Markchiow personal page - To The Moon

Markchiow

Markchiow

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15:44

$Tilray Inc.(TLRY)$

15:41

$CSOP S-REITs INDEX ETF(SRT.SI)$ [LOL] [LOL] [LOL] [LOL]

01-21 22:13

When weekends is much of crowds go in to Malaysia there shouldn't be a goods idea to join the party since you don't really enjoy the foods and shopping which share with much of the people you need much patience to wait for it

01-17

Since markets turn bull and tiger broker will be in better position and profit from the market condition for what they will get from the future 😘😘😘😘

2022-08-12

$Tilray Inc.(TLRY)$Go to 🌙moon now

2022-08-10

Retail investors will smart as before as and also may done make-some research before go in to invest also 🤭🤭🤭🤭🤭

Retail Traders Push Meme Strategies Into Stock Options, Worrying Pros

2022-08-09

$Alibaba(BABA)$buy some thing during 8/8 national days eve

2022-08-06

$PayPal(PYPL)$……

2022-08-06

$AMC Entertainment(AMC)$View on AMC Entertainment(AMC)BullishBearish

2022-08-05

🥹🥹🥹🥹🎂SG...🎂🎂👌👌👌🎂🎂🎂🎂😍😍😍

@TigerEvents:[Celebrate Singapore with Tiger ] Take Photos & Win Tiger Gifts

2022-08-03

$PayPal(PYPL)$Up up up after market close

2022-08-02

$AMC Entertainment(AMC)$……

2022-07-21

$Twitter(TWTR)$up

2022-06-27

$KEPPEL CORPORATION LIMITED(BN4.SI)$$6.57 😯😯😯😯

2022-06-25

Apple 🍏

@LouisLowell:Should You Buy Apple Stock? Two Key Issues to Consider

2022-06-09

BAC $35.87

2022-06-08

Sell lucid take profit and buy BAC

2022-06-08

$Bank of America(BAC)$35.98

2022-06-08

$Lucid Group Inc(LCID)$18.98

2022-06-04

$AEM HOLDINGS LTD(AWX.SI)$$4.56

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$</a> [LOL]&nbsp; [LOL]&nbsp; [LOL]&nbsp; [LOL]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$</a> [LOL]&nbsp; [LOL]&nbsp; [LOL]&nbsp; [LOL]&nbsp;&nbsp;","text":"$CSOP S-REITs INDEX ETF(SRT.SI)$ [LOL] [LOL] [LOL] [LOL]","images":[{"img":"https://community-static.tradeup.com/news/09671005cecf14ce2aef96eeb4173f54","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395998337458384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395093894533648,"gmtCreate":1737468820689,"gmtModify":1737476067249,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"When weekends is much of crowds go in to Malaysia there shouldn't be a goods idea to join the party since you don't really enjoy the foods and shopping which share with much of the people you need much patience to wait &nbsp;for it","listText":"When weekends is much of crowds go in to Malaysia there shouldn't be a goods idea to join the party since you don't really enjoy the foods and shopping which share with much of the people you need much patience to wait &nbsp;for it","text":"When weekends is much of crowds go in to Malaysia there shouldn't be a goods idea to join the party since you don't really enjoy the foods and shopping which share with much of the people you need much patience to wait for it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395093894533648","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393584996204928,"gmtCreate":1737127307309,"gmtModify":1737127311365,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Since markets turn bull and tiger broker will be in better position and profit from the market condition for&nbsp;what they will get from the future 😘😘😘😘","listText":"Since markets turn bull and tiger broker will be in better position and profit from the market condition for&nbsp;what they will get from the future 😘😘😘😘","text":"Since markets turn bull and tiger broker will be in better position and profit from the market condition for what they will get from the future 😘😘😘😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393584996204928","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990176808,"gmtCreate":1660316404906,"gmtModify":1676533450018,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TLRY\">$Tilray Inc.(TLRY)$</a>Go to 🌙moon now&nbsp;","listText":"<a href=\"https://ttm.financial/S/TLRY\">$Tilray Inc.(TLRY)$</a>Go to 🌙moon now&nbsp;","text":"$Tilray Inc.(TLRY)$Go to 🌙moon now","images":[{"img":"https://community-static.tradeup.com/news/5c791fa5fe04f23b6b41388557b23e83","width":"1284","height":"1863"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990176808","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9907070230,"gmtCreate":1660115775625,"gmtModify":1703478097099,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Retail investors will smart as before as&nbsp;and also may done&nbsp;make-some research before go in to invest also 🤭🤭🤭🤭🤭","listText":"Retail investors will smart as before as&nbsp;and also may done&nbsp;make-some research before go in to invest also 🤭🤭🤭🤭🤭","text":"Retail investors will smart as before as and also may done make-some research before go in to invest also 🤭🤭🤭🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907070230","repostId":"1193953326","repostType":4,"repost":{"id":"1193953326","kind":"news","pubTimestamp":1660118362,"share":"https://ttm.financial/m/news/1193953326?lang=&edition=fundamental","pubTime":"2022-08-10 15:59","market":"us","language":"en","title":"Retail Traders Push Meme Strategies Into Stock Options, Worrying Pros","url":"https://stock-news.laohu8.com/highlight/detail?id=1193953326","media":"Bloomberg","summary":"August has seen a surge in call buying by retail investorsJump in options trading typically followed","content":"<html><head></head><body><ul><li>August has seen a surge in call buying by retail investors</li><li>Jump in options trading typically followed by stock declines</li></ul><p>Retail traders are splashing around in the options market again, in what has historically been a bad omen for stocks.</p><p>Day traders who have drivenoutsize gains in the likes of Bed Bath &amp; Beyond Inc. and AMC Entertainment Holdings Inc. in recent weeks have also been piling into calls -- bullish bets that can amplify returns on individual stocks.</p><p>For professional traders, the uptick in call buying by the retail set is yet another warning that the surge in stocks since late June might not last. Since 2006, there have been six jumps in speculation by small options traders during period of limited stock rallies, followed by declines over the next three and six months every time but one, according to the latest research from SentimenTrader.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2cab41886a40db676b433e84c62ecc2\" tg-width=\"800\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Occasions when small trader net call buying jumps amid small gains in the S&amp;P 500Source: SentimenTrader</span></p><p>The risks were on display Tuesday, as warnings from chip makers that profits and sales will slow later in the year sent the Nasdaq 100 down 1.2%. Meme darlings like Bed Bath &amp; Beyond got caught in the downdraft, with its shares falling 14% after more than doubling in the previous eight days.</p><p>“We’re seeing outsize moves in low-quality companies, which is typically a warning sign,” said Tom Hearden, senior trader at Skylands Capital.</p><p>Still, loading up on call options in general has been a winning proposition this earnings season. Traders who bought single-stock calls five days ahead of an earnings release this reporting season have reaped a 38% average return on premium -- the amount paid to receive a call option -- data compiled by Goldman Sachs Group Inc. show.</p><p>“If we look at modest weekly rallies in the S&amp;P 500, a gain of less than 1%, then last week marked one of the largest jumps in net speculative volume in 22 years,” Jason Goepfert, chief research officer at Sundial Capital Research said in a note. He warned that the next few weeks will be a true test for traders’ optimism.</p><p>Hedge funds are already skeptical that the rally can last, loading up on puts that protect against further declines. The latest surprisingly strong jobs report indicates the Federal Reserve is unlikely to make a pivot from hiking interest rates anytime soon.</p><p>“With the S&amp;P now down just ~12% from its peak and trading at 18x forward earnings, equity markets are probably underpricing recession risk,” Emily Roland, JH Investment Management Co-Chief Investment Strategist, wrote in a report.</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>Retail Traders Push Meme Strategies Into Stock Options, Worrying Pros</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\">\nRetail Traders Push Meme Strategies Into Stock Options, Worrying Pros\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 15:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-09/retail-traders-push-meme-strategies-into-options-worrying-pros><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August has seen a surge in call buying by retail investorsJump in options trading typically followed by stock declinesRetail traders are splashing around in the options market again, in what has ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-09/retail-traders-push-meme-strategies-into-options-worrying-pros\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","BBBY":"3B家居","GME":"游戏驿站",".SPX":"S&P 500 Index","AMC":"AMC院线",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-09/retail-traders-push-meme-strategies-into-options-worrying-pros","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193953326","content_text":"August has seen a surge in call buying by retail investorsJump in options trading typically followed by stock declinesRetail traders are splashing around in the options market again, in what has historically been a bad omen for stocks.Day traders who have drivenoutsize gains in the likes of Bed Bath & Beyond Inc. and AMC Entertainment Holdings Inc. in recent weeks have also been piling into calls -- bullish bets that can amplify returns on individual stocks.For professional traders, the uptick in call buying by the retail set is yet another warning that the surge in stocks since late June might not last. Since 2006, there have been six jumps in speculation by small options traders during period of limited stock rallies, followed by declines over the next three and six months every time but one, according to the latest research from SentimenTrader.Occasions when small trader net call buying jumps amid small gains in the S&P 500Source: SentimenTraderThe risks were on display Tuesday, as warnings from chip makers that profits and sales will slow later in the year sent the Nasdaq 100 down 1.2%. Meme darlings like Bed Bath & Beyond got caught in the downdraft, with its shares falling 14% after more than doubling in the previous eight days.“We’re seeing outsize moves in low-quality companies, which is typically a warning sign,” said Tom Hearden, senior trader at Skylands Capital.Still, loading up on call options in general has been a winning proposition this earnings season. Traders who bought single-stock calls five days ahead of an earnings release this reporting season have reaped a 38% average return on premium -- the amount paid to receive a call option -- data compiled by Goldman Sachs Group Inc. show.“If we look at modest weekly rallies in the S&P 500, a gain of less than 1%, then last week marked one of the largest jumps in net speculative volume in 22 years,” Jason Goepfert, chief research officer at Sundial Capital Research said in a note. He warned that the next few weeks will be a true test for traders’ optimism.Hedge funds are already skeptical that the rally can last, loading up on puts that protect against further declines. The latest surprisingly strong jobs report indicates the Federal Reserve is unlikely to make a pivot from hiking interest rates anytime soon.“With the S&P now down just ~12% from its peak and trading at 18x forward earnings, equity markets are probably underpricing recession risk,” Emily Roland, JH Investment Management Co-Chief Investment Strategist, wrote in a report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904686482,"gmtCreate":1660034869850,"gmtModify":1703477208070,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>buy some thing during 8/8 national days eve&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a><v-v data-views=\"1\"></v-v>buy some thing during 8/8 national days eve&nbsp;","text":"$Alibaba(BABA)$buy some thing during 8/8 national days eve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904686482","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902537283,"gmtCreate":1659732539846,"gmtModify":1704185430131,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a><v-v data-views=\"1\"></v-v>……","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a><v-v data-views=\"1\"></v-v>……","text":"$PayPal(PYPL)$……","images":[{"img":"https://community-static.tradeup.com/news/e14c3fdc8ee9d5f04952c5e9874c2910","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9902537283","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902537612,"gmtCreate":1659732463440,"gmtModify":1704184760622,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>View on AMC Entertainment(AMC)BullishBearish","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>View on AMC Entertainment(AMC)BullishBearish","text":"$AMC Entertainment(AMC)$View on AMC Entertainment(AMC)BullishBearish","images":[{"img":"https://community-static.tradeup.com/news/b1c170da722dc8d0ea44f37c5be1ffc6","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902537612","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902951147,"gmtCreate":1659638419392,"gmtModify":1705459497461,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"🥹🥹🥹🥹🎂SG...🎂🎂👌👌👌🎂🎂🎂🎂😍😍😍","listText":"🥹🥹🥹🥹🎂SG...🎂🎂👌👌👌🎂🎂🎂🎂😍😍😍","text":"🥹🥹🥹🥹🎂SG...🎂🎂👌👌👌🎂🎂🎂🎂😍😍😍","images":[{"img":"https://community-static.tradeup.com/news/af4b734ddf81259ad14fd9b239a3812c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902951147","repostId":"9903175501","repostType":1,"repost":{"id":9903175501,"gmtCreate":1658994348721,"gmtModify":1676536241038,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Celebrate Singapore with Tiger ] Take Photos & Win Tiger Gifts","htmlText":"Hi Tigers:Singapore's 57th birthday is approaching! How will you be celebrating National Day?Singapore's National Day is a federal holiday that is observed in Singapore on the 9th of August every year. The day is set aside to commemorate Singapore’s independence in 1965. On this special day, people all over Singapore gather for celebratory activities such as community parties as well as to watch the National Day Parade, with the highlight often being the fireworks show at the end.We invite you to take pictures of iconic locations in Singapore and post them in the Tiger community. After you post the location, we will light it up on our map of Singapore. Together, let's make Singapore shine brighter！How to participate 1. Take a photo of an iconic location in Singapore 2. Upload it in the com","listText":"Hi Tigers:Singapore's 57th birthday is approaching! How will you be celebrating National Day?Singapore's National Day is a federal holiday that is observed in Singapore on the 9th of August every year. The day is set aside to commemorate Singapore’s independence in 1965. On this special day, people all over Singapore gather for celebratory activities such as community parties as well as to watch the National Day Parade, with the highlight often being the fireworks show at the end.We invite you to take pictures of iconic locations in Singapore and post them in the Tiger community. After you post the location, we will light it up on our map of Singapore. Together, let's make Singapore shine brighter！How to participate 1. Take a photo of an iconic location in Singapore 2. Upload it in the com","text":"Hi Tigers:Singapore's 57th birthday is approaching! How will you be celebrating National Day?Singapore's National Day is a federal holiday that is observed in Singapore on the 9th of August every year. The day is set aside to commemorate Singapore’s independence in 1965. On this special day, people all over Singapore gather for celebratory activities such as community parties as well as to watch the National Day Parade, with the highlight often being the fireworks show at the end.We invite you to take pictures of iconic locations in Singapore and post them in the Tiger community. After you post the location, we will light it up on our map of Singapore. Together, let's make Singapore shine brighter！How to participate 1. Take a photo of an iconic location in Singapore 2. Upload it in the com","images":[{"img":"https://community-static.tradeup.com/news/e5707377d12622b8295e34ad1d631693","width":"1080","height":"648"},{"img":"https://community-static.tradeup.com/news/9a468fe3ae4b7f261586f4bb566b71be","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/d659ae79844789260aa87cd59646b0d6","width":"900","height":"1200"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903175501","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906058093,"gmtCreate":1659472125415,"gmtModify":1705980573079,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>Up up up after market close","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a>Up up up after market close","text":"$PayPal(PYPL)$Up up up after market close","images":[{"img":"https://community-static.tradeup.com/news/7a61342fd8c1d9bb1017a2f9b4df4f46","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906058093","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9908686771,"gmtCreate":1659386778393,"gmtModify":1705979658527,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"1\"></v-v>……","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a><v-v data-views=\"1\"></v-v>……","text":"$AMC Entertainment(AMC)$……","images":[{"img":"https://community-static.tradeup.com/news/6d837c7f0be3357f23a0dc5f635201bd","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908686771","isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9074751802,"gmtCreate":1658415233307,"gmtModify":1676536155352,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a><v-v data-views=\"1\"></v-v>up&nbsp;","listText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a><v-v data-views=\"1\"></v-v>up&nbsp;","text":"$Twitter(TWTR)$up","images":[{"img":"https://community-static.tradeup.com/news/38824f81ab2ab8fb46840cda179a11b3","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074751802","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046816328,"gmtCreate":1656327205464,"gmtModify":1676535806559,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$</a>$6.57 😯😯😯😯","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$</a>$6.57 😯😯😯😯","text":"$KEPPEL CORPORATION LIMITED(BN4.SI)$$6.57 😯😯😯😯","images":[{"img":"https://community-static.tradeup.com/news/28616d8a363dcbf2b9589271fb8409b8","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046816328","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048109085,"gmtCreate":1656152331847,"gmtModify":1676535777370,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Apple&nbsp;🍏&nbsp;","listText":"Apple&nbsp;🍏&nbsp;","text":"Apple 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Two Key Issues to Consider","htmlText":"WithApple(AAPL) stock at 2022 lows, Apple Store workers in Maryland voted to unionize. With 65,000 workers at Apple Stores, is the prospect of increasing operating costs going to kneecap AAPL stock growth? For every setback, Apple has a future hit in the pipeline, so the prospect of retail unionization shouldn’t scare investors from buying AAPL stock. WithApple Inc.(NASDAQ:AAPL) shares at a new 2022 low last week, there was news that had investors concerned. It wasn’t another lockdown at a Chinese assembly plant, or another delayed product release. This time, it was in the company’s own back yard and something that could impact the profitability of its Apple Stores. For the first time, an Apple Store — in Towson, Maryland — hasvoted to unionize. Is this a sign of trouble ahead for AAPL sto","listText":"WithApple(AAPL) stock at 2022 lows, Apple Store workers in Maryland voted to unionize. With 65,000 workers at Apple Stores, is the prospect of increasing operating costs going to kneecap AAPL stock growth? For every setback, Apple has a future hit in the pipeline, so the prospect of retail unionization shouldn’t scare investors from buying AAPL stock. WithApple Inc.(NASDAQ:AAPL) shares at a new 2022 low last week, there was news that had investors concerned. It wasn’t another lockdown at a Chinese assembly plant, or another delayed product release. This time, it was in the company’s own back yard and something that could impact the profitability of its Apple Stores. For the first time, an Apple Store — in Towson, Maryland — hasvoted to unionize. Is this a sign of trouble ahead for AAPL sto","text":"WithApple(AAPL) stock at 2022 lows, Apple Store workers in Maryland voted to unionize. With 65,000 workers at Apple Stores, is the prospect of increasing operating costs going to kneecap AAPL stock growth? For every setback, Apple has a future hit in the pipeline, so the prospect of retail unionization shouldn’t scare investors from buying AAPL stock. WithApple Inc.(NASDAQ:AAPL) shares at a new 2022 low last week, there was news that had investors concerned. It wasn’t another lockdown at a Chinese assembly plant, or another delayed product release. This time, it was in the company’s own back yard and something that could impact the profitability of its Apple Stores. For the first time, an Apple Store — in Towson, Maryland — hasvoted to unionize. Is this a sign of trouble ahead for AAPL sto","images":[{"img":"https://community-static.tradeup.com/news/67cdd766b9a3d2c34405baf3c0db4064","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041263193","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051504939,"gmtCreate":1654717692021,"gmtModify":1676535496144,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"BAC $35.87","listText":"BAC 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Inc(LCID)$18.98","images":[{"img":"https://community-static.tradeup.com/news/8613379a8b5506a6db1b2cdde938138b","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051697527","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575913586493643","authorId":"3575913586493643","name":"Audimilla","avatar":"https://community-static.tradeup.com/news/64613092a9b56b144c5db27b8481bb88","crmLevel":1,"crmLevelSwitch":1,"idStr":"3575913586493643","authorIdStr":"3575913586493643"},"content":"18.99 😅","text":"18.99 😅","html":"18.99 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data-views=\"1\"></v-v>……","text":"$PayPal(PYPL)$……","images":[{"img":"https://community-static.tradeup.com/news/e14c3fdc8ee9d5f04952c5e9874c2910","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9902537283","isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380523263,"gmtCreate":1612560014852,"gmtModify":1704872885853,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>can be see going strong in the coming week since before the result coming soon","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>can be see going strong in the coming week since before the result coming soon","text":"$BlackBerry(BB)$can be see going strong in the coming week since before the result coming soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/380523263","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051697527,"gmtCreate":1654677969169,"gmtModify":1676535490780,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a>18.98","listText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$</a>18.98","text":"$Lucid Group Inc(LCID)$18.98","images":[{"img":"https://community-static.tradeup.com/news/8613379a8b5506a6db1b2cdde938138b","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051697527","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575913586493643","authorId":"3575913586493643","name":"Audimilla","avatar":"https://community-static.tradeup.com/news/64613092a9b56b144c5db27b8481bb88","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3575913586493643","idStr":"3575913586493643"},"content":"18.99 😅","text":"18.99 😅","html":"18.99 😅"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":395093894533648,"gmtCreate":1737468820689,"gmtModify":1737476067249,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"When weekends is much of crowds go in to Malaysia there shouldn't be a goods idea to join the party since you don't really enjoy the foods and shopping which share with much of the people you need much patience to wait &nbsp;for it","listText":"When weekends is much of crowds go in to Malaysia there shouldn't be a goods idea to join the party since you don't really enjoy the foods and shopping which share with much of the people you need much patience to wait &nbsp;for it","text":"When weekends is much of crowds go in to Malaysia there shouldn't be a goods idea to join the party since you don't really enjoy the foods and shopping which share with much of the people you need much patience to wait for it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395093894533648","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000061249,"gmtCreate":1639579690882,"gmtModify":1676533491073,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","text":"$Grab Holdings(GRAB)$[Cool] [Cool] [Cool]","images":[{"img":"https://static.itradeup.com/news/47fe076f171bd57499a7272a4b1456fc","width":"1125","height":"3473"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9000061249","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368575454,"gmtCreate":1614343190478,"gmtModify":1704770933280,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>$16.10","listText":"<a 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real profit","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>paper gain but no real profit","text":"$BlackBerry(BB)$paper gain but no real profit","images":[{"img":"https://static.tigerbbs.com/5d59aceeaba5ab3401f3c7ec954e64f1","width":"1125","height":"1332"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380403943","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086823313,"gmtCreate":1650436385520,"gmtModify":1676534724063,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>Sell mornings @$12.05 will up some more ...???","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>Sell mornings @$12.05 will up some more ...???","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$Sell mornings @$12.05 will up some more ...???","images":[{"img":"https://community-static.tradeup.com/news/d270ef0e7e7763c93cbe77ca79e99830","width":"1125","height":"3054"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086823313","isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":341808687,"gmtCreate":1617799815549,"gmtModify":1704703275388,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy n hold.....?","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy n hold.....?","text":"$BlackBerry(BB)$Buy n hold.....?","images":[{"img":"https://static.tigerbbs.com/9a07f965f72a1720a8e265a21fe7b145","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/341808687","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383827827,"gmtCreate":1612866285769,"gmtModify":1704875129064,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time&nbsp;","listText":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time&nbsp;","text":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/383827827","repostId":"1114166601","repostType":4,"repost":{"id":"1114166601","kind":"news","pubTimestamp":1612866163,"share":"https://ttm.financial/m/news/1114166601?lang=&edition=fundamental","pubTime":"2021-02-09 18:22","market":"us","language":"en","title":"The 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114166601","media":"Barrons","summary":"After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first t","content":"<p>After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will hurt the stock market.</p><p>The central concern is that&nbsp;once Treasury yields climb high enough&nbsp;investors will want to buy safe bonds instead of stocks or high-yield debt. But it isn’t clear when that will occur, and the 30-year bond carries&nbsp;extra risk of losses as yields keep rising. When it comes to the 10-year note, a more popular benchmark<b>,</b>Wall Street consensus is hard to find:&nbsp;Strategists’ forecasts say 10-year Treasury yields may need to rise only to 1.75%, or as high as 5%, to make them more attractive than those riskier alternatives.</p><p>Yields on long-term Treasuries have been rising steadily since late August, and more quickly since Nov. 9, whenPfizerand BioNTech announced an effective Covid-19 vaccine. The 30-year yield was hovering near 2% Monday after breaching that level in morning trading—up from 1.6% before the vaccine. The benchmark 10-year yield has climbed as well, rising to 1.2% Monday from 0.8% before the vaccine.</p><p>Long-term yields had retreated from their morning highs by Monday afternoon amid concerns about Covid-19 vaccine distribution and the pace of global economic reopening, with the 10-year yield off one basis points (hundredth of a percentage point) and the 30-year yield down three basis points.</p><p>But the expectation remains for yields to keep climbing over coming weeks and months. And a key question is how high yields need to be to dent stock-market returns. Several Wall Street strategists have tackled that puzzle in recent notes.</p><p>Almost 70% of S&amp;P 500 companies pay a higher yield than the 10-year note, wrote a team led by equity strategist Savita Subramanianin a recent note. That proportion would fall to 40% if companies keep their payouts at current levels and the Treasury yield rises to 1.75% by the end of this year, they found.</p><p>That could start undermining the attractiveness of stocks as an income play; today the overall dividend yield on the S&amp;P 500 is 1.5%, higher than the 10-year Treasury payout. That has helped offset concerns about valuations that are higher than historical averages.</p><p>Yet the picture looks far better for stocks from a total-return perspective. The implied long-term return of the S&amp;P 500 is around 3%, the bank’s equity strategists wrote.</p><p>Wall Street strategists don’t expect the 10-year note to be able to challenge that return soon. In a January outlook piece,Bank of America’sinterest-rate strategists predicted that 3% will be the benchmark yield’s peak during this expansion, implying yields won’t reach those levels until the Fed starts raising interest rates. And according to some of the bank’s valuation models, all else equal, stocks will look cheap compared to Treasuries until yields rise to 5%.</p><p>More important, a 3% return from the S&amp;P 500 will still outpace akey market gauge of inflation expectations over the next decade. That indicator, called the break-even inflation rate, has been driven higher by improving growth expectations as the U.S. recovers from the Covid-19 crisis. On Monday it hit 2.2%, the highest level since 2014.</p><p>The 10-year Treasury yield, in contrast, remains below market inflation forecasts over that period, and is expected to stay that way through the end of this year at least. Even higher inflation-adjusted yields may not hurt stocks, wrote Credit Suisse strategist Jonathan Golub in a Feb. 8 note, as the boost stocks get from stronger economic growth should outweigh the bond market’s relative improvement in yield.</p><p>In another positive for stocks, rising yields aren’t negatively affecting large-cap U.S. companies’ balance sheets. The effective yield on the ICE BofA Corporate Index, a gauge of current borrowing costs for high-rated companies, remains at just 1.9% for a maturity of nearly 12 years. And last year’s record-setting flood of fixed-rate borrowing means that companies won’t need to refinance their debt for years.</p><p>There is one way that rising rates are negatively affecting at least some stocks:&nbsp; Investors are less willing to wait for profit growth,Goldman Sachsstrategists wrote in a Feb. 7 note. Stocks that are sensitive to economic growth and “value” stocks that underperformed during the pandemic have outperformed since the 10-year yield climbed above 1%, they found, because investors are discounting future cash flows at a higher rate. The Russell 2000 Value ETF (IWN) has climbed 14% so far this year.</p><p>Goldman strategists wrote that a quick jump in Treasury yields would be dangerous for the stock market as a whole. But the bank estimated that real damage would require yields to rise 36 basis points in the span of a month. That looks unlikely, considering the fact that it took yields about three months to climb that far during the latest attention-grabbing move higher.</p><p>Of course, the rise in yields will likely require some changes in the way that money managers who allocate cash across different markets make their decisions, strategists and investors say. Hedge fund D.E. Shaw recently found that long-term bonds should serve as a betterhedge against declines in the stock marketas yields rise.</p><p>So bonds will likely become marginally more attractive in coming months. But it isn’t clear that such a shift will be enough to undermine stocks, especially as long-term bond returns are most at risk from rising yields. So while Treasuries could provide a better alternative to stocks some day, that process could take longer than investors might think.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?</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\">\nThe 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 18:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114166601","content_text":"After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will hurt the stock market.The central concern is that once Treasury yields climb high enough investors will want to buy safe bonds instead of stocks or high-yield debt. But it isn’t clear when that will occur, and the 30-year bond carries extra risk of losses as yields keep rising. When it comes to the 10-year note, a more popular benchmark,Wall Street consensus is hard to find: Strategists’ forecasts say 10-year Treasury yields may need to rise only to 1.75%, or as high as 5%, to make them more attractive than those riskier alternatives.Yields on long-term Treasuries have been rising steadily since late August, and more quickly since Nov. 9, whenPfizerand BioNTech announced an effective Covid-19 vaccine. The 30-year yield was hovering near 2% Monday after breaching that level in morning trading—up from 1.6% before the vaccine. The benchmark 10-year yield has climbed as well, rising to 1.2% Monday from 0.8% before the vaccine.Long-term yields had retreated from their morning highs by Monday afternoon amid concerns about Covid-19 vaccine distribution and the pace of global economic reopening, with the 10-year yield off one basis points (hundredth of a percentage point) and the 30-year yield down three basis points.But the expectation remains for yields to keep climbing over coming weeks and months. And a key question is how high yields need to be to dent stock-market returns. Several Wall Street strategists have tackled that puzzle in recent notes.Almost 70% of S&P 500 companies pay a higher yield than the 10-year note, wrote a team led by equity strategist Savita Subramanianin a recent note. That proportion would fall to 40% if companies keep their payouts at current levels and the Treasury yield rises to 1.75% by the end of this year, they found.That could start undermining the attractiveness of stocks as an income play; today the overall dividend yield on the S&P 500 is 1.5%, higher than the 10-year Treasury payout. That has helped offset concerns about valuations that are higher than historical averages.Yet the picture looks far better for stocks from a total-return perspective. The implied long-term return of the S&P 500 is around 3%, the bank’s equity strategists wrote.Wall Street strategists don’t expect the 10-year note to be able to challenge that return soon. In a January outlook piece,Bank of America’sinterest-rate strategists predicted that 3% will be the benchmark yield’s peak during this expansion, implying yields won’t reach those levels until the Fed starts raising interest rates. And according to some of the bank’s valuation models, all else equal, stocks will look cheap compared to Treasuries until yields rise to 5%.More important, a 3% return from the S&P 500 will still outpace akey market gauge of inflation expectations over the next decade. That indicator, called the break-even inflation rate, has been driven higher by improving growth expectations as the U.S. recovers from the Covid-19 crisis. On Monday it hit 2.2%, the highest level since 2014.The 10-year Treasury yield, in contrast, remains below market inflation forecasts over that period, and is expected to stay that way through the end of this year at least. Even higher inflation-adjusted yields may not hurt stocks, wrote Credit Suisse strategist Jonathan Golub in a Feb. 8 note, as the boost stocks get from stronger economic growth should outweigh the bond market’s relative improvement in yield.In another positive for stocks, rising yields aren’t negatively affecting large-cap U.S. companies’ balance sheets. The effective yield on the ICE BofA Corporate Index, a gauge of current borrowing costs for high-rated companies, remains at just 1.9% for a maturity of nearly 12 years. And last year’s record-setting flood of fixed-rate borrowing means that companies won’t need to refinance their debt for years.There is one way that rising rates are negatively affecting at least some stocks:  Investors are less willing to wait for profit growth,Goldman Sachsstrategists wrote in a Feb. 7 note. Stocks that are sensitive to economic growth and “value” stocks that underperformed during the pandemic have outperformed since the 10-year yield climbed above 1%, they found, because investors are discounting future cash flows at a higher rate. The Russell 2000 Value ETF (IWN) has climbed 14% so far this year.Goldman strategists wrote that a quick jump in Treasury yields would be dangerous for the stock market as a whole. But the bank estimated that real damage would require yields to rise 36 basis points in the span of a month. That looks unlikely, considering the fact that it took yields about three months to climb that far during the latest attention-grabbing move higher.Of course, the rise in yields will likely require some changes in the way that money managers who allocate cash across different markets make their decisions, strategists and investors say. Hedge fund D.E. Shaw recently found that long-term bonds should serve as a betterhedge against declines in the stock marketas yields rise.So bonds will likely become marginally more attractive in coming months. But it isn’t clear that such a shift will be enough to undermine stocks, especially as long-term bond returns are most at risk from rising yields. So while Treasuries could provide a better alternative to stocks some day, that process could take longer than investors might think.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306978973,"gmtCreate":1604266840692,"gmtModify":1704955312710,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"New month new hope","listText":"New month new hope","text":"New month new hope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/306978973","repostId":"2079224796","repostType":4,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902537612,"gmtCreate":1659732463440,"gmtModify":1704184760622,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>View on AMC Entertainment(AMC)BullishBearish","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>View on AMC Entertainment(AMC)BullishBearish","text":"$AMC Entertainment(AMC)$View on AMC Entertainment(AMC)BullishBearish","images":[{"img":"https://community-static.tradeup.com/news/b1c170da722dc8d0ea44f37c5be1ffc6","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902537612","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005982731,"gmtCreate":1642144602833,"gmtModify":1676533686242,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"When market down any thing is possible and market head to upwards even 0.10 share also go up to $10&nbsp;so is difficult to justify&nbsp;","listText":"When market down any thing is possible and market head to upwards even 0.10 share also go up to $10&nbsp;so is difficult to justify&nbsp;","text":"When market down any thing is possible and market head to upwards even 0.10 share also go up to $10 so is difficult to justify","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005982731","repostId":"1189278661","repostType":4,"repost":{"id":"1189278661","kind":"news","pubTimestamp":1642127310,"share":"https://ttm.financial/m/news/1189278661?lang=&edition=fundamental","pubTime":"2022-01-14 10:28","market":"us","language":"en","title":"Palantir: A Defense Of My $5 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1189278661","media":"Seeking Alpha","summary":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided in","content":"<html><head></head><body><p>Summary</p><ul><li>I respond to reader feedback on my most recent Palantir article.</li><li>Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.</li><li>I stand by my assertion that Palantir is highly overvalued.</li></ul><p>My previous article on the big-data company <b>Palantir (PLTR)</b>created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company&#39;s stock is difficult, if not impossible, to justify based on the company&#39;s financials.</p><p><b>My $5 Price Target For Palantir</b></p><p>In my previous article, &#34;Palantir: Fair Value Of $5,&#34; I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.</p><p>My main concern was Palantir&#39;s valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir&#39;s annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir&#39;s valuation appears indefensible.</p><p>I&#39;d like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).</p><p><b>Valuation</b></p><p>Many readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.</p><p>This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don&#39;t deny that Palantir&#39;s revenue is rapidly increasing. According to the company&#39;s long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir&#39;s outlook was confirmed in the company&#39;s most recent quarterly earnings report, and the company expects 40% growth this year.</p><p>Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn&#39;t mean the company &#34;should be worth $10 billion.&#34; This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir&#39;s revenue growth rate of 30% should not be overlooked, it is not 100%.</p><p>Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir&#39;s growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.</p><p><b>IPO And Losses</b></p><p>In response to my previous article, I received a lot of feedback along the lines of &#34;Palantir is investing money, and this money will come back later in terms of free cash flow,&#34; or &#34;Palantir just had its IPO, and profits are not expected.&#34;</p><p>Both arguments, in my opinion, are flawed.</p><p>Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market&#39;s opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.</p><p>In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.</p><p>Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir&#39;s losses in 2021 are &#34;only&#34; $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.</p><p>And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company&#39;s balance sheet and is deducted from stockholders&#39; equity. It displays the total of a company&#39;s losses accumulated during its active period of operation. Palantir&#39;s accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman&#39;s terms, Palantir has depleted 70% of its investor capital. That&#39;s a frightening figure.</p><p>Concerning the statement &#34;Palantir is investing in its growth and will recoup its investment later&#34;: Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn&#39;t some of the money invested 10 or more years ago have already returned?</p><p>The magnitude of the company&#39;s accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir&#39;s capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?</p><p><b>Moat</b></p><p>Questions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company&#39;s clients include numerous government agencies. The implication here appears to be that Palantir&#39;s relationship network serves as a moat.</p><p>Palantir works with a number of cash-rich government agencies that use the company&#39;s technology platforms across the board. I don&#39;t deny that Palantir&#39;s platforms, or &#34;foundries,&#34; as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.</p><p>That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir&#39;s &#34;relationships&#34; with the government. To be honest, this would be illegal. As a result, the notion that the company&#39;s relationships aid Palantir in the construction of a moat is false.</p><p><b>Scalability</b></p><p>Some of the comments I received focused on Palantir&#39;s ability to capitalize on the big data revolution, as well as Palantir&#39;s scalability.</p><p>But where is this scalability, which is frequently mentioned as a reason to buy the stock?</p><p>Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of &#34;scale.&#34;<img src=\"https://static.tigerbbs.com/64df144337f177af7f37125517af8d56\" tg-width=\"640\" tg-height=\"143\" width=\"100%\" height=\"auto\"/>The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don&#39;t see real scalability with Palantir.</p><p><b>Risks</b></p><p>Palantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir&#39;s stock remains wildly overpriced.</p><p>High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.</p><p>Palantir&#39;s valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir&#39;s market price.</p><p><b>My Conclusion</b></p><p>I&#39;m not saying Palantir doesn&#39;t have significant annual sales growth. I&#39;m not saying Palantir&#39;s products are useless to the government. What I am saying is that Palantir&#39;s loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn&#39;t deserve this kind of sales multiple.</p><p>That&#39;s why I&#39;m sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.</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>Palantir: A Defense Of My $5 Price Target</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\">\nPalantir: A Defense Of My $5 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479466-palantir-a-defense-of-my-5-price-target","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189278661","content_text":"SummaryI respond to reader feedback on my most recent Palantir article.Reader feedback is divided into four categories: valuation, company losses, moat, and scalability.I stand by my assertion that Palantir is highly overvalued.My previous article on the big-data company Palantir (PLTR)created quite a stir. With over 700 comments and a significant amount of (negative) feedback, I believe it is appropriate to share my thoughts on some of the most important questions I have received in this article. In terms of disclosure, I do not have a short position in Palantir and do not intend to open one. I simply believe that the company's stock is difficult, if not impossible, to justify based on the company's financials.My $5 Price Target For PalantirIn my previous article, \"Palantir: Fair Value Of $5,\" I claimed that the big-data company was fundamentally and unjustifiably overvalued. My reasoning was that a company that has been in business for as long as Palantir should have much better financials in place that look significantly better than what we see in the 10Q quarterly reports.My main concern was Palantir's valuation, which requires buyers to pay a sales multiple of twenty. A P/E ratio of 20 would be considered high in normal and more sober times. Even allowing for Palantir's annual growth rate of 30%+, paying 20 times (expected) sales is still a bit of a stretch and requires a lot of faith that the sales growth will actually materialize. Even if it does, Palantir's valuation appears indefensible.I'd like to take this opportunity to address some of the feedback I received regarding the four areas where I received the most questions (valuation, company losses, moat and scalability).ValuationMany readers strongly disagreed with my assessment. The most common question I received centered on the idea that Palantir achieves significant revenue growth and that, as a result of this rapid growth, Palantir deserves a market capitalization of at least $10 billion.This argument ignores the fact that, for valuation purposes, the size of the revenue base is just as important as the rate of sales growth. I also don't deny that Palantir's revenue is rapidly increasing. According to the company's long-term sales forecast, the company is aiming for a 30% annual growth rate. Palantir's outlook was confirmed in the company's most recent quarterly earnings report, and the company expects 40% growth this year.Palantir is rapidly expanding, but the revenue base must be considered alongside the sales growth rate for any sense to be made. If I run a business with $1 million in annual sales and double my sales every year, that doesn't mean the company \"should be worth $10 billion.\" This conclusion cannot be reached without taking into account the dollar revenue base. While Palantir's revenue growth rate of 30% should not be overlooked, it is not 100%.Palantir has a market capitalization of $34 billion, and the market expects revenue of $1.53 billion in 2021 and $1.99 billion in 2022. Here, the implied sales multiples are 22 (2021e) and 17 (2022e). Palantir's growth multiples are excessive and are at risk of further contraction. Paying around 20 times sales for a business, even if it is perfect, is more than a stretch; it may be a suicide mission.IPO And LossesIn response to my previous article, I received a lot of feedback along the lines of \"Palantir is investing money, and this money will come back later in terms of free cash flow,\" or \"Palantir just had its IPO, and profits are not expected.\"Both arguments, in my opinion, are flawed.Palantir is not a young company that recently went public and is looking for capital to invest. Palantir has been in business since 2003 and has yet to make a profit. In fact, company insiders have taken advantage of the market's opportunity this year to sell a large number of Class A shares in 2021.This article, which is a must-read for any Palantir investor, delves deeper into the insider sales situation that has emerged this year.In other words, insiders with equity stakes are cashing out by dumping shares on unsuspecting retail investors willing to pay 20 times sales for a loss-making company. That story has been told to me several times in my life.Palantir is not only losing money this year, as I explained in my previous article. Throughout its existence, the big-data company has suffered losses and accumulated losses at an alarming rate. Palantir's losses in 2021 are \"only\" $364 million. The loss may be much lower than last year by the end of September, but it is still a loss.And, in business valuation, profits/losses should be just as important as sales forecast, which, in most cases, is positive. The point that I believe was overlooked in my previous Palantir article is that the company has $5.3 billion in accumulated losses. Accounting rules require an accumulated deficit to appear on a company's balance sheet and is deducted from stockholders' equity. It displays the total of a company's losses accumulated during its active period of operation. Palantir's accumulated deficits total $5.3 billion, compared to $7.6 billion in total paid-in capital. In layman's terms, Palantir has depleted 70% of its investor capital. That's a frightening figure.Concerning the statement \"Palantir is investing in its growth and will recoup its investment later\": Palantir has been stuck in this phase for nearly two decades, and the company is still not profitable. Shouldn't some of the money invested 10 or more years ago have already returned?The magnitude of the company's accumulated deficit, as well as the incredibly long period of time, two decades, during which losses have accumulated, raise serious concerns about Palantir's capital allocation. How much credit would you or I qualify for if we went to a bank with a 20-year history of making business losses?MoatQuestions have been raised about why I believe Palantir lacks a significant moat in its business, despite the fact that the company's clients include numerous government agencies. The implication here appears to be that Palantir's relationship network serves as a moat.Palantir works with a number of cash-rich government agencies that use the company's technology platforms across the board. I don't deny that Palantir's platforms, or \"foundries,\" as the company refers to them, perform critical data management and analytics functions. Palantir was recently awarded contracts worth millions of dollars by the United States Army and the Space Systems Command. The Army contract is worth more than $800 million, while the Space Systems Command contract is worth $43 million.That being said, I do not deny that Palantir has been successful in obtaining contract awards. What I mean is that Palantir must go through competitive processes in order to win bids. Contracts are not awarded based on Palantir's \"relationships\" with the government. To be honest, this would be illegal. As a result, the notion that the company's relationships aid Palantir in the construction of a moat is false.ScalabilitySome of the comments I received focused on Palantir's ability to capitalize on the big data revolution, as well as Palantir's scalability.But where is this scalability, which is frequently mentioned as a reason to buy the stock?Palantir has stated that it requires personnel to walk customers through the functionality of its foundries. Software that necessitates customer pilots is both time consuming and costly in terms of human resources. That is the inverse of \"scale.\"The ability to have decreasing marginal costs is a key feature of scalability. With a large enough customer base, marginal costs can be reduced to zero. This is not the case for Palantir, which must be available to clients to teach them the intricacies of the deployed platforms or walk them through new functionalities. Palantir, in my opinion, is more akin to an IT consulting firm that also sells software products. But I don't see real scalability with Palantir.RisksPalantir is not a profitable company. Palantir is heavily diluted. Insiders at Palantir are selling. Even with 30% annual revenue growth, Palantir's stock remains wildly overpriced.High-multiple stocks, particularly in the technology sector, have recently begun to consolidate, and more downside is on the way as investors become less willing to pay top dollar for businesses that have flown high but failed to meet high expectations.Palantir's valuation is a huge issue, and despite the fact that the big-data company operates in a sexy industry with a lot of hype, the business fundamentals simply do not justify Palantir's market price.My ConclusionI'm not saying Palantir doesn't have significant annual sales growth. I'm not saying Palantir's products are useless to the government. What I am saying is that Palantir's loss-making business does not merit a sales multiple of 20. Even if it was profitable, it wouldn't deserve this kind of sales multiple.That's why I'm sticking to my $5 price target for Palantir. A $5 price target implies a $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990176808,"gmtCreate":1660316404906,"gmtModify":1676533450018,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TLRY\">$Tilray Inc.(TLRY)$</a>Go to 🌙moon now&nbsp;","listText":"<a href=\"https://ttm.financial/S/TLRY\">$Tilray Inc.(TLRY)$</a>Go to 🌙moon now&nbsp;","text":"$Tilray Inc.(TLRY)$Go to 🌙moon now","images":[{"img":"https://community-static.tradeup.com/news/5c791fa5fe04f23b6b41388557b23e83","width":"1284","height":"1863"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990176808","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9048109085,"gmtCreate":1656152331847,"gmtModify":1676535777370,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"Apple&nbsp;🍏&nbsp;","listText":"Apple&nbsp;🍏&nbsp;","text":"Apple 🍏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048109085","repostId":"9041263193","repostType":1,"repost":{"id":9041263193,"gmtCreate":1656058016336,"gmtModify":1676535760492,"author":{"id":"9000000000000500","authorId":"9000000000000500","name":"LouisLowell","avatar":"https://static.tigerbbs.com/a51412b5aac615981882d381acd5a334","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000500","idStr":"9000000000000500"},"themes":[],"title":"Should You Buy Apple Stock? Two Key Issues to Consider","htmlText":"WithApple(AAPL) stock at 2022 lows, Apple Store workers in Maryland voted to unionize. With 65,000 workers at Apple Stores, is the prospect of increasing operating costs going to kneecap AAPL stock growth? For every setback, Apple has a future hit in the pipeline, so the prospect of retail unionization shouldn’t scare investors from buying AAPL stock. WithApple Inc.(NASDAQ:AAPL) shares at a new 2022 low last week, there was news that had investors concerned. It wasn’t another lockdown at a Chinese assembly plant, or another delayed product release. This time, it was in the company’s own back yard and something that could impact the profitability of its Apple Stores. For the first time, an Apple Store — in Towson, Maryland — hasvoted to unionize. Is this a sign of trouble ahead for AAPL sto","listText":"WithApple(AAPL) stock at 2022 lows, Apple Store workers in Maryland voted to unionize. With 65,000 workers at Apple Stores, is the prospect of increasing operating costs going to kneecap AAPL stock growth? For every setback, Apple has a future hit in the pipeline, so the prospect of retail unionization shouldn’t scare investors from buying AAPL stock. WithApple Inc.(NASDAQ:AAPL) shares at a new 2022 low last week, there was news that had investors concerned. It wasn’t another lockdown at a Chinese assembly plant, or another delayed product release. This time, it was in the company’s own back yard and something that could impact the profitability of its Apple Stores. For the first time, an Apple Store — in Towson, Maryland — hasvoted to unionize. Is this a sign of trouble ahead for AAPL sto","text":"WithApple(AAPL) stock at 2022 lows, Apple Store workers in Maryland voted to unionize. With 65,000 workers at Apple Stores, is the prospect of increasing operating costs going to kneecap AAPL stock growth? For every setback, Apple has a future hit in the pipeline, so the prospect of retail unionization shouldn’t scare investors from buying AAPL stock. WithApple Inc.(NASDAQ:AAPL) shares at a new 2022 low last week, there was news that had investors concerned. It wasn’t another lockdown at a Chinese assembly plant, or another delayed product release. This time, it was in the company’s own back yard and something that could impact the profitability of its Apple Stores. For the first time, an Apple Store — in Towson, Maryland — hasvoted to unionize. Is this a sign of trouble ahead for AAPL sto","images":[{"img":"https://community-static.tradeup.com/news/67cdd766b9a3d2c34405baf3c0db4064","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041263193","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059839113,"gmtCreate":1654322822032,"gmtModify":1676535432210,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>$4.56","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>$4.56","text":"$AEM HOLDINGS LTD(AWX.SI)$$4.56","images":[{"img":"https://community-static.tradeup.com/news/03bb65e9e3fb522331fbef03cdda3557","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059839113","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9023480410,"gmtCreate":1652947107630,"gmtModify":1676535194342,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"MM2 buy some today[Sly]&nbsp;","listText":"MM2 buy some today[Sly]&nbsp;","text":"MM2 buy some today[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023480410","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012071017,"gmtCreate":1649258084367,"gmtModify":1676534479706,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TLRY\">$Tilray Inc.(TLRY)$</a>today will that go up to moon....???","listText":"<a href=\"https://ttm.financial/S/TLRY\">$Tilray Inc.(TLRY)$</a>today will that go up to moon....???","text":"$Tilray Inc.(TLRY)$today will that go up to moon....???","images":[{"img":"https://community-static.tradeup.com/news/e8fe7f9d986b6687770d1ed3f1ae685d","width":"1125","height":"2798"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012071017","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9095516505,"gmtCreate":1644959635577,"gmtModify":1676533978842,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://community-static.tradeup.com/news/d8d65b56e201acbc71e6be30d368c14c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3554814183854049","idStr":"3554814183854049"},"themes":[],"htmlText":"Try it","listText":"Try it","text":"Try it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095516505","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. 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