Adewoon personal page - To The Moon

Adewoon

Adewoon

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05-03

Quit the job. Invest the $5m for sustainable passive income. Spend more time with family & friends, do volunteer & charity work to help others. Do the things we love and spend the money wisely.

04-29

Eat more sashimi & buy more Japanese goods!

04-09

Patience. Keeping my cool during down times.

04-05

[Sad] [Sad] [Sad]

Elon Musk's Comments "Have No Relevance to the Walt Disney Co.," Says CEO Iger

04-05

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

Sorry, the original content has been removed

04-02

1. Singapore: Marina Bay Sands 2. Australia: Sydney Opera House 3. China: Temple of Heaven 4. New Zealand: Sky Tower 5. Hong Kong: Victoria Peak 6. US: Apple Park

03-05

$Occidental(OXY)$ Will pullback and rise again

02-28

It will become the next trillion company come the next 1-2 rally. The way they compound on their free cash flow and obtaining free cash from options, it's only a matter of time.

02-17

Chionging tiger coins this month. Huat ah!

01-13

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-12

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-11

[Miser] [Miser] [Miser] [Miser] [Miser]

01-09

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-05

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

01-05

[Miser] [Miser] [Miser]

01-03

[Miser] [Miser] [Miser] [Miser]

01-02

[Miser] [Miser] [Miser]

01-01

[Miser] [Miser] [Miser]

2023-12-29

[Miser] [Miser] [Miser] [Miser]

2023-12-27

[Happy] [Happy] [Happy]

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Keeping my cool during down times.","listText":"Patience. Keeping my cool during down times.","text":"Patience. Keeping my cool during down times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293475313561872","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291960002326760,"gmtCreate":1712305307051,"gmtModify":1712305311580,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;","listText":"[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;","text":"[Sad] [Sad] [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291960002326760","repostId":"2425314918","repostType":2,"repost":{"id":"2425314918","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712295000,"share":"https://www.laohu8.com/m/news/2425314918?lang=&edition=full","pubTime":"2024-04-05 13:30","market":"us","language":"en","title":"Elon Musk's Comments \"Have No Relevance to the Walt Disney Co.,\" Says CEO Iger","url":"https://stock-news.laohu8.com/highlight/detail?id=2425314918","media":"Dow Jones","summary":"“Why do I need an all-Black cast?”Peltz said of the Marvel blockbuster “Black Panther.”The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.Iger told the cable news c","content":"<html><head></head><body><p><strong><em>Recent comments by Elon Musk, CEO of Tesla and SpaceX and owner of the social-media platform X, ‘have no relevance to the Walt Disney Co.’</em></strong></p><p>— Robert Iger, Disney</p><p style=\"text-align: start;\">The day after the Walt Disney Co. vanquished an activist-investor challenge to its board, Disney’s emboldened chief executive, Bob Iger, dismissed any capacity of the actions of Elon Musk to sway shareholders.</p><p style=\"text-align: start;\">Comments from Musk, who supported billionaire Nelson Peltz in his failed bid to gain two board seats, “have no relevance to the Walt Disney Co.,” Iger said in an interview aired Thursday on CNBC.</p><p>Iger deemed the attempt to gain board sway by billionaire Peltz’s Trian Fund Management and another hedge fund, Blackwells Capital, as nothing beyond a “distraction” and said that Peltz ”didn’t have any ideas.”</p><p style=\"text-align: start;\">During a brief presentation to woo shareholders Wednesday, Peltz spoke briefly but did not outline turnaround plans for Disney.</p><p>Disney, whose stock has rebounded in recent months, was already focused on making the Disney+ streaming platform profitable, reviving its movie business, and cementing the company’s succession plan.</p><p style=\"text-align: start;\">Iger’s contract runs through 2026.</p><p style=\"text-align: start;\">Dana Walden, co-chair of Disney Entertainment, the business segment in charge of movies and TV shows, is a contender to succeed Iger, according to published reports. If picked, Walden would be Disney’s first woman CEO.</p><p style=\"text-align: start;\">Meanwhile, Peltz, who has eviscerated Disney’s lackluster stock-market performance in recent years, blasted the Magic Kingdom for promoting “woke” themes.</p><p style=\"text-align: start;\">In an interview with the Financial Times, Peltz said: “Why do I have to have a Marvel that’s all women? Not that I have anything against women, but why do I have to do that? Why can’t I have Marvels that are both?”</p><p style=\"text-align: start;\">“Why do I need an all-Black cast?” Peltz said of the Marvel blockbuster “Black Panther.”</p><p style=\"text-align: start;\">The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.</p><p style=\"text-align: start;\">Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.</p><p style=\"text-align: start;\">Iger told the cable news channel CNBC that Disney intends to crack down on password sharing in June, starting with a few countries, before a wider rollout in September.</p></body></html>","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>Elon Musk's Comments \"Have No Relevance to the Walt Disney Co.,\" Says CEO Iger</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; 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}\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\">\nElon Musk's Comments \"Have No Relevance to the Walt Disney Co.,\" Says CEO Iger\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-05 13:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>Recent comments by Elon Musk, CEO of Tesla and SpaceX and owner of the social-media platform X, ‘have no relevance to the Walt Disney Co.’</em></strong></p><p>— Robert Iger, Disney</p><p style=\"text-align: start;\">The day after the Walt Disney Co. vanquished an activist-investor challenge to its board, Disney’s emboldened chief executive, Bob Iger, dismissed any capacity of the actions of Elon Musk to sway shareholders.</p><p style=\"text-align: start;\">Comments from Musk, who supported billionaire Nelson Peltz in his failed bid to gain two board seats, “have no relevance to the Walt Disney Co.,” Iger said in an interview aired Thursday on CNBC.</p><p>Iger deemed the attempt to gain board sway by billionaire Peltz’s Trian Fund Management and another hedge fund, Blackwells Capital, as nothing beyond a “distraction” and said that Peltz ”didn’t have any ideas.”</p><p style=\"text-align: start;\">During a brief presentation to woo shareholders Wednesday, Peltz spoke briefly but did not outline turnaround plans for Disney.</p><p>Disney, whose stock has rebounded in recent months, was already focused on making the Disney+ streaming platform profitable, reviving its movie business, and cementing the company’s succession plan.</p><p style=\"text-align: start;\">Iger’s contract runs through 2026.</p><p style=\"text-align: start;\">Dana Walden, co-chair of Disney Entertainment, the business segment in charge of movies and TV shows, is a contender to succeed Iger, according to published reports. If picked, Walden would be Disney’s first woman CEO.</p><p style=\"text-align: start;\">Meanwhile, Peltz, who has eviscerated Disney’s lackluster stock-market performance in recent years, blasted the Magic Kingdom for promoting “woke” themes.</p><p style=\"text-align: start;\">In an interview with the Financial Times, Peltz said: “Why do I have to have a Marvel that’s all women? Not that I have anything against women, but why do I have to do that? Why can’t I have Marvels that are both?”</p><p style=\"text-align: start;\">“Why do I need an all-Black cast?” Peltz said of the Marvel blockbuster “Black Panther.”</p><p style=\"text-align: start;\">The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.</p><p style=\"text-align: start;\">Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.</p><p style=\"text-align: start;\">Iger told the cable news channel CNBC that Disney intends to crack down on password sharing in June, starting with a few countries, before a wider rollout in September.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","DIS":"迪士尼","BK4108":"电影和娱乐","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4524":"宅经济概念","SG9999015978.USD":"利安颠覆性创新基金A","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4551":"寇图资本持仓","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4561":"索罗斯持仓","BK4581":"高盛持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425314918","content_text":"Recent comments by Elon Musk, CEO of Tesla and SpaceX and owner of the social-media platform X, ‘have no relevance to the Walt Disney Co.’— Robert Iger, DisneyThe day after the Walt Disney Co. vanquished an activist-investor challenge to its board, Disney’s emboldened chief executive, Bob Iger, dismissed any capacity of the actions of Elon Musk to sway shareholders.Comments from Musk, who supported billionaire Nelson Peltz in his failed bid to gain two board seats, “have no relevance to the Walt Disney Co.,” Iger said in an interview aired Thursday on CNBC.Iger deemed the attempt to gain board sway by billionaire Peltz’s Trian Fund Management and another hedge fund, Blackwells Capital, as nothing beyond a “distraction” and said that Peltz ”didn’t have any ideas.”During a brief presentation to woo shareholders Wednesday, Peltz spoke briefly but did not outline turnaround plans for Disney.Disney, whose stock has rebounded in recent months, was already focused on making the Disney+ streaming platform profitable, reviving its movie business, and cementing the company’s succession plan.Iger’s contract runs through 2026.Dana Walden, co-chair of Disney Entertainment, the business segment in charge of movies and TV shows, is a contender to succeed Iger, according to published reports. If picked, Walden would be Disney’s first woman CEO.Meanwhile, Peltz, who has eviscerated Disney’s lackluster stock-market performance in recent years, blasted the Magic Kingdom for promoting “woke” themes.In an interview with the Financial Times, Peltz said: “Why do I have to have a Marvel that’s all women? Not that I have anything against women, but why do I have to do that? Why can’t I have Marvels that are both?”“Why do I need an all-Black cast?” Peltz said of the Marvel blockbuster “Black Panther.”The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.Iger told the cable news channel CNBC that Disney intends to crack down on password sharing in June, starting with a few countries, before a wider rollout in September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291959981617360,"gmtCreate":1712305209967,"gmtModify":1712305213976,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","listText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291959981617360","repostId":"2424216368","repostType":2,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290676671299872,"gmtCreate":1711991997551,"gmtModify":1711992002459,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"1. Singapore: Marina Bay Sands 2. Australia: Sydney Opera House 3. China: Temple of Heaven 4. New Zealand: Sky Tower 5. Hong Kong: Victoria Peak 6. US: Apple Park","listText":"1. Singapore: Marina Bay Sands 2. Australia: Sydney Opera House 3. China: Temple of Heaven 4. New Zealand: Sky Tower 5. Hong Kong: Victoria Peak 6. US: Apple Park","text":"1. Singapore: Marina Bay Sands 2. Australia: Sydney Opera House 3. China: Temple of Heaven 4. New Zealand: Sky Tower 5. Hong Kong: Victoria Peak 6. US: Apple Park","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290676671299872","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281078530629912,"gmtCreate":1709647322754,"gmtModify":1709647326043,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will pullback and rise again","listText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will pullback and rise again","text":"$Occidental(OXY)$ Will pullback and rise again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":19,"repostSize":0,"link":"https://ttm.financial/post/281078530629912","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096421146841810","authorId":"4096421146841810","name":"A1Broker","avatar":"https://static.tigerbbs.com/d2952e46ae17cf42737ab228eb8663e2","crmLevel":7,"crmLevelSwitch":0},"content":"Hi adewoon, can I join your team trading competition? Thanks","text":"Hi adewoon, can I join your team trading competition? Thanks","html":"Hi adewoon, can I join your team trading competition? Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278658843656224,"gmtCreate":1709059570253,"gmtModify":1709059575058,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"It will become the next trillion company come the next 1-2 rally. The way they compound on their free cash flow and obtaining free cash from options, it's only a matter of time.&nbsp;","listText":"It will become the next trillion company come the next 1-2 rally. The way they compound on their free cash flow and obtaining free cash from options, it's only a matter of time.&nbsp;","text":"It will become the next trillion company come the next 1-2 rally. The way they compound on their free cash flow and obtaining free cash from options, it's only a matter of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278658843656224","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274859552010320,"gmtCreate":1708142261392,"gmtModify":1708142265740,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Chionging tiger coins this month. Huat ah!","listText":"Chionging tiger coins this month. Huat ah!","text":"Chionging tiger coins this month. Huat ah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274859552010320","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262560147603576,"gmtCreate":1705135643483,"gmtModify":1705135647025,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","listText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser] 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[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258418587119808","isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257326319935704,"gmtCreate":1703857706301,"gmtModify":1703857710446,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","listText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","text":"[Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257326319935704","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256639735316776,"gmtCreate":1703690262238,"gmtModify":1703690266177,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","listText":"[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","text":"[Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256639735316776","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":281078530629912,"gmtCreate":1709647322754,"gmtModify":1709647326043,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will pullback and rise again","listText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will pullback and rise again","text":"$Occidental(OXY)$ Will pullback and rise again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":19,"repostSize":0,"link":"https://ttm.financial/post/281078530629912","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096421146841810","authorId":"4096421146841810","name":"A1Broker","avatar":"https://static.tigerbbs.com/d2952e46ae17cf42737ab228eb8663e2","crmLevel":7,"crmLevelSwitch":0},"content":"Hi adewoon, can I join your team trading competition? Thanks","text":"Hi adewoon, can I join your team trading competition? Thanks","html":"Hi adewoon, can I join your team trading competition? Thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301944304984280,"gmtCreate":1714736386273,"gmtModify":1714736390172,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Quit the job. Invest the $5m for sustainable passive income. Spend more time with family &amp; friends, do volunteer &amp; charity work to help others. Do the things we love and spend the money wisely.","listText":"Quit the job. Invest the $5m for sustainable passive income. Spend more time with family &amp; friends, do volunteer &amp; charity work to help others. Do the things we love and spend the money wisely.","text":"Quit the job. Invest the $5m for sustainable passive income. Spend more time with family & friends, do volunteer & charity work to help others. Do the things we love and spend the money wisely.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301944304984280","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274859552010320,"gmtCreate":1708142261392,"gmtModify":1708142265740,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Chionging tiger coins this month. Huat ah!","listText":"Chionging tiger coins this month. Huat ah!","text":"Chionging tiger coins this month. Huat ah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274859552010320","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278658843656224,"gmtCreate":1709059570253,"gmtModify":1709059575058,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"It will become the next trillion company come the next 1-2 rally. The way they compound on their free cash flow and obtaining free cash from options, it's only a matter of time.&nbsp;","listText":"It will become the next trillion company come the next 1-2 rally. The way they compound on their free cash flow and obtaining free cash from options, it's only a matter of time.&nbsp;","text":"It will become the next trillion company come the next 1-2 rally. The way they compound on their free cash flow and obtaining free cash from options, it's only a matter of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278658843656224","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018385988,"gmtCreate":1648974832896,"gmtModify":1676534430920,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Tesla is way ahead of other EVs","listText":"Tesla is way ahead of other EVs","text":"Tesla is way ahead of other EVs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018385988","repostId":"1164394533","repostType":4,"repost":{"id":"1164394533","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648917046,"share":"https://www.laohu8.com/m/news/1164394533?lang=&edition=full","pubTime":"2022-04-03 00:30","market":"us","language":"en","title":"Tesla Delivers 310,048 Electric Vehicles in the First Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1164394533","media":"Tiger Newspress","summary":"$Tesla$ just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries : 310,048Electric vehicle production : 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, G","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>","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>Tesla Delivers 310,048 Electric Vehicles in the First Quarter</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\">\nTesla Delivers 310,048 Electric Vehicles in the First Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-03 00:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> just reported first-quarter vehicle production and delivery numbers for 2022.</p><p>Here’s how they did.</p><p><b>Electric vehicle deliveries (total): 310,048</b></p><p><b>Electric vehicle production (total): 305,407</b></p><p>Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.</p><p>Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.</p><p>The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.</p><p>Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164394533","content_text":"Tesla just reported first-quarter vehicle production and delivery numbers for 2022.Here’s how they did.Electric vehicle deliveries (total): 310,048Electric vehicle production (total): 305,407Over the same period last year, Tesla delivered 184,800 electric vehicles and produced 180,338 cars.Tesla said it sold a total of 295,324 Model 3 sedans and Model Y sport utility vehicles, while it delivered 14,724 Model S luxury sedans and Model X premium SUVs.The company recently opened a new factory in Brandenburg, Germany, and had a ribbon-cutting ceremony on March 22. Tesla also plans to host a grand opening and “cyber rodeo” event on April 7, at another new vehicle assembly plant it’s building in Austin, Texas.Tesla moved its headquarters to Austin officially as of Dec. 1, but still operates its first electric car factory in Fremont, California.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300525834719464,"gmtCreate":1714390074634,"gmtModify":1714390078509,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Eat more sashimi &amp; buy more Japanese goods!","listText":"Eat more sashimi &amp; buy more Japanese goods!","text":"Eat more sashimi & buy more Japanese goods!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300525834719464","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915507859,"gmtCreate":1665064220171,"gmtModify":1676537551390,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy and hold.&nbsp;","listText":"Buy and hold.&nbsp;","text":"Buy and hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915507859","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013515653,"gmtCreate":1648747696551,"gmtModify":1676534390510,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Shorties, please go away.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Shorties, please go away.&nbsp;","text":"$Tiger Brokers(TIGR)$Shorties, please go away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013515653","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238602006315112,"gmtCreate":1699281998491,"gmtModify":1699282002704,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/238602006315112","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916608096,"gmtCreate":1664582341415,"gmtModify":1676537479074,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"If you think that the stock you hold may go lower,it may be good to sell off and absorb loss first. Can buy in later when it's on sale. This way, you get to cash out and don't miss opportunity when it arises.&nbsp;","listText":"If you think that the stock you hold may go lower,it may be good to sell off and absorb loss first. Can buy in later when it's on sale. This way, you get to cash out and don't miss opportunity when it arises.&nbsp;","text":"If you think that the stock you hold may go lower,it may be good to sell off and absorb loss first. Can buy in later when it's on sale. This way, you get to cash out and don't miss opportunity when it arises.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916608096","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184116495450288,"gmtCreate":1685973989418,"gmtModify":1685973991100,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184116495450288","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944992634,"gmtCreate":1681660647329,"gmtModify":1681660651015,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks for the game&nbsp;","listText":"Thanks for the game&nbsp;","text":"Thanks for the game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9944992634","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967045384,"gmtCreate":1670239851649,"gmtModify":1676538326940,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp; &nbsp;&nbsp;","listText":"&nbsp; &nbsp;&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967045384","repostId":"1165181967","repostType":2,"repost":{"id":"1165181967","pubTimestamp":1670238543,"share":"https://www.laohu8.com/m/news/1165181967?lang=&edition=full","pubTime":"2022-12-05 19:09","market":"us","language":"en","title":"XPeng, Bilibili, Credit Suisse And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1165181967","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Monday, some of the stocks that may gra","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Chinese authorities eased Covid testing requirements across major cities over the weekend as Beijing appears to be engineering a gradual shift away from its strict Covid Zero policy. <b>Bilibili</b> and <b>XPeng</b> surged over 15% in premarket trading.</li></ul><ul><li><b>Credit Suisse</b> gained nearly 4% in premarket trading, investors including Saudi Arabia&#39;s crown prince and a U.S. private-equity firm run by a former Barclays CEO have shown interest in investing $1 billion or more in Credit Suisse&#39;s new investment banking unit</li></ul><ul><li>Wall Street expects <b>Science Applications International Corporation</b> to report quarterly earnings at $1.74 per share on revenue of $1.87 billion <i>before the opening</i> bell.</li><li><b>CalAmp</b> named Jikun Kim as Senior Vice President and Chief Financial Officer, effective January 9, 2023.</li><li>Analysts are expecting <b>Powell Industries, Inc.</b> to have earned $0.18 per share on revenue of $138.31 million for the latest quarter. The company will release earnings after the markets close.</li></ul><ul><li><b>Friedman Industries, Incorporated</b> reported Q2 earnings of $0.34 per share, down from $1.91 per share in the year-ago period. Its sales, however, rose to $149.69 million from $92.57 million.</li><li>Analysts expect <b>DLH Holdings Corp.</b> to post quarterly earnings at $0.25 per share on revenue of $67.00 million before the opening bell. DLH Holdings shares gained 3.5% to $13.90 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","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>XPeng, Bilibili, Credit Suisse And More: U.S. Stocks To Watch</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\">\nXPeng, Bilibili, Credit Suisse And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 19:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/12/29953449/saic-dlh-holdings-and-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:Chinese authorities eased Covid testing requirements across ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/12/29953449/saic-dlh-holdings-and-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DLHC":"DLH Holdings Corp","CAMP":"CalAmp Corp","SAIC":"Science Applications Internation","POWL":"Powell Industries","FRD":"Friedman Industries Inc"},"source_url":"https://www.benzinga.com/news/earnings/22/12/29953449/saic-dlh-holdings-and-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165181967","content_text":"With US stock futures trading slightly lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:Chinese authorities eased Covid testing requirements across major cities over the weekend as Beijing appears to be engineering a gradual shift away from its strict Covid Zero policy. Bilibili and XPeng surged over 15% in premarket trading.Credit Suisse gained nearly 4% in premarket trading, investors including Saudi Arabia's crown prince and a U.S. private-equity firm run by a former Barclays CEO have shown interest in investing $1 billion or more in Credit Suisse's new investment banking unitWall Street expects Science Applications International Corporation to report quarterly earnings at $1.74 per share on revenue of $1.87 billion before the opening bell.CalAmp named Jikun Kim as Senior Vice President and Chief Financial Officer, effective January 9, 2023.Analysts are expecting Powell Industries, Inc. to have earned $0.18 per share on revenue of $138.31 million for the latest quarter. The company will release earnings after the markets close.Friedman Industries, Incorporated reported Q2 earnings of $0.34 per share, down from $1.91 per share in the year-ago period. Its sales, however, rose to $149.69 million from $92.57 million.Analysts expect DLH Holdings Corp. to post quarterly earnings at $0.25 per share on revenue of $67.00 million before the opening bell. DLH Holdings shares gained 3.5% to $13.90 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902075937,"gmtCreate":1659621253532,"gmtModify":1705989837950,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902075937","repostId":"2256974449","repostType":2,"repost":{"id":"2256974449","pubTimestamp":1659618164,"share":"https://www.laohu8.com/m/news/2256974449?lang=&edition=full","pubTime":"2022-08-04 21:02","market":"us","language":"en","title":"BlackRock Teams Up With Coinbase in Crypto Market Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=2256974449","media":"Bloomberg","summary":"(Bloomberg) -- BlackRock Inc. is partnering with Coinbase Global Inc. to make it easier for institut","content":"<html><head></head><body><p>(Bloomberg) -- BlackRock Inc. is partnering with <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc.</a> to make it easier for institutional investors to manage and trade Bitcoin, marking a major push into cryptocurrencies for the world’s largest asset manager.</p><p>Top clients will be able to use BlackRock’s Aladdin investment-management system to oversee their exposure to Bitcoin along with other portfolio assets such as stocks and bonds, and to facilitate financing and trading on Coinbase’s exchange, according to a statement Thursday. The focus of the partnership with Coinbase, the biggest US crypto-trading platform, “will initially be on Bitcoin,” BlackRock said.</p><p>The move underscores how Wall Street’s traditional financial players are expanding deeper into crypto and related technologies, even after this year’s meltdown in such assets. Bitcoin has lost about half of its value in 2022, while the collapse of the Terra ecosystem and Three Arrows Capital have raised questions about the resilience of the market and prompted increased regulatory scrutiny.</p><p>Coinbase is facing a probe by the US Securities and Exchange Commission into whether the company let Americans trade digital assets that should have been registered as securities. BlackRock chose to partner with Coinbase because of its scale in the market and role in providing trading, custody services, prime brokerage and reporting capabilities. The services will be available for clients of both companies.</p><p>“Our institutional clients are increasingly interested in gaining exposure to digital-asset markets and are focused on how to efficiently manage the operational life cycle of these assets,” Joseph Chalom, BlackRock’s global head of strategic ecosystem partnerships, said in the statement.</p><p>Institutional investors accounted for about three-quarters of the $309 billion in trading volume on Coinbase in the first quarter, the company disclosed in May. Coinbase clients include hedge funds, corporate treasuries and asset managers.</p><p>“The Coinbase partnership between BlackRock and Aladdin is an exciting milestone for our firm,” Brett Tejpaul, head of Coinbase Institutional, and Greg Tusar, vice president of institutional product, said in a separate statement. “We are committed to pushing the industry forward and creating new access points as institutional crypto adoption continues to rapidly accelerate.”</p><p>For BlackRock, the partnership is the next step in a wider strategy to expand into digital assets. Chief Executive Officer Larry Fink said in March that the firm was studying the growing importance of digital assets and stablecoins and how they can be used to help clients. The following month, the company joined a group of investors in Circle Internet Financial, the issuer of USD Coin, and said it would seek to serve as a primary manager of the stablecoin’s cash reserves.</p></body></html>","source":"lsy1584095487587","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>BlackRock Teams Up With Coinbase in Crypto Market Expansion</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\">\nBlackRock Teams Up With Coinbase in Crypto Market Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-04/blackrock-teams-up-with-coinbase-in-crypto-market-expansion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- BlackRock Inc. is partnering with Coinbase Global Inc. to make it easier for institutional investors to manage and trade Bitcoin, marking a major push into cryptocurrencies for the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-04/blackrock-teams-up-with-coinbase-in-crypto-market-expansion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLK":"贝莱德"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-04/blackrock-teams-up-with-coinbase-in-crypto-market-expansion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256974449","content_text":"(Bloomberg) -- BlackRock Inc. is partnering with Coinbase Global Inc. to make it easier for institutional investors to manage and trade Bitcoin, marking a major push into cryptocurrencies for the world’s largest asset manager.Top clients will be able to use BlackRock’s Aladdin investment-management system to oversee their exposure to Bitcoin along with other portfolio assets such as stocks and bonds, and to facilitate financing and trading on Coinbase’s exchange, according to a statement Thursday. The focus of the partnership with Coinbase, the biggest US crypto-trading platform, “will initially be on Bitcoin,” BlackRock said.The move underscores how Wall Street’s traditional financial players are expanding deeper into crypto and related technologies, even after this year’s meltdown in such assets. Bitcoin has lost about half of its value in 2022, while the collapse of the Terra ecosystem and Three Arrows Capital have raised questions about the resilience of the market and prompted increased regulatory scrutiny.Coinbase is facing a probe by the US Securities and Exchange Commission into whether the company let Americans trade digital assets that should have been registered as securities. BlackRock chose to partner with Coinbase because of its scale in the market and role in providing trading, custody services, prime brokerage and reporting capabilities. The services will be available for clients of both companies.“Our institutional clients are increasingly interested in gaining exposure to digital-asset markets and are focused on how to efficiently manage the operational life cycle of these assets,” Joseph Chalom, BlackRock’s global head of strategic ecosystem partnerships, said in the statement.Institutional investors accounted for about three-quarters of the $309 billion in trading volume on Coinbase in the first quarter, the company disclosed in May. Coinbase clients include hedge funds, corporate treasuries and asset managers.“The Coinbase partnership between BlackRock and Aladdin is an exciting milestone for our firm,” Brett Tejpaul, head of Coinbase Institutional, and Greg Tusar, vice president of institutional product, said in a separate statement. “We are committed to pushing the industry forward and creating new access points as institutional crypto adoption continues to rapidly accelerate.”For BlackRock, the partnership is the next step in a wider strategy to expand into digital assets. Chief Executive Officer Larry Fink said in March that the firm was studying the growing importance of digital assets and stablecoins and how they can be used to help clients. The following month, the company joined a group of investors in Circle Internet Financial, the issuer of USD Coin, and said it would seek to serve as a primary manager of the stablecoin’s cash reserves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291959981617360,"gmtCreate":1712305209967,"gmtModify":1712305213976,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","listText":"[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;[Miser]&nbsp;&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291959981617360","repostId":"2424216368","repostType":2,"repost":{"id":"2424216368","pubTimestamp":1712300400,"share":"https://www.laohu8.com/m/news/2424216368?lang=&edition=full","pubTime":"2024-04-05 15:00","market":"us","language":"en","title":"Palantir: Defying The Skeptics","url":"https://stock-news.laohu8.com/highlight/detail?id=2424216368","media":"Seeking Alpha","summary":"Today, we will start with a brief contemplation of the Palantir business and its experience over the last 20 years.We will then parse the growth rates of the various segments of the business.Then, we ","content":"<html><head></head><body><ul style=\"\"><li><p>Today, we will start with a brief contemplation of the Palantir business and its experience over the last 20 years.</p></li><li><p>We will then parse the growth rates of the various segments of the business.</p></li><li><p>Then, we will conclude with a consideration of Palantir&#39;s valuation and its expected future returns.</p></li><li><p>While I am totally content with the performance of the business, I do not find Palantir&#39;s valuation particularly attractive at these levels. That said, I do believe the market&#39;s treatment of its stock and corresponding valuation expansion has been justified.</p></li><li><p>The business is doing incredibly well atop solid free cash flow, GAAP net income, and a massive $3.7B cash hoard and no long-term debt.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca0459f275b9aed733014624cae2dc80\" alt=\"Michael Vi\" title=\"Michael Vi\" tg-width=\"750\" tg-height=\"500\"/><span>Michael Vi</span></p><h2 id=\"id_2788162195\">Enjoy This Little Ride</h2><blockquote><p><em>Our expansion and growth, as both a company and as an organization, have never been greater.</em></p><p>Alex Karp, CEO, Q4 2023 Palantir Shareholder Letter</p></blockquote><p>Throughout my coverage and ownership of <strong>Palantir</strong> (NYSE:PLTR), I&#39;ve always viewed the business through the philosophy of its founding, its core ideology underpinning its creation. When I introduced the business to my readers, I focused on the core, underlying principles with which the founding team, including Peter Thiel and Alex Karp, both of whom still lead the business today, created the company.</p><p>While reviewing Palantir&#39;s most recent quarterly report, I was struck by this vantage point seeming more evident than ever before.</p><p>When we think of the company&#39;s name: Palantir, given to it on the day it was founded 20 years ago, we are reminded of the core, underlying philosophy that was imbued into it during those early years.</p><p>As you may be aware, a &#34;Palantir&#34; is an object from the Lord of the Rings trilogy, which allowed its users to see into the future, as if they possessed a divine omniscience.</p><p>Palantir intentionally selected its brand name to represent the idea that the company existed to aggregate data and fashion the data in such a way that some level of &#34;omniscience&#34; regarding the future could be attained.</p><p>To this end, and coming back to the title of this section, I found it noteworthy that the company&#39;s founding ideology required <em>twenty years</em> for the technological landscape to catch up with it and allow the business to fully materialize in the way in which it was envisioned when it was founded.</p><p>I found it noteworthy that it required essentially the peak productivity lifetimes of its founders, Messrs. Karp and Thiel, for the business to materialize in the way in which it was envisioned when it was founded.</p><blockquote><p><strong><em>These are momentous events built on the back of a 20-year assumption that software would define our reality.</em></strong><em> The winners would be those that understood software, rejecting linear, narrow, sales-driven software, Frankenstein monster infrastructures that have been so historically popular for investment in Silicon Valley, rejecting sophism, as not only an approach to business, meaning I only say what I believe if it doesn&#39;t matter or I never say what I believe. Those assumptions have seeped into our products, whether they&#39;re a military product, whether they&#39;re foundry, or ontology, or AIP.</em></p><p>Alex Karp, CEO, Q4 2023 Palantir Earnings Call</p></blockquote><p>Coincidentally, the same could be said for the technology company that has acted as the foundational hardware infrastructure supporting Palantir&#39;s newfound relevance: Nvidia (NVDA). Founded in 1993, Nvidia required nearly 30 years for its technology to find what would ultimately be its defining application: acting as the hardware layer for the creation of software-defined AI like that which Palantir supplies to enterprises and like that which the Palantir in the video above illustrates.</p><blockquote><p><em>In our US commercial business, the expanding addressable market, driven by AIP, is propelling growth both through new customer acquisitions and expansions with existing customers. </em><strong><em>I&#39;ve never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.</em></strong></p><p><em>With regard to new customer acquisition, the expanding addressable market is reflected in the greater scale of the top of our sales funnel. And now we&#39;re doubling down on how we&#39;re converting bootcamps to enterprise deals. We&#39;re already seeing evidence of bootcamps helping to significantly compress sales cycles and accelerate the rate of new customer acquisition, which rose to 22% sequentially for US commercial in Q4 versus 12% and 4% in Q3 and Q2, respectively. And we more than doubled the number of US commercial deals with TCV of $1 million or more from the fourth quarter in 2022 to 2023. We&#39;re also seeing a meaningful increase in our US commercial TCV on a dollar-weighted duration basis, which is up 107% year-over-year and 42% sequentially.</em></p><p>Alex Karp, CEO, Q4 2023 Palantir Earnings Call</p></blockquote><p>Upon reaching this appreciation for the time it has taken for Palantir and Nvidia to mature into the versions of themselves in which they were ultimately destined to find themselves, I was reminded of what a little ride life is, and I was reminded that it should be an objective for us all to enjoy it as we experience the highs, lows, and everything in between, on our journey to who we will ultimately become, at whatever stage of life we find ourselves.</p><blockquote><p><em>Our results reflect both the strength of our software and </em><strong><em>the surging demand that we are seeing across industries and sectors for artificial intelligence platforms</em></strong><em>, including large language models, that are capable of integrating with the tangle of existing technical infrastructure that organizations have been constructing for years.</em></p><p>Alex Karp, CEO, Q4 2023 Palantir Shareholder Letter</p><p><em>In our US commercial business, the expanding addressable market, driven by AIP, is propelling growth both through new customer acquisitions and expansions with existing customers. </em><strong><em>I&#39;ve never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.</em></strong></p><p>Ryan Taylor, CRO, Q4 2023 Palantir Earnings Call</p></blockquote><p>With these ideas as our platform, let&#39;s now review Palantir&#39;s Q4 2023 quantitatively.</p><h2 id=\"id_1215517050\">More Accelerating</h2><p>Of course, my musings on Palantir may sound nice, and some may take issue with their more ethereal nature, e.g.,</p><blockquote><p><em>Many far-reaching claims in this almost-romantic analysis of PLTR but I think the author overreaches with his rainforest analogy and invocation of God. Alex Karp is not God. He is a megalomaniac smitten with his own intelligence - that&#39;s it. A more humble sort will apply fluid dynamics to battlefield software. So be careful: hype is a mark-up to a stock price.</em></p><p>A comment I received in response to this review</p></blockquote><p>They may evoke a sense of untethered romance for the business of Palantir; however, the concrete, indisputable reality is that Palantir&#39;s business <em>has been</em> accelerating, as I will detail for you today.</p><blockquote><p><strong><em>The numbers that just fly off the screen are the 70% year-on-year growth in Q4.</em></strong></p><p>[This refers to the growth of Palantir&#39;s Q4 2023 U.S. commercial business.]</p><p><em>The numbers were so good that I almost had to turn the page when I saw them were the over 100 contracts, over $1 million, 37 over $5 million, and 21, roughly, over $10 million. It&#39;s almost inconceivable to do that many contracts given the way our product used to be.</em></p><p><em>And so, </em><strong><em>what you see is a convergence of our product being easier to use, an augmentation of its charisma, both driven by developments in AI, large language models, which make the product approachable foundry to the broader market.</em></strong></p><p><strong><em>You also see just this enormous demand</em></strong><em> and our ability to meet that demand with a pilot -- new piloting approach that we call bootcamp. </em><strong><em>So, we went, like -- two years ago, we did 92 pilots. And last year, really mostly the second half of the year, we did over 500 bootcamps.</em></strong></p><p>Alex Karp, CEO, Q4 2023 Palantir Earnings Call</p></blockquote><p>And we can see this growth in the charts below.</p><p><strong>Palantir&#39;s U.S. Commercial Business Grew At 70% In Q4 2023, Representing True Hypergrowth At Significant Scale</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26a3c2612aadedc6bac571a7c07ea728\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"611\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>Looking at the growth of the business in years below, we can see the growth of this business that was virtually non-existent just 6 years ago.</p><p><strong>Revenue Growth Of Palantir&#39;s Commercial Business Since 2019</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/555f5abf04b6279e47d3e97a927795dd\" alt=\"Q4 2023 Palantir Shareholder Letter\" title=\"Q4 2023 Palantir Shareholder Letter\" tg-width=\"640\" tg-height=\"317\"/><span>Q4 2023 Palantir Shareholder Letter</span></p><p>And Palantir expects this growth momentum to persist into 2024:</p><blockquote><p><em>We now anticipate that our U.S. commercial revenue will exceed $640 million in 2024, which would represent a growth rate of at least 40% from last year.</em></p><p>Alex Karp, CEO, Q4 2023 Palantir Shareholder Letter</p></blockquote><p>As I often noted when Palantir was in the single digits, its commercial business has grown rapidly, and, were it to be valued on a standalone basis, it would likely fetch a price tag of roughly $20B as of today.</p><p>To further parse this growth for you; thereby convey the momentum Palantir&#39;s U.S. commercial business has experienced recently, below, we can see the sequential (i.e., Q3-&gt;Q4 2023) growth rates the line of business experienced in Q4 2023.</p><p><strong>Note The Sequential Growth Rates (Q/Q) For Palantir&#39;s U.S. Commercial Revenue Growth And U.S. Customer Count Growth</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cecbef572a1cbd4995616f5d6421db2f\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"318\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>If we were to extrapolate the sequential growth illustrated above over the next four quarters, Palantir&#39;s U.S. commercial business would grow at ~60% in 2024, which aligns with the guidance CEO Alex Karp provided to us, which I quoted just a moment ago.</p><blockquote><p><em>We now anticipate that our U.S. commercial revenue will exceed $640 million in 2024, which would represent a growth rate of at least 40% from last year.</em></p><p>Alex Karp, CEO, Q4 2023 Palantir Shareholder Letter</p></blockquote><p>If we extrapolate customer growth over the next year based on growth trends from Q3 to Q4, Palantir will more than double its U.S. customers in 2024, which bolsters the idea that Palantir&#39;s U.S. commercial business will grow at, at least, 40% in 2024 and possibly closer to 60-70%.</p><p><strong>U.S. Commercial Customer Count Growth Accelerated Materially In Q4 2023</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa98428e1afe092eacf6b3347da261c0\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"287\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>With the introductory commentary that I shared with you in mind, this represents a business hitting hockey stick growth at giant scale, and, as we discussed, it required 20 years for this day to come, in the same way it required about 30 years for Nvidia to experience hockey stick growth for its data center, AI-chip business.</p><p><strong>A Representation Of Hockey Stick Growth</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2b5bddb313e653b213de301e9e15192b\" alt=\"Forbes\" title=\"Forbes\" tg-width=\"1200\" tg-height=\"658\"/><span>Forbes</span></p><p>While this is something of a random aside, I believe it&#39;s important to note as we make investments with a long term time horizon: We can be very right directionally, though timing can be challenging, and it may require more time than we originally anticipate.</p><blockquote><p><em>My best stocks have been the stocks I owned in my fifth, sixth, and seventh years.</em></p><p>Peter Lynch</p></blockquote><p>Turning to overall commercial revenue growth, below, we can see that Palantir&#39;s overall commercial business, including international sales, now operates at an annualized run rate of ~$1.2B.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/356495f0cb51291de43fbe27541b9151\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"611\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><blockquote><p><em>We closed out the year</em> <em>with $608 million in fourth quarter revenue, representing 20% year-over-year and 9% sequential growth. </em><strong><em>Our commercial business surpassed $1 billion in revenue over the last 12 months, a noteworthy milestone.</em></strong><em> And our fourth quarter commercial revenue grew 32% year-over-year.</em></p><p>Ryan Taylor, CRO, Q4 2023 Palantir Earnings Call</p></blockquote><p><strong>Palantir Commercial Customer Count Growth, Which Also Accelerated Due In Part To The Success Of Its U.S. Commercial Business</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d4255b6e19cc18e9297c14ac719065d2\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"612\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>Such scale gives Palantir further resources to accelerate the momentum of its U.S. and overall commercial business, allowing it to grow rapidly and, notably, profitably.</p><p><strong>Palantir Generated A 15% <em>GAAP</em> Net Income Margin In Q4 2023, Demonstrating Its Ability To Accelerate Growth While Generating Profits</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bfd8ddfec996369ca1c1d6f6ba67c524\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"341\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>To close this section, Palantir&#39;s commercial business is growing gangbusters. It represents the consistent execution of a business philosophy conceived 20 years ago that is today finding its place in the world in a material way.</p><h2 id=\"id_652541329\">The Lagging Government Business</h2><p>As you likely know, Palantir has been historically, in essence, a defense contractor first and foremost. While this narrative has begun to take a backseat as a result of its commercial business&#39; success, it is worth reminding ourselves that Palantir sells into the nearly $1T U.S. defense budget, illustrating the long runway for growth that this segment of Palantir&#39;s business has.</p><p><strong>Government Revenue Only Grew At 11% In Q4 2023</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b420dbe5eb4bbb60c0b50dc7d7ea5255\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"610\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p><strong>And U.S. Government Revenue Grew Even Slower</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f25d560c9ce503afd0978166d12bef2\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"610\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>About two years ago, Palantir&#39;s government revenue growth began slowing meaningfully, the growth rate of which slid from ~35% CAGR over the preceding decade to the 11% rate we&#39;re witnessing today.</p><p>One of my central contentions through this entire slowing process has been that business is non-linear, and it is natural for the growth rates of our companies to ebb and flow over time.</p><p>I maintain this perspective today, especially for Palantir&#39;s government business, which is objectively lagging as of my typing this.</p><p>That said, I do believe we will witness acceleration: the demand for AI-centric software that serves to defend the western nation-state, as well as portions of eastern nation-states, such as Japan and Korea, in the 21st century is as big as ever, and it&#39;s likely set only to increase as technological progress continues apace.</p><blockquote><p><em>In our government business, we are actively engaged across all theaters of crisis and conflict. </em><strong><em>The strength of our US government business is not reflected in the fourth quarter results, which remain muted</em></strong><em>.</em></p><p><strong><em>Some of this is due to the continuing resolution and timing of large potential contract awards. But it&#39;s also a function of the department&#39;s pace of scaling their AI and software efforts to match the realities of modern combat, particularly with JADC2.</em></strong></p><p>Ryan Taylor, CRO, Q4 2023 Palantir Earnings Call</p><p><em>As Ryan mentioned, while our fourth quarter US government results are muted due to the timing of larger contract awards, we expect our US government business to reaccelerate in 2024.</em></p><p>Dave Blazer, CFO, Q4 2023 Palantir Earnings Call</p></blockquote><p>While the government business continues to lag, Palantir does believe that growth will accelerate in 2024, but, frankly, if it didn&#39;t, I would not be concerned.</p><p>Eventually, I very much believe Palantir&#39;s government revenue will accelerate, though the timing of this acceleration cannot be identified with any true certainty. Software spend will likely continue to grow as western nation-states and their allies look for reliable vendors to assist in these governments&#39; primary service to their citizenry: defense, and, once the government revenue accelerates, the revenue growth rate of the Palantir conglomerate will accelerate, and there&#39;s a solid chance we see ~30% revenue growth in the years ahead, up from 20% today.</p><h2 id=\"id_650773136\">Valuation Exercise</h2><p>With the review of Palantir&#39;s growth as our platform, let&#39;s conduct a brief valuation exercise for the business. Without having done such an exercise since about Q3 2023, my inkling is that Palantir is not very quantitatively attractive, but I will allow the data in this section to objectively determine the reality of the company&#39;s valuation. Let&#39;s begin.</p><p>Starting with a few key pieces of data that will inform our valuation assumptions, we can see below that Palantir&#39;s gross margin has expanded to 84% as of today.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fab1da1e8b731b13e16dcb9d0be51de1\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"291\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>Considering the nature of Palantir as an asset-light vendor of software, I believe this provides a solid foundation to assume a long run free cash flow margin of 35%, which aligns with such a high gross margin and is in line with Palantir&#39;s software peers.</p><p>Furthermore, the business generated a 31% free cash flow margin in 2023, and this margin has expanded almost linearly since the company direct listed in 2020.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5919411f8194df5a88f0f498ae5f4b77\" alt=\"YCharts\" title=\"YCharts\" tg-width=\"640\" tg-height=\"385\"/><span>YCharts</span></p><p>For 2024, Palantir guided to a free cash flow margin of ~$900M/$2.65B, or 34%, representing further margin expansion like that which we&#39;ve seen in the above chart.</p><p>Let&#39;s now turn to our key assumptions and valuation exercise.</p><p><strong><em>Assumptions:</em></strong></p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p>TTM revenue annualized [A]</p></td><td style=\"text-align:left;\"><p>$2.4 billion</p></td></tr><tr><td style=\"text-align:left;\"><p>Potential Free Cash Flow Margin [B]</p></td><td style=\"text-align:left;\"><p>35%</p></td></tr><tr><td style=\"text-align:left;\"><p>Average diluted shares outstanding [C]</p></td><td style=\"text-align:left;\"><p>~2.4 billion</p></td></tr><tr><td style=\"text-align:left;\"><p>Free cash flow per share [ D = (A * B) / C ]</p></td><td style=\"text-align:left;\"><p>$.35</p></td></tr><tr><td style=\"text-align:left;\"><p>Free cash flow per share growth rate (reasonable)</p></td><td style=\"text-align:left;\"><p>20%</p></td></tr><tr><td style=\"text-align:left;\"><p>Terminal growth rate</p></td><td style=\"text-align:left;\"><p>3%</p></td></tr><tr><td style=\"text-align:left;\"><p>Years of elevated growth</p></td><td style=\"text-align:left;\"><p>10</p></td></tr><tr><td style=\"text-align:left;\"><p>Total years to stimulate</p></td><td style=\"text-align:left;\"><p>100</p></td></tr><tr><td style=\"text-align:left;\"><p>Discount Rate (Our &#34;Next Best Alternative&#34;)</p></td><td style=\"text-align:left;\"><p>9.8%</p></td></tr></tbody></table><p></p><p>And here are the results:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7fc6e1f6646082ab32f118fc3826393\" alt=\"L.A. Stevens Valuation Model\" title=\"L.A. Stevens Valuation Model\" tg-width=\"640\" tg-height=\"914\"/><span>L.A. Stevens Valuation Model</span></p><p>And below, we can see Palantir&#39;s projected return profile using the assumptions above.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e769a8f75ba1a1057a556b6524efcd8\" alt=\"L.A. Stevens Valuation Model\" title=\"L.A. Stevens Valuation Model\" tg-width=\"640\" tg-height=\"525\"/><span>L.A. Stevens Valuation Model</span></p><p>I would say that 20% annualized growth is fair or reasonable. I do not believe it&#39;s conservative, nor do I believe it&#39;s overly aggressive.</p><p>With that in mind, we can see that we&#39;re not even generating 10% annualized returns, while also not factoring in a margin of safety.</p><p>As a result, I do not like Palantir at these levels, and this has been reflected in its omission from the Weekly Top Ideas in recent months.</p><p>Very notably, I did the valuation exercise in one go: I did not manage the assumptions in any way to create a desired outcome. After exhaustively reviewing the business as of Q4 2023 and its margins, I simply inserted reasonable assumptions and the result was less than exciting returns, <em>if we&#39;re to invest with some iota of a margin of safety, i.e., conservatism.</em></p><p>So, again, I don&#39;t love Palantir at these levels, and, with <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> collapsing recently, I&#39;d prefer to buy Snowflake (SNOW) over Palantir as of today, as something of a random aside.</p><h2 id=\"id_2065350901\">Concluding Thoughts: Cash Hoard And Profitability</h2><p>As I noted earlier, Palantir now generates GAAP profits and huge free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bfd8ddfec996369ca1c1d6f6ba67c524\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"341\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>This has contributed to Palantir&#39;s hulking $3.7B cash hoard, alongside $0 in long term debt.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0e671ee3d0402017818e77ca4dd60469\" alt=\"Q4 2023 Palantir Earnings Presentation\" title=\"Q4 2023 Palantir Earnings Presentation\" tg-width=\"640\" tg-height=\"331\"/><span>Q4 2023 Palantir Earnings Presentation</span></p><p>While I will not be adding to Palantir at these levels, I could not be happier with the business&#39; execution, and I am pleased to see our thesis for the business materialize.</p><p>Next stop on the journey of being pleased with the business will be the re-acceleration of its government business!</p></body></html>","source":"seekingalpha","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>Palantir: Defying The Skeptics</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; 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}\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\">\nPalantir: Defying The Skeptics\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-05 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4682089-palantir-defying-the-skeptics><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, we will start with a brief contemplation of the Palantir business and its experience over the last 20 years.We will then parse the growth rates of the various segments of the business.Then, we ...</p>\n\n<a href=\"https://seekingalpha.com/article/4682089-palantir-defying-the-skeptics\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","PLTR":"Palantir Technologies Inc.","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4543":"AI","BK4588":"碎股","BK4527":"明星科技股","BK4116":"互联网服务与基础架构","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4141":"半导体产品","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4547":"WSB热门概念","BK4581":"高盛持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4023":"应用软件","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4682089-palantir-defying-the-skeptics","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2424216368","content_text":"Today, we will start with a brief contemplation of the Palantir business and its experience over the last 20 years.We will then parse the growth rates of the various segments of the business.Then, we will conclude with a consideration of Palantir's valuation and its expected future returns.While I am totally content with the performance of the business, I do not find Palantir's valuation particularly attractive at these levels. That said, I do believe the market's treatment of its stock and corresponding valuation expansion has been justified.The business is doing incredibly well atop solid free cash flow, GAAP net income, and a massive $3.7B cash hoard and no long-term debt.Michael ViEnjoy This Little RideOur expansion and growth, as both a company and as an organization, have never been greater.Alex Karp, CEO, Q4 2023 Palantir Shareholder LetterThroughout my coverage and ownership of Palantir (NYSE:PLTR), I've always viewed the business through the philosophy of its founding, its core ideology underpinning its creation. When I introduced the business to my readers, I focused on the core, underlying principles with which the founding team, including Peter Thiel and Alex Karp, both of whom still lead the business today, created the company.While reviewing Palantir's most recent quarterly report, I was struck by this vantage point seeming more evident than ever before.When we think of the company's name: Palantir, given to it on the day it was founded 20 years ago, we are reminded of the core, underlying philosophy that was imbued into it during those early years.As you may be aware, a \"Palantir\" is an object from the Lord of the Rings trilogy, which allowed its users to see into the future, as if they possessed a divine omniscience.Palantir intentionally selected its brand name to represent the idea that the company existed to aggregate data and fashion the data in such a way that some level of \"omniscience\" regarding the future could be attained.To this end, and coming back to the title of this section, I found it noteworthy that the company's founding ideology required twenty years for the technological landscape to catch up with it and allow the business to fully materialize in the way in which it was envisioned when it was founded.I found it noteworthy that it required essentially the peak productivity lifetimes of its founders, Messrs. Karp and Thiel, for the business to materialize in the way in which it was envisioned when it was founded.These are momentous events built on the back of a 20-year assumption that software would define our reality. The winners would be those that understood software, rejecting linear, narrow, sales-driven software, Frankenstein monster infrastructures that have been so historically popular for investment in Silicon Valley, rejecting sophism, as not only an approach to business, meaning I only say what I believe if it doesn't matter or I never say what I believe. Those assumptions have seeped into our products, whether they're a military product, whether they're foundry, or ontology, or AIP.Alex Karp, CEO, Q4 2023 Palantir Earnings CallCoincidentally, the same could be said for the technology company that has acted as the foundational hardware infrastructure supporting Palantir's newfound relevance: Nvidia (NVDA). Founded in 1993, Nvidia required nearly 30 years for its technology to find what would ultimately be its defining application: acting as the hardware layer for the creation of software-defined AI like that which Palantir supplies to enterprises and like that which the Palantir in the video above illustrates.In our US commercial business, the expanding addressable market, driven by AIP, is propelling growth both through new customer acquisitions and expansions with existing customers. I've never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.With regard to new customer acquisition, the expanding addressable market is reflected in the greater scale of the top of our sales funnel. And now we're doubling down on how we're converting bootcamps to enterprise deals. We're already seeing evidence of bootcamps helping to significantly compress sales cycles and accelerate the rate of new customer acquisition, which rose to 22% sequentially for US commercial in Q4 versus 12% and 4% in Q3 and Q2, respectively. And we more than doubled the number of US commercial deals with TCV of $1 million or more from the fourth quarter in 2022 to 2023. We're also seeing a meaningful increase in our US commercial TCV on a dollar-weighted duration basis, which is up 107% year-over-year and 42% sequentially.Alex Karp, CEO, Q4 2023 Palantir Earnings CallUpon reaching this appreciation for the time it has taken for Palantir and Nvidia to mature into the versions of themselves in which they were ultimately destined to find themselves, I was reminded of what a little ride life is, and I was reminded that it should be an objective for us all to enjoy it as we experience the highs, lows, and everything in between, on our journey to who we will ultimately become, at whatever stage of life we find ourselves.Our results reflect both the strength of our software and the surging demand that we are seeing across industries and sectors for artificial intelligence platforms, including large language models, that are capable of integrating with the tangle of existing technical infrastructure that organizations have been constructing for years.Alex Karp, CEO, Q4 2023 Palantir Shareholder LetterIn our US commercial business, the expanding addressable market, driven by AIP, is propelling growth both through new customer acquisitions and expansions with existing customers. I've never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.Ryan Taylor, CRO, Q4 2023 Palantir Earnings CallWith these ideas as our platform, let's now review Palantir's Q4 2023 quantitatively.More AcceleratingOf course, my musings on Palantir may sound nice, and some may take issue with their more ethereal nature, e.g.,Many far-reaching claims in this almost-romantic analysis of PLTR but I think the author overreaches with his rainforest analogy and invocation of God. Alex Karp is not God. He is a megalomaniac smitten with his own intelligence - that's it. A more humble sort will apply fluid dynamics to battlefield software. So be careful: hype is a mark-up to a stock price.A comment I received in response to this reviewThey may evoke a sense of untethered romance for the business of Palantir; however, the concrete, indisputable reality is that Palantir's business has been accelerating, as I will detail for you today.The numbers that just fly off the screen are the 70% year-on-year growth in Q4.[This refers to the growth of Palantir's Q4 2023 U.S. commercial business.]The numbers were so good that I almost had to turn the page when I saw them were the over 100 contracts, over $1 million, 37 over $5 million, and 21, roughly, over $10 million. It's almost inconceivable to do that many contracts given the way our product used to be.And so, what you see is a convergence of our product being easier to use, an augmentation of its charisma, both driven by developments in AI, large language models, which make the product approachable foundry to the broader market.You also see just this enormous demand and our ability to meet that demand with a pilot -- new piloting approach that we call bootcamp. So, we went, like -- two years ago, we did 92 pilots. And last year, really mostly the second half of the year, we did over 500 bootcamps.Alex Karp, CEO, Q4 2023 Palantir Earnings CallAnd we can see this growth in the charts below.Palantir's U.S. Commercial Business Grew At 70% In Q4 2023, Representing True Hypergrowth At Significant ScaleQ4 2023 Palantir Earnings PresentationLooking at the growth of the business in years below, we can see the growth of this business that was virtually non-existent just 6 years ago.Revenue Growth Of Palantir's Commercial Business Since 2019Q4 2023 Palantir Shareholder LetterAnd Palantir expects this growth momentum to persist into 2024:We now anticipate that our U.S. commercial revenue will exceed $640 million in 2024, which would represent a growth rate of at least 40% from last year.Alex Karp, CEO, Q4 2023 Palantir Shareholder LetterAs I often noted when Palantir was in the single digits, its commercial business has grown rapidly, and, were it to be valued on a standalone basis, it would likely fetch a price tag of roughly $20B as of today.To further parse this growth for you; thereby convey the momentum Palantir's U.S. commercial business has experienced recently, below, we can see the sequential (i.e., Q3->Q4 2023) growth rates the line of business experienced in Q4 2023.Note The Sequential Growth Rates (Q/Q) For Palantir's U.S. Commercial Revenue Growth And U.S. Customer Count GrowthQ4 2023 Palantir Earnings PresentationIf we were to extrapolate the sequential growth illustrated above over the next four quarters, Palantir's U.S. commercial business would grow at ~60% in 2024, which aligns with the guidance CEO Alex Karp provided to us, which I quoted just a moment ago.We now anticipate that our U.S. commercial revenue will exceed $640 million in 2024, which would represent a growth rate of at least 40% from last year.Alex Karp, CEO, Q4 2023 Palantir Shareholder LetterIf we extrapolate customer growth over the next year based on growth trends from Q3 to Q4, Palantir will more than double its U.S. customers in 2024, which bolsters the idea that Palantir's U.S. commercial business will grow at, at least, 40% in 2024 and possibly closer to 60-70%.U.S. Commercial Customer Count Growth Accelerated Materially In Q4 2023Q4 2023 Palantir Earnings PresentationWith the introductory commentary that I shared with you in mind, this represents a business hitting hockey stick growth at giant scale, and, as we discussed, it required 20 years for this day to come, in the same way it required about 30 years for Nvidia to experience hockey stick growth for its data center, AI-chip business.A Representation Of Hockey Stick GrowthForbesWhile this is something of a random aside, I believe it's important to note as we make investments with a long term time horizon: We can be very right directionally, though timing can be challenging, and it may require more time than we originally anticipate.My best stocks have been the stocks I owned in my fifth, sixth, and seventh years.Peter LynchTurning to overall commercial revenue growth, below, we can see that Palantir's overall commercial business, including international sales, now operates at an annualized run rate of ~$1.2B.Q4 2023 Palantir Earnings PresentationWe closed out the year with $608 million in fourth quarter revenue, representing 20% year-over-year and 9% sequential growth. Our commercial business surpassed $1 billion in revenue over the last 12 months, a noteworthy milestone. And our fourth quarter commercial revenue grew 32% year-over-year.Ryan Taylor, CRO, Q4 2023 Palantir Earnings CallPalantir Commercial Customer Count Growth, Which Also Accelerated Due In Part To The Success Of Its U.S. Commercial BusinessQ4 2023 Palantir Earnings PresentationSuch scale gives Palantir further resources to accelerate the momentum of its U.S. and overall commercial business, allowing it to grow rapidly and, notably, profitably.Palantir Generated A 15% GAAP Net Income Margin In Q4 2023, Demonstrating Its Ability To Accelerate Growth While Generating ProfitsQ4 2023 Palantir Earnings PresentationTo close this section, Palantir's commercial business is growing gangbusters. It represents the consistent execution of a business philosophy conceived 20 years ago that is today finding its place in the world in a material way.The Lagging Government BusinessAs you likely know, Palantir has been historically, in essence, a defense contractor first and foremost. While this narrative has begun to take a backseat as a result of its commercial business' success, it is worth reminding ourselves that Palantir sells into the nearly $1T U.S. defense budget, illustrating the long runway for growth that this segment of Palantir's business has.Government Revenue Only Grew At 11% In Q4 2023Q4 2023 Palantir Earnings PresentationAnd U.S. Government Revenue Grew Even SlowerQ4 2023 Palantir Earnings PresentationAbout two years ago, Palantir's government revenue growth began slowing meaningfully, the growth rate of which slid from ~35% CAGR over the preceding decade to the 11% rate we're witnessing today.One of my central contentions through this entire slowing process has been that business is non-linear, and it is natural for the growth rates of our companies to ebb and flow over time.I maintain this perspective today, especially for Palantir's government business, which is objectively lagging as of my typing this.That said, I do believe we will witness acceleration: the demand for AI-centric software that serves to defend the western nation-state, as well as portions of eastern nation-states, such as Japan and Korea, in the 21st century is as big as ever, and it's likely set only to increase as technological progress continues apace.In our government business, we are actively engaged across all theaters of crisis and conflict. The strength of our US government business is not reflected in the fourth quarter results, which remain muted.Some of this is due to the continuing resolution and timing of large potential contract awards. But it's also a function of the department's pace of scaling their AI and software efforts to match the realities of modern combat, particularly with JADC2.Ryan Taylor, CRO, Q4 2023 Palantir Earnings CallAs Ryan mentioned, while our fourth quarter US government results are muted due to the timing of larger contract awards, we expect our US government business to reaccelerate in 2024.Dave Blazer, CFO, Q4 2023 Palantir Earnings CallWhile the government business continues to lag, Palantir does believe that growth will accelerate in 2024, but, frankly, if it didn't, I would not be concerned.Eventually, I very much believe Palantir's government revenue will accelerate, though the timing of this acceleration cannot be identified with any true certainty. Software spend will likely continue to grow as western nation-states and their allies look for reliable vendors to assist in these governments' primary service to their citizenry: defense, and, once the government revenue accelerates, the revenue growth rate of the Palantir conglomerate will accelerate, and there's a solid chance we see ~30% revenue growth in the years ahead, up from 20% today.Valuation ExerciseWith the review of Palantir's growth as our platform, let's conduct a brief valuation exercise for the business. Without having done such an exercise since about Q3 2023, my inkling is that Palantir is not very quantitatively attractive, but I will allow the data in this section to objectively determine the reality of the company's valuation. Let's begin.Starting with a few key pieces of data that will inform our valuation assumptions, we can see below that Palantir's gross margin has expanded to 84% as of today.Q4 2023 Palantir Earnings PresentationConsidering the nature of Palantir as an asset-light vendor of software, I believe this provides a solid foundation to assume a long run free cash flow margin of 35%, which aligns with such a high gross margin and is in line with Palantir's software peers.Furthermore, the business generated a 31% free cash flow margin in 2023, and this margin has expanded almost linearly since the company direct listed in 2020.YChartsFor 2024, Palantir guided to a free cash flow margin of ~$900M/$2.65B, or 34%, representing further margin expansion like that which we've seen in the above chart.Let's now turn to our key assumptions and valuation exercise.Assumptions:TTM revenue annualized [A]$2.4 billionPotential Free Cash Flow Margin [B]35%Average diluted shares outstanding [C]~2.4 billionFree cash flow per share [ D = (A * B) / C ]$.35Free cash flow per share growth rate (reasonable)20%Terminal growth rate3%Years of elevated growth10Total years to stimulate100Discount Rate (Our \"Next Best Alternative\")9.8%And here are the results:L.A. Stevens Valuation ModelAnd below, we can see Palantir's projected return profile using the assumptions above.L.A. Stevens Valuation ModelI would say that 20% annualized growth is fair or reasonable. I do not believe it's conservative, nor do I believe it's overly aggressive.With that in mind, we can see that we're not even generating 10% annualized returns, while also not factoring in a margin of safety.As a result, I do not like Palantir at these levels, and this has been reflected in its omission from the Weekly Top Ideas in recent months.Very notably, I did the valuation exercise in one go: I did not manage the assumptions in any way to create a desired outcome. After exhaustively reviewing the business as of Q4 2023 and its margins, I simply inserted reasonable assumptions and the result was less than exciting returns, if we're to invest with some iota of a margin of safety, i.e., conservatism.So, again, I don't love Palantir at these levels, and, with Snowflake collapsing recently, I'd prefer to buy Snowflake (SNOW) over Palantir as of today, as something of a random aside.Concluding Thoughts: Cash Hoard And ProfitabilityAs I noted earlier, Palantir now generates GAAP profits and huge free cash flow.Q4 2023 Palantir Earnings PresentationThis has contributed to Palantir's hulking $3.7B cash hoard, alongside $0 in long term debt.Q4 2023 Palantir Earnings PresentationWhile I will not be adding to Palantir at these levels, I could not be happier with the business' execution, and I am pleased to see our thesis for the business materialize.Next stop on the journey of being pleased with the business will be the re-acceleration of its government business!","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207417628688608,"gmtCreate":1691667838306,"gmtModify":1691667845043,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207417628688608","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207109922566352,"gmtCreate":1691592951218,"gmtModify":1691592954062,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207109922566352","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293475313561872,"gmtCreate":1712668853309,"gmtModify":1712668856676,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Patience. Keeping my cool during down times.","listText":"Patience. Keeping my cool during down times.","text":"Patience. Keeping my cool during down times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293475313561872","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291960002326760,"gmtCreate":1712305307051,"gmtModify":1712305311580,"author":{"id":"4105845135523750","authorId":"4105845135523750","name":"Adewoon","avatar":"https://community-static.tradeup.com/news/a7d9b10aa6cfa6fd9f2a01957d2363d8","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;","listText":"[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;","text":"[Sad] [Sad] [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291960002326760","repostId":"2425314918","repostType":2,"repost":{"id":"2425314918","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712295000,"share":"https://www.laohu8.com/m/news/2425314918?lang=&edition=full","pubTime":"2024-04-05 13:30","market":"us","language":"en","title":"Elon Musk's Comments \"Have No Relevance to the Walt Disney Co.,\" Says CEO Iger","url":"https://stock-news.laohu8.com/highlight/detail?id=2425314918","media":"Dow Jones","summary":"“Why do I need an all-Black cast?”Peltz said of the Marvel blockbuster “Black Panther.”The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.Iger told the cable news c","content":"<html><head></head><body><p><strong><em>Recent comments by Elon Musk, CEO of Tesla and SpaceX and owner of the social-media platform X, ‘have no relevance to the Walt Disney Co.’</em></strong></p><p>— Robert Iger, Disney</p><p style=\"text-align: start;\">The day after the Walt Disney Co. vanquished an activist-investor challenge to its board, Disney’s emboldened chief executive, Bob Iger, dismissed any capacity of the actions of Elon Musk to sway shareholders.</p><p style=\"text-align: start;\">Comments from Musk, who supported billionaire Nelson Peltz in his failed bid to gain two board seats, “have no relevance to the Walt Disney Co.,” Iger said in an interview aired Thursday on CNBC.</p><p>Iger deemed the attempt to gain board sway by billionaire Peltz’s Trian Fund Management and another hedge fund, Blackwells Capital, as nothing beyond a “distraction” and said that Peltz ”didn’t have any ideas.”</p><p style=\"text-align: start;\">During a brief presentation to woo shareholders Wednesday, Peltz spoke briefly but did not outline turnaround plans for Disney.</p><p>Disney, whose stock has rebounded in recent months, was already focused on making the Disney+ streaming platform profitable, reviving its movie business, and cementing the company’s succession plan.</p><p style=\"text-align: start;\">Iger’s contract runs through 2026.</p><p style=\"text-align: start;\">Dana Walden, co-chair of Disney Entertainment, the business segment in charge of movies and TV shows, is a contender to succeed Iger, according to published reports. If picked, Walden would be Disney’s first woman CEO.</p><p style=\"text-align: start;\">Meanwhile, Peltz, who has eviscerated Disney’s lackluster stock-market performance in recent years, blasted the Magic Kingdom for promoting “woke” themes.</p><p style=\"text-align: start;\">In an interview with the Financial Times, Peltz said: “Why do I have to have a Marvel that’s all women? Not that I have anything against women, but why do I have to do that? Why can’t I have Marvels that are both?”</p><p style=\"text-align: start;\">“Why do I need an all-Black cast?” Peltz said of the Marvel blockbuster “Black Panther.”</p><p style=\"text-align: start;\">The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.</p><p style=\"text-align: start;\">Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.</p><p style=\"text-align: start;\">Iger told the cable news channel CNBC that Disney intends to crack down on password sharing in June, starting with a few countries, before a wider rollout in September.</p></body></html>","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>Elon Musk's Comments \"Have No Relevance to the Walt Disney Co.,\" Says CEO Iger</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; 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}\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\">\nElon Musk's Comments \"Have No Relevance to the Walt Disney Co.,\" Says CEO Iger\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-05 13:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>Recent comments by Elon Musk, CEO of Tesla and SpaceX and owner of the social-media platform X, ‘have no relevance to the Walt Disney Co.’</em></strong></p><p>— Robert Iger, Disney</p><p style=\"text-align: start;\">The day after the Walt Disney Co. vanquished an activist-investor challenge to its board, Disney’s emboldened chief executive, Bob Iger, dismissed any capacity of the actions of Elon Musk to sway shareholders.</p><p style=\"text-align: start;\">Comments from Musk, who supported billionaire Nelson Peltz in his failed bid to gain two board seats, “have no relevance to the Walt Disney Co.,” Iger said in an interview aired Thursday on CNBC.</p><p>Iger deemed the attempt to gain board sway by billionaire Peltz’s Trian Fund Management and another hedge fund, Blackwells Capital, as nothing beyond a “distraction” and said that Peltz ”didn’t have any ideas.”</p><p style=\"text-align: start;\">During a brief presentation to woo shareholders Wednesday, Peltz spoke briefly but did not outline turnaround plans for Disney.</p><p>Disney, whose stock has rebounded in recent months, was already focused on making the Disney+ streaming platform profitable, reviving its movie business, and cementing the company’s succession plan.</p><p style=\"text-align: start;\">Iger’s contract runs through 2026.</p><p style=\"text-align: start;\">Dana Walden, co-chair of Disney Entertainment, the business segment in charge of movies and TV shows, is a contender to succeed Iger, according to published reports. If picked, Walden would be Disney’s first woman CEO.</p><p style=\"text-align: start;\">Meanwhile, Peltz, who has eviscerated Disney’s lackluster stock-market performance in recent years, blasted the Magic Kingdom for promoting “woke” themes.</p><p style=\"text-align: start;\">In an interview with the Financial Times, Peltz said: “Why do I have to have a Marvel that’s all women? Not that I have anything against women, but why do I have to do that? Why can’t I have Marvels that are both?”</p><p style=\"text-align: start;\">“Why do I need an all-Black cast?” Peltz said of the Marvel blockbuster “Black Panther.”</p><p style=\"text-align: start;\">The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.</p><p style=\"text-align: start;\">Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.</p><p style=\"text-align: start;\">Iger told the cable news channel CNBC that Disney intends to crack down on password sharing in June, starting with a few countries, before a wider rollout in September.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","DIS":"迪士尼","BK4108":"电影和娱乐","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4524":"宅经济概念","SG9999015978.USD":"利安颠覆性创新基金A","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4551":"寇图资本持仓","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","BK4561":"索罗斯持仓","BK4581":"高盛持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425314918","content_text":"Recent comments by Elon Musk, CEO of Tesla and SpaceX and owner of the social-media platform X, ‘have no relevance to the Walt Disney Co.’— Robert Iger, DisneyThe day after the Walt Disney Co. vanquished an activist-investor challenge to its board, Disney’s emboldened chief executive, Bob Iger, dismissed any capacity of the actions of Elon Musk to sway shareholders.Comments from Musk, who supported billionaire Nelson Peltz in his failed bid to gain two board seats, “have no relevance to the Walt Disney Co.,” Iger said in an interview aired Thursday on CNBC.Iger deemed the attempt to gain board sway by billionaire Peltz’s Trian Fund Management and another hedge fund, Blackwells Capital, as nothing beyond a “distraction” and said that Peltz ”didn’t have any ideas.”During a brief presentation to woo shareholders Wednesday, Peltz spoke briefly but did not outline turnaround plans for Disney.Disney, whose stock has rebounded in recent months, was already focused on making the Disney+ streaming platform profitable, reviving its movie business, and cementing the company’s succession plan.Iger’s contract runs through 2026.Dana Walden, co-chair of Disney Entertainment, the business segment in charge of movies and TV shows, is a contender to succeed Iger, according to published reports. If picked, Walden would be Disney’s first woman CEO.Meanwhile, Peltz, who has eviscerated Disney’s lackluster stock-market performance in recent years, blasted the Magic Kingdom for promoting “woke” themes.In an interview with the Financial Times, Peltz said: “Why do I have to have a Marvel that’s all women? Not that I have anything against women, but why do I have to do that? Why can’t I have Marvels that are both?”“Why do I need an all-Black cast?” Peltz said of the Marvel blockbuster “Black Panther.”The pressure campaign of Trian, which owns more than $3.5 billion in Disney stock and spent $30 million to sway fellow shareholders, has had tangible effects on Disney’s current strategy, according to Wall Street analysts.Indeed, Iger acknowledged that Disney+ needs to increase user engagement, reduce marketing costs, “program more smartly” outside the U.S. and limit password sharing.Iger told the cable news channel CNBC that Disney intends to crack down on password sharing in June, starting with a few countries, before a wider rollout in September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}