence of the Omicron variant. Hence, there is a risk that this date is pushed back yet again as the White House is currently being pressured to take such an action due to the economic uncertainty posed. This is a salient risk that shareholders need to be aware of as it would represent a potent reduction of a huge driver of upside for the next year.\n\nBuying The Dip As This Volatility Is Likely The Price Of Longer-Term Alpha\n2021 has not been a great year for growth investors as dip-buying throughout the year failed to pay off with a selloff that worsened in November. The number of times I bought the dip this year across a number of growth stocks only to see it dip further felt comical at some points.\n\n\nHowever, I understand that this volatility is the price of potential alpha and nothing good goes up in a straight line. While I don't think there will be an immediate respite going into 2022, SoFi is one to hold for years, not months. For fundamentally driven investors, any further dips would likely be welcome.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690094004,"gmtCreate":1639612087707,"gmtModify":1639612088485,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Seems like one major uncertainty is removed. The path forward for a Santa Claus rally should be clear. Let’s go, reindeers! Let us all have a Merry Merry Christmas 🎄&nbsp;","listText":"Seems like one major uncertainty is removed. The path forward for a Santa Claus rally should be clear. Let’s go, reindeers! Let us all have a Merry Merry Christmas 🎄&nbsp;","text":"Seems like one major uncertainty is removed. The path forward for a Santa Claus rally should be clear. Let’s go, reindeers! Let us all have a Merry Merry Christmas 🎄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690094004","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607227876,"gmtCreate":1639550680511,"gmtModify":1639550681286,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"What else can those of us who have iPhone, iPad, Mac, AirPods etc do?! Gotta buy the Apple VR headset too 😂","listText":"What else can those of us who have iPhone, iPad, Mac, AirPods etc do?! Gotta buy the Apple VR headset too 😂","text":"What else can those of us who have iPhone, iPad, Mac, AirPods etc do?! Gotta buy the Apple VR headset too 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607227876","repostId":"2191995516","repostType":2,"isVote":1,"tweetType":1,"viewCount":2993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607992221,"gmtCreate":1639469502457,"gmtModify":1639471628189,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.That could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.Can someone explain in layman’s terms how Fed not buying Treasury bonds impacts households? Impact on businesses I can understand but most households can’t afford the minimum $200k investmentin bonds. And even when household a","listText":"Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.That could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.Can someone explain in layman’s terms how Fed not buying Treasury bonds impacts households? Impact on businesses I can understand but most households can’t afford the minimum $200k investmentin bonds. And even when household a","text":"Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.That could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.Can someone explain in layman’s terms how Fed not buying Treasury bonds impacts households? Impact on businesses I can understand but most households can’t afford the minimum $200k investmentin bonds. And even when household a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607992221","repostId":"1186687745","repostType":2,"repost":{"id":"1186687745","kind":"news","pubTimestamp":1639445704,"share":"https://www.laohu8.com/m/news/1186687745?lang=&edition=full","pubTime":"2021-12-14 09:35","market":"us","language":"en","title":"Why Stocks' Next Rally Could Be Coming Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1186687745","media":"Barrons","summary":"Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve i","content":"<p>Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve is removing support from markets and the economy. History tells us that a sustained rally will likely begin soon.</p>\n<p>As of Dec. 1, the&nbsp;S&amp;P 500&nbsp;had fallen 4.1% from the record high it reached on Nov. 18, only to rebound 4.4% to a new closing high of 4712.02 on Friday. Monday, it&nbsp;slipped back, with a loss of 0.9%.</p>\n<p>The volatility centers on the Fed’s effort to fight inflation by moving away from the aggressive efforts to bolster growth it put in place as the pandemic ravaged the economy in 2020. Not only is the central bank already reducing its monthly bond purchases by tens of billions of dollars a month, but Chairman Jerome Powell recently indicated even more cuts are on the way. Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.</p>\n<p>That could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.</p>\n<p>But it is increasingly looking like the stock market has already factored in those moves. “The market began to discount eventual Fed tightening once supply chain effects became clearer this past spring, and as inflation compares began to accelerate,” Scott Chronert, global head of exchange-traded fund research at Citigroup, wrote in a research note Friday. “Selling the uncertainty ahead of a hawkish Fed change can often lead to buying on the alleviation of that uncertainty.”</p>\n<p>Buying activity will probably pick up within the next few months, given the market’s behavior in the past four cycles of interest-rate increases. Gains in the S&amp;P 500 from a year before an initial rate boost to six months afterward have averaged almost 15%, according to Credit Suisse data. From the same starting point to 12 months after an initial rate increase, the average gain is 18%.</p>\n<p>That doesn’t mean investors should blindly pour money into stocks: More volatility could be ahead. In the few months ahead of an initial rate increase, the market usually rises only minimally, according to Credit Suisse. Those few months are a time when investors tend to still be assessing the damage that tighter monetary policy could inflict on the economy.</p>\n<p>That’s especially true today. The bond market is already reflecting that the Fed could make a mistake, raising rates too many times, too quickly, abruptly choking off economic growth.</p>\n<p>The Fed isn’t used to trying to quell inflation. For the entire era since the 2008-2009 financial crisis era—and certainly during the pandemic-ravaged 2020—the Fed was trying to bring inflation higher by implementing loose monetary policy. Now, it is trying to keep inflation down, and investors are asking themselves whether it will damage economic demand in doing so.</p>\n<p>But one thing does seem like a solid bet. The rough waters in stocks are likely to be fairly temporary: The bull market can probably keep on chugging along—if the Fed doesn’t tighten policy too aggressively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Stocks' Next Rally Could Be Coming Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Stocks' Next Rally Could Be Coming Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-rally-fed-tightening-taper-rate-hike-51639430005?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve is removing support from markets and the economy. History tells us that a sustained rally will likely...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-rally-fed-tightening-taper-rate-hike-51639430005?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-rally-fed-tightening-taper-rate-hike-51639430005?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186687745","content_text":"Stocks appear to be almost through a difficult stretch brought on by news that the Federal Reserve is removing support from markets and the economy. History tells us that a sustained rally will likely begin soon.\nAs of Dec. 1, the S&P 500 had fallen 4.1% from the record high it reached on Nov. 18, only to rebound 4.4% to a new closing high of 4712.02 on Friday. Monday, it slipped back, with a loss of 0.9%.\nThe volatility centers on the Fed’s effort to fight inflation by moving away from the aggressive efforts to bolster growth it put in place as the pandemic ravaged the economy in 2020. Not only is the central bank already reducing its monthly bond purchases by tens of billions of dollars a month, but Chairman Jerome Powell recently indicated even more cuts are on the way. Within months, the Fed will be buying zero dollars in Treasury bonds, compared with $65 billion a month as recently as November.\nThat could drag bond prices down, lifting their yields and making it more difficult for households and businesses to borrow money. Not only would that likely slow economic growth, but it also would mean less money will be flowing through financial markets, leaving less capital available to bid for stocks and other risky assets. And once the Fed has ended its bond-buying program, it will turn its attention to lifting short-term interest rates.\nBut it is increasingly looking like the stock market has already factored in those moves. “The market began to discount eventual Fed tightening once supply chain effects became clearer this past spring, and as inflation compares began to accelerate,” Scott Chronert, global head of exchange-traded fund research at Citigroup, wrote in a research note Friday. “Selling the uncertainty ahead of a hawkish Fed change can often lead to buying on the alleviation of that uncertainty.”\nBuying activity will probably pick up within the next few months, given the market’s behavior in the past four cycles of interest-rate increases. Gains in the S&P 500 from a year before an initial rate boost to six months afterward have averaged almost 15%, according to Credit Suisse data. From the same starting point to 12 months after an initial rate increase, the average gain is 18%.\nThat doesn’t mean investors should blindly pour money into stocks: More volatility could be ahead. In the few months ahead of an initial rate increase, the market usually rises only minimally, according to Credit Suisse. Those few months are a time when investors tend to still be assessing the damage that tighter monetary policy could inflict on the economy.\nThat’s especially true today. The bond market is already reflecting that the Fed could make a mistake, raising rates too many times, too quickly, abruptly choking off economic growth.\nThe Fed isn’t used to trying to quell inflation. For the entire era since the 2008-2009 financial crisis era—and certainly during the pandemic-ravaged 2020—the Fed was trying to bring inflation higher by implementing loose monetary policy. Now, it is trying to keep inflation down, and investors are asking themselves whether it will damage economic demand in doing so.\nBut one thing does seem like a solid bet. The rough waters in stocks are likely to be fairly temporary: The bull market can probably keep on chugging along—if the Fed doesn’t tighten policy too aggressively.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604444144,"gmtCreate":1639442017020,"gmtModify":1639442017819,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Apple 🚗 is the better buy 😂","listText":"Apple 🚗 is the better buy 😂","text":"Apple 🚗 is the better buy 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604444144","repostId":"1198413271","repostType":2,"repost":{"id":"1198413271","kind":"news","pubTimestamp":1639438675,"share":"https://www.laohu8.com/m/news/1198413271?lang=&edition=full","pubTime":"2021-12-14 07:37","market":"us","language":"en","title":"Lucid and Rivian Are Soaring Again. Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198413271","media":"Motley Fool","summary":"These two EV growth stocks each got some good news over the weekend.\nShare prices of up-and-coming e","content":"<p>These two EV growth stocks each got some good news over the weekend.</p>\n<p>Share prices of up-and-coming electric vehicle (EV) players, Lucid Group ( LCID 3.96% ) and Rivian Automotive ( RIVN 3.70% ) are climbing higher. As with most unprofitable growth stocks, one day's gain could be the next day's loss as short-term volatility is par for the course.</p>\n<p></p>\n<p>While it's important not to get caught up with day-to-day price action, even long-term investors stand to benefit from monitoring major events so they can filter headlines and determine if a certain news item could have a material impact on the future of a business. Here's the latest on Lucid and Rivian and what it means.</p>\n<p></p>\n<p><b>What's driving Lucid higher</b></p>\n<p>Each year around the third Friday of December, the Nasdaq-100 index is reconstituted to reflect the 100 largest non-financial companies listed on its exchange. After market close on Dec. 10, Lucid, Airbnb, Fortinet, Palo Alto Networks, Zscaler, and Datadog were added to the index -- replacing CDW, Fox, Cerner, Check Point Software Technologies, Trip.com, and Incyte. The change will be effective on Dec. 20.</p>\n<p></p>\n<p>Lucid's inclusion into the Nasdaq 100 is somewhat of a formality. But it opens the door to more potential Lucid investors who may not directly buy its stock but will buy financial products that Lucid will become a part of.</p>\n<p></p>\n<p>Several exchange-traded funds (ETFs), namely the Invesco QQQ Trust ( QQQ -1.45% ), are meant to mirror the performance of the Nasdaq 100. Therefore, these funds are tasked with holding shares of the index's components, which now includes Lucid -- opening the door to a larger buyer pool. Aside from ETFs, there are other financial products like options, futures, and other funds tied to the Nasdaq-100. Similar to when stocks get added to the Dow Jones Industrial Average or the S&amp;P 500, being added to the Nasdaq 100 is a stamp of legitimacy from the financial markets.</p>\n<p></p>\n<p>In Lucid's case, the news is timely considering the company's woeful whirlwind of drama. Three major events just transpired: the U.S. Securities and Exchange Commission (SEC) subpoena of documents from Lucid on Dec. 3, a senior note offering, and CEO Peter Rawlinson selling some of his Lucid stock. These situations and broader market factors ultimately brought the share price of Lucid down over 20% last week. However, there are good reasons why the cumulative effect of these events, especially the $1.75 billion senior note offering, are a net positive for Lucid. Therefore, another reason why Lucid may be climbing higher again is that Mr. Market has had time to digest last week's events.</p>\n<p></p>\n<p><b>What's driving Rivian higher</b></p>\n<p>After an initial surge past a market cap of $150 billion, Rivian has cooled off as investors grapple with broader market volatility and EV valuations. But Rivian got a big boost on Sunday when MotorTrend, a reputable industry publication, named the Rivian R1T the 2022 MotorTrend Truck of the Year. The news comes after the Lucid Air was named the 2022 MotorTrend Car of the Year.</p>\n<p></p>\n<p>The truck was praised for its performance, range, style, utility, luxury, and a slew of other factors that led MotorTrend to call it \"the most remarkable pickup truck we've ever driven.\"</p>\n<p></p>\n<p>Unlike the highly competitive luxury sedan market, the electric truck market is more concentrated. With over 150,000 reservations, the Ford ( F -4.75% ) F-150 Lightning has received a lot of praise for its performance and starting price of just $40,000. Ford stock is the second-best performing U.S. automaker behind Lucid this year. It is making sizable investments into building out its EV manufacturing and battery production. However, Rivian isn't trying to go toe-to-toe with a legacy automaker like Ford. Rather, it's looking to carve out its own niche with outdoorsy and recreational folks interested in higher-priced electric trucks and SUVs.</p>\n<p></p>\n<p>Rivian has yet to begin mass deliveries of its vehicles. But its technology has sparked widespread attention from industry watchers and analysts. Last week, Morgan Stanley analyst Adam Jonas said that \"we see it [Rivian] as 'the one' that can challenge Tesla,\" praising the companies lead over the competition, impressive specs, partnership with Amazon, rich cash position, and strong management team.</p>\n<p></p>\n<p><b>The better buy now</b></p>\n<p>Given that Lucid and Rivian are young brands, positive reviews of their products are a sign they should be taken seriously. The main challenge for both companies is scaling production to meet customer demand and grow sales. Therefore, news that impacts either company's cash position is meaningful.</p>\n<p></p>\n<p>Lucid and Rivian are similar in that they both have negligible revenue, are years away from profitability, but have a ton of cash and exciting technology. Given Lucid's efficient battery pack, blending of executive luxury and a classic sports car, cost-saving decision not to build its own charging network, and its proven ability to deliver on its promises as a public company, Lucid is arguably the better buy now. However, investors could take a 50/50 split of Lucid and Rivian or invest in a basket of EV stocks to protect against an unforeseen catastrophic loss from any single company.</p>\n<p></p>\n<p><b>Should you invest $1,000 in Lucid Group, Inc. right now?</b></p>\n<p>Before you consider Lucid Group, Inc., you'll want to hear this.</p>\n<p></p>\n<p>Our award-winning analyst team just revealed what they believe are the 10 best stocks for investors to buy right now... and Lucid Group, Inc. wasn't one of them.</p>\n<p></p>\n<p>The online investing service they've run for nearly two decades, Motley Fool Stock Advisor, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid and Rivian Are Soaring Again. Which EV Stock Is The Better 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\">\nLucid and Rivian Are Soaring Again. Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/13/lucid-and-rivian-are-soaring-again-which-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These two EV growth stocks each got some good news over the weekend.\nShare prices of up-and-coming electric vehicle (EV) players, Lucid Group ( LCID 3.96% ) and Rivian Automotive ( RIVN 3.70% ) are ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/13/lucid-and-rivian-are-soaring-again-which-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/12/13/lucid-and-rivian-are-soaring-again-which-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198413271","content_text":"These two EV growth stocks each got some good news over the weekend.\nShare prices of up-and-coming electric vehicle (EV) players, Lucid Group ( LCID 3.96% ) and Rivian Automotive ( RIVN 3.70% ) are climbing higher. As with most unprofitable growth stocks, one day's gain could be the next day's loss as short-term volatility is par for the course.\n\nWhile it's important not to get caught up with day-to-day price action, even long-term investors stand to benefit from monitoring major events so they can filter headlines and determine if a certain news item could have a material impact on the future of a business. Here's the latest on Lucid and Rivian and what it means.\n\nWhat's driving Lucid higher\nEach year around the third Friday of December, the Nasdaq-100 index is reconstituted to reflect the 100 largest non-financial companies listed on its exchange. After market close on Dec. 10, Lucid, Airbnb, Fortinet, Palo Alto Networks, Zscaler, and Datadog were added to the index -- replacing CDW, Fox, Cerner, Check Point Software Technologies, Trip.com, and Incyte. The change will be effective on Dec. 20.\n\nLucid's inclusion into the Nasdaq 100 is somewhat of a formality. But it opens the door to more potential Lucid investors who may not directly buy its stock but will buy financial products that Lucid will become a part of.\n\nSeveral exchange-traded funds (ETFs), namely the Invesco QQQ Trust ( QQQ -1.45% ), are meant to mirror the performance of the Nasdaq 100. Therefore, these funds are tasked with holding shares of the index's components, which now includes Lucid -- opening the door to a larger buyer pool. Aside from ETFs, there are other financial products like options, futures, and other funds tied to the Nasdaq-100. Similar to when stocks get added to the Dow Jones Industrial Average or the S&P 500, being added to the Nasdaq 100 is a stamp of legitimacy from the financial markets.\n\nIn Lucid's case, the news is timely considering the company's woeful whirlwind of drama. Three major events just transpired: the U.S. Securities and Exchange Commission (SEC) subpoena of documents from Lucid on Dec. 3, a senior note offering, and CEO Peter Rawlinson selling some of his Lucid stock. These situations and broader market factors ultimately brought the share price of Lucid down over 20% last week. However, there are good reasons why the cumulative effect of these events, especially the $1.75 billion senior note offering, are a net positive for Lucid. Therefore, another reason why Lucid may be climbing higher again is that Mr. Market has had time to digest last week's events.\n\nWhat's driving Rivian higher\nAfter an initial surge past a market cap of $150 billion, Rivian has cooled off as investors grapple with broader market volatility and EV valuations. But Rivian got a big boost on Sunday when MotorTrend, a reputable industry publication, named the Rivian R1T the 2022 MotorTrend Truck of the Year. The news comes after the Lucid Air was named the 2022 MotorTrend Car of the Year.\n\nThe truck was praised for its performance, range, style, utility, luxury, and a slew of other factors that led MotorTrend to call it \"the most remarkable pickup truck we've ever driven.\"\n\nUnlike the highly competitive luxury sedan market, the electric truck market is more concentrated. With over 150,000 reservations, the Ford ( F -4.75% ) F-150 Lightning has received a lot of praise for its performance and starting price of just $40,000. Ford stock is the second-best performing U.S. automaker behind Lucid this year. It is making sizable investments into building out its EV manufacturing and battery production. However, Rivian isn't trying to go toe-to-toe with a legacy automaker like Ford. Rather, it's looking to carve out its own niche with outdoorsy and recreational folks interested in higher-priced electric trucks and SUVs.\n\nRivian has yet to begin mass deliveries of its vehicles. But its technology has sparked widespread attention from industry watchers and analysts. Last week, Morgan Stanley analyst Adam Jonas said that \"we see it [Rivian] as 'the one' that can challenge Tesla,\" praising the companies lead over the competition, impressive specs, partnership with Amazon, rich cash position, and strong management team.\n\nThe better buy now\nGiven that Lucid and Rivian are young brands, positive reviews of their products are a sign they should be taken seriously. The main challenge for both companies is scaling production to meet customer demand and grow sales. Therefore, news that impacts either company's cash position is meaningful.\n\nLucid and Rivian are similar in that they both have negligible revenue, are years away from profitability, but have a ton of cash and exciting technology. Given Lucid's efficient battery pack, blending of executive luxury and a classic sports car, cost-saving decision not to build its own charging network, and its proven ability to deliver on its promises as a public company, Lucid is arguably the better buy now. However, investors could take a 50/50 split of Lucid and Rivian or invest in a basket of EV stocks to protect against an unforeseen catastrophic loss from any single company.\n\nShould you invest $1,000 in Lucid Group, Inc. right now?\nBefore you consider Lucid Group, Inc., you'll want to hear this.\n\nOur award-winning analyst team just revealed what they believe are the 10 best stocks for investors to buy right now... and Lucid Group, Inc. wasn't one of them.\n\nThe online investing service they've run for nearly two decades, Motley Fool Stock Advisor, has beaten the stock market by over 4X.* And right now, they think there are 10 stocks that are better buys.","news_type":1,"symbols_score_info":{"LCID":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604366759,"gmtCreate":1639351899639,"gmtModify":1639351900398,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. Wow!!!&nbsp;","listText":"Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. Wow!!!&nbsp;","text":"Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. Wow!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/604366759","repostId":"1118643418","repostType":4,"repost":{"id":"1118643418","kind":"news","pubTimestamp":1639350312,"share":"https://www.laohu8.com/m/news/1118643418?lang=&edition=full","pubTime":"2021-12-13 07:05","market":"us","language":"en","title":"Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.","url":"https://stock-news.laohu8.com/highlight/detail?id=1118643418","media":"Barrons","summary":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a","content":"<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p>\n<p>It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p>\n<p>So what’s going on here?</p>\n<p>I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p>\n<p>For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p>\n<p>Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p>\n<p>Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p>\n<p>Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p>\n<p>For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p>\n<p>“Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p>\n<p>Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p>\n<p>The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p>\n<p>Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p>\n<p>In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p>\n<p>Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118643418","content_text":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&P 500 has improved less than 2%.\nIt’s an astonishing performance. Keep in mind that there’s only one other company— Microsoft —with a market cap above $2 trillion, and just three others— Alphabet,Amazon.com,and Tesla —above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.\nSo what’s going on here?\nI’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.\nFor starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.\nAnalysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.\nMeanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.\nPerhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.\nFor instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.\n“Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.\nApple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.\nThe potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.\nBernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.\nIn case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.\nMark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605419024,"gmtCreate":1639212804675,"gmtModify":1639212805484,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"I think it’s time for a meme rally. Who’s with me??!","listText":"I think it’s time for a meme rally. Who’s with me??!","text":"I think it’s time for a meme rally. Who’s with me??!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605419024","repostId":"2190673267","repostType":4,"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605866239,"gmtCreate":1639146000116,"gmtModify":1639146019179,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Apple Apple all the way 💎","listText":"Apple Apple all the way 💎","text":"Apple Apple all the way 💎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605866239","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohu8.com/m/news/1169522079?lang=&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p>\n<p>“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p>\n<p>Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p>\n<p>Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p>\n<p>Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p>\n<p>Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p>\n<p>“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p>\n<p>Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p>\n<p>Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p>\n<p>Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p>\n<p>“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p>\n<p>There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p>\n<p>Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 19:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602636740,"gmtCreate":1639012987848,"gmtModify":1639015375095,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Time to sell out of Goldman. It’s the same bloody&nbsp;bank embroiled in the 1MDB scandal&nbsp;","listText":"Time to sell out of Goldman. It’s the same bloody&nbsp;bank embroiled in the 1MDB scandal&nbsp;","text":"Time to sell out of Goldman. It’s the same bloody bank embroiled in the 1MDB scandal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602636740","repostId":"2190621696","repostType":4,"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602631808,"gmtCreate":1639012754003,"gmtModify":1639012754706,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Nice one Kelloggs 👍🏼","listText":"Nice one Kelloggs 👍🏼","text":"Nice one Kelloggs 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602631808","repostId":"2190984496","repostType":4,"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606738731,"gmtCreate":1638926530055,"gmtModify":1638926530792,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Not happy that private placement was priced so low","listText":"Not happy that private placement was priced so low","text":"Not happy that private placement was priced so low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/606738731","repostId":"1189553785","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606484663,"gmtCreate":1638920603983,"gmtModify":1638928346502,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"This was expected and communicated&nbsp;given chip shortages&nbsp;so negative impact on share price unlikely&nbsp;","listText":"This was expected and communicated&nbsp;given chip shortages&nbsp;so negative impact on share price unlikely&nbsp;","text":"This was expected and communicated given chip shortages so negative impact on share price unlikely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606484663","repostId":"1182373915","repostType":4,"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606194016,"gmtCreate":1638840915642,"gmtModify":1638840922047,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Epic Games needs to stop being so whiny. Get out of the Apple store if unhappy&nbsp;","listText":"Epic Games needs to stop being so whiny. Get out of the Apple store if unhappy&nbsp;","text":"Epic Games needs to stop being so whiny. Get out of the Apple store if unhappy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606194016","repostId":"2189868647","repostType":4,"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606196247,"gmtCreate":1638840745705,"gmtModify":1638842450603,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Take note of this company and stay away. Can’t trust management who manipulates revenues (to deceive investors)","listText":"Take note of this company and stay away. Can’t trust management who manipulates revenues (to deceive investors)","text":"Take note of this company and stay away. Can’t trust management who manipulates revenues (to deceive investors)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606196247","repostId":"2189880766","repostType":4,"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":854234436,"gmtCreate":1635462077184,"gmtModify":1635462078170,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"These are a bit worrying:The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior.And expenses expected to rise a fair bit too.","listText":"These are a bit worrying:The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior.And expenses expected to rise a fair bit too.","text":"These are a bit worrying:The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior.And expenses expected to rise a fair bit too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/854234436","repostId":"1197599551","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":118731542,"gmtCreate":1622761478586,"gmtModify":1634098388839,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Not buy nor sell = do nothing. Lousy article 😀","listText":"Not buy nor sell = do nothing. Lousy article 😀","text":"Not buy nor sell = do nothing. Lousy article 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/118731542","repostId":"2140247164","repostType":4,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835579127,"gmtCreate":1629729076569,"gmtModify":1633682870624,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"TSM all the way ✈️","listText":"TSM all the way ✈️","text":"TSM all the way ✈️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/835579127","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CDNS":"铿腾电子","ASML":"阿斯麦","AMZN":"亚马逊","SSNLF":"三星电子","ON":"安森美半导体","SNPS":"新思科技","GOOGL":"谷歌A","TSM":"台积电","NVDA":"英伟达","QCOM":"高通","GOOG":"谷歌","AAPL":"苹果","SOXX":"iShares费城交易所半导体ETF"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9,"ASML":0.9,"CDNS":0.9,"GOOG":0.9,"GOOGL":0.9,"NVDA":0.9,"ON":0.9,"QCOM":0.9,"SNPS":0.9,"SOXX":0.9,"SSNLF":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195229070,"gmtCreate":1621298094590,"gmtModify":1634192706010,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Anyone picking up some AT&amp;T or Discovery?!","listText":"Anyone picking up some AT&amp;T or Discovery?!","text":"Anyone picking up some AT&T or Discovery?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/195229070","repostId":"2136295438","repostType":4,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895098947,"gmtCreate":1628692775389,"gmtModify":1633745063970,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Apple is still Apple. Don’t tell me Apple users are suddenly going to buy a Samsung or Xiaomi…","listText":"Apple is still Apple. Don’t tell me Apple users are suddenly going to buy a Samsung or Xiaomi…","text":"Apple is still Apple. Don’t tell me Apple users are suddenly going to buy a Samsung or Xiaomi…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895098947","repostId":"1186134691","repostType":4,"repost":{"id":"1186134691","kind":"news","pubTimestamp":1628692062,"share":"https://www.laohu8.com/m/news/1186134691?lang=&edition=full","pubTime":"2021-08-11 22:27","market":"us","language":"en","title":"Here Comes The iPhone 13: One Reason Why It May Be A Success","url":"https://stock-news.laohu8.com/highlight/detail?id=1186134691","media":"Thestreet","summary":"Apple stock(AAPL)  has been spinning its wheels and trading at a share price of around $142 to $147 ","content":"<p>Apple stock(<b>AAPL</b>) &nbsp;has been spinning its wheels and trading at a share price of around $142 to $147 since early July. Afterdelivering a killer fiscal third quarterlate last month, investors seem to be awaiting the next catalyst to get behind the stock once again and push it to new all-time highs.</p>\n<p>The catalyst may be only about six to eight weeks away. This is when the iPhone 13, Apple’s second generation of 5G-capable mobile devices, is expected to be unveiled. At least one main feature may help to make this one yet another successful smartphone launch for the Cupertino company.</p>\n<p>Not all about 5G</p>\n<p>Even though one of the iPhone 12’s most talked-about feature is the ability to exchange data at 5G speeds, some believe that this is not the main appeal of the device to most consumers. 5G networks are still far from being fully developed, particularly outside China, and owning a 5G device today may not mean much to most users across most global markets.</p>\n<p>The same could also be said of the iPhone 13. To win the hearts and minds of Apple enthusiasts and encourage them to buy the new product, the company will probably need to offer other substantial feature upgrades. One of the most likely ones is a set of new applications for the cameras.</p>\n<p>Bloomberg has justreportedthat Apple will introduce three new camera features on the iPhone 13:</p>\n<ol>\n <li>Portrait mode for videos, which allows for depth effects by blurring the background;</li>\n <li>ProRes, a higher-quality video format that gives pro users more options in post-production;</li>\n <li>New filters to enhance the look and colors of photos.</li>\n</ol>\n<p>Will it be enough?</p>\n<p>The questions that Apple stock investors might be asking themselves is: will camera updates be enough to increase iPhone sales in the coming fiscal year? The answer is subject to personal opinions. I believe that these three new features alone will not do the trick.</p>\n<p>However, the iPhone is proving to be more about the full package of benefits that it offers to its users than about one “killer” feature – be it camera, 5G connectivity, screen size, or other. I believe that the iPhone 13 has a good chance of doing well in fiscal 2022. However, other factors will likely play an important role, including the faster A15 processor and the continuous software updates to iOS.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Comes The iPhone 13: One Reason Why It May Be A Success</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\">\nHere Comes The iPhone 13: One Reason Why It May Be A Success\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/here-comes-the-iphone-13-one-reason-why-it-may-be-a-success><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock(AAPL)  has been spinning its wheels and trading at a share price of around $142 to $147 since early July. Afterdelivering a killer fiscal third quarterlate last month, investors seem to be...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/here-comes-the-iphone-13-one-reason-why-it-may-be-a-success\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/here-comes-the-iphone-13-one-reason-why-it-may-be-a-success","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186134691","content_text":"Apple stock(AAPL)  has been spinning its wheels and trading at a share price of around $142 to $147 since early July. Afterdelivering a killer fiscal third quarterlate last month, investors seem to be awaiting the next catalyst to get behind the stock once again and push it to new all-time highs.\nThe catalyst may be only about six to eight weeks away. This is when the iPhone 13, Apple’s second generation of 5G-capable mobile devices, is expected to be unveiled. At least one main feature may help to make this one yet another successful smartphone launch for the Cupertino company.\nNot all about 5G\nEven though one of the iPhone 12’s most talked-about feature is the ability to exchange data at 5G speeds, some believe that this is not the main appeal of the device to most consumers. 5G networks are still far from being fully developed, particularly outside China, and owning a 5G device today may not mean much to most users across most global markets.\nThe same could also be said of the iPhone 13. To win the hearts and minds of Apple enthusiasts and encourage them to buy the new product, the company will probably need to offer other substantial feature upgrades. One of the most likely ones is a set of new applications for the cameras.\nBloomberg has justreportedthat Apple will introduce three new camera features on the iPhone 13:\n\nPortrait mode for videos, which allows for depth effects by blurring the background;\nProRes, a higher-quality video format that gives pro users more options in post-production;\nNew filters to enhance the look and colors of photos.\n\nWill it be enough?\nThe questions that Apple stock investors might be asking themselves is: will camera updates be enough to increase iPhone sales in the coming fiscal year? The answer is subject to personal opinions. I believe that these three new features alone will not do the trick.\nHowever, the iPhone is proving to be more about the full package of benefits that it offers to its users than about one “killer” feature – be it camera, 5G connectivity, screen size, or other. I believe that the iPhone 13 has a good chance of doing well in fiscal 2022. However, other factors will likely play an important role, including the faster A15 processor and the continuous software updates to iOS.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830901760,"gmtCreate":1628997218550,"gmtModify":1633688069478,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"AMD is good but don’t forget TSMC and MU","listText":"AMD is good but don’t forget TSMC and MU","text":"AMD is good but don’t forget TSMC and MU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830901760","repostId":"1138705612","repostType":4,"repost":{"id":"1138705612","kind":"news","pubTimestamp":1628995730,"share":"https://www.laohu8.com/m/news/1138705612?lang=&edition=full","pubTime":"2021-08-15 10:48","market":"us","language":"en","title":"AMD, Intel, And Nvidia: Which Is The Best Chip Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138705612","media":"seekingalpha","summary":"AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.This left ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.</li>\n <li>AMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.</li>\n <li>Even so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&amp;D, marketing, and pricing.</li>\n <li>Nvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a8f0aee0f3d10db76a1ee18fe604b40\" tg-width=\"1536\" tg-height=\"864\" referrerpolicy=\"no-referrer\"><span>Andy/iStock via Getty Images</span></p>\n<p>Intel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.</p>\n<p>This left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.</p>\n<p>AMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.</p>\n<p>However, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.</p>\n<p><b>The Ins And Outs of Intel</b></p>\n<p>An understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.</p>\n<p>Consequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.</p>\n<p>Gaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.</p>\n<p>Until fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.</p>\n<p>At the end of Q1, AMD held 19.30% of the x86 desktop&nbsp;market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5%&nbsp;market&nbsp;share in Q4 of 2019.</p>\n<p>Despite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU&nbsp;market.</p>\n<p>The company has an enormous R&amp;D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.</p>\n<p>Investors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.</p>\n<p>However, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.</p>\n<p>Intel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.</p>\n<p><b>An Overview of AMD</b></p>\n<p>In years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.</p>\n<p>However, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/903df41d5400c9807ff487a75a7e5450\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/331cd14b666f520a62d0746d5fadfa5b\" tg-width=\"1280\" tg-height=\"989\" referrerpolicy=\"no-referrer\"><span>Source:Q2 Earnings Presentation</span></p>\n<p>Like Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.</p>\n<p>AMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f8fbcab5da8a24d01d2b6408bd5686\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha</span></p>\n<p>AMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.</p>\n<p>In regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67a0fe74d986cf882623a8f39587d0d8\" tg-width=\"544\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Source:tom'sHARDWARE</span></p>\n<p>However, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.</p>\n<p>Although AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.</p>\n<p>Late last year,AMD entered intoa deal&nbsp;to acquire&nbsp;Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.</p>\n<p>The Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.</p>\n<p>AMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.</p>\n<p><b>A Survey of NVIDIA</b></p>\n<p>NVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.</p>\n<p>The chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04fb1d71f9df02f6c63907fe784b2fd8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\"><span>Source:AMD Investor Presentation</span></p>\n<p>The firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.</p>\n<p>GPUs are being teamed with CPUs to&nbsp;enhance&nbsp;computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to&nbsp;autonomous&nbsp;vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud</p>\n<p>AI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.</p>\n<p>ARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.</p>\n<p>Perhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.</p>\n<p>Unfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.</p>\n<p><b>Head-To-Head Comparisons</b></p>\n<p><b>Valuation Metrics</b></p>\n<p>The following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bdeabcd2ea473601fbaaaa03235de77\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ chart by author</span></p>\n<p>Next, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/884fc2142d97afcc9e2308e50058dd45\" tg-width=\"576\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><span>Chart by author</span></p>\n<p>Note that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.</p>\n<p>Perusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.</p>\n<p>Count me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.</p>\n<p>Do not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.</p>\n<p><b>=Advantage AMD</b></p>\n<p><b>Analysts’ Price Targets</b></p>\n<p>NVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.</p>\n<p>AMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.</p>\n<p>Intel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.</p>\n<p>Investors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.</p>\n<p><b>=Tie AMD/INTC</b></p>\n<p><b>Growth Rates</b></p>\n<p>The next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8ae1b79b3731a985fc209e626ca4886\" tg-width=\"577\" tg-height=\"337\" referrerpolicy=\"no-referrer\"><span>Source:Seeking Alpha Premium/ Chart by author</span></p>\n<p>While investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.</p>\n<p>Advanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.</p>\n<p><b>=Advantage AMD</b></p>\n<p>I considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.</p>\n<p>I often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.</p>\n<p><b>Debt Metrics</b></p>\n<p>NVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.</p>\n<p>AMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.</p>\n<p>Intel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.</p>\n<p>All three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.</p>\n<p><b>R&amp;D Budgets</b></p>\n<p>This is the first time I have&nbsp;compared&nbsp;the R&amp;D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.</p>\n<p>Last fiscal year, Intel devoted over $13.5 billion to R&amp;D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.</p>\n<p>AMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&amp;D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.</p>\n<p>I should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&amp;D budgets.</p>\n<p><b>=Advantage INTC</b></p>\n<p><b>Bottom Line: Which Is The Best Chip Stock?</b></p>\n<p>To arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.</p>\n<p>Because ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.</p>\n<p>The degree of success Intel finds as its&nbsp;planned&nbsp;foundries come online is another factor that should be weighed.</p>\n<p>A development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.</p>\n<p>On the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.</p>\n<p>While AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.</p>\n<p>However, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.</p>\n<p>With that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.</p>\n<p>I also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.</p>\n<p>I rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.</p>\n<p>For additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA&nbsp;contributor&nbsp;Keyanoush Razavidinani.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD, Intel, And Nvidia: Which Is The Best Chip Stock?</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\">\nAMD, Intel, And Nvidia: Which Is The Best Chip Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips ...</p>\n\n<a href=\"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4448637-amd-intel-nvidia-best-chip-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138705612","content_text":"Summary\n\nAMD's recent CPU and GPU offerings have been more competitive with Intel and NVIDIA's products.\nAMD’s EPYC server chips have proved to be comparable or even superior to certain Intel chips and have led to AMD gaining server CPU market share.\nEven so, Intel is the leader in the processor market and holds long-term advantages over AMD in R&D, marketing, and pricing.\nNvidia is ahead of AMD in GPU technology and is leveraging its GPUs into adjacent end markets such as artificial intelligence.\n\nAndy/iStock via Getty Images\nIntel (INTC) was once the microchip industry equivalent of the Colossus of Rhodes, a monument to the power of Moore’s law. However, the firm stumbled with its 10-nanometer process, and recently announced its 7-nm process will be delayed until 2023.\nThis left the door open to Advanced Micro Devices Inc. (AMD), and that firm has taken full advantage of the opportunity. AMD has taken a large share of the CPU market and is making inroads into the once nearly impenetrable server market.\nAMD now has seven consecutive quarters of double-digit revenue growth under its belt, and it appears the firm is gaining momentum: management now guides for 60% revenue growth for the full year, up from the 50% forecast provided in the previous quarter.\nHowever, AMD also competes with NVIDIA Corporation (NVDA), and the latter company’s GPU technology is stealing market share. NVDA has also been successful in gaining access to adjacent markets with its GPUs, especially AI and automotive markets.\nThe Ins And Outs of Intel\nAn understanding of Intel also provides insights into AMD. This is due to the overlap between the two companies, particularly in regards to x86 chips. Intel developed the x86 chip in 1978. To satisfy demands by IBM that Intel would not be the sole supplier of the chips, INTC provided x86 instruction set architecture licensing to AMD.\nConsequently, Intel and AMD have a duopoly position in the PC and server markets, as nearly all computer software is written for x86 architecture. The result is that both have a wide moat related to the x86 ecosystem.\nGaming consoles in particular are based on x86 architecture due to those platforms generally providing more powerful CPUs and GPUs with multiple compute cores. Like PCs, consoles operate with games that use x86 based software. Once again, this stifles potential competition from ARM-based devices.\nUntil fairly recently, AMD was a distant second to INTC as a supplier of x86 chips. However, AMD teamed with Taiwan Semiconductor(NYSE:TSM)to use that manufacturer’s 7nm process to surpass INTC in process technology. Combined with AMD’s developing new innovative chip designs, this one-two punch resulted in INTC losing significant market share.\nAt the end of Q1, AMD held 19.30% of the x86 desktop market, a 70 basis point gain year-over-year. In Q2 AMD corralled 8% of the server market, up from a 5% market share in Q4 of 2019.\nDespite these setbacks, it seems premature to view Intel as a moribund business. INTC is one of the largest semiconductor companies in the world. The firm dominates the server market, and still holds 60% of the global x86 CPU market.\nThe company has an enormous R&D budget, and it is expanding into new markets, primarily Artificial Intelligence, Field-Programmable Gate Array chips, and automotive offerings, through its acquisitions of Habana Labs, Altera, Movidius, and Mobileye.\nInvestors should not be swayed by the claim that Intel’s new 10nm chips are inferior to 7nm solely on the basis that 7 is superior to 10. While once used to denote the technology level of a chip design, it has been misused to the point of being useless.\nHowever, there are a number of concerns that must be acknowledged. Intel lags competitors in the smartphone market. As consumers shift to mobile devices, this could result in a sustained headwind as smartphones take the place of PCs. On the other hand, it should be acknowledged that INTC’s server processor business has seen growth associated with the surge in mobile devices and cloud computing.\nIntel also faces increased competition from AMD in the data center space, as well as customers developing their own ARM-based chips for CPUs.\nAn Overview of AMD\nIn years past, INTC held the lion’s share of the x86 market. This was due in part to Intel’s leading-edge manufacturing combined with AMD’s wafer supply agreements with less than stellar GlobalFoundries.\nHowever, a seismic shift occurred due to three factors: driven by innovative designs, AMD brought competitive products to market, AMD shifted to TSMC for production, and Intel faced repeated manufacturing delays. The two charts below document the progress the company has made.\nSource:Q2 Earnings Presentation\nSource:Q2 Earnings Presentation\nLike Intel, AMD’s primary products are CPUs and GPUs. AMD’s chips are designed for PCs, game consoles, servers, and blockchain applications. And like INTC, AMD’s offerings are largely protected from competition due to the preponderance of software for PCs and servers being designed for x86 architecture.\nAMD’s strong growth has largely come at the expense of Intel as AMD has steadily chipped away at the former company’s CPU market share.\nSource:Seeking Alpha\nAMD’s focus on CPU and GPU semi-custom processor applications has resulted in their use in Microsoft Xbox and Sony PlayStation game consoles.\nIn regards to PC integrated GPUs, AMD is roughly in parity with NVIDIA while INTC dominates with roughly 68% of the market.\nSource:tom'sHARDWARE\nHowever, NVIDIA dominates the discrete GPU space with an 80% plus market share with AMD sweeping up what is left. NVIDIA’s discrete GPUs are arguably superior to AMD’s (more on that later); therefore, investors should not look for growth here.\nAlthough AMD’s EPYC server CPU products were competitive with that of rivals, initially the company relied on aggressive pricing to promote its first generation of EPYC offerings. However, the EPYC line has gained wider acceptance, and with the Milan processors, the company is gaining market share. As server CPUs provide a better profit margin than the company’s other products, expansion into that space should aid in driving revenue.\nLate last year,AMD entered intoa deal to acquire Xilinx (XLNX), a leader in field programmable gate array (FPGA) chips. FPGAs can be used for a wide variety of applications. Because shifting to a competing FPGA provider requires retraining of engineers in software and design tools, customers are loath to make a switch to a competing vendor. Consequently, if the Xilinx deal goes through, AMD will have acquired a wide moat business. Management guides for operational efficiencies of approximately $300 million within 18 months of closing the transaction.\nThe Xilinx acquisition should bolster AMD’s data center and artificial intelligence businesses.\nAMD agreed to acquire Xilinx for $35 billion in an all-stock transaction.\nA Survey of NVIDIA\nNVDA's focus on the graphics processing units market has led the company to a dominant position in the discrete GPU space. The firm is the leader in discrete GPUs for computing platforms, especially gaming consoles. The fact that Intel licensed intellectual property from NVIDIA to integrate GPUs into its PC chipset testifies to the lead the company maintains.\nThe chart below provides a record of the burgeoning ASP the company has been able to command over the last half decade, beginning with the Pascal architecture in 2016, and progressing through Turing to Ampere.\nSource:AMD Investor Presentation\nThe firm’s chips are also found in many high-end PCs, and NVDA has particular strength in the incipient AI and self-driving vehicle markets.\nGPUs are being teamed with CPUs to enhance computation workloads. This stratagem is designed to bolster the ability of AI systems to perform computationally intensive tasks. AI related to autonomous vehicles is a developing strength for NVIDIA. Another arena in which the firm is making its mark is in cloud\nAI and data centers pose the most likely avenue of growth for NVDA. To strengthen its position in both businesses, the company moved last year to acquire ARM Holdings (ARMHF) from parent company Softbank for $40 billion.\nARM is the globe’s largest licensor of chip designs. Its chips are ubiquitous and can be found in mobile phones, smart TVs, and tablet computers. 160 billion chips have been made using ARM designs.\nPerhaps of equal importance is that 13 million developers work with ARM devices. To place that in context, NVDA has 2 million developers working on its array of devices.\nUnfortunately for investors, bothChinaand theU.K.are reportedly balking at approving the deal.\nHead-To-Head Comparisons\nValuation Metrics\nThe following chart provides a variety of metrics related to each stock's valuation. All data labeled forward is analysts’ next fiscal year consensus estimate.\nSource:Seeking Alpha Premium/ chart by author\nNext, I’m using a graph to provide PEG ratios for the three companies. As there can be fairly wide variations in PEG ratios due to analysts’ inputs, I prefer that readers have access to multiple sources when I find wide variance in the ratio.\nChart by author\nNote that Seeking Alpha provides a three to five-year PEG, Schwab simply lists its metric as a PEG ratio, while Yahoo! Finance calculates a five-year ratio. This could explain some of the variance in the numbers provided.\nPerusing the first chart, it is obvious that NVDA is the most overvalued. It is also interesting to note that in the current P/E and the forward price/cash flow estimates show AMD as valued near the sector median.\nCount me as an investor that places great emphasis on a stocks PEG Ratio. Viewing the second chart, AMD has the best PEG of the three companies. I also note that analysts from each source calculated AMD’s PEG ratio as better than the sector median.\nDo not misinterpret my findings. While INTC has a lower valuation in many respects, when considering other factors, I rate AMD higher overall. In other words, it is not the cheapest valuation but the best valuation, for lack of a better means to articulate my view.\n=Advantage AMD\nAnalysts’ Price Targets\nNVIDIA shares currently trade for $202.95. The average 12-month price target of 33 analysts is $186.49. The average price target of the 17 analysts that rated the stock following the latest earnings report is $210.53, about 3.7% above the current price of the stock.\nAMD shares currently trade for $107.58. The average 12-month price target of 28 analysts is $108.56. The average price target of the 11 analysts that rated the stock following the latest earnings report is $117.27, roughly 9% above the prevailing share price.\nIntel shares currently trade for $54.05. The average 12-month price target of 34 analysts is $59.86. The average price target of the 16 analysts that rated the stock following the latest earnings report is $58.97, a 9% premium over the current share price.\nInvestors should be aware that it has been nearly three months since NVDA posted quarterly earnings while INTC and AMD reported recently.\n=Tie AMD/INTC\nGrowth Rates\nThe next chart provides data for growth rates. Unless otherwise noted, the metrics reflect analysts' average two-year forecasts.\nSource:Seeking Alpha Premium/ Chart by author\nWhile investors familiar with these three companies would expect INTC to perform poorly in relation to NVDA and AMD in regarding growth, in several cases Intel is projected to experience negative growth rates.\nAdvanced Micro Devices projected growth leads that of NVIDIA in every category, and at times by very wide margins.\n=Advantage AMD\nI considered providing a chart outlining the profitability of each company; however, suffice it to say that each is highly profitable, and that a juxtaposition of the three would result in a tie.\nI often provide a comparison that breaks down dividend metrics, but AMD does not pay a dividend, and NVDA has an anemic yield. INTC currently yields about 2.6%. The dividend is well funded.\nDebt Metrics\nNVIDIA had $12.67 billion in cash and $5.96 billion at the end of the last quarter. Should the ARM acquisition meet approval, the deal is structured so that $21 billion of the $40 billion purchase price will be in stock.\nAMD has restructured its debt resulting in reduced interest costs. AMD had about $3.8 billion in cash and $313 million in long-term debt at the end of the most recent quarter.\nIntel's has solid investment-grade credit ratings. The company held nearly $24.86 billion cash at the end of the last quarter and had $31.7 billion long-term debt.\nAll three firms have strong financial positions. Weighing the possibility that NVDA and AMD may add debt due to prospective acquisitions, I am rating the three firms as equals.\nR&D Budgets\nThis is the first time I have compared the R&D budgets of companies for a head-to-head showdown. However, in the semiconductor industry, that can be of pivotal importance.\nLast fiscal year, Intel devoted over $13.5 billion to R&D, NVDA spent nearly $2.83 billion, and AMD budgeted a bit over $1.9 billion on research and development.\nAMD is at a clear disadvantage, and that weakness is magnified because it often competes against INTC and NVDA in different arenas. It should be noted that a portion of Intel’s R&D is funneled to its foundry business. Nevertheless, it is the clear winner here, and AMD is the obvious loser.\nI should add that NVDA is chipping away at AMD’s share of the discrete GPU market, and I believe that trend will continue, in part due to the disparity in R&D budgets.\n=Advantage INTC\nBottom Line: Which Is The Best Chip Stock?\nTo arrive at an answer, much depends on whether NVIDIA can complete its acquisition of ARM.\nBecause ARM processors are more power and cost-efficient than x86 chips, NVDA could gain market share in the data center space. Since around a third of Intel’s revenue flows from data centers, that could represent a headwind for INTC and a positive for NVDA. However, there is a good chance the deal will fail to close.\nThe degree of success Intel finds as its planned foundries come online is another factor that should be weighed.\nA development to be weighed is that AMD has now reached parity with INTC in the PC market in terms of the quality of its products. Furthermore, AMD is gaining market share in the server market, and I expect that trend to continue.\nOn the other hand, AMD is losing share in the discrete GPU market to NVDA. NVDA has a technological lead in that space which will probably continue.\nWhile AMD and NVDA are seen as growth machines, one should not ignore that Intel’s Internet of Things business increased by 47% in the last quarter. Mobileye also saw a surge in growth with revenue increasing 124%. Although these businesses only totaled $1.3 billion in revenue, a fraction of Intel's total revenue of $18.5 billion, they still represent areas of high growth.\nHowever, note the header refers to “chip stock.” Consequently, technological advantages are but one part of the puzzle. Any investment decision must take current valuations and prospective growth rates into account.\nWith that in mind, I must rate NVIDIA as a HOLD due to current valuation and growth estimates. Note my rating is based on the current valuation of the stock. I acknowledge the exemplary leadership of the company and believe the long-term prospect for the stock is excellent.\nI also rate INTC as a HOLD. I previously rated the company as a buy. While I still believe the firm will serve long-term investors well, I now believe its recovery will unfold over a long time span, and better opportunities are available.\nI rate AMD as a BUY. This is based on the current valuations and growth rates outlined in this article. I’ll add that those metrics are buttressed by my perception that as Intel works on its recovery, AMD is likely to chip away at market share.\nFor additional insights into the technological aspects of an investment in AMD and INTC, I recommend an excellent article by SA contributor Keyanoush Razavidinani.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112327364,"gmtCreate":1622852507258,"gmtModify":1631885485425,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Time to move on&nbsp;to other meme stocks&nbsp;","listText":"Time to move on&nbsp;to other meme stocks&nbsp;","text":"Time to move on to other meme stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/112327364","repostId":"2141029407","repostType":4,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576252571560870","authorId":"3576252571560870","name":"KotareKingi","avatar":"https://static.tigerbbs.com/ec762d1b757ce28a774fb8cdda939170","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576252571560870","authorIdStr":"3576252571560870"},"content":"I dont think so... its time to do exactly the ooposite. this is all a mirror of GME beFore it ripped into the $100’s...🚀🚀💎💎☝️🌗","text":"I dont think so... its time to do exactly the ooposite. this is all a mirror of GME beFore it ripped into the $100’s...🚀🚀💎💎☝️🌗","html":"I dont think so... its time to do exactly the ooposite. this is all a mirror of GME beFore it ripped into the $100’s...🚀🚀💎💎☝️🌗"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":842996574,"gmtCreate":1636123654360,"gmtModify":1636124566096,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Damn, looks like <a href=\"https://laohu8.com/S/WKHS\">$Workhorse(WKHS)$</a>is gonna be in hot soup. Thinking of cutting my losses","listText":"Damn, looks like <a href=\"https://laohu8.com/S/WKHS\">$Workhorse(WKHS)$</a>is gonna be in hot soup. Thinking of cutting my losses","text":"Damn, looks like $Workhorse(WKHS)$is gonna be in hot soup. Thinking of cutting my losses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842996574","repostId":"1171686550","repostType":4,"repost":{"id":"1171686550","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":1636122608,"share":"https://www.laohu8.com/m/news/1171686550?lang=&edition=full","pubTime":"2021-11-05 22:30","market":"us","language":"en","title":"Electric-Van Maker Workhorse Is Being Investigated by the Justice Department, Documents Show","url":"https://stock-news.laohu8.com/highlight/detail?id=1171686550","media":"Tiger Newspress","summary":"Electric-van maker Workhorse stock Dived 9% in morning trading after the report that it was being in","content":"<p>Electric-van maker&nbsp;Workhorse stock Dived 9% in morning trading&nbsp;after&nbsp;the&nbsp;report&nbsp;that&nbsp;it was being investigated by the&nbsp;Justice Department, documents showed,according to&nbsp;The Wall Street Journal.</p>\n<p><img src=\"https://static.tigerbbs.com/7fdfded4c9a2f3f4ff4082571b111d08\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>The Justice Department has opened an investigation into electric-van startup&nbsp;Workhorse&nbsp;Inc.,according to documents reviewed by The Wall Street Journal.</p>\n<p>The focus of the inquiry, which is being conducted by the U.S. attorney’s office in Manhattan, wasn’t revealed in the documents.</p>\n<p>Spokesmen for the Manhattan U.S. attorney’s office and Workhorse declined to comment on the probe.</p>\n<p>Also investigating Workhorse is the U.S. Securities and Exchange Commission, whose probe into the company&nbsp;was reported by the Journal in September. Workhorse has since said it had notified the SEC of misstatements it had made to safety regulators.</p>\n<p>Shares in Workhorse closed at $7.22 Thursday, down 82% from an all-time high of $41.34 in February. Since late July, the company has installed new executive leadership, withdrawn financial guidance, stopped production and recalled vans that had already been delivered to customers.</p>\n<p>Last year, electric-vehicle startups saw an influx of billions of dollars, many through mergers with special-purpose-acquisition companies, or SPACs. Workhorse’s roots as a public company go back to 2010, but its stock price benefited last year from the increased investor interest in EVs. Shares of Workhorse rocketed more than 2,000% between March 2020 and this past February.</p>\n<p>Workhorse is the third electric-vehicle company known to have come under scrutiny from both federal prosecutors and securities regulators in the past 14 months.</p>\n<p>This July, the Justice Department and the SEC filed securities-fraud charges against Trevor Milton, founder and former executive chairman of hydrogen-truck startup&nbsp;Nikola&nbsp;Corp.On Thursday,Nikola said it was putting aside $125 million&nbsp;ahead of a potential settlement with the SEC.</p>\n<p>Nikola is “looking forward to resolving the outstanding issues relating to our founder and bringing that chapter to a close and maintaining our focus on delivering trucks to our customers,” Chief Executive Mark Russell said. Nikola said in a regulatory filing Thursday that it is committed to cooperating fully with the SEC and Justice Department investigations, which are ongoing.</p>\n<p>A spokesman for Mr. Milton declined to comment.After he was charged in July, a spokesman for Mr. Milton’s lawyers said he was innocent and had been wrongly accused following a faulty investigation.</p>\n<p>Earlier this year,the SEC&nbsp;and&nbsp;the Justice Department&nbsp;opened probes into&nbsp;Lordstown Motors&nbsp;Corp., a company in which&nbsp;Workhorse was an early investor.</p>\n<p>Lordstown Motors has said it is committed to cooperating with any investigations.</p>\n<p>Both Workhorse and Lordstown have been targeted by short sellers who say they are skeptical of the companies’ products and prospects for future business.</p>\n<p>Based in Loveland, Ohio, Workhorse manufactures electric delivery vans that it aims to sell to commercial-fleet operators like&nbsp;United Parcel Service&nbsp;Inc.Workhorse had been a bidder on a new contract to make mail delivery trucks for the U.S. Postal Service, but lost the bid in February. The company challenged that decision in court but has since withdrawn its complaint.</p>\n<p>On July 29, Workhorse said it was hiring Richard Dauch as chief executive and pulling its financial guidance for investors. Mr. Dauch had most recently served in the same role at Delphi Technologies PLC and oversaw its sale to BorgWarner Inc. Former Workhorse CEO Duane Hughes left the company by mutual agreement.</p>\n<p>A few weeks later, Mr. Dauch opened an earnings call saying the company was revising designs for its flagship C-1000 vans in response to customer feedback that said they lacked payload capacity.</p>\n<p>On Sept. 22, Workhorse said it was suspending deliveries of the C-1000 and recalling 41 that had already been delivered to customers. The company said that the vehicles needed more testing to comply with federal safety standards and that earlier statements related to their compliance made to federal regulators couldn’t be relied on.</p>\n<p>Last month, the company disclosed that the chief financial officer, chief operating officer and general counsel who had been at the company with Mr. Hughes had left or would leave the company.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Electric-Van Maker Workhorse Is Being Investigated by the Justice Department, Documents Show</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\">\nElectric-Van Maker Workhorse Is Being Investigated by the Justice Department, Documents Show\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\">2021-11-05 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Electric-van maker&nbsp;Workhorse stock Dived 9% in morning trading&nbsp;after&nbsp;the&nbsp;report&nbsp;that&nbsp;it was being investigated by the&nbsp;Justice Department, documents showed,according to&nbsp;The Wall Street Journal.</p>\n<p><img src=\"https://static.tigerbbs.com/7fdfded4c9a2f3f4ff4082571b111d08\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>The Justice Department has opened an investigation into electric-van startup&nbsp;Workhorse&nbsp;Inc.,according to documents reviewed by The Wall Street Journal.</p>\n<p>The focus of the inquiry, which is being conducted by the U.S. attorney’s office in Manhattan, wasn’t revealed in the documents.</p>\n<p>Spokesmen for the Manhattan U.S. attorney’s office and Workhorse declined to comment on the probe.</p>\n<p>Also investigating Workhorse is the U.S. Securities and Exchange Commission, whose probe into the company&nbsp;was reported by the Journal in September. Workhorse has since said it had notified the SEC of misstatements it had made to safety regulators.</p>\n<p>Shares in Workhorse closed at $7.22 Thursday, down 82% from an all-time high of $41.34 in February. Since late July, the company has installed new executive leadership, withdrawn financial guidance, stopped production and recalled vans that had already been delivered to customers.</p>\n<p>Last year, electric-vehicle startups saw an influx of billions of dollars, many through mergers with special-purpose-acquisition companies, or SPACs. Workhorse’s roots as a public company go back to 2010, but its stock price benefited last year from the increased investor interest in EVs. Shares of Workhorse rocketed more than 2,000% between March 2020 and this past February.</p>\n<p>Workhorse is the third electric-vehicle company known to have come under scrutiny from both federal prosecutors and securities regulators in the past 14 months.</p>\n<p>This July, the Justice Department and the SEC filed securities-fraud charges against Trevor Milton, founder and former executive chairman of hydrogen-truck startup&nbsp;Nikola&nbsp;Corp.On Thursday,Nikola said it was putting aside $125 million&nbsp;ahead of a potential settlement with the SEC.</p>\n<p>Nikola is “looking forward to resolving the outstanding issues relating to our founder and bringing that chapter to a close and maintaining our focus on delivering trucks to our customers,” Chief Executive Mark Russell said. Nikola said in a regulatory filing Thursday that it is committed to cooperating fully with the SEC and Justice Department investigations, which are ongoing.</p>\n<p>A spokesman for Mr. Milton declined to comment.After he was charged in July, a spokesman for Mr. Milton’s lawyers said he was innocent and had been wrongly accused following a faulty investigation.</p>\n<p>Earlier this year,the SEC&nbsp;and&nbsp;the Justice Department&nbsp;opened probes into&nbsp;Lordstown Motors&nbsp;Corp., a company in which&nbsp;Workhorse was an early investor.</p>\n<p>Lordstown Motors has said it is committed to cooperating with any investigations.</p>\n<p>Both Workhorse and Lordstown have been targeted by short sellers who say they are skeptical of the companies’ products and prospects for future business.</p>\n<p>Based in Loveland, Ohio, Workhorse manufactures electric delivery vans that it aims to sell to commercial-fleet operators like&nbsp;United Parcel Service&nbsp;Inc.Workhorse had been a bidder on a new contract to make mail delivery trucks for the U.S. Postal Service, but lost the bid in February. The company challenged that decision in court but has since withdrawn its complaint.</p>\n<p>On July 29, Workhorse said it was hiring Richard Dauch as chief executive and pulling its financial guidance for investors. Mr. Dauch had most recently served in the same role at Delphi Technologies PLC and oversaw its sale to BorgWarner Inc. Former Workhorse CEO Duane Hughes left the company by mutual agreement.</p>\n<p>A few weeks later, Mr. Dauch opened an earnings call saying the company was revising designs for its flagship C-1000 vans in response to customer feedback that said they lacked payload capacity.</p>\n<p>On Sept. 22, Workhorse said it was suspending deliveries of the C-1000 and recalling 41 that had already been delivered to customers. The company said that the vehicles needed more testing to comply with federal safety standards and that earlier statements related to their compliance made to federal regulators couldn’t be relied on.</p>\n<p>Last month, the company disclosed that the chief financial officer, chief operating officer and general counsel who had been at the company with Mr. Hughes had left or would leave the company.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171686550","content_text":"Electric-van maker Workhorse stock Dived 9% in morning trading after the report that it was being investigated by the Justice Department, documents showed,according to The Wall Street Journal.\n\nThe Justice Department has opened an investigation into electric-van startup Workhorse Inc.,according to documents reviewed by The Wall Street Journal.\nThe focus of the inquiry, which is being conducted by the U.S. attorney’s office in Manhattan, wasn’t revealed in the documents.\nSpokesmen for the Manhattan U.S. attorney’s office and Workhorse declined to comment on the probe.\nAlso investigating Workhorse is the U.S. Securities and Exchange Commission, whose probe into the company was reported by the Journal in September. Workhorse has since said it had notified the SEC of misstatements it had made to safety regulators.\nShares in Workhorse closed at $7.22 Thursday, down 82% from an all-time high of $41.34 in February. Since late July, the company has installed new executive leadership, withdrawn financial guidance, stopped production and recalled vans that had already been delivered to customers.\nLast year, electric-vehicle startups saw an influx of billions of dollars, many through mergers with special-purpose-acquisition companies, or SPACs. Workhorse’s roots as a public company go back to 2010, but its stock price benefited last year from the increased investor interest in EVs. Shares of Workhorse rocketed more than 2,000% between March 2020 and this past February.\nWorkhorse is the third electric-vehicle company known to have come under scrutiny from both federal prosecutors and securities regulators in the past 14 months.\nThis July, the Justice Department and the SEC filed securities-fraud charges against Trevor Milton, founder and former executive chairman of hydrogen-truck startup Nikola Corp.On Thursday,Nikola said it was putting aside $125 million ahead of a potential settlement with the SEC.\nNikola is “looking forward to resolving the outstanding issues relating to our founder and bringing that chapter to a close and maintaining our focus on delivering trucks to our customers,” Chief Executive Mark Russell said. Nikola said in a regulatory filing Thursday that it is committed to cooperating fully with the SEC and Justice Department investigations, which are ongoing.\nA spokesman for Mr. Milton declined to comment.After he was charged in July, a spokesman for Mr. Milton’s lawyers said he was innocent and had been wrongly accused following a faulty investigation.\nEarlier this year,the SEC and the Justice Department opened probes into Lordstown Motors Corp., a company in which Workhorse was an early investor.\nLordstown Motors has said it is committed to cooperating with any investigations.\nBoth Workhorse and Lordstown have been targeted by short sellers who say they are skeptical of the companies’ products and prospects for future business.\nBased in Loveland, Ohio, Workhorse manufactures electric delivery vans that it aims to sell to commercial-fleet operators like United Parcel Service Inc.Workhorse had been a bidder on a new contract to make mail delivery trucks for the U.S. Postal Service, but lost the bid in February. The company challenged that decision in court but has since withdrawn its complaint.\nOn July 29, Workhorse said it was hiring Richard Dauch as chief executive and pulling its financial guidance for investors. Mr. Dauch had most recently served in the same role at Delphi Technologies PLC and oversaw its sale to BorgWarner Inc. Former Workhorse CEO Duane Hughes left the company by mutual agreement.\nA few weeks later, Mr. Dauch opened an earnings call saying the company was revising designs for its flagship C-1000 vans in response to customer feedback that said they lacked payload capacity.\nOn Sept. 22, Workhorse said it was suspending deliveries of the C-1000 and recalling 41 that had already been delivered to customers. The company said that the vehicles needed more testing to comply with federal safety standards and that earlier statements related to their compliance made to federal regulators couldn’t be relied on.\nLast month, the company disclosed that the chief financial officer, chief operating officer and general counsel who had been at the company with Mr. Hughes had left or would leave the company.","news_type":1,"symbols_score_info":{"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893045669,"gmtCreate":1628224562851,"gmtModify":1633752428228,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Check out NAKD’s financials before you decide to buy 😀","listText":"Check out NAKD’s financials before you decide to buy 😀","text":"Check out NAKD’s financials before you decide to buy 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/893045669","repostId":"1155519509","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807216801,"gmtCreate":1628038630403,"gmtModify":1633754183225,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Why are there so many asking for likes and comments?! 🤣🤣","listText":"Why are there so many asking for likes and comments?! 🤣🤣","text":"Why are there so many asking for likes and comments?! 🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/807216801","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802462202,"gmtCreate":1627797177506,"gmtModify":1633756276524,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"We all know to wait for the correction but question is timing - are we able to buy near the low 😅","listText":"We all know to wait for the correction but question is timing - are we able to buy near the low 😅","text":"We all know to wait for the correction but question is timing - are we able to buy near the low 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/802462202","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128356978,"gmtCreate":1624502948594,"gmtModify":1634005158193,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Volume…we need volume. Let’s all&nbsp;Start buying 😂","listText":"Volume…we need volume. Let’s all&nbsp;Start buying 😂","text":"Volume…we need volume. Let’s all Start buying 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/128356978","repostId":"2145156570","repostType":4,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604366759,"gmtCreate":1639351899639,"gmtModify":1639351900398,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. Wow!!!&nbsp;","listText":"Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. Wow!!!&nbsp;","text":"Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. Wow!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/604366759","repostId":"1118643418","repostType":4,"repost":{"id":"1118643418","kind":"news","pubTimestamp":1639350312,"share":"https://www.laohu8.com/m/news/1118643418?lang=&edition=full","pubTime":"2021-12-13 07:05","market":"us","language":"en","title":"Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.","url":"https://stock-news.laohu8.com/highlight/detail?id=1118643418","media":"Barrons","summary":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a","content":"<p>Apple&nbsp;shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&amp;P 500 has improved less than 2%.</p>\n<p>It’s an astonishing performance. Keep in mind that there’s only one other company—&nbsp;Microsoft&nbsp;—with a market cap above $2 trillion, and just three others—&nbsp;Alphabet,Amazon.com,and&nbsp;Tesla&nbsp;—above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.</p>\n<p>So what’s going on here?</p>\n<p>I’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.</p>\n<p>For starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.</p>\n<p>Analysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.</p>\n<p>Meanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.</p>\n<p>Perhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.</p>\n<p>For instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.</p>\n<p>“Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&amp;P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.</p>\n<p>Apple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.</p>\n<p>The potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.</p>\n<p>Bernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.</p>\n<p>In case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.</p>\n<p>Mark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Be the First $3 Trillion Company. Why Its Rally Won’t Stop There.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-market-cap-virtual-reality-51639155227?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118643418","content_text":"Apple shares have been on a ferocious tear, up 34% year to date, leaving it less than 5% away from a $3 trillion market capitalization, a milestone never hit by any other public company. The rally includes a startling 18% spurt in just the past four weeks, a period in which the S&P 500 has improved less than 2%.\nIt’s an astonishing performance. Keep in mind that there’s only one other company— Microsoft —with a market cap above $2 trillion, and just three others— Alphabet,Amazon.com,and Tesla —above $1 trillion. Founded in 1976, it took Apple 44 years to reach the $1 trillion level for the first time, in 2018. Two years later, in August 2020, the stock hit $2 trillion. And now just 15 months later, the stock is zeroing in on $3 trillion.\nSo what’s going on here?\nI’d argue that there are at least four reasons why Apple stock (ticker: AAPL) continues to rally to higher highs—and why $3 trillion will eventually look more like the floor than the ceiling.\nFor starters, Apple has become a haven for tech investors in times of turmoil—a flight-to-safety play; digital gold. Apple thrived during the pandemic, with accelerated demand for both Macs and iPads. And it has motored right along as the world begins the complex process of returning to normalcy, powered by iPhone and services growth. Apple continues to innovate, the company has fanatical customer loyalty, and it continues a shareholder-friendly policy of aggressively buying back its own shares. If you had to pick just one tech stock to own for the long haul, many would choose Apple.\nAnalysts continue to report iPhone 13 demand outstripping supply. Parts shortages remain an issue, and Apple warned in reporting September-quarter results that the December quarter would be muffled by an inability to meet demand. But remember that coming into this cycle, Street expectations for iPhone 13 were muted. Analysts saw this year’s model as an interim step—not nearly as important as the iPhone 12, the first to include 5G connectivity. But as was the case with the iPhone 11, there is reason to think that the Street has underestimated demand for the iPhone 13. In particular, there have been reports of historically high demand for the new phones in China, setting the stage for a potential December-quarter earnings surprise.\nMeanwhile, Apple got an unexpected boost on the legal front last week when a federal appeals court issued a stay, pending appeal, of a lower-court ruling that would have forced Apple to let developers include alternatives to Apple’s own payment system for in-app purchases. The three-judge panel for the Ninth Circuit found that Apple has demonstrated “serious questions” about the lower court’s finding that Apple violates California’s unfair competition law. Resolution of Apple’s appeal in the case could now drag on for months, or years—and the longer the delay, the better for Apple, which would rather keep the status quo.\nPerhaps most important, Wall Street in the past few weeks has begun to factor in two yet-to-be-announced new product categories—augmented- and virtual-reality headsets and autonomous vehicles—to its Apple financial and valuation models.\nFor instance, Morgan Stanley analyst Katy Huberty last week reiterated an Overweight rating on Apple shares, lifting her price target on the stock to $200, from $165; the new target implies a potential valuation of $3.3 trillion. For the near term, she says, iPhone sales and App Store activity should surprise to the upside. But she also contends that the time has come to start pricing new products into the mix.\n“Apple shares don’t seem to bake in the impact from upcoming new product launches,” despite a consistent record of innovation, Huberty asserts in a research note. She points out that Apple has rallied nearly 500% over the past five years—about quintuple the return on the S&P 500—in a period when iPhone revenue grew just 40%. The explanation for that divergence, she says, is that Apple has been innovating in other areas.\nApple built a wearables business, including the Apple Watch, that generates $38 billion a year in revenue, the size of a Fortune 120 company. And the Apple services business now produces nearly $70 billion a year in revenue, doubling over the past four years. As Apple gets closer to launches in AR/VR headsets and cars, Huberty concludes, those should be reflected in the company’s valuation.\nThe potential is vast. TFI Securities analyst Ming-Chi Kuo, who has been writing a series of research notes on Apple’s future AR/VR headsets, projects the company could sell a billion of the devices over the next 10 years. He thinks the gizmos will eventually cannibalize the iPhone market and become the primary online experience for many.\nBernstein analyst Toni Sacconaghi asserted, in a research note last week on Apple’s place in the metaverse, that the hardware access layer to the virtual world is likely to be concentrated among a few large players, as it has for the PC, mobile phone, and tablet markets. Sacconaghi says a rough guess is that AR/VR devices could be 4% of Apple’s revenue in 2030—and over 20% in 2040.\nIn case you’re wondering how this might play out, think back to 2020, when the buzz about the iPhone 12 became almost deafening in the run-up to its launch, driving up Apple’s share price. If and when it becomes clear that Apple is likely to jump into this new market in calendar 2022, the noise level is going to become earsplitting.\nMark Zuckerberg may be talking the most about the metaverse, but Tim Cook’s company might just be the big winner here.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606738731,"gmtCreate":1638926530055,"gmtModify":1638926530792,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Not happy that private placement was priced so low","listText":"Not happy that private placement was priced so low","text":"Not happy that private placement was priced so low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/606738731","repostId":"1189553785","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859896129,"gmtCreate":1634685599892,"gmtModify":1634685600967,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Let’s keep this momentum going 💪🏼 even <a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>is finally moving","listText":"Let’s keep this momentum going 💪🏼 even <a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>is finally moving","text":"Let’s keep this momentum going 💪🏼 even $ContextLogic Inc.(WISH)$is finally moving","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859896129","repostId":"2176710436","repostType":4,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869356729,"gmtCreate":1632262086461,"gmtModify":1632801757182,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Did anyone see how crazy <a href=\"https://laohu8.com/S/RWLK\">$ReWalk Robotics(RWLK)$</a>was yesterday?","listText":"Did anyone see how crazy <a href=\"https://laohu8.com/S/RWLK\">$ReWalk Robotics(RWLK)$</a>was yesterday?","text":"Did anyone see how crazy $ReWalk Robotics(RWLK)$was yesterday?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/869356729","repostId":"1103252137","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802107846,"gmtCreate":1627727463585,"gmtModify":1631888360899,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Agree with the last advice - hold for long term. How much can Boston Beer innovate other than selling craft beer?! 🤥","listText":"Agree with the last advice - hold for long term. How much can Boston Beer innovate other than selling craft beer?! 🤥","text":"Agree with the last advice - hold for long term. How much can Boston Beer innovate other than selling craft beer?! 🤥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/802107846","repostId":"1147779023","repostType":4,"repost":{"id":"1147779023","kind":"news","pubTimestamp":1627716124,"share":"https://www.laohu8.com/m/news/1147779023?lang=&edition=full","pubTime":"2021-07-31 15:22","market":"us","language":"en","title":"You can beat stock market indexes — this fund manager has, and this is how she and her team did it","url":"https://stock-news.laohu8.com/highlight/detail?id=1147779023","media":"MarketWatch","summary":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fu","content":"<blockquote>\n <b>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.</b>\n</blockquote>\n<p>Investing is a tough game. That’s why so many mutual funds lag behind their indices.</p>\n<p>So when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.</p>\n<p>The American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth&nbsp;Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.</p>\n<p>The fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.</p>\n<p>Here are the five key takeaways, with examples of specific stocks.</p>\n<p><b>1. Own companies that can “land and expand” in big markets</b></p>\n<p>Even though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.</p>\n<p>Bill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.</p>\n<p>Bill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.</p>\n<p>“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.</p>\n<p>Founder-run companies such as this one are worth considering because they often outperform.</p>\n<p><b>2. Seek out innovators</b></p>\n<p>Ram’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.</p>\n<p>Back in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.</p>\n<p>Boston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.</p>\n<p>“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”</p>\n<p>This penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.</p>\n<p>A key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.</p>\n<p>They’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.</p>\n<p>But don’t count out this innovator yet.</p>\n<p>“We recently announced plans to develop new innovative beverages with&nbsp;Beam Suntory&nbsp;that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory&nbsp;sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”</p>\n<p><b>3. Look for companies that can create and dominate a niche</b></p>\n<p>For years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.</p>\n<p>This is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.</p>\n<p><b>4. Buy companies in the early stages of rapid growth</b></p>\n<p>One way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.</p>\n<p>Alnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.</p>\n<p>“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”</p>\n<p><b>5. Hold stocks for the long term</b></p>\n<p>All of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>You can beat stock market indexes — this fund manager has, and this is how she and her team did it</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\">\nYou can beat stock market indexes — this fund manager has, and this is how she and her team did it\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 15:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when ...</p>\n\n<a href=\"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/you-can-beat-stock-market-indexes-this-fund-manager-has-and-this-is-how-she-and-her-team-did-it-11627481445?mod=article_inline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147779023","content_text":"Five key lessons on outperformance from Prabha Ram at the American Century Focused Dynamic Growth Fund.\n\nInvesting is a tough game. That’s why so many mutual funds lag behind their indices.\nSo when you find a fund with a great record, it pays to investigate what the fund managers are doing — to learn some lessons.\nThe American Century Focused Dynamic Growth FundACFSXfits the bill. The $2.8 billion fund beats its Russell 1000 Growth Index by over 6 percentage points annualized over the past three and five years, according toMorningstar. It outperforms its large-growth category by 8.6 percentage points annualized over five years. It has a reasonable 0.65% expense ratio.\nThe fund is co-managed by Prabha Ram, who I recently caught up with. Raised in India, Ram came to the U.S. as a teaching assistant at the University of Maine, where she earned a master’s degree in computer science. She went on to receive an MBA at the Wharton School at the University of Pennsylvania. Ram and three other portfolio managers have led this fund since 2016.\nHere are the five key takeaways, with examples of specific stocks.\n1. Own companies that can “land and expand” in big markets\nEven though we’ve been in the digital age for years, many small companies still do much of their business on paper. Bill.comBILLwants to change that. The company was founded by CEO René Lacerte, who in the late 1990s started the online payroll company PayCycle, which was acquired by Intuit.\nBill.com helps small companies go digital in accounts payable and receivable payments. But that’s just the start. Once inside a company, Bill.com digitizes other areas like cash and expense account management.\nBill.com “lands and expands” at clients, but it also uses their business partners to create a network of leads.\n“Every vendor is a network member, even if it is not a Bill.com customer,” says Ram. This network has about 2.5 million members. Bill.com also gets prospects from its partners, including Bank of AmericaBAC,JPMorgan ChaseJPMand American ExpressAXP.Sales grew 45% in the first quarter.\nFounder-run companies such as this one are worth considering because they often outperform.\n2. Seek out innovators\nRam’s portfolio contains obvious innovators, including TeslaTSLA,Amazon.comAMZNand AlphabetGOOGL,her top three positions. Let’s look beyond technology — to beer.\nBack in the 1980s, Boston Beer founder Jim Koch began taking share from beer giants Anheuser-Busch InBevBUDand HeinekenHEINYby rolling out successful “craft” brews, starting with Samuel Adams. Koch helped invent the craft brew category, essentially taking the country back to pre-Prohibition days when the U.S. had hundreds of regional breweries making more flavorful beers for local tastes.\nBoston Beer stock did very well, but then it stalled during 2015-2017 as beer sales overall went flat. In response, Boston Beer helped put a new category on the map — with its Truly Hard Seltzer brand rolled out in 2106. It remains one of the leading hard seltzers.\n“We were drawn to the company because of its history of innovation,” says Ram, referring to her fund’s early position from the second quarter of 2016. “The stock was doing poorly because the beer market was flattening, but they were coming up with Truly Hard Seltzer. Truly was more successful than we anticipated. It created a new category.”\nThis penchant for innovation at Boston Beer has helped keep Ram’s fund in the name. Other successful Boston Beer brands include Twisted Tea, Angry Orchard and Dogfish Head.\nA key takeaway here is that to find innovative companies, look for the ones led by people who have demonstrated a knack for innovation in the past. Innovative managers tend to keep on innovating. Boston Beer continually tests new seltzers, beers, hard ciders, distilled spirits and other drinks. Shareholders are betting they will come through again.\nThey’ll need the help. Boston Beer shares fell 20% on July 23 because so many competitors entered the hard cider niche. Sales grew 33% but net income fell 1.6% as the company jacked up advertising costs to try to combat the competition. The company slashed estimates for the year on an expected slowdown in sales growth.\nBut don’t count out this innovator yet.\n“We recently announced plans to develop new innovative beverages with Beam Suntory that we are planning to launch in early 2022,” Boston Beer’s Koch said. Beam Suntory sells Jim Beam whiskey and other brands of spirits. “We believe these new beverages will further demonstrate our ability to innovate and grow our business as drinker preferences evolve.”\n3. Look for companies that can create and dominate a niche\nFor years as the gig economy emerged, the big credit card companies didn’t really care that much if the local yoga instructor could accept payments with a credit card. SquareSQrecognized this as an opportunity. So it launched its card payment device business in 2009. Since then, it has grown by taking on larger customers, and expanding into new lines of business in financial services such as cash management, debit cards loans and tax filing. Transaction-based revenue grew 27% in the first quarter, and subscription and services revenue soared 88%.\nThis is a great example of a company that created a business niche. But it’s also a “land and expand” company because it grows by offering customers new services. Both qualities help companies maintain the competitive advantage Ram likes see in investments.\n4. Buy companies in the early stages of rapid growth\nOne way to find these is to identify companies developing products that will transform an entire industry. Ram thinks that is the case with Alnylam PharmaceuticalsALNY.It’s developing novel therapies base on a technique called RNA interference (RNAi). Inside the body, messenger RNA (mRNA) encodes proteins we need, based on signals from RNA. Sometimes mRNA gets the signals crossed, and it encodes flawed proteins. This causes diseases.\nAlnylam has developed a way to tweak the RNAi pathway to silence the flawed signaling and block the creation of disease-causing proteins. So far, Alnylam has four approved RNAi-based medicines that treat rare hereditary diseases. The company has a dozen other therapies in clinical studies, including six in late-stage development.\n“This is a completely new area of therapeutics,” says Ram. “It is a platform of products that can treat a variety of conditions.”\n5. Hold stocks for the long term\nAll of the names above are large positions in Ram’s fund, which tells me that Ram and her team think they have considerably more upside. If you buy any of them, though, remember you have to do so with a multi-year time horizon. That’s what Ram’s fund does. It has a low annual portfolio turnover of 27%. It’s important to have a long-term view, because it is so tough to call short-term moves in the stock market or in stocks, and you need to give companies time to develop.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569809505691000","authorId":"3569809505691000","name":"breAkdaWn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"3569809505691000","authorIdStr":"3569809505691000"},"content":"all beers are not equal. some are just best! Go Heini!!","text":"all beers are not equal. some are just best! Go Heini!!","html":"all beers are not equal. some are just best! Go Heini!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806787909,"gmtCreate":1627694575901,"gmtModify":1633757085203,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Stocks expected to move sideways - Sell covered Calls","listText":"Stocks expected to move sideways - Sell covered Calls","text":"Stocks expected to move sideways - Sell covered Calls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806787909","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112255193,"gmtCreate":1622877500412,"gmtModify":1634097109924,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Buy 🍎&nbsp;now people&nbsp;","listText":"Buy 🍎&nbsp;now people&nbsp;","text":"Buy 🍎 now people","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/112255193","repostId":"1158897173","repostType":4,"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192217763,"gmtCreate":1621211216552,"gmtModify":1634193416084,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Bull_Lion","avatar":"https://static.tigerbbs.com/97c7d011186160cd333508e7d9191f74","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"themes":[],"htmlText":"Musk is manipulating the Bitcoin market?!","listText":"Musk is manipulating the Bitcoin market?!","text":"Musk is manipulating the Bitcoin market?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/192217763","repostId":"1134346216","repostType":4,"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}