charliebronx personal page - To The Moon

charliebronx

No personal profile

23Follow

2Followers

0Topic

0Badge

2021-02-02

FAKE NEWS!

These two indicators could determine whether the GameStop rally is near its end

2021-04-20

$Marathon Digital Holdings Inc(MARA)$btc rebounding

2021-02-02

$GameStop(GME)$everyone dont read WSB? why complain about selling??

2021-02-02

$GameStop(GME)$retards that sold lol

2021-04-20

$Marathon Digital Holdings Inc(MARA)$breakout sustain not fadeout pls

2021-04-23

$Marathon Digital Holdings Inc(MARA)$lets get higher lows and uptrend

2021-02-02

This is complete bullshit, manipulation of information, do not believe it! WSB has never been in SLV

Sorry, the original content has been removed

2021-04-20

$Marathon Digital Holdings Inc(MARA)$li hai

2021-04-22

$Marathon Digital Holdings Inc(MARA)$prolly will continue until next week and then reversal

2021-04-20

$Marathon Digital Holdings Inc(MARA)$rebounddddddd

2021-04-19

$Marathon Digital Holdings Inc(MARA)$any buying the dip?

2022-03-10

Trash stock

Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month

2022-01-14

Agreed palantir is a trash stock

Palantir: A Defense Of My $5 Price Target

2021-02-02

$GameStop(GME)$going up bois

06-13

$Apple(AAPL)$ is king

06-06

Lol Cathie the loser

'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says

2023-06-29

$Bank of America(BAC)$

2021-05-05

Good night

2021-04-30

$mara

2021-04-26

$MIND MEDICINE MINDMED(MMEDF)$to the moon

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":3556171451312891,"uuid":"3556171451312891","gmtCreate":1593159879941,"gmtModify":1593159879941,"name":"charliebronx","pinyin":"charliebronx","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hatId":"ca_profile_frame_DWr5S1","hatName":"LV3 头像框","vip":1,"status":2,"fanSize":2,"headSize":23,"tweetSize":24,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.06","exceedPercentage":"93.80%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":316474219368768,"gmtCreate":1718291862644,"gmtModify":1718291868042,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> is king","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> is king","text":"$Apple(AAPL)$ is king","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316474219368768","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314021149430008,"gmtCreate":1717685631455,"gmtModify":1717687077094,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Lol Cathie the loser","listText":"Lol Cathie the loser","text":"Lol Cathie the loser","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314021149430008","repostId":"2441745823","repostType":2,"repost":{"id":"2441745823","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1717684500,"share":"https://ttm.financial/m/news/2441745823?lang=&edition=fundamental","pubTime":"2024-06-06 22:35","market":"sg","language":"en","title":"'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says","url":"https://stock-news.laohu8.com/highlight/detail?id=2441745823","media":"Dow Jones","summary":"\"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest. That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue.Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg.She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well.Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n     \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n     That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n     Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n     She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n     Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n     The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n     Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n     \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n     While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n     She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n     Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n     Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n     The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n     \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n     \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n     -Barbara Kollmeyer \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says</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\">\n'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-06 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n     \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n     That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n     Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n     She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n     Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n     The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n     Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n     \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n     While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n     She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n     Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n     Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n     The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n     \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n     \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n     -Barbara Kollmeyer \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4529":"IDC概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4023":"应用软件","LU0238689110.USD":"贝莱德环球动力股票基金","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","BK4139":"生物科技","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4543":"AI","ARKK":"ARK Innovation ETF","BK4527":"明星科技股","RXRX":"Recursion Pharmaceuticals, Inc.","BK4579":"人工智能","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4503":"景林资产持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4544":"ARK ETF合集","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","PLTR":"Palantir Technologies Inc.","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441745823","content_text":"MW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n\n\n  By Barbara Kollmeyer \n\n\n     \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n\n\n     That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n\n\n     Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n\n\n     She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n\n\n     Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n\n\n     The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n\n\n     Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n\n\n     \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n\n\n     While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n\n\n     She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla $(TSLA)$, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n\n\n     Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. $(RXRX)$, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. $(PLTR)$, which is \"helping companies set up to capitalize on AI.\" \n\n\n     Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n\n\n     The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n\n\n     \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n\n\n     \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n\n\n     -Barbara Kollmeyer \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 06, 2024 10:35 ET (14:35 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192266872815824,"gmtCreate":1687970522994,"gmtModify":1687970527451,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Bank of America(BAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192266872815824","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038788756,"gmtCreate":1646918108195,"gmtModify":1676534176737,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Trash stock","listText":"Trash stock","text":"Trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038788756","repostId":"1133495712","repostType":2,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005960700,"gmtCreate":1642145789141,"gmtModify":1676533686328,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Agreed&nbsp; palantir is a trash stock","listText":"Agreed&nbsp; palantir is a trash stock","text":"Agreed palantir is a trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005960700","repostId":"1189278661","repostType":2,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102408384,"gmtCreate":1620227695848,"gmtModify":1704340524612,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Good night","listText":"Good night","text":"Good night","images":[{"img":"https://static.tigerbbs.com/27103cdff35e4ae2b53419c0cdfe12bd","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102408384","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103553277,"gmtCreate":1619795030999,"gmtModify":1704272534372,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"$mara&nbsp;","listText":"$mara&nbsp;","text":"$mara","images":[{"img":"https://static.tigerbbs.com/cfe7be1271aafdc167301b355a07054f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103553277","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374683895,"gmtCreate":1619444340817,"gmtModify":1704723967043,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMEDF\">$MIND MEDICINE MINDMED(MMEDF)$</a>to the moon","listText":"<a href=\"https://laohu8.com/S/MMEDF\">$MIND MEDICINE MINDMED(MMEDF)$</a>to the moon","text":"$MIND MEDICINE MINDMED(MMEDF)$to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374683895","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374181826,"gmtCreate":1619428366165,"gmtModify":1704723684651,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Confirm ah","listText":"Confirm ah","text":"Confirm ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374181826","repostId":"374364705","repostType":1,"repost":{"id":374364705,"gmtCreate":1619420695707,"gmtModify":1704723567981,"author":{"id":"3578111079453218","authorId":"3578111079453218","authorIdStr":"3578111079453218","name":"jeff123","avatar":"https://static.tigerbbs.com/d2c71145c4a9a4565a59fc5476086738","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578111079453218"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>any chance going up ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>any chance going up ?&nbsp;","text":"$Marathon Digital Holdings Inc(MARA)$any chance going up ?","images":[{"img":"https://static.tigerbbs.com/1911864910b63f84b5679685aa151fc1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374364705","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372856566,"gmtCreate":1619193205655,"gmtModify":1704721142712,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>lets get higher lows and uptrend","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>lets get higher lows and uptrend","text":"$Marathon Digital Holdings Inc(MARA)$lets get higher lows and uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372856566","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376398341,"gmtCreate":1619086959683,"gmtModify":1704719416792,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>prolly will continue until next week and then reversal","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>prolly will continue until next week and then reversal","text":"$Marathon Digital Holdings Inc(MARA)$prolly will continue until next week and then reversal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376398341","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378619799,"gmtCreate":1619021585911,"gmtModify":1704718498329,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>lol short somemore","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>lol short somemore","text":"$Marathon Digital Holdings Inc(MARA)$lol short somemore","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378619799","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371861051,"gmtCreate":1618927330173,"gmtModify":1704717021799,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>breakout sustain not fadeout pls","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>breakout sustain not fadeout pls","text":"$Marathon Digital Holdings Inc(MARA)$breakout sustain not fadeout pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371861051","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371816440,"gmtCreate":1618926537580,"gmtModify":1704716998107,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>btc rebounding","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>btc rebounding","text":"$Marathon Digital Holdings Inc(MARA)$btc rebounding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/371816440","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371370934,"gmtCreate":1618916175728,"gmtModify":1704716797844,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>rebounddddddd","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>rebounddddddd","text":"$Marathon Digital Holdings Inc(MARA)$rebounddddddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371370934","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373266452,"gmtCreate":1618850714876,"gmtModify":1704715924801,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>li hai","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>li hai","text":"$Marathon Digital Holdings Inc(MARA)$li hai","images":[{"img":"https://static.tigerbbs.com/ff859a13fdf0828005a9498c70d05db9","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373266452","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373203676,"gmtCreate":1618845793995,"gmtModify":1704715851292,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>any buying the dip?","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>any buying the dip?","text":"$Marathon Digital Holdings Inc(MARA)$any buying the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373203676","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314992360,"gmtCreate":1612283363550,"gmtModify":1704869387177,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>halted again lmao buyyy the dip","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>halted again lmao buyyy the dip","text":"$GameStop(GME)$halted again lmao buyyy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314992360","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314051964,"gmtCreate":1612281390358,"gmtModify":1704869332115,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Bought the dippp","listText":"Bought the dippp","text":"Bought the dippp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314051964","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315773278,"gmtCreate":1612278350994,"gmtModify":1704869226707,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>going up bois","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>going up bois","text":"$GameStop(GME)$going up bois","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315773278","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":315619461,"gmtCreate":1612241212153,"gmtModify":1704868614550,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"FAKE NEWS!","listText":"FAKE NEWS!","text":"FAKE NEWS!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315619461","repostId":"1183603122","repostType":4,"repost":{"id":"1183603122","pubTimestamp":1612231847,"share":"https://ttm.financial/m/news/1183603122?lang=&edition=fundamental","pubTime":"2021-02-02 10:10","market":"us","language":"en","title":"These two indicators could determine whether the GameStop rally is near its end","url":"https://stock-news.laohu8.com/highlight/detail?id=1183603122","media":"cnbc","summary":"GameStopstock has defied gravity in the past and it could again, but there are some signs its stock ","content":"<div>\n<p>GameStopstock has defied gravity in the past and it could again, but there are some signs its stock may be topping out, some strategists say.\nGameStop was down sharply Monday, off more than 30% at $...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>These two indicators could determine whether the GameStop rally is near its end</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\">\nThese two indicators could determine whether the GameStop rally is near its end\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStopstock has defied gravity in the past and it could again, but there are some signs its stock may be topping out, some strategists say.\nGameStop was down sharply Monday, off more than 30% at $...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46e61da95c6d1c4c736e3146c02db8a9","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183603122","content_text":"GameStopstock has defied gravity in the past and it could again, but there are some signs its stock may be topping out, some strategists say.\nGameStop was down sharply Monday, off more than 30% at $225.\n\nIt has been the poster child of a group of stocks shorted by hedge funds but snapped up by small investors who helped drive share prices higher.\nThe price rises even more when hedge funds are forced to buy the stock to cover short positions.\nGameStop has had a wild ride. It surged to an all time high of $483 last week but appeared to run out of steam Monday, falling well below its Friday close of $325.\nThe stock closed at $17.25 on Jan. 4, the first trading day of 2021.\n2021.\n1. Call options cost trends\nWhen viewing a stock that's had a long speculative run, it's important to look at the call options on the stock when it stops moving higher, said Julian Emanuel, chief equity and derivatives strategist at BTIG.\nCall options, which allow but don't require investors to buy at a certain price, are basically bets the stock will continue to rise. Aggressive buying in those options can help speculative stocks go even higher until the options themselves become too expensive.\n\"The high price of the options themselves are likely to cause the stock to top and then sell-off or at least go sideways and ultimately sell off as the speculative mania moves on to different areas,\" said Emanuel. \"We're seeing this today in silver.\"\nSilver has been the target of aggressive buying and has also caught the interest of traders in the Reddit forum WallStreetBets.iShares Silver Trust ETFjumped 7.1% Monday and call buying continued to surge at record levels in the ETF.\nRetail investors have been very active in options, opening and closing positions in the same day in many speculative stocks. As for GameStop, Emanuel said the calls appear to have become too expensive to remain a source of further upside for the stock.\nFor instance, the at-the-money Feb. 19 call options — that is, an option with a strike price that's identical to the company's current share price — in GameStop at Friday's close cost about 50% of the company's actual share price, Emanuel said.\nTo give that perspective, the S&P 500 Feb. 19 at-the-money options cost just 2.5% of the S&P's value.\n\"It's difficult to maintain a level of speculative interest when it becomes too expensive to buy call options,\" said Emanuel.\n2. Reduced demand\nTwo other factors depressing the stock are the reduction in short interest as investors were forced to cover shorts, and that brokers have restricted buying in GameStop, Emanuel added. That takes away an important source of demand, and speculative investors become less interested, he said.\n\"It seems the Reddit army is moving into a different area,\" said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group. \"The stock is going down and the volatility goes down.\"\n\"Usually when a stock goes down, volatility goes up,\" he said. \"In this instance, as people leave and move into other areas, you're going to see the stock price and volatility go down.\"\nThe 30-day implied volatility in GameStop options on Friday was 430% but it declined to 375% and continues to fall, Murphy said. Implied volatility measures the expected swing in a stock's price.\nThat means investors are now expecting a move as big as 23% in the stock in one day in either direction, down from 27% on Friday.\nOf course, GameStop has also been affected by trading restrictions.\nRobinhood and other online brokers last week limited buying in GameStop, but allowed investors to sell. Brokers raised margin requirements on GameStop and some other stocks.\nIt's very hard to tell whether GameStop was near a top because of restrictions on the stock, said Steve Massocca, managing director with Wedbush Securities.\n\"When you tell people they can't buy but can only sell, of course it usually goes in one direction,\" he said.\nRobinhood on Monday continued to prohibit clientswho own more than 20 shares of GameStop from buying any new shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371816440,"gmtCreate":1618926537580,"gmtModify":1704716998107,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>btc rebounding","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>btc rebounding","text":"$Marathon Digital Holdings Inc(MARA)$btc rebounding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/371816440","isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315440905,"gmtCreate":1612273947407,"gmtModify":1704869078656,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>everyone dont read WSB? why complain about selling??","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>everyone dont read WSB? why complain about selling??","text":"$GameStop(GME)$everyone dont read WSB? why complain about selling??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/315440905","isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569559735811084","authorId":"3569559735811084","authorIdStr":"3569559735811084","name":"焦赖云吞面","avatar":"https://static.tigerbbs.com/f8f946bbde1ce2bc088308990a8c4d3e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3569559735811084"},"content":"Not sure if PRC can access reddit LOL, aiya we just gamble only, just Hold until everything dies down.","text":"Not sure if PRC can access reddit LOL, aiya we just gamble only, just Hold until everything dies down.","html":"Not sure if PRC can access reddit LOL, aiya we just gamble only, just Hold until everything dies down."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315795856,"gmtCreate":1612276352175,"gmtModify":1704869127550,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>retards that sold lol","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>retards that sold lol","text":"$GameStop(GME)$retards that sold lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/315795856","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371861051,"gmtCreate":1618927330173,"gmtModify":1704717021799,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>breakout sustain not fadeout pls","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>breakout sustain not fadeout pls","text":"$Marathon Digital Holdings Inc(MARA)$breakout sustain not fadeout pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371861051","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372856566,"gmtCreate":1619193205655,"gmtModify":1704721142712,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>lets get higher lows and uptrend","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>lets get higher lows and uptrend","text":"$Marathon Digital Holdings Inc(MARA)$lets get higher lows and uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372856566","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315610696,"gmtCreate":1612241093715,"gmtModify":1704868613090,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"This is complete bullshit, manipulation of information, do not believe it! WSB has never been in SLV","listText":"This is complete bullshit, manipulation of information, do not believe it! WSB has never been in SLV","text":"This is complete bullshit, manipulation of information, do not believe it! WSB has never been in SLV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315610696","repostId":"1183603122","repostType":4,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373266452,"gmtCreate":1618850714876,"gmtModify":1704715924801,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>li hai","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>li hai","text":"$Marathon Digital Holdings Inc(MARA)$li hai","images":[{"img":"https://static.tigerbbs.com/ff859a13fdf0828005a9498c70d05db9","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373266452","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":376398341,"gmtCreate":1619086959683,"gmtModify":1704719416792,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>prolly will continue until next week and then reversal","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>prolly will continue until next week and then reversal","text":"$Marathon Digital Holdings Inc(MARA)$prolly will continue until next week and then reversal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376398341","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371370934,"gmtCreate":1618916175728,"gmtModify":1704716797844,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>rebounddddddd","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>rebounddddddd","text":"$Marathon Digital Holdings Inc(MARA)$rebounddddddd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371370934","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373203676,"gmtCreate":1618845793995,"gmtModify":1704715851292,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>any buying the dip?","listText":"<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>any buying the dip?","text":"$Marathon Digital Holdings Inc(MARA)$any buying the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373203676","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038788756,"gmtCreate":1646918108195,"gmtModify":1676534176737,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Trash stock","listText":"Trash stock","text":"Trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038788756","repostId":"1133495712","repostType":2,"repost":{"id":"1133495712","pubTimestamp":1646917591,"share":"https://ttm.financial/m/news/1133495712?lang=&edition=fundamental","pubTime":"2022-03-10 21:06","market":"us","language":"en","title":"Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1133495712","media":"benzinga","summary":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir T","content":"<html><head></head><body><p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm&#39;s swiftest exists from a stock it was bullish on just over a month ago.</p><p>Ark Invest on Wednesday sold the remaining five shares it held in Palantir via the Ark Space Exploration &amp; Innovation ETF (BATS: ARKX), daily trade data from the investment firm showed.</p><p>For perspective, Ark Invest at the start of February held over 30 million shares, in the data analytics company known for its work with government agencies.</p><p>The popular investment firm, known for holding bets in Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN), shed nearly all of its Palantir exposure in about 13 trades.</p><p>Ark Invest had been piling up Palantir stock for months prior to the selloff that began on Feb. 1, when it sold 3.2 million shares in a single trade.</p><p>It stepped up liquidating efforts after the company reported fourth-quarter earnings of two cents per share, below analyst expectations, sending its shares down 16%.</p><p>“We had some concerns about their (Palantir) competitive positioning within the government space and we had better risk money elsewhere,” Brett Winton, director of Research at Ark Invest, had said in an interview on a YouTube channel earlier this month.</p><p>“It&#39;s an interesting company .. the technology is super interesting and we&#39;re very bullish on AI generally. The marginal competitive weakness on the government side just left us with other places to go.”</p><p>Palantir stock closed 5.5% higher at $11.6 a share on Wednesday. The stock is down 37% year-to-date.</p><p></p><p></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month</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\">\nCathie Wood's Ark Is Now Completely Out Of Palantir — Selling Over 30 Million Shares In 1 Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/news/22/03/26073561/cathie-woods-ark-is-now-completely-out-of-palantir-selling-over-30-million-shares-in-1-month","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133495712","content_text":"Cathie Wood-led Ark Investment Management has shed all its holdings in Peter Thiel-backed Palantir Technologies Inc (NYSE: PLTR), marking one of the investment firm's swiftest exists from a stock it was bullish on just over a month ago.Ark Invest on Wednesday sold the remaining five shares it held in Palantir via the Ark Space Exploration & Innovation ETF (BATS: ARKX), daily trade data from the investment firm showed.For perspective, Ark Invest at the start of February held over 30 million shares, in the data analytics company known for its work with government agencies.The popular investment firm, known for holding bets in Tesla Inc (NASDAQ: TSLA) and Coinbase Global Inc (NASDAQ: COIN), shed nearly all of its Palantir exposure in about 13 trades.Ark Invest had been piling up Palantir stock for months prior to the selloff that began on Feb. 1, when it sold 3.2 million shares in a single trade.It stepped up liquidating efforts after the company reported fourth-quarter earnings of two cents per share, below analyst expectations, sending its shares down 16%.“We had some concerns about their (Palantir) competitive positioning within the government space and we had better risk money elsewhere,” Brett Winton, director of Research at Ark Invest, had said in an interview on a YouTube channel earlier this month.“It's an interesting company .. the technology is super interesting and we're very bullish on AI generally. The marginal competitive weakness on the government side just left us with other places to go.”Palantir stock closed 5.5% higher at $11.6 a share on Wednesday. The stock is down 37% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005960700,"gmtCreate":1642145789141,"gmtModify":1676533686328,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Agreed&nbsp; palantir is a trash stock","listText":"Agreed&nbsp; palantir is a trash stock","text":"Agreed palantir is a trash stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005960700","repostId":"1189278661","repostType":2,"repost":{"id":"1189278661","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 $10 billion market valuation and a sales multiple of 5, which is still more than generous. Due to the persistence of business losses, an earnings multiple is unfortunately inapplicable here. I believe that the majority of the feedback was well-intentioned, but the bull case still has some serious flaws.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315773278,"gmtCreate":1612278350994,"gmtModify":1704869226707,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>going up bois","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>going up bois","text":"$GameStop(GME)$going up bois","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315773278","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316474219368768,"gmtCreate":1718291862644,"gmtModify":1718291868042,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> is king","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> is king","text":"$Apple(AAPL)$ is king","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316474219368768","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314021149430008,"gmtCreate":1717685631455,"gmtModify":1717687077094,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Lol Cathie the loser","listText":"Lol Cathie the loser","text":"Lol Cathie the loser","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314021149430008","repostId":"2441745823","repostType":2,"repost":{"id":"2441745823","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1717684500,"share":"https://ttm.financial/m/news/2441745823?lang=&edition=fundamental","pubTime":"2024-06-06 22:35","market":"sg","language":"en","title":"'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says","url":"https://stock-news.laohu8.com/highlight/detail?id=2441745823","media":"Dow Jones","summary":"\"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest. That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue.Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg.She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well.Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n     \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n     That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n     Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n     She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n     Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n     The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n     Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n     \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n     While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n     She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n     Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n     Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n     The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n     \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n     \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n     -Barbara Kollmeyer \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says</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\">\n'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-06 22:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n</p>\n<p>\n  By Barbara Kollmeyer \n</p>\n<p>\n     \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n</p>\n<p>\n     That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n</p>\n<p>\n     Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n</p>\n<p>\n     She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n</p>\n<p>\n     Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n</p>\n<p>\n     The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n</p>\n<p>\n     Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n</p>\n<p>\n     \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n</p>\n<p>\n     While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n</p>\n<p>\n     She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n</p>\n<p>\n     Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. <a href=\"https://laohu8.com/S/RXRX\">$(RXRX)$</a>, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. <a href=\"https://laohu8.com/S/PLTR\">$(PLTR)$</a>, which is \"helping companies set up to capitalize on AI.\" \n</p>\n<p>\n     Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n</p>\n<p>\n     The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n</p>\n<p>\n     \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n</p>\n<p>\n     \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n</p>\n<p>\n     -Barbara Kollmeyer \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 06, 2024 10:35 ET (14:35 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4529":"IDC概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4023":"应用软件","LU0238689110.USD":"贝莱德环球动力股票基金","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4585":"ETF&股票定投概念","BK4139":"生物科技","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4587":"ChatGPT概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4543":"AI","ARKK":"ARK Innovation ETF","BK4527":"明星科技股","RXRX":"Recursion Pharmaceuticals, Inc.","BK4579":"人工智能","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4503":"景林资产持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4544":"ARK ETF合集","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","PLTR":"Palantir Technologies Inc.","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441745823","content_text":"MW 'AI now has to play out elsewhere,' for Nvidia's valuation to make sense, ARK's Cathie Wood says\n\n\n  By Barbara Kollmeyer \n\n\n     \"Now AI has to play out elsewhere in a very big way for Nvidia and others to deserve their valuations.\"Cathie Wood, chief executive and chief investment officer of ARK Invest \n\n\n     That's ARK Invest's chief executive and CIO, Cathie Wood, saying that Nvidia needs help from other artificial-intelligence companies for the AI boom to continue. \n\n\n     Wood had nothing but praise for Nvidia and its founder and CEO, Jensen Huang - who not surprisingly appears to be something of a workaholic - in comments at the Greenwich Economic Forum in Hong Kong Thursday, according to Bloomberg. \n\n\n     She said ARK started investing in Nvidia in 2014 when it traded at just over $4 on a split-adjusted basis. \"We rode that stock in the flagship portfolio up to roughly $400,\" she said, adding that the company's stock performance would have to be matched by other companies in the AI arena as well. \n\n\n     Wood has achieved some Wall Street infamy for dumping Nvidia shares before the company's eye-popping earnings report roughly a year ago first showed the great extent to which the tech giant benefitted from artificial-intelligence demand. \n\n\n     The stock hasn't looked back since. From that initial earth-shattering earnings report in May 2023, Nvidia shares have climbed 300% to $1,224. The company announced a 10-for-1 stock split last month that will kick in after Friday's market close. \n\n\n     Wood said Thursday that ARK still has some exposure to Nvidia, but has broadened out their hunt for AI-related companies. \n\n\n     \"We do own Nvidia in specialized portfolios, both well in Europe, Asia and the U.S. In the flagship though, where the real estate is more clear and we need to be exposed to all of the innovation platforms...that are evolving, we did pull away,\" she said. \n\n\n     While that exit became a bit of a \"statement,\" she said, their thinking was that if \"this wasn't going to benefit other companies, then what is this move in Nvidia all about?\" \n\n\n     She flagged autonomous driving as \"the biggest AI project on earth,\" with Tesla $(TSLA)$, ARK's largest position, the leader there. The autonomous-driving ecosystem \"is going to scale from a revenue point of view, from essentially nothing now, to $7 -$8 trillion,\" in the next five to 10 years, she predicts. \n\n\n     Other names she sees harnessing AI and not well recognized are found in biotechnology and AI, with Recursion Pharmaceuticals Inc. $(RXRX)$, and in synthetic biology likes Twist Bioscience and then Palantir Software Inc. $(PLTR)$, which is \"helping companies set up to capitalize on AI.\" \n\n\n     Wood said the market is too dominated by Nvidia and other technology stocks. \"We have never seen concentration in the market like we're seeing today towards very few stocks,\" she said. \n\n\n     The manager, who last month cautioned over a Great Depression-like search for safety in the stock market, again mentioned that historic economic slump on Thursday. Wood said the current concentration by a handful of stocks is bigger than during the Great Depression. \n\n\n     \"This can mean one of two things, either we're about to see the market broadening out dramatically, and a more healthy market...or the number of times we've seen this, we're about to go into a very significant correction,\" she said. \n\n\n     \"In 1973 and 2000, you saw peaks, but in 1932 and 2009 you also saw peaks like this in terms of concentration and the follow through, there was a bull market that broadened out and benefited more stocks,\" said Wood. \n\n\n     -Barbara Kollmeyer \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 06, 2024 10:35 ET (14:35 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192266872815824,"gmtCreate":1687970522994,"gmtModify":1687970527451,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Bank of America(BAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192266872815824","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102408384,"gmtCreate":1620227695848,"gmtModify":1704340524612,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"Good night","listText":"Good night","text":"Good night","images":[{"img":"https://static.tigerbbs.com/27103cdff35e4ae2b53419c0cdfe12bd","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/102408384","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":103553277,"gmtCreate":1619795030999,"gmtModify":1704272534372,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"$mara&nbsp;","listText":"$mara&nbsp;","text":"$mara","images":[{"img":"https://static.tigerbbs.com/cfe7be1271aafdc167301b355a07054f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103553277","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374683895,"gmtCreate":1619444340817,"gmtModify":1704723967043,"author":{"id":"3556171451312891","authorId":"3556171451312891","authorIdStr":"3556171451312891","name":"charliebronx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556171451312891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMEDF\">$MIND MEDICINE MINDMED(MMEDF)$</a>to the moon","listText":"<a href=\"https://laohu8.com/S/MMEDF\">$MIND MEDICINE MINDMED(MMEDF)$</a>to the moon","text":"$MIND MEDICINE MINDMED(MMEDF)$to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374683895","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}