![[3월18일]-미국주식 커뮤니티동향: 자율주행차, 테슬라, 오토파일럿, 배당주, 보잉 주식, 전기차 제조업체](https://temazu.com/wp-content/uploads/2025/03/photo_2025-03-17_20-35-35.webp "[3월18일]-미국주식 커뮤니티동향: 자율주행차, 테슬라, 오토파일럿, 배당주, 보잉 주식, 전기차 제조업체")
미국커뮤니티 요약
(상세 내용은 하단부에 첨부합니다.)
요즘 시장이랑 투자 관련해서 이런저런 얘기들이 많더라구. 아무래도 관세나 금리 때문에 시장이 불안정해서 하락할 수도 있다는 걱정 때문에 해외 시장이나 배당주로 눈을 돌리는 사람들도 있는 것 같아.테슬라 자율주행 기술이 얼마나 안전한지, 금 투자는 어떻게 해야 하는지 같은 이야기도 있고, Lam Research처럼 관세 때문에 영향을 받는 회사 이야기도 나오네. EV 시장이 어떻게 바뀔지, 클라우드 보안이나 기능성 음료 쪽에서 큰 인수합병 소식도 있는 걸 보니, 이쪽도 한번 눈여겨봐야 할 것 같아.
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미국커뮤니티 상세링크
자율 주행차 카메라 vs. 라이다 비교 테스트에서 테슬라 오토파일럿은 루니툰 만화에 나올 법한 가짜 벽을 그대로 들이받을 것으로 나타났습니다. 💥🚗
Self driving car test comparing cameras vs. lidar shows that Tesla auto pilot would drive straight through a fake Looney Tunes wall
Community: stocks |
Posted by: /u/Mountain-Taro-123 |
Date: 3/17/2025, 9:39:35 AM
Posted by: /u/Mountain-Taro-123 |
Date: 3/17/2025, 9:39:35 AM
Test shows a Lexus equipped with Lidar technology and a Tesla equipped with cameras driven at 40mph towards a fake wall straight out of Looney Tunes. Lidar technology works by bouncing lasers off what’s in front of the car, so the Lexus detected the wall. The fake wall tricked Tesla’s auto pilot since it works by relying on cameras relying information back to the computer, which couldn’t tell it was a fake wall.
Bearish on having these cars get turned into robo taxis when this video/article shows that self driving cars with camera technology is years behind (and will never match) the capabilities of self driving cars with Lidar technology given how they work.
How do you make investment moves on this? Google owns Waymo, a self driving car technology company that uses radar, cameras, and Lidar, and can be outfitted on any car.
Skip to 14:58 in the video linked in the article to see it yourself.
https://electrek.co/2025/03/16/tesla-autopilot-drives-into-wall-camera-vs-lidar-test/#:\~:text=Tesla%20Autopilot%20drove%20into%20Wile,insists%20on%20only%20using%20cameras
submitted by /u/Mountain-Taro-123
Bearish on having these cars get turned into robo taxis when this video/article shows that self driving cars with camera technology is years behind (and will never match) the capabilities of self driving cars with Lidar technology given how they work.
How do you make investment moves on this? Google owns Waymo, a self driving car technology company that uses radar, cameras, and Lidar, and can be outfitted on any car.
Skip to 14:58 in the video linked in the article to see it yourself.
https://electrek.co/2025/03/16/tesla-autopilot-drives-into-wall-camera-vs-lidar-test/#:\~:text=Tesla%20Autopilot%20drove%20into%20Wile,insists%20on%20only%20using%20cameras
submitted by /u/Mountain-Taro-123
– 관세 전쟁 – 투자할 다음 유니콘을 찾아서 🦄
tariff wars – searching for the next unicorns to invest
Community: stocks |
Posted by: /u/Curious_me_too |
Date: 3/17/2025, 12:07:35 PM
Posted by: /u/Curious_me_too |
Date: 3/17/2025, 12:07:35 PM
With the tariff wars, every country is looking to reduce their dependency on US and US multinationals.
This is a perfect opportunity for local rivals in those countries to grow and capture market.
The consumers in those countries will also be feeling pain and may start switching to non-US brands.
I am trying to find these local companies , that are public and to start small positions in them.
If you don’t reside in US, can you list any local company that you think can be an alternative to US brands. The company has to be public and be in consumer staples or defense market
( this is to make sure that the company is not affected by any recession caused by tariff wars)
example case would be local alternatives coffee chain to starbucks .
Please share your thought of such companies in comment.
submitted by /u/Curious_me_too
This is a perfect opportunity for local rivals in those countries to grow and capture market.
The consumers in those countries will also be feeling pain and may start switching to non-US brands.
I am trying to find these local companies , that are public and to start small positions in them.
If you don’t reside in US, can you list any local company that you think can be an alternative to US brands. The company has to be public and be in consumer staples or defense market
( this is to make sure that the company is not affected by any recession caused by tariff wars)
example case would be local alternatives coffee chain to starbucks .
Please share your thought of such companies in comment.
submitted by /u/Curious_me_too
“주식 시장이 폭락할 때, 은퇴 포트폴리오를 위해 바닥에서 사두면 좋을 최애 배당주들은 무엇인가요?” 💰📉🤔
When market crashes, what are your favorite dividend stocks to buy at the bottom for retirement portfolio?
Community: stocks |
Posted by: /u/AlphaSh_t |
Date: 3/17/2025, 2:56:25 PM
Posted by: /u/AlphaSh_t |
Date: 3/17/2025, 2:56:25 PM
Still got a few decades left before retirement. Hypothetically, let’s assume spy crashes to $350 in April. This scenario would be a huge reckoning for stocks. What stocks do you see as being on your list of dividend yielding retirement plays after such a fall out?
Autozone is on a big one on my list (not so much for the div yield but for the stock buybacks)
submitted by /u/AlphaSh_t
Autozone is on a big one on my list (not so much for the div yield but for the stock buybacks)
submitted by /u/AlphaSh_t
트럼프, “상호 관세와 분야별 관세 모두 4월 2일부터 부과될 것”이라고 밝혀
Trump Says Both Reciprocal and Sectoral Tariffs Coming April 2
Community: stocks |
Posted by: /u/NoFlexZone888 |
Date: 3/17/2025, 3:00:47 PM
Posted by: /u/NoFlexZone888 |
Date: 3/17/2025, 3:00:47 PM
https://finance.yahoo.com/news/trump-says-ll-impose-both-043547323.html
President Donald Trump said he would be imposing both broad reciprocal tariffs and additional sector-specific tariffs on April 2. And HE WILL NOT BEND!
Trump told reporters aboard Air Force One that “in certain cases, both” types of levies would be placed on foreign goods imported to the US.
submitted by /u/NoFlexZone888
President Donald Trump said he would be imposing both broad reciprocal tariffs and additional sector-specific tariffs on April 2. And HE WILL NOT BEND!
Trump told reporters aboard Air Force One that “in certain cases, both” types of levies would be placed on foreign goods imported to the US.
submitted by /u/NoFlexZone888
– 더 나은 전략이 없다면, 저는 국제 시장으로 방향을 전환하려고 합니다.
Absent a better strategy, I’m shifting towards the International Market.
Community: stocks |
Posted by: /u/Minute-Plantain |
Date: 3/17/2025, 4:02:48 PM
Posted by: /u/Minute-Plantain |
Date: 3/17/2025, 4:02:48 PM
Until the US gets its sh-t sorted out, I did see some valleys of stability (to borrow a chemistry term) in other areas. For instance, European bank stocks seem to be performing pretty consistently. Japanese heavy industry as well.
Curious to know what a defense finance / manufacturing / supply strategy will look like in Europe given, well, everything.
My goals remain low volatility and at least 9% growth if I can help it. (As far as stocks/etfs go)
submitted by /u/Minute-Plantain
Curious to know what a defense finance / manufacturing / supply strategy will look like in Europe given, well, everything.
My goals remain low volatility and at least 9% growth if I can help it. (As far as stocks/etfs go)
submitted by /u/Minute-Plantain
r/주식 오늘의 토론 – 2025년 3월 17일 월요일
r/Stocks Daily Discussion Monday – Mar 17, 2025
Community: stocks |
Posted by: /u/AutoModerator |
Date: 3/17/2025, 6:30:30 PM
Posted by: /u/AutoModerator |
Date: 3/17/2025, 6:30:30 PM
These daily discussions run from Monday to Friday including during our themed posts.
Some helpful links:
Some helpful links:
Finviz for charts, fundamentals, and aggregated news on individual stocks
Bloomberg market news
StreetInsider news:
Market Check – Possibly why the market is doing what it’s doing including sudden spikes/dips
Reuters aggregated – Global news
If you have a basic question, for example “what is EPS,” then google “investopedia EPS” and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned.
Please discuss your portfolios in the Rate My Portfolio sticky..
See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday.
submitted by /u/AutoModerator
– DCA 수익?
DCA Profits?
Community: stocks |
Posted by: /u/BladesOfSteel88 |
Date: 3/17/2025, 6:35:11 PM
Posted by: /u/BladesOfSteel88 |
Date: 3/17/2025, 6:35:11 PM
I’ve heard of dollar cost averaging by buying stocks in increments (usually in a falling trend), but…
Is dollar cost averaging by selling stocks incrementally while they are on the rise a thing? Does it mitigate the risk if the bottom falls out? Or does it eat away at making any real profits?
submitted by /u/BladesOfSteel88
Is dollar cost averaging by selling stocks incrementally while they are on the rise a thing? Does it mitigate the risk if the bottom falls out? Or does it eat away at making any real profits?
submitted by /u/BladesOfSteel88
$GOLD (배릭 골드)와 $GLD (SPDR 금 신탁) 중 어떤 것이 더 나은 금 투자일까요? 🤔
Is $GOLD (Barrick Gold) or $GLD (SPDR Gold Trust) the better gold investment?
Community: stocks |
Posted by: /u/vincentsigmafreeman |
Date: 3/17/2025, 10:09:25 PM
Posted by: /u/vincentsigmafreeman |
Date: 3/17/2025, 10:09:25 PM
I’ve been researching adding gold to my portfolio as a hedge against inflation and market volatility. I’m torn between investing in $GOLD (Barrick Gold Corporation) and $GLD (SPDR Gold Trust ETF).
From what I understand:
$GOLD is a mining company that produces gold and
$GLD is an ETF that tracks the price of gold bullion, and people CLAIM this is offering more direct exposure to gold price movements without the company-specific risks.
I guess im also curious how GLD has historically outperformed GOLD and if people think this trend will remain true for 5,10,15 yr timeline.
submitted by /u/vincentsigmafreeman
From what I understand:
$GOLD is a mining company that produces gold and
$GLD is an ETF that tracks the price of gold bullion, and people CLAIM this is offering more direct exposure to gold price movements without the company-specific risks.
I guess im also curious how GLD has historically outperformed GOLD and if people think this trend will remain true for 5,10,15 yr timeline.
submitted by /u/vincentsigmafreeman
미국 소매 판매, 1월 감소 후 예상보다 적게 증가 📉
US Retail Sales Rise by Less Than Forecast After January Drop
Community: stocks |
Posted by: /u/WinningWatchlist |
Date: 3/17/2025, 10:39:02 PM
Posted by: /u/WinningWatchlist |
Date: 3/17/2025, 10:39:02 PM
US retail sales rose by less than forecast in February and the prior month was revised lower, adding to concerns of a pullback in consumer spending.
The value of retail purchases, not adjusted for inflation, increased 0.2%, Commerce Department data showed Monday. January data was marked down to a 1.2% decline, the biggest drop since July 2021.
The retail report largely encompasses spending on goods, which is especially relevant now as President Donald Trump imposes tariffs on a swath of imports from major trading partners — likely driving up prices. Economists have been marking down growth estimates in recent weeks.
Seven of the report’s 13 categories posted decreases, notably motor vehicles — which were expected to rebound from a weak January. Gasoline sales, as well as those of electronics and apparel were also lower. Spending at restaurants and bars, the only service-sector category in the retail report, declined by the most in a year.
Stock futures fluctuated and Treasury yields rose after the report.
The figures add to evidence that consumer spending is dropping off as tariffs risk reigniting inflationary pressures and stalling economic growth. Companies, investors and economists are cautious on the outlook as consumer sentiment sours and signs of financial stress mount.
Low-income consumers are already strapped for cash, and wealthier Americans may also pull back as a recent stock-market selloff discourages big investments.
The retail data showed so-called control-group sales — which feed into the government’s calculation of goods spending for gross domestic product — increased 1% in February, reversing the prior month’s drop. The measure excludes food services, auto dealers, building materials stores and gasoline stations.
A separate report Monday showed New York state manufacturing activity dropped in March to the lowest level since early 2024 while measures of prices picked up, consistent with expectations for slower growth and faster inflation as tariffs set in.
Reconciling growth concerns, while also assuring investors the economy remains on solid footing, will be a key challenge for Federal Reserve Chair Jerome Powell this week. He’s due to speak at the conclusion of the central bank’s meeting Wednesday, in which policymakers are expected to hold interest rates steady.
Retailers including Target Corp. and Best Buy Co. have said they may have to raise prices because of Trump’s tariffs, whiles weak outlooks from companies like Kohl’s Corp. and Dick’s Sporting Goods Inc. are casting doubt about the strength of US consumers.
The retail sales figures aren’t adjusted for inflation and largely reflect purchases of goods, which comprise a relatively narrow share of overall consumer outlays. February data on inflation-adjusted goods and services spending will be released later this month.
The value of retail purchases, not adjusted for inflation, increased 0.2%, Commerce Department data showed Monday. January data was marked down to a 1.2% decline, the biggest drop since July 2021.
The retail report largely encompasses spending on goods, which is especially relevant now as President Donald Trump imposes tariffs on a swath of imports from major trading partners — likely driving up prices. Economists have been marking down growth estimates in recent weeks.
Seven of the report’s 13 categories posted decreases, notably motor vehicles — which were expected to rebound from a weak January. Gasoline sales, as well as those of electronics and apparel were also lower. Spending at restaurants and bars, the only service-sector category in the retail report, declined by the most in a year.
Stock futures fluctuated and Treasury yields rose after the report.
The figures add to evidence that consumer spending is dropping off as tariffs risk reigniting inflationary pressures and stalling economic growth. Companies, investors and economists are cautious on the outlook as consumer sentiment sours and signs of financial stress mount.
Low-income consumers are already strapped for cash, and wealthier Americans may also pull back as a recent stock-market selloff discourages big investments.
The retail data showed so-called control-group sales — which feed into the government’s calculation of goods spending for gross domestic product — increased 1% in February, reversing the prior month’s drop. The measure excludes food services, auto dealers, building materials stores and gasoline stations.
A separate report Monday showed New York state manufacturing activity dropped in March to the lowest level since early 2024 while measures of prices picked up, consistent with expectations for slower growth and faster inflation as tariffs set in.
Reconciling growth concerns, while also assuring investors the economy remains on solid footing, will be a key challenge for Federal Reserve Chair Jerome Powell this week. He’s due to speak at the conclusion of the central bank’s meeting Wednesday, in which policymakers are expected to hold interest rates steady.
Retailers including Target Corp. and Best Buy Co. have said they may have to raise prices because of Trump’s tariffs, whiles weak outlooks from companies like Kohl’s Corp. and Dick’s Sporting Goods Inc. are casting doubt about the strength of US consumers.
The retail sales figures aren’t adjusted for inflation and largely reflect purchases of goods, which comprise a relatively narrow share of overall consumer outlays. February data on inflation-adjusted goods and services spending will be released later this month.
Link: https://www.bloomberg.com/news/articles/2025-03-17/us-retail-sales-rise-by-less-than-forecast-after-january-drop
submitted by /u/WinningWatchlist
– 지금이야말로 공포와 탐욕을 시험해 볼 최적의 시기이다.
Now is the best time to test fear and greed
Community: stocks |
Posted by: /u/OkeyMousse |
Date: 3/17/2025, 10:43:50 PM
Posted by: /u/OkeyMousse |
Date: 3/17/2025, 10:43:50 PM
My buddy is fearful of the stock market and won’t touch it now with a ten foot pole. I however am contemplating buying Mag 7 stock like Microsoft now.
If the market goes down next 1 month from today, my buddy will be happy and say I told you so. But if the market goes up next 1 month from today, he is going to smack himself and say he should have bought some stocks.
I think this conundrum is what many of us are facing. To buy or not to buy. I am in a major fix.
submitted by /u/OkeyMousse
If the market goes down next 1 month from today, my buddy will be happy and say I told you so. But if the market goes up next 1 month from today, he is going to smack himself and say he should have bought some stocks.
I think this conundrum is what many of us are facing. To buy or not to buy. I am in a major fix.
submitted by /u/OkeyMousse
– 폴스타가 테슬라 고객들을 데려올 수 있을까? 🤔
Is polestar going to pick up Tesla customers
Community: stocks |
Posted by: /u/Unable_Radish_2925 |
Date: 3/17/2025, 10:59:35 PM
Posted by: /u/Unable_Radish_2925 |
Date: 3/17/2025, 10:59:35 PM
Polestar tends to have financial black holes that others need to fill but could 2025 be the year they pick up sales because of all the Tesla customers abandoning Tesla? Polestar stock is down and has been for ages while. Does anyone seeing this changing now?
submitted by /u/Unable_Radish_2925
submitted by /u/Unable_Radish_2925
헤지펀드, 미국 주식에 대한 식욕 되찾고 유럽과 아시아는 포만감 느껴 😋
Hedge funds regain appetite for US stocks, feel full of Europe, Asia
Community: stocks |
Posted by: /u/joe4942 |
Date: 3/17/2025, 11:32:10 PM
Posted by: /u/joe4942 |
Date: 3/17/2025, 11:32:10 PM
https://www.reuters.com/markets/wealth/hedge-funds-regain-appetite-us-stocks-feel-full-europe-asia-2025-03-17/
NEW YORK, March 17 (Reuters) – Global hedge funds started to add back U.S. equities to portfolios last week following a massive selloff in Wall Street’s major indexes, an early indication of optimism about the country.
Goldman Sachs said in a separate note that after unwinding positions in U.S. stocks on March 7 and 10, hedge funds started to add exposure to the world’s largest economy back for the rest of the week through Thursday.
The bank showed hedge funds added both long and short bets on U.S. stocks, adding hedge funds’ global portfolios became more bearish, as the proportion of bets stocks will fall grew relative to long positions last week. In a separate note, JPMorgan disclosed the same trend.
Elsewhere, portfolio managers continued to shed risk in both Europe and Asia, Goldman added. It said European stocks were net sold at the fastest pace in over five years, as well as emerging markets in Asia.
submitted by /u/joe4942
관세 및 무역 제한으로 인해 램리서치가 얼마나 위험에 처해 있나요? 😥
How at-risk is Lam Research from tariffs and trade restrictions?
Community: stocks |
Posted by: /u/Embarrassed-Jump4464 |
Date: 3/18/2025, 1:26:10 AM
Posted by: /u/Embarrassed-Jump4464 |
Date: 3/18/2025, 1:26:10 AM
Lam has very strong margins, fundamentals, and is a well ran company. With that said, given that they export so much to China, it would seem as though they might be at risk from further trade tensions. Obviously, this is priced in to some extent, but is there further downside risk?
submitted by /u/Embarrassed-Jump4464
submitted by /u/Embarrassed-Jump4464
내일 연준이 금리 인하 없이 금리를 동결하기로 결정한다면, 3% 하락을 예상합니다.
If the Fed decides to keep rates steady tomorrow without dropping, then I expect a 3% drop.
Community: stocks |
Posted by: /u/Pedia_Light |
Date: 3/18/2025, 1:51:07 AM
Posted by: /u/Pedia_Light |
Date: 3/18/2025, 1:51:07 AM
Edit (I can’t change the title) – the Fed meeting is on Wednesday not tomorrow.
If there is an interest rate drop then we have bottomed and in for another bull run.
There is a prevailing theory, especially among the MAGA crowd, that Trump was playing 4D chess and tanking the market on purpose to get the Fed to drop rates, fulfilling a campaign promise and allowing Trump to refinance a large portion of the government debt at lower rates. I think most levelheaded investors don’t thing this is true. While I don’t agree with the hypothesis, we know that short-term moves in the market are generally not based on fundamentals.
I also think that if Powell (edited) doesn’t drop rates (which is the expectation) then the next social media post that Trump makes will be something along the lines of “Powell needs to be fired” and that will add more uncertainty to the market. If anything, we mostly like Powell because he’s been so transparent. Do we know what a Trump appointed Fed chair would do?
Edit – in case I wasn’t clear enough. I don’t think the Fed will drop rates. But I do think Trump will make a fuss about it and suggest firing Powell. And the toddler fit he will throw will tank the markets.
What do you think?
submitted by /u/Pedia_Light
If there is an interest rate drop then we have bottomed and in for another bull run.
There is a prevailing theory, especially among the MAGA crowd, that Trump was playing 4D chess and tanking the market on purpose to get the Fed to drop rates, fulfilling a campaign promise and allowing Trump to refinance a large portion of the government debt at lower rates. I think most levelheaded investors don’t thing this is true. While I don’t agree with the hypothesis, we know that short-term moves in the market are generally not based on fundamentals.
I also think that if Powell (edited) doesn’t drop rates (which is the expectation) then the next social media post that Trump makes will be something along the lines of “Powell needs to be fired” and that will add more uncertainty to the market. If anything, we mostly like Powell because he’s been so transparent. Do we know what a Trump appointed Fed chair would do?
Edit – in case I wasn’t clear enough. I don’t think the Fed will drop rates. But I do think Trump will make a fuss about it and suggest firing Powell. And the toddler fit he will throw will tank the markets.
What do you think?
submitted by /u/Pedia_Light
유럽 클라우드 기업
European Cloud Companies
Community: stocks |
Posted by: /u/Sparrow_Wilson |
Date: 3/18/2025, 2:11:56 AM
Posted by: /u/Sparrow_Wilson |
Date: 3/18/2025, 2:11:56 AM
Im kind of just spitballing so open to having my idea shot down but isn’t there quite a big opportunity with European cloud companies?
At the moment most European data is stored on the big 3 American cloud platforms. The EU just hired their first ever “technology sovereignty” chief and have been talking about how Europea needs to be more independent when it comes to tech.
One of the main leaders in Europe is OVH. Obviously nowhere near as advanced as the American companies but if Europe are making a concerted effort to invest in the area then seems like a nice growth play. OVH are only worth 1 bil atm.
submitted by /u/Sparrow_Wilson
At the moment most European data is stored on the big 3 American cloud platforms. The EU just hired their first ever “technology sovereignty” chief and have been talking about how Europea needs to be more independent when it comes to tech.
One of the main leaders in Europe is OVH. Obviously nowhere near as advanced as the American companies but if Europe are making a concerted effort to invest in the area then seems like a nice growth play. OVH are only worth 1 bil atm.
submitted by /u/Sparrow_Wilson
집에서 이전 집주인들이 소유했던 오래된 보잉 주식 증서를 발견했어요. 😮
Found old Boeing stock certificates in my house from previous owners
Community: stocks |
Posted by: /u/bigbadtacos |
Date: 3/18/2025, 2:43:33 AM
Posted by: /u/bigbadtacos |
Date: 3/18/2025, 2:43:33 AM
What can I do with these? They’re official stock certificates from the 80s, previous owners long gone (I think there have been three or four homeowners between then and now).
Are they worth anything? Who do I take them to if they are?
EDIT: Correction, just one stock certificate. I thought there were more in this big box but it’s just a ton of old tax documents. But the certificate is for twenty shares and it’s dated 1989.
EDIT 2: I got into contact with the original owner’s daughter, who is now in her 70s and had no idea it existed. Her mother, the original owner of the stock certificate, worked for Boeing for many years and was the first female flight supervisor in their area. I will be giving them the certificate this evening. I wouldn’t be able to sleep at night if I didn’t at least try to get these documents back to their rightful owners.
EDIT 3: The original owner’s grandson came and picked up the certificate as well as two more boxes of old letters and documents from his late grandmother. We had a great conversation and they want to invite us over soon for dinner after they go through everything and reminisce. I feel very good about the outcome of the situation.
submitted by /u/bigbadtacos
Are they worth anything? Who do I take them to if they are?
EDIT: Correction, just one stock certificate. I thought there were more in this big box but it’s just a ton of old tax documents. But the certificate is for twenty shares and it’s dated 1989.
EDIT 2: I got into contact with the original owner’s daughter, who is now in her 70s and had no idea it existed. Her mother, the original owner of the stock certificate, worked for Boeing for many years and was the first female flight supervisor in their area. I will be giving them the certificate this evening. I wouldn’t be able to sleep at night if I didn’t at least try to get these documents back to their rightful owners.
EDIT 3: The original owner’s grandson came and picked up the certificate as well as two more boxes of old letters and documents from his late grandmother. We had a great conversation and they want to invite us over soon for dinner after they go through everything and reminisce. I feel very good about the outcome of the situation.
submitted by /u/bigbadtacos
– “미국이 (언젠가) 회복되면 중국 주식/ETF는 다시 타격을 입을까?”
If USA recovers (at some point) will china stocks/etfs suffer again?
Community: stocks |
Posted by: /u/ShowerAny5898 |
Date: 3/18/2025, 4:15:28 AM
Posted by: /u/ShowerAny5898 |
Date: 3/18/2025, 4:15:28 AM
Without counting these last days in green for sp500 and msci world, China’s stock/etfs been saving a lot of my portfolio, but it can be possible a big downfall if USA recovers from whatever they are doing?
submitted by /u/ShowerAny5898
submitted by /u/ShowerAny5898
– $TSLA 대신 투자할 만한 최고의 전기차 제조업체 주식은 무엇일까요?
Best EV automaker stock to invest in as an alternative to $TSLA?
Community: stocks |
Posted by: /u/RealLychee3700 |
Date: 3/18/2025, 4:32:09 AM
Posted by: /u/RealLychee3700 |
Date: 3/18/2025, 4:32:09 AM
I’m expecting Elon’s actions are going to continue to tank $TSLA and seriously diminish their vehicles’ popularity and market share (hot take, I know). Curious on the sub’s thoughts on which automaker is best positioned to take advantage of this situation, absorb some of the market share Tesla will lose, and build their business!
submitted by /u/RealLychee3700
submitted by /u/RealLychee3700
펩시(PEP)가 기능성 탄산 시장에서의 입지를 넓히기 위해 프로바이오틱 탄산음료 Poppi를 19억 5천만 달러에 인수했습니다. 이는 Poppi의 매출액 대비 13배가 넘는 금액입니다. 💰
Pepsi (PEP) buys probiotic soda Poppi for $1.95 billion to expand their presence in the functional soda market, paying 13x+ topline revenue
Community: stocks |
Posted by: /u/Mountain-Taro-123 |
Date: 3/18/2025, 6:56:56 AM
Posted by: /u/Mountain-Taro-123 |
Date: 3/18/2025, 6:56:56 AM
Shares of Pepsi closed 1.85% up today. Some information about Poppi, the acquisition target.
– Founded in 2018 by a couple, they reported upwards of $100 million in sales in 2024. Even if we round up to $150 million in sales, Pepsi would be paying a 13x multiple on top line revenue not net profit. Realistically 19.5x top line revenue on the $100 million reported if we don’t use the rounded up $150 million figure.
– The company previously appeared on Shark Tank and sold 25% of the business to Rohan Oza for a $400,000 investment. Rohan Oza is a businessman known for his success in bringing drink brands such as Vita Coco and Vitaminwater to market
– The company has a wide range of marketing partnerships with celebrities including Post Malone, Hailey Bieber, Kylie Jenner, Billie Eilish, Russell Westbrook, Jennifer Lopez and Olivia Munn
– Poppi was previously sued in California class action lawsuit for misleading consumers about the health benefits of their drinks. With only 2g of fiber, a consumer would have to drink 4+ cans to “realize any potential health benefits”
Interested to hear what people think about this acquisition.
– Is Poppi overvalued and did Pepsi overpay?
– Should Pepsi have built the internal capabilities to build a brand like this rather than acquiring? Does acquiring show a lack of direction and vision by management? It’s hard to imagine that with Pepsi’s scale in manufacturing, marketing, retail partnerships, etc. it have cost more than $1.95 billion to make a competing offering that could reach $100 million in sales within 6 years.
– Naturally my next thought was, given the above on valuation, is the Poppi brand worth almost $2 billion? Maybe it’s not the sales they are after, but the formulation, the brand, or the marketing partnerships.
– Will Pepsi change the formula, leading to turning off long time customers?
Sources
https://www.usatoday.com/story/money/2025/03/17/pepsi-prebiotic-soda-poppi-acquisition/82495383007/
https://www.reuters.com/business/retail-consumer/pepsico-buy-healthier-soda-brand-poppi-nearly-2-bln-deal-2025-03-17/
https://apnews.com/article/pepsico-poppi-prebiotic-soda-f1fdb1103b5d8ad6a9e6d8c37e5ab713
submitted by /u/Mountain-Taro-123
– Founded in 2018 by a couple, they reported upwards of $100 million in sales in 2024. Even if we round up to $150 million in sales, Pepsi would be paying a 13x multiple on top line revenue not net profit. Realistically 19.5x top line revenue on the $100 million reported if we don’t use the rounded up $150 million figure.
– The company previously appeared on Shark Tank and sold 25% of the business to Rohan Oza for a $400,000 investment. Rohan Oza is a businessman known for his success in bringing drink brands such as Vita Coco and Vitaminwater to market
– The company has a wide range of marketing partnerships with celebrities including Post Malone, Hailey Bieber, Kylie Jenner, Billie Eilish, Russell Westbrook, Jennifer Lopez and Olivia Munn
– Poppi was previously sued in California class action lawsuit for misleading consumers about the health benefits of their drinks. With only 2g of fiber, a consumer would have to drink 4+ cans to “realize any potential health benefits”
Interested to hear what people think about this acquisition.
– Is Poppi overvalued and did Pepsi overpay?
– Should Pepsi have built the internal capabilities to build a brand like this rather than acquiring? Does acquiring show a lack of direction and vision by management? It’s hard to imagine that with Pepsi’s scale in manufacturing, marketing, retail partnerships, etc. it have cost more than $1.95 billion to make a competing offering that could reach $100 million in sales within 6 years.
– Naturally my next thought was, given the above on valuation, is the Poppi brand worth almost $2 billion? Maybe it’s not the sales they are after, but the formulation, the brand, or the marketing partnerships.
– Will Pepsi change the formula, leading to turning off long time customers?
Sources
https://www.usatoday.com/story/money/2025/03/17/pepsi-prebiotic-soda-poppi-acquisition/82495383007/
https://www.reuters.com/business/retail-consumer/pepsico-buy-healthier-soda-brand-poppi-nearly-2-bln-deal-2025-03-17/
https://apnews.com/article/pepsico-poppi-prebiotic-soda-f1fdb1103b5d8ad6a9e6d8c37e5ab713
submitted by /u/Mountain-Taro-123
알파벳, 클라우드 보안 업체 Wiz 인수 협상 중… 인수 가격 330억 달러 💰
Alphabet in Talks to Buy Cloud Security Firm Wiz for $33 Billion
Community: stocks |
Posted by: /u/s1n0d3utscht3k |
Date: 3/18/2025, 7:53:10 AM
Posted by: /u/s1n0d3utscht3k |
Date: 3/18/2025, 7:53:10 AM
https://www.bloomberg.com/news/articles/2025-03-17/alphabet-in-talks-to-buy-cloud-security-firm-wiz-for-33-billion
Alphabet Inc. is in talks to purchase the cloud security company Wiz for $33 billion, restarting deal discussions that were called off last summer after extended negotiations, according to people familiar with the matter.
The deal, which could be announced as soon as Tuesday, would bolster the cybersecurity offerings for Alphabet’s Google Cloud and provide it with a crucial marketing boost to compete against its larger cloud competitors, Amazon.com Inc.’s Amazon Web Services and Microsoft Corp.’s Azure.
For Wiz, the deal represents a reversal after the company turned down Alphabet’s $23 billion offer last July, sticking instead with a plan to remain independent and eventually pursue an initial public offering. Wiz and its investors balked at the deal in part because of worries of a protracted regulatory approval process, with competition authorities in the US and Europe focusing on the tech sector for its economic sway and market power.
Chief Executive Officer Assaf Rappaport, who described last year’s offer as “humbling,” also said he relished the idea of growing Wiz into an independent cybersecurity giant, to compete against the likes of CrowdStrike Holdings Inc. and Palo Alto Networks.
Started by Israelis and based in New York, Wiz’s investors include Sequoia Capital, Index Ventures, Insight Partners and Cyberstarts. Last year, the company was valued at $12 billion in a funding round.
submitted by /u/s1n0d3utscht3k
“레딧발 로이터 사칭 펌프 앤 덤프”
RDDT Reuters pump and dump
Community: stocks |
Posted by: /u/steamcube |
Date: 3/18/2025, 8:22:58 AM
Posted by: /u/steamcube |
Date: 3/18/2025, 8:22:58 AM
shares of RDDT spiked +15% after Reuters posted an article saying Reddit will be expanding its partnership with Google. The article contained no new information and referenced a deal the companies made a year ago, framing it as a new deal. Within minutes major news websites all over the internet were parroting the reuters article in exact copy/pastes. And within minutes, the share price of RDDT spiked and then fell back to the levels it was trading at before. The articles stayed up for an hour or two and are being scrubbed from the internet as i type this.
My questions:
Who will be held accountable for this and through what mechanism? Guaranteed a lot of money changed hands in this debacle. Who will be suing Reuters? Will there be a class action suit?
submitted by /u/steamcube
My questions:
Who will be held accountable for this and through what mechanism? Guaranteed a lot of money changed hands in this debacle. Who will be suing Reuters? Will there be a class action suit?
submitted by /u/steamcube
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