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teckwei
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teckwei
2022-05-13
$Idex ASA(IDEX)$
hijikkl
teckwei
2022-07-12
$Idex ASA(IDEX)$
hofigi
teckwei
2022-02-02
Ji
Palantir: The Microsoft Of Artificial Intelligence
teckwei
2022-07-19
$Citigroup(C)$
abcd
teckwei
2022-03-29
$AMD(AMD)$
lai liao lai liao
teckwei
2021-08-12
$NIO Inc.(NIO)$
standard always drop after good earning. Rocket after that
teckwei
2022-07-16
$Meta Platforms, Inc.(META)$
12345
teckwei
2022-05-04
Hi
Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview
teckwei
2022-10-10
$Alphabet(GOOGL)$
11111
teckwei
2022-08-19
$NIO Inc.(NIO)$
11111
teckwei
2022-08-12
$AMD(AMD)$
11111
teckwei
2022-08-11
$Alphabet(GOOGL)$
11111
teckwei
2022-05-31
$AMD(AMD)$
qqqq
teckwei
2022-05-27
$SoFi Technologies Inc.(SOFI)$
jjhjj
teckwei
2022-05-06
$Idex ASA(IDEX)$
puuuuu
teckwei
2022-04-18
$Meta Platforms, Inc.(FB)$
come
teckwei
2022-04-17
$Meta Platforms, Inc.(FB)$
lai
teckwei
2022-04-15
$NIO Inc.(NIO)$
to the moon
teckwei
2023-10-30
Let's go gogogglgojk
teckwei
2023-01-07
Hi
Go to Tiger App to see more news
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Billion <a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> ","text":"JUST IN 🚨: China expected to announce a new stimulus package of $283 Billion $Tiger Brokers(TIGR)$","images":[{"img":"https://community-static.tradeup.com/news/42b59631885a849a78d6f5c42322a660","width":"854","height":"338"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359026153169144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359639969923280,"gmtCreate":1728810632084,"gmtModify":1728810636290,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559349232291673","idStr":"3559349232291673"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> ","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$ </a> ","text":"$Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/f44b6d135d6145d77ff58541dac0ba2e","width":"1012","height":"1915"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359639969923280","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359639767544016,"gmtCreate":1728810582674,"gmtModify":1728810584552,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559349232291673","idStr":"3559349232291673"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359639767544016","repostId":"359291534299184","repostType":1,"repost":{"id":359291534299184,"gmtCreate":1728725660039,"gmtModify":1728727772554,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a><v-v data-views=\"1\"></v-v> we are seeing the financial sectors making recovery so Fintech stocks could be the next to follow I am looking for SOFI to hit at least $15 by end of 2024. <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> on my portfolio have a more than 15% gain.","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a><v-v data-views=\"1\"></v-v> we are seeing the financial sectors making recovery so Fintech stocks could be the next to follow I am looking for SOFI to hit at least $15 by end of 2024. <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> on my portfolio have a more than 15% gain.","text":"$SoFi Technologies Inc.(SOFI)$ we are seeing the financial sectors making recovery so Fintech stocks could be the next to follow I am looking for SOFI to hit at least $15 by end of 2024. $SoFi Technologies Inc.(SOFI)$ on my portfolio have a more than 15% gain.","images":[{"img":"https://community-static.tradeup.com/news/0f0a5d159a4ec2c00e1a2821f13390e5","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359291534299184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359639359082672,"gmtCreate":1728810577196,"gmtModify":1728810579070,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559349232291673","idStr":"3559349232291673"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359639359082672","repostId":"358977067729104","repostType":1,"repost":{"id":358977067729104,"gmtCreate":1728648790727,"gmtModify":1728684602063,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟I would continue to do what I love doing best - and that is to live life to the fullest, savour every experience from learning to invest, making progress in achieving my goal of FIRE - Financial Independence Retire Early and seeing the world! Just simply enjoying every moment of my life! <a href=\"https://ttm.financial/U/3527667667103859\"> @TigerEvents </a>","listText":"🌟🌟🌟I would continue to do what I love doing best - and that is to live life to the fullest, savour every experience from learning to invest, making progress in achieving my goal of FIRE - Financial Independence Retire Early and seeing the world! Just simply enjoying every moment of my life! <a href=\"https://ttm.financial/U/3527667667103859\"> @TigerEvents </a>","text":"🌟🌟🌟I would continue to do what I love doing best - and that is to live life to the fullest, savour every experience from learning to invest, making progress in achieving my goal of FIRE - Financial Independence Retire Early and seeing the world! Just simply enjoying every moment of my life! @TigerEvents","images":[{"img":"https://community-static.tradeup.com/news/7334c897b982456c0426dde434c66618"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358977067729104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359639365501200,"gmtCreate":1728810571793,"gmtModify":1728810575611,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559349232291673","idStr":"3559349232291673"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359639365501200","repostId":"358923057438816","repostType":1,"repost":{"id":358923057438816,"gmtCreate":1728668233199,"gmtModify":1728745202112,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASPN\">$Aspen Aerogels(ASPN)$</a> 🔺📈🚀🔥🚀📈🔥🅱🆄🅻🅻🅸🆂🅷🔺📈🚀🔥 Holding Long <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> I posted my chart in Overnight trading when I opened positions~now I'm up 🔺over 3% within a few hours! My portfolio was totally green when I woke up late in 🇳🇿 to catch up with Open market and I caught <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> squeezing 🔺HIGHER so I jumped into numerous Call options making a 🛻 truck load of profit 💰💰. Check out my Coin post and Fibonacci levels. Please like this post and follow me for more WINNING trades! <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPic</a>","listText":"<a href=\"https://ttm.financial/S/ASPN\">$Aspen Aerogels(ASPN)$</a> 🔺📈🚀🔥🚀📈🔥🅱🆄🅻🅻🅸🆂🅷🔺📈🚀🔥 Holding Long <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> I posted my chart in Overnight trading when I opened positions~now I'm up 🔺over 3% within a few hours! My portfolio was totally green when I woke up late in 🇳🇿 to catch up with Open market and I caught <a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> squeezing 🔺HIGHER so I jumped into numerous Call options making a 🛻 truck load of profit 💰💰. Check out my Coin post and Fibonacci levels. Please like this post and follow me for more WINNING trades! <a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_comments</a> <a href=\"https://ttm.financial/U/9000000000000572\">@TigerPic</a>","text":"$Aspen Aerogels(ASPN)$ 🔺📈🚀🔥🚀📈🔥🅱🆄🅻🅻🅸🆂🅷🔺📈🚀🔥 Holding Long $Coinbase Global, Inc.(COIN)$ I posted my chart in Overnight trading when I opened positions~now I'm up 🔺over 3% within a few hours! My portfolio was totally green when I woke up late in 🇳🇿 to catch up with Open market and I caught $Coinbase Global, Inc.(COIN)$ squeezing 🔺HIGHER so I jumped into numerous Call options making a 🛻 truck load of profit 💰💰. Check out my Coin post and Fibonacci levels. Please like this post and follow me for more WINNING trades! @Tiger_comments 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ASA(IDEX)$hofigi","images":[{"img":"https://community-static.tradeup.com/news/73df2840a9b28f2256f2818e5ca78677","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9078940106","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9091023501,"gmtCreate":1643737047346,"gmtModify":1676533850244,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559349232291673","authorIdStr":"3559349232291673"},"themes":[],"htmlText":"Ji","listText":"Ji","text":"Ji","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091023501","repostId":"1196808170","repostType":4,"repost":{"id":"1196808170","pubTimestamp":1643709294,"share":"https://ttm.financial/m/news/1196808170?lang=&edition=fundamental","pubTime":"2022-02-01 17:54","market":"us","language":"en","title":"Palantir: The Microsoft Of Artificial Intelligence","url":"https://stock-news.laohu8.com/highlight/detail?id=1196808170","media":"seekingalpha","summary":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir sits on top of other systems just like Windows does.</li><li>Gotham and Foundry are not the end but only the beginning.</li><li>Palantir's next 10 years could be like Microsoft's early years.</li><li>SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.</li></ul><p>Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill's famous quote regarding Russia "It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. "</p><p>How can a company that's been in existence almost 20 years still be such a mystery to so many? My answer is: it's part of the plan.</p><p>I have written about Palantir before in this article "Palantir Is About Data And Data Is The Future ". In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.</p><p>In this article, I will attempt to define PLTR as an operating system sitting on top of a user's various and sundry systems in order to easily access and order myriad data sources quickly and legibly.</p><p>Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.</p><p><b>1. Palantir sits on top of other systems just like Windows does.</b></p><p>What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).</p><p>That's what Gotham and Foundry do: they control what's beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.</p><p>Think about Windows for example.</p><p>Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.</p><p>Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that's what operating systems do.</p><p><b>2. Gotham and Foundry are not the end but only the beginning.</b></p><p>Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.</p><p>Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.</p><p>The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.</p><p>Where exactly will PLTR's systems be in 5, 10, or 20 years? I certainly don't know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft's historic path than say Oracle's.</p><p><b>Per Palantir's COO Shyam Sankar:</b></p><blockquote>Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,</blockquote><p>Source:Seeking Alpha</p><p>So "building before the need is obvious" means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.</p><p><b>3. Palantir's next 10 years could be like Microsoft's early years.</b></p><p>Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT's revenue in 1992 was about $1.5 billion close to Palantir's revenue of $1.1 billion in 2020.</p><p>Just as a curiosity, let's look at MSFT's 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ad5e3e0e226264cba87e4902d1143ac\" tg-width=\"647\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and Author</span></p><p>Note Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft's founders and perhaps a little wiser too.</p><p>The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.</p><p><img src=\"https://static.tigerbbs.com/d847b9f38da7f4f2a20ae04b3be26b07\" tg-width=\"1214\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p><p>The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.</p><p>Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf096508c2197eebaafaf7833770cb05\" tg-width=\"644\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and author</span></p><p><b>4. SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.</b></p><p>One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b22667e48e9a254fd11bd7ae4693ea1\" tg-width=\"416\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Of course, those numbers do not include options provided to employees that have not been cashed in yet.</p><p>But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.</p><blockquote>The company's 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.</blockquote><p>Source:Wikipedia</p><p>Add Steve Ballmer's $120 billion to the billionaire's list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.</p><p>As a comparison to MSFT's 12,000 millionaires, PLTR only has about 3,000 employees.</p><p>Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.</p><p><b>Conclusion:</b></p><p>Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.</p><p>That's why PLTR's current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.</p><p>There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.</p><p>And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.</p><p>How about the distance, speed, and spin of every golf stroke on the PGA Tour?</p><p>And Steph Curry's individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?</p><p>While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.</p><p>That's what Palantir knows and why it is an excellent long-term investment.</p><p>Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Microsoft Of Artificial Intelligence</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: The Microsoft Of Artificial Intelligence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 17:54 GMT+8 <a href=https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft\">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/4482952-palantir-stock-resembles-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196808170","content_text":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill's famous quote regarding Russia \"It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. \"How can a company that's been in existence almost 20 years still be such a mystery to so many? My answer is: it's part of the plan.I have written about Palantir before in this article \"Palantir Is About Data And Data Is The Future \". In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.In this article, I will attempt to define PLTR as an operating system sitting on top of a user's various and sundry systems in order to easily access and order myriad data sources quickly and legibly.Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.1. Palantir sits on top of other systems just like Windows does.What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).That's what Gotham and Foundry do: they control what's beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.Think about Windows for example.Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that's what operating systems do.2. Gotham and Foundry are not the end but only the beginning.Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.Where exactly will PLTR's systems be in 5, 10, or 20 years? I certainly don't know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft's historic path than say Oracle's.Per Palantir's COO Shyam Sankar:Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,Source:Seeking AlphaSo \"building before the need is obvious\" means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.3. Palantir's next 10 years could be like Microsoft's early years.Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT's revenue in 1992 was about $1.5 billion close to Palantir's revenue of $1.1 billion in 2020.Just as a curiosity, let's look at MSFT's 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.NASDAQ and AuthorNote Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft's founders and perhaps a little wiser too.The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.NASDAQ and author4. SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.Seeking AlphaOf course, those numbers do not include options provided to employees that have not been cashed in yet.But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.The company's 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.Source:WikipediaAdd Steve Ballmer's $120 billion to the billionaire's list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.As a comparison to MSFT's 12,000 millionaires, PLTR only has about 3,000 employees.Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.Conclusion:Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.That's why PLTR's current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.How about the distance, speed, and spin of every golf stroke on the PGA Tour?And Steph Curry's individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.That's what Palantir knows and why it is an excellent long-term investment.Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075506059,"gmtCreate":1658216849971,"gmtModify":1676536123598,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559349232291673","authorIdStr":"3559349232291673"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>abcd","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>abcd","text":"$Citigroup(C)$abcd","images":[{"img":"https://community-static.tradeup.com/news/7f5ac3049767a3c984bef78273dd9ace","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9075506059","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019187153,"gmtCreate":1648560319830,"gmtModify":1676534353853,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559349232291673","authorIdStr":"3559349232291673"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a> lai liao lai liao","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a> lai liao lai liao","text":"$AMD(AMD)$ lai liao lai liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019187153","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895521120,"gmtCreate":1628757913860,"gmtModify":1676529844639,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559349232291673","authorIdStr":"3559349232291673"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> standard always drop after good earning. Rocket after that","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a> standard always drop after good earning. Rocket after that","text":"$NIO Inc.(NIO)$ standard always drop after good earning. Rocket after that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895521120","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072935248,"gmtCreate":1657937574084,"gmtModify":1676536084898,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559349232291673","authorIdStr":"3559349232291673"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>12345","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a>12345","text":"$Meta Platforms, Inc.(META)$12345","images":[{"img":"https://community-static.tradeup.com/news/a3a004e3ab4232a6cc0ef52579b2b385","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072935248","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061490591,"gmtCreate":1651659647869,"gmtModify":1676534943643,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559349232291673","authorIdStr":"3559349232291673"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061490591","repostId":"2232305766","repostType":4,"repost":{"id":"2232305766","pubTimestamp":1651657951,"share":"https://ttm.financial/m/news/2232305766?lang=&edition=fundamental","pubTime":"2022-05-04 17:52","market":"us","language":"en","title":"Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview","url":"https://stock-news.laohu8.com/highlight/detail?id=2232305766","media":"seekingalpha","summary":"Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on","content":"<html><head></head><body><p></p><p><img src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1308151136/image_1308151136.jpg?io=getty-c-w750\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bet_Noire/iStock via Getty Images</p><p></p><p>Federal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they'll start shrinking the central bank's balance sheet in June.</p><p>The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.</p><p>"For the first time in 22 years, the Federal Reserve is poised to raise interest rates by more than a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-quarter percentage point increment, and at consecutive meetings for the first time in 16 years," Bankrate Chief Financial Analyst Greg McBride said. FOMC consensus points to a half-point rate hike, with more to come if the Fed seeks to push benchmark rates to 2.5% by year-end, he added.</p><p>The question isn't whether the Fed needs to be hawkish, it's "only a debate as to what the right hawkish approach is," wrote Evecore ISI's Krishna Guha and Peter Williams in a note to clients.</p><p>The strength of the labor market supports the expected larger-than usual hike. On Tuesday, the U.S. Department of Labor said job openings in March reached 11.5M, the highest since it started collecting the data in 2000, from 11.3M in February. The job openings rate of 7.1% edged up from 7.0% in the previous month.</p><p><b>Balance sheet matters:</b> The rate hikes "will occur as the Fed simultaneously embarks on the long-awaited reduction in its balance sheet, which we think will shrink by nearly $3T through the end of 2024, from $8.93T today." wrote RSM chief U.S. economist Joseph Brusuelas in a note. He also expects the Fed to increase its policy rate to at least 2.5% by year-end.</p><p>So far, the Fed appears only willing to let maturing Treasury securities and mortgage-backed securities run off of its balance sheet. If the FOMC feels the need to take stronger action to control inflation, it may consider selling some securities.</p><p>"I think he (Fed Chair Jerome Powell) will say that asset sales are a tool that could be used in the future but remind us that the plan is to use interest rates as the primary policy tool; QT runs in the background and the path of rates will be adjusted as needed given QT," said Tim Duy, chief U.S. economist at SGH Macro.</p><p>He expects at least four 50bp rate hikes in the Fed's quest to restore price stability. "Powell likely doesn't want to feed into any hopes of a 75bp hike, but if he lends any credence to that story, even accidentally, market participants will rush to price in 75bp for the June meeting," Duy wrote in a note to clients.</p><p><b>Geopolitical risks:</b> Will increased risks from the Russia-Ukraine war and Covid lockdowns in China lead the Fed to ease up on tightening? Not likely.</p><p>"We think the Fed recognizes that the war/Europe and China/Covid lockdowns are important and present risks to both growth and inflation," said Evercore ISI's Krishna Guha and Peter Williams. "But the FOMC will stay focused on upside domestic inflation risk, respond up-front to potential further global inflation pressures and respond to spillovers from global growth weakness and related FCI tightening only as it materializes."</p><p>For U.S. households, the implications of the rate increases are clear-cut. Borrowing will cost more and savings will earn more. "This hints at the steps households should be taking to stabilize their finances – pay down debt, especially costly credit card and other variable rate debt, and boost emergency savings. Both will enable you to better weather rising interest rates, and whatever might come next economically," said Bankrate's McBride.</p><p>For banks, higher rates increase their net interest income, but "the rapid rise in the back end of the (yield) curve has hit GAAP book value," wrote a group of equity analysts led by Betsy Graseck. In addition, tighter financial conditions would ultimately slow loan growth. And the Fed shrinking its balance sheet will slow deposit growth as well. In addition, the sharply higher rates will hit banks' capital ratios.</p><p>As such, the <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts are reducing their stock buyback estimates for banks. "We believe management teams will be more conservative with share repurchases going forward. We are reducing our buybacks for the rest of 2022 by 40%," they said.</p><p>SA contributor John M. Mason sees a 50bp hike on Wednesday followed by at least two more moves this year.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview</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\">\nFederal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 17:52 GMT+8 <a href=https://seekingalpha.com/news/3830390-federal-reserve-poised-half-point-rate-hike><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at ...</p>\n\n<a href=\"https://seekingalpha.com/news/3830390-federal-reserve-poised-half-point-rate-hike\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3830390-federal-reserve-poised-half-point-rate-hike","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232305766","content_text":"Bet_Noire/iStock via Getty ImagesFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they'll start shrinking the central bank's balance sheet in June.The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.\"For the first time in 22 years, the Federal Reserve is poised to raise interest rates by more than a one-quarter percentage point increment, and at consecutive meetings for the first time in 16 years,\" Bankrate Chief Financial Analyst Greg McBride said. FOMC consensus points to a half-point rate hike, with more to come if the Fed seeks to push benchmark rates to 2.5% by year-end, he added.The question isn't whether the Fed needs to be hawkish, it's \"only a debate as to what the right hawkish approach is,\" wrote Evecore ISI's Krishna Guha and Peter Williams in a note to clients.The strength of the labor market supports the expected larger-than usual hike. On Tuesday, the U.S. Department of Labor said job openings in March reached 11.5M, the highest since it started collecting the data in 2000, from 11.3M in February. The job openings rate of 7.1% edged up from 7.0% in the previous month.Balance sheet matters: The rate hikes \"will occur as the Fed simultaneously embarks on the long-awaited reduction in its balance sheet, which we think will shrink by nearly $3T through the end of 2024, from $8.93T today.\" wrote RSM chief U.S. economist Joseph Brusuelas in a note. He also expects the Fed to increase its policy rate to at least 2.5% by year-end.So far, the Fed appears only willing to let maturing Treasury securities and mortgage-backed securities run off of its balance sheet. If the FOMC feels the need to take stronger action to control inflation, it may consider selling some securities.\"I think he (Fed Chair Jerome Powell) will say that asset sales are a tool that could be used in the future but remind us that the plan is to use interest rates as the primary policy tool; QT runs in the background and the path of rates will be adjusted as needed given QT,\" said Tim Duy, chief U.S. economist at SGH Macro.He expects at least four 50bp rate hikes in the Fed's quest to restore price stability. \"Powell likely doesn't want to feed into any hopes of a 75bp hike, but if he lends any credence to that story, even accidentally, market participants will rush to price in 75bp for the June meeting,\" Duy wrote in a note to clients.Geopolitical risks: Will increased risks from the Russia-Ukraine war and Covid lockdowns in China lead the Fed to ease up on tightening? Not likely.\"We think the Fed recognizes that the war/Europe and China/Covid lockdowns are important and present risks to both growth and inflation,\" said Evercore ISI's Krishna Guha and Peter Williams. \"But the FOMC will stay focused on upside domestic inflation risk, respond up-front to potential further global inflation pressures and respond to spillovers from global growth weakness and related FCI tightening only as it materializes.\"For U.S. households, the implications of the rate increases are clear-cut. Borrowing will cost more and savings will earn more. \"This hints at the steps households should be taking to stabilize their finances – pay down debt, especially costly credit card and other variable rate debt, and boost emergency savings. Both will enable you to better weather rising interest rates, and whatever might come next economically,\" said Bankrate's McBride.For banks, higher rates increase their net interest income, but \"the rapid rise in the back end of the (yield) curve has hit GAAP book value,\" wrote a group of equity analysts led by Betsy Graseck. In addition, tighter financial conditions would ultimately slow loan growth. And the Fed shrinking its balance sheet will slow deposit growth as well. In addition, the sharply higher rates will hit banks' capital ratios.As such, the Morgan Stanley analysts are reducing their stock buyback estimates for banks. \"We believe management teams will be more conservative with share repurchases going forward. We are reducing our buybacks for the rest of 2022 by 40%,\" they said.SA contributor John M. Mason sees a 50bp hike on Wednesday followed by at least two more moves this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917025637,"gmtCreate":1665394313229,"gmtModify":1676537598648,"author":{"id":"3559349232291673","authorId":"3559349232291673","name":"teckwei","avatar":"https://community-static.tradeup.com/news/47b57925d31c860003f28b391be4a0dd","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559349232291673","authorIdStr":"3559349232291673"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>11111","listText":"<a 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