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RICHSG2021
2021-12-19
Good analysis
Broadcom, Skyworks defended at BofA as Apple speculation heats up
RICHSG2021
2021-12-19
Good analysis
抱歉,原内容已删除
RICHSG2021
2021-10-30
$Etsy(ETSY)$
I shared a couple of mo ths ago. Speciality ecommerce.
RICHSG2021
2021-10-21
$Etsy(ETSY)$
Back towards new highs
RICHSG2021
2021-10-08
Its about time. And time to accumulate good ones.
Is The Stock Market Starting To Discount An Earnings Recession?
RICHSG2021
2021-10-08
$NVIDIA Corp(NVDA)$
Solid long term bet
RICHSG2021
2021-08-10
$Etsy(ETSY)$
Speciality ecom pick..
RICHSG2021
2021-07-30
Next wave of ecom is speciality retail marketplaces.
RICHSG2021
2021-07-29
Good results.
抱歉,原内容已删除
RICHSG2021
2021-07-29
Single shot vaccine will be a big boost
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RICHSG2021
2021-07-29
Memory demand will continue to rise. Buy the dip.
RICHSG2021
2021-07-29
Good perspective.
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RICHSG2021
2021-07-28
Buy ASML
抱歉,原内容已删除
RICHSG2021
2021-07-28
Book profit
Apple’s blowout earnings didn’t help its stock, and here’s why
去老虎APP查看更多动态
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analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699546267","repostId":"1156618758","repostType":4,"repost":{"id":"1156618758","kind":"news","pubTimestamp":1639807675,"share":"https://www.laohu8.com/m/news/1156618758?lang=&edition=full","pubTime":"2021-12-18 14:07","market":"us","language":"en","title":"Broadcom, Skyworks defended at BofA as Apple speculation heats up","url":"https://stock-news.laohu8.com/highlight/detail?id=1156618758","media":"Seeking Alpha","summary":"Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that A","content":"<p><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.</p>\n<p>Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.</p>\n<p>Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.</p>\n<p>Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.</p>\n<p>Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.</p>\n<p>Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.</p>\n<p>On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</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>Broadcom, Skyworks defended at BofA as Apple speculation heats up</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; 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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\">\nBroadcom, Skyworks defended at BofA as Apple speculation heats up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 14:07 GMT+8 <a href=https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that Apple is looking to build wireless chips in-house, news that sent shares of both semiconductor ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","AAPL":"苹果","SWKS":"思佳讯"},"source_url":"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156618758","content_text":"Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that Apple is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.\nAnalyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.\nSkyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.\nArya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.\nApple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.\nApple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.\nOn Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AVGO":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699546398,"gmtCreate":1639865087805,"gmtModify":1639865087805,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699546398","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840937579,"gmtCreate":1635574020416,"gmtModify":1635574020416,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>I shared a couple of mo ths ago. Speciality ecommerce.","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>I shared a couple of mo ths ago. Speciality ecommerce.","text":"$Etsy(ETSY)$I shared a couple of mo ths ago. Speciality ecommerce.","images":[{"img":"https://static.tigerbbs.com/77fd5129d6861ed230c923ca016acd57","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840937579","isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":853350974,"gmtCreate":1634775492464,"gmtModify":1634775492593,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Back towards new highs ","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Back towards new highs ","text":"$Etsy(ETSY)$Back towards new highs","images":[{"img":"https://static.tigerbbs.com/85872679edb6e689f623ef66a51f0e9f","width":"1080","height":"3162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853350974","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823262033,"gmtCreate":1633640276154,"gmtModify":1633640276300,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Its about time. And time to accumulate good ones. ","listText":"Its about time. And time to accumulate good ones. ","text":"Its about time. And time to accumulate good ones.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823262033","repostId":"1122483864","repostType":4,"repost":{"id":"1122483864","kind":"news","pubTimestamp":1633612054,"share":"https://www.laohu8.com/m/news/1122483864?lang=&edition=full","pubTime":"2021-10-07 21:07","market":"us","language":"en","title":"Is The Stock Market Starting To Discount An Earnings Recession?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122483864","media":"The Felder Report","summary":"Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind","content":"<p><b>Summary</b></p>\n<ul>\n <li>Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.</li>\n <li>For astute market watchers, however, this should not come as any surprise.</li>\n <li>Considering valuations are more extreme than ever before and investors are also more highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</li>\n</ul>\n<p>Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices. For astute market watchers, however, this should not come as any surprise. The decline in interest rates, oil prices, and the dollar over the past couple of years, in fact, predicted it. As a group, these markets have proven for decades now to be a far better forecaster of S&P 500 earnings growth than any analyst on Wall Street. The chart below plots a composite of these indicators, shifted forward 24 months, against the 12-month change in S&P 500 earnings. The relationship is not perfect but generally gets the trend right.</p>\n<p><img src=\"https://static.tigerbbs.com/fe8828707d84ad373cdfa67b61274b6c\" tg-width=\"1024\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p>\n<p>With inflation pressures continuing to rise even as record amounts of fiscal stimulus begin to wear off and the economy clearly slows, however, an earnings recession over the next several quarters should also come as no surprise. In fact, that is exactly what the recent action in interest rates, oil prices, and the dollar now point to. Considering valuations aremore extreme than ever beforeand investors are alsomore highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</p>","source":"lsy1633612154156","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is The Stock Market Starting To Discount An Earnings Recession?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Stock Market Starting To Discount An Earnings Recession?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 21:07 GMT+8 <a href=https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/><strong>The Felder Report</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.\nFor astute market watchers, however, this should not come as any surprise.\n...</p>\n\n<a href=\"https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122483864","content_text":"Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.\nFor astute market watchers, however, this should not come as any surprise.\nConsidering valuations are more extreme than ever before and investors are also more highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices. For astute market watchers, however, this should not come as any surprise. The decline in interest rates, oil prices, and the dollar over the past couple of years, in fact, predicted it. As a group, these markets have proven for decades now to be a far better forecaster of S&P 500 earnings growth than any analyst on Wall Street. The chart below plots a composite of these indicators, shifted forward 24 months, against the 12-month change in S&P 500 earnings. The relationship is not perfect but generally gets the trend right.\n\nWith inflation pressures continuing to rise even as record amounts of fiscal stimulus begin to wear off and the economy clearly slows, however, an earnings recession over the next several quarters should also come as no surprise. In fact, that is exactly what the recent action in interest rates, oil prices, and the dollar now point to. Considering valuations aremore extreme than ever beforeand investors are alsomore highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823266794,"gmtCreate":1633640184719,"gmtModify":1633640184860,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Solid long term bet","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Solid long term bet","text":"$NVIDIA Corp(NVDA)$Solid long term bet","images":[{"img":"https://static.tigerbbs.com/42873d7a452c80f65ed54c73a96e773e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823266794","isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":896842072,"gmtCreate":1628572046096,"gmtModify":1631884337567,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Speciality ecom pick..","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Speciality ecom pick..","text":"$Etsy(ETSY)$Speciality ecom pick..","images":[{"img":"https://static.tigerbbs.com/6c8dcf3c6d9ffa096c6a6ccc827bb550","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896842072","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806867206,"gmtCreate":1627650121205,"gmtModify":1633757455010,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Next wave of ecom is speciality retail marketplaces.","listText":"Next wave of ecom is speciality retail marketplaces.","text":"Next wave of ecom is speciality retail marketplaces.","images":[{"img":"https://static.tigerbbs.com/1e7db1f0e6cce101aa9c9834b94f7445","width":"1080","height":"2279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806867206","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801743283,"gmtCreate":1627538010042,"gmtModify":1633763989643,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Good results.","listText":"Good results.","text":"Good results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801743283","repostId":"2155970840","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801749298,"gmtCreate":1627537937514,"gmtModify":1633763990477,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Single shot vaccine will be a big boost","listText":"Single shot vaccine will be a big boost","text":"Single shot vaccine will be a big boost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801749298","repostId":"2155413972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801474460,"gmtCreate":1627531709450,"gmtModify":1633764050062,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Memory demand will continue to rise. Buy the dip.","listText":"Memory demand will continue to rise. Buy the dip.","text":"Memory demand will continue to rise. Buy the dip.","images":[{"img":"https://static.tigerbbs.com/e17209e05823bb7ad388b94ef39cb0ff","width":"1080","height":"2279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801474460","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801866552,"gmtCreate":1627509904676,"gmtModify":1633764420105,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Good perspective. ","listText":"Good perspective. ","text":"Good perspective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801866552","repostId":"2154360923","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803476989,"gmtCreate":1627460593741,"gmtModify":1633764784863,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Buy ASML","listText":"Buy ASML","text":"Buy ASML","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803476989","repostId":"1194863261","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803445266,"gmtCreate":1627460252555,"gmtModify":1633764789747,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Book profit","listText":"Book profit","text":"Book profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803445266","repostId":"1195067283","repostType":4,"repost":{"id":"1195067283","kind":"news","pubTimestamp":1627459353,"share":"https://www.laohu8.com/m/news/1195067283?lang=&edition=full","pubTime":"2021-07-28 16:02","market":"us","language":"en","title":"Apple’s blowout earnings didn’t help its stock, and here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1195067283","media":"MarketWatch","summary":"CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales. Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS. Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing ha","content":"<p>Apple shares fell 1.5% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/46b6dcdfd6c3341849a132b84908df8a\" tg-width=\"881\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>CFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df758af59b72a37be435c6d3859ce151\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS</span></p>\n<p>Apple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.</p>\n<p>Apple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.</p>\n<p>“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”</p>\n<p>Apple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.</p>\n<p>Beyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.</p>\n<p>“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.</p>\n<p>That growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.</p>\n<p>“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.</p>\n<p>When asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.</p>\n<p>While it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead</p>\n<p>As Cook phrased it Tuesday, “the road to recovery will be a winding one.”</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s blowout earnings didn’t help its stock, and here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s blowout earnings didn’t help its stock, and here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:02 GMT+8 <a href=https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-blowout-earnings-didnt-help-its-stock-and-heres-why-11627430752?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195067283","content_text":"Apple shares fell 1.5% in premarket trading.\n\nCFO suggests that sales growth will slow overall and in the hot services sector, sending shares lower in after-hours trading despite stunning beat in earnings and iPhone sales\nApple racked up nearly $40 billion in iPhone sales last quarter. BLOOMBERG NEWS\nApple Inc.’s whopping fiscal third quarter was overshadowed by the company’s forecast for slowing growth Tuesday, putting a damper on its record results and sending shares south.\nApple reported its strongest June quarter ever on Tuesday, with a near doubling of its profits and a whopping iPhone beat— iPhone revenue surpassed Wall Street’s expectations by a stunning $5 billion. But the celebration came to a crashing halt when Apple Chief Financial Officer Luca Maestri said in a conference call that the company’s revenue growth would slow in the current quarter due to foreign exchange rates, the semiconductor shortage and tougher comparisons with the previous year.\n“We expect very strong double-digit year-over-year revenue growth during the September quarter,” Maestri said, while continuing to avoid exact revenue guidance due to uncertainty related to the COVID-19 pandemic. “We expect revenue growth to be lower than our June quarter year-over-year growth of 36%.”\nApple’s shares had gained in after-hours trading to that point, but immediately fell back and ultimately ended the extended trading session with a 2% decline.\nBeyond overall revenue, Maestri also warned about one of Apple’s hottest businesses and declined to give any hints about prolonged declines in sales growth.\n“We expect our services growth rate to return to a more typical level,” Maestri said, referring to Apple’s services business, which reached record-high revenue in the quarter by growing 33% to $17.5 billion.\nThat growth rate also benefited from a favorable comparison as certain services were significantly impacted by the very beginning of the COVID-19 lockdowns a year ago, he added.\n“We expect significant growth in services, but not to the level that we’ve seen in June,” he said in response to a question about the company’s guidance.\nWhen asked about the upcoming holiday period, and whether the semiconductor and component shortage would have an impact on what is typically Apple’s biggest quarter, Maestri said he only wanted to talk about one quarter at a time. Some analysts have already been wondering if the second half of this year is going to be as strong as the first half among tech companies, especially the tech giants, and Apple’s June quarter seemed to be reflective of those fears.\nWhile it seems ridiculous to see shares decline after reporting such a mind-blowing quarter — iPhone total revenue alone was nearly $40 billion and Chief Executive Tim Cook said that 5G penetration is still “very very low, and so we feel really good about the future of the iPhone” — concerns that we are at a peak for tech are valid. And as the delta variant continues to create uncertainty about the path of the COVID-19 pandemic, there is even more uncertainty ahead\nAs Cook phrased it Tuesday, “the road to recovery will be a winding one.”","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":801749298,"gmtCreate":1627537937514,"gmtModify":1633763990477,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Single shot vaccine will be a big boost","listText":"Single shot vaccine will be a big boost","text":"Single shot vaccine will be a big boost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801749298","repostId":"2155413972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699546398,"gmtCreate":1639865087805,"gmtModify":1639865087805,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699546398","repostId":"2192754259","repostType":4,"isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823262033,"gmtCreate":1633640276154,"gmtModify":1633640276300,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Its about time. And time to accumulate good ones. ","listText":"Its about time. And time to accumulate good ones. ","text":"Its about time. And time to accumulate good ones.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823262033","repostId":"1122483864","repostType":4,"repost":{"id":"1122483864","kind":"news","pubTimestamp":1633612054,"share":"https://www.laohu8.com/m/news/1122483864?lang=&edition=full","pubTime":"2021-10-07 21:07","market":"us","language":"en","title":"Is The Stock Market Starting To Discount An Earnings Recession?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122483864","media":"The Felder Report","summary":"Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind","content":"<p><b>Summary</b></p>\n<ul>\n <li>Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.</li>\n <li>For astute market watchers, however, this should not come as any surprise.</li>\n <li>Considering valuations are more extreme than ever before and investors are also more highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</li>\n</ul>\n<p>Earnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices. For astute market watchers, however, this should not come as any surprise. The decline in interest rates, oil prices, and the dollar over the past couple of years, in fact, predicted it. As a group, these markets have proven for decades now to be a far better forecaster of S&P 500 earnings growth than any analyst on Wall Street. The chart below plots a composite of these indicators, shifted forward 24 months, against the 12-month change in S&P 500 earnings. The relationship is not perfect but generally gets the trend right.</p>\n<p><img src=\"https://static.tigerbbs.com/fe8828707d84ad373cdfa67b61274b6c\" tg-width=\"1024\" tg-height=\"740\" width=\"100%\" height=\"auto\"></p>\n<p>With inflation pressures continuing to rise even as record amounts of fiscal stimulus begin to wear off and the economy clearly slows, however, an earnings recession over the next several quarters should also come as no surprise. In fact, that is exactly what the recent action in interest rates, oil prices, and the dollar now point to. Considering valuations aremore extreme than ever beforeand investors are alsomore highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.</p>","source":"lsy1633612154156","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is The Stock Market Starting To Discount An Earnings Recession?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Stock Market Starting To Discount An Earnings Recession?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 21:07 GMT+8 <a href=https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/><strong>The Felder Report</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.\nFor astute market watchers, however, this should not come as any surprise.\n...</p>\n\n<a href=\"https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://thefelderreport.com/2021/10/06/is-the-stock-market-starting-to-discount-an-earnings-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122483864","content_text":"Summary\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices.\nFor astute market watchers, however, this should not come as any surprise.\nConsidering valuations are more extreme than ever before and investors are also more highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.\n\nEarnings growth has been terrific over the past several quarters, proving a strong tailwind for stock prices. For astute market watchers, however, this should not come as any surprise. The decline in interest rates, oil prices, and the dollar over the past couple of years, in fact, predicted it. As a group, these markets have proven for decades now to be a far better forecaster of S&P 500 earnings growth than any analyst on Wall Street. The chart below plots a composite of these indicators, shifted forward 24 months, against the 12-month change in S&P 500 earnings. The relationship is not perfect but generally gets the trend right.\n\nWith inflation pressures continuing to rise even as record amounts of fiscal stimulus begin to wear off and the economy clearly slows, however, an earnings recession over the next several quarters should also come as no surprise. In fact, that is exactly what the recent action in interest rates, oil prices, and the dollar now point to. Considering valuations aremore extreme than ever beforeand investors are alsomore highly leveraged than any other time in the past, a shifting in this fundamental driver of stock prices from tailwind to headwind should be something investors pay close attention to.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896842072,"gmtCreate":1628572046096,"gmtModify":1631884337567,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Speciality ecom pick..","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Speciality ecom pick..","text":"$Etsy(ETSY)$Speciality ecom pick..","images":[{"img":"https://static.tigerbbs.com/6c8dcf3c6d9ffa096c6a6ccc827bb550","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896842072","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801866552,"gmtCreate":1627509904676,"gmtModify":1633764420105,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Good perspective. ","listText":"Good perspective. ","text":"Good perspective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801866552","repostId":"2154360923","repostType":4,"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803445266,"gmtCreate":1627460252555,"gmtModify":1633764789747,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Book profit","listText":"Book profit","text":"Book profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803445266","repostId":"1195067283","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":699546267,"gmtCreate":1639865157359,"gmtModify":1639865157467,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699546267","repostId":"1156618758","repostType":4,"repost":{"id":"1156618758","kind":"news","pubTimestamp":1639807675,"share":"https://www.laohu8.com/m/news/1156618758?lang=&edition=full","pubTime":"2021-12-18 14:07","market":"us","language":"en","title":"Broadcom, Skyworks defended at BofA as Apple speculation heats up","url":"https://stock-news.laohu8.com/highlight/detail?id=1156618758","media":"Seeking Alpha","summary":"Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that A","content":"<p><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.</p>\n<p>Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.</p>\n<p>Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.</p>\n<p>Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.</p>\n<p>Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.</p>\n<p>Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.</p>\n<p>On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBroadcom, Skyworks defended at BofA as Apple speculation heats up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 14:07 GMT+8 <a href=https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that Apple is looking to build wireless chips in-house, news that sent shares of both semiconductor ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","AAPL":"苹果","SWKS":"思佳讯"},"source_url":"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156618758","content_text":"Skyworks Solutions and Broadcom are being defended at Bank of America after it was reported that Apple is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.\nAnalyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.\nSkyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.\nArya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.\nApple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.\nApple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.\nOn Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AVGO":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853350974,"gmtCreate":1634775492464,"gmtModify":1634775492593,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Back towards new highs ","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>Back towards new highs ","text":"$Etsy(ETSY)$Back towards new highs","images":[{"img":"https://static.tigerbbs.com/85872679edb6e689f623ef66a51f0e9f","width":"1080","height":"3162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853350974","isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":801743283,"gmtCreate":1627538010042,"gmtModify":1633763989643,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Good results.","listText":"Good results.","text":"Good results.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801743283","repostId":"2155970840","repostType":4,"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803476989,"gmtCreate":1627460593741,"gmtModify":1633764784863,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Buy ASML","listText":"Buy ASML","text":"Buy ASML","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803476989","repostId":"1194863261","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823266794,"gmtCreate":1633640184719,"gmtModify":1633640184860,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Solid long term bet","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>Solid long term bet","text":"$NVIDIA Corp(NVDA)$Solid long term bet","images":[{"img":"https://static.tigerbbs.com/42873d7a452c80f65ed54c73a96e773e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823266794","isVote":1,"tweetType":1,"viewCount":2372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":840937579,"gmtCreate":1635574020416,"gmtModify":1635574020416,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>I shared a couple of mo ths ago. Speciality ecommerce.","listText":"<a href=\"https://laohu8.com/S/ETSY\">$Etsy(ETSY)$</a>I shared a couple of mo ths ago. Speciality ecommerce.","text":"$Etsy(ETSY)$I shared a couple of mo ths ago. Speciality ecommerce.","images":[{"img":"https://static.tigerbbs.com/77fd5129d6861ed230c923ca016acd57","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840937579","isVote":1,"tweetType":1,"viewCount":1356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806867206,"gmtCreate":1627650121205,"gmtModify":1633757455010,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Next wave of ecom is speciality retail marketplaces.","listText":"Next wave of ecom is speciality retail marketplaces.","text":"Next wave of ecom is speciality retail marketplaces.","images":[{"img":"https://static.tigerbbs.com/1e7db1f0e6cce101aa9c9834b94f7445","width":"1080","height":"2279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806867206","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801474460,"gmtCreate":1627531709450,"gmtModify":1633764050062,"author":{"id":"4089003739432960","authorId":"4089003739432960","name":"RICHSG2021","avatar":"https://static.tigerbbs.com/bbd874826d817a4e6c7f5dbfa5c3e3a0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089003739432960","authorIdStr":"4089003739432960"},"themes":[],"htmlText":"Memory demand will continue to rise. Buy the dip.","listText":"Memory demand will continue to rise. Buy the dip.","text":"Memory demand will continue to rise. Buy the dip.","images":[{"img":"https://static.tigerbbs.com/e17209e05823bb7ad388b94ef39cb0ff","width":"1080","height":"2279"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801474460","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}