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2021-06-15

Oh yes thats good

Apple: Meme Stocks Or Apple, I Choose Apple Every Time

2021-06-15

Nice man

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2021-06-15

Nice piece of news!

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2021-03-18

I agree

ByteDance on hiring spree in Singapore, says FT

2021-03-17

Oof

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2021-03-16

Yes

The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks

2021-03-16

Thats right

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2021-03-16

Nice

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yes thats good","listText":"Oh yes thats good","text":"Oh yes thats good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187864865","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://www.laohu8.com/m/news/1167720481?lang=&edition=full","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>\n <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>\n <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>\n <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p>In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p>\n<p>The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p>\n<p>So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p>\n<p>So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p>\n<p><b>Meme stocks vs. Apple and the insanity of this market</b></p>\n<p>GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p>\n<p>What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p>\n<p>When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p>\n<p><b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p>\n<p>AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p>\n<p>So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p>\n<p>I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p>\n<p>Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p>\n<p>Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p>\n<p>By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p>\n<p><b>Conclusion</b></p>\n<p>The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</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: Meme Stocks Or Apple, I Choose Apple Every Time</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: Meme Stocks Or Apple, I Choose Apple Every Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">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://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187866308,"gmtCreate":1623749520604,"gmtModify":1634029122788,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Nice man","listText":"Nice man","text":"Nice man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187866308","repostId":"1102470114","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187889885,"gmtCreate":1623749197847,"gmtModify":1634029133503,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Nice piece of news!","listText":"Nice piece of news!","text":"Nice piece of news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187889885","repostId":"1119457448","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327334390,"gmtCreate":1616058090510,"gmtModify":1703496997409,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"I agree","listText":"I agree","text":"I agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327334390","repostId":"1102384412","repostType":4,"repost":{"id":"1102384412","kind":"news","pubTimestamp":1616057894,"share":"https://www.laohu8.com/m/news/1102384412?lang=&edition=full","pubTime":"2021-03-18 16:58","market":"sg","language":"en","title":"ByteDance on hiring spree in Singapore, says FT","url":"https://stock-news.laohu8.com/highlight/detail?id=1102384412","media":"Businesstimes","summary":"TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city sta","content":"<div>\n<p>TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","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>ByteDance on hiring spree in Singapore, says FT</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\">\nByteDance on hiring spree in Singapore, says FT\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 16:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft><strong>Businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102384412","content_text":"TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is hiring hundreds of engineers and senior management positions in Singapore for TikTok, its enterprise software business Lark and other products.\nByteDance moved into bigger premises in Singapore last year, taking up three floors at One Raffles Quay.\nThe firm has not confirmed which international office would be its global hub outside China, but a lawyer who helped advise ByteDance on its new Singapore office space said it \"had all the hallmarks of a global hub\", said the report. He added: \"ByteDance seems to be spending more on this office than any other outside of China.\"\nThe company's expansion into Singapore comes amid setbacks in India, the US and Britain, where it has been blocked or accused of breaching privacy regulations.\n\"I think they are hedging their bets, given the rapidly evolving regulatory environment,\" said a Singapore-based consultant.\nThe Singapore hiring spree will also support ByteDance's push into South-east Asia, the report said.\nThe company has created an education portal to test out a seller marketplace in Indonesia, the region's biggest e-commerce market.\nWithin the South-east Asia market, Singapore is seen as \"neutral\" ground that is viewed more favourably by regulators, said Jayanth Kolla, technology analyst at Bengaluru-based consultancy Convergence Catalyst.\n\"Singapore is increasingly becoming, for all practical purposes, the official South Asia and South-east Asia hub,\" he added. \"The government has been accommodating and is jumping on the opportunity.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325463826,"gmtCreate":1615914784765,"gmtModify":1703495046565,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Oof","listText":"Oof","text":"Oof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325463826","repostId":"1115937529","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325636335,"gmtCreate":1615892759427,"gmtModify":1703494575364,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325636335","repostId":"1130270839","repostType":4,"repost":{"id":"1130270839","kind":"news","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.</p><p>Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.</p><p>The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.</p><p>The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</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 U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325638444,"gmtCreate":1615892741788,"gmtModify":1703494574850,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Thats right&nbsp;","listText":"Thats right&nbsp;","text":"Thats right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325638444","repostId":"1164075443","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325633724,"gmtCreate":1615892620268,"gmtModify":1703494571769,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325633724","repostId":"1164075443","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":325638444,"gmtCreate":1615892741788,"gmtModify":1703494574850,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Thats right&nbsp;","listText":"Thats right&nbsp;","text":"Thats right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325638444","repostId":"1164075443","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327334390,"gmtCreate":1616058090510,"gmtModify":1703496997409,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"I agree","listText":"I agree","text":"I agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327334390","repostId":"1102384412","repostType":4,"repost":{"id":"1102384412","kind":"news","pubTimestamp":1616057894,"share":"https://www.laohu8.com/m/news/1102384412?lang=&edition=full","pubTime":"2021-03-18 16:58","market":"sg","language":"en","title":"ByteDance on hiring spree in Singapore, says FT","url":"https://stock-news.laohu8.com/highlight/detail?id=1102384412","media":"Businesstimes","summary":"TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city sta","content":"<div>\n<p>TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","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>ByteDance on hiring spree in Singapore, says FT</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\">\nByteDance on hiring spree in Singapore, says FT\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 16:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft><strong>Businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.businesstimes.com.sg/technology/bytedance-on-hiring-spree-in-singapore-says-ft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102384412","content_text":"TIKTOK owner ByteDance has embarked on a hiring spree in Singapore, posting 338 jobs in the city state in the past six months, Financial Times (FT) reported on Thursday.\nThe Beijing-based company is hiring hundreds of engineers and senior management positions in Singapore for TikTok, its enterprise software business Lark and other products.\nByteDance moved into bigger premises in Singapore last year, taking up three floors at One Raffles Quay.\nThe firm has not confirmed which international office would be its global hub outside China, but a lawyer who helped advise ByteDance on its new Singapore office space said it \"had all the hallmarks of a global hub\", said the report. He added: \"ByteDance seems to be spending more on this office than any other outside of China.\"\nThe company's expansion into Singapore comes amid setbacks in India, the US and Britain, where it has been blocked or accused of breaching privacy regulations.\n\"I think they are hedging their bets, given the rapidly evolving regulatory environment,\" said a Singapore-based consultant.\nThe Singapore hiring spree will also support ByteDance's push into South-east Asia, the report said.\nThe company has created an education portal to test out a seller marketplace in Indonesia, the region's biggest e-commerce market.\nWithin the South-east Asia market, Singapore is seen as \"neutral\" ground that is viewed more favourably by regulators, said Jayanth Kolla, technology analyst at Bengaluru-based consultancy Convergence Catalyst.\n\"Singapore is increasingly becoming, for all practical purposes, the official South Asia and South-east Asia hub,\" he added. \"The government has been accommodating and is jumping on the opportunity.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325633724,"gmtCreate":1615892620268,"gmtModify":1703494571769,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325633724","repostId":"1164075443","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187864865,"gmtCreate":1623749605657,"gmtModify":1634029120309,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Oh yes thats good","listText":"Oh yes thats good","text":"Oh yes thats good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187864865","repostId":"1167720481","repostType":4,"repost":{"id":"1167720481","kind":"news","pubTimestamp":1623723356,"share":"https://www.laohu8.com/m/news/1167720481?lang=&edition=full","pubTime":"2021-06-15 10:15","market":"us","language":"en","title":"Apple: Meme Stocks Or Apple, I Choose Apple Every Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1167720481","media":"seekingalpha","summary":"Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.Eventually Apple will be invested back to the party and their numbers will be celebrated.So what does AAPL do with all of the cash","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.</li>\n <li>Investors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.</li>\n <li>Apple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.</li>\n <li>Eventually Apple will be invested back to the party and their numbers will be celebrated.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c3b80a3353ef82f618688f13f74658\" tg-width=\"1536\" tg-height=\"1024\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p>In 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&amp;P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers&nbsp;Cathie Wood&nbsp;of&nbsp;Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in&nbsp;Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.</p>\n<p>The market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation &amp; gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e86cb02096dfa9c6da05e350f274aa64\" tg-width=\"640\" tg-height=\"556\"><span>(Source: Seeking Alpha)</span></p>\n<p><b>Apple believes it's the best investment in the market and puts their money where their mouth is</b></p>\n<p>So what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&amp;D]. In&nbsp;2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&amp;D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.</p>\n<p>So what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's&nbsp;board&nbsp;authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost&nbsp;$23 billion&nbsp;in capital to shareholders in Q2 2021, it doesn't get more bullish than that.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dbaf61374104ed17e51201af591ab7d\" tg-width=\"640\" tg-height=\"349\"><span>(Source: Apple)</span></p>\n<p><b>Meme stocks vs. Apple and the insanity of this market</b></p>\n<p>GameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME &amp; AMC have absolutely exploded to the upside.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c85258331453c02381346f8b6c676cec\" tg-width=\"640\" tg-height=\"499\"><span>(Source: Seeking Alpha)</span></p>\n<p>What's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through&nbsp;AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.</p>\n<p>When investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my&nbsp;AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&amp;P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN)&nbsp;has a PE of 62.44,Microsoft (MSFT)34.93, and&nbsp;Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79e06d9bc68454731c984429111ff056\" tg-width=\"640\" tg-height=\"661\"><span>(Source:multpl.com)</span></p>\n<p><b>Laying out the bull case for Apple and why a breakout to the upside is inevitable</b></p>\n<p>AAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.</p>\n<p>So the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when&nbsp;AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.</p>\n<p>I believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In&nbsp;2018 Services&nbsp;generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.</p>\n<p>Services are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f044f79f7525038fb94ed27b6a92209\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p>\n<p>Wearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7071ec652302c6cab585fef4c408d65\" tg-width=\"640\" tg-height=\"373\"><span>(Source: Steven Fiorillo) (Data Source: Apple)</span></p>\n<p>By the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62cd231b75d9f875329f6713debe846b\" tg-width=\"640\" tg-height=\"191\"><span>(Source: Apple)</span></p>\n<p><b>Conclusion</b></p>\n<p>The meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.</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: Meme Stocks Or Apple, I Choose Apple Every Time</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: Meme Stocks Or Apple, I Choose Apple Every Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time\">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://seekingalpha.com/article/4434600-apple-meme-stocks-or-apple-i-choose-apple-every-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167720481","content_text":"Summary\n\nApple has been a negative investment in 2021 while Meme stocks have exploded which is ridiculous.\nInvestors have been granted an opportunity to purchase Apple before its next leg up while the attention has shifted to chasing the quick buck with Meme stocks.\nApple is on pace to generate more than $300 billion in revenue for fiscal year 2021 and $75 billion in net income.\nEventually Apple will be invested back to the party and their numbers will be celebrated.\n\nNikada/iStock Unreleased via Getty Images\nIn 2021, Apple (AAPL) has become a negative returning investment underperforming the SPDR S&P 500 Trust ETF (SPY) by a margin greater than 15%. In May of 2021, one of the hottest fund managers Cathie Wood of Ark Invest, sold nearly 300,000 shares of AAPL from the ARK Fintech Innovation ETF (ARKF). It was reported that ARK, at one point, was reducing their stake in AAPL to add to their positions in Coinbase (COIN) and DraftKings (DKNG). Actively managed funds such as the one's ARK oversees buy and sell equities daily and could have been using AAPL as an alternative to cash. AAPL has a mixed bag of reviews as some believe its best days are ahead of it while others believe the glory days won't be reclaimed. I think the market is granting investors an opportunity as AAPL should breakout from its sideways pattern in the 2ndhalf of 2021.\nThe market wasn't impressed by the blowout AAPL delivered in Q1 and Q2. Instead of an upside climb supported by fundamentals, shares of AAPL have been treading water. As an AAPL bull, it's perplexing that so much attention is placed on meme stocks instead of companies such as AAPL when it's setting the stage for their best year ever. After reading the comments of the recent articles on MEME stocks, I have written, then looking back at the comment sections of some AAPL articles, I just don't understand how the mindset is shifting to outright speculation & gambling rather than investing. In the first 2 quarters of the fiscal year, 2021 AAPL has generated $3.08 in EPS while the entire 2020 fiscal year delivered $3.31 in EPS. AAPL is solidifying the foundation for its best year ever in many metrics, yet the market isn't impressed. I believe there will be impressive fireworks in the 2ndhalf of 2021, and patient shareholders will be rewarded as Q3 and Q4 numbers are reported.\n(Source: Seeking Alpha)\nApple believes it's the best investment in the market and puts their money where their mouth is\nSo what does AAPL do with all of the cash it generates? For starters, they spend tens of billions annually building out their businesses while investing in research and development [R&D]. In 2020, AAPL spent $169.56 billion on their cost of generating revenue. The fruits of their labor can be seen in their product offerings and how quickly their newest business segments, including services and wearables, Home, and accessories, have grown. AAPL allocated $18.75 billion in 2020 to R&D, generating advancements to their beloved products. One of the reasons AAPL has a cliental that could resemble a cult-like mentality is because AAPL doesn't stop innovating. They are always at the forefront pushing the boundaries of how technology can enhance an individual's daily life.\nSo what about the remaining cash after AAPL's business expenses are fulfilled? AAPL bets on themselves and views their stock as an investment. Since the fiscal year 2012, AAPL has repurchased $421.7 billion in its own stock. In 2021 AAPL has repurchased $43 billion in stock, indicating that senior leadership believes there is tremendous value in owning shares of AAPL. I remember the days where everyone got excited when insiders purchased shares of their company. For AAPL buying back stock is just an ordinary Monday. AAPL has repurchased more in stock over the past decade than most companies will ever see their market caps grow to. AAPL's board authorized an additional $90 billion to its existing share repurchase plan, and AAPL returned almost $23 billion in capital to shareholders in Q2 2021, it doesn't get more bullish than that.\n(Source: Apple)\nMeme stocks vs. Apple and the insanity of this market\nGameStop (GME) and AMC Entertainment Holdings (AMC) have decimated AAPL in share price appreciation throughout the first half of 2021. Regardless of why GME and AMC are up, the fact of the matter is GME has generated a return that exceeds 1,100%, and AMC has returned over 2,000%. Anyone who has ridden GME or AMC up, I congratulate and tip my hat to you. The market is being fueled by delusions of grandeur as AAPL is negative for the year, yet GME & AMC have absolutely exploded to the upside.\n(Source: Seeking Alpha)\nWhat's changed for AMC in the past several months? I can tell you, not a single thing. AMC is still a company that is in the red and barely makes money. I get it investing in companies like AMC can generate huge returns due to volatility, and I am not knocking it. If you can make money on it, by all means, don't let anyone stand in your way but be careful. When you read through AMC's income statement, they have never exceeded $400 million in net income. In the past decade, AMC's most profitable year was 2013, as their net income was $364.4 million. In 2019 which had zero ramifications from COVID, AMC generated $5.47 billion in revenue and couldn't even turn a profit as they lost -$149.1 million. AMC's last quarterly report had -$2.3 billion in equity on its balance sheet. The reality is AMC can issue additional shares and sell them to raise capital. This would benefit AMC by improving its balance sheet and increase its cash on hand. It seems like people don't understand that when a company issues more shares, the initial batch becomes diluted and is worthless because of the additional supply. AMC can issue shares and strengthen its balance sheet, but it won't solve its profit problems. AAPL pays more in dividends to its shareholders every quarter than the profit AMC has generated in the past decade, yet AMC is the stock generating larger returns.\nWhen investors purchase shares of AMC, they are buying a company with negative EPS. AMC's P/E ratio isn't measurable on a trailing twelve-month or a forward basis, yet investors are willing to pay for nonexistent earnings. In the comments of my AMC article, people said fundamentals don't matter. I understand that AMC has been a technical trade, but that doesn't change the reality that investors are paying for a company with negative earnings.Currently, the average PE Ratio for the S&P is 45.02. If I use the EPS AAPL generated in the first 6 months of the fiscal year 2021 of $3.08, their PE Ratio would be 40.55. For the TTM, AAPL has generated $4.49 in EPS, which brings their PE Ratio down to 28.09. Currently, investors are paying $28.09 for every $1 in earnings AAPL generates, which is low for the tech industry.Amazon (AMZN) has a PE of 62.44,Microsoft (MSFT)34.93, and Google (GOOGL)of 32.05. Call me old-fashioned, but I like to invest in companies that turn a profit.\n(Source:multpl.com)\nLaying out the bull case for Apple and why a breakout to the upside is inevitable\nAAPL has a cult-like following that gravitates to its products and services. For the first 6 months of 2021,AAPLhas generated $201.02 billion in revenue, $82.41 billion in gross profit, and $52.39 billion in net income. In 2021 AAPL has already generated 73.23% ($201.02 billion) of 2020's total revenue, then 78.51% of 2020's gross income ($82.41 billion) and 91.25% of 2020's total net income ($52.39 billion). AAPL is on track to decimate its previous records, and unless something unfathomable occurs, 2021 will be AAPL's best year ever.\nSo the real questions are what's causing the surge in AAPL's financials, and are they sustainable? Part of the reason is AAPL has seen an increase in its hardware sales from iPhone 12's down to iPads. An argument can be made that many people needed to upgrade their technology during the pandemic due to working from home or remote learning, but that logic can't be used for 2021. At the end of April, when AAPL reported Q2,their iPhone sales exceeded expectations by $7.14 billion, Mac sales by $2.2 billion, and iPad sales by $2.01 billion. These numbers were a year later, and while the iPhone 12, which was AAPL's first 5G release, was expected to create tailwinds, I believe the pandemic pushed society into a place where a greater emphasis is placed on technology.\nI believe AAPL will continue to see strong hardware sales, but that's only one piece of the puzzle. Services and Wearables Home and Accessories are becoming huge components of AAPL's financial metrics. In 2018 Services generated $39.75 billion in revenue. In 2019 Services increased by $6.54 billion (16.46%) as they finished the year with $46.29 billion in revenue. In 2020 Services grew by $7.48 billion (16.15%) as its revenue totaled $53.77 billion. In the first 6 months of 2020, Services has already generated $32.66 billion in revenue, which is 60.75% of 2020's total revenue. Services continue to grow creating a true business segment of reoccurring revenue for AAPL. The beauty of Services is with each piece of hardware AAPL sells; there is an opportunity to generate additional revenue through Services every month.\nServices are becoming a home run for AAPL as it diversifies its revenue mix away from being solely constructed from physical products. At the close of the fiscal year 2020, Services had increased its annual revenue by $29.42 billion (120.83%) in just 4 years. In the first 6 months of 2021, Services has generated $32.66 billion, which is 60% of 2020's annual revenue. AAPL is on track to crack $60 billion in revenue from Services in the fiscal year 2021. Looking further out, Services could be a $100 billion revenue generator in the not-too-distant future.\n(Source: Steven Fiorillo) (Data Source: Apple)\nWearables Home and Accessories continues to follow in Service's footsteps as it has become a larger revenue segment than iPad and Mac. With the inception of the Apple Watch, this category has grown from generating $11.13 billion in 2016 to $30.62 billion in 2020. Over 4 fiscal years, Wearables Home and Accessories has increased its revenue by $24.48 billion (175.06%), and its growth keeps expanding. In the first 6 months of 2021, Wearables Home and Accessories have generated $20.81 billion in revenue, which is 67.95% of 2020's total revenue. AAPL is certainly on track to generate $35 billion-plus in revenue from Wearables Home and Accessories in the fiscal year 2021. Over the next several years, AAPL is on track to generate $50 billion in annual revenue from Wearables Home and Accessories.\n(Source: Steven Fiorillo) (Data Source: Apple)\nBy the end of the Fiscal Year 2025, there is a good chance that Services can generate more than $78 billion, and Wearables Home and Accessories could generate over $44 billion in annual revenue if they both grow at a 10% rate. These two categories are on pace to exceed $100 billion in revenue combined, which could grow into $150 billion annually in the late 2020s. I am shocked investors haven't been piling into AAPL, and it's even more ludicrous that an emphasis on AAPL's numbers isn't being discussed in greater detail. What's AAPL worth down the road when Services reaches $100 billion in revenue and Wearables Home and Accessories reaches $50 billion? Over the past decade, AAPL has continued to innovate and change how technology is used, and to think their best days are behind them is a notion I refuse to believe.\n(Source: Apple)\nConclusion\nThe meme stocks are causing a lot of excitement for some investors while they leave a whole other group shaking their heads. Other than a gamble, I can't understand why people want to invest in AMC when you could buy shares of AAPL on sale. AAPL should have exploded to the upside, but its 2 recent blowout quarters didn't move the needle. I believe it's going to be different once the Q3 numbers are reported. We're going to find out that once again, AAPL continues to buy shares by the billions while reporting that in 9 months, they have generated more net income than all of 2020. In the first 6 months of operations, AAPL has generated $201.02 billion in revenue and $52.39 billion in net income while giving back $53.2 billion in buybacks and dividends. Investors have been granted an opportunity to buy more AAPL before the next leg up. I am a shareholder of AAPL, and I plan on buying more before Q3 earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187866308,"gmtCreate":1623749520604,"gmtModify":1634029122788,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Nice man","listText":"Nice man","text":"Nice man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187866308","repostId":"1102470114","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187889885,"gmtCreate":1623749197847,"gmtModify":1634029133503,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Nice piece of news!","listText":"Nice piece of news!","text":"Nice piece of news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187889885","repostId":"1119457448","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325463826,"gmtCreate":1615914784765,"gmtModify":1703495046565,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Oof","listText":"Oof","text":"Oof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325463826","repostId":"1115937529","repostType":4,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325636335,"gmtCreate":1615892759427,"gmtModify":1703494575364,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577487093536782","authorIdStr":"3577487093536782"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325636335","repostId":"1130270839","repostType":4,"repost":{"id":"1130270839","kind":"news","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.</p><p>Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.</p><p>The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.</p><p>The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</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 U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce semiconductors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}