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But JPMorgan is optimistic and sees upside ahead.</p>\n<p>Since the release of Amazon’s most recent earnings report, investors have watched shares of the cloud and e-commerce giant tank by 11%. Amazon stock underperformed an already weak S&P 500 by three percentage points over the period, leaving some to question: is AMZN still a good investment?</p>\n<p>According to experts at JPMorgan (JPM), the answer is yes. Today, the Amazon Maven presents the main reasons why five-star rated analyst Doug Anmuth believes that Amazon stock is about to surge, producing an estimated 29% in gains through 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8e5f4ca5aa3dba7bef61858521bd17\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: J.P. Morgan offices in Hong Kong.</span></p>\n<p><b>Getting back on track</b></p>\n<p>As the Amazon Maven mentioned recently, the impact of the pandemic on shopping habits led analysts to overestimate Amazon’s revenues for the current year. This is the very first reason why JPMorgan believes that AMZN will get a green light to climb again: “[the stock is heading] closer to the last quarter of difficult COVID-19 comps in the first quarter of 2022\", which should help to reset sentiment.</p>\n<p>Once 2020 results are left in the rearview mirror, the e-commerce company will face more realistic, non-pandemic-inflated projections. As mentioned by Mr. Anmuth himself, \"further downward revisions to 2022 profit estimates would help lower the bar and potentially create more of a clearing event”.</p>\n<p><b>Holiday upside</b></p>\n<p>Another reason why Mr. Anmuth believes Amazon stock will head higher is the beginning of the holiday season. Since the market has been so cautious towards AMZN lately, the stock has been trading at lower multiples than would otherwise be considered reasonable. The holidays, on the other hand, could be the bullish catalyst that investors need to own the stock again.</p>\n<p>Lastly, there is the potential for an increase in Prime subscription price in 2022. Considering an estimated 150 million US Prime members in 2021, a $20 dollar hike in annual fee would lead to an extra $3 billion heading towards Amazon’s coffers.</p>\n<p>At first glance, the figure may not seem like much, given Amazon’s revenues of $380 billion in 2020. However, keep in mind that nearly all the price increase would flow cleanly into Amazon’s operating income. On a 2020 basis, this would represent growth of nearly 15% in pre-tax profits.</p>\n<p><b>What do other experts say?</b></p>\n<p>Other reports published recently also support the bullish thesis. Mark Mahaney from Evercore ISI talked to 15 industry experts, including former Amazon employees, during the research firm’s Amazon Day Symposium. The analyst liked what he saw and issued a hefty $4,700 target price.</p>\n<p>Wolfe Research’s Deepak Mathivanan, on the other hand,lowered his price target on AMZN modestly to $3,850 from $3,900, despite maintaining an outperform rating. Sitting closer to the consensus price target is Goldman Sachs’ Eric Sheridan, who is bullish and believes that AMZN shares are worth $4,250.</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>JPMorgan On Amazon Stock: 29% Upside Potential</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\">\nJPMorgan On Amazon Stock: 29% Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 23:24 GMT+8 <a href=https://www.thestreet.com/amazon/news/jpmorgan-on-amazon-stock-29-upside-potential><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon stock has fallen victim of its own success: shares of the e-commerce giant have lagged the S&P 500 since its disappointing Q2 earnings day. But JPMorgan is optimistic and sees upside ahead.\n...</p>\n\n<a href=\"https://www.thestreet.com/amazon/news/jpmorgan-on-amazon-stock-29-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/jpmorgan-on-amazon-stock-29-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132582737","content_text":"Amazon stock has fallen victim of its own success: shares of the e-commerce giant have lagged the S&P 500 since its disappointing Q2 earnings day. But JPMorgan is optimistic and sees upside ahead.\nSince the release of Amazon’s most recent earnings report, investors have watched shares of the cloud and e-commerce giant tank by 11%. Amazon stock underperformed an already weak S&P 500 by three percentage points over the period, leaving some to question: is AMZN still a good investment?\nAccording to experts at JPMorgan (JPM), the answer is yes. Today, the Amazon Maven presents the main reasons why five-star rated analyst Doug Anmuth believes that Amazon stock is about to surge, producing an estimated 29% in gains through 2022.\nFigure 1: J.P. Morgan offices in Hong Kong.\nGetting back on track\nAs the Amazon Maven mentioned recently, the impact of the pandemic on shopping habits led analysts to overestimate Amazon’s revenues for the current year. This is the very first reason why JPMorgan believes that AMZN will get a green light to climb again: “[the stock is heading] closer to the last quarter of difficult COVID-19 comps in the first quarter of 2022\", which should help to reset sentiment.\nOnce 2020 results are left in the rearview mirror, the e-commerce company will face more realistic, non-pandemic-inflated projections. As mentioned by Mr. Anmuth himself, \"further downward revisions to 2022 profit estimates would help lower the bar and potentially create more of a clearing event”.\nHoliday upside\nAnother reason why Mr. Anmuth believes Amazon stock will head higher is the beginning of the holiday season. Since the market has been so cautious towards AMZN lately, the stock has been trading at lower multiples than would otherwise be considered reasonable. The holidays, on the other hand, could be the bullish catalyst that investors need to own the stock again.\nLastly, there is the potential for an increase in Prime subscription price in 2022. Considering an estimated 150 million US Prime members in 2021, a $20 dollar hike in annual fee would lead to an extra $3 billion heading towards Amazon’s coffers.\nAt first glance, the figure may not seem like much, given Amazon’s revenues of $380 billion in 2020. However, keep in mind that nearly all the price increase would flow cleanly into Amazon’s operating income. On a 2020 basis, this would represent growth of nearly 15% in pre-tax profits.\nWhat do other experts say?\nOther reports published recently also support the bullish thesis. Mark Mahaney from Evercore ISI talked to 15 industry experts, including former Amazon employees, during the research firm’s Amazon Day Symposium. The analyst liked what he saw and issued a hefty $4,700 target price.\nWolfe Research’s Deepak Mathivanan, on the other hand,lowered his price target on AMZN modestly to $3,850 from $3,900, despite maintaining an outperform rating. Sitting closer to the consensus price target is Goldman Sachs’ Eric Sheridan, who is bullish and believes that AMZN shares are worth $4,250.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881541834,"gmtCreate":1631369712128,"gmtModify":1632882920567,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great and useful","listText":"Great and useful","text":"Great and useful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881541834","repostId":"2166376256","repostType":4,"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816936916,"gmtCreate":1630459575735,"gmtModify":1633677911946,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816936916","repostId":"1116780264","repostType":4,"isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813506813,"gmtCreate":1630210115732,"gmtModify":1704957088579,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813506813","repostId":"2162602132","repostType":4,"isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839252931,"gmtCreate":1629163033923,"gmtModify":1633686922842,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great 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information ","listText":"Useful information ","text":"Useful information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172227920","repostId":"2153711620","repostType":4,"isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172220717,"gmtCreate":1626963127439,"gmtModify":1633769323601,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Nice[Smile] ","listText":"Nice[Smile] ","text":"Nice[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172220717","repostId":"1175975559","repostType":4,"repost":{"id":"1175975559","kind":"news","pubTimestamp":1626958493,"share":"https://www.laohu8.com/m/news/1175975559?lang=&edition=full","pubTime":"2021-07-22 20:54","market":"us","language":"en","title":"Still Living in the Past, IBM Remains Behind the Tech Ball","url":"https://stock-news.laohu8.com/highlight/detail?id=1175975559","media":"InvestorPlace","summary":"IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IB","content":"<blockquote>\n <a href=\"https://laohu8.com/S/IBM\">IBM</a> hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n</blockquote>\n<p>To make a comparison to football, <b><a href=\"https://laohu8.com/S/IBM\">IBM</a> </b>is the Dallas Cowboys of technology. How do I mean? Well, both IBM and the Cowboys are overrated. They haven’t won a title in a quarter century and they’re not going to do it this year. Their system is stale, yet somehow they still have fans. All around, IBM stock represents a disappointment.</p>\n<p><img src=\"https://static.tigerbbs.com/23c40f297776e475ef48e891e3c26f52\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: shutterstock.com/LCV</p>\n<p>Basically, both the Cowboys and IBM are living in the past. The Cowboys revere football icon Tom Landry while actually being run by Jerry Jones. Similarly, IBM still reveres its 20th century leaders while still feeling the effects of former CEO and current executive chairmanVirginia Rometty.</p>\n<p>This much became clear when Jim Whitehurst, who brought IBM a new cachet with <a href=\"https://laohu8.com/S/RHT\">Red Hat</a> in 2019,announced his departure. Rometty and the IBM bureaucracy outmaneuvered him, installing Arvind Krishna as CEO. Now, the company is still behind the ball.</p>\n<p><b>IBM Stock: Rometty’s Bad Plays</b></p>\n<p>Rometty — who became CEO in 2012 after a career in marketing — compiled <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst executive records of the last decade in my opinion.</p>\n<p>For starters, like Randall Stephenson of<b>AT&T</b>(NYSE:<b><u>T</u></b>), she prioritized the dividend and missed the cloud — a trillion-dollar opportunity. Additionally, like Jeff Immelt of<b><a href=\"https://laohu8.com/S/BGC\">General</a> Electric</b>(NYSE:<b><u>GE</u></b>), she covered up poor performance with happy talk and buybacks. Then finally, like Brian Krzanich of<b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>(NASDAQ:<b><u>INTC</u></b>), Rometty ran off talent until the cupboard was bare.</p>\n<p>When I was young, IBM dominated technology just like the Cowboys dominated football. They literally<i>made</i><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(NASDAQ:<b><u>MSFT</u></b>) and used it to crush<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>(NASDAQ:<b><u>AAPL</u></b>) in PCs. Their style was to bring in suits who assured clients they could handle all of their computing. Their Jimmy Johnson (another football icon) was Lou Gerstner, who made IBM a consulting company. Gerstner even wrote a book about it called<i>Who Says Elephants Can’t Dance.</i></p>\n<p>Whitehurst also has a book,<i>The Open Organization</i>, which describes how successful companies today must be run from the bottom-up as much as the top-down. Tech companies must also be partners with their customers, Whitehurst notes, not their overlords. The book was a direct challenge to the way IBM does business.</p>\n<p>When the companybought Red Hat, I was ready to buy IBM stock, thinking it would mark a transformation. However, Rometty and others have shown that’s not happening.</p>\n<p><b>Why IBM Looks Good</b></p>\n<p>Of course, IBM stock still looks good right now because everything in tech looks good. Today, shares are up 12% year-to-date (YTD) and have paid out $3.27 per share in dividends. Thesecond-quarter earningslooked good as well. Now, investors are hoping that, byspinning offits services business as Kyndryl, IBM can be great again.</p>\n<p>But that’s not going to happen. Kyndryl has signed an expensive leaseatop One Vanderbilt. It’s a sales office, meant to over-awe clients with its power. That’s the IBM way. But Kyndryl is just an outsourcer like<b>Cognizant</b>(NASDAQ:<b><u>CTSH</u></b>), which has also gone nowhere this year.</p>\n<p>And the rest of IBM? It will be a minnow among giants.<b><a href=\"https://laohu8.com/S/DVMT\">Dell</a></b> (NYSE:<b><u>DELL</u></b>), which is similar to the company and owns most of<b>VMWare</b>(NYSE:<b><u>VMW</u></b>), is up 31% YTD. Likewise,<b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b>(NYSE:<b><u>ORCL</u></b>) — the faux cloud company that Silicon Valley loves to hate — is up 39% YTD.</p>\n<p>Of course, the “hybrid cloud” is agreat idea,but IBM can’t execute on it. After all, Dak Prescott is also a good quarterback, but that doesn’t mean he can carry the team.</p>\n<p><b>The Bottom Line on IBM Stock</b></p>\n<p>If one word can be used to describe IBM today,it’s Watson.</p>\n<p>Watson was named for the company’s legendary CEOs, Tom Watson Sr. — who created IBM — and Tom Watson Jr., who made IBM a computer company. It was supposed to become a dominant artificial intelligence (AI) engine.</p>\n<p>In the end, though, Watson was justApache Hadoopwith a fancy front-end. Hadoop was an interesting idea, but a business failure.</p>\n<p>When it comes down to it, IBM needs to be recycled, like its old upstate <a href=\"https://laohu8.com/S/NWY\">New York</a> manufacturing plantsneed to be recycled. My guess is that it will be, after the company has flailed a bit as this latest incarnation. Its cloud will become a real estate investment trust (REIT) like<b><a href=\"https://laohu8.com/S/EQIX\">Equinix</a></b>(NASDAQ:<b><u>EQIX</u></b>) and Red Hat will be spun out on its own. Retirement liabilities will be made to disappear.</p>\n<p>But IBM won’t be taken out for nearly the $126 billion it’s worth today. That’s because, in my opinion, Virginia Rometty has become the Jerry Jones of technology. She’ll win eight games and lose eight games, then call it a success. Consider that before investing in IBM stock.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Still Living in the Past, IBM Remains Behind the Tech Ball</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\">\nStill Living in the Past, IBM Remains Behind the Tech Ball\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:54 GMT+8 <a href=https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n\nTo make a comparison to football, IBM is the Dallas Cowboys of technology. How do I mean? ...</p>\n\n<a href=\"https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175975559","content_text":"IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n\nTo make a comparison to football, IBM is the Dallas Cowboys of technology. How do I mean? Well, both IBM and the Cowboys are overrated. They haven’t won a title in a quarter century and they’re not going to do it this year. Their system is stale, yet somehow they still have fans. All around, IBM stock represents a disappointment.\nSource: shutterstock.com/LCV\nBasically, both the Cowboys and IBM are living in the past. The Cowboys revere football icon Tom Landry while actually being run by Jerry Jones. Similarly, IBM still reveres its 20th century leaders while still feeling the effects of former CEO and current executive chairmanVirginia Rometty.\nThis much became clear when Jim Whitehurst, who brought IBM a new cachet with Red Hat in 2019,announced his departure. Rometty and the IBM bureaucracy outmaneuvered him, installing Arvind Krishna as CEO. Now, the company is still behind the ball.\nIBM Stock: Rometty’s Bad Plays\nRometty — who became CEO in 2012 after a career in marketing — compiled one of the worst executive records of the last decade in my opinion.\nFor starters, like Randall Stephenson ofAT&T(NYSE:T), she prioritized the dividend and missed the cloud — a trillion-dollar opportunity. Additionally, like Jeff Immelt ofGeneral Electric(NYSE:GE), she covered up poor performance with happy talk and buybacks. Then finally, like Brian Krzanich ofIntel(NASDAQ:INTC), Rometty ran off talent until the cupboard was bare.\nWhen I was young, IBM dominated technology just like the Cowboys dominated football. They literallymadeMicrosoft(NASDAQ:MSFT) and used it to crushApple(NASDAQ:AAPL) in PCs. Their style was to bring in suits who assured clients they could handle all of their computing. Their Jimmy Johnson (another football icon) was Lou Gerstner, who made IBM a consulting company. Gerstner even wrote a book about it calledWho Says Elephants Can’t Dance.\nWhitehurst also has a book,The Open Organization, which describes how successful companies today must be run from the bottom-up as much as the top-down. Tech companies must also be partners with their customers, Whitehurst notes, not their overlords. The book was a direct challenge to the way IBM does business.\nWhen the companybought Red Hat, I was ready to buy IBM stock, thinking it would mark a transformation. However, Rometty and others have shown that’s not happening.\nWhy IBM Looks Good\nOf course, IBM stock still looks good right now because everything in tech looks good. Today, shares are up 12% year-to-date (YTD) and have paid out $3.27 per share in dividends. Thesecond-quarter earningslooked good as well. Now, investors are hoping that, byspinning offits services business as Kyndryl, IBM can be great again.\nBut that’s not going to happen. Kyndryl has signed an expensive leaseatop One Vanderbilt. It’s a sales office, meant to over-awe clients with its power. That’s the IBM way. But Kyndryl is just an outsourcer likeCognizant(NASDAQ:CTSH), which has also gone nowhere this year.\nAnd the rest of IBM? It will be a minnow among giants.Dell (NYSE:DELL), which is similar to the company and owns most ofVMWare(NYSE:VMW), is up 31% YTD. Likewise,Oracle(NYSE:ORCL) — the faux cloud company that Silicon Valley loves to hate — is up 39% YTD.\nOf course, the “hybrid cloud” is agreat idea,but IBM can’t execute on it. After all, Dak Prescott is also a good quarterback, but that doesn’t mean he can carry the team.\nThe Bottom Line on IBM Stock\nIf one word can be used to describe IBM today,it’s Watson.\nWatson was named for the company’s legendary CEOs, Tom Watson Sr. — who created IBM — and Tom Watson Jr., who made IBM a computer company. It was supposed to become a dominant artificial intelligence (AI) engine.\nIn the end, though, Watson was justApache Hadoopwith a fancy front-end. Hadoop was an interesting idea, but a business failure.\nWhen it comes down to it, IBM needs to be recycled, like its old upstate New York manufacturing plantsneed to be recycled. My guess is that it will be, after the company has flailed a bit as this latest incarnation. Its cloud will become a real estate investment trust (REIT) likeEquinix(NASDAQ:EQIX) and Red Hat will be spun out on its own. Retirement liabilities will be made to disappear.\nBut IBM won’t be taken out for nearly the $126 billion it’s worth today. That’s because, in my opinion, Virginia Rometty has become the Jerry Jones of technology. She’ll win eight games and lose eight games, then call it a success. Consider that before investing in IBM stock.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":881541834,"gmtCreate":1631369712128,"gmtModify":1632882920567,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great and useful","listText":"Great and useful","text":"Great and useful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/881541834","repostId":"2166376256","repostType":4,"isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":855008424,"gmtCreate":1635309283667,"gmtModify":1635309283667,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855008424","repostId":"1102311120","repostType":4,"repost":{"id":"1102311120","kind":"news","pubTimestamp":1635306080,"share":"https://www.laohu8.com/m/news/1102311120?lang=&edition=full","pubTime":"2021-10-27 11:41","market":"us","language":"en","title":"Why It Might Be the Right Time to Buy Warby Parker Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1102311120","media":"Barrons","summary":"Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts","content":"<p></p>\n<p>Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts said the company has found its niche in the optical retail sector.</p>\n<p>Warby Parker’s (ticker: WRBY) growth is being fueled by the success of its bricks-and-mortar stores and an aging population in need of affordable optical retailers.</p>\n<p>“How I think about Warby Parker is that they’ve completely cut out all the middlemen,” said Loop Capital Markets analyst Anthony Chukumba. “Essentially, they’re designing their own glasses, their own brands and then they’re directly sourcing those brands.”</p>\n<p>Chukumba also said the company has been successful in navigating their bricks-and-mortar sales. Consumers find the stores vibrant, he said, a bit different from buying glasses directly in the optometrist’s office.</p>\n<p>Shopping for glasses online is a challenge, he said, so having both e-commerce options and in-store options has proved fruitful.</p>\n<p>Store visits were up 32.4% in July, 19.2% in August, and 25.4% in September, from the same months in 2019, according to data compiled by Pacer.ai.</p>\n<p>Warby Parker “is one of the first direct-to-consumer companies that proved the traditionally brick-and-mortar-driven eyewear industry can go digital, and the company continues to push the boundaries of traditional vision care through virtual vision testing, virtual eyeglass try-ons and telehealth,” Cowen analyst Oliver Chen wrote in a research note.</p>\n<p>He wrote that the stock is a Buy, but that’s somewhat contingent on whether or not Warby Parker expands its store footprint. Both analysts noted this as a possible risk.</p>\n<p>“The oligopolistic nature of the U.S. eyewear market carries highbarriers to entry and could pose extreme challenges to WRBY’s path to becoming a holistic vision company,” Chen wrote.</p>\n<p>Some of those risks also include whether or not Warby Parker can continue to execute store roll outs and if competitors offer lower prices.</p>\n<p>The stock fell 2.5% to $57.53 on Tuesday. The S&P 500 index rose 0.2%</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why It Might Be the Right Time to Buy Warby Parker Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It Might Be the Right Time to Buy Warby Parker Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:41 GMT+8 <a href=https://www.barrons.com/articles/buy-warby-parker-stock-51635268656?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts said the company has found its niche in the optical retail sector.\nWarby Parker’s (ticker: WRBY) ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-warby-parker-stock-51635268656?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WRBY":"Warby Parker Inc."},"source_url":"https://www.barrons.com/articles/buy-warby-parker-stock-51635268656?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102311120","content_text":"Warby Parker‘s stock is up about 6% since the eyewear provider went public last month. Some analysts said the company has found its niche in the optical retail sector.\nWarby Parker’s (ticker: WRBY) growth is being fueled by the success of its bricks-and-mortar stores and an aging population in need of affordable optical retailers.\n“How I think about Warby Parker is that they’ve completely cut out all the middlemen,” said Loop Capital Markets analyst Anthony Chukumba. “Essentially, they’re designing their own glasses, their own brands and then they’re directly sourcing those brands.”\nChukumba also said the company has been successful in navigating their bricks-and-mortar sales. Consumers find the stores vibrant, he said, a bit different from buying glasses directly in the optometrist’s office.\nShopping for glasses online is a challenge, he said, so having both e-commerce options and in-store options has proved fruitful.\nStore visits were up 32.4% in July, 19.2% in August, and 25.4% in September, from the same months in 2019, according to data compiled by Pacer.ai.\nWarby Parker “is one of the first direct-to-consumer companies that proved the traditionally brick-and-mortar-driven eyewear industry can go digital, and the company continues to push the boundaries of traditional vision care through virtual vision testing, virtual eyeglass try-ons and telehealth,” Cowen analyst Oliver Chen wrote in a research note.\nHe wrote that the stock is a Buy, but that’s somewhat contingent on whether or not Warby Parker expands its store footprint. Both analysts noted this as a possible risk.\n“The oligopolistic nature of the U.S. eyewear market carries highbarriers to entry and could pose extreme challenges to WRBY’s path to becoming a holistic vision company,” Chen wrote.\nSome of those risks also include whether or not Warby Parker can continue to execute store roll outs and if competitors offer lower prices.\nThe stock fell 2.5% to $57.53 on Tuesday. The S&P 500 index rose 0.2%","news_type":1,"symbols_score_info":{"WRBY":0.9}},"isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827958512,"gmtCreate":1634395465276,"gmtModify":1634395465398,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827958512","repostId":"1132582737","repostType":4,"repost":{"id":"1132582737","kind":"news","pubTimestamp":1634311475,"share":"https://www.laohu8.com/m/news/1132582737?lang=&edition=full","pubTime":"2021-10-15 23:24","market":"us","language":"en","title":"JPMorgan On Amazon Stock: 29% Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1132582737","media":"TheStreet","summary":"Amazon stock has fallen victim of its own success: shares of the e-commerce giant have lagged the S&","content":"<p>Amazon stock has fallen victim of its own success: shares of the e-commerce giant have lagged the S&P 500 since its disappointing Q2 earnings day. But JPMorgan is optimistic and sees upside ahead.</p>\n<p>Since the release of Amazon’s most recent earnings report, investors have watched shares of the cloud and e-commerce giant tank by 11%. Amazon stock underperformed an already weak S&P 500 by three percentage points over the period, leaving some to question: is AMZN still a good investment?</p>\n<p>According to experts at JPMorgan (JPM), the answer is yes. Today, the Amazon Maven presents the main reasons why five-star rated analyst Doug Anmuth believes that Amazon stock is about to surge, producing an estimated 29% in gains through 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8e5f4ca5aa3dba7bef61858521bd17\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: J.P. Morgan offices in Hong Kong.</span></p>\n<p><b>Getting back on track</b></p>\n<p>As the Amazon Maven mentioned recently, the impact of the pandemic on shopping habits led analysts to overestimate Amazon’s revenues for the current year. This is the very first reason why JPMorgan believes that AMZN will get a green light to climb again: “[the stock is heading] closer to the last quarter of difficult COVID-19 comps in the first quarter of 2022\", which should help to reset sentiment.</p>\n<p>Once 2020 results are left in the rearview mirror, the e-commerce company will face more realistic, non-pandemic-inflated projections. As mentioned by Mr. Anmuth himself, \"further downward revisions to 2022 profit estimates would help lower the bar and potentially create more of a clearing event”.</p>\n<p><b>Holiday upside</b></p>\n<p>Another reason why Mr. Anmuth believes Amazon stock will head higher is the beginning of the holiday season. Since the market has been so cautious towards AMZN lately, the stock has been trading at lower multiples than would otherwise be considered reasonable. The holidays, on the other hand, could be the bullish catalyst that investors need to own the stock again.</p>\n<p>Lastly, there is the potential for an increase in Prime subscription price in 2022. Considering an estimated 150 million US Prime members in 2021, a $20 dollar hike in annual fee would lead to an extra $3 billion heading towards Amazon’s coffers.</p>\n<p>At first glance, the figure may not seem like much, given Amazon’s revenues of $380 billion in 2020. However, keep in mind that nearly all the price increase would flow cleanly into Amazon’s operating income. On a 2020 basis, this would represent growth of nearly 15% in pre-tax profits.</p>\n<p><b>What do other experts say?</b></p>\n<p>Other reports published recently also support the bullish thesis. Mark Mahaney from Evercore ISI talked to 15 industry experts, including former Amazon employees, during the research firm’s Amazon Day Symposium. The analyst liked what he saw and issued a hefty $4,700 target price.</p>\n<p>Wolfe Research’s Deepak Mathivanan, on the other hand,lowered his price target on AMZN modestly to $3,850 from $3,900, despite maintaining an outperform rating. Sitting closer to the consensus price target is Goldman Sachs’ Eric Sheridan, who is bullish and believes that AMZN shares are worth $4,250.</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>JPMorgan On Amazon Stock: 29% Upside Potential</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\">\nJPMorgan On Amazon Stock: 29% Upside Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 23:24 GMT+8 <a href=https://www.thestreet.com/amazon/news/jpmorgan-on-amazon-stock-29-upside-potential><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon stock has fallen victim of its own success: shares of the e-commerce giant have lagged the S&P 500 since its disappointing Q2 earnings day. But JPMorgan is optimistic and sees upside ahead.\n...</p>\n\n<a href=\"https://www.thestreet.com/amazon/news/jpmorgan-on-amazon-stock-29-upside-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/jpmorgan-on-amazon-stock-29-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132582737","content_text":"Amazon stock has fallen victim of its own success: shares of the e-commerce giant have lagged the S&P 500 since its disappointing Q2 earnings day. But JPMorgan is optimistic and sees upside ahead.\nSince the release of Amazon’s most recent earnings report, investors have watched shares of the cloud and e-commerce giant tank by 11%. Amazon stock underperformed an already weak S&P 500 by three percentage points over the period, leaving some to question: is AMZN still a good investment?\nAccording to experts at JPMorgan (JPM), the answer is yes. Today, the Amazon Maven presents the main reasons why five-star rated analyst Doug Anmuth believes that Amazon stock is about to surge, producing an estimated 29% in gains through 2022.\nFigure 1: J.P. Morgan offices in Hong Kong.\nGetting back on track\nAs the Amazon Maven mentioned recently, the impact of the pandemic on shopping habits led analysts to overestimate Amazon’s revenues for the current year. This is the very first reason why JPMorgan believes that AMZN will get a green light to climb again: “[the stock is heading] closer to the last quarter of difficult COVID-19 comps in the first quarter of 2022\", which should help to reset sentiment.\nOnce 2020 results are left in the rearview mirror, the e-commerce company will face more realistic, non-pandemic-inflated projections. As mentioned by Mr. Anmuth himself, \"further downward revisions to 2022 profit estimates would help lower the bar and potentially create more of a clearing event”.\nHoliday upside\nAnother reason why Mr. Anmuth believes Amazon stock will head higher is the beginning of the holiday season. Since the market has been so cautious towards AMZN lately, the stock has been trading at lower multiples than would otherwise be considered reasonable. The holidays, on the other hand, could be the bullish catalyst that investors need to own the stock again.\nLastly, there is the potential for an increase in Prime subscription price in 2022. Considering an estimated 150 million US Prime members in 2021, a $20 dollar hike in annual fee would lead to an extra $3 billion heading towards Amazon’s coffers.\nAt first glance, the figure may not seem like much, given Amazon’s revenues of $380 billion in 2020. However, keep in mind that nearly all the price increase would flow cleanly into Amazon’s operating income. On a 2020 basis, this would represent growth of nearly 15% in pre-tax profits.\nWhat do other experts say?\nOther reports published recently also support the bullish thesis. Mark Mahaney from Evercore ISI talked to 15 industry experts, including former Amazon employees, during the research firm’s Amazon Day Symposium. The analyst liked what he saw and issued a hefty $4,700 target price.\nWolfe Research’s Deepak Mathivanan, on the other hand,lowered his price target on AMZN modestly to $3,850 from $3,900, despite maintaining an outperform rating. Sitting closer to the consensus price target is Goldman Sachs’ Eric Sheridan, who is bullish and believes that AMZN shares are worth $4,250.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807778566,"gmtCreate":1628063364355,"gmtModify":1633753932437,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807778566","repostId":"2156174967","repostType":4,"isVote":1,"tweetType":1,"viewCount":1888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174233558,"gmtCreate":1627099846574,"gmtModify":1633767953220,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174233558","repostId":"2153751984","repostType":4,"isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172227920,"gmtCreate":1626963420260,"gmtModify":1633769319400,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Useful information ","listText":"Useful information ","text":"Useful information","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172227920","repostId":"2153711620","repostType":4,"isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813506813,"gmtCreate":1630210115732,"gmtModify":1704957088579,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813506813","repostId":"2162602132","repostType":4,"isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816936916,"gmtCreate":1630459575735,"gmtModify":1633677911946,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816936916","repostId":"1116780264","repostType":4,"isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839252931,"gmtCreate":1629163033923,"gmtModify":1633686922842,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great ","listText":"Great ","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839252931","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":2104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891577728,"gmtCreate":1628405644664,"gmtModify":1633747296274,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891577728","repostId":"1190347839","repostType":4,"isVote":1,"tweetType":1,"viewCount":1863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172220717,"gmtCreate":1626963127439,"gmtModify":1633769323601,"author":{"id":"4087953198586960","authorId":"4087953198586960","name":"33e7f10b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087953198586960","authorIdStr":"4087953198586960"},"themes":[],"htmlText":"Nice[Smile] ","listText":"Nice[Smile] ","text":"Nice[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172220717","repostId":"1175975559","repostType":4,"repost":{"id":"1175975559","kind":"news","pubTimestamp":1626958493,"share":"https://www.laohu8.com/m/news/1175975559?lang=&edition=full","pubTime":"2021-07-22 20:54","market":"us","language":"en","title":"Still Living in the Past, IBM Remains Behind the Tech Ball","url":"https://stock-news.laohu8.com/highlight/detail?id=1175975559","media":"InvestorPlace","summary":"IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IB","content":"<blockquote>\n <a href=\"https://laohu8.com/S/IBM\">IBM</a> hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n</blockquote>\n<p>To make a comparison to football, <b><a href=\"https://laohu8.com/S/IBM\">IBM</a> </b>is the Dallas Cowboys of technology. How do I mean? Well, both IBM and the Cowboys are overrated. They haven’t won a title in a quarter century and they’re not going to do it this year. Their system is stale, yet somehow they still have fans. All around, IBM stock represents a disappointment.</p>\n<p><img src=\"https://static.tigerbbs.com/23c40f297776e475ef48e891e3c26f52\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: shutterstock.com/LCV</p>\n<p>Basically, both the Cowboys and IBM are living in the past. The Cowboys revere football icon Tom Landry while actually being run by Jerry Jones. Similarly, IBM still reveres its 20th century leaders while still feeling the effects of former CEO and current executive chairmanVirginia Rometty.</p>\n<p>This much became clear when Jim Whitehurst, who brought IBM a new cachet with <a href=\"https://laohu8.com/S/RHT\">Red Hat</a> in 2019,announced his departure. Rometty and the IBM bureaucracy outmaneuvered him, installing Arvind Krishna as CEO. Now, the company is still behind the ball.</p>\n<p><b>IBM Stock: Rometty’s Bad Plays</b></p>\n<p>Rometty — who became CEO in 2012 after a career in marketing — compiled <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst executive records of the last decade in my opinion.</p>\n<p>For starters, like Randall Stephenson of<b>AT&T</b>(NYSE:<b><u>T</u></b>), she prioritized the dividend and missed the cloud — a trillion-dollar opportunity. Additionally, like Jeff Immelt of<b><a href=\"https://laohu8.com/S/BGC\">General</a> Electric</b>(NYSE:<b><u>GE</u></b>), she covered up poor performance with happy talk and buybacks. Then finally, like Brian Krzanich of<b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>(NASDAQ:<b><u>INTC</u></b>), Rometty ran off talent until the cupboard was bare.</p>\n<p>When I was young, IBM dominated technology just like the Cowboys dominated football. They literally<i>made</i><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(NASDAQ:<b><u>MSFT</u></b>) and used it to crush<b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>(NASDAQ:<b><u>AAPL</u></b>) in PCs. Their style was to bring in suits who assured clients they could handle all of their computing. Their Jimmy Johnson (another football icon) was Lou Gerstner, who made IBM a consulting company. Gerstner even wrote a book about it called<i>Who Says Elephants Can’t Dance.</i></p>\n<p>Whitehurst also has a book,<i>The Open Organization</i>, which describes how successful companies today must be run from the bottom-up as much as the top-down. Tech companies must also be partners with their customers, Whitehurst notes, not their overlords. The book was a direct challenge to the way IBM does business.</p>\n<p>When the companybought Red Hat, I was ready to buy IBM stock, thinking it would mark a transformation. However, Rometty and others have shown that’s not happening.</p>\n<p><b>Why IBM Looks Good</b></p>\n<p>Of course, IBM stock still looks good right now because everything in tech looks good. Today, shares are up 12% year-to-date (YTD) and have paid out $3.27 per share in dividends. Thesecond-quarter earningslooked good as well. Now, investors are hoping that, byspinning offits services business as Kyndryl, IBM can be great again.</p>\n<p>But that’s not going to happen. Kyndryl has signed an expensive leaseatop One Vanderbilt. It’s a sales office, meant to over-awe clients with its power. That’s the IBM way. But Kyndryl is just an outsourcer like<b>Cognizant</b>(NASDAQ:<b><u>CTSH</u></b>), which has also gone nowhere this year.</p>\n<p>And the rest of IBM? It will be a minnow among giants.<b><a href=\"https://laohu8.com/S/DVMT\">Dell</a></b> (NYSE:<b><u>DELL</u></b>), which is similar to the company and owns most of<b>VMWare</b>(NYSE:<b><u>VMW</u></b>), is up 31% YTD. Likewise,<b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b>(NYSE:<b><u>ORCL</u></b>) — the faux cloud company that Silicon Valley loves to hate — is up 39% YTD.</p>\n<p>Of course, the “hybrid cloud” is agreat idea,but IBM can’t execute on it. After all, Dak Prescott is also a good quarterback, but that doesn’t mean he can carry the team.</p>\n<p><b>The Bottom Line on IBM Stock</b></p>\n<p>If one word can be used to describe IBM today,it’s Watson.</p>\n<p>Watson was named for the company’s legendary CEOs, Tom Watson Sr. — who created IBM — and Tom Watson Jr., who made IBM a computer company. It was supposed to become a dominant artificial intelligence (AI) engine.</p>\n<p>In the end, though, Watson was justApache Hadoopwith a fancy front-end. Hadoop was an interesting idea, but a business failure.</p>\n<p>When it comes down to it, IBM needs to be recycled, like its old upstate <a href=\"https://laohu8.com/S/NWY\">New York</a> manufacturing plantsneed to be recycled. My guess is that it will be, after the company has flailed a bit as this latest incarnation. Its cloud will become a real estate investment trust (REIT) like<b><a href=\"https://laohu8.com/S/EQIX\">Equinix</a></b>(NASDAQ:<b><u>EQIX</u></b>) and Red Hat will be spun out on its own. Retirement liabilities will be made to disappear.</p>\n<p>But IBM won’t be taken out for nearly the $126 billion it’s worth today. That’s because, in my opinion, Virginia Rometty has become the Jerry Jones of technology. She’ll win eight games and lose eight games, then call it a success. Consider that before investing in IBM stock.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Still Living in the Past, IBM Remains Behind the Tech Ball</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\">\nStill Living in the Past, IBM Remains Behind the Tech Ball\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:54 GMT+8 <a href=https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n\nTo make a comparison to football, IBM is the Dallas Cowboys of technology. How do I mean? ...</p>\n\n<a href=\"https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://investorplace.com/2021/07/ibm-stock-still-living-in-past-ibm-remains-behind-the-tech-ball/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175975559","content_text":"IBM hasn't had any wins in a quarter century -- and it's not about to start. Here's what's behind IBM stock.\n\nTo make a comparison to football, IBM is the Dallas Cowboys of technology. How do I mean? Well, both IBM and the Cowboys are overrated. They haven’t won a title in a quarter century and they’re not going to do it this year. Their system is stale, yet somehow they still have fans. All around, IBM stock represents a disappointment.\nSource: shutterstock.com/LCV\nBasically, both the Cowboys and IBM are living in the past. The Cowboys revere football icon Tom Landry while actually being run by Jerry Jones. Similarly, IBM still reveres its 20th century leaders while still feeling the effects of former CEO and current executive chairmanVirginia Rometty.\nThis much became clear when Jim Whitehurst, who brought IBM a new cachet with Red Hat in 2019,announced his departure. Rometty and the IBM bureaucracy outmaneuvered him, installing Arvind Krishna as CEO. Now, the company is still behind the ball.\nIBM Stock: Rometty’s Bad Plays\nRometty — who became CEO in 2012 after a career in marketing — compiled one of the worst executive records of the last decade in my opinion.\nFor starters, like Randall Stephenson ofAT&T(NYSE:T), she prioritized the dividend and missed the cloud — a trillion-dollar opportunity. Additionally, like Jeff Immelt ofGeneral Electric(NYSE:GE), she covered up poor performance with happy talk and buybacks. Then finally, like Brian Krzanich ofIntel(NASDAQ:INTC), Rometty ran off talent until the cupboard was bare.\nWhen I was young, IBM dominated technology just like the Cowboys dominated football. They literallymadeMicrosoft(NASDAQ:MSFT) and used it to crushApple(NASDAQ:AAPL) in PCs. Their style was to bring in suits who assured clients they could handle all of their computing. Their Jimmy Johnson (another football icon) was Lou Gerstner, who made IBM a consulting company. Gerstner even wrote a book about it calledWho Says Elephants Can’t Dance.\nWhitehurst also has a book,The Open Organization, which describes how successful companies today must be run from the bottom-up as much as the top-down. Tech companies must also be partners with their customers, Whitehurst notes, not their overlords. The book was a direct challenge to the way IBM does business.\nWhen the companybought Red Hat, I was ready to buy IBM stock, thinking it would mark a transformation. However, Rometty and others have shown that’s not happening.\nWhy IBM Looks Good\nOf course, IBM stock still looks good right now because everything in tech looks good. Today, shares are up 12% year-to-date (YTD) and have paid out $3.27 per share in dividends. Thesecond-quarter earningslooked good as well. Now, investors are hoping that, byspinning offits services business as Kyndryl, IBM can be great again.\nBut that’s not going to happen. Kyndryl has signed an expensive leaseatop One Vanderbilt. It’s a sales office, meant to over-awe clients with its power. That’s the IBM way. But Kyndryl is just an outsourcer likeCognizant(NASDAQ:CTSH), which has also gone nowhere this year.\nAnd the rest of IBM? It will be a minnow among giants.Dell (NYSE:DELL), which is similar to the company and owns most ofVMWare(NYSE:VMW), is up 31% YTD. Likewise,Oracle(NYSE:ORCL) — the faux cloud company that Silicon Valley loves to hate — is up 39% YTD.\nOf course, the “hybrid cloud” is agreat idea,but IBM can’t execute on it. After all, Dak Prescott is also a good quarterback, but that doesn’t mean he can carry the team.\nThe Bottom Line on IBM Stock\nIf one word can be used to describe IBM today,it’s Watson.\nWatson was named for the company’s legendary CEOs, Tom Watson Sr. — who created IBM — and Tom Watson Jr., who made IBM a computer company. It was supposed to become a dominant artificial intelligence (AI) engine.\nIn the end, though, Watson was justApache Hadoopwith a fancy front-end. Hadoop was an interesting idea, but a business failure.\nWhen it comes down to it, IBM needs to be recycled, like its old upstate New York manufacturing plantsneed to be recycled. My guess is that it will be, after the company has flailed a bit as this latest incarnation. Its cloud will become a real estate investment trust (REIT) likeEquinix(NASDAQ:EQIX) and Red Hat will be spun out on its own. Retirement liabilities will be made to disappear.\nBut IBM won’t be taken out for nearly the $126 billion it’s worth today. That’s because, in my opinion, Virginia Rometty has become the Jerry Jones of technology. She’ll win eight games and lose eight games, then call it a success. Consider that before investing in IBM stock.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
