1.   $Meta Platforms (FB.US)$ Meta Platforms' 26% drop in a single day caught the attention of investors. But I realised Meta was not the only social media stock that got hit badly.
2.   $Roblox (RBLX.US)$ Roblox, a favourite among the school goers today, dropped 26% in a day too. Seems like 26% is a magic number. The reasons given were that it missed the revenue by $2m and that the earnings have slowed down. Investors fear the allure of the platform has declined due to the reopening of the economy.
3. Of course, not all is doom and gloom. The overall results were still pretty good. Roblox's revenue increased 108% in 2021 and free cash flow was positive and increased to half a billion. This means that they no longer need to raise money as their operations are able to sustain the business on its own.
4. Similarly,   $Snap Inc (SNAP.US)$ Snap has reported positive free cash flow that is 3x the amount achieved in the last quarter. This is the first time they have a consecutive positive free cash flow quarters. Similar to Roblox, they are self-sustainable now. Snap has turned profitable in the latest quarter too.
5. Although Snap share price jumped 58% on this good news, it is still down 15% since the start of 2022. This is worse than the NASDAQ Composite (-13%).
6. Somehow the general sentiment towards social media stocks was bad, looking at the comparative performances:
NASDAQ -13%
Snap -15%
Twitter -17%
Pinterest -32%
Meta Platforms -39%
Roblox -45%
7.   $Twitter(已退市) (TWTR.US)$ Twitter and   $Pinterest (PINS.US)$ Pinterest grew their revenue by 37% and 52% respectively. Twitter is still loss-making and having negative free cash flow but Pinterest is the direct opposite. Even so, Pinterest share price has declined 32% since the start of 2022.
8. Overall, the social media platforms have exhibited good growth and majority of them have achieved a significant milestone: generating positive free cash flow and some turned profitable.
9. All these were ignored. I think there are three reasons. First, the valuation reset due to pending higher interest rates - many growth stocks should trade lower as their future value will be discounted by a larger amount to the present day.
10. Second, the increase in social media competition would mean a smaller pie for everybody. Investors project slower growth and bigger losses as they spend more to compete.
11. Third, the degree of privacy protection may be enhanced going forward (Android is increasing privacy options too) and this trend will impact the social media platforms because they all rely on tracking to make ads more effective.
12. It is definitely harder to analyse the social media platforms now. It has evolved from a monopoly to an oligopoly. This alone will make the industry less attractive according to Porter's Five Forces.

Moomoo Courses提供许多课程，帮助他们在做出明智的决定之前做好充分的准备，但是你熟悉吗？你用过吗？ 这是一张地图，可帮助您了解有关课程的更多信息。让我们开始吧！
第 1 部分 在哪里可以找到它？
前往 Moo 页面并点击 课程。您将看到课程的主页。
第 2 部分 探索主页
大量内容分为几个精心策划的部分...

沃伦·巴菲特支持的中国汽车制造商 $比亚迪(ADR) (BYDDY.US)$ CNEVPost周一援引当地报纸的话报道，其目标是在2022年销售60万辆电池供电的电动汽车。
发生了什么：该汽车制造商还计划明年销售50万至60万辆插电式混合动力车。该汽车制造商在11月共售出91,219辆新能源汽车，增长了三倍多，其中纯电动汽车贡献了46,137辆，其余是插电式混合动力电动汽车的销量。
该汽车制造商预计将在中国获得约25％的市场份额。比亚迪目前在新能源汽车类别中拥有约18％的份额。
比亚迪今年迄今已售出509,838辆新能源汽车。
为何重要：比亚迪与中国的多家电动汽车制造商竞争，包括全球市场领导者 $特斯拉 (TSLA.US)$ 以及本地初创公司，例如 $蔚来 (NIO.US)$ , $小鹏汽车 (XPEV.US)$ , $理想汽车 (LI.US)$ .
中国电动汽车制造商在迅速在本国建立业务后，现在正寻求向海外扩张。8月，比亚迪开始向挪威运送电动运动型多功能车Tang。
比亚迪最初是一家电池制造商，一直专注于转向全电动汽车阵容，其目前的新能源汽车产品组合包括汽车、公共汽车和卡车。

这两者有什么区别？除了成本，一切似乎都一样
$BYD Co. (BYDDF.US)$
$比亚迪(ADR) (BYDDY.US)$

$Upstart (UPST.US)$通过 motley fool 推荐进入这个狗屎，平均 397，die liao

$特斯拉 (TSLA.US)$ 市场估值过高的最大迹象是特斯拉。特斯拉的市值为1.277万亿美元，利润接近30亿美元，而 $苹果 (AAPL.US)$ 它在2018年突破了1万亿美元的关口，当时它达到了580亿美元的利润！
常识意味着，像特斯拉这样的公司的估值被严重高估了 $谷歌-C (GOOG.US)$ 按690亿美元的利润计算，其市值 “仅” 为1.95万亿美元。也许常识已经被集体错觉所取代！
这与最近上市的价格相呼应 $Rivian Automotive (RIVN.US)$ 。它的收入几乎为零，到目前为止只生产了大约十二辆汽车，但其市值却高于两者的市值 $福特汽车 (F.US)$ 和 $通用汽车 (GM.US)$ !1100亿美元，而分别为779亿美元和920亿美元。
换句话说，如果假设特斯拉和Rivian的2023年产量目标已经实现，那么特斯拉的市场价格相当于每辆车50万美元和Rivian的每辆车130万美元！去年福特生产了4187万辆汽车，所以有人可能会问，为什么它的市值只有779亿美元，而不是每辆车50万美元的2.0935ee+12美元！我无法理解这样的数字，但我认为这与美国经济的规模差不多：2020年美国的国内生产总值约为20.93万亿美元。疯狂？？是的。这是特斯拉的定时炸弹。
对于某些人来说，这种疯狂的结局只能很糟糕，我希望那些陷入对特斯拉的集体错觉的人能够在牛群认同真相后匆忙赶出去...
我担心的是，当那枚滴答作响的定时炸弹爆炸时，它将成为全球其他日益严重的问题平行爆炸的催化剂。我们应该担心，因为其他人认为特斯拉除了上涨之外别无选择！
总而言之： 我对埃隆·马斯克和他从头开始建立的公司感到钦佩。我的话并不是要批评特斯拉本身，而是批评那些创造了股市估值并由此产生了特斯拉定时炸弹的人。令人讨厌的市场惊喜可能就在我们面前。
一个字说明了一切——当心。

$Upstart (UPST.US)$ 突然间，这个董事会变得活跃起来，“大师” 发表了很多 “思想文章”，这些文章在暴跌了25％之后才显而易见地 “被高估” 了哈哈。但在这之前怎么能安静下来？队长显而易见的哈哈

$Upstart (UPST.US)$ 利率上升将在基本面和技术价格层面上扼杀像暴发户一样的企业。被严重高估了。