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Johnjohnn

Johnjohnn

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0勋章

2021-12-24

2021-11-30

Still a bit high

Apple Stock: What to Expect During the Holiday Season

2021-11-01

$Meta Platforms, Inc.(FB)$Up or down?

2021-10-19

$ASML Holding NV(ASML)$Hmm, sell?

2021-09-14

$MP Materials Corp.(MP)$nice

2021-09-09

Keep?

2021-09-06

$SOFI 20210917 13.5 PUT(SOFI)$🤔

2021-08-24

How true is this?

Intel Has 3 Big Advantages Over Nvidia And AMD

2021-08-18

Intel

2021-08-12

What?

抱歉，原内容已删除

2021-08-10

$ChargePoint Holdings Inc.(CHPT)$Looking great

2021-07-30

Great!

AMD: Still Growing, Still Undervalued

2021-07-28

Anyone own this? Hold or sell?

2021-07-23

$SoFi Technologies Inc.(SOFI)$Drop more pls!

2021-07-21

$American Resources Corporation(AREC)$Come on

2021-07-19

$MP Materials Corp.(MP)$Hope it improves!

2021-07-19

$SINGAPORE AIRLINES LTD(C6L.SI)$Sad

2021-07-15

Shag

J&J recalls sunscreens after carcinogen found in some sprays

2021-07-15

Good for JD?

抱歉，原内容已删除

2021-07-14

$American Resources Corporation(AREC)$How

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href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Nice&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Nice&nbsp;","text":"$AMD(AMD)$Nice","images":[{"img":"https://static.tigerbbs.com/cde822d1ed3fbd1caebdeccdbc56ff70","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698154705","isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609282610,"gmtCreate":1638286082931,"gmtModify":1638286082931,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"Still a bit high","listText":"Still a bit high","text":"Still a bit high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609282610","repostId":"1158390889","repostType":4,"repost":{"id":"1158390889","kind":"news","pubTimestamp":1638285505,"share":"https://ttm.financial/m/news/1158390889?lang=&edition=full","pubTime":"2021-11-30 23:18","market":"us","language":"en","title":"Apple Stock: What to Expect During the Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1158390889","media":"TheStreet","summary":"The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.Black Friday and Cyber Monday are behind us. With that, the 2021 holiday season in the US and parts of the world has officially begun. Consumer product and service companies like Apple are staring into the busiest weeks of sales in the year.Figure 1: Apple's iPhone, Apple Watch and Air Pods boxes.Today, the Apple Maven talks about what A","content":"<p>The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.</p>\n<p>Black Friday and Cyber Monday are behind us. With that, the 2021 holiday season in the US and parts of the world has officially begun. Consumer product and service companies like Apple are staring into the busiest weeks of sales in the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84c9d46c1a03b350ba81dcd1e6e39c83\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone, Apple Watch and Air Pods boxes.</span></p>\n<p>Today, the Apple Maven talks about what Apple stock&nbsp;investors should think about as the shopping season kicks into gear.</p>\n<p><b>Apple to benefit from strong consumer</b></p>\n<p>At the highest level possible, Apple is likely to benefit from a rising tide that lifts all boats in 2021. The chart below clearly shows that consumer spending in the US has not only recovered from the 2020 flash recession, but it has been “making up for lost time”. Spending trends have even accelerated slightly compared to the pre-pandemic period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edfb88f466fa1cfe1c35bddbd1cf1bb7\" tg-width=\"756\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Figure 2: Consumer spending in US.</span></p>\n<p>Regarding the holiday period, however, consumer product and service sales may look a bit atypical. Adobe has recently&nbsp;reported&nbsp;that Black Friday activity online dropped year-over-year for the first time ever. Online sales reached $8.9 billion, lower than 2020’s $9 billion.</p>\n<p>Without context, these numbers may look concerning. But once again, there is nothing typical about this COVID-19 crisis. Black Friday likely suffered from (1) consumers buying earlier than usual, to avoid delayed deliveries in late November and December, and (2) supply chain constraints causing shortages and missed sales opportunities.</p>\n<p><b>Apple could do better than average</b></p>\n<p>The demand scenario described above is at least modestly optimistic, in my view, even if not without challenges on the supply side. Even so, I think that Apple has a good chance of performing better than average in the next few weeks.</p>\n<p>For starters, the Cupertino company is&nbsp;one of the best in the world at managing inventory&nbsp;and supply chain. Consider, however, that CEO Tim Cook&nbsp;has already warned of an impact&nbsp;of $6 billion to revenues in the holiday quarter caused by the production and logistics bottlenecks.</p>\n<p>Second, the demand for Apple’s products and services seems unshaken.I have discussed a few times that the iPhone, for example, is likely to have its best years of sales ever in fiscal 2021 and 2022. Not even the tough comps introduced by the first 5G-capable model will likely be enough to steal the thunder of a well-received iPhone 13.</p>\n<p><b>But how about AAPL stock?</b></p>\n<p>Keep in mind that financial performance, especially in the short term, does not always correlate with share price movements. In fact, any impact that the holiday P&amp;L results may have on Apple stock would likely not happen until late January 2022, when the company reports fiscal Q1 earnings.</p>\n<p>For the immediate term, Apple investors should keep in mind that the stock’s&nbsp;seasonal patterns have been historically unfavorable&nbsp;around this time of the year. The chart below shows that AAPL has clearly underperformed in November through January. Will this time be any different? Only time will tell.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4c72a2f9720f472ceba32b24f4a2a78\" tg-width=\"682\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Figure 3: AAPL average monthly return since iPhone launch.</span></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>Apple Stock: What to Expect During the Holiday Season</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 Stock: What to Expect During the Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-holiday-season-starts-what-next><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.\nBlack Friday and Cyber Monday are ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-holiday-season-starts-what-next\">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/stock/apple-stock-holiday-season-starts-what-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158390889","content_text":"The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.\nBlack Friday and Cyber Monday are behind us. With that, the 2021 holiday season in the US and parts of the world has officially begun. Consumer product and service companies like Apple are staring into the busiest weeks of sales in the year.\nFigure 1: Apple's iPhone, Apple Watch and Air Pods boxes.\nToday, the Apple Maven talks about what Apple stock investors should think about as the shopping season kicks into gear.\nApple to benefit from strong consumer\nAt the highest level possible, Apple is likely to benefit from a rising tide that lifts all boats in 2021. The chart below clearly shows that consumer spending in the US has not only recovered from the 2020 flash recession, but it has been “making up for lost time”. Spending trends have even accelerated slightly compared to the pre-pandemic period.\nFigure 2: Consumer spending in US.\nRegarding the holiday period, however, consumer product and service sales may look a bit atypical. Adobe has recently reported that Black Friday activity online dropped year-over-year for the first time ever. Online sales reached $8.9 billion, lower than 2020’s $9 billion.\nWithout context, these numbers may look concerning. But once again, there is nothing typical about this COVID-19 crisis. Black Friday likely suffered from (1) consumers buying earlier than usual, to avoid delayed deliveries in late November and December, and (2) supply chain constraints causing shortages and missed sales opportunities.\nApple could do better than average\nThe demand scenario described above is at least modestly optimistic, in my view, even if not without challenges on the supply side. Even so, I think that Apple has a good chance of performing better than average in the next few weeks.\nFor starters, the Cupertino company is one of the best in the world at managing inventory and supply chain. Consider, however, that CEO Tim Cook has already warned of an impact of $6 billion to revenues in the holiday quarter caused by the production and logistics bottlenecks.\nSecond, the demand for Apple’s products and services seems unshaken.I have discussed a few times that the iPhone, for example, is likely to have its best years of sales ever in fiscal 2021 and 2022. Not even the tough comps introduced by the first 5G-capable model will likely be enough to steal the thunder of a well-received iPhone 13.\nBut how about AAPL stock?\nKeep in mind that financial performance, especially in the short term, does not always correlate with share price movements. In fact, any impact that the holiday P&L results may have on Apple stock would likely not happen until late January 2022, when the company reports fiscal Q1 earnings.\nFor the immediate term, Apple investors should keep in mind that the stock’s seasonal patterns have been historically unfavorable around this time of the year. The chart below shows that AAPL has clearly underperformed in November through January. Will this time be any different? Only time will tell.\nFigure 3: AAPL average monthly return since iPhone launch.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849878432,"gmtCreate":1635746596203,"gmtModify":1635746596203,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>Up or down?","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>Up or down?","text":"$Meta Platforms, Inc.(FB)$Up or 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sell?","images":[{"img":"https://static.tigerbbs.com/89536e05224414a875b7e5342f2a1b62","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850764647","isVote":1,"tweetType":1,"viewCount":2346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":886758528,"gmtCreate":1631627620864,"gmtModify":1631885825437,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>nice&nbsp;","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>nice&nbsp;","text":"$MP Materials Corp.(MP)$nice","images":[{"img":"https://static.tigerbbs.com/2f1ab368e2d1dd18847629c63a428146","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886758528","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883955498,"gmtCreate":1631197958114,"gmtModify":1631890206884,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"Keep?","listText":"Keep?","text":"Keep?","images":[{"img":"https://static.tigerbbs.com/62a724657062eef1db5f744a4db57c5d","width":"1125","height":"3526"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883955498","isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":817080003,"gmtCreate":1630890767302,"gmtModify":1631884410588,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SOFI 20210917 13.5 PUT(SOFI)$</a>🤔","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SOFI 20210917 13.5 PUT(SOFI)$</a>🤔","text":"$SOFI 20210917 13.5 PUT(SOFI)$🤔","images":[{"img":"https://static.tigerbbs.com/bbb2302853a5299b542e9e5556571980","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817080003","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":834611536,"gmtCreate":1629796191725,"gmtModify":1631890206890,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"How true is this?","listText":"How true is this?","text":"How true is this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834611536","repostId":"1170452539","repostType":4,"repost":{"id":"1170452539","kind":"news","pubTimestamp":1629794615,"share":"https://ttm.financial/m/news/1170452539?lang=&edition=full","pubTime":"2021-08-24 16:43","market":"us","language":"en","title":"Intel Has 3 Big Advantages Over Nvidia And AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1170452539","media":"seekingalpha","summary":"Summary\n\nIntel has three big advantages over AMD & Nvidia - Western Fabs, Scale, and Free Cash Flow ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Intel has three big advantages over AMD &amp; Nvidia - Western Fabs, Scale, and Free Cash Flow Optionality.</li>\n <li>Intel's stock is worth $93.21, i.e., it is undervalued by ~45%. Due to limited downside risk and double-digit expected returns, Intel's stock is a good investment for DGI investors.</li>\n <li>I rate Intel a buy at $52 for dividend growth investors.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0461514230769eb3653c592b9e4eb86\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>JHVEPhoto/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>In recent years, Intel(NASDAQ:INTC)&nbsp;has fallen behind Nvidia(NASDAQ:NVDA)&nbsp;and AMD(NASDAQ:AMD)&nbsp;from a technological standpoint (resulting in market share losses) due to its well-established manufacturing process woes. Now, Intel continues to rake in record amounts of annual revenues [~$75B (and produces massive amounts of free cash flow)]; however, revenue growth is disappearing along with long-term customers such as Apple(NASDAQ:AAPL)[Chips for Macs are now designed in-house]. Intel is facing increased competition in all of its markets (CPUs, GPUs, IPUs, data centers, and others) from rivals who are growing aggressively and taking market share away from Intel.</p>\n<p>Under the leadership of its new CEO,Pat Gelsinger, Intel is looking to move in a new direction with its \"IDM 2.0 strategy\". Last week, Intel presentedmultiple new architecturesthat will be powering its future product lineup that Intel had previously showcased while announcing the IDM 2.0 strategy. Since taking over at Intel, Gelsinger has quickly moved to change the mood and narrative around the company, andArchitecture Day 2021was another positive event.</p>\n<p>Having an engineer at the helm of Intel was critical due to repetitive failures from previous management. Gelsinger, who previously served as the first CTO of Intel, has been quick to acknowledge Intel's failures, and although his vision is for Intel to remain a semiconductor manufacturer (even turn into a foundry service), he is nimble enough to outsource advanced technology manufacturing to foundry rivals. During the presentation last week, Intel announced a larger partnership with TSMC(NYSE:TSM), which will see Intel's Alchemist family of discrete GPUs built on TSMC's 6nm technology. Now, according to Gelsinger, Intel could regain manufacturing process leadership in 2025. However, in the meantime, Intel's new mixed-sourcing strategy will allow the company to deliver market-leading products that can compete effectively with its rivals [AMD and Nvidia] right away. Thereby stemming market share losses &amp; potentially winning some of it back [in CPUs and data center markets] while establishing a sizeable market share in other markets [viz. GPUs, IPUs, etc]. At the moment, the demand for semiconductor chips is through the roof, and so, Intel's IDM 2.0 strategy stands a good chance of working out well.</p>\n<p>Despite the market narrative around the company, Intel is selling everything it is able to produce at the moment. Due to a massive chip shortage, the demand-supply balance in the semiconductor industry is heavily skewed towards demand, and this equation is unlikely to be rebalanced until 2023. And so, Intel's near-term future is more than secure. The outcome of Intel's \"IDM 2.0 strategy\" will be apparent within the next couple of years, and we will see if Intel can return to faster revenue growth numbers under Gelsinger's leadership. If Intel manages to do that, the stock could get re-rated to a (much) higher trading multiple.</p>\n<p>In the past,I have liked the idea of a fabless Intel; however, Intel's manufacturing capabilities are critical to U.S. national security and supply chain resilience. The uncertain China-Taiwan situation represents heightened geopolitical risks for the global semiconductor industry. Therefore, I support Intel's ambitious foundry plans despite the unending manufacturing process challenges (maybe Pat is the guy to solve it).</p>\n<p>Today, Intel is not a market darling anymore. When it comes to the semiconductor sector, most investors prefer to invest in Intel's fast-growing rivals, such as Nvidia or AMD (and it's been that way for quite some time). Intel's current valuation of $212B (~2.75x P/S) in this market environment is ridiculously cheap. The market is pricing Intel for failure. However, in my opinion, Intel holds at least three big advantages over its major competitors:</p>\n<ul>\n <li>Western Fabs</li>\n <li>Scale</li>\n <li>Free Cash Flow Optionality</li>\n</ul>\n<p>The above-mentioned advantages will likely allow Intel to survive and thrive over the next decade and beyond. Before we determine Intel's valuation to formulate an investment decision, let's discuss each of these advantages in more detail.</p>\n<p><b>Intel's Big Advantages Over AMD &amp; Nvidia1. Western Fabs</b></p>\n<p>In recent times, the semiconductor supply chains have faced severe shortages leading to massive loss of sales across various end industries (e.g., auto industry, etc.). The coronavirus pandemic exposed the concentration risk in our global supply chains, and global organizations are in dire need of (more geographically) balanced semiconductor supply chains.</p>\n<p>Intel's major competitors Nvidia and AMD are fabless semiconductor companies, i.e., they design their chips in-house and get them manufactured at foundries such as Taiwan's TSMC and South Korea's Samsung(OTC:SSNLF). As you may be aware, TSMC's manufacturing process technology is currently the gold standard in the semiconductor industry. China wants to retake Taiwan (a democratic island situated right off the shore of mainland China) back into its fold. Hence, the current semiconductor supply chain carries massive geopolitical risks.</p>\n<p>As of Q2 2021, Intel owns property, plant, and equipment worth ~$58B [largest manufacturing assets among semiconductor manufacturers], and these fabs are located in the Western hemisphere. Intel is probably the only company that can serve as a western alternative to TSMC and Samsung. Therefore, Intel's western fabs are likely to emerge a big advantage over rivals AMD and Nvidia as global organizations look at diversifying their supply chains. Intel recently reported that Amazon(NASDAQ:AMZN)and Qualcomm(NASDAQ:QCOM)have signed up for their newly created foundry business as early customers. And it is only a matter of time before the likes of Apple, Tesla(NASDAQ:TSLA), and many other large corporations start using Intel's US and Europe-based fabs to build their products in the Western hemisphere.</p>\n<p>In the interest of national security, the United States needs to have advanced semiconductor manufacturing capabilities on American soil. And Intel is the only company that can rise up to meeting critical infrastructure needs for the US and other western countries. Hence, Intel is an essential semiconductor company for the United States.</p>\n<p><b>2. Scale</b></p>\n<p>Intel may not be the dominant semiconductor company it once was; however, it is still the largest chip supplier (by revenue) across the globe. Even though Intel's operating margins have trended lower in recent years (probably due to a stronger competitive environment), they remain best-in-class. With Intel's new strategy of outsourcing its advanced technology manufacturing needs to already-overburdened foundry services rivals - TSMC and Samsung - Intel can stem the growth of AMD and Nvidia to some extent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/925340a0ba026cf26bd46ebc40035803\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"><span>Source: YCharts</span></p>\n<p>Due to Intel's massive size as a customer, foundries such as TSMC are better off partnering with Intel compared to their existing relations with the AMDs and Nvidias of this world. As per the latest announcements from the Architecture Day 2021 presentation, Intel will be collaborating with TSMC on its new Alchemist family of discrete GPUs. In my opinion, this move is just the start of a deeper relationship between the two companies. Over the next few years, I expect Intel to become one of TSMC's largest clients, and once that happens, it will be able to gain access to TSMC's latest manufacturing process innovations before smaller rivals such as AMD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b56dbc43d8b71951ba2643bf273d5cf\" tg-width=\"640\" tg-height=\"327\" width=\"100%\" height=\"auto\"><span>Source:Intel Architecture Day Presentation</span></p>\n<p>Therefore, I think Intel's scale is a massive advantage for the company as it embarks into a new era with its mixed-sourcing strategy. At the moment, TSMC is flooded with demand for its wafers but constrained by supply capacity. Hence, the idea of TSMC taking care of advanced technology manufacturing (higher-margin business) and outsourcing some of its other chip manufacturing work to Intel's foundry could turn into reality in the next few years. My point is that the deepening Intel-TSMC partnership could soon become a problem for smaller rivals such as AMD and Nvidia, which are completely reliant on external foundry services.</p>\n<p><b>3. Free Cash Flow Optionality</b></p>\n<p>Intel is a free cash flow machine. The chip giant has generated ~$32B in cash flow from operations and $16B in free cash flow in the last twelve months. As you can see below, Intel generates much higher FCF than its rivals - 3x Nvidia's FCF and ~6.5x AMD's FCF.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ee462b0f6b4d7afb3fb99295b387006\" tg-width=\"640\" tg-height=\"379\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>Under previous leadership, Intel's policy focused on returning the majority of its free cash flow back to shareholders in the form of dividends and stock buybacks. As Intel started losing its product leadership and monopolistic market share, the management kept inflating its stock buybacks. The financial engineering attempt has more or less failed to garner much success in lifting Intel's market cap, which is now lower than it was three years back.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4265b5fdf8bfe0e368e1d3319fdfaf\" tg-width=\"640\" tg-height=\"379\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p>\n<p>In the near term, Intel's free cash flow generation is likely to remain robust due to an extremely strong demand environment in the chip sector. Therefore, Intel's new leadership team has ample resources to orchestrate a turnaround at the company. Gelsinger has already made some big moves by entering the foundry services business, and a $20B commitment to building two new fabs in Arizona is just the first step. I believe Intel's plan to become a Western alternative to TSMC and Samsung foundry holds merit. The world needs a balanced semiconductor supply chain, and as we discussed before, Intel is probably the only company that can deliver at-scale foundry services on Western soil.</p>\n<p><b>Intel Is Massively Undervalued</b></p>\n<p>To determine Intel's fair value, we will employ our proprietary valuation model. Here's what it entails:</p>\n<ul>\n <li><p>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p></li>\n <li><p>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p></li>\n <li><p>In step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p></li>\n <li>In step 4, the model accounts for dividends.</li>\n</ul>\n<p><b>Assumptions:</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><p>Forward 12-month revenue [A]</p></td>\n   <td><p>$75 billion</p></td>\n  </tr>\n  <tr>\n   <td><p>Potential Free Cash Flow Margin [B]</p></td>\n   <td><p>25%</p></td>\n  </tr>\n  <tr>\n   <td><p>Average diluted shares outstanding [C]</p></td>\n   <td><p>4.084 billion</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share [ D = (A * B) / C ]</p></td>\n   <td><p>$4.59</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share growth rate (generous estimate)</p></td>\n   <td><p>5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Terminal growth rate</p></td>\n   <td><p>2%</p></td>\n  </tr>\n  <tr>\n   <td><p>Years of elevated growth</p></td>\n   <td><p>10</p></td>\n  </tr>\n  <tr>\n   <td><p>Total years to stimulate</p></td>\n   <td><p>100</p></td>\n  </tr>\n  <tr>\n   <td><p>Discount Rate (Our \"Next Best Alternative\")</p></td>\n   <td><p>9.8%</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Here are the results:</b></p>\n<p>Source: L.A. Stevens Valuation Model</p>\n<p>As you can see, Intel is worth $93.21 per share, i.e., it is undervalued by ~44%. The assumptions utilized in this valuation exercise are conservative, giving us an adequate margin of safety. Now, let us analyze Intel's expected returns to see if the stock is worth buying or not.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d8528f0eaaf22385ddff0c572ac7247\" tg-width=\"605\" tg-height=\"772\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>As per these results, if one were to buy Intel at today's price of $52 and hold the stock for 10 years, they could expect share price appreciation at 11.14% CAGR. Considering Intel's dividend payouts, the total expected CAGR return without dividend reinvestment is 12.54%, and the total expected CAGR return with dividend reinvestment is 13.57% CAGR.</p>\n<p>Since these returns are higher than the hurdle rate (9.8%) of our dividend portfolio, I like Intel as a dividend growth investment.</p>\n<p><b>Concluding Thoughts</b></p>\n<p>Although Intel is no longer the gold standard in the semiconductor industry, the blue team should not be discounted out just yet. In my opinion, the powerful combination of Intel's at-scale manufacturing capabilities (on western soil) and massive financial nous should enable Gelsinger and Co. to power a turnaround at Intel.</p>\n<p>In relation to the semiconductor sector, Intel's stock is priced for failure; however, the pessimism represents an opportunity to outperform the market. The Intel turnaround story under Pat Gelsinger is probably a multi-year play, but Intel's massive free cash flow generation and reasonable dividend make it a good investment idea for dividend growth investors. The stock is significantly undervalued, and so, this investment could result in surprisingly positive share price appreciation over the next few years. In case of a downturn in the semiconductor sector (it is a cyclical industry), Intel's strong balance sheet and low valuation (compared to peers) should enable the company to outperform its rivals.</p>\n<p><i>Key Takeaway: I rate Intel a buy for DGI investors at $52.</i></p>\n<p>Thanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.</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>Intel Has 3 Big Advantages Over Nvidia And AMD</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\">\nIntel Has 3 Big Advantages Over Nvidia And AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451160-intel-stock-3-big-advantages-over-nvidia-amd><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIntel has three big advantages over AMD & Nvidia - Western Fabs, Scale, and Free Cash Flow Optionality.\nIntel's stock is worth $93.21, i.e., it is undervalued by ~45%. Due to limited downside...</p>\n\n<a href=\"https://seekingalpha.com/article/4451160-intel-stock-3-big-advantages-over-nvidia-amd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4451160-intel-stock-3-big-advantages-over-nvidia-amd","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170452539","content_text":"Summary\n\nIntel has three big advantages over AMD & Nvidia - Western Fabs, Scale, and Free Cash Flow Optionality.\nIntel's stock is worth $93.21, i.e., it is undervalued by ~45%. Due to limited downside risk and double-digit expected returns, Intel's stock is a good investment for DGI investors.\nI rate Intel a buy at $52 for dividend growth investors.\n\nJHVEPhoto/iStock Editorial via Getty Images\nIntroduction\nIn recent years, Intel(NASDAQ:INTC) has fallen behind Nvidia(NASDAQ:NVDA) and AMD(NASDAQ:AMD) from a technological standpoint (resulting in market share losses) due to its well-established manufacturing process woes. Now, Intel continues to rake in record amounts of annual revenues [~$75B (and produces massive amounts of free cash flow)]; however, revenue growth is disappearing along with long-term customers such as Apple(NASDAQ:AAPL)[Chips for Macs are now designed in-house]. Intel is facing increased competition in all of its markets (CPUs, GPUs, IPUs, data centers, and others) from rivals who are growing aggressively and taking market share away from Intel.\nUnder the leadership of its new CEO,Pat Gelsinger, Intel is looking to move in a new direction with its \"IDM 2.0 strategy\". Last week, Intel presentedmultiple new architecturesthat will be powering its future product lineup that Intel had previously showcased while announcing the IDM 2.0 strategy. Since taking over at Intel, Gelsinger has quickly moved to change the mood and narrative around the company, andArchitecture Day 2021was another positive event.\nHaving an engineer at the helm of Intel was critical due to repetitive failures from previous management. Gelsinger, who previously served as the first CTO of Intel, has been quick to acknowledge Intel's failures, and although his vision is for Intel to remain a semiconductor manufacturer (even turn into a foundry service), he is nimble enough to outsource advanced technology manufacturing to foundry rivals. During the presentation last week, Intel announced a larger partnership with TSMC(NYSE:TSM), which will see Intel's Alchemist family of discrete GPUs built on TSMC's 6nm technology. Now, according to Gelsinger, Intel could regain manufacturing process leadership in 2025. However, in the meantime, Intel's new mixed-sourcing strategy will allow the company to deliver market-leading products that can compete effectively with its rivals [AMD and Nvidia] right away. Thereby stemming market share losses & potentially winning some of it back [in CPUs and data center markets] while establishing a sizeable market share in other markets [viz. GPUs, IPUs, etc]. At the moment, the demand for semiconductor chips is through the roof, and so, Intel's IDM 2.0 strategy stands a good chance of working out well.\nDespite the market narrative around the company, Intel is selling everything it is able to produce at the moment. Due to a massive chip shortage, the demand-supply balance in the semiconductor industry is heavily skewed towards demand, and this equation is unlikely to be rebalanced until 2023. And so, Intel's near-term future is more than secure. The outcome of Intel's \"IDM 2.0 strategy\" will be apparent within the next couple of years, and we will see if Intel can return to faster revenue growth numbers under Gelsinger's leadership. If Intel manages to do that, the stock could get re-rated to a (much) higher trading multiple.\nIn the past,I have liked the idea of a fabless Intel; however, Intel's manufacturing capabilities are critical to U.S. national security and supply chain resilience. The uncertain China-Taiwan situation represents heightened geopolitical risks for the global semiconductor industry. Therefore, I support Intel's ambitious foundry plans despite the unending manufacturing process challenges (maybe Pat is the guy to solve it).\nToday, Intel is not a market darling anymore. When it comes to the semiconductor sector, most investors prefer to invest in Intel's fast-growing rivals, such as Nvidia or AMD (and it's been that way for quite some time). Intel's current valuation of $212B (~2.75x P/S) in this market environment is ridiculously cheap. The market is pricing Intel for failure. However, in my opinion, Intel holds at least three big advantages over its major competitors:\n\nWestern Fabs\nScale\nFree Cash Flow Optionality\n\nThe above-mentioned advantages will likely allow Intel to survive and thrive over the next decade and beyond. Before we determine Intel's valuation to formulate an investment decision, let's discuss each of these advantages in more detail.\nIntel's Big Advantages Over AMD & Nvidia1. Western Fabs\nIn recent times, the semiconductor supply chains have faced severe shortages leading to massive loss of sales across various end industries (e.g., auto industry, etc.). The coronavirus pandemic exposed the concentration risk in our global supply chains, and global organizations are in dire need of (more geographically) balanced semiconductor supply chains.\nIntel's major competitors Nvidia and AMD are fabless semiconductor companies, i.e., they design their chips in-house and get them manufactured at foundries such as Taiwan's TSMC and South Korea's Samsung(OTC:SSNLF). As you may be aware, TSMC's manufacturing process technology is currently the gold standard in the semiconductor industry. China wants to retake Taiwan (a democratic island situated right off the shore of mainland China) back into its fold. Hence, the current semiconductor supply chain carries massive geopolitical risks.\nAs of Q2 2021, Intel owns property, plant, and equipment worth ~$58B [largest manufacturing assets among semiconductor manufacturers], and these fabs are located in the Western hemisphere. Intel is probably the only company that can serve as a western alternative to TSMC and Samsung. Therefore, Intel's western fabs are likely to emerge a big advantage over rivals AMD and Nvidia as global organizations look at diversifying their supply chains. Intel recently reported that Amazon(NASDAQ:AMZN)and Qualcomm(NASDAQ:QCOM)have signed up for their newly created foundry business as early customers. And it is only a matter of time before the likes of Apple, Tesla(NASDAQ:TSLA), and many other large corporations start using Intel's US and Europe-based fabs to build their products in the Western hemisphere.\nIn the interest of national security, the United States needs to have advanced semiconductor manufacturing capabilities on American soil. And Intel is the only company that can rise up to meeting critical infrastructure needs for the US and other western countries. Hence, Intel is an essential semiconductor company for the United States.\n2. Scale\nIntel may not be the dominant semiconductor company it once was; however, it is still the largest chip supplier (by revenue) across the globe. Even though Intel's operating margins have trended lower in recent years (probably due to a stronger competitive environment), they remain best-in-class. With Intel's new strategy of outsourcing its advanced technology manufacturing needs to already-overburdened foundry services rivals - TSMC and Samsung - Intel can stem the growth of AMD and Nvidia to some extent.\nSource: YCharts\nDue to Intel's massive size as a customer, foundries such as TSMC are better off partnering with Intel compared to their existing relations with the AMDs and Nvidias of this world. As per the latest announcements from the Architecture Day 2021 presentation, Intel will be collaborating with TSMC on its new Alchemist family of discrete GPUs. In my opinion, this move is just the start of a deeper relationship between the two companies. Over the next few years, I expect Intel to become one of TSMC's largest clients, and once that happens, it will be able to gain access to TSMC's latest manufacturing process innovations before smaller rivals such as AMD.\nSource:Intel Architecture Day Presentation\nTherefore, I think Intel's scale is a massive advantage for the company as it embarks into a new era with its mixed-sourcing strategy. At the moment, TSMC is flooded with demand for its wafers but constrained by supply capacity. Hence, the idea of TSMC taking care of advanced technology manufacturing (higher-margin business) and outsourcing some of its other chip manufacturing work to Intel's foundry could turn into reality in the next few years. My point is that the deepening Intel-TSMC partnership could soon become a problem for smaller rivals such as AMD and Nvidia, which are completely reliant on external foundry services.\n3. Free Cash Flow Optionality\nIntel is a free cash flow machine. The chip giant has generated ~$32B in cash flow from operations and $16B in free cash flow in the last twelve months. As you can see below, Intel generates much higher FCF than its rivals - 3x Nvidia's FCF and ~6.5x AMD's FCF.\nSource: YCharts\nUnder previous leadership, Intel's policy focused on returning the majority of its free cash flow back to shareholders in the form of dividends and stock buybacks. As Intel started losing its product leadership and monopolistic market share, the management kept inflating its stock buybacks. The financial engineering attempt has more or less failed to garner much success in lifting Intel's market cap, which is now lower than it was three years back.\nSource: YCharts\nIn the near term, Intel's free cash flow generation is likely to remain robust due to an extremely strong demand environment in the chip sector. Therefore, Intel's new leadership team has ample resources to orchestrate a turnaround at the company. Gelsinger has already made some big moves by entering the foundry services business, and a $20B commitment to building two new fabs in Arizona is just the first step. I believe Intel's plan to become a Western alternative to TSMC and Samsung foundry holds merit. The world needs a balanced semiconductor supply chain, and as we discussed before, Intel is probably the only company that can deliver at-scale foundry services on Western soil.\nIntel Is Massively Undervalued\nTo determine Intel's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the 10 years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\nIn step 4, the model accounts for dividends.\n\nAssumptions:\n\n\n\nForward 12-month revenue [A]\n$75 billion\n\n\nPotential Free Cash Flow Margin [B]\n25%\n\n\nAverage diluted shares outstanding [C]\n4.084 billion\n\n\nFree cash flow per share [ D = (A * B) / C ]\n$4.59\n\n\nFree cash flow per share growth rate (generous estimate)\n5%\n\n\nTerminal growth rate\n2%\n\n\nYears of elevated growth\n10\n\n\nTotal years to stimulate\n100\n\n\nDiscount Rate (Our \"Next Best Alternative\")\n9.8%\n\n\n\nHere are the results:\nSource: L.A. Stevens Valuation Model\nAs you can see, Intel is worth $93.21 per share, i.e., it is undervalued by ~44%. The assumptions utilized in this valuation exercise are conservative, giving us an adequate margin of safety. Now, let us analyze Intel's expected returns to see if the stock is worth buying or not.\nSource: L.A. Stevens Valuation Model\nAs per these results, if one were to buy Intel at today's price of $52 and hold the stock for 10 years, they could expect share price appreciation at 11.14% CAGR. Considering Intel's dividend payouts, the total expected CAGR return without dividend reinvestment is 12.54%, and the total expected CAGR return with dividend reinvestment is 13.57% CAGR.\nSince these returns are higher than the hurdle rate (9.8%) of our dividend portfolio, I like Intel as a dividend growth investment.\nConcluding Thoughts\nAlthough Intel is no longer the gold standard in the semiconductor industry, the blue team should not be discounted out just yet. In my opinion, the powerful combination of Intel's at-scale manufacturing capabilities (on western soil) and massive financial nous should enable Gelsinger and Co. to power a turnaround at Intel.\nIn relation to the semiconductor sector, Intel's stock is priced for failure; however, the pessimism represents an opportunity to outperform the market. The Intel turnaround story under Pat Gelsinger is probably a multi-year play, but Intel's massive free cash flow generation and reasonable dividend make it a good investment idea for dividend growth investors. The stock is significantly undervalued, and so, this investment could result in surprisingly positive share price appreciation over the next few years. In case of a downturn in the semiconductor sector (it is a cyclical industry), Intel's strong balance sheet and low valuation (compared to peers) should enable the company to outperform its rivals.\nKey Takeaway: I rate Intel a buy for DGI investors at $52.\nThanks for reading, and happy investing. Please share your thoughts, concerns, and/or questions in the comments section below.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833771744,"gmtCreate":1629268749188,"gmtModify":1631885478905,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"Intel","listText":"Intel","text":"Intel","images":[{"img":"https://static.tigerbbs.com/e00e3f42544929729e8f8d3deec77b97","width":"1125","height":"3439"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833771744","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895792265,"gmtCreate":1628771766757,"gmtModify":1631890206915,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"What?","listText":"What?","text":"What?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895792265","repostId":"1124285877","repostType":4,"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896183692,"gmtCreate":1628561572916,"gmtModify":1631885747746,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>Looking great","listText":"<a href=\"https://laohu8.com/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>Looking great","text":"$ChargePoint Holdings Inc.(CHPT)$Looking great","images":[{"img":"https://static.tigerbbs.com/3c904692dd1c12d43748fa065c464ce4","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896183692","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806866844,"gmtCreate":1627649847688,"gmtModify":1631890206900,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806866844","repostId":"1135561812","repostType":4,"repost":{"id":"1135561812","kind":"news","pubTimestamp":1627637430,"share":"https://ttm.financial/m/news/1135561812?lang=&edition=full","pubTime":"2021-07-30 17:30","market":"us","language":"en","title":"AMD: Still Growing, Still Undervalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1135561812","media":"seekingalpha","summary":"AMD's margin gains are driven by growing strength in end markets.AMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.AMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.The most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors  and Radeon graphic cards. The uptick in g","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's margin gains are driven by growing strength in end markets.</li>\n <li>AMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.</li>\n <li>The semiconductor firm could be a $6.0B free cash flow business next year, even if growth slows down.</li>\n <li>AMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e6e179318de667e33987f1b4a2afb27\" tg-width=\"768\" tg-height=\"512\" width=\"100%\" height=\"auto\"><span>Jay_Zynism/iStock via Getty Images</span></p>\n<p>AMD (AMD) made a splash yesterday after the semiconductor company reported growth and margins that were even better than what was expected. AMD’s revenue acceleration and strong gross margin expansion make a strong case for upside in the stock.</p>\n<p><b>Why AMD is worth $120</b></p>\n<p>Before I dive into AMD’s latestresults, let’s quickly recap what the firm’s guidance was for the last quarter. For Q2’21, AMD expected a minimum of $3.5B in revenues with “high case” guidance implying 7% revenue growth Q/Q and a gross margin of 47%.</p>\n<p>I expected AMD’s revenues to hit the high end of guidance ($3.7B), to have a minimum free cash flow of $895M (8% Q/Q growth) and a free cash flow margin of 24%. Given the acceleration of sales in higher-priced Ryzen desktop and notebook processors and GPUs as well as higher average selling prices/ASPs driven by broad-based strength in end markets, I expected AMD to beat its own margin guidance and report a gross margin of 48% for Q2’21. I also predicted a refreshment of AMD’s gross margin guidance due to strength in CPU and GPU ASPs. I laid out my forecast for AMD’s Q2’21 earnings in detail inAMD: On The Road To $5 Billion In Annual Free Cash Flow.</p>\n<p>Turning to AMD’s actual results, the semiconductor firm proved once more that it is firing on all cylinders. AMD’s Q2’21 revenues were $3,850M, $150M above the high-end of guidance and up 12% Q/Q, with revenue momentum continuing in both Graphics/Computing and Enterprise markets. Graphics/Computing revenues increased 7% Q/Q to $2,250M because of higher client and graphic processor sales as well as strengthening ASPs. Enterprise, which has become the driver of AMD’s sales growth in recent quarters, saw Q2'21 revenues of $1.6B, up 19% Q/Q. Enterprise revenues continued to accelerate in Q2'21, after AMD recorded 5% Q/Q revenue growth in Q1'21.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ec3e9d1f0b7d59915f9db8790725803\" tg-width=\"1039\" tg-height=\"587\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>The most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors (both mobile and desktop) and Radeon graphic cards. The uptick in gross margins in Q2’21 marked the third straight quarter of margin expansion for AMD and I don’t believe AMD has seen the end of this trend yet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dca6426ffa1332827a6774554d499c36\" tg-width=\"1048\" tg-height=\"566\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>Turning to cash flow.</p>\n<p>AMD reported cash flow from operating activities of $952M and free cash flow of $888M, $7M short of my expectation, but still almost six times more than a year ago. As AMD continues to see strong revenue growth tailwinds in both Computing/Graphics and Enterprise end markets, I believe AMD could grow its free cash flow margin to 30% by the end of next year. AMD raised its revenue guidance for FY 2021 (discussed later) by $1.0B which means I am also refreshing my free cash flow expectations for this year and next year.</p>\n<p>AMD expects to have revenues of $15.6B this year. Assuming a stable free cash flow margin of 23-24%, AMD is looking at free cash flow of $3.6B to $3.7B. Revenue estimates for next year are not refreshed yet, but AMD should have revenues of at least $20B in FY 2022 (assuming 25% Y/Y growth), implying free cash flow of $4.6B to $4.8B next year… and these estimates do not account for the possibility that AMD’s 3rd-gen EPYC Milan-powered server processors and higher-priced GPUs improve AMD’s free cash flow margin. A 30% free cash flow margin next year implies a free cash flow of $6.0B.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ea23b7429f2edd8ce6dda945a88daa7\" tg-width=\"819\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>AMD is guiding for $4.1B in revenues +/- $100 million and the firm refreshed its FY 2021 revenue and gross margin guidance (as predicted). AMD now expects 60% revenue growth for FY 2021 (before 50%) and a gross margin of 48% (before 47%). Assuming 60% revenue growth, AMD is now looking at full year revenues of $15.6B (before $14.6B), so AMD's new guidance calls for $1.0B in additional revenues that were so far not priced into AMD’s market value.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e5c3c579e4a6472ae2c495a325b9a2b\" tg-width=\"1038\" tg-height=\"572\" width=\"100%\" height=\"auto\"><span>(Source:AMD)</span></p>\n<p>AMD’s higher gross margins and sales guidance create a potent force for the firm’s stock to revalue higher. Because of the recent dip in AMD’s shares and the addition of $1.0B in revenues, AMD’s dollar sales growth has become even cheaper after earnings. AMD’s dollar sales growth is valued lower than Nvidia’s and AMD is growing potentially at a faster rate: AMD's revenue guidance calls for 60% Y/Y growth and estimates for Nvidia imply \"only\" 49% Y/Y revenue growth for FY 2021. AMD has a market-capitalization-to-earnings ratio of 42.5 which is low for a firm that grows revenues 60% and that has a gross margin closing in on 50%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653c9dd9d37a4abd742703bd87dd3534\" tg-width=\"908\" tg-height=\"312\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p>Nvidia’s P-E ratio based on an FY 2022 EPS of $17.29 is 44.5. If AMD earnings growth (FY 2022 EPS of $2.71) was valued the same as Nvidia’s, AMD’s fair price would be $120 ($2.71 x 44.5 earnings multiplier factor), indicating 17% upside.</p>\n<p><b>Challenges to my price target</b></p>\n<p>The biggest opportunities and the biggest risks for AMD are tied to gross margins. AMD is having a year of strong revenue acceleration and margin growth, which is the chief reason why I believe AMD can revalue higher. But gross margins can't grow 3-4 PP every quarter. If AMD's gross margin expansion slows, or worse, gross margins drop back to 40%, decreasing stock returns for AMD are likely. A reversal in the gross margin trend would change my opinion on AMD and put my $120 stock price target in jeopardy.</p>\n<p>Softening ASPs for CPUs and graphic chips are likely going to be the canary in the coal mine and could indicate weakening end markets for AMD ahead of time. Softer end markets imply AMD's revenue growth will slow which could result in a lower earnings multiplier factor by which AMD's profits are valued. I don't believe AMD is overvalued based on earnings, but the market may disagree with my assessment at any time.</p>\n<p><b>Final thoughts</b></p>\n<p>AMD reported impressive revenue growth and gross margins for Q2. AMD's raised guidance and Q/Q revenue acceleration indicate that end markets for CPUs and GPUs are a lot stronger than expected. This could lead to another year of revenue acceleration and a continual expansion of AMD’s gross margin to 50%, supported by rising ASPs. AMD's risk profile is still heavily skewed to the upside.</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: Still Growing, Still Undervalued</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: Still Growing, Still Undervalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 17:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's margin gains are driven by growing strength in end markets.\nAMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.\nThe semiconductor firm could...</p>\n\n<a href=\"https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442955-amd-still-growing-still-undervalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135561812","content_text":"Summary\n\nAMD's margin gains are driven by growing strength in end markets.\nAMD raised its revenue guidance by $1.0B for FY 2021 and gross margins are edging closer to 50%.\nThe semiconductor firm could be a $6.0B free cash flow business next year, even if growth slows down.\nAMD's dollar sales growth is cheaper than Nvidia's and AMD might even grow faster.\n\nJay_Zynism/iStock via Getty Images\nAMD (AMD) made a splash yesterday after the semiconductor company reported growth and margins that were even better than what was expected. AMD’s revenue acceleration and strong gross margin expansion make a strong case for upside in the stock.\nWhy AMD is worth $120\nBefore I dive into AMD’s latestresults, let’s quickly recap what the firm’s guidance was for the last quarter. For Q2’21, AMD expected a minimum of $3.5B in revenues with “high case” guidance implying 7% revenue growth Q/Q and a gross margin of 47%.\nI expected AMD’s revenues to hit the high end of guidance ($3.7B), to have a minimum free cash flow of $895M (8% Q/Q growth) and a free cash flow margin of 24%. Given the acceleration of sales in higher-priced Ryzen desktop and notebook processors and GPUs as well as higher average selling prices/ASPs driven by broad-based strength in end markets, I expected AMD to beat its own margin guidance and report a gross margin of 48% for Q2’21. I also predicted a refreshment of AMD’s gross margin guidance due to strength in CPU and GPU ASPs. I laid out my forecast for AMD’s Q2’21 earnings in detail inAMD: On The Road To $5 Billion In Annual Free Cash Flow.\nTurning to AMD’s actual results, the semiconductor firm proved once more that it is firing on all cylinders. AMD’s Q2’21 revenues were $3,850M, $150M above the high-end of guidance and up 12% Q/Q, with revenue momentum continuing in both Graphics/Computing and Enterprise markets. Graphics/Computing revenues increased 7% Q/Q to $2,250M because of higher client and graphic processor sales as well as strengthening ASPs. Enterprise, which has become the driver of AMD’s sales growth in recent quarters, saw Q2'21 revenues of $1.6B, up 19% Q/Q. Enterprise revenues continued to accelerate in Q2'21, after AMD recorded 5% Q/Q revenue growth in Q1'21.\n(Source:AMD)\nThe most interesting revelation of AMD’s Q2’21 earnings, however, was the trend in gross margins. AMD's gross margin jumped 4 PP to 48%, 1 PP above guidance because of a better mix of higher-priced Ryzen processors (both mobile and desktop) and Radeon graphic cards. The uptick in gross margins in Q2’21 marked the third straight quarter of margin expansion for AMD and I don’t believe AMD has seen the end of this trend yet.\n(Source:AMD)\nTurning to cash flow.\nAMD reported cash flow from operating activities of $952M and free cash flow of $888M, $7M short of my expectation, but still almost six times more than a year ago. As AMD continues to see strong revenue growth tailwinds in both Computing/Graphics and Enterprise end markets, I believe AMD could grow its free cash flow margin to 30% by the end of next year. AMD raised its revenue guidance for FY 2021 (discussed later) by $1.0B which means I am also refreshing my free cash flow expectations for this year and next year.\nAMD expects to have revenues of $15.6B this year. Assuming a stable free cash flow margin of 23-24%, AMD is looking at free cash flow of $3.6B to $3.7B. Revenue estimates for next year are not refreshed yet, but AMD should have revenues of at least $20B in FY 2022 (assuming 25% Y/Y growth), implying free cash flow of $4.6B to $4.8B next year… and these estimates do not account for the possibility that AMD’s 3rd-gen EPYC Milan-powered server processors and higher-priced GPUs improve AMD’s free cash flow margin. A 30% free cash flow margin next year implies a free cash flow of $6.0B.\n(Source: Author)\n\n\n\n\n\nAMD is guiding for $4.1B in revenues +/- $100 million and the firm refreshed its FY 2021 revenue and gross margin guidance (as predicted). AMD now expects 60% revenue growth for FY 2021 (before 50%) and a gross margin of 48% (before 47%). Assuming 60% revenue growth, AMD is now looking at full year revenues of $15.6B (before $14.6B), so AMD's new guidance calls for $1.0B in additional revenues that were so far not priced into AMD’s market value.\n(Source:AMD)\nAMD’s higher gross margins and sales guidance create a potent force for the firm’s stock to revalue higher. Because of the recent dip in AMD’s shares and the addition of $1.0B in revenues, AMD’s dollar sales growth has become even cheaper after earnings. AMD’s dollar sales growth is valued lower than Nvidia’s and AMD is growing potentially at a faster rate: AMD's revenue guidance calls for 60% Y/Y growth and estimates for Nvidia imply \"only\" 49% Y/Y revenue growth for FY 2021. AMD has a market-capitalization-to-earnings ratio of 42.5 which is low for a firm that grows revenues 60% and that has a gross margin closing in on 50%.\n(Source: Author)\n\n\n\n\n\nNvidia’s P-E ratio based on an FY 2022 EPS of $17.29 is 44.5. If AMD earnings growth (FY 2022 EPS of $2.71) was valued the same as Nvidia’s, AMD’s fair price would be $120 ($2.71 x 44.5 earnings multiplier factor), indicating 17% upside.\nChallenges to my price target\nThe biggest opportunities and the biggest risks for AMD are tied to gross margins. AMD is having a year of strong revenue acceleration and margin growth, which is the chief reason why I believe AMD can revalue higher. But gross margins can't grow 3-4 PP every quarter. If AMD's gross margin expansion slows, or worse, gross margins drop back to 40%, decreasing stock returns for AMD are likely. A reversal in the gross margin trend would change my opinion on AMD and put my $120 stock price target in jeopardy.\nSoftening ASPs for CPUs and graphic chips are likely going to be the canary in the coal mine and could indicate weakening end markets for AMD ahead of time. Softer end markets imply AMD's revenue growth will slow which could result in a lower earnings multiplier factor by which AMD's profits are valued. I don't believe AMD is overvalued based on earnings, but the market may disagree with my assessment at any time.\nFinal thoughts\nAMD reported impressive revenue growth and gross margins for Q2. AMD's raised guidance and Q/Q revenue acceleration indicate that end markets for CPUs and GPUs are a lot stronger than expected. This could lead to another year of revenue acceleration and a continual expansion of AMD’s gross margin to 50%, supported by rising ASPs. AMD's risk profile is still heavily skewed to the upside.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803730223,"gmtCreate":1627462360062,"gmtModify":1631890206902,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"Anyone own this? Hold or sell?","listText":"Anyone own this? Hold or sell?","text":"Anyone own this? Hold or sell?","images":[{"img":"https://static.tigerbbs.com/1d406aea6bae94a0d2cb4b67dc0145d1","width":"1125","height":"2670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803730223","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":175254591,"gmtCreate":1627037361113,"gmtModify":1631884833837,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Drop more pls!","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Drop more pls!","text":"$SoFi Technologies Inc.(SOFI)$Drop more pls!","images":[{"img":"https://static.tigerbbs.com/bf2a701593d6da6cd95a41a1535cb898","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175254591","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":178758399,"gmtCreate":1626840165811,"gmtModify":1631888511839,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AREC\">$American Resources Corporation(AREC)$</a>Come on","listText":"<a href=\"https://laohu8.com/S/AREC\">$American Resources Corporation(AREC)$</a>Come on","text":"$American Resources Corporation(AREC)$Come on","images":[{"img":"https://static.tigerbbs.com/e3bcd2e8bd034270ed1a41f3f37ff718","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178758399","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173221850,"gmtCreate":1626663588770,"gmtModify":1631886286981,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>Hope it improves!","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>Hope it improves!","text":"$MP Materials Corp.(MP)$Hope it improves!","images":[{"img":"https://static.tigerbbs.com/07870c203b33d11b866265d8419848b8","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173221850","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173223156,"gmtCreate":1626663507675,"gmtModify":1631885593619,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Sad","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Sad","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Sad","images":[{"img":"https://static.tigerbbs.com/d3d534e9ca14b7314a7a4472a1614984","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173223156","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":147122938,"gmtCreate":1626343344324,"gmtModify":1631890206899,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"Shag","listText":"Shag","text":"Shag","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147122938","repostId":"2151523188","repostType":4,"repost":{"id":"2151523188","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626341554,"share":"https://ttm.financial/m/news/2151523188?lang=&edition=full","pubTime":"2021-07-15 17:32","market":"us","language":"en","title":"J&J recalls sunscreens after carcinogen found in some sprays","url":"https://stock-news.laohu8.com/highlight/detail?id=2151523188","media":"Reuters","summary":"July 15 (Reuters) - Johnson & Johnson is voluntarily recalling five Neutrogena and Aveeno brand aero","content":"<p>July 15 (Reuters) - Johnson &amp; Johnson is voluntarily recalling five Neutrogena and Aveeno brand aerosol sunscreen products after detecting a cancer-causing chemical in some samples.</p>\n<p>The New Jersey-based company said on Wednesday that consumers should stop using the products and discard them after internal testing identified low levels of benzene in some samples.</p>\n<p>J&amp;J is also notifying distributors and retailers to stop selling the products and arranging for their return \"out of an abundance of caution\".</p>\n<p>Benzene is classified as a human carcinogen, a substance that could potentially cause cancer depending on the level and extent of exposure.</p>\n<p>J&amp;J said that benzene is not an ingredient in its sunscreen products and it is investigating the cause of the contamination.</p>\n<p>\"Daily exposure to benzene in these aerosol sunscreen products at the levels detected in our testing would not be expected to cause adverse health consequences,\" the company said.</p>\n<p>The recalled aerosol sunscreens are Neutrogena Beach Defense, Neutrogena Cool Dry Sport, Neutrogena Invisible Daily defense, Neutrogena Ultra Sheer and Aveeno Protect + Refresh.</p>\n<p>Consumers should contact their physician or healthcare provider if they have any concerns, questions or have experienced any problems related to using these products.</p>\n<p>The recall is another blow for J&amp;J, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's largest producers of consumer health products. The company already faces billions of dollars of potential court losses and settlements from damages claims related to its baby powder, vaginal mesh implants and opioid painkillers.</p>\n<p>J&amp;J's COVID-19 vaccine rollout has also been hampered by production problems and the shot has been linked to two very rare side effects: Guillain-Barré Syndrome and a potentially life threatening blood clotting condition.</p>\n<p>U.S. regulators have said that the vaccine's benefits outweigh the risks.</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>J&J recalls sunscreens after carcinogen found in some sprays</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\">\nJ&J recalls sunscreens after carcinogen found in some sprays\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-15 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 15 (Reuters) - Johnson &amp; Johnson is voluntarily recalling five Neutrogena and Aveeno brand aerosol sunscreen products after detecting a cancer-causing chemical in some samples.</p>\n<p>The New Jersey-based company said on Wednesday that consumers should stop using the products and discard them after internal testing identified low levels of benzene in some samples.</p>\n<p>J&amp;J is also notifying distributors and retailers to stop selling the products and arranging for their return \"out of an abundance of caution\".</p>\n<p>Benzene is classified as a human carcinogen, a substance that could potentially cause cancer depending on the level and extent of exposure.</p>\n<p>J&amp;J said that benzene is not an ingredient in its sunscreen products and it is investigating the cause of the contamination.</p>\n<p>\"Daily exposure to benzene in these aerosol sunscreen products at the levels detected in our testing would not be expected to cause adverse health consequences,\" the company said.</p>\n<p>The recalled aerosol sunscreens are Neutrogena Beach Defense, Neutrogena Cool Dry Sport, Neutrogena Invisible Daily defense, Neutrogena Ultra Sheer and Aveeno Protect + Refresh.</p>\n<p>Consumers should contact their physician or healthcare provider if they have any concerns, questions or have experienced any problems related to using these products.</p>\n<p>The recall is another blow for J&amp;J, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's largest producers of consumer health products. The company already faces billions of dollars of potential court losses and settlements from damages claims related to its baby powder, vaginal mesh implants and opioid painkillers.</p>\n<p>J&amp;J's COVID-19 vaccine rollout has also been hampered by production problems and the shot has been linked to two very rare side effects: Guillain-Barré Syndrome and a potentially life threatening blood clotting condition.</p>\n<p>U.S. regulators have said that the vaccine's benefits outweigh the risks.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151523188","content_text":"July 15 (Reuters) - Johnson & Johnson is voluntarily recalling five Neutrogena and Aveeno brand aerosol sunscreen products after detecting a cancer-causing chemical in some samples.\nThe New Jersey-based company said on Wednesday that consumers should stop using the products and discard them after internal testing identified low levels of benzene in some samples.\nJ&J is also notifying distributors and retailers to stop selling the products and arranging for their return \"out of an abundance of caution\".\nBenzene is classified as a human carcinogen, a substance that could potentially cause cancer depending on the level and extent of exposure.\nJ&J said that benzene is not an ingredient in its sunscreen products and it is investigating the cause of the contamination.\n\"Daily exposure to benzene in these aerosol sunscreen products at the levels detected in our testing would not be expected to cause adverse health consequences,\" the company said.\nThe recalled aerosol sunscreens are Neutrogena Beach Defense, Neutrogena Cool Dry Sport, Neutrogena Invisible Daily defense, Neutrogena Ultra Sheer and Aveeno Protect + Refresh.\nConsumers should contact their physician or healthcare provider if they have any concerns, questions or have experienced any problems related to using these products.\nThe recall is another blow for J&J, one of the world's largest producers of consumer health products. The company already faces billions of dollars of potential court losses and settlements from damages claims related to its baby powder, vaginal mesh implants and opioid painkillers.\nJ&J's COVID-19 vaccine rollout has also been hampered by production problems and the shot has been linked to two very rare side effects: Guillain-Barré Syndrome and a potentially life threatening blood clotting condition.\nU.S. regulators have said that the vaccine's benefits outweigh the risks.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147039417,"gmtCreate":1626318423239,"gmtModify":1631890206904,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"Good for JD?","listText":"Good for JD?","text":"Good for JD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147039417","repostId":"2151546663","repostType":4,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145240996,"gmtCreate":1626227082615,"gmtModify":1631888511845,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576491127300046","authorIdStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AREC\">$American Resources Corporation(AREC)$</a>How","listText":"<a href=\"https://laohu8.com/S/AREC\">$American Resources Corporation(AREC)$</a>How","text":"$American Resources Corporation(AREC)$How","images":[{"img":"https://static.tigerbbs.com/53640fd7bec01ace9934e643260dc493","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145240996","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":147122938,"gmtCreate":1626343344324,"gmtModify":1631890206899,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"Shag","listText":"Shag","text":"Shag","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147122938","repostId":"2151523188","repostType":4,"repost":{"id":"2151523188","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626341554,"share":"https://ttm.financial/m/news/2151523188?lang=&edition=full","pubTime":"2021-07-15 17:32","market":"us","language":"en","title":"J&J recalls sunscreens after carcinogen found in some sprays","url":"https://stock-news.laohu8.com/highlight/detail?id=2151523188","media":"Reuters","summary":"July 15 (Reuters) - Johnson & Johnson is voluntarily recalling five Neutrogena and Aveeno brand aero","content":"<p>July 15 (Reuters) - Johnson &amp; Johnson is voluntarily recalling five Neutrogena and Aveeno brand aerosol sunscreen products after detecting a cancer-causing chemical in some samples.</p>\n<p>The New Jersey-based company said on Wednesday that consumers should stop using the products and discard them after internal testing identified low levels of benzene in some samples.</p>\n<p>J&amp;J is also notifying distributors and retailers to stop selling the products and arranging for their return \"out of an abundance of caution\".</p>\n<p>Benzene is classified as a human carcinogen, a substance that could potentially cause cancer depending on the level and extent of exposure.</p>\n<p>J&amp;J said that benzene is not an ingredient in its sunscreen products and it is investigating the cause of the contamination.</p>\n<p>\"Daily exposure to benzene in these aerosol sunscreen products at the levels detected in our testing would not be expected to cause adverse health consequences,\" the company said.</p>\n<p>The recalled aerosol sunscreens are Neutrogena Beach Defense, Neutrogena Cool Dry Sport, Neutrogena Invisible Daily defense, Neutrogena Ultra Sheer and Aveeno Protect + Refresh.</p>\n<p>Consumers should contact their physician or healthcare provider if they have any concerns, questions or have experienced any problems related to using these products.</p>\n<p>The recall is another blow for J&amp;J, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's largest producers of consumer health products. The company already faces billions of dollars of potential court losses and settlements from damages claims related to its baby powder, vaginal mesh implants and opioid painkillers.</p>\n<p>J&amp;J's COVID-19 vaccine rollout has also been hampered by production problems and the shot has been linked to two very rare side effects: Guillain-Barré Syndrome and a potentially life threatening blood clotting condition.</p>\n<p>U.S. regulators have said that the vaccine's benefits outweigh the risks.</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>J&J recalls sunscreens after carcinogen found in some sprays</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; 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}\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\">\nJ&J recalls sunscreens after carcinogen found in some sprays\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-15 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>July 15 (Reuters) - Johnson &amp; Johnson is voluntarily recalling five Neutrogena and Aveeno brand aerosol sunscreen products after detecting a cancer-causing chemical in some samples.</p>\n<p>The New Jersey-based company said on Wednesday that consumers should stop using the products and discard them after internal testing identified low levels of benzene in some samples.</p>\n<p>J&amp;J is also notifying distributors and retailers to stop selling the products and arranging for their return \"out of an abundance of caution\".</p>\n<p>Benzene is classified as a human carcinogen, a substance that could potentially cause cancer depending on the level and extent of exposure.</p>\n<p>J&amp;J said that benzene is not an ingredient in its sunscreen products and it is investigating the cause of the contamination.</p>\n<p>\"Daily exposure to benzene in these aerosol sunscreen products at the levels detected in our testing would not be expected to cause adverse health consequences,\" the company said.</p>\n<p>The recalled aerosol sunscreens are Neutrogena Beach Defense, Neutrogena Cool Dry Sport, Neutrogena Invisible Daily defense, Neutrogena Ultra Sheer and Aveeno Protect + Refresh.</p>\n<p>Consumers should contact their physician or healthcare provider if they have any concerns, questions or have experienced any problems related to using these products.</p>\n<p>The recall is another blow for J&amp;J, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's largest producers of consumer health products. The company already faces billions of dollars of potential court losses and settlements from damages claims related to its baby powder, vaginal mesh implants and opioid painkillers.</p>\n<p>J&amp;J's COVID-19 vaccine rollout has also been hampered by production problems and the shot has been linked to two very rare side effects: Guillain-Barré Syndrome and a potentially life threatening blood clotting condition.</p>\n<p>U.S. regulators have said that the vaccine's benefits outweigh the risks.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151523188","content_text":"July 15 (Reuters) - Johnson & Johnson is voluntarily recalling five Neutrogena and Aveeno brand aerosol sunscreen products after detecting a cancer-causing chemical in some samples.\nThe New Jersey-based company said on Wednesday that consumers should stop using the products and discard them after internal testing identified low levels of benzene in some samples.\nJ&J is also notifying distributors and retailers to stop selling the products and arranging for their return \"out of an abundance of caution\".\nBenzene is classified as a human carcinogen, a substance that could potentially cause cancer depending on the level and extent of exposure.\nJ&J said that benzene is not an ingredient in its sunscreen products and it is investigating the cause of the contamination.\n\"Daily exposure to benzene in these aerosol sunscreen products at the levels detected in our testing would not be expected to cause adverse health consequences,\" the company said.\nThe recalled aerosol sunscreens are Neutrogena Beach Defense, Neutrogena Cool Dry Sport, Neutrogena Invisible Daily defense, Neutrogena Ultra Sheer and Aveeno Protect + Refresh.\nConsumers should contact their physician or healthcare provider if they have any concerns, questions or have experienced any problems related to using these products.\nThe recall is another blow for J&J, one of the world's largest producers of consumer health products. The company already faces billions of dollars of potential court losses and settlements from damages claims related to its baby powder, vaginal mesh implants and opioid painkillers.\nJ&J's COVID-19 vaccine rollout has also been hampered by production problems and the shot has been linked to two very rare side effects: Guillain-Barré Syndrome and a potentially life threatening blood clotting condition.\nU.S. regulators have said that the vaccine's benefits outweigh the risks.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806866844,"gmtCreate":1627649847688,"gmtModify":1631890206900,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806866844","repostId":"1135561812","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149867952,"gmtCreate":1625715541876,"gmtModify":1631890206912,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"Good?","listText":"Good?","text":"Good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149867952","repostId":"2149318561","repostType":4,"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157612265,"gmtCreate":1625580174357,"gmtModify":1631892700892,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"Oh my","listText":"Oh my","text":"Oh my","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157612265","repostId":"1189769697","repostType":4,"repost":{"id":"1189769697","kind":"news","pubTimestamp":1625579734,"share":"https://ttm.financial/m/news/1189769697?lang=&edition=full","pubTime":"2021-07-06 21:55","market":"us","language":"en","title":"Nvidia Gains on Another Analyst Price-Target Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1189769697","media":"Thestreet","summary":"Nvidia  shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a W","content":"<p>Nvidia&nbsp;(<b>NVDA</b>)&nbsp;shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.</p>\n<p>Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p>\n<p>Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected&nbsp;amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p>\n<p>Even before then, analysts were&nbsp;touting Nvidia’s performance&nbsp;amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.</p>\n<p>At the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.</p>\n<p>TheStreet's&nbsp;Jim Cramerin his&nbsp;Real Money&nbsp;column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.</p>\n<p>Specifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.</p>\n<p>\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gains on Another Analyst Price-Target Boost</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gains on Another Analyst Price-Target Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189769697","content_text":"Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.\nKeybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.\nAnalysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.\nEven before then, analysts were touting Nvidia’s performance amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.\nAt the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.\nTheStreet's Jim Cramerin his Real Money column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.\nSpecifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.\n\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609282610,"gmtCreate":1638286082931,"gmtModify":1638286082931,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"Still a bit high","listText":"Still a bit high","text":"Still a bit high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609282610","repostId":"1158390889","repostType":4,"repost":{"id":"1158390889","kind":"news","pubTimestamp":1638285505,"share":"https://ttm.financial/m/news/1158390889?lang=&edition=full","pubTime":"2021-11-30 23:18","market":"us","language":"en","title":"Apple Stock: What to Expect During the Holiday Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1158390889","media":"TheStreet","summary":"The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.Black Friday and Cyber Monday are behind us. With that, the 2021 holiday season in the US and parts of the world has officially begun. Consumer product and service companies like Apple are staring into the busiest weeks of sales in the year.Figure 1: Apple's iPhone, Apple Watch and Air Pods boxes.Today, the Apple Maven talks about what A","content":"<p>The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.</p>\n<p>Black Friday and Cyber Monday are behind us. With that, the 2021 holiday season in the US and parts of the world has officially begun. Consumer product and service companies like Apple are staring into the busiest weeks of sales in the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84c9d46c1a03b350ba81dcd1e6e39c83\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's iPhone, Apple Watch and Air Pods boxes.</span></p>\n<p>Today, the Apple Maven talks about what Apple stock&nbsp;investors should think about as the shopping season kicks into gear.</p>\n<p><b>Apple to benefit from strong consumer</b></p>\n<p>At the highest level possible, Apple is likely to benefit from a rising tide that lifts all boats in 2021. The chart below clearly shows that consumer spending in the US has not only recovered from the 2020 flash recession, but it has been “making up for lost time”. Spending trends have even accelerated slightly compared to the pre-pandemic period.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edfb88f466fa1cfe1c35bddbd1cf1bb7\" tg-width=\"756\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Figure 2: Consumer spending in US.</span></p>\n<p>Regarding the holiday period, however, consumer product and service sales may look a bit atypical. Adobe has recently&nbsp;reported&nbsp;that Black Friday activity online dropped year-over-year for the first time ever. Online sales reached $8.9 billion, lower than 2020’s $9 billion.</p>\n<p>Without context, these numbers may look concerning. But once again, there is nothing typical about this COVID-19 crisis. Black Friday likely suffered from (1) consumers buying earlier than usual, to avoid delayed deliveries in late November and December, and (2) supply chain constraints causing shortages and missed sales opportunities.</p>\n<p><b>Apple could do better than average</b></p>\n<p>The demand scenario described above is at least modestly optimistic, in my view, even if not without challenges on the supply side. Even so, I think that Apple has a good chance of performing better than average in the next few weeks.</p>\n<p>For starters, the Cupertino company is&nbsp;one of the best in the world at managing inventory&nbsp;and supply chain. Consider, however, that CEO Tim Cook&nbsp;has already warned of an impact&nbsp;of $6 billion to revenues in the holiday quarter caused by the production and logistics bottlenecks.</p>\n<p>Second, the demand for Apple’s products and services seems unshaken.I have discussed a few times that the iPhone, for example, is likely to have its best years of sales ever in fiscal 2021 and 2022. Not even the tough comps introduced by the first 5G-capable model will likely be enough to steal the thunder of a well-received iPhone 13.</p>\n<p><b>But how about AAPL stock?</b></p>\n<p>Keep in mind that financial performance, especially in the short term, does not always correlate with share price movements. In fact, any impact that the holiday P&amp;L results may have on Apple stock would likely not happen until late January 2022, when the company reports fiscal Q1 earnings.</p>\n<p>For the immediate term, Apple investors should keep in mind that the stock’s&nbsp;seasonal patterns have been historically unfavorable&nbsp;around this time of the year. The chart below shows that AAPL has clearly underperformed in November through January. Will this time be any different? Only time will tell.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4c72a2f9720f472ceba32b24f4a2a78\" tg-width=\"682\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Figure 3: AAPL average monthly return since iPhone launch.</span></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>Apple Stock: What to Expect During the Holiday Season</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 Stock: What to Expect During the Holiday Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-30 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-holiday-season-starts-what-next><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.\nBlack Friday and Cyber Monday are ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-holiday-season-starts-what-next\">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/stock/apple-stock-holiday-season-starts-what-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158390889","content_text":"The 2021 holiday shopping season has officially started. Here is what Apple investors should expect of the Cupertino company and its stock in the next few weeks.\nBlack Friday and Cyber Monday are behind us. With that, the 2021 holiday season in the US and parts of the world has officially begun. Consumer product and service companies like Apple are staring into the busiest weeks of sales in the year.\nFigure 1: Apple's iPhone, Apple Watch and Air Pods boxes.\nToday, the Apple Maven talks about what Apple stock investors should think about as the shopping season kicks into gear.\nApple to benefit from strong consumer\nAt the highest level possible, Apple is likely to benefit from a rising tide that lifts all boats in 2021. The chart below clearly shows that consumer spending in the US has not only recovered from the 2020 flash recession, but it has been “making up for lost time”. Spending trends have even accelerated slightly compared to the pre-pandemic period.\nFigure 2: Consumer spending in US.\nRegarding the holiday period, however, consumer product and service sales may look a bit atypical. Adobe has recently reported that Black Friday activity online dropped year-over-year for the first time ever. Online sales reached $8.9 billion, lower than 2020’s $9 billion.\nWithout context, these numbers may look concerning. But once again, there is nothing typical about this COVID-19 crisis. Black Friday likely suffered from (1) consumers buying earlier than usual, to avoid delayed deliveries in late November and December, and (2) supply chain constraints causing shortages and missed sales opportunities.\nApple could do better than average\nThe demand scenario described above is at least modestly optimistic, in my view, even if not without challenges on the supply side. Even so, I think that Apple has a good chance of performing better than average in the next few weeks.\nFor starters, the Cupertino company is one of the best in the world at managing inventory and supply chain. Consider, however, that CEO Tim Cook has already warned of an impact of $6 billion to revenues in the holiday quarter caused by the production and logistics bottlenecks.\nSecond, the demand for Apple’s products and services seems unshaken.I have discussed a few times that the iPhone, for example, is likely to have its best years of sales ever in fiscal 2021 and 2022. Not even the tough comps introduced by the first 5G-capable model will likely be enough to steal the thunder of a well-received iPhone 13.\nBut how about AAPL stock?\nKeep in mind that financial performance, especially in the short term, does not always correlate with share price movements. In fact, any impact that the holiday P&L results may have on Apple stock would likely not happen until late January 2022, when the company reports fiscal Q1 earnings.\nFor the immediate term, Apple investors should keep in mind that the stock’s seasonal patterns have been historically unfavorable around this time of the year. The chart below shows that AAPL has clearly underperformed in November through January. Will this time be any different? Only time will tell.\nFigure 3: AAPL average monthly return since iPhone launch.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173223156,"gmtCreate":1626663507675,"gmtModify":1631885593619,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Sad","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Sad","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Sad","images":[{"img":"https://static.tigerbbs.com/d3d534e9ca14b7314a7a4472a1614984","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173223156","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148944029,"gmtCreate":1625922968561,"gmtModify":1631890206910,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"Better not lie","listText":"Better not lie","text":"Better not lie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148944029","repostId":"1185154176","repostType":4,"repost":{"id":"1185154176","kind":"news","pubTimestamp":1625886925,"share":"https://ttm.financial/m/news/1185154176?lang=&edition=full","pubTime":"2021-07-10 11:15","market":"us","language":"en","title":"The bull market in stocks may last up to five years — here are six reasons why","url":"https://stock-news.laohu8.com/highlight/detail?id=1185154176","media":"marketwatch","summary":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support. When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit n","content":"<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f57eb7b0f75afb2f46b6d61281db87\" tg-width=\"1260\" tg-height=\"839\"><span>(Photo by Jorge Guerrero/AFP via Getty Images)</span></p>\n<p>When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.</p>\n<p>It’s true that there could be a correction, given the already sizable 17% gain in the S&amp;P 500 Index&nbsp;this year. But you should buy then, too.</p>\n<p>Here’s why.</p>\n<p>We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.</p>\n<p><b>1. There’s tremendous pent-up demand</b></p>\n<p>Everyone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.</p>\n<p>First, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.</p>\n<p>Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.</p>\n<p>Relatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.</p>\n<p>Next, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.</p>\n<p>Now let’s look at the pent-up demand in businesses.</p>\n<p>You know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.</p>\n<p>Companies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.</p>\n<p><b>The bottom line</b>: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.</p>\n<p><b>2. An under-appreciated earnings boom lies ahead</b></p>\n<p>The economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&amp;P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.</p>\n<p>Paulsen expects 2021 S&amp;P 500 earnings will be more like $220 instead of the consensus estimate of $190.</p>\n<p>“Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”</p>\n<p>Plus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.</p>\n<p><b>3. There’s a new Fed in town</b></p>\n<p>For much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).</p>\n<p>Here’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.</p>\n<p><b>4. Inflation won’t kill the bull</b></p>\n<p>Inflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.</p>\n<p><b>5. Valuations will improve</b></p>\n<p>We’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.</p>\n<p>This will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&amp;P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.</p>\n<p>True to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000&nbsp;small-cap index have traded sideways for two to four months. The S&amp;P 500 and Nasdaq&nbsp;recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.</p>\n<p><b>6. Sentiment isn’t extreme</b></p>\n<p>As a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.</p>\n<p><b>Three themes to follow</b></p>\n<p>If we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.</p>\n<p><b>Favor cyclicals.</b>Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.</p>\n<p><b>Avoid defensives.</b>If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot&nbsp;in retail, B. Riley Financial,a markets and investment banking name, and Regional Management&nbsp;in consumer finance.</p>\n<p><b>Favor emerging markets.</b>Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.</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>The bull market in stocks may last up to five years — here are six reasons why</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\">\nThe bull market in stocks may last up to five years — here are six reasons why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support\n(Photo by Jorge Guerrero/AFP via Getty Images)\nWhen the stock market sells off, as it did Thursday,...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185154176","content_text":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support\n(Photo by Jorge Guerrero/AFP via Getty Images)\nWhen the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.\nIt’s true that there could be a correction, given the already sizable 17% gain in the S&P 500 Index this year. But you should buy then, too.\nHere’s why.\nWe are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.\n1. There’s tremendous pent-up demand\nEveryone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.\nFirst, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.\nBehind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.\nRelatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.\nNext, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.\nNow let’s look at the pent-up demand in businesses.\nYou know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.\nCompanies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.\nThe bottom line: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.\n2. An under-appreciated earnings boom lies ahead\nThe economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.\nPaulsen expects 2021 S&P 500 earnings will be more like $220 instead of the consensus estimate of $190.\n“Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”\nPlus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.\n3. There’s a new Fed in town\nFor much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).\nHere’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.\n4. Inflation won’t kill the bull\nInflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.\n5. Valuations will improve\nWe’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.\nThis will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.\nTrue to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000 small-cap index have traded sideways for two to four months. The S&P 500 and Nasdaq recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.\n6. Sentiment isn’t extreme\nAs a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.\nThree themes to follow\nIf we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.\nFavor cyclicals.Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.\nAvoid defensives.If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot in retail, B. Riley Financial,a markets and investment banking name, and Regional Management in consumer finance.\nFavor emerging markets.Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143290626,"gmtCreate":1625794784565,"gmtModify":1631885865137,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>To sell?","listText":"<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>To sell?","text":"$Intel(INTC)$To sell?","images":[{"img":"https://static.tigerbbs.com/e43d8597da0ab77d941493038dc42a77","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143290626","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157611753,"gmtCreate":1625580120172,"gmtModify":1631892700903,"author":{"id":"3576491127300046","authorId":"3576491127300046","name":"Johnjohnn","avatar":"https://static.tigerbbs.com/4915eff6e74b30b32df99de166e08340","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576491127300046","idStr":"3576491127300046"},"themes":[],"htmlText":"Oh my","listText":"Oh my","text":"Oh my","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157611753","repostId":"1189769697","repostType":4,"repost":{"id":"1189769697","kind":"news","pubTimestamp":1625579734,"share":"https://ttm.financial/m/news/1189769697?lang=&edition=full","pubTime":"2021-07-06 21:55","market":"us","language":"en","title":"Nvidia Gains on Another Analyst Price-Target Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1189769697","media":"Thestreet","summary":"Nvidia  shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a W","content":"<p>Nvidia&nbsp;(<b>NVDA</b>)&nbsp;shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.</p>\n<p>Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p>\n<p>Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected&nbsp;amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p>\n<p>Even before then, analysts were&nbsp;touting Nvidia’s performance&nbsp;amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.</p>\n<p>At the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.</p>\n<p>TheStreet's&nbsp;Jim Cramerin his&nbsp;Real Money&nbsp;column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.</p>\n<p>Specifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.</p>\n<p>\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gains on Another Analyst Price-Target Boost</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gains on Another Analyst Price-Target Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 21:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related ...</p>\n\n<a href=\"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189769697","content_text":"Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.\nKeybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.\nAnalysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.\nEven before then, analysts were touting Nvidia’s performance amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.\nAt the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.\nTheStreet's Jim Cramerin his Real Money column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.\nSpecifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.\n\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you 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