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06-21

Umbrella for me [Happy]

2022-06-22

Buy and wait for 10-15 years

Palantir: The Black Box Company

2022-06-14

Great ariticle, would you like to share it?

@TigerEvents:Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out "T.I.G.E.R" during your journey for a chance to receive the limited edition 8th Anniversary Gi

2022-02-04

Join in the fun!

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-02-04

Didn't buy before earnings report :(

Amazon Stock Surges on Strong Q4 Results, Prime Membership Price Increase

2022-01-28

CW sells and Bill Ackman buys. Who is the smart one 😂

Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney

2021-06-24

$Viacom CBS(VIAC)$Speculation for nowhttps://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-on-report-that-comcast-is-considering-deal.html

2021-06-18

$Rocket Companies(RKT)$Tonight is the night. Up up and away!

2021-06-18

What about Intc?

Google's cloud taps AMD for new service as chip wars heat up

2021-06-17

$Rocket Companies(RKT)$Rate hike is not happening soon, no reason for share price to continue its drop!

2021-06-17

Whatever the result, the market will surely move

Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.

2021-06-16

These events always provide the opportunity to buy and sell

Wall Street ends down as data spooks investors awaiting Fed report

2021-04-23

It's funny how analysts think they know the business better than the ones running it.

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2021-02-04

Hope INTC will benefit!

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2021-02-04

Good results!

Ligand Pharmaceuticals Q4 EPS $1.62 Beats $0.99 Estimate, Sales $69.99M Beat $54.09M Estimate

2021-02-02

$QAF LIMITED(Q01.SI)$Hope for some news on the sale of their Primary Production business in the upcoming full year results. Lots of value to unlock!

2021-02-01

Tiger halted options trading for GME, not good

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2021-02-01

IGND!

"GameStop effect" could ripple further as Wall Street eyes short squeeze candidates

2021-01-22

Long Intel :)

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Go to Tiger App to see more news

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years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043326343","repostId":"1178592634","repostType":4,"repost":{"id":"1178592634","pubTimestamp":1655876844,"share":"https://ttm.financial/m/news/1178592634?lang=&edition=fundamental","pubTime":"2022-06-22 13:47","market":"us","language":"en","title":"Palantir: The Black Box Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1178592634","media":"Seeking Alpha","summary":"SummaryGround Zero led to Zero to One — One being Palantir.Palantir is building the central operatin","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ground Zero led to Zero to One — One being Palantir.</li><li>Palantir is building the central operating system of the modern world.</li><li>Growth remains robust, particularly in its Commercial segment, which will be the main growth engine for the company in the next decade.</li><li>Dilution and GAAP unprofitability remain the biggest risks, especially so in this kind of market environment.</li><li>Although we may see further downside, the selloff seems to be overdone. Palantir is a buy.</li></ul><p>Given the complexity and mysterious nature of the business, this Palantir (NYSE:PLTR) deep dive is probably the most difficult piece that I&#39;ve written compared to other company deep dives that I&#39;ve covered so far. I hope you find value in this article. Enjoy!</p><p><b>Investment Thesis</b></p><p>Palantir: the meme stock, the cult stock, the black box company. There&#39;s a lot of chatter about Palantir on the Internet and I&#39;ve come to notice that there&#39;s a lot of love and hate for the company. Regardless of what others say, it is undeniable that Palantir is one of the most mission-critical companies today.</p><p>Palantir is building the central operating system of the modern world, turning chaos into order. The ultimate bull thesis is that Palantir will replace legacy data and operations infrastructure, and Palantir&#39;s technology and management are more than capable of achieving this ambition.</p><p>The selloff has also created a wonderful opportunity to accumulate shares of Palantir. Palantir is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>On 11th September 2001, 19 terrorists hijacked four commercial airlines during what seemed to be a normal working day for corporate America. What followed left the world at a standstill — things happened so slowly and so quickly that billions of people all over the globe were paralyzed by what they were seeing on their TV screens.</p><p>Two planes struck both the North and South Towers of the World Trade Center, only to leave both skyscrapers crumbling down a few hours later. Another plane crashed on the west side of The Pentagon, the home of the US Department of Defense, which left question marks on the true strength of the US military. The last plane, fortunately, failed to demolish its intended building target as a passenger steered the plane to an open field.</p><p>2,977 people lost their lives that day.</p><p>Undoubtedly, 9/11 left a huge scar on America. For one, the World Trade Center crash site was dubbed Ground Zero. While America work its way to recover and regain its confidence after the attacks, five entrepreneurs — Peter Thiel, Joe Lonsdale, Stephen Cohen, Nathan Gettings, and Alex Karp — joined forces to form Palantir. The name of the company resembles palantíri or &#34;seeing stones&#34; from the movie <i>The Lord of the Rings</i>. These stones were balls of crystal that enable the users to communicate with one another and to see afar, much like what Palantir was designed to do — to identify, anticipate, and prevent future attacks.</p><p>In essence, Ground Zero became the stepping stone to Zero to One—<i>One</i> being Palantir.</p><p>This is a good segway to the first topic of this article: what does Palantir do as a business?</p><p>In a nutshell, Palantir builds and deploys the foundational software of tomorrow that serves as the central operating system for its customers.</p><p>Traditionally, government and commercial institutions need to invest millions and even billions of dollars to build their own digital infrastructures, enterprise data warehouses, and digital twin models, which are incredibly difficult, complex, and risky to execute. But for Palantir, the more difficult, complex, and risky it is, the bigger the opportunity and the more likely it is for Palantir to succeed.</p><p>With that in mind, Palantir aims to help organizations to accelerate their digital transformation by integrating their data, decisions, and operations at scale. In other words, Palantir is a big data platform that helps companies make sense of their data to make data-driven decisions.</p><p>This is achieved through Palantir&#39;s three core products: Gotham, Foundry, and Apollo.</p><p><i><b>Gotham</b></i></p><p><b>Palantir Gotham is the operating system for government decision-making</b>. It has been used by government agencies including the USIC, NSA, FBI, CDC, and Air force to combat terrorism and analyze various highly-sensitive, highly-confidential matters. Rumors have also surfaced about Palantir Gotham playing a certain role in helping the US Navy SEALs locate and assassinate former Al-Qaeda leader, Osama bin Laden.</p><p><img src=\"https://static.tigerbbs.com/abaa773acc4f4b1727a9e2dfdfc1102b\" tg-width=\"1280\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Website</p><p>Aside from government agencies, financial institutions have also adopted Gotham specifically for fraud detection and investigations.</p><p>Gotham leverages artificial intelligence to identify patterns, threats, and hidden information deep within cluttered datasets. At the same time, machine learning embedded in its software provides continuous feedback loops which improve its models over time, allowing for smarter and faster decision-making.</p><p>Given that Gotham caters specifically to government functions, not much information has been published regarding its technology, thus the black-box nature of the overall business. The company&#39;s S-1 filing does cover a few features but it is quite vague, to say the least. On one hand, we can look at Palantir&#39;s commercial product, Foundry, to at least get some level of understanding of how Gotham works.</p><p><i><b>Foundry</b></i></p><p><b>Palantir Foundry is the operating system for modern enterprises.</b> Foundry has an open architecture and it integrates siloed data sources, analytics, and teams into a common foundation.</p><p><img src=\"https://static.tigerbbs.com/2d239b478ba11f2450bfd1fa421e0bd8\" tg-width=\"1280\" tg-height=\"1237\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Website</p><p>There are 5 layers to the Foundry stack, with each layer bridging the gap between data analytics and operational decision-making:</p><ul><li><b>Data Integration</b>— Foundry utilizes 200+ data connectors to integrate different data sources, data lakes, and data warehouses across the enterprise, across different types of data points including structured, unstructured, streaming, IoT, transactional, geospatial data, and more.</li><li><b>Model Integration</b>— Customers can integrate business logic and models by using Foundry&#39;s open, interoperable architecture along with third-party models like Snowflake (SNOW), Microsoft Azure (MSFT), and AWS (AMZN). Foundry can extend these third-party platforms into operations with bi-directional data syncs to ensure that Foundry is always in sync with those existing data systems.</li><li><b>Ontology</b>— Foundry connects all the data and models, and brings them together into a common foundation that can be used by the entire organization. This is called the Ontology and it is the operational layer of the organization. The Ontology connects all the digital assets (data and models) to their real-world counterparts (such as equipment, products, and customer orders), forming a digital twin of the enterprise that users can interact with.</li><li><b>Workflows</b>— With the Ontology in place, users can develop custom workflows or use out-of-the-box applications. As more and more objects, actions, and workflows are added, the shared Ontology evolves over time with greater operational knowledge.</li><li><b>Decision Orchestration</b>— After integrating all the historically siloed data and models, Foundry enables users to take actionable and insightful decisions, whether through manual operations, simulations, or AI.</li></ul><p>While this may be an oversimplified explanation of the Foundry platform, it does give us a rough idea of how Foundry works. Perhaps, we can take a look at a case study to get a better grasp of what Foundry does.</p><p>For example, here&#39;s how one of the largest utility companies in the US, PG&amp;E, uses Foundry:</p><ul><li><b>Data Integration</b>— PG&amp;E is facing a massive climate threat as global warming increases the risks of wildfire breakouts. As such, the company needs to leverage the 8-10 billion data points it receives every single day to operate a safe and reliable energy system. Foundry helps to aggregate and make sense of these data.</li><li><b>Model Integration</b>— Palantir has an open architecture that allows PG&amp;E to integrate Foundry and other third-party models into a single platform. This enables PG&amp;E to utilize all the models and data across various platforms, which ultimately gives richer datasets to combat wildfires.</li><li><b>Ontology</b>— PG&amp;E has launched the Enhanced Powerline Safety Settings to protect the grid and prevent wildfires. By integrating equipment health data, geospatial location, and network topology, Foundry is able to create a digital representation of PG&amp;E&#39;s entire grid and its 25,000+ miles of wire. This way, PG&amp;E can monitor the various components of the grid, and identify which of them need preventative maintenance.</li></ul><p><img src=\"https://static.tigerbbs.com/3db99337db4e48508064826092e69e90\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir YouTube</p><ul><li><b>Workflows</b>— PG&amp;E can leverage a common set of objects, actions, and relationships to develop custom workflows. Foundry enables PG&amp;E to manage workflows across the lifecycle of the grid including scenario modeling, work planning, scheduling, executing, operating, and closing.</li><li><b>Decision Orchestration</b>— Based on the new data that Foundry presented, PG&amp;E can now make more informed decisions to protect its grid. For instance, PG&amp;E can automate the switching on and off of certain devices in the grid, based on specific weather conditions, thus decreasing the likelihood of wildfires.</li></ul><p>Again, this is just one of many use cases. Foundry is applicable to other industries including auto racing, anti-money laundering, cryptocurrency, financial services, emerging startups, supply chains, telecommunications, and more.</p><p>Ultimately, Foundry aims to be the central operating system for modern commercial entities, replacing legacy data infrastructures and operating systems. Palantir has even gone as far as claiming that Foundry will be the next AWS in the coming decade.</p><p><img src=\"https://static.tigerbbs.com/0f4ac18bbb1849ffa347e4007eed824b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p><i><b>Apollo</b></i></p><p><b>Palantir Apollo is the operating system for continuous delivery</b>. Apollo serves as the software to manage, deploy, and maintain Gotham and Foundry worldwide, across virtually any environment. Before its launch, deploying Palantir&#39;s software involves manual installations, upgrades, and configurations, which is especially true for the non-tech savvy governmental organizations. Back in 2008, Palantir Gotham ran on-premises, which is time-consuming and not scalable, thus leading to few software upgrades or updates.</p><p>Fast forward to 2016, Palantir launched the cloud-based Foundry, which gained positive reception from its commercial customers. As such, Palantir also began offering Gotham through the cloud. This allowed for the continuous delivery of Palantir&#39;s user-facing products, and it is made possible through Apollo.</p><p><img src=\"https://static.tigerbbs.com/3006a9ff19bf075547fa85acddd820b8\" tg-width=\"1280\" tg-height=\"849\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Blog</p><p>Apollo is an autonomous software deployment platform. Developers merge code once and can deploy software across all environments from a single pane of glass. With Apollo, Palantir&#39;s software — whether it be initial setup, new features, or security updates — can be rapidly and securely delivered through on-premise data centers, classified networks, embedded edge devices, the cloud, and more. More importantly, Apollo enables Palantir to bring its SaaS offering to environments where no SaaS has gone before.</p><p><img src=\"https://static.tigerbbs.com/e219616cba00fa8a47698f84061a8030\" tg-width=\"1280\" tg-height=\"1198\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Apollo Documentation</p><p>With the ever-growing popularity of SaaS offerings, the launch of Apollo enhances Palantir&#39;s distribution prowess and market adoption. Not only that, but it also accelerates customers&#39; time to value as well as caters to a broader range of customers given the vast deployment options available.</p><p>With all that said, despite its somewhat secretive nature as a public company, it seems that Palantir&#39;s three platforms display top-level interoperability and security, setting high standards to be the central operating system of the modern world. Its 2-decade tenure, solid government exposure, and widening customer base are also testaments to its unique technology offering.</p><p><b>Market Opportunity</b></p><p>According to Palantir&#39;s S-1 Filing, its total addressable market (TAM) is about $113 billion, comprising $63 billion for the government segment and $56 billion for the commercial segment. Breaking it down further by geography, Palantir estimated that the TAM for the US government sector is $26 billion while the international government sector is estimated to be $37 billion in value.</p><p>These estimates were calculated back in 2020, and we all know that there have been several important developments over the last couple of years that could mean TAM expansion for Palantir (pandemic, Russia-Ukraine war, cryptocurrency acceptance, SPAC boom, supply chain constraints, etc.). Furthermore, Palantir has rolled out additional features to supplement its core software products, which should also expand its use cases and TAM.</p><p><img src=\"https://static.tigerbbs.com/f2373ea9af4511b7dc0d5862fb73bfcb\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p>It is important to note that Palantir competes first and for most, with internal software developers where companies usually attempt to build in-house data platforms from scratch. In the fast-changing modern world, companies want speed and certainty — building their own operating systems is too high of a risk to take. That&#39;s where the opportunity is for Palantir.</p><p>Industry analysts have also sized the Big Data Analytics market to reach $200 to $600 billion+ over the next few years. It is also worth mentioning that the US government total expenditures have been on a long-term upward trajectory, which means higher incremental budgets for defense and intelligence initiatives that can flow to Palantir Gotham.</p><p><img src=\"https://static.tigerbbs.com/c57322e7cbf95536c0156247a1279152\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Source: FRED Government Total Expenditures</p><p><b>Business Model</b></p><p>The company generates revenue from the sale of cloud-based subscriptions and on-premises subscriptions — both of these include ongoing operations and maintenance services. Revenue is generally recognized over the contract term on a ratable basis.</p><p>In addition, Palantir also generates revenue from professional services such as on-demand support, platform configurations, training, and data modeling support.</p><p>According to the S-1, Palantir&#39;s &#34;pricing is based primarily on the value that we anticipate our software platforms will produce for our customers.&#34; As such, pricing and customer billings vary from contract to contract.</p><p>Palantir also incorporates usage-based pricing for Foundry, thus allowing smaller commercial customers to use Foundry without breaking the bank. As these customers scale, Palantir stands to benefit from increased usage of its platform.</p><p><img src=\"https://static.tigerbbs.com/110e80db621909781b1018543e62944c\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p>Central to its business model is its Acquire-Expand-Scale strategy:</p><ul><li><b>Acquire</b>— Customers with less than $100,000 in Revenue belong in this category. The Acquire phase involves short-term pilot projects with little to no cost to customers, in an attempt to get them to experience Palantir&#39;s value proposition. Palantir operates at a loss during this phase. However, it is expected to generate significant Revenue over time. For example, the same customers in the 2020-Acquire cohort generated $36.8 million in 2021, as opposed to just $0.3 million in the previous year.</li><li><b>Expand</b>— Customers with more than $100,000 in Revenue but negative Contribution Margins, fall into this category. The Expand phase is where customers begin to realize Palantir&#39;s value proposition, and therefore, begin ramping up investments in the software. Similar to the Acquire phase, Palantir operates at a loss during the Expand phase. However, Revenue begins to scale at this stage. For instance, 2020-Expand cohort customers generated $83.3 million in 2021, as opposed to just $20.3 million in 2020. On the flip side, Contribution Margin for this cohort was (150)%.</li><li><b>Scale</b>— Customers with more than $100,000 in Revenue and positive Contribution Margins, belong in this category. In the Scale phase, Palantir&#39;s investment costs relative to Revenue drops as customers become self-sufficient. 2020-Scale cohort customers generated $1.3 billion in 2021, as compared to $1.1 billion in the prior year. Contribution Margin for this cohort was 63% for both 2020 and 2021.</li></ul><p>From this Acquire-Expand-Scale strategy, we can see why Palantir may incur short-term losses in exchange for robust, stable Revenue and Contribution Profit generation in the long term.</p><p><b>Growth</b></p><p>Q1 Revenue came in at $490 million, which is an increase of 31% YoY. As you can see, growth has decelerated over the last few quarters as Palantir grows over a larger base. Suffice to say, we are unlikely to see the 40%+ growth rates that investors are so accustomed to seeing. However, I believe Palantir has what it takes to at least produce 30%+ growth rates over the next few years as new and existing customers continue to adopt Palantir&#39;s breakthrough software.</p><p><img src=\"https://static.tigerbbs.com/7559544858a128c3016ab6450b35b368\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>As a supplemental metric, Billings — which is Revenue plus changes in Contract Liabilities — grew faster than overall Revenue. Contract Liabilities consist of Deferred Revenue and Customer Deposits that have not been recognized as Revenue. As such, the 35% growth in Billings means that there&#39;s higher Revenue Growth potential than meets the eye. This is supported by a 157% increase in the number of deals closed in Q1, which totaled 208 deals, compared to last year&#39;s 81 deals. Nonetheless, it is still a deceleration from prior quarters.</p><p><img src=\"https://static.tigerbbs.com/595648e598473dca2315f246c7651bf9\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>The slowdown in growth was primarily due to the lagging Government segment. Q1 Government Revenue was $242 million, up by only 16% YoY. According to the company&#39;s10-Q, virtually all of the Government Revenue growth came from existing customers as of Q4. The softness in Government Revenue is clearly a concern given that Palantir&#39;s bull thesis is closely tied to its relationship with government agencies. However, management did mention in the Q1 earnings call that Government Revenue is expected to reaccelerate in the next quarter:</p><blockquote>In the face of our customers&#39; challenges, we have and will continue to incur expenses prior to having contracts in the delivery of mission-critical capabilities. Following these investments, we expect acceleration of our U.S. government revenue into the second half of the year. In Q2 to date, we&#39;ve already seen the reacceleration of U.S. government revenue and expect<b>acceleration of the overall government segment to follow</b>in the next quarter or shortly thereafter — CFO Dave Glazer.</blockquote><p><img src=\"https://static.tigerbbs.com/e26c627c67284b3cc48993458f06aef7\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>On the other hand, Q1 Commercial Revenue growth remained robust, which saw a 54% YoY increase, to $205 million. This is the 5th straight quarter where Commercial Revenue accelerated. In the chart below, I&#39;ve included overall, US, and Non-US growth rates for reference. As you can see, US Commercial Revenue growth outpaced overall company growth, posting a whopping 136% YoY increase. Furthermore, management expects 2022 US Commercial Revenue to double YoY for the 3rd consecutive year, to $400 million+. This shows the increasing popularity and unmatched value proposition offered by Palantir Foundry.</p><p><img src=\"https://static.tigerbbs.com/a156be633835fada048f2b61c2a619b9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Taking a look at customer count, we can see why there are discrepancies between the two segments. As shown below, Palantir only added 4 new Government Customers, YoY. On the other hand, Palantir added 124 new Commercial Customers. It is also worth noting that despite US Commercial Customers making up 37% of total customer count, US Commercial Revenue only makes up 15% of Total Revenue. This shows high growth potential as Commercial Customers graduate from the Acquire, to Expand, to Scale phases.</p><p><img src=\"https://static.tigerbbs.com/0f97cf954faaae336cbf0de86d37cbab\" tg-width=\"640\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>On a side note, Revenue Per Top 20 Customer was $45 million, up 24% YoY. In addition, Net Dollar Retention rate was 124%, a drop from Q4&#39;s 131%. The softness in these metrics may yet be another indication that Palantir&#39;s growth has peaked.</p><p><img src=\"https://static.tigerbbs.com/525de0a8212ee91c6b520d7e32ed05c4\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>All in all, growth for Palantir as a whole remains robust, although we are seeing some significant slowdown in the Government department. However, Foundry and the Commercial segment seem to display a healthy pipeline, which should serve as the next growth engine for the company.</p><p><b>Profitability</b></p><p>Turning to the profitability of the company, Q1 Gross Profit was $352 million, which is a 79% Gross Margin. We can see that Gross Margins have been improving steadily over the last few quarters, demonstrating economies of scale within the business.</p><p><img src=\"https://static.tigerbbs.com/29f1c07a5d9b8546479cdfeae18d3f8c\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Contribution Profit — which is Gross Profit minus Sales &amp; Marketing Expenses but excludes Share-based Compensation (SBC) — was $252 million in Q1. This is a measure of operational efficiency in terms of deploying its software to customers. Q1 Contribution Margin was 57%, and you can see that it has trailed down as of lately. As discussed in the Business Model section, Contribution Margins are lower for customers in the Acquire and Expand phases. Since Palantir is currently focusing on acquiring new customers, especially in the Commercial realm, we can expect downward pressure on Contribution Margins in the short-to-medium term.</p><p><img src=\"https://static.tigerbbs.com/95a2cec84256bad8f80210ee7295163f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Operating Profit for the quarter was $(39) million, a (9)% Margin. On an Adjusted basis, Operating Profit was $117 million, a 26% Margin. Adjusted Operating Margin has been trending downwards due to management ramping up investments to market its software, including expanding its direct sales team. Management mentioned that this trend should continue in the foreseeable future.</p><p><img src=\"https://static.tigerbbs.com/4a40b6efb695a06694e560bb5ad6b9a7\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>As you may have guessed, the negative GAAP Operating Margin is due to heavy SBC. Despite a stabilization in SBC after its direct listing back in 2020 Q3, SBC as a % of Revenue remains high at 33% as of Q1. However, I expect SBC to continue to drop moving forward, possibly to the 10% level over time.</p><p><img src=\"https://static.tigerbbs.com/e566cfd69fb5fe4a2a65d9f854983283\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Q1 Net Income is much worse, which was $(101) million, a (23)% Margin. Adjusted Net Income, on the other hand, is positive at a 10% Margin.</p><p><img src=\"https://static.tigerbbs.com/a009de5afe198f34d587c05b0539f2e6\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>The poor Net Income performance relative to Operating Income is due to Palantir&#39;s realized and unrealized losses from Investments, namely the de-SPACed companies that Palantir partners with. Below are the companies that Palantir has invested in, including its corresponding amounts, as of Q4 2021. There are other SPAC investment commitments as of Q4 2021, but they may not have closed as some of these SPAC agreements did not fall through due to unfavorable market conditions. Nonetheless, some of these SPACs have lost a significant amount of their value relative to their NAV of $10 per share, which explains why Palantir&#39;s bottom line is significantly affected. Here are some examples:</p><ul><li>Lilium (LILM) — $2.69</li><li>Faraday Future (FFIE) — $2.50</li><li>Babylon Holdings (BBLN) — $1.16</li><li>Bird (BRDS) — $0.55</li><li>Wejo (WEJO) — $1.42</li></ul><p><img src=\"https://static.tigerbbs.com/a4d9a78021680283c989d7ccc40bc838\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2021 10-K</p><p>Overall, Palantir has strong earnings potential given its high Gross Margin profile. Furthermore, Gross Margin has been improving, demonstrating economies of scale. However, the company has yet to show operating leverage as management continues to reinvest back into the business. High SBC expenses and losses from investments are also issues to consider.</p><p>Financial Health</p><p>Despite GAAP unprofitability, Palantir has a fortress balance sheet as the company is already cash-flow positive. As of Q1, Palantir had $2.5 billion in Cash and Short-term Investments with $0.3 billion of Total Debt, mostly in the form of Operating Lease Liabilities. As such, Palantir has a Net Cash of around $2.3 billion. Current Ratio is also at a healthy level of 4.0x.</p><p>The company also has access to $500 million from its revolving credit facility, if need be. These funds remain undrawn.</p><p><img src=\"https://static.tigerbbs.com/d41882008b5ed6978a6b0ec4d7c25b63\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Palantir is already Free Cash Flow positive, generating $225 million of FCF in the last twelve months. FCF Margin dropped to just 5% in Q1, due to the timing of receipt of payments from customers, and timing of payments to vendors. The increase in Operating Expenses to scale the business is also a contributing factor to lower FCF Margins. However, there&#39;re reasons to believe that Palantir can achieve and sustain FCF Margins of 30%+ in the long run.</p><p><img src=\"https://static.tigerbbs.com/23c1ca2edf108ed2c6160197ceae15da\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Given its strong balance sheet and cash-generative nature, I do not anticipate any equity raises or risks of bankruptcy. Now that Palantir is a self-funded business, Palantir needs to manage SBC spending to create the shareholder value that many investors sought for.</p><p><b>Outlook</b></p><p>In terms of outlook, management provided the following Q2 guidance:</p><ul><li><b>Revenue</b>— $470 million, implying a 25% YoY growth. This is quite a slowdown from Q1&#39;s 31% growth. However, I believe this is the most conservative scenario as management cites &#34;a wide range of potential upside&#34; driven by &#34;developing geopolitical events&#34;. US Government Revenue is also expected to accelerate in the next quarter.</li><li><b>Adjusted Operating Margin</b>— 20%. This is a drop from Q1&#39;s 27% as management ramps up investments &#34;to support our customers&#39; mission in advance of anticipated contract awards&#34;.</li></ul><p>Longer-term, management expects a 27% Adjusted Operating Margin for FY2022. In addition, management reiterated their long-term Revenue guidance of 30%+ growth for this year and the next 3 years through 2025.</p><p>Looking at Palantir&#39;s Total Remaining Deal Value can also give us a rough idea of Palantir&#39;s Revenue Potential. As shown below, Total Remaining Deal Value was $3.5 billion in Q1, up 25% YoY. This is a $0.3 billion decrease QoQ, showing some weakness in deal creation at the moment. Nevertheless, the deal pipeline remains robust and that should support Palantir&#39;s growth story moving forward.</p><p><img src=\"https://static.tigerbbs.com/d836dce4a14c27f69b8470dfc6a8a771\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>As a public company, Palantir has also beaten analyst estimates in each and every quarter. This could be an assurance that Palantir will continue to outperform expectations.</p><p><img src=\"https://static.tigerbbs.com/b5bd8aa79eefcd7832922438f2a8e55b\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha</p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified 5 competitive advantages that Palantir possesses: technology, high barriers to entry, network effects, switching costs, and culture.</p><p><i><b>Technology</b></i></p><p>Despite being a publicly-traded company, Palantir is still considered to be one of those mysterious companies that many find difficult to understand. For me, I don&#39;t have a software engineering background, which makes the task of understanding Palantir&#39;s technological value proposition a real challenge. To make matters worst, Palantir&#39;s software has little coverage from industry analysts (Forrester, Gartner, Everest Group, etc.) and business software review sites (G2, etc.). The question is, how do we know if Palantir has a technological edge?</p><p>To answer that question, we can look at the types of deals and customers Palantir has established thus far. Below is a list of some of the deals that were signed in just the first half of 2022 alone. Mind you, these are not just some small-scale projects; these deals involve some of the largest and most important players in their respective industries. Such a strong deal pipeline speaks volumes about Palantir&#39;s technology moat.</p><ul><li>US Space Systems Command— $175 million contract value through March 2023.</li><li>Stellantis(STLA) — A leading automaker and mobility provider with $170 billion of Revenue in FY2021, will leverage Palantir&#39;s Foundry.</li><li>Trafigura— One of the largest multinational commodity trading companies that generated $231 billion of Revenue in FY2021, will collaborate with Palantir to develop a supply chain carbon emissions platform.</li><li>US Department of Health and Human Services— $90 million contract value for five years.</li><li>US Centers for Disease Control and Prevention— Customer since 2010. Extended partnership to modernize data management for disease monitoring and response.</li><li>Scuderia Ferrari— Customer since 2016. Extended partnership to utilize Foundry in Scuderia Ferrari’s Power Unit.</li><li>Hyundai Heavy Industries— The largest Korean auto manufacturer and Palantir will establish a big data platform for its business, with the potential of forming a joint venture to commercialize the platform.</li></ul><p><img src=\"https://static.tigerbbs.com/2b4ae5e82fb9bfea641536e37b499417\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p>Palantir has also been recognized as a Leader in the Dresner Wisdom of Crowds BI Market Study. Moreover, Palantir is part of FedRAMP, a government-wide program that empowers government agencies to adopt and use cloud services, particularly for information security and protection purposes. As of this writing, Palantir has 10 FedRAMP authorizations.</p><p><img src=\"https://static.tigerbbs.com/050365289a99536a27662fa1dd176c05\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\"/></p><p>Source: FedRAMP Marketplace</p><p><i><b>High Barriers to Entry</b></i></p><p>Building a central operating system of that caliber, of that complexity — that is trusted by key industry players — is no easy feat. It requires years and decades of investment, development, and refinement, and Palantir has been doing so for two decades, which gives them a strong head start. Based on my research, I haven&#39;t come across any other company that comes close to what Palantir offers. These things put together creates high barriers to entry for emerging players to compete effectively with Palantir.</p><p>Palantir is also one of the most active names in the government sector, amassing a total of 93 Government Customers. Keep in mind that building such a large network requires substantial due diligence, relationship building, and lobbying, some things that not many companies are able to do or afford. As such, as it pertains to the government business, Palantir is setting high barriers to entry that practically eliminates most competition.</p><p><i><b>Network Effects</b></i></p><p>Despite its mysterious nature, Palantir has recently made itsFoundryandApollodocumentation available to the general public. This will help individuals, companies, investors, and the media to understand Palantir&#39;s software better, which should increase publicity. More importantly, this development should spur discussions in the developer community, thus increasing awareness, and ultimately, the adoption of Palantir&#39;s products.</p><p>As mentioned earlier, Palantir has 200+ data connectors and it works with major cloud platforms such as AWS, Snowflake, and Google Cloud (GOOG), which have network effects of their own. Just recently, Palantir and Google Cloud announced their partnership to make Foundry available on Google Cloud and Google Cloud Marketplace. This gives Palantir access to Google Clouds customers, including PayPal (PYPL), Twitter (TWTR), and Etsy (ETSY).</p><p><img src=\"https://static.tigerbbs.com/c9d286b4cc95de37ff84302d2d926e0f\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Google Cloud</p><p>Not only that, but Palantir also works with other cloud infrastructure service providers, including the top 3 providers listed in the chart below. This should amplify product distribution, leading to powerful network effects.</p><p><img src=\"https://static.tigerbbs.com/e02e55b6a000113eba8685b42c54c009\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>Source: Statista</p><p>On a side note, Palantir has also partnered with Carahsoft, which creates a channel program to increase Palantir&#39;s reach within the US Federal sector, solidifying its position in the government side of the business. One more thing, Palantir has also recently launched the Palantir Certification Program, encouraging users to learn how to use Foundry as well as highlight their technical expertise in Foundry.</p><p>Because of all the developments mentioned above, powerful network effects should ensue.</p><p><i><b>Switching Costs</b></i></p><p>Through its Acquire-Expand-Scale business strategy, Palantir inevitably creates high switching costs among its customers. As customers graduate to the Expand and Scale phases, they have already invested millions in the platform and experienced the full benefit of Palantir&#39;s central operating systems. As a reminder, Palantir offers a software infrastructure for data and operations, and infrastructures are very difficult to replace.</p><p>Let&#39;s take a look at an example. In 2016, through a Palantir-Airbus partnership, the aviation platform Skywise was formed. Skywise also serves as the medium to distribute Foundry across the aviation industry. Today, Skywise connects more than 9,000 aircraft across more than 100 airlines on the platform. If Airbus decides to abandon this program, the entire aviation value chain would be in a state of limbo, and that is something 100+ airlines would not want to deal with.</p><p><img src=\"https://static.tigerbbs.com/2562e7b0ef3dc91801f7bd972f33533a\" tg-width=\"1024\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/></p><p>Source: Harvard Business Review</p><p>Put simply, once customers use Palantir&#39;s software, they are hooked into it for the long run as switching providers (if there&#39;s even a solution better than what Palantir provides) would mean a radical change in the customers&#39; data/operations infrastructure. Moreover, developing in-house operating systems from scratch is difficult, time-consuming, and costly. In other words, customers would rather avoid the high switching costs and opportunity costs associated with replacing Palantir&#39;s operating system.</p><p><i><b>Culture</b></i></p><p>Palantir has a high Glassdoor rating of 4.3/5.0 with 79% of reviewers citing a &#34;Positive Business Outlook&#34; for the company.</p><p><img src=\"https://static.tigerbbs.com/e02901a6d5e0d6d927216ba38413df09\" tg-width=\"640\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>Source: Glassdoor</p><p>Palantir is also founder-led, with the brilliant, eccentric, and visionary CEO Alex Karp at the helm of the company since day one. According to Comparably, Alex Karp is also a Top 5% based on 680 ratings. Alex Karp and co. are some of the most mission-critical people I get the pleasure of witnessing. And Palantirians are on board with management — the numbers speak for themselves.</p><p><img src=\"https://static.tigerbbs.com/f0d1db087f00e95b151d7f55a4be71e2\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Source: Comparably</p><p><b>Valuation</b></p><p>The last few quarters have been one of the most difficult times for growth investors. Growth stocks have lost 50%-90%+ of their values as raging inflation, rising interest rates, and quantitative tightening punish all things growth stocks. Palantir has not been spared from this rout. Since November 2021, Palantir has lost 70% of its value.</p><p>In terms of EV/Sales, Palantir traded as high as 50x. Today, it trades at just 6.9x. In terms of EV/Gross Profit, Palantir traded as high as 100x. Today, it trades at just 11.3x.</p><p><img src=\"https://static.tigerbbs.com/02063016a5eb93f0b0775684657b9598\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Source: Koyfin</p><p>After the selloff, Palantir now trades at a market cap of roughly $16 billion. To put further context to this number, investors can buy Palantir at a cheaper valuation than its 2015 funding round, which closed at a $20 billion valuation.</p><p>While the stock may look cheap today, further downside is possible given recession fears, raging inflation, rising interest rates, supply chain constraints, and a slowdown in growth. However, there seems to be a large margin of safety for long-term investors interested in partnering up with a high-quality, wide-moat business with a long growth runway ahead.</p><p><b>Catalysts</b></p><ul><li><b>GAAP Profitability</b>— Perhaps, one of the biggest milestones that Palantir can achieve is GAAP profitability. Much of the bear theses against Palantir is the insurmountable losses on a GAAP basis. Sure, Palantir is already profitable on a Non-GAAP and FCF basis, but in the long term, stock prices go up based on improvements in the bottom line of the income statement as well as the strong non-dilutive cash flow generation of the company. As such, flipping into GAAP profitability will most likely be a boost to Palantir&#39;s bull thesis.</li><li><b>Government Reacceleration</b>— As mentioned earlier, Palantir&#39;s growth story is largely predicated on its ability to retain and expand its ecosystem of government customers. As we have seen over the last few quarters, Government Revenue growth has decelerated to head-scratching levels. To recall, Q4 and Q1 Government Revenue growth was only 26% and 16%, respectively. Such a huge deceleration is probably the reason whyArk Invest dumped shares of Palantir. Despite the plateau in the Government segment, management does expect growth in the segment to reaccelerate in the next quarter. Returning to consistent 20%-30%+ growth in this department should welcome more bulls into the camp.</li><li><b>Buyback Program</b>— A big concern at the back of some investors&#39; minds is the fact that there have been no insider purchases ever since Palantir went public. Instead, we&#39;re only seeing selling after selling by insiders. That is certainly not a confidence booster for investors. However, given the recent selloff of the stock, management may be inclined to put their capital to good use. With Palantir&#39;s large cash in hand of $2.5 billion, management may start a share repurchase program, a well-needed silver lining during what seemed to be the gloomiest market environment we&#39;ve seen since the dot-com bubble and great financial crisis.</li></ul><p><b>Risks</b></p><ul><li><b>Revenue Concentration</b>— In FY2020 and FY2021, Palantir&#39;s top three customers accounted for 25% and 18% of total Revenue. While Revenue concentration is getting better, it is still a risk worth considering. On a side note, Palantir has a long sales cycle of six months to more than a year. Therefore, if Palantir loses major customers, it will take time for the company to recoup the losses as a result of customers leaving the platform.</li><li><b>SPAC Investments</b>— During the Q1 earnings call, management mentioned that Revenue contribution from SPAC investments is expected to be about $30 million per quarter. That is an annual run rate of $120 million. With that said, some of these de-SPACed companies are trading like penny stocks. Most of these companies are also unprofitable and worse, some of them are concept companies generating zero Revenue. As such, there&#39;s a strong likelihood that some of them will eventually go bankrupt. When this happens, Palantir&#39;s: 1) Revenue is negatively affected, 2) customer count decreases, and 3) earnings per share takes a hit as the company faces higher losses from investments.</li><li><b>Dilution</b>— This is perhaps the most controversial topic when it comes to investing in Palantir. While SBC as a % of Revenue is gradually improving, there&#39;s no denying that SBC spending has been high and continues to be high. This makes dilution a real problem, no matter how much growth the company can bring into the business. As shown below, Shares Outstanding more than tripled in the last two years.</li></ul><p><img src=\"https://static.tigerbbs.com/ff17e5bbcda87aa888bacd421bbaad77\" tg-width=\"640\" tg-height=\"46\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha</p><p><b>Conclusion</b></p><p>Palantir is building the central operating system for the modern world, powered by its three platforms: Gotham, Foundry, and Apollo. The company is posting strong growth numbers, particularly fueled by its Commercial segment, which will be the primary driving force of growth in the years to come. On the other hand, the Government segment is showing some weakness, although management expects a reacceleration of growth in that department. Nevertheless, Palantir has technology, network effects, switching costs, high barriers to entry, and culture moats that should support its growth trajectory.</p><p>The past few months have not been easy for the stock, but the valuation reset is well needed and I think it has overshot to the downside. While we may see new lows due to a tough macro environment and the risks mentioned above, I believe there&#39;s a substantial margin of safety for long-term investors. I believe it is an opportune time to accumulate shares of this high-quality, wide-moat, black box company.</p><p>Thank you for reading my Palantir deep dive.</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: The Black Box Company</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 Black Box Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 13:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519420-palantir-stock-selloff-overdone-robust-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGround Zero led to Zero to One — One being Palantir.Palantir is building the central operating system of the modern world.Growth remains robust, particularly in its Commercial segment, which ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519420-palantir-stock-selloff-overdone-robust-growth\">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/4519420-palantir-stock-selloff-overdone-robust-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178592634","content_text":"SummaryGround Zero led to Zero to One — One being Palantir.Palantir is building the central operating system of the modern world.Growth remains robust, particularly in its Commercial segment, which will be the main growth engine for the company in the next decade.Dilution and GAAP unprofitability remain the biggest risks, especially so in this kind of market environment.Although we may see further downside, the selloff seems to be overdone. Palantir is a buy.Given the complexity and mysterious nature of the business, this Palantir (NYSE:PLTR) deep dive is probably the most difficult piece that I've written compared to other company deep dives that I've covered so far. I hope you find value in this article. Enjoy!Investment ThesisPalantir: the meme stock, the cult stock, the black box company. There's a lot of chatter about Palantir on the Internet and I've come to notice that there's a lot of love and hate for the company. Regardless of what others say, it is undeniable that Palantir is one of the most mission-critical companies today.Palantir is building the central operating system of the modern world, turning chaos into order. The ultimate bull thesis is that Palantir will replace legacy data and operations infrastructure, and Palantir's technology and management are more than capable of achieving this ambition.The selloff has also created a wonderful opportunity to accumulate shares of Palantir. Palantir is a Buy at these levels.Value PropositionOn 11th September 2001, 19 terrorists hijacked four commercial airlines during what seemed to be a normal working day for corporate America. What followed left the world at a standstill — things happened so slowly and so quickly that billions of people all over the globe were paralyzed by what they were seeing on their TV screens.Two planes struck both the North and South Towers of the World Trade Center, only to leave both skyscrapers crumbling down a few hours later. Another plane crashed on the west side of The Pentagon, the home of the US Department of Defense, which left question marks on the true strength of the US military. The last plane, fortunately, failed to demolish its intended building target as a passenger steered the plane to an open field.2,977 people lost their lives that day.Undoubtedly, 9/11 left a huge scar on America. For one, the World Trade Center crash site was dubbed Ground Zero. While America work its way to recover and regain its confidence after the attacks, five entrepreneurs — Peter Thiel, Joe Lonsdale, Stephen Cohen, Nathan Gettings, and Alex Karp — joined forces to form Palantir. The name of the company resembles palantíri or \"seeing stones\" from the movie The Lord of the Rings. These stones were balls of crystal that enable the users to communicate with one another and to see afar, much like what Palantir was designed to do — to identify, anticipate, and prevent future attacks.In essence, Ground Zero became the stepping stone to Zero to One—One being Palantir.This is a good segway to the first topic of this article: what does Palantir do as a business?In a nutshell, Palantir builds and deploys the foundational software of tomorrow that serves as the central operating system for its customers.Traditionally, government and commercial institutions need to invest millions and even billions of dollars to build their own digital infrastructures, enterprise data warehouses, and digital twin models, which are incredibly difficult, complex, and risky to execute. But for Palantir, the more difficult, complex, and risky it is, the bigger the opportunity and the more likely it is for Palantir to succeed.With that in mind, Palantir aims to help organizations to accelerate their digital transformation by integrating their data, decisions, and operations at scale. In other words, Palantir is a big data platform that helps companies make sense of their data to make data-driven decisions.This is achieved through Palantir's three core products: Gotham, Foundry, and Apollo.GothamPalantir Gotham is the operating system for government decision-making. It has been used by government agencies including the USIC, NSA, FBI, CDC, and Air force to combat terrorism and analyze various highly-sensitive, highly-confidential matters. Rumors have also surfaced about Palantir Gotham playing a certain role in helping the US Navy SEALs locate and assassinate former Al-Qaeda leader, Osama bin Laden.Source: Palantir WebsiteAside from government agencies, financial institutions have also adopted Gotham specifically for fraud detection and investigations.Gotham leverages artificial intelligence to identify patterns, threats, and hidden information deep within cluttered datasets. At the same time, machine learning embedded in its software provides continuous feedback loops which improve its models over time, allowing for smarter and faster decision-making.Given that Gotham caters specifically to government functions, not much information has been published regarding its technology, thus the black-box nature of the overall business. The company's S-1 filing does cover a few features but it is quite vague, to say the least. On one hand, we can look at Palantir's commercial product, Foundry, to at least get some level of understanding of how Gotham works.FoundryPalantir Foundry is the operating system for modern enterprises. Foundry has an open architecture and it integrates siloed data sources, analytics, and teams into a common foundation.Source: Palantir WebsiteThere are 5 layers to the Foundry stack, with each layer bridging the gap between data analytics and operational decision-making:Data Integration— Foundry utilizes 200+ data connectors to integrate different data sources, data lakes, and data warehouses across the enterprise, across different types of data points including structured, unstructured, streaming, IoT, transactional, geospatial data, and more.Model Integration— Customers can integrate business logic and models by using Foundry's open, interoperable architecture along with third-party models like Snowflake (SNOW), Microsoft Azure (MSFT), and AWS (AMZN). Foundry can extend these third-party platforms into operations with bi-directional data syncs to ensure that Foundry is always in sync with those existing data systems.Ontology— Foundry connects all the data and models, and brings them together into a common foundation that can be used by the entire organization. This is called the Ontology and it is the operational layer of the organization. The Ontology connects all the digital assets (data and models) to their real-world counterparts (such as equipment, products, and customer orders), forming a digital twin of the enterprise that users can interact with.Workflows— With the Ontology in place, users can develop custom workflows or use out-of-the-box applications. As more and more objects, actions, and workflows are added, the shared Ontology evolves over time with greater operational knowledge.Decision Orchestration— After integrating all the historically siloed data and models, Foundry enables users to take actionable and insightful decisions, whether through manual operations, simulations, or AI.While this may be an oversimplified explanation of the Foundry platform, it does give us a rough idea of how Foundry works. Perhaps, we can take a look at a case study to get a better grasp of what Foundry does.For example, here's how one of the largest utility companies in the US, PG&E, uses Foundry:Data Integration— PG&E is facing a massive climate threat as global warming increases the risks of wildfire breakouts. As such, the company needs to leverage the 8-10 billion data points it receives every single day to operate a safe and reliable energy system. Foundry helps to aggregate and make sense of these data.Model Integration— Palantir has an open architecture that allows PG&E to integrate Foundry and other third-party models into a single platform. This enables PG&E to utilize all the models and data across various platforms, which ultimately gives richer datasets to combat wildfires.Ontology— PG&E has launched the Enhanced Powerline Safety Settings to protect the grid and prevent wildfires. By integrating equipment health data, geospatial location, and network topology, Foundry is able to create a digital representation of PG&E's entire grid and its 25,000+ miles of wire. This way, PG&E can monitor the various components of the grid, and identify which of them need preventative maintenance.Source: Palantir YouTubeWorkflows— PG&E can leverage a common set of objects, actions, and relationships to develop custom workflows. Foundry enables PG&E to manage workflows across the lifecycle of the grid including scenario modeling, work planning, scheduling, executing, operating, and closing.Decision Orchestration— Based on the new data that Foundry presented, PG&E can now make more informed decisions to protect its grid. For instance, PG&E can automate the switching on and off of certain devices in the grid, based on specific weather conditions, thus decreasing the likelihood of wildfires.Again, this is just one of many use cases. Foundry is applicable to other industries including auto racing, anti-money laundering, cryptocurrency, financial services, emerging startups, supply chains, telecommunications, and more.Ultimately, Foundry aims to be the central operating system for modern commercial entities, replacing legacy data infrastructures and operating systems. Palantir has even gone as far as claiming that Foundry will be the next AWS in the coming decade.Source: Palantir FY2022 Q1 Investor PresentationApolloPalantir Apollo is the operating system for continuous delivery. Apollo serves as the software to manage, deploy, and maintain Gotham and Foundry worldwide, across virtually any environment. Before its launch, deploying Palantir's software involves manual installations, upgrades, and configurations, which is especially true for the non-tech savvy governmental organizations. Back in 2008, Palantir Gotham ran on-premises, which is time-consuming and not scalable, thus leading to few software upgrades or updates.Fast forward to 2016, Palantir launched the cloud-based Foundry, which gained positive reception from its commercial customers. As such, Palantir also began offering Gotham through the cloud. This allowed for the continuous delivery of Palantir's user-facing products, and it is made possible through Apollo.Source: Palantir BlogApollo is an autonomous software deployment platform. Developers merge code once and can deploy software across all environments from a single pane of glass. With Apollo, Palantir's software — whether it be initial setup, new features, or security updates — can be rapidly and securely delivered through on-premise data centers, classified networks, embedded edge devices, the cloud, and more. More importantly, Apollo enables Palantir to bring its SaaS offering to environments where no SaaS has gone before.Source: Palantir Apollo DocumentationWith the ever-growing popularity of SaaS offerings, the launch of Apollo enhances Palantir's distribution prowess and market adoption. Not only that, but it also accelerates customers' time to value as well as caters to a broader range of customers given the vast deployment options available.With all that said, despite its somewhat secretive nature as a public company, it seems that Palantir's three platforms display top-level interoperability and security, setting high standards to be the central operating system of the modern world. Its 2-decade tenure, solid government exposure, and widening customer base are also testaments to its unique technology offering.Market OpportunityAccording to Palantir's S-1 Filing, its total addressable market (TAM) is about $113 billion, comprising $63 billion for the government segment and $56 billion for the commercial segment. Breaking it down further by geography, Palantir estimated that the TAM for the US government sector is $26 billion while the international government sector is estimated to be $37 billion in value.These estimates were calculated back in 2020, and we all know that there have been several important developments over the last couple of years that could mean TAM expansion for Palantir (pandemic, Russia-Ukraine war, cryptocurrency acceptance, SPAC boom, supply chain constraints, etc.). Furthermore, Palantir has rolled out additional features to supplement its core software products, which should also expand its use cases and TAM.Source: Palantir FY2022 Q1 Investor PresentationIt is important to note that Palantir competes first and for most, with internal software developers where companies usually attempt to build in-house data platforms from scratch. In the fast-changing modern world, companies want speed and certainty — building their own operating systems is too high of a risk to take. That's where the opportunity is for Palantir.Industry analysts have also sized the Big Data Analytics market to reach $200 to $600 billion+ over the next few years. It is also worth mentioning that the US government total expenditures have been on a long-term upward trajectory, which means higher incremental budgets for defense and intelligence initiatives that can flow to Palantir Gotham.Source: FRED Government Total ExpendituresBusiness ModelThe company generates revenue from the sale of cloud-based subscriptions and on-premises subscriptions — both of these include ongoing operations and maintenance services. Revenue is generally recognized over the contract term on a ratable basis.In addition, Palantir also generates revenue from professional services such as on-demand support, platform configurations, training, and data modeling support.According to the S-1, Palantir's \"pricing is based primarily on the value that we anticipate our software platforms will produce for our customers.\" As such, pricing and customer billings vary from contract to contract.Palantir also incorporates usage-based pricing for Foundry, thus allowing smaller commercial customers to use Foundry without breaking the bank. As these customers scale, Palantir stands to benefit from increased usage of its platform.Source: Palantir FY2022 Q1 Investor PresentationCentral to its business model is its Acquire-Expand-Scale strategy:Acquire— Customers with less than $100,000 in Revenue belong in this category. The Acquire phase involves short-term pilot projects with little to no cost to customers, in an attempt to get them to experience Palantir's value proposition. Palantir operates at a loss during this phase. However, it is expected to generate significant Revenue over time. For example, the same customers in the 2020-Acquire cohort generated $36.8 million in 2021, as opposed to just $0.3 million in the previous year.Expand— Customers with more than $100,000 in Revenue but negative Contribution Margins, fall into this category. The Expand phase is where customers begin to realize Palantir's value proposition, and therefore, begin ramping up investments in the software. Similar to the Acquire phase, Palantir operates at a loss during the Expand phase. However, Revenue begins to scale at this stage. For instance, 2020-Expand cohort customers generated $83.3 million in 2021, as opposed to just $20.3 million in 2020. On the flip side, Contribution Margin for this cohort was (150)%.Scale— Customers with more than $100,000 in Revenue and positive Contribution Margins, belong in this category. In the Scale phase, Palantir's investment costs relative to Revenue drops as customers become self-sufficient. 2020-Scale cohort customers generated $1.3 billion in 2021, as compared to $1.1 billion in the prior year. Contribution Margin for this cohort was 63% for both 2020 and 2021.From this Acquire-Expand-Scale strategy, we can see why Palantir may incur short-term losses in exchange for robust, stable Revenue and Contribution Profit generation in the long term.GrowthQ1 Revenue came in at $490 million, which is an increase of 31% YoY. As you can see, growth has decelerated over the last few quarters as Palantir grows over a larger base. Suffice to say, we are unlikely to see the 40%+ growth rates that investors are so accustomed to seeing. However, I believe Palantir has what it takes to at least produce 30%+ growth rates over the next few years as new and existing customers continue to adopt Palantir's breakthrough software.Source: Palantir Investor Relations and Author's AnalysisAs a supplemental metric, Billings — which is Revenue plus changes in Contract Liabilities — grew faster than overall Revenue. Contract Liabilities consist of Deferred Revenue and Customer Deposits that have not been recognized as Revenue. As such, the 35% growth in Billings means that there's higher Revenue Growth potential than meets the eye. This is supported by a 157% increase in the number of deals closed in Q1, which totaled 208 deals, compared to last year's 81 deals. Nonetheless, it is still a deceleration from prior quarters.Source: Palantir Investor Relations and Author's AnalysisThe slowdown in growth was primarily due to the lagging Government segment. Q1 Government Revenue was $242 million, up by only 16% YoY. According to the company's10-Q, virtually all of the Government Revenue growth came from existing customers as of Q4. The softness in Government Revenue is clearly a concern given that Palantir's bull thesis is closely tied to its relationship with government agencies. However, management did mention in the Q1 earnings call that Government Revenue is expected to reaccelerate in the next quarter:In the face of our customers' challenges, we have and will continue to incur expenses prior to having contracts in the delivery of mission-critical capabilities. Following these investments, we expect acceleration of our U.S. government revenue into the second half of the year. In Q2 to date, we've already seen the reacceleration of U.S. government revenue and expectacceleration of the overall government segment to followin the next quarter or shortly thereafter — CFO Dave Glazer.Source: Palantir Investor Relations and Author's AnalysisOn the other hand, Q1 Commercial Revenue growth remained robust, which saw a 54% YoY increase, to $205 million. This is the 5th straight quarter where Commercial Revenue accelerated. In the chart below, I've included overall, US, and Non-US growth rates for reference. As you can see, US Commercial Revenue growth outpaced overall company growth, posting a whopping 136% YoY increase. Furthermore, management expects 2022 US Commercial Revenue to double YoY for the 3rd consecutive year, to $400 million+. This shows the increasing popularity and unmatched value proposition offered by Palantir Foundry.Source: Palantir Investor Relations and Author's AnalysisTaking a look at customer count, we can see why there are discrepancies between the two segments. As shown below, Palantir only added 4 new Government Customers, YoY. On the other hand, Palantir added 124 new Commercial Customers. It is also worth noting that despite US Commercial Customers making up 37% of total customer count, US Commercial Revenue only makes up 15% of Total Revenue. This shows high growth potential as Commercial Customers graduate from the Acquire, to Expand, to Scale phases.Source: Palantir Investor Relations and Author's AnalysisOn a side note, Revenue Per Top 20 Customer was $45 million, up 24% YoY. In addition, Net Dollar Retention rate was 124%, a drop from Q4's 131%. The softness in these metrics may yet be another indication that Palantir's growth has peaked.Source: Palantir Investor Relations and Author's AnalysisAll in all, growth for Palantir as a whole remains robust, although we are seeing some significant slowdown in the Government department. However, Foundry and the Commercial segment seem to display a healthy pipeline, which should serve as the next growth engine for the company.ProfitabilityTurning to the profitability of the company, Q1 Gross Profit was $352 million, which is a 79% Gross Margin. We can see that Gross Margins have been improving steadily over the last few quarters, demonstrating economies of scale within the business.Source: Palantir Investor Relations and Author's AnalysisContribution Profit — which is Gross Profit minus Sales & Marketing Expenses but excludes Share-based Compensation (SBC) — was $252 million in Q1. This is a measure of operational efficiency in terms of deploying its software to customers. Q1 Contribution Margin was 57%, and you can see that it has trailed down as of lately. As discussed in the Business Model section, Contribution Margins are lower for customers in the Acquire and Expand phases. Since Palantir is currently focusing on acquiring new customers, especially in the Commercial realm, we can expect downward pressure on Contribution Margins in the short-to-medium term.Source: Palantir Investor Relations and Author's AnalysisOperating Profit for the quarter was $(39) million, a (9)% Margin. On an Adjusted basis, Operating Profit was $117 million, a 26% Margin. Adjusted Operating Margin has been trending downwards due to management ramping up investments to market its software, including expanding its direct sales team. Management mentioned that this trend should continue in the foreseeable future.Source: Palantir Investor Relations and Author's AnalysisAs you may have guessed, the negative GAAP Operating Margin is due to heavy SBC. Despite a stabilization in SBC after its direct listing back in 2020 Q3, SBC as a % of Revenue remains high at 33% as of Q1. However, I expect SBC to continue to drop moving forward, possibly to the 10% level over time.Source: Palantir Investor Relations and Author's AnalysisQ1 Net Income is much worse, which was $(101) million, a (23)% Margin. Adjusted Net Income, on the other hand, is positive at a 10% Margin.Source: Palantir Investor Relations and Author's AnalysisThe poor Net Income performance relative to Operating Income is due to Palantir's realized and unrealized losses from Investments, namely the de-SPACed companies that Palantir partners with. Below are the companies that Palantir has invested in, including its corresponding amounts, as of Q4 2021. There are other SPAC investment commitments as of Q4 2021, but they may not have closed as some of these SPAC agreements did not fall through due to unfavorable market conditions. Nonetheless, some of these SPACs have lost a significant amount of their value relative to their NAV of $10 per share, which explains why Palantir's bottom line is significantly affected. Here are some examples:Lilium (LILM) — $2.69Faraday Future (FFIE) — $2.50Babylon Holdings (BBLN) — $1.16Bird (BRDS) — $0.55Wejo (WEJO) — $1.42Source: Palantir FY2021 10-KOverall, Palantir has strong earnings potential given its high Gross Margin profile. Furthermore, Gross Margin has been improving, demonstrating economies of scale. However, the company has yet to show operating leverage as management continues to reinvest back into the business. High SBC expenses and losses from investments are also issues to consider.Financial HealthDespite GAAP unprofitability, Palantir has a fortress balance sheet as the company is already cash-flow positive. As of Q1, Palantir had $2.5 billion in Cash and Short-term Investments with $0.3 billion of Total Debt, mostly in the form of Operating Lease Liabilities. As such, Palantir has a Net Cash of around $2.3 billion. Current Ratio is also at a healthy level of 4.0x.The company also has access to $500 million from its revolving credit facility, if need be. These funds remain undrawn.Source: Palantir Investor Relations and Author's AnalysisPalantir is already Free Cash Flow positive, generating $225 million of FCF in the last twelve months. FCF Margin dropped to just 5% in Q1, due to the timing of receipt of payments from customers, and timing of payments to vendors. The increase in Operating Expenses to scale the business is also a contributing factor to lower FCF Margins. However, there're reasons to believe that Palantir can achieve and sustain FCF Margins of 30%+ in the long run.Source: Palantir Investor Relations and Author's AnalysisGiven its strong balance sheet and cash-generative nature, I do not anticipate any equity raises or risks of bankruptcy. Now that Palantir is a self-funded business, Palantir needs to manage SBC spending to create the shareholder value that many investors sought for.OutlookIn terms of outlook, management provided the following Q2 guidance:Revenue— $470 million, implying a 25% YoY growth. This is quite a slowdown from Q1's 31% growth. However, I believe this is the most conservative scenario as management cites \"a wide range of potential upside\" driven by \"developing geopolitical events\". US Government Revenue is also expected to accelerate in the next quarter.Adjusted Operating Margin— 20%. This is a drop from Q1's 27% as management ramps up investments \"to support our customers' mission in advance of anticipated contract awards\".Longer-term, management expects a 27% Adjusted Operating Margin for FY2022. In addition, management reiterated their long-term Revenue guidance of 30%+ growth for this year and the next 3 years through 2025.Looking at Palantir's Total Remaining Deal Value can also give us a rough idea of Palantir's Revenue Potential. As shown below, Total Remaining Deal Value was $3.5 billion in Q1, up 25% YoY. This is a $0.3 billion decrease QoQ, showing some weakness in deal creation at the moment. Nevertheless, the deal pipeline remains robust and that should support Palantir's growth story moving forward.Source: Palantir Investor Relations and Author's AnalysisAs a public company, Palantir has also beaten analyst estimates in each and every quarter. This could be an assurance that Palantir will continue to outperform expectations.Source: Seeking AlphaCompetitive MoatsBased on my research and analysis, I identified 5 competitive advantages that Palantir possesses: technology, high barriers to entry, network effects, switching costs, and culture.TechnologyDespite being a publicly-traded company, Palantir is still considered to be one of those mysterious companies that many find difficult to understand. For me, I don't have a software engineering background, which makes the task of understanding Palantir's technological value proposition a real challenge. To make matters worst, Palantir's software has little coverage from industry analysts (Forrester, Gartner, Everest Group, etc.) and business software review sites (G2, etc.). The question is, how do we know if Palantir has a technological edge?To answer that question, we can look at the types of deals and customers Palantir has established thus far. Below is a list of some of the deals that were signed in just the first half of 2022 alone. Mind you, these are not just some small-scale projects; these deals involve some of the largest and most important players in their respective industries. Such a strong deal pipeline speaks volumes about Palantir's technology moat.US Space Systems Command— $175 million contract value through March 2023.Stellantis(STLA) — A leading automaker and mobility provider with $170 billion of Revenue in FY2021, will leverage Palantir's Foundry.Trafigura— One of the largest multinational commodity trading companies that generated $231 billion of Revenue in FY2021, will collaborate with Palantir to develop a supply chain carbon emissions platform.US Department of Health and Human Services— $90 million contract value for five years.US Centers for Disease Control and Prevention— Customer since 2010. Extended partnership to modernize data management for disease monitoring and response.Scuderia Ferrari— Customer since 2016. Extended partnership to utilize Foundry in Scuderia Ferrari’s Power Unit.Hyundai Heavy Industries— The largest Korean auto manufacturer and Palantir will establish a big data platform for its business, with the potential of forming a joint venture to commercialize the platform.Source: Palantir FY2022 Q1 Investor PresentationPalantir has also been recognized as a Leader in the Dresner Wisdom of Crowds BI Market Study. Moreover, Palantir is part of FedRAMP, a government-wide program that empowers government agencies to adopt and use cloud services, particularly for information security and protection purposes. As of this writing, Palantir has 10 FedRAMP authorizations.Source: FedRAMP MarketplaceHigh Barriers to EntryBuilding a central operating system of that caliber, of that complexity — that is trusted by key industry players — is no easy feat. It requires years and decades of investment, development, and refinement, and Palantir has been doing so for two decades, which gives them a strong head start. Based on my research, I haven't come across any other company that comes close to what Palantir offers. These things put together creates high barriers to entry for emerging players to compete effectively with Palantir.Palantir is also one of the most active names in the government sector, amassing a total of 93 Government Customers. Keep in mind that building such a large network requires substantial due diligence, relationship building, and lobbying, some things that not many companies are able to do or afford. As such, as it pertains to the government business, Palantir is setting high barriers to entry that practically eliminates most competition.Network EffectsDespite its mysterious nature, Palantir has recently made itsFoundryandApollodocumentation available to the general public. This will help individuals, companies, investors, and the media to understand Palantir's software better, which should increase publicity. More importantly, this development should spur discussions in the developer community, thus increasing awareness, and ultimately, the adoption of Palantir's products.As mentioned earlier, Palantir has 200+ data connectors and it works with major cloud platforms such as AWS, Snowflake, and Google Cloud (GOOG), which have network effects of their own. Just recently, Palantir and Google Cloud announced their partnership to make Foundry available on Google Cloud and Google Cloud Marketplace. This gives Palantir access to Google Clouds customers, including PayPal (PYPL), Twitter (TWTR), and Etsy (ETSY).Source: Google CloudNot only that, but Palantir also works with other cloud infrastructure service providers, including the top 3 providers listed in the chart below. This should amplify product distribution, leading to powerful network effects.Source: StatistaOn a side note, Palantir has also partnered with Carahsoft, which creates a channel program to increase Palantir's reach within the US Federal sector, solidifying its position in the government side of the business. One more thing, Palantir has also recently launched the Palantir Certification Program, encouraging users to learn how to use Foundry as well as highlight their technical expertise in Foundry.Because of all the developments mentioned above, powerful network effects should ensue.Switching CostsThrough its Acquire-Expand-Scale business strategy, Palantir inevitably creates high switching costs among its customers. As customers graduate to the Expand and Scale phases, they have already invested millions in the platform and experienced the full benefit of Palantir's central operating systems. As a reminder, Palantir offers a software infrastructure for data and operations, and infrastructures are very difficult to replace.Let's take a look at an example. In 2016, through a Palantir-Airbus partnership, the aviation platform Skywise was formed. Skywise also serves as the medium to distribute Foundry across the aviation industry. Today, Skywise connects more than 9,000 aircraft across more than 100 airlines on the platform. If Airbus decides to abandon this program, the entire aviation value chain would be in a state of limbo, and that is something 100+ airlines would not want to deal with.Source: Harvard Business ReviewPut simply, once customers use Palantir's software, they are hooked into it for the long run as switching providers (if there's even a solution better than what Palantir provides) would mean a radical change in the customers' data/operations infrastructure. Moreover, developing in-house operating systems from scratch is difficult, time-consuming, and costly. In other words, customers would rather avoid the high switching costs and opportunity costs associated with replacing Palantir's operating system.CulturePalantir has a high Glassdoor rating of 4.3/5.0 with 79% of reviewers citing a \"Positive Business Outlook\" for the company.Source: GlassdoorPalantir is also founder-led, with the brilliant, eccentric, and visionary CEO Alex Karp at the helm of the company since day one. According to Comparably, Alex Karp is also a Top 5% based on 680 ratings. Alex Karp and co. are some of the most mission-critical people I get the pleasure of witnessing. And Palantirians are on board with management — the numbers speak for themselves.Source: ComparablyValuationThe last few quarters have been one of the most difficult times for growth investors. Growth stocks have lost 50%-90%+ of their values as raging inflation, rising interest rates, and quantitative tightening punish all things growth stocks. Palantir has not been spared from this rout. Since November 2021, Palantir has lost 70% of its value.In terms of EV/Sales, Palantir traded as high as 50x. Today, it trades at just 6.9x. In terms of EV/Gross Profit, Palantir traded as high as 100x. Today, it trades at just 11.3x.Source: KoyfinAfter the selloff, Palantir now trades at a market cap of roughly $16 billion. To put further context to this number, investors can buy Palantir at a cheaper valuation than its 2015 funding round, which closed at a $20 billion valuation.While the stock may look cheap today, further downside is possible given recession fears, raging inflation, rising interest rates, supply chain constraints, and a slowdown in growth. However, there seems to be a large margin of safety for long-term investors interested in partnering up with a high-quality, wide-moat business with a long growth runway ahead.CatalystsGAAP Profitability— Perhaps, one of the biggest milestones that Palantir can achieve is GAAP profitability. Much of the bear theses against Palantir is the insurmountable losses on a GAAP basis. Sure, Palantir is already profitable on a Non-GAAP and FCF basis, but in the long term, stock prices go up based on improvements in the bottom line of the income statement as well as the strong non-dilutive cash flow generation of the company. As such, flipping into GAAP profitability will most likely be a boost to Palantir's bull thesis.Government Reacceleration— As mentioned earlier, Palantir's growth story is largely predicated on its ability to retain and expand its ecosystem of government customers. As we have seen over the last few quarters, Government Revenue growth has decelerated to head-scratching levels. To recall, Q4 and Q1 Government Revenue growth was only 26% and 16%, respectively. Such a huge deceleration is probably the reason whyArk Invest dumped shares of Palantir. Despite the plateau in the Government segment, management does expect growth in the segment to reaccelerate in the next quarter. Returning to consistent 20%-30%+ growth in this department should welcome more bulls into the camp.Buyback Program— A big concern at the back of some investors' minds is the fact that there have been no insider purchases ever since Palantir went public. Instead, we're only seeing selling after selling by insiders. That is certainly not a confidence booster for investors. However, given the recent selloff of the stock, management may be inclined to put their capital to good use. With Palantir's large cash in hand of $2.5 billion, management may start a share repurchase program, a well-needed silver lining during what seemed to be the gloomiest market environment we've seen since the dot-com bubble and great financial crisis.RisksRevenue Concentration— In FY2020 and FY2021, Palantir's top three customers accounted for 25% and 18% of total Revenue. While Revenue concentration is getting better, it is still a risk worth considering. On a side note, Palantir has a long sales cycle of six months to more than a year. Therefore, if Palantir loses major customers, it will take time for the company to recoup the losses as a result of customers leaving the platform.SPAC Investments— During the Q1 earnings call, management mentioned that Revenue contribution from SPAC investments is expected to be about $30 million per quarter. That is an annual run rate of $120 million. With that said, some of these de-SPACed companies are trading like penny stocks. Most of these companies are also unprofitable and worse, some of them are concept companies generating zero Revenue. As such, there's a strong likelihood that some of them will eventually go bankrupt. When this happens, Palantir's: 1) Revenue is negatively affected, 2) customer count decreases, and 3) earnings per share takes a hit as the company faces higher losses from investments.Dilution— This is perhaps the most controversial topic when it comes to investing in Palantir. While SBC as a % of Revenue is gradually improving, there's no denying that SBC spending has been high and continues to be high. This makes dilution a real problem, no matter how much growth the company can bring into the business. As shown below, Shares Outstanding more than tripled in the last two years.Source: Seeking AlphaConclusionPalantir is building the central operating system for the modern world, powered by its three platforms: Gotham, Foundry, and Apollo. The company is posting strong growth numbers, particularly fueled by its Commercial segment, which will be the primary driving force of growth in the years to come. On the other hand, the Government segment is showing some weakness, although management expects a reacceleration of growth in that department. Nevertheless, Palantir has technology, network effects, switching costs, high barriers to entry, and culture moats that should support its growth trajectory.The past few months have not been easy for the stock, but the valuation reset is well needed and I think it has overshot to the downside. While we may see new lows due to a tough macro environment and the risks mentioned above, I believe there's a substantial margin of safety for long-term investors. I believe it is an opportune time to accumulate shares of this high-quality, wide-moat, black box company.Thank you for reading my Palantir deep dive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052432916,"gmtCreate":1655201670535,"gmtModify":1676535581578,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, 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/9052432916","repostId":"9022524674","repostType":1,"repost":{"id":9022524674,"gmtCreate":1653552819200,"gmtModify":1676535303082,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Time Travel with Tiger, Join the Memorabilia Adventure Now!!!","htmlText":"\n \n \n  Happy Birthday to TIGER!!! 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Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","text":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022524674","isVote":1,"tweetType":2,"object":{"id":"97af7069aa6440eab7c85601f72b41b1","tweetId":"9022524674","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5836ee3f387702302012189230/1IRQdazMc4YA.mp4","poster":"https://community-static.tradeup.com/news/f2462b20b2a9a2483ae56cbb54dcb2a7"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091703272,"gmtCreate":1643936099813,"gmtModify":1676533873453,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Join in the fun!","listText":"Join in the fun!","text":"Join in the fun!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091703272","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. 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Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091709576,"gmtCreate":1643936002360,"gmtModify":1676533873443,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Didn't buy before earnings report :(","listText":"Didn't buy before earnings report :(","text":"Didn't buy before earnings report :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091709576","repostId":"2208313868","repostType":4,"repost":{"id":"2208313868","pubTimestamp":1643929200,"share":"https://ttm.financial/m/news/2208313868?lang=&edition=fundamental","pubTime":"2022-02-04 07:00","market":"us","language":"en","title":"Amazon Stock Surges on Strong Q4 Results, Prime Membership Price Increase","url":"https://stock-news.laohu8.com/highlight/detail?id=2208313868","media":"StreetInsider","summary":"Amazon  shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon </a> shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $27.75 coming in better than the consensus estimate of $3.58. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p><img src=\"https://static.tigerbbs.com/2643b15ce8ee4399c069cb2c8ed251c2\" tg-width=\"881\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>According to Andy Jassy, Amazon CEO, the company saw higher costs driven by labor supply shortages and inflationary pressures over the holidays, with these issues persisting into Q1 due to Omicron. Jassy noted, however, that they feel optimistic and excited about the business as the company emerges from the pandemic, despite these short-term challenges.</p><p>The company expects Q1/22 revenue in the range of $112-117 billion (3-8% year-over-year growth), lower than the consensus estimate of $120.1 billion.</p><p>The company announced that it will raise its Prime membership price in the U.S. to $14.99 from $12.99 for a monthly membership, and to $139 from $119 for an annual membership. This represents the first time since the company increased its Prime membership price in 2018. The change will go into effect on February 18 for new Prime members. For current Prime members, the price change will go into effect after March 25 on the date of their next renewal.</p></body></html>","source":"highlight_streetinsider","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>Amazon Stock Surges on Strong Q4 Results, Prime Membership Price Increase</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\">\nAmazon Stock Surges on Strong Q4 Results, Prime Membership Price Increase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19556585><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon  shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $27.75 coming in better than the consensus estimate of $3.58. Revenues grew 9% year-over-year to $...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19556585\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19556585","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208313868","content_text":"Amazon  shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $27.75 coming in better than the consensus estimate of $3.58. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.According to Andy Jassy, Amazon CEO, the company saw higher costs driven by labor supply shortages and inflationary pressures over the holidays, with these issues persisting into Q1 due to Omicron. Jassy noted, however, that they feel optimistic and excited about the business as the company emerges from the pandemic, despite these short-term challenges.The company expects Q1/22 revenue in the range of $112-117 billion (3-8% year-over-year growth), lower than the consensus estimate of $120.1 billion.The company announced that it will raise its Prime membership price in the U.S. to $14.99 from $12.99 for a monthly membership, and to $139 from $119 for an annual membership. This represents the first time since the company increased its Prime membership price in 2018. The change will go into effect on February 18 for new Prime members. For current Prime members, the price change will go into effect after March 25 on the date of their next renewal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099263870,"gmtCreate":1643368343721,"gmtModify":1676533811907,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"CW sells and Bill Ackman buys. Who is the smart one 😂","listText":"CW sells and Bill Ackman buys. Who is the smart one 😂","text":"CW sells and Bill Ackman buys. Who is the smart one 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099263870","repostId":"1181284641","repostType":4,"repost":{"id":"1181284641","pubTimestamp":1643367799,"share":"https://ttm.financial/m/news/1181284641?lang=&edition=fundamental","pubTime":"2022-01-28 19:03","market":"us","language":"en","title":"Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney","url":"https://stock-news.laohu8.com/highlight/detail?id=1181284641","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Thursday nearly shed all of its exposure in <b>Netflix Inc</b> and also sold shares in rival entertainment giant <b>Walt Disney Co</b>.</p><p>The popular money managing firm sold 2,171 shares — estimated to be worth $839,525— in Netflix on the day shares of the company closed 7.5% higher at $386.7 a share. The stock is down 35.3% year-to-date.</p><p>With the latest sale, Ark Invest owns a little over 100 shares in the video streaming giant.</p><p>The St. Petersburg, Florida-based Ark Invest sold shares in the video streaming company via the <b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX). No other Ark Invest ETF currently owns shares in Netflix.</p><p>ARKX held 2,274 shares — worth $817,957 — in Netflix, prior to Thursday’s trade.</p><p>Netflix stock plummeted last week after fourth quarter results missed subscriber growth expectations slightly, and the company guided to much lower growth in the first quarter.</p><p>The money managing firm also sold 32,249 shares— estimated to be worth $4.36 million— in media and entertainment company Walt Disney.</p><p>Disney shares closed 1.36% higher at $135.4 a share on Thursday. The stock is down 13.6% so far this year.</p><p>Ark Invest has been selling shares in Walt Disney since November. Just last month, the firm lowered its exposure in Walt Disney by 25%.</p><p>Wood’s firm first bought shares in Walt Disney in May last year when analysts pointed to benefits from the reopening of theme parks after governments across the world doubled down on COVID-19 vaccination efforts.</p><p>The investment company owns Walt Disney shares via the <b>Ark Next Generation Internet ETF</b> and no other Ark ETF has an exposure to the stock.</p><p>Ark Invest held a total of 240,163 shares — worth about $32 million — in Walt Disney stock, ahead of Thursday’s trade.</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 Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181284641","content_text":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm sold 2,171 shares — estimated to be worth $839,525— in Netflix on the day shares of the company closed 7.5% higher at $386.7 a share. The stock is down 35.3% year-to-date.With the latest sale, Ark Invest owns a little over 100 shares in the video streaming giant.The St. Petersburg, Florida-based Ark Invest sold shares in the video streaming company via the Ark Space Exploration & Innovation ETF(BATS:ARKX). No other Ark Invest ETF currently owns shares in Netflix.ARKX held 2,274 shares — worth $817,957 — in Netflix, prior to Thursday’s trade.Netflix stock plummeted last week after fourth quarter results missed subscriber growth expectations slightly, and the company guided to much lower growth in the first quarter.The money managing firm also sold 32,249 shares— estimated to be worth $4.36 million— in media and entertainment company Walt Disney.Disney shares closed 1.36% higher at $135.4 a share on Thursday. The stock is down 13.6% so far this year.Ark Invest has been selling shares in Walt Disney since November. Just last month, the firm lowered its exposure in Walt Disney by 25%.Wood’s firm first bought shares in Walt Disney in May last year when analysts pointed to benefits from the reopening of theme parks after governments across the world doubled down on COVID-19 vaccination efforts.The investment company owns Walt Disney shares via the Ark Next Generation Internet ETF and no other Ark ETF has an exposure to the stock.Ark Invest held a total of 240,163 shares — worth about $32 million — in Walt Disney stock, ahead of Thursday’s trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128089624,"gmtCreate":1624495336468,"gmtModify":1703838255312,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>Speculation for nowhttps://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-on-report-that-comcast-is-considering-deal.html","listText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>Speculation for nowhttps://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-on-report-that-comcast-is-considering-deal.html","text":"$Viacom CBS(VIAC)$Speculation for nowhttps://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-on-report-that-comcast-is-considering-deal.html","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128089624","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168183683,"gmtCreate":1623965489142,"gmtModify":1703824696474,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Tonight is the night. Up up and away!","listText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Tonight is the night. Up up and away!","text":"$Rocket Companies(RKT)$Tonight is the night. Up up and away!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168183683","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168183046,"gmtCreate":1623965413285,"gmtModify":1703824695960,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"What about Intc?","listText":"What about Intc?","text":"What about Intc?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168183046","repostId":"2144749073","repostType":4,"repost":{"id":"2144749073","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623938100,"share":"https://ttm.financial/m/news/2144749073?lang=&edition=fundamental","pubTime":"2021-06-17 21:55","market":"us","language":"en","title":"Google's cloud taps AMD for new service as chip wars heat up","url":"https://stock-news.laohu8.com/highlight/detail?id=2144749073","media":"Reuters","summary":"June 17 (Reuters) - Advanced Micro Devices Inc and Alphabet Inc's Google Cloud on Thursday said Goog","content":"<p>June 17 (Reuters) - Advanced Micro Devices Inc and Alphabet Inc's Google Cloud on Thursday said Google will offer cloud computing services based on <a href=\"https://laohu8.com/S/AMD\">AMD</a>'s newest data center chip, a move likely to intensify AMD's push to grab market share from rival Intel Corp .</p>\n<p>Cloud computing providers such as Google, Amazon.com Inc&nbsp;and Microsoft Corp are some of the biggest buyers of data center chips. They build services on top of the chips to rent the computing power out to millions of customers.</p>\n<p>Google said on Thursday it will start offering services based on AMD's \"Milan\" server chip, which AMD released in March. Google said customers such as <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc&nbsp;are testing the new AMD-based services.</p>\n<p>AMD has been gaining market share against Intel, which was long the dominant player in data center chips but whose offerings have inferior performance on some measures because of years of stumbles in Intel's manufacturing operations.</p>\n<p>Intel in April announced its \"Ice Lake\" chip competitor to AMD's \"Milan\" chip and said all major cloud providers would support it, but Intel has not said when Google will start offering services based on its latest chip.</p>","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>Google's cloud taps AMD for new service as chip wars heat up</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\">\nGoogle's cloud taps AMD for new service as chip wars heat up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 17 (Reuters) - Advanced Micro Devices Inc and Alphabet Inc's Google Cloud on Thursday said Google will offer cloud computing services based on <a href=\"https://laohu8.com/S/AMD\">AMD</a>'s newest data center chip, a move likely to intensify AMD's push to grab market share from rival Intel Corp .</p>\n<p>Cloud computing providers such as Google, Amazon.com Inc&nbsp;and Microsoft Corp are some of the biggest buyers of data center chips. They build services on top of the chips to rent the computing power out to millions of customers.</p>\n<p>Google said on Thursday it will start offering services based on AMD's \"Milan\" server chip, which AMD released in March. Google said customers such as <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc&nbsp;are testing the new AMD-based services.</p>\n<p>AMD has been gaining market share against Intel, which was long the dominant player in data center chips but whose offerings have inferior performance on some measures because of years of stumbles in Intel's manufacturing operations.</p>\n<p>Intel in April announced its \"Ice Lake\" chip competitor to AMD's \"Milan\" chip and said all major cloud providers would support it, but Intel has not said when Google will start offering services based on its latest chip.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","GOOGL":"谷歌A","TWTR":"Twitter","AMZN":"亚马逊","AMD":"美国超微公司","SNAP":"Snap Inc","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144749073","content_text":"June 17 (Reuters) - Advanced Micro Devices Inc and Alphabet Inc's Google Cloud on Thursday said Google will offer cloud computing services based on AMD's newest data center chip, a move likely to intensify AMD's push to grab market share from rival Intel Corp .\nCloud computing providers such as Google, Amazon.com Inc and Microsoft Corp are some of the biggest buyers of data center chips. They build services on top of the chips to rent the computing power out to millions of customers.\nGoogle said on Thursday it will start offering services based on AMD's \"Milan\" server chip, which AMD released in March. Google said customers such as Snap Inc and Twitter Inc are testing the new AMD-based services.\nAMD has been gaining market share against Intel, which was long the dominant player in data center chips but whose offerings have inferior performance on some measures because of years of stumbles in Intel's manufacturing operations.\nIntel in April announced its \"Ice Lake\" chip competitor to AMD's \"Milan\" chip and said all major cloud providers would support it, but Intel has not said when Google will start offering services based on its latest chip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163871225,"gmtCreate":1623879075067,"gmtModify":1703822127623,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Rate hike is not happening soon, no reason for share price to continue its drop!","listText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Rate hike is not happening soon, no reason for share price to continue its drop!","text":"$Rocket Companies(RKT)$Rate hike is not happening soon, no reason for share price to continue its drop!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163871225","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163879795,"gmtCreate":1623878871417,"gmtModify":1703822125022,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Whatever the result, the market will surely move","listText":"Whatever the result, the market will surely move","text":"Whatever the result, the market will surely move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/163879795","repostId":"1170150919","repostType":4,"repost":{"id":"1170150919","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623866564,"share":"https://ttm.financial/m/news/1170150919?lang=&edition=fundamental","pubTime":"2021-06-17 02:02","market":"other","language":"en","title":"Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170150919","media":"Tiger Newspress","summary":"U.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.The Dow Jones Industrial Average fell 320 points. The S&P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.Nine out of 11 S&P 500 sectors traded in the red, led to the downside by communication services and finan","content":"<p>Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.</p>\n<p>U.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.</p>\n<p>The Dow Jones Industrial Average fell 320 points. The S&amp;P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.</p>\n<p>Nine out of 11 S&amp;P 500 sectors traded in the red, led to the downside by communication services and financials.</p>\n<p>Economic reopening plays provided the broader market with some support. Major airline stocks American Airlines, United and Delta all traded higher. Royal Caribbean and Carnival both climbed 2% afteran upgrade from Wolfe Research.</p>\n<p>The policymaking Federal Open Market Committee indicated that rate hikes could come as soon as 2023, after indicating in March that it saw no increases until at least 2024.</p>\n<p>The Fed also raised its headline inflation expectation to 3.4%, a full percentage point higher than the March projection, the post-meeting statement continued to say that inflation pressures are \"transitory.\"</p>\n<p>Chairman Jerome Powell will hold a press conference at 2:30 p.m. ET.</p>\n<p>The meeting came as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.</p>\n<p>The central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.</p>\n<p>\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"</p>\n<p>Treasury Secretary Janet Yellen, who is testifying before the Senate Finance Committee Wednesday, said higher price pressures shouldn't last over the long run.</p>\n<p>\"I previously said that I see important transitory influences at work and I don't anticipate that it will be permanent,\" Yellen said. \"But we continue to monitor inflation data very carefully, and importantly for the long run inflation outlook we see inflation expectations by most measures … as being well-anchored.\"</p>\n<p>On Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.</p>","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>Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.</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\">\nFed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-17 02:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.</p>\n<p>U.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.</p>\n<p>The Dow Jones Industrial Average fell 320 points. The S&amp;P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.</p>\n<p>Nine out of 11 S&amp;P 500 sectors traded in the red, led to the downside by communication services and financials.</p>\n<p>Economic reopening plays provided the broader market with some support. Major airline stocks American Airlines, United and Delta all traded higher. Royal Caribbean and Carnival both climbed 2% afteran upgrade from Wolfe Research.</p>\n<p>The policymaking Federal Open Market Committee indicated that rate hikes could come as soon as 2023, after indicating in March that it saw no increases until at least 2024.</p>\n<p>The Fed also raised its headline inflation expectation to 3.4%, a full percentage point higher than the March projection, the post-meeting statement continued to say that inflation pressures are \"transitory.\"</p>\n<p>Chairman Jerome Powell will hold a press conference at 2:30 p.m. ET.</p>\n<p>The meeting came as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.</p>\n<p>The central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.</p>\n<p>\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"</p>\n<p>Treasury Secretary Janet Yellen, who is testifying before the Senate Finance Committee Wednesday, said higher price pressures shouldn't last over the long run.</p>\n<p>\"I previously said that I see important transitory influences at work and I don't anticipate that it will be permanent,\" Yellen said. \"But we continue to monitor inflation data very carefully, and importantly for the long run inflation outlook we see inflation expectations by most measures … as being well-anchored.\"</p>\n<p>On Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170150919","content_text":"Fed holds rates steady, but raises inflation expectations sharply and makes no mention of taper.\nU.S. stocks dropped to their session lows on Wednesday after the Federal Reserve raised its inflation expectations and moved up the time frame on when it will hike interest rates next.\nThe Dow Jones Industrial Average fell 320 points. The S&P 500 traded 0.7% lower after hitting an all-time high in the previous session. The tech-heavy Nasdaq Composite erased earlier gains and traded 0.5% lower.\nNine out of 11 S&P 500 sectors traded in the red, led to the downside by communication services and financials.\nEconomic reopening plays provided the broader market with some support. Major airline stocks American Airlines, United and Delta all traded higher. Royal Caribbean and Carnival both climbed 2% afteran upgrade from Wolfe Research.\nThe policymaking Federal Open Market Committee indicated that rate hikes could come as soon as 2023, after indicating in March that it saw no increases until at least 2024.\nThe Fed also raised its headline inflation expectation to 3.4%, a full percentage point higher than the March projection, the post-meeting statement continued to say that inflation pressures are \"transitory.\"\nChairman Jerome Powell will hold a press conference at 2:30 p.m. ET.\nThe meeting came as inflation heats up, with producer prices rising at their fastest annual rate in nearly 11 years duringMay, a report on Tuesday showed. This has prompted some, including Paul Tudor Jones, to call for the central bank to re-think its easy monetary policy.\nThe central bank has been buying $120 billion worth of bonds each month as the economy continues to recover from the coronavirus pandemic.\n\"The drama this week will be whether the Fed sits tight or admits that inflation is rising and that the Fed needs to tighten,\" said Brad McMillan, CIO at Commonwealth Financial Network. \"Since the Fed has a dual mandate—unemployment and inflation—that suggests it should indeed keep its focus on unemployment, rather than inflation.\"\nTreasury Secretary Janet Yellen, who is testifying before the Senate Finance Committee Wednesday, said higher price pressures shouldn't last over the long run.\n\"I previously said that I see important transitory influences at work and I don't anticipate that it will be permanent,\" Yellen said. \"But we continue to monitor inflation data very carefully, and importantly for the long run inflation outlook we see inflation expectations by most measures … as being well-anchored.\"\nOn Wednesday,China said it will release industrial metalsincluding copper, aluminum and zinc from its national reserves to curb commodity prices. Copper price has fallen more than 10% from its record high, dipping into correction territory on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160466741,"gmtCreate":1623804638883,"gmtModify":1703819864313,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"These events always provide the opportunity to buy and sell","listText":"These events always provide the opportunity to buy and sell","text":"These events always provide the opportunity to buy and sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160466741","repostId":"2143680537","repostType":4,"repost":{"id":"2143680537","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623797252,"share":"https://ttm.financial/m/news/2143680537?lang=&edition=fundamental","pubTime":"2021-06-16 06:47","market":"us","language":"en","title":"Wall Street ends down as data spooks investors awaiting Fed report","url":"https://stock-news.laohu8.com/highlight/detail?id=2143680537","media":"Reuters","summary":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wedn","content":"<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>","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>Wall Street ends down as data spooks investors awaiting Fed report</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\">\nWall Street ends down as data spooks investors awaiting Fed report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","BA":"波音","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF","OEX":"标普100",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143680537","content_text":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.\nAssurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.\nData showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.\n“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.\n“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”\nThe Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.\nThe benchmark S&P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.\nHowever, the S&P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.\nThe Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.\nSeven of the 11 major S&P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.\nThe largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]\nIn corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.\nHaving slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.\nVolume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376755990,"gmtCreate":1619151715110,"gmtModify":1704720452409,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"It's funny how analysts think they know the business better than the ones running it.","listText":"It's funny how analysts think they know the business better than the ones running it.","text":"It's funny how analysts think they know the business better than the ones running it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376755990","repostId":"1145865439","repostType":4,"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317065789,"gmtCreate":1612399339341,"gmtModify":1704870626574,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Hope INTC will benefit!","listText":"Hope INTC will benefit!","text":"Hope INTC will benefit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/317065789","repostId":"1137654867","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317062496,"gmtCreate":1612399278515,"gmtModify":1704870624620,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Good results!","listText":"Good results!","text":"Good results!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317062496","repostId":"2108766401","repostType":2,"repost":{"id":"2108766401","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1612359087,"share":"https://ttm.financial/m/news/2108766401?lang=&edition=fundamental","pubTime":"2021-02-03 21:31","market":"hk","language":"en","title":"Ligand Pharmaceuticals Q4 EPS $1.62 Beats $0.99 Estimate, Sales $69.99M Beat $54.09M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2108766401","media":"Benzinga","summary":"Ligand Pharmaceuticals (NASDAQ:LGND) reported quarterly earnings of $1.62 per share which beat the analyst consensus estimate of $0.99 by 63.64 percent. This is a 128.17 percent increase over earnings of $0.71 per share","content":"<html><body><p>Ligand Pharmaceuticals (NASDAQ:LGND) reported quarterly earnings of $1.62 per share which beat the analyst consensus estimate of $0.99 by 63.64 percent. This is a 128.17 percent increase over earnings of $0.71 per share from the same period last year.  The company reported quarterly sales of $69.99 million which beat the analyst consensus estimate of $54.09 million by 29.40 percent.  This is a 159.19 percent increase over sales of $27.00 million the same period last year.</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>Ligand Pharmaceuticals Q4 EPS $1.62 Beats $0.99 Estimate, Sales $69.99M Beat $54.09M Estimate</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\">\nLigand Pharmaceuticals Q4 EPS $1.62 Beats $0.99 Estimate, Sales $69.99M Beat $54.09M Estimate\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-02-03 21:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Ligand Pharmaceuticals (NASDAQ:LGND) reported quarterly earnings of $1.62 per share which beat the analyst consensus estimate of $0.99 by 63.64 percent. This is a 128.17 percent increase over earnings of $0.71 per share from the same period last year.  The company reported quarterly sales of $69.99 million which beat the analyst consensus estimate of $54.09 million by 29.40 percent.  This is a 159.19 percent increase over sales of $27.00 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LGND":"Ligand Pharmaceuticals Inc."},"source_url":"https://www.benzinga.com/node/19462708","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2108766401","content_text":"Ligand Pharmaceuticals (NASDAQ:LGND) reported quarterly earnings of $1.62 per share which beat the analyst consensus estimate of $0.99 by 63.64 percent. This is a 128.17 percent increase over earnings of $0.71 per share from the same period last year.  The company reported quarterly sales of $69.99 million which beat the analyst consensus estimate of $54.09 million by 29.40 percent.  This is a 159.19 percent increase over sales of $27.00 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315645021,"gmtCreate":1612249636663,"gmtModify":1704868692115,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Q01.SI\">$QAF LIMITED(Q01.SI)$</a>Hope for some news on the sale of their Primary Production business in the upcoming full year results.&nbsp;Lots of value to unlock!","listText":"<a href=\"https://laohu8.com/S/Q01.SI\">$QAF LIMITED(Q01.SI)$</a>Hope for some news on the sale of their Primary Production business in the upcoming full year results.&nbsp;Lots of value to unlock!","text":"$QAF LIMITED(Q01.SI)$Hope for some news on the sale of their Primary Production business in the upcoming full year results. Lots of value to unlock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315645021","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312689642,"gmtCreate":1612140570786,"gmtModify":1704867344661,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Tiger halted options trading for GME, not good","listText":"Tiger halted options trading for GME, not good","text":"Tiger halted options trading for GME, not good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312689642","repostId":"2107296200","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312680727,"gmtCreate":1612140473369,"gmtModify":1704867343850,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"IGND!","listText":"IGND!","text":"IGND!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312680727","repostId":"1107251468","repostType":4,"repost":{"id":"1107251468","pubTimestamp":1611893118,"share":"https://ttm.financial/m/news/1107251468?lang=&edition=fundamental","pubTime":"2021-01-29 12:05","market":"us","language":"en","title":"\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates","url":"https://stock-news.laohu8.com/highlight/detail?id=1107251468","media":"Reuters","summary":"NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked rol","content":"<p>NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and potentially create a headache for the broader market, analysts said.</p><p>Market watchers identified dozens of stocks potentially vulnerable to extreme volatility after a buying spree from an army of retail traders in recent days prompted hedge funds to unwind their bets against GameStop and other companies, fueling surges in their share prices in a phenomenon known as a “short squeeze.”</p><p>“Unfortunately, it’s definitely not a one-off thing,” said Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The type of activity that drove that higher, I believe, has caused people to try to duplicate that in other names.”</p><p>J.P. Morgan earlier this week named 45 stocks that may be susceptible to short squeezes and similar “fragility events,” including real estate company Macerich Co, restaurant chain Cheesecake Factory Inc and clothing subscription service Stitch Fix Inc.</p><p>Like GameStop, American Airlines Group Inc, AMC Entertainment Holdings Inc and others that have recently become targets of retail traders in recent days, all the stocks have high short interest ratios.</p><p>That means a large percentage of investors have borrowed the stock to sell it in anticipation that they will be able to buy it back at a lower price and profit on the trade. But if the stock rises sharply, those investors may be forced to buy back the stock at a loss.</p><p>“The unfortunate events in GameStop this week may be building a dangerous precedent for markets whereby retail investors act en masse to leverage their buying powers to spark fragility events,” analysts at J.P. Morgan said in a note.</p><p>Using derivatives and coordinating buying on websites such as the Reddit forum wallstreetbets, retail investors have had an outsize impact on markets in recent months. Hedge funds Melvin Capital Management and Citron Capital closed out short positions in GameStop earlier this week after buying pressure pushed up the company’s shares.</p><p>GameStop shares were recently down 25% on Thursday as retail brokerages Robinhood Markets Inc and Interactive Brokers Inc, restricted purchases of the stock, along with several others that have catapulted in recent days, including AMC Entertainment Group Inc and BlackBerry Ltd.. Even so, the video game retailer’s shares have gained more than 500% since last Thursday.</p><p>Barring wider trading restrictions, similar patterns could play out over several weeks as short sellers unwind their bets, said Michael Purves, chief executive of Tallbacken Capital Advisors.</p><p>Some firms run strategies that involve holding both long and short positions on a stock, he said, and as a result, certain stocks could see a surge and then a sharp drop as those firms adjust their positions. That process could put pressure on stocks more broadly and contribute to market volatility.</p><p>“I do think the contagion risk is real,” Purves said. “Any stock that is heavily shorted is exposed to getting GameStopped.”</p>","source":"lsy1601381805984","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>\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates</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\"GameStop effect\" could ripple further as Wall Street eyes short squeeze candidates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 12:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and ...</p>\n\n<a href=\"https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/article/us-retail-trading-shorts/gamestop-effect-could-ripple-further-as-wall-street-eyes-short-squeeze-candidates-idUSKBN29X2MG","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107251468","content_text":"NEW YORK (Reuters) - The clash between retail traders and Wall Street professionals that sparked roller coaster rides in the shares of GameStop Corp may pose a risk to dozens of other stocks and potentially create a headache for the broader market, analysts said.Market watchers identified dozens of stocks potentially vulnerable to extreme volatility after a buying spree from an army of retail traders in recent days prompted hedge funds to unwind their bets against GameStop and other companies, fueling surges in their share prices in a phenomenon known as a “short squeeze.”“Unfortunately, it’s definitely not a one-off thing,” said Randy Frederick, vice president of trading and derivatives at the Schwab Center for Financial Research. “The type of activity that drove that higher, I believe, has caused people to try to duplicate that in other names.”J.P. Morgan earlier this week named 45 stocks that may be susceptible to short squeezes and similar “fragility events,” including real estate company Macerich Co, restaurant chain Cheesecake Factory Inc and clothing subscription service Stitch Fix Inc.Like GameStop, American Airlines Group Inc, AMC Entertainment Holdings Inc and others that have recently become targets of retail traders in recent days, all the stocks have high short interest ratios.That means a large percentage of investors have borrowed the stock to sell it in anticipation that they will be able to buy it back at a lower price and profit on the trade. But if the stock rises sharply, those investors may be forced to buy back the stock at a loss.“The unfortunate events in GameStop this week may be building a dangerous precedent for markets whereby retail investors act en masse to leverage their buying powers to spark fragility events,” analysts at J.P. Morgan said in a note.Using derivatives and coordinating buying on websites such as the Reddit forum wallstreetbets, retail investors have had an outsize impact on markets in recent months. Hedge funds Melvin Capital Management and Citron Capital closed out short positions in GameStop earlier this week after buying pressure pushed up the company’s shares.GameStop shares were recently down 25% on Thursday as retail brokerages Robinhood Markets Inc and Interactive Brokers Inc, restricted purchases of the stock, along with several others that have catapulted in recent days, including AMC Entertainment Group Inc and BlackBerry Ltd.. Even so, the video game retailer’s shares have gained more than 500% since last Thursday.Barring wider trading restrictions, similar patterns could play out over several weeks as short sellers unwind their bets, said Michael Purves, chief executive of Tallbacken Capital Advisors.Some firms run strategies that involve holding both long and short positions on a stock, he said, and as a result, certain stocks could see a surge and then a sharp drop as those firms adjust their positions. That process could put pressure on stocks more broadly and contribute to market volatility.“I do think the contagion risk is real,” Purves said. “Any stock that is heavily shorted is exposed to getting GameStopped.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310891958,"gmtCreate":1611299809874,"gmtModify":1704859394912,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560480589682396","idStr":"3560480589682396"},"themes":[],"htmlText":"Long Intel :)","listText":"Long Intel :)","text":"Long Intel :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/310891958","repostId":"2105468557","repostType":4,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":163879795,"gmtCreate":1623878871417,"gmtModify":1703822125022,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Whatever the result, the market will surely move","listText":"Whatever the result, the market will surely move","text":"Whatever the result, the market will surely move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/163879795","repostId":"1170150919","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168183683,"gmtCreate":1623965489142,"gmtModify":1703824696474,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Tonight is the night. Up up and away!","listText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Tonight is the night. Up up and away!","text":"$Rocket Companies(RKT)$Tonight is the night. Up up and away!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/168183683","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315645021,"gmtCreate":1612249636663,"gmtModify":1704868692115,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Q01.SI\">$QAF LIMITED(Q01.SI)$</a>Hope for some news on the sale of their Primary Production business in the upcoming full year results.&nbsp;Lots of value to unlock!","listText":"<a href=\"https://laohu8.com/S/Q01.SI\">$QAF LIMITED(Q01.SI)$</a>Hope for some news on the sale of their Primary Production business in the upcoming full year results.&nbsp;Lots of value to unlock!","text":"$QAF LIMITED(Q01.SI)$Hope for some news on the sale of their Primary Production business in the upcoming full year results. Lots of value to unlock!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315645021","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043326343,"gmtCreate":1655876241782,"gmtModify":1676535724079,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Buy and wait for 10-15 years","listText":"Buy and wait for 10-15 years","text":"Buy and wait for 10-15 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043326343","repostId":"1178592634","repostType":4,"repost":{"id":"1178592634","pubTimestamp":1655876844,"share":"https://ttm.financial/m/news/1178592634?lang=&edition=fundamental","pubTime":"2022-06-22 13:47","market":"us","language":"en","title":"Palantir: The Black Box Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1178592634","media":"Seeking Alpha","summary":"SummaryGround Zero led to Zero to One — One being Palantir.Palantir is building the central operatin","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ground Zero led to Zero to One — One being Palantir.</li><li>Palantir is building the central operating system of the modern world.</li><li>Growth remains robust, particularly in its Commercial segment, which will be the main growth engine for the company in the next decade.</li><li>Dilution and GAAP unprofitability remain the biggest risks, especially so in this kind of market environment.</li><li>Although we may see further downside, the selloff seems to be overdone. Palantir is a buy.</li></ul><p>Given the complexity and mysterious nature of the business, this Palantir (NYSE:PLTR) deep dive is probably the most difficult piece that I&#39;ve written compared to other company deep dives that I&#39;ve covered so far. I hope you find value in this article. Enjoy!</p><p><b>Investment Thesis</b></p><p>Palantir: the meme stock, the cult stock, the black box company. There&#39;s a lot of chatter about Palantir on the Internet and I&#39;ve come to notice that there&#39;s a lot of love and hate for the company. Regardless of what others say, it is undeniable that Palantir is one of the most mission-critical companies today.</p><p>Palantir is building the central operating system of the modern world, turning chaos into order. The ultimate bull thesis is that Palantir will replace legacy data and operations infrastructure, and Palantir&#39;s technology and management are more than capable of achieving this ambition.</p><p>The selloff has also created a wonderful opportunity to accumulate shares of Palantir. Palantir is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>On 11th September 2001, 19 terrorists hijacked four commercial airlines during what seemed to be a normal working day for corporate America. What followed left the world at a standstill — things happened so slowly and so quickly that billions of people all over the globe were paralyzed by what they were seeing on their TV screens.</p><p>Two planes struck both the North and South Towers of the World Trade Center, only to leave both skyscrapers crumbling down a few hours later. Another plane crashed on the west side of The Pentagon, the home of the US Department of Defense, which left question marks on the true strength of the US military. The last plane, fortunately, failed to demolish its intended building target as a passenger steered the plane to an open field.</p><p>2,977 people lost their lives that day.</p><p>Undoubtedly, 9/11 left a huge scar on America. For one, the World Trade Center crash site was dubbed Ground Zero. While America work its way to recover and regain its confidence after the attacks, five entrepreneurs — Peter Thiel, Joe Lonsdale, Stephen Cohen, Nathan Gettings, and Alex Karp — joined forces to form Palantir. The name of the company resembles palantíri or &#34;seeing stones&#34; from the movie <i>The Lord of the Rings</i>. These stones were balls of crystal that enable the users to communicate with one another and to see afar, much like what Palantir was designed to do — to identify, anticipate, and prevent future attacks.</p><p>In essence, Ground Zero became the stepping stone to Zero to One—<i>One</i> being Palantir.</p><p>This is a good segway to the first topic of this article: what does Palantir do as a business?</p><p>In a nutshell, Palantir builds and deploys the foundational software of tomorrow that serves as the central operating system for its customers.</p><p>Traditionally, government and commercial institutions need to invest millions and even billions of dollars to build their own digital infrastructures, enterprise data warehouses, and digital twin models, which are incredibly difficult, complex, and risky to execute. But for Palantir, the more difficult, complex, and risky it is, the bigger the opportunity and the more likely it is for Palantir to succeed.</p><p>With that in mind, Palantir aims to help organizations to accelerate their digital transformation by integrating their data, decisions, and operations at scale. In other words, Palantir is a big data platform that helps companies make sense of their data to make data-driven decisions.</p><p>This is achieved through Palantir&#39;s three core products: Gotham, Foundry, and Apollo.</p><p><i><b>Gotham</b></i></p><p><b>Palantir Gotham is the operating system for government decision-making</b>. It has been used by government agencies including the USIC, NSA, FBI, CDC, and Air force to combat terrorism and analyze various highly-sensitive, highly-confidential matters. Rumors have also surfaced about Palantir Gotham playing a certain role in helping the US Navy SEALs locate and assassinate former Al-Qaeda leader, Osama bin Laden.</p><p><img src=\"https://static.tigerbbs.com/abaa773acc4f4b1727a9e2dfdfc1102b\" tg-width=\"1280\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Website</p><p>Aside from government agencies, financial institutions have also adopted Gotham specifically for fraud detection and investigations.</p><p>Gotham leverages artificial intelligence to identify patterns, threats, and hidden information deep within cluttered datasets. At the same time, machine learning embedded in its software provides continuous feedback loops which improve its models over time, allowing for smarter and faster decision-making.</p><p>Given that Gotham caters specifically to government functions, not much information has been published regarding its technology, thus the black-box nature of the overall business. The company&#39;s S-1 filing does cover a few features but it is quite vague, to say the least. On one hand, we can look at Palantir&#39;s commercial product, Foundry, to at least get some level of understanding of how Gotham works.</p><p><i><b>Foundry</b></i></p><p><b>Palantir Foundry is the operating system for modern enterprises.</b> Foundry has an open architecture and it integrates siloed data sources, analytics, and teams into a common foundation.</p><p><img src=\"https://static.tigerbbs.com/2d239b478ba11f2450bfd1fa421e0bd8\" tg-width=\"1280\" tg-height=\"1237\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Website</p><p>There are 5 layers to the Foundry stack, with each layer bridging the gap between data analytics and operational decision-making:</p><ul><li><b>Data Integration</b>— Foundry utilizes 200+ data connectors to integrate different data sources, data lakes, and data warehouses across the enterprise, across different types of data points including structured, unstructured, streaming, IoT, transactional, geospatial data, and more.</li><li><b>Model Integration</b>— Customers can integrate business logic and models by using Foundry&#39;s open, interoperable architecture along with third-party models like Snowflake (SNOW), Microsoft Azure (MSFT), and AWS (AMZN). Foundry can extend these third-party platforms into operations with bi-directional data syncs to ensure that Foundry is always in sync with those existing data systems.</li><li><b>Ontology</b>— Foundry connects all the data and models, and brings them together into a common foundation that can be used by the entire organization. This is called the Ontology and it is the operational layer of the organization. The Ontology connects all the digital assets (data and models) to their real-world counterparts (such as equipment, products, and customer orders), forming a digital twin of the enterprise that users can interact with.</li><li><b>Workflows</b>— With the Ontology in place, users can develop custom workflows or use out-of-the-box applications. As more and more objects, actions, and workflows are added, the shared Ontology evolves over time with greater operational knowledge.</li><li><b>Decision Orchestration</b>— After integrating all the historically siloed data and models, Foundry enables users to take actionable and insightful decisions, whether through manual operations, simulations, or AI.</li></ul><p>While this may be an oversimplified explanation of the Foundry platform, it does give us a rough idea of how Foundry works. Perhaps, we can take a look at a case study to get a better grasp of what Foundry does.</p><p>For example, here&#39;s how one of the largest utility companies in the US, PG&amp;E, uses Foundry:</p><ul><li><b>Data Integration</b>— PG&amp;E is facing a massive climate threat as global warming increases the risks of wildfire breakouts. As such, the company needs to leverage the 8-10 billion data points it receives every single day to operate a safe and reliable energy system. Foundry helps to aggregate and make sense of these data.</li><li><b>Model Integration</b>— Palantir has an open architecture that allows PG&amp;E to integrate Foundry and other third-party models into a single platform. This enables PG&amp;E to utilize all the models and data across various platforms, which ultimately gives richer datasets to combat wildfires.</li><li><b>Ontology</b>— PG&amp;E has launched the Enhanced Powerline Safety Settings to protect the grid and prevent wildfires. By integrating equipment health data, geospatial location, and network topology, Foundry is able to create a digital representation of PG&amp;E&#39;s entire grid and its 25,000+ miles of wire. This way, PG&amp;E can monitor the various components of the grid, and identify which of them need preventative maintenance.</li></ul><p><img src=\"https://static.tigerbbs.com/3db99337db4e48508064826092e69e90\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir YouTube</p><ul><li><b>Workflows</b>— PG&amp;E can leverage a common set of objects, actions, and relationships to develop custom workflows. Foundry enables PG&amp;E to manage workflows across the lifecycle of the grid including scenario modeling, work planning, scheduling, executing, operating, and closing.</li><li><b>Decision Orchestration</b>— Based on the new data that Foundry presented, PG&amp;E can now make more informed decisions to protect its grid. For instance, PG&amp;E can automate the switching on and off of certain devices in the grid, based on specific weather conditions, thus decreasing the likelihood of wildfires.</li></ul><p>Again, this is just one of many use cases. Foundry is applicable to other industries including auto racing, anti-money laundering, cryptocurrency, financial services, emerging startups, supply chains, telecommunications, and more.</p><p>Ultimately, Foundry aims to be the central operating system for modern commercial entities, replacing legacy data infrastructures and operating systems. Palantir has even gone as far as claiming that Foundry will be the next AWS in the coming decade.</p><p><img src=\"https://static.tigerbbs.com/0f4ac18bbb1849ffa347e4007eed824b\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p><i><b>Apollo</b></i></p><p><b>Palantir Apollo is the operating system for continuous delivery</b>. Apollo serves as the software to manage, deploy, and maintain Gotham and Foundry worldwide, across virtually any environment. Before its launch, deploying Palantir&#39;s software involves manual installations, upgrades, and configurations, which is especially true for the non-tech savvy governmental organizations. Back in 2008, Palantir Gotham ran on-premises, which is time-consuming and not scalable, thus leading to few software upgrades or updates.</p><p>Fast forward to 2016, Palantir launched the cloud-based Foundry, which gained positive reception from its commercial customers. As such, Palantir also began offering Gotham through the cloud. This allowed for the continuous delivery of Palantir&#39;s user-facing products, and it is made possible through Apollo.</p><p><img src=\"https://static.tigerbbs.com/3006a9ff19bf075547fa85acddd820b8\" tg-width=\"1280\" tg-height=\"849\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Blog</p><p>Apollo is an autonomous software deployment platform. Developers merge code once and can deploy software across all environments from a single pane of glass. With Apollo, Palantir&#39;s software — whether it be initial setup, new features, or security updates — can be rapidly and securely delivered through on-premise data centers, classified networks, embedded edge devices, the cloud, and more. More importantly, Apollo enables Palantir to bring its SaaS offering to environments where no SaaS has gone before.</p><p><img src=\"https://static.tigerbbs.com/e219616cba00fa8a47698f84061a8030\" tg-width=\"1280\" tg-height=\"1198\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Apollo Documentation</p><p>With the ever-growing popularity of SaaS offerings, the launch of Apollo enhances Palantir&#39;s distribution prowess and market adoption. Not only that, but it also accelerates customers&#39; time to value as well as caters to a broader range of customers given the vast deployment options available.</p><p>With all that said, despite its somewhat secretive nature as a public company, it seems that Palantir&#39;s three platforms display top-level interoperability and security, setting high standards to be the central operating system of the modern world. Its 2-decade tenure, solid government exposure, and widening customer base are also testaments to its unique technology offering.</p><p><b>Market Opportunity</b></p><p>According to Palantir&#39;s S-1 Filing, its total addressable market (TAM) is about $113 billion, comprising $63 billion for the government segment and $56 billion for the commercial segment. Breaking it down further by geography, Palantir estimated that the TAM for the US government sector is $26 billion while the international government sector is estimated to be $37 billion in value.</p><p>These estimates were calculated back in 2020, and we all know that there have been several important developments over the last couple of years that could mean TAM expansion for Palantir (pandemic, Russia-Ukraine war, cryptocurrency acceptance, SPAC boom, supply chain constraints, etc.). Furthermore, Palantir has rolled out additional features to supplement its core software products, which should also expand its use cases and TAM.</p><p><img src=\"https://static.tigerbbs.com/f2373ea9af4511b7dc0d5862fb73bfcb\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p>It is important to note that Palantir competes first and for most, with internal software developers where companies usually attempt to build in-house data platforms from scratch. In the fast-changing modern world, companies want speed and certainty — building their own operating systems is too high of a risk to take. That&#39;s where the opportunity is for Palantir.</p><p>Industry analysts have also sized the Big Data Analytics market to reach $200 to $600 billion+ over the next few years. It is also worth mentioning that the US government total expenditures have been on a long-term upward trajectory, which means higher incremental budgets for defense and intelligence initiatives that can flow to Palantir Gotham.</p><p><img src=\"https://static.tigerbbs.com/c57322e7cbf95536c0156247a1279152\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Source: FRED Government Total Expenditures</p><p><b>Business Model</b></p><p>The company generates revenue from the sale of cloud-based subscriptions and on-premises subscriptions — both of these include ongoing operations and maintenance services. Revenue is generally recognized over the contract term on a ratable basis.</p><p>In addition, Palantir also generates revenue from professional services such as on-demand support, platform configurations, training, and data modeling support.</p><p>According to the S-1, Palantir&#39;s &#34;pricing is based primarily on the value that we anticipate our software platforms will produce for our customers.&#34; As such, pricing and customer billings vary from contract to contract.</p><p>Palantir also incorporates usage-based pricing for Foundry, thus allowing smaller commercial customers to use Foundry without breaking the bank. As these customers scale, Palantir stands to benefit from increased usage of its platform.</p><p><img src=\"https://static.tigerbbs.com/110e80db621909781b1018543e62944c\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p>Central to its business model is its Acquire-Expand-Scale strategy:</p><ul><li><b>Acquire</b>— Customers with less than $100,000 in Revenue belong in this category. The Acquire phase involves short-term pilot projects with little to no cost to customers, in an attempt to get them to experience Palantir&#39;s value proposition. Palantir operates at a loss during this phase. However, it is expected to generate significant Revenue over time. For example, the same customers in the 2020-Acquire cohort generated $36.8 million in 2021, as opposed to just $0.3 million in the previous year.</li><li><b>Expand</b>— Customers with more than $100,000 in Revenue but negative Contribution Margins, fall into this category. The Expand phase is where customers begin to realize Palantir&#39;s value proposition, and therefore, begin ramping up investments in the software. Similar to the Acquire phase, Palantir operates at a loss during the Expand phase. However, Revenue begins to scale at this stage. For instance, 2020-Expand cohort customers generated $83.3 million in 2021, as opposed to just $20.3 million in 2020. On the flip side, Contribution Margin for this cohort was (150)%.</li><li><b>Scale</b>— Customers with more than $100,000 in Revenue and positive Contribution Margins, belong in this category. In the Scale phase, Palantir&#39;s investment costs relative to Revenue drops as customers become self-sufficient. 2020-Scale cohort customers generated $1.3 billion in 2021, as compared to $1.1 billion in the prior year. Contribution Margin for this cohort was 63% for both 2020 and 2021.</li></ul><p>From this Acquire-Expand-Scale strategy, we can see why Palantir may incur short-term losses in exchange for robust, stable Revenue and Contribution Profit generation in the long term.</p><p><b>Growth</b></p><p>Q1 Revenue came in at $490 million, which is an increase of 31% YoY. As you can see, growth has decelerated over the last few quarters as Palantir grows over a larger base. Suffice to say, we are unlikely to see the 40%+ growth rates that investors are so accustomed to seeing. However, I believe Palantir has what it takes to at least produce 30%+ growth rates over the next few years as new and existing customers continue to adopt Palantir&#39;s breakthrough software.</p><p><img src=\"https://static.tigerbbs.com/7559544858a128c3016ab6450b35b368\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>As a supplemental metric, Billings — which is Revenue plus changes in Contract Liabilities — grew faster than overall Revenue. Contract Liabilities consist of Deferred Revenue and Customer Deposits that have not been recognized as Revenue. As such, the 35% growth in Billings means that there&#39;s higher Revenue Growth potential than meets the eye. This is supported by a 157% increase in the number of deals closed in Q1, which totaled 208 deals, compared to last year&#39;s 81 deals. Nonetheless, it is still a deceleration from prior quarters.</p><p><img src=\"https://static.tigerbbs.com/595648e598473dca2315f246c7651bf9\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>The slowdown in growth was primarily due to the lagging Government segment. Q1 Government Revenue was $242 million, up by only 16% YoY. According to the company&#39;s10-Q, virtually all of the Government Revenue growth came from existing customers as of Q4. The softness in Government Revenue is clearly a concern given that Palantir&#39;s bull thesis is closely tied to its relationship with government agencies. However, management did mention in the Q1 earnings call that Government Revenue is expected to reaccelerate in the next quarter:</p><blockquote>In the face of our customers&#39; challenges, we have and will continue to incur expenses prior to having contracts in the delivery of mission-critical capabilities. Following these investments, we expect acceleration of our U.S. government revenue into the second half of the year. In Q2 to date, we&#39;ve already seen the reacceleration of U.S. government revenue and expect<b>acceleration of the overall government segment to follow</b>in the next quarter or shortly thereafter — CFO Dave Glazer.</blockquote><p><img src=\"https://static.tigerbbs.com/e26c627c67284b3cc48993458f06aef7\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>On the other hand, Q1 Commercial Revenue growth remained robust, which saw a 54% YoY increase, to $205 million. This is the 5th straight quarter where Commercial Revenue accelerated. In the chart below, I&#39;ve included overall, US, and Non-US growth rates for reference. As you can see, US Commercial Revenue growth outpaced overall company growth, posting a whopping 136% YoY increase. Furthermore, management expects 2022 US Commercial Revenue to double YoY for the 3rd consecutive year, to $400 million+. This shows the increasing popularity and unmatched value proposition offered by Palantir Foundry.</p><p><img src=\"https://static.tigerbbs.com/a156be633835fada048f2b61c2a619b9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Taking a look at customer count, we can see why there are discrepancies between the two segments. As shown below, Palantir only added 4 new Government Customers, YoY. On the other hand, Palantir added 124 new Commercial Customers. It is also worth noting that despite US Commercial Customers making up 37% of total customer count, US Commercial Revenue only makes up 15% of Total Revenue. This shows high growth potential as Commercial Customers graduate from the Acquire, to Expand, to Scale phases.</p><p><img src=\"https://static.tigerbbs.com/0f97cf954faaae336cbf0de86d37cbab\" tg-width=\"640\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>On a side note, Revenue Per Top 20 Customer was $45 million, up 24% YoY. In addition, Net Dollar Retention rate was 124%, a drop from Q4&#39;s 131%. The softness in these metrics may yet be another indication that Palantir&#39;s growth has peaked.</p><p><img src=\"https://static.tigerbbs.com/525de0a8212ee91c6b520d7e32ed05c4\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>All in all, growth for Palantir as a whole remains robust, although we are seeing some significant slowdown in the Government department. However, Foundry and the Commercial segment seem to display a healthy pipeline, which should serve as the next growth engine for the company.</p><p><b>Profitability</b></p><p>Turning to the profitability of the company, Q1 Gross Profit was $352 million, which is a 79% Gross Margin. We can see that Gross Margins have been improving steadily over the last few quarters, demonstrating economies of scale within the business.</p><p><img src=\"https://static.tigerbbs.com/29f1c07a5d9b8546479cdfeae18d3f8c\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Contribution Profit — which is Gross Profit minus Sales &amp; Marketing Expenses but excludes Share-based Compensation (SBC) — was $252 million in Q1. This is a measure of operational efficiency in terms of deploying its software to customers. Q1 Contribution Margin was 57%, and you can see that it has trailed down as of lately. As discussed in the Business Model section, Contribution Margins are lower for customers in the Acquire and Expand phases. Since Palantir is currently focusing on acquiring new customers, especially in the Commercial realm, we can expect downward pressure on Contribution Margins in the short-to-medium term.</p><p><img src=\"https://static.tigerbbs.com/95a2cec84256bad8f80210ee7295163f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Operating Profit for the quarter was $(39) million, a (9)% Margin. On an Adjusted basis, Operating Profit was $117 million, a 26% Margin. Adjusted Operating Margin has been trending downwards due to management ramping up investments to market its software, including expanding its direct sales team. Management mentioned that this trend should continue in the foreseeable future.</p><p><img src=\"https://static.tigerbbs.com/4a40b6efb695a06694e560bb5ad6b9a7\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>As you may have guessed, the negative GAAP Operating Margin is due to heavy SBC. Despite a stabilization in SBC after its direct listing back in 2020 Q3, SBC as a % of Revenue remains high at 33% as of Q1. However, I expect SBC to continue to drop moving forward, possibly to the 10% level over time.</p><p><img src=\"https://static.tigerbbs.com/e566cfd69fb5fe4a2a65d9f854983283\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Q1 Net Income is much worse, which was $(101) million, a (23)% Margin. Adjusted Net Income, on the other hand, is positive at a 10% Margin.</p><p><img src=\"https://static.tigerbbs.com/a009de5afe198f34d587c05b0539f2e6\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>The poor Net Income performance relative to Operating Income is due to Palantir&#39;s realized and unrealized losses from Investments, namely the de-SPACed companies that Palantir partners with. Below are the companies that Palantir has invested in, including its corresponding amounts, as of Q4 2021. There are other SPAC investment commitments as of Q4 2021, but they may not have closed as some of these SPAC agreements did not fall through due to unfavorable market conditions. Nonetheless, some of these SPACs have lost a significant amount of their value relative to their NAV of $10 per share, which explains why Palantir&#39;s bottom line is significantly affected. Here are some examples:</p><ul><li>Lilium (LILM) — $2.69</li><li>Faraday Future (FFIE) — $2.50</li><li>Babylon Holdings (BBLN) — $1.16</li><li>Bird (BRDS) — $0.55</li><li>Wejo (WEJO) — $1.42</li></ul><p><img src=\"https://static.tigerbbs.com/a4d9a78021680283c989d7ccc40bc838\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2021 10-K</p><p>Overall, Palantir has strong earnings potential given its high Gross Margin profile. Furthermore, Gross Margin has been improving, demonstrating economies of scale. However, the company has yet to show operating leverage as management continues to reinvest back into the business. High SBC expenses and losses from investments are also issues to consider.</p><p>Financial Health</p><p>Despite GAAP unprofitability, Palantir has a fortress balance sheet as the company is already cash-flow positive. As of Q1, Palantir had $2.5 billion in Cash and Short-term Investments with $0.3 billion of Total Debt, mostly in the form of Operating Lease Liabilities. As such, Palantir has a Net Cash of around $2.3 billion. Current Ratio is also at a healthy level of 4.0x.</p><p>The company also has access to $500 million from its revolving credit facility, if need be. These funds remain undrawn.</p><p><img src=\"https://static.tigerbbs.com/d41882008b5ed6978a6b0ec4d7c25b63\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Palantir is already Free Cash Flow positive, generating $225 million of FCF in the last twelve months. FCF Margin dropped to just 5% in Q1, due to the timing of receipt of payments from customers, and timing of payments to vendors. The increase in Operating Expenses to scale the business is also a contributing factor to lower FCF Margins. However, there&#39;re reasons to believe that Palantir can achieve and sustain FCF Margins of 30%+ in the long run.</p><p><img src=\"https://static.tigerbbs.com/23c1ca2edf108ed2c6160197ceae15da\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>Given its strong balance sheet and cash-generative nature, I do not anticipate any equity raises or risks of bankruptcy. Now that Palantir is a self-funded business, Palantir needs to manage SBC spending to create the shareholder value that many investors sought for.</p><p><b>Outlook</b></p><p>In terms of outlook, management provided the following Q2 guidance:</p><ul><li><b>Revenue</b>— $470 million, implying a 25% YoY growth. This is quite a slowdown from Q1&#39;s 31% growth. However, I believe this is the most conservative scenario as management cites &#34;a wide range of potential upside&#34; driven by &#34;developing geopolitical events&#34;. US Government Revenue is also expected to accelerate in the next quarter.</li><li><b>Adjusted Operating Margin</b>— 20%. This is a drop from Q1&#39;s 27% as management ramps up investments &#34;to support our customers&#39; mission in advance of anticipated contract awards&#34;.</li></ul><p>Longer-term, management expects a 27% Adjusted Operating Margin for FY2022. In addition, management reiterated their long-term Revenue guidance of 30%+ growth for this year and the next 3 years through 2025.</p><p>Looking at Palantir&#39;s Total Remaining Deal Value can also give us a rough idea of Palantir&#39;s Revenue Potential. As shown below, Total Remaining Deal Value was $3.5 billion in Q1, up 25% YoY. This is a $0.3 billion decrease QoQ, showing some weakness in deal creation at the moment. Nevertheless, the deal pipeline remains robust and that should support Palantir&#39;s growth story moving forward.</p><p><img src=\"https://static.tigerbbs.com/d836dce4a14c27f69b8470dfc6a8a771\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir Investor Relations and Author&#39;s Analysis</p><p>As a public company, Palantir has also beaten analyst estimates in each and every quarter. This could be an assurance that Palantir will continue to outperform expectations.</p><p><img src=\"https://static.tigerbbs.com/b5bd8aa79eefcd7832922438f2a8e55b\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha</p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified 5 competitive advantages that Palantir possesses: technology, high barriers to entry, network effects, switching costs, and culture.</p><p><i><b>Technology</b></i></p><p>Despite being a publicly-traded company, Palantir is still considered to be one of those mysterious companies that many find difficult to understand. For me, I don&#39;t have a software engineering background, which makes the task of understanding Palantir&#39;s technological value proposition a real challenge. To make matters worst, Palantir&#39;s software has little coverage from industry analysts (Forrester, Gartner, Everest Group, etc.) and business software review sites (G2, etc.). The question is, how do we know if Palantir has a technological edge?</p><p>To answer that question, we can look at the types of deals and customers Palantir has established thus far. Below is a list of some of the deals that were signed in just the first half of 2022 alone. Mind you, these are not just some small-scale projects; these deals involve some of the largest and most important players in their respective industries. Such a strong deal pipeline speaks volumes about Palantir&#39;s technology moat.</p><ul><li>US Space Systems Command— $175 million contract value through March 2023.</li><li>Stellantis(STLA) — A leading automaker and mobility provider with $170 billion of Revenue in FY2021, will leverage Palantir&#39;s Foundry.</li><li>Trafigura— One of the largest multinational commodity trading companies that generated $231 billion of Revenue in FY2021, will collaborate with Palantir to develop a supply chain carbon emissions platform.</li><li>US Department of Health and Human Services— $90 million contract value for five years.</li><li>US Centers for Disease Control and Prevention— Customer since 2010. Extended partnership to modernize data management for disease monitoring and response.</li><li>Scuderia Ferrari— Customer since 2016. Extended partnership to utilize Foundry in Scuderia Ferrari’s Power Unit.</li><li>Hyundai Heavy Industries— The largest Korean auto manufacturer and Palantir will establish a big data platform for its business, with the potential of forming a joint venture to commercialize the platform.</li></ul><p><img src=\"https://static.tigerbbs.com/2b4ae5e82fb9bfea641536e37b499417\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/></p><p>Source: Palantir FY2022 Q1 Investor Presentation</p><p>Palantir has also been recognized as a Leader in the Dresner Wisdom of Crowds BI Market Study. Moreover, Palantir is part of FedRAMP, a government-wide program that empowers government agencies to adopt and use cloud services, particularly for information security and protection purposes. As of this writing, Palantir has 10 FedRAMP authorizations.</p><p><img src=\"https://static.tigerbbs.com/050365289a99536a27662fa1dd176c05\" tg-width=\"640\" tg-height=\"98\" referrerpolicy=\"no-referrer\"/></p><p>Source: FedRAMP Marketplace</p><p><i><b>High Barriers to Entry</b></i></p><p>Building a central operating system of that caliber, of that complexity — that is trusted by key industry players — is no easy feat. It requires years and decades of investment, development, and refinement, and Palantir has been doing so for two decades, which gives them a strong head start. Based on my research, I haven&#39;t come across any other company that comes close to what Palantir offers. These things put together creates high barriers to entry for emerging players to compete effectively with Palantir.</p><p>Palantir is also one of the most active names in the government sector, amassing a total of 93 Government Customers. Keep in mind that building such a large network requires substantial due diligence, relationship building, and lobbying, some things that not many companies are able to do or afford. As such, as it pertains to the government business, Palantir is setting high barriers to entry that practically eliminates most competition.</p><p><i><b>Network Effects</b></i></p><p>Despite its mysterious nature, Palantir has recently made itsFoundryandApollodocumentation available to the general public. This will help individuals, companies, investors, and the media to understand Palantir&#39;s software better, which should increase publicity. More importantly, this development should spur discussions in the developer community, thus increasing awareness, and ultimately, the adoption of Palantir&#39;s products.</p><p>As mentioned earlier, Palantir has 200+ data connectors and it works with major cloud platforms such as AWS, Snowflake, and Google Cloud (GOOG), which have network effects of their own. Just recently, Palantir and Google Cloud announced their partnership to make Foundry available on Google Cloud and Google Cloud Marketplace. This gives Palantir access to Google Clouds customers, including PayPal (PYPL), Twitter (TWTR), and Etsy (ETSY).</p><p><img src=\"https://static.tigerbbs.com/c9d286b4cc95de37ff84302d2d926e0f\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Google Cloud</p><p>Not only that, but Palantir also works with other cloud infrastructure service providers, including the top 3 providers listed in the chart below. This should amplify product distribution, leading to powerful network effects.</p><p><img src=\"https://static.tigerbbs.com/e02e55b6a000113eba8685b42c54c009\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>Source: Statista</p><p>On a side note, Palantir has also partnered with Carahsoft, which creates a channel program to increase Palantir&#39;s reach within the US Federal sector, solidifying its position in the government side of the business. One more thing, Palantir has also recently launched the Palantir Certification Program, encouraging users to learn how to use Foundry as well as highlight their technical expertise in Foundry.</p><p>Because of all the developments mentioned above, powerful network effects should ensue.</p><p><i><b>Switching Costs</b></i></p><p>Through its Acquire-Expand-Scale business strategy, Palantir inevitably creates high switching costs among its customers. As customers graduate to the Expand and Scale phases, they have already invested millions in the platform and experienced the full benefit of Palantir&#39;s central operating systems. As a reminder, Palantir offers a software infrastructure for data and operations, and infrastructures are very difficult to replace.</p><p>Let&#39;s take a look at an example. In 2016, through a Palantir-Airbus partnership, the aviation platform Skywise was formed. Skywise also serves as the medium to distribute Foundry across the aviation industry. Today, Skywise connects more than 9,000 aircraft across more than 100 airlines on the platform. If Airbus decides to abandon this program, the entire aviation value chain would be in a state of limbo, and that is something 100+ airlines would not want to deal with.</p><p><img src=\"https://static.tigerbbs.com/2562e7b0ef3dc91801f7bd972f33533a\" tg-width=\"1024\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/></p><p>Source: Harvard Business Review</p><p>Put simply, once customers use Palantir&#39;s software, they are hooked into it for the long run as switching providers (if there&#39;s even a solution better than what Palantir provides) would mean a radical change in the customers&#39; data/operations infrastructure. Moreover, developing in-house operating systems from scratch is difficult, time-consuming, and costly. In other words, customers would rather avoid the high switching costs and opportunity costs associated with replacing Palantir&#39;s operating system.</p><p><i><b>Culture</b></i></p><p>Palantir has a high Glassdoor rating of 4.3/5.0 with 79% of reviewers citing a &#34;Positive Business Outlook&#34; for the company.</p><p><img src=\"https://static.tigerbbs.com/e02901a6d5e0d6d927216ba38413df09\" tg-width=\"640\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/></p><p>Source: Glassdoor</p><p>Palantir is also founder-led, with the brilliant, eccentric, and visionary CEO Alex Karp at the helm of the company since day one. According to Comparably, Alex Karp is also a Top 5% based on 680 ratings. Alex Karp and co. are some of the most mission-critical people I get the pleasure of witnessing. And Palantirians are on board with management — the numbers speak for themselves.</p><p><img src=\"https://static.tigerbbs.com/f0d1db087f00e95b151d7f55a4be71e2\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/></p><p>Source: Comparably</p><p><b>Valuation</b></p><p>The last few quarters have been one of the most difficult times for growth investors. Growth stocks have lost 50%-90%+ of their values as raging inflation, rising interest rates, and quantitative tightening punish all things growth stocks. Palantir has not been spared from this rout. Since November 2021, Palantir has lost 70% of its value.</p><p>In terms of EV/Sales, Palantir traded as high as 50x. Today, it trades at just 6.9x. In terms of EV/Gross Profit, Palantir traded as high as 100x. Today, it trades at just 11.3x.</p><p><img src=\"https://static.tigerbbs.com/02063016a5eb93f0b0775684657b9598\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Source: Koyfin</p><p>After the selloff, Palantir now trades at a market cap of roughly $16 billion. To put further context to this number, investors can buy Palantir at a cheaper valuation than its 2015 funding round, which closed at a $20 billion valuation.</p><p>While the stock may look cheap today, further downside is possible given recession fears, raging inflation, rising interest rates, supply chain constraints, and a slowdown in growth. However, there seems to be a large margin of safety for long-term investors interested in partnering up with a high-quality, wide-moat business with a long growth runway ahead.</p><p><b>Catalysts</b></p><ul><li><b>GAAP Profitability</b>— Perhaps, one of the biggest milestones that Palantir can achieve is GAAP profitability. Much of the bear theses against Palantir is the insurmountable losses on a GAAP basis. Sure, Palantir is already profitable on a Non-GAAP and FCF basis, but in the long term, stock prices go up based on improvements in the bottom line of the income statement as well as the strong non-dilutive cash flow generation of the company. As such, flipping into GAAP profitability will most likely be a boost to Palantir&#39;s bull thesis.</li><li><b>Government Reacceleration</b>— As mentioned earlier, Palantir&#39;s growth story is largely predicated on its ability to retain and expand its ecosystem of government customers. As we have seen over the last few quarters, Government Revenue growth has decelerated to head-scratching levels. To recall, Q4 and Q1 Government Revenue growth was only 26% and 16%, respectively. Such a huge deceleration is probably the reason whyArk Invest dumped shares of Palantir. Despite the plateau in the Government segment, management does expect growth in the segment to reaccelerate in the next quarter. Returning to consistent 20%-30%+ growth in this department should welcome more bulls into the camp.</li><li><b>Buyback Program</b>— A big concern at the back of some investors&#39; minds is the fact that there have been no insider purchases ever since Palantir went public. Instead, we&#39;re only seeing selling after selling by insiders. That is certainly not a confidence booster for investors. However, given the recent selloff of the stock, management may be inclined to put their capital to good use. With Palantir&#39;s large cash in hand of $2.5 billion, management may start a share repurchase program, a well-needed silver lining during what seemed to be the gloomiest market environment we&#39;ve seen since the dot-com bubble and great financial crisis.</li></ul><p><b>Risks</b></p><ul><li><b>Revenue Concentration</b>— In FY2020 and FY2021, Palantir&#39;s top three customers accounted for 25% and 18% of total Revenue. While Revenue concentration is getting better, it is still a risk worth considering. On a side note, Palantir has a long sales cycle of six months to more than a year. Therefore, if Palantir loses major customers, it will take time for the company to recoup the losses as a result of customers leaving the platform.</li><li><b>SPAC Investments</b>— During the Q1 earnings call, management mentioned that Revenue contribution from SPAC investments is expected to be about $30 million per quarter. That is an annual run rate of $120 million. With that said, some of these de-SPACed companies are trading like penny stocks. Most of these companies are also unprofitable and worse, some of them are concept companies generating zero Revenue. As such, there&#39;s a strong likelihood that some of them will eventually go bankrupt. When this happens, Palantir&#39;s: 1) Revenue is negatively affected, 2) customer count decreases, and 3) earnings per share takes a hit as the company faces higher losses from investments.</li><li><b>Dilution</b>— This is perhaps the most controversial topic when it comes to investing in Palantir. While SBC as a % of Revenue is gradually improving, there&#39;s no denying that SBC spending has been high and continues to be high. This makes dilution a real problem, no matter how much growth the company can bring into the business. As shown below, Shares Outstanding more than tripled in the last two years.</li></ul><p><img src=\"https://static.tigerbbs.com/ff17e5bbcda87aa888bacd421bbaad77\" tg-width=\"640\" tg-height=\"46\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha</p><p><b>Conclusion</b></p><p>Palantir is building the central operating system for the modern world, powered by its three platforms: Gotham, Foundry, and Apollo. The company is posting strong growth numbers, particularly fueled by its Commercial segment, which will be the primary driving force of growth in the years to come. On the other hand, the Government segment is showing some weakness, although management expects a reacceleration of growth in that department. Nevertheless, Palantir has technology, network effects, switching costs, high barriers to entry, and culture moats that should support its growth trajectory.</p><p>The past few months have not been easy for the stock, but the valuation reset is well needed and I think it has overshot to the downside. While we may see new lows due to a tough macro environment and the risks mentioned above, I believe there&#39;s a substantial margin of safety for long-term investors. I believe it is an opportune time to accumulate shares of this high-quality, wide-moat, black box company.</p><p>Thank you for reading my Palantir deep dive.</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: The Black Box Company</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 Black Box Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 13:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519420-palantir-stock-selloff-overdone-robust-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGround Zero led to Zero to One — One being Palantir.Palantir is building the central operating system of the modern world.Growth remains robust, particularly in its Commercial segment, which ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519420-palantir-stock-selloff-overdone-robust-growth\">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/4519420-palantir-stock-selloff-overdone-robust-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178592634","content_text":"SummaryGround Zero led to Zero to One — One being Palantir.Palantir is building the central operating system of the modern world.Growth remains robust, particularly in its Commercial segment, which will be the main growth engine for the company in the next decade.Dilution and GAAP unprofitability remain the biggest risks, especially so in this kind of market environment.Although we may see further downside, the selloff seems to be overdone. Palantir is a buy.Given the complexity and mysterious nature of the business, this Palantir (NYSE:PLTR) deep dive is probably the most difficult piece that I've written compared to other company deep dives that I've covered so far. I hope you find value in this article. Enjoy!Investment ThesisPalantir: the meme stock, the cult stock, the black box company. There's a lot of chatter about Palantir on the Internet and I've come to notice that there's a lot of love and hate for the company. Regardless of what others say, it is undeniable that Palantir is one of the most mission-critical companies today.Palantir is building the central operating system of the modern world, turning chaos into order. The ultimate bull thesis is that Palantir will replace legacy data and operations infrastructure, and Palantir's technology and management are more than capable of achieving this ambition.The selloff has also created a wonderful opportunity to accumulate shares of Palantir. Palantir is a Buy at these levels.Value PropositionOn 11th September 2001, 19 terrorists hijacked four commercial airlines during what seemed to be a normal working day for corporate America. What followed left the world at a standstill — things happened so slowly and so quickly that billions of people all over the globe were paralyzed by what they were seeing on their TV screens.Two planes struck both the North and South Towers of the World Trade Center, only to leave both skyscrapers crumbling down a few hours later. Another plane crashed on the west side of The Pentagon, the home of the US Department of Defense, which left question marks on the true strength of the US military. The last plane, fortunately, failed to demolish its intended building target as a passenger steered the plane to an open field.2,977 people lost their lives that day.Undoubtedly, 9/11 left a huge scar on America. For one, the World Trade Center crash site was dubbed Ground Zero. While America work its way to recover and regain its confidence after the attacks, five entrepreneurs — Peter Thiel, Joe Lonsdale, Stephen Cohen, Nathan Gettings, and Alex Karp — joined forces to form Palantir. The name of the company resembles palantíri or \"seeing stones\" from the movie The Lord of the Rings. These stones were balls of crystal that enable the users to communicate with one another and to see afar, much like what Palantir was designed to do — to identify, anticipate, and prevent future attacks.In essence, Ground Zero became the stepping stone to Zero to One—One being Palantir.This is a good segway to the first topic of this article: what does Palantir do as a business?In a nutshell, Palantir builds and deploys the foundational software of tomorrow that serves as the central operating system for its customers.Traditionally, government and commercial institutions need to invest millions and even billions of dollars to build their own digital infrastructures, enterprise data warehouses, and digital twin models, which are incredibly difficult, complex, and risky to execute. But for Palantir, the more difficult, complex, and risky it is, the bigger the opportunity and the more likely it is for Palantir to succeed.With that in mind, Palantir aims to help organizations to accelerate their digital transformation by integrating their data, decisions, and operations at scale. In other words, Palantir is a big data platform that helps companies make sense of their data to make data-driven decisions.This is achieved through Palantir's three core products: Gotham, Foundry, and Apollo.GothamPalantir Gotham is the operating system for government decision-making. It has been used by government agencies including the USIC, NSA, FBI, CDC, and Air force to combat terrorism and analyze various highly-sensitive, highly-confidential matters. Rumors have also surfaced about Palantir Gotham playing a certain role in helping the US Navy SEALs locate and assassinate former Al-Qaeda leader, Osama bin Laden.Source: Palantir WebsiteAside from government agencies, financial institutions have also adopted Gotham specifically for fraud detection and investigations.Gotham leverages artificial intelligence to identify patterns, threats, and hidden information deep within cluttered datasets. At the same time, machine learning embedded in its software provides continuous feedback loops which improve its models over time, allowing for smarter and faster decision-making.Given that Gotham caters specifically to government functions, not much information has been published regarding its technology, thus the black-box nature of the overall business. The company's S-1 filing does cover a few features but it is quite vague, to say the least. On one hand, we can look at Palantir's commercial product, Foundry, to at least get some level of understanding of how Gotham works.FoundryPalantir Foundry is the operating system for modern enterprises. Foundry has an open architecture and it integrates siloed data sources, analytics, and teams into a common foundation.Source: Palantir WebsiteThere are 5 layers to the Foundry stack, with each layer bridging the gap between data analytics and operational decision-making:Data Integration— Foundry utilizes 200+ data connectors to integrate different data sources, data lakes, and data warehouses across the enterprise, across different types of data points including structured, unstructured, streaming, IoT, transactional, geospatial data, and more.Model Integration— Customers can integrate business logic and models by using Foundry's open, interoperable architecture along with third-party models like Snowflake (SNOW), Microsoft Azure (MSFT), and AWS (AMZN). Foundry can extend these third-party platforms into operations with bi-directional data syncs to ensure that Foundry is always in sync with those existing data systems.Ontology— Foundry connects all the data and models, and brings them together into a common foundation that can be used by the entire organization. This is called the Ontology and it is the operational layer of the organization. The Ontology connects all the digital assets (data and models) to their real-world counterparts (such as equipment, products, and customer orders), forming a digital twin of the enterprise that users can interact with.Workflows— With the Ontology in place, users can develop custom workflows or use out-of-the-box applications. As more and more objects, actions, and workflows are added, the shared Ontology evolves over time with greater operational knowledge.Decision Orchestration— After integrating all the historically siloed data and models, Foundry enables users to take actionable and insightful decisions, whether through manual operations, simulations, or AI.While this may be an oversimplified explanation of the Foundry platform, it does give us a rough idea of how Foundry works. Perhaps, we can take a look at a case study to get a better grasp of what Foundry does.For example, here's how one of the largest utility companies in the US, PG&E, uses Foundry:Data Integration— PG&E is facing a massive climate threat as global warming increases the risks of wildfire breakouts. As such, the company needs to leverage the 8-10 billion data points it receives every single day to operate a safe and reliable energy system. Foundry helps to aggregate and make sense of these data.Model Integration— Palantir has an open architecture that allows PG&E to integrate Foundry and other third-party models into a single platform. This enables PG&E to utilize all the models and data across various platforms, which ultimately gives richer datasets to combat wildfires.Ontology— PG&E has launched the Enhanced Powerline Safety Settings to protect the grid and prevent wildfires. By integrating equipment health data, geospatial location, and network topology, Foundry is able to create a digital representation of PG&E's entire grid and its 25,000+ miles of wire. This way, PG&E can monitor the various components of the grid, and identify which of them need preventative maintenance.Source: Palantir YouTubeWorkflows— PG&E can leverage a common set of objects, actions, and relationships to develop custom workflows. Foundry enables PG&E to manage workflows across the lifecycle of the grid including scenario modeling, work planning, scheduling, executing, operating, and closing.Decision Orchestration— Based on the new data that Foundry presented, PG&E can now make more informed decisions to protect its grid. For instance, PG&E can automate the switching on and off of certain devices in the grid, based on specific weather conditions, thus decreasing the likelihood of wildfires.Again, this is just one of many use cases. Foundry is applicable to other industries including auto racing, anti-money laundering, cryptocurrency, financial services, emerging startups, supply chains, telecommunications, and more.Ultimately, Foundry aims to be the central operating system for modern commercial entities, replacing legacy data infrastructures and operating systems. Palantir has even gone as far as claiming that Foundry will be the next AWS in the coming decade.Source: Palantir FY2022 Q1 Investor PresentationApolloPalantir Apollo is the operating system for continuous delivery. Apollo serves as the software to manage, deploy, and maintain Gotham and Foundry worldwide, across virtually any environment. Before its launch, deploying Palantir's software involves manual installations, upgrades, and configurations, which is especially true for the non-tech savvy governmental organizations. Back in 2008, Palantir Gotham ran on-premises, which is time-consuming and not scalable, thus leading to few software upgrades or updates.Fast forward to 2016, Palantir launched the cloud-based Foundry, which gained positive reception from its commercial customers. As such, Palantir also began offering Gotham through the cloud. This allowed for the continuous delivery of Palantir's user-facing products, and it is made possible through Apollo.Source: Palantir BlogApollo is an autonomous software deployment platform. Developers merge code once and can deploy software across all environments from a single pane of glass. With Apollo, Palantir's software — whether it be initial setup, new features, or security updates — can be rapidly and securely delivered through on-premise data centers, classified networks, embedded edge devices, the cloud, and more. More importantly, Apollo enables Palantir to bring its SaaS offering to environments where no SaaS has gone before.Source: Palantir Apollo DocumentationWith the ever-growing popularity of SaaS offerings, the launch of Apollo enhances Palantir's distribution prowess and market adoption. Not only that, but it also accelerates customers' time to value as well as caters to a broader range of customers given the vast deployment options available.With all that said, despite its somewhat secretive nature as a public company, it seems that Palantir's three platforms display top-level interoperability and security, setting high standards to be the central operating system of the modern world. Its 2-decade tenure, solid government exposure, and widening customer base are also testaments to its unique technology offering.Market OpportunityAccording to Palantir's S-1 Filing, its total addressable market (TAM) is about $113 billion, comprising $63 billion for the government segment and $56 billion for the commercial segment. Breaking it down further by geography, Palantir estimated that the TAM for the US government sector is $26 billion while the international government sector is estimated to be $37 billion in value.These estimates were calculated back in 2020, and we all know that there have been several important developments over the last couple of years that could mean TAM expansion for Palantir (pandemic, Russia-Ukraine war, cryptocurrency acceptance, SPAC boom, supply chain constraints, etc.). Furthermore, Palantir has rolled out additional features to supplement its core software products, which should also expand its use cases and TAM.Source: Palantir FY2022 Q1 Investor PresentationIt is important to note that Palantir competes first and for most, with internal software developers where companies usually attempt to build in-house data platforms from scratch. In the fast-changing modern world, companies want speed and certainty — building their own operating systems is too high of a risk to take. That's where the opportunity is for Palantir.Industry analysts have also sized the Big Data Analytics market to reach $200 to $600 billion+ over the next few years. It is also worth mentioning that the US government total expenditures have been on a long-term upward trajectory, which means higher incremental budgets for defense and intelligence initiatives that can flow to Palantir Gotham.Source: FRED Government Total ExpendituresBusiness ModelThe company generates revenue from the sale of cloud-based subscriptions and on-premises subscriptions — both of these include ongoing operations and maintenance services. Revenue is generally recognized over the contract term on a ratable basis.In addition, Palantir also generates revenue from professional services such as on-demand support, platform configurations, training, and data modeling support.According to the S-1, Palantir's \"pricing is based primarily on the value that we anticipate our software platforms will produce for our customers.\" As such, pricing and customer billings vary from contract to contract.Palantir also incorporates usage-based pricing for Foundry, thus allowing smaller commercial customers to use Foundry without breaking the bank. As these customers scale, Palantir stands to benefit from increased usage of its platform.Source: Palantir FY2022 Q1 Investor PresentationCentral to its business model is its Acquire-Expand-Scale strategy:Acquire— Customers with less than $100,000 in Revenue belong in this category. The Acquire phase involves short-term pilot projects with little to no cost to customers, in an attempt to get them to experience Palantir's value proposition. Palantir operates at a loss during this phase. However, it is expected to generate significant Revenue over time. For example, the same customers in the 2020-Acquire cohort generated $36.8 million in 2021, as opposed to just $0.3 million in the previous year.Expand— Customers with more than $100,000 in Revenue but negative Contribution Margins, fall into this category. The Expand phase is where customers begin to realize Palantir's value proposition, and therefore, begin ramping up investments in the software. Similar to the Acquire phase, Palantir operates at a loss during the Expand phase. However, Revenue begins to scale at this stage. For instance, 2020-Expand cohort customers generated $83.3 million in 2021, as opposed to just $20.3 million in 2020. On the flip side, Contribution Margin for this cohort was (150)%.Scale— Customers with more than $100,000 in Revenue and positive Contribution Margins, belong in this category. In the Scale phase, Palantir's investment costs relative to Revenue drops as customers become self-sufficient. 2020-Scale cohort customers generated $1.3 billion in 2021, as compared to $1.1 billion in the prior year. Contribution Margin for this cohort was 63% for both 2020 and 2021.From this Acquire-Expand-Scale strategy, we can see why Palantir may incur short-term losses in exchange for robust, stable Revenue and Contribution Profit generation in the long term.GrowthQ1 Revenue came in at $490 million, which is an increase of 31% YoY. As you can see, growth has decelerated over the last few quarters as Palantir grows over a larger base. Suffice to say, we are unlikely to see the 40%+ growth rates that investors are so accustomed to seeing. However, I believe Palantir has what it takes to at least produce 30%+ growth rates over the next few years as new and existing customers continue to adopt Palantir's breakthrough software.Source: Palantir Investor Relations and Author's AnalysisAs a supplemental metric, Billings — which is Revenue plus changes in Contract Liabilities — grew faster than overall Revenue. Contract Liabilities consist of Deferred Revenue and Customer Deposits that have not been recognized as Revenue. As such, the 35% growth in Billings means that there's higher Revenue Growth potential than meets the eye. This is supported by a 157% increase in the number of deals closed in Q1, which totaled 208 deals, compared to last year's 81 deals. Nonetheless, it is still a deceleration from prior quarters.Source: Palantir Investor Relations and Author's AnalysisThe slowdown in growth was primarily due to the lagging Government segment. Q1 Government Revenue was $242 million, up by only 16% YoY. According to the company's10-Q, virtually all of the Government Revenue growth came from existing customers as of Q4. The softness in Government Revenue is clearly a concern given that Palantir's bull thesis is closely tied to its relationship with government agencies. However, management did mention in the Q1 earnings call that Government Revenue is expected to reaccelerate in the next quarter:In the face of our customers' challenges, we have and will continue to incur expenses prior to having contracts in the delivery of mission-critical capabilities. Following these investments, we expect acceleration of our U.S. government revenue into the second half of the year. In Q2 to date, we've already seen the reacceleration of U.S. government revenue and expectacceleration of the overall government segment to followin the next quarter or shortly thereafter — CFO Dave Glazer.Source: Palantir Investor Relations and Author's AnalysisOn the other hand, Q1 Commercial Revenue growth remained robust, which saw a 54% YoY increase, to $205 million. This is the 5th straight quarter where Commercial Revenue accelerated. In the chart below, I've included overall, US, and Non-US growth rates for reference. As you can see, US Commercial Revenue growth outpaced overall company growth, posting a whopping 136% YoY increase. Furthermore, management expects 2022 US Commercial Revenue to double YoY for the 3rd consecutive year, to $400 million+. This shows the increasing popularity and unmatched value proposition offered by Palantir Foundry.Source: Palantir Investor Relations and Author's AnalysisTaking a look at customer count, we can see why there are discrepancies between the two segments. As shown below, Palantir only added 4 new Government Customers, YoY. On the other hand, Palantir added 124 new Commercial Customers. It is also worth noting that despite US Commercial Customers making up 37% of total customer count, US Commercial Revenue only makes up 15% of Total Revenue. This shows high growth potential as Commercial Customers graduate from the Acquire, to Expand, to Scale phases.Source: Palantir Investor Relations and Author's AnalysisOn a side note, Revenue Per Top 20 Customer was $45 million, up 24% YoY. In addition, Net Dollar Retention rate was 124%, a drop from Q4's 131%. The softness in these metrics may yet be another indication that Palantir's growth has peaked.Source: Palantir Investor Relations and Author's AnalysisAll in all, growth for Palantir as a whole remains robust, although we are seeing some significant slowdown in the Government department. However, Foundry and the Commercial segment seem to display a healthy pipeline, which should serve as the next growth engine for the company.ProfitabilityTurning to the profitability of the company, Q1 Gross Profit was $352 million, which is a 79% Gross Margin. We can see that Gross Margins have been improving steadily over the last few quarters, demonstrating economies of scale within the business.Source: Palantir Investor Relations and Author's AnalysisContribution Profit — which is Gross Profit minus Sales & Marketing Expenses but excludes Share-based Compensation (SBC) — was $252 million in Q1. This is a measure of operational efficiency in terms of deploying its software to customers. Q1 Contribution Margin was 57%, and you can see that it has trailed down as of lately. As discussed in the Business Model section, Contribution Margins are lower for customers in the Acquire and Expand phases. Since Palantir is currently focusing on acquiring new customers, especially in the Commercial realm, we can expect downward pressure on Contribution Margins in the short-to-medium term.Source: Palantir Investor Relations and Author's AnalysisOperating Profit for the quarter was $(39) million, a (9)% Margin. On an Adjusted basis, Operating Profit was $117 million, a 26% Margin. Adjusted Operating Margin has been trending downwards due to management ramping up investments to market its software, including expanding its direct sales team. Management mentioned that this trend should continue in the foreseeable future.Source: Palantir Investor Relations and Author's AnalysisAs you may have guessed, the negative GAAP Operating Margin is due to heavy SBC. Despite a stabilization in SBC after its direct listing back in 2020 Q3, SBC as a % of Revenue remains high at 33% as of Q1. However, I expect SBC to continue to drop moving forward, possibly to the 10% level over time.Source: Palantir Investor Relations and Author's AnalysisQ1 Net Income is much worse, which was $(101) million, a (23)% Margin. Adjusted Net Income, on the other hand, is positive at a 10% Margin.Source: Palantir Investor Relations and Author's AnalysisThe poor Net Income performance relative to Operating Income is due to Palantir's realized and unrealized losses from Investments, namely the de-SPACed companies that Palantir partners with. Below are the companies that Palantir has invested in, including its corresponding amounts, as of Q4 2021. There are other SPAC investment commitments as of Q4 2021, but they may not have closed as some of these SPAC agreements did not fall through due to unfavorable market conditions. Nonetheless, some of these SPACs have lost a significant amount of their value relative to their NAV of $10 per share, which explains why Palantir's bottom line is significantly affected. Here are some examples:Lilium (LILM) — $2.69Faraday Future (FFIE) — $2.50Babylon Holdings (BBLN) — $1.16Bird (BRDS) — $0.55Wejo (WEJO) — $1.42Source: Palantir FY2021 10-KOverall, Palantir has strong earnings potential given its high Gross Margin profile. Furthermore, Gross Margin has been improving, demonstrating economies of scale. However, the company has yet to show operating leverage as management continues to reinvest back into the business. High SBC expenses and losses from investments are also issues to consider.Financial HealthDespite GAAP unprofitability, Palantir has a fortress balance sheet as the company is already cash-flow positive. As of Q1, Palantir had $2.5 billion in Cash and Short-term Investments with $0.3 billion of Total Debt, mostly in the form of Operating Lease Liabilities. As such, Palantir has a Net Cash of around $2.3 billion. Current Ratio is also at a healthy level of 4.0x.The company also has access to $500 million from its revolving credit facility, if need be. These funds remain undrawn.Source: Palantir Investor Relations and Author's AnalysisPalantir is already Free Cash Flow positive, generating $225 million of FCF in the last twelve months. FCF Margin dropped to just 5% in Q1, due to the timing of receipt of payments from customers, and timing of payments to vendors. The increase in Operating Expenses to scale the business is also a contributing factor to lower FCF Margins. However, there're reasons to believe that Palantir can achieve and sustain FCF Margins of 30%+ in the long run.Source: Palantir Investor Relations and Author's AnalysisGiven its strong balance sheet and cash-generative nature, I do not anticipate any equity raises or risks of bankruptcy. Now that Palantir is a self-funded business, Palantir needs to manage SBC spending to create the shareholder value that many investors sought for.OutlookIn terms of outlook, management provided the following Q2 guidance:Revenue— $470 million, implying a 25% YoY growth. This is quite a slowdown from Q1's 31% growth. However, I believe this is the most conservative scenario as management cites \"a wide range of potential upside\" driven by \"developing geopolitical events\". US Government Revenue is also expected to accelerate in the next quarter.Adjusted Operating Margin— 20%. This is a drop from Q1's 27% as management ramps up investments \"to support our customers' mission in advance of anticipated contract awards\".Longer-term, management expects a 27% Adjusted Operating Margin for FY2022. In addition, management reiterated their long-term Revenue guidance of 30%+ growth for this year and the next 3 years through 2025.Looking at Palantir's Total Remaining Deal Value can also give us a rough idea of Palantir's Revenue Potential. As shown below, Total Remaining Deal Value was $3.5 billion in Q1, up 25% YoY. This is a $0.3 billion decrease QoQ, showing some weakness in deal creation at the moment. Nevertheless, the deal pipeline remains robust and that should support Palantir's growth story moving forward.Source: Palantir Investor Relations and Author's AnalysisAs a public company, Palantir has also beaten analyst estimates in each and every quarter. This could be an assurance that Palantir will continue to outperform expectations.Source: Seeking AlphaCompetitive MoatsBased on my research and analysis, I identified 5 competitive advantages that Palantir possesses: technology, high barriers to entry, network effects, switching costs, and culture.TechnologyDespite being a publicly-traded company, Palantir is still considered to be one of those mysterious companies that many find difficult to understand. For me, I don't have a software engineering background, which makes the task of understanding Palantir's technological value proposition a real challenge. To make matters worst, Palantir's software has little coverage from industry analysts (Forrester, Gartner, Everest Group, etc.) and business software review sites (G2, etc.). The question is, how do we know if Palantir has a technological edge?To answer that question, we can look at the types of deals and customers Palantir has established thus far. Below is a list of some of the deals that were signed in just the first half of 2022 alone. Mind you, these are not just some small-scale projects; these deals involve some of the largest and most important players in their respective industries. Such a strong deal pipeline speaks volumes about Palantir's technology moat.US Space Systems Command— $175 million contract value through March 2023.Stellantis(STLA) — A leading automaker and mobility provider with $170 billion of Revenue in FY2021, will leverage Palantir's Foundry.Trafigura— One of the largest multinational commodity trading companies that generated $231 billion of Revenue in FY2021, will collaborate with Palantir to develop a supply chain carbon emissions platform.US Department of Health and Human Services— $90 million contract value for five years.US Centers for Disease Control and Prevention— Customer since 2010. Extended partnership to modernize data management for disease monitoring and response.Scuderia Ferrari— Customer since 2016. Extended partnership to utilize Foundry in Scuderia Ferrari’s Power Unit.Hyundai Heavy Industries— The largest Korean auto manufacturer and Palantir will establish a big data platform for its business, with the potential of forming a joint venture to commercialize the platform.Source: Palantir FY2022 Q1 Investor PresentationPalantir has also been recognized as a Leader in the Dresner Wisdom of Crowds BI Market Study. Moreover, Palantir is part of FedRAMP, a government-wide program that empowers government agencies to adopt and use cloud services, particularly for information security and protection purposes. As of this writing, Palantir has 10 FedRAMP authorizations.Source: FedRAMP MarketplaceHigh Barriers to EntryBuilding a central operating system of that caliber, of that complexity — that is trusted by key industry players — is no easy feat. It requires years and decades of investment, development, and refinement, and Palantir has been doing so for two decades, which gives them a strong head start. Based on my research, I haven't come across any other company that comes close to what Palantir offers. These things put together creates high barriers to entry for emerging players to compete effectively with Palantir.Palantir is also one of the most active names in the government sector, amassing a total of 93 Government Customers. Keep in mind that building such a large network requires substantial due diligence, relationship building, and lobbying, some things that not many companies are able to do or afford. As such, as it pertains to the government business, Palantir is setting high barriers to entry that practically eliminates most competition.Network EffectsDespite its mysterious nature, Palantir has recently made itsFoundryandApollodocumentation available to the general public. This will help individuals, companies, investors, and the media to understand Palantir's software better, which should increase publicity. More importantly, this development should spur discussions in the developer community, thus increasing awareness, and ultimately, the adoption of Palantir's products.As mentioned earlier, Palantir has 200+ data connectors and it works with major cloud platforms such as AWS, Snowflake, and Google Cloud (GOOG), which have network effects of their own. Just recently, Palantir and Google Cloud announced their partnership to make Foundry available on Google Cloud and Google Cloud Marketplace. This gives Palantir access to Google Clouds customers, including PayPal (PYPL), Twitter (TWTR), and Etsy (ETSY).Source: Google CloudNot only that, but Palantir also works with other cloud infrastructure service providers, including the top 3 providers listed in the chart below. This should amplify product distribution, leading to powerful network effects.Source: StatistaOn a side note, Palantir has also partnered with Carahsoft, which creates a channel program to increase Palantir's reach within the US Federal sector, solidifying its position in the government side of the business. One more thing, Palantir has also recently launched the Palantir Certification Program, encouraging users to learn how to use Foundry as well as highlight their technical expertise in Foundry.Because of all the developments mentioned above, powerful network effects should ensue.Switching CostsThrough its Acquire-Expand-Scale business strategy, Palantir inevitably creates high switching costs among its customers. As customers graduate to the Expand and Scale phases, they have already invested millions in the platform and experienced the full benefit of Palantir's central operating systems. As a reminder, Palantir offers a software infrastructure for data and operations, and infrastructures are very difficult to replace.Let's take a look at an example. In 2016, through a Palantir-Airbus partnership, the aviation platform Skywise was formed. Skywise also serves as the medium to distribute Foundry across the aviation industry. Today, Skywise connects more than 9,000 aircraft across more than 100 airlines on the platform. If Airbus decides to abandon this program, the entire aviation value chain would be in a state of limbo, and that is something 100+ airlines would not want to deal with.Source: Harvard Business ReviewPut simply, once customers use Palantir's software, they are hooked into it for the long run as switching providers (if there's even a solution better than what Palantir provides) would mean a radical change in the customers' data/operations infrastructure. Moreover, developing in-house operating systems from scratch is difficult, time-consuming, and costly. In other words, customers would rather avoid the high switching costs and opportunity costs associated with replacing Palantir's operating system.CulturePalantir has a high Glassdoor rating of 4.3/5.0 with 79% of reviewers citing a \"Positive Business Outlook\" for the company.Source: GlassdoorPalantir is also founder-led, with the brilliant, eccentric, and visionary CEO Alex Karp at the helm of the company since day one. According to Comparably, Alex Karp is also a Top 5% based on 680 ratings. Alex Karp and co. are some of the most mission-critical people I get the pleasure of witnessing. And Palantirians are on board with management — the numbers speak for themselves.Source: ComparablyValuationThe last few quarters have been one of the most difficult times for growth investors. Growth stocks have lost 50%-90%+ of their values as raging inflation, rising interest rates, and quantitative tightening punish all things growth stocks. Palantir has not been spared from this rout. Since November 2021, Palantir has lost 70% of its value.In terms of EV/Sales, Palantir traded as high as 50x. Today, it trades at just 6.9x. In terms of EV/Gross Profit, Palantir traded as high as 100x. Today, it trades at just 11.3x.Source: KoyfinAfter the selloff, Palantir now trades at a market cap of roughly $16 billion. To put further context to this number, investors can buy Palantir at a cheaper valuation than its 2015 funding round, which closed at a $20 billion valuation.While the stock may look cheap today, further downside is possible given recession fears, raging inflation, rising interest rates, supply chain constraints, and a slowdown in growth. However, there seems to be a large margin of safety for long-term investors interested in partnering up with a high-quality, wide-moat business with a long growth runway ahead.CatalystsGAAP Profitability— Perhaps, one of the biggest milestones that Palantir can achieve is GAAP profitability. Much of the bear theses against Palantir is the insurmountable losses on a GAAP basis. Sure, Palantir is already profitable on a Non-GAAP and FCF basis, but in the long term, stock prices go up based on improvements in the bottom line of the income statement as well as the strong non-dilutive cash flow generation of the company. As such, flipping into GAAP profitability will most likely be a boost to Palantir's bull thesis.Government Reacceleration— As mentioned earlier, Palantir's growth story is largely predicated on its ability to retain and expand its ecosystem of government customers. As we have seen over the last few quarters, Government Revenue growth has decelerated to head-scratching levels. To recall, Q4 and Q1 Government Revenue growth was only 26% and 16%, respectively. Such a huge deceleration is probably the reason whyArk Invest dumped shares of Palantir. Despite the plateau in the Government segment, management does expect growth in the segment to reaccelerate in the next quarter. Returning to consistent 20%-30%+ growth in this department should welcome more bulls into the camp.Buyback Program— A big concern at the back of some investors' minds is the fact that there have been no insider purchases ever since Palantir went public. Instead, we're only seeing selling after selling by insiders. That is certainly not a confidence booster for investors. However, given the recent selloff of the stock, management may be inclined to put their capital to good use. With Palantir's large cash in hand of $2.5 billion, management may start a share repurchase program, a well-needed silver lining during what seemed to be the gloomiest market environment we've seen since the dot-com bubble and great financial crisis.RisksRevenue Concentration— In FY2020 and FY2021, Palantir's top three customers accounted for 25% and 18% of total Revenue. While Revenue concentration is getting better, it is still a risk worth considering. On a side note, Palantir has a long sales cycle of six months to more than a year. Therefore, if Palantir loses major customers, it will take time for the company to recoup the losses as a result of customers leaving the platform.SPAC Investments— During the Q1 earnings call, management mentioned that Revenue contribution from SPAC investments is expected to be about $30 million per quarter. That is an annual run rate of $120 million. With that said, some of these de-SPACed companies are trading like penny stocks. Most of these companies are also unprofitable and worse, some of them are concept companies generating zero Revenue. As such, there's a strong likelihood that some of them will eventually go bankrupt. When this happens, Palantir's: 1) Revenue is negatively affected, 2) customer count decreases, and 3) earnings per share takes a hit as the company faces higher losses from investments.Dilution— This is perhaps the most controversial topic when it comes to investing in Palantir. While SBC as a % of Revenue is gradually improving, there's no denying that SBC spending has been high and continues to be high. This makes dilution a real problem, no matter how much growth the company can bring into the business. As shown below, Shares Outstanding more than tripled in the last two years.Source: Seeking AlphaConclusionPalantir is building the central operating system for the modern world, powered by its three platforms: Gotham, Foundry, and Apollo. The company is posting strong growth numbers, particularly fueled by its Commercial segment, which will be the primary driving force of growth in the years to come. On the other hand, the Government segment is showing some weakness, although management expects a reacceleration of growth in that department. Nevertheless, Palantir has technology, network effects, switching costs, high barriers to entry, and culture moats that should support its growth trajectory.The past few months have not been easy for the stock, but the valuation reset is well needed and I think it has overshot to the downside. While we may see new lows due to a tough macro environment and the risks mentioned above, I believe there's a substantial margin of safety for long-term investors. I believe it is an opportune time to accumulate shares of this high-quality, wide-moat, black box company.Thank you for reading my Palantir deep dive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091709576,"gmtCreate":1643936002360,"gmtModify":1676533873443,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Didn't buy before earnings report :(","listText":"Didn't buy before earnings report :(","text":"Didn't buy before earnings report :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091709576","repostId":"2208313868","repostType":4,"repost":{"id":"2208313868","pubTimestamp":1643929200,"share":"https://ttm.financial/m/news/2208313868?lang=&edition=fundamental","pubTime":"2022-02-04 07:00","market":"us","language":"en","title":"Amazon Stock Surges on Strong Q4 Results, Prime Membership Price Increase","url":"https://stock-news.laohu8.com/highlight/detail?id=2208313868","media":"StreetInsider","summary":"Amazon  shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon </a> shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $27.75 coming in better than the consensus estimate of $3.58. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.</p><p><img src=\"https://static.tigerbbs.com/2643b15ce8ee4399c069cb2c8ed251c2\" tg-width=\"881\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>According to Andy Jassy, Amazon CEO, the company saw higher costs driven by labor supply shortages and inflationary pressures over the holidays, with these issues persisting into Q1 due to Omicron. Jassy noted, however, that they feel optimistic and excited about the business as the company emerges from the pandemic, despite these short-term challenges.</p><p>The company expects Q1/22 revenue in the range of $112-117 billion (3-8% year-over-year growth), lower than the consensus estimate of $120.1 billion.</p><p>The company announced that it will raise its Prime membership price in the U.S. to $14.99 from $12.99 for a monthly membership, and to $139 from $119 for an annual membership. This represents the first time since the company increased its Prime membership price in 2018. The change will go into effect on February 18 for new Prime members. For current Prime members, the price change will go into effect after March 25 on the date of their next renewal.</p></body></html>","source":"highlight_streetinsider","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>Amazon Stock Surges on Strong Q4 Results, Prime Membership Price Increase</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\">\nAmazon Stock Surges on Strong Q4 Results, Prime Membership Price Increase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19556585><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon  shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $27.75 coming in better than the consensus estimate of $3.58. Revenues grew 9% year-over-year to $...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19556585\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19556585","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208313868","content_text":"Amazon  shares were trading 14% higher after-hours following the company’s Q4 results, with EPS of $27.75 coming in better than the consensus estimate of $3.58. Revenues grew 9% year-over-year to $137.4 billion, almost in line with the consensus estimate of $137.56 billion.According to Andy Jassy, Amazon CEO, the company saw higher costs driven by labor supply shortages and inflationary pressures over the holidays, with these issues persisting into Q1 due to Omicron. Jassy noted, however, that they feel optimistic and excited about the business as the company emerges from the pandemic, despite these short-term challenges.The company expects Q1/22 revenue in the range of $112-117 billion (3-8% year-over-year growth), lower than the consensus estimate of $120.1 billion.The company announced that it will raise its Prime membership price in the U.S. to $14.99 from $12.99 for a monthly membership, and to $139 from $119 for an annual membership. This represents the first time since the company increased its Prime membership price in 2018. The change will go into effect on February 18 for new Prime members. For current Prime members, the price change will go into effect after March 25 on the date of their next renewal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099263870,"gmtCreate":1643368343721,"gmtModify":1676533811907,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"CW sells and Bill Ackman buys. Who is the smart one 😂","listText":"CW sells and Bill Ackman buys. Who is the smart one 😂","text":"CW sells and Bill Ackman buys. Who is the smart one 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099263870","repostId":"1181284641","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163871225,"gmtCreate":1623879075067,"gmtModify":1703822127623,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Rate hike is not happening soon, no reason for share price to continue its drop!","listText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Rate hike is not happening soon, no reason for share price to continue its drop!","text":"$Rocket Companies(RKT)$Rate hike is not happening soon, no reason for share price to continue its drop!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163871225","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317065789,"gmtCreate":1612399339341,"gmtModify":1704870626574,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Hope INTC will benefit!","listText":"Hope INTC will benefit!","text":"Hope INTC will benefit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/317065789","repostId":"1137654867","repostType":4,"repost":{"id":"1137654867","pubTimestamp":1612320630,"share":"https://ttm.financial/m/news/1137654867?lang=&edition=fundamental","pubTime":"2021-02-03 10:50","market":"us","language":"en","title":"U.S. senators urge White House action on auto chip shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1137654867","media":"reuters","summary":"WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer","content":"<p>WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global semiconductor shortage that is hampering auto manufacturing.</p>\n<p>The senators, from key auto states like Michigan, Ohio, Tennessee, Wisconsin, Illinois, Indiana and South Carolina, in a letter to the White House warned the “shortage threatens our post-pandemic economic recovery.”</p>\n<p>Automakers around the world are shutting assembly lines because of problems in the delivery of semiconductors, which have been exacerbated in some cases by the former Trump administration’s actions against Chinese chip factories.</p>\n<p>The shortage has impacted Volkswagen, Ford Motor Co, Subaru Corp, Toyota Motor Corp, Nissan Motor Co Ltd, Fiat Chrysler Automobiles and other car makers.</p>\n<p>“We believe that the incoming administration can continue to play a helpful role in alleviating the worst impacts of the shortage on American workers,” the senators wrote.</p>\n<p>A U.S. spokeswoman for Nissan said Tuesday the automaker made some short-term production adjustments because of the shortage “starting with three non-production days on the truck line at our Canton, Mississippi, facility.”</p>\n<p>The senators, including auto caucus chairs Democrat Sherrod Brown and Republican Rob Portman, urged the White House “to support efforts to secure the necessary funding to swiftly implement the semiconductor-related provisions in the most recent National Defense Authorization Act, which would boost the production of semiconductor manufacturing and incent the domestic production of semiconductors in the future.”</p>\n<p>Matt Blunt, who heads the American Automotive Policy Council representing U.S. automakers, praised the senators “who recognize it is a significant challenge for the auto sector.”</p>\n<p>The White House did not immediately comment.</p>\n<p>Automakers around the world are adjusting assembly lines caused by the shortages and have cut some production, caused by manufacturing delays that some semiconductor makers blame on a faster-than expected recovery from the coronavirus pandemic.</p>\n<p>In 2019, automotive groups accounted for roughly a tenth of the $429 billion semiconductor market, according to McKinsey.</p>","source":"ltzww","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>U.S. senators urge White House action on auto chip shortage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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\">\nU.S. senators urge White House action on auto chip shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-03 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.reuters.com/article/us-usa-autos-chips/u-s-senators-urge-white-house-action-on-auto-chip-shortage-idUSKBN2A2353?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137654867","content_text":"WASHINGTON (Reuters) -A group of 15 U.S. senators on Tuesday including Majority Leader Chuck Schumer and Republican John Cornyn urged the White House to work with Congress to address the global semiconductor shortage that is hampering auto manufacturing.\nThe senators, from key auto states like Michigan, Ohio, Tennessee, Wisconsin, Illinois, Indiana and South Carolina, in a letter to the White House warned the “shortage threatens our post-pandemic economic recovery.”\nAutomakers around the world are shutting assembly lines because of problems in the delivery of semiconductors, which have been exacerbated in some cases by the former Trump administration’s actions against Chinese chip factories.\nThe shortage has impacted Volkswagen, Ford Motor Co, Subaru Corp, Toyota Motor Corp, Nissan Motor Co Ltd, Fiat Chrysler Automobiles and other car makers.\n“We believe that the incoming administration can continue to play a helpful role in alleviating the worst impacts of the shortage on American workers,” the senators wrote.\nA U.S. spokeswoman for Nissan said Tuesday the automaker made some short-term production adjustments because of the shortage “starting with three non-production days on the truck line at our Canton, Mississippi, facility.”\nThe senators, including auto caucus chairs Democrat Sherrod Brown and Republican Rob Portman, urged the White House “to support efforts to secure the necessary funding to swiftly implement the semiconductor-related provisions in the most recent National Defense Authorization Act, which would boost the production of semiconductor manufacturing and incent the domestic production of semiconductors in the future.”\nMatt Blunt, who heads the American Automotive Policy Council representing U.S. automakers, praised the senators “who recognize it is a significant challenge for the auto sector.”\nThe White House did not immediately comment.\nAutomakers around the world are adjusting assembly lines caused by the shortages and have cut some production, caused by manufacturing delays that some semiconductor makers blame on a faster-than expected recovery from the coronavirus pandemic.\nIn 2019, automotive groups accounted for roughly a tenth of the $429 billion semiconductor market, according to McKinsey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310891958,"gmtCreate":1611299809874,"gmtModify":1704859394912,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Long Intel :)","listText":"Long Intel :)","text":"Long Intel :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/310891958","repostId":"2105468557","repostType":4,"repost":{"id":"2105468557","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1611287513,"share":"https://ttm.financial/m/news/2105468557?lang=&edition=fundamental","pubTime":"2021-01-22 11:51","market":"us","language":"en","title":"Intel floats possibility of licensing deals but would TSMC and Samsung be interested?","url":"https://stock-news.laohu8.com/highlight/detail?id=2105468557","media":"Reuters","summary":"Jan 21 (Reuters) - Intel Corp executives have raised the possibility of licensing chipmaking technol","content":"<p>Jan 21 (Reuters) - Intel Corp executives have raised the possibility of licensing chipmaking technology from outside firms, a move that could see it exchanging manufacturing secrets with rival Taiwan Semiconductor Manufacturing Co Ltd (TSMC) or Samsung Electronics Co Ltd .</p>\n<p>Intel is <a href=\"https://laohu8.com/S/AONE\">one</a> of the few remaining semiconductor firms that both designs and manufactures its own chips, but the business model has come into question in recent years as the company lost its manufacturing lead to the Taiwanese and Korean companies.</p>\n<p>One option urged by some investors would be to outsource manufacturing. The company said, however, on Thursday that while it plans to increase its use of outside factories, the majority of its 2023 products would be made internally.</p>\n<p>But licensing technology could help Intel avoid major investments in rivals' factories that outsourcing deals would likely entail.</p>\n<p>\"Broadly speaking, that may mean sharing technologies that we have that they could use or leveraging technologies that others have developed that we can use as well,\" outgoing Chief Executive Bob Swan told an earnings call.</p>\n<p>That said, questions remain over how much a licensing deal would cost and whether a rival firm would even be interested.</p>\n<p>Intel did not name companies it might license from but TSMC and Samsung are its only competitors for high-end chips.</p>\n<p>\"It seems a little weird to me that TSMC would give away to the keys to the kindgom unless there's a sizeable payment that went with it,\" said Stacy Rasgon, an analyst with Bernstein.</p>","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>Intel floats possibility of licensing deals but would TSMC and Samsung be interested?</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\">\nIntel floats possibility of licensing deals but would TSMC and Samsung be interested?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-01-22 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Jan 21 (Reuters) - Intel Corp executives have raised the possibility of licensing chipmaking technology from outside firms, a move that could see it exchanging manufacturing secrets with rival Taiwan Semiconductor Manufacturing Co Ltd (TSMC) or Samsung Electronics Co Ltd .</p>\n<p>Intel is <a href=\"https://laohu8.com/S/AONE\">one</a> of the few remaining semiconductor firms that both designs and manufactures its own chips, but the business model has come into question in recent years as the company lost its manufacturing lead to the Taiwanese and Korean companies.</p>\n<p>One option urged by some investors would be to outsource manufacturing. The company said, however, on Thursday that while it plans to increase its use of outside factories, the majority of its 2023 products would be made internally.</p>\n<p>But licensing technology could help Intel avoid major investments in rivals' factories that outsourcing deals would likely entail.</p>\n<p>\"Broadly speaking, that may mean sharing technologies that we have that they could use or leveraging technologies that others have developed that we can use as well,\" outgoing Chief Executive Bob Swan told an earnings call.</p>\n<p>That said, questions remain over how much a licensing deal would cost and whether a rival firm would even be interested.</p>\n<p>Intel did not name companies it might license from but TSMC and Samsung are its only competitors for high-end chips.</p>\n<p>\"It seems a little weird to me that TSMC would give away to the keys to the kindgom unless there's a sizeable payment that went with it,\" said Stacy Rasgon, an analyst with Bernstein.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SSNLF":"三星电子","TSM":"台积电","INTC":"英特尔","SMSD.UK":"三星电子"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105468557","content_text":"Jan 21 (Reuters) - Intel Corp executives have raised the possibility of licensing chipmaking technology from outside firms, a move that could see it exchanging manufacturing secrets with rival Taiwan Semiconductor Manufacturing Co Ltd (TSMC) or Samsung Electronics Co Ltd .\nIntel is one of the few remaining semiconductor firms that both designs and manufactures its own chips, but the business model has come into question in recent years as the company lost its manufacturing lead to the Taiwanese and Korean companies.\nOne option urged by some investors would be to outsource manufacturing. The company said, however, on Thursday that while it plans to increase its use of outside factories, the majority of its 2023 products would be made internally.\nBut licensing technology could help Intel avoid major investments in rivals' factories that outsourcing deals would likely entail.\n\"Broadly speaking, that may mean sharing technologies that we have that they could use or leveraging technologies that others have developed that we can use as well,\" outgoing Chief Executive Bob Swan told an earnings call.\nThat said, questions remain over how much a licensing deal would cost and whether a rival firm would even be interested.\nIntel did not name companies it might license from but TSMC and Samsung are its only competitors for high-end chips.\n\"It seems a little weird to me that TSMC would give away to the keys to the kindgom unless there's a sizeable payment that went with it,\" said Stacy Rasgon, an analyst with Bernstein.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168183046,"gmtCreate":1623965413285,"gmtModify":1703824695960,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"What about Intc?","listText":"What about Intc?","text":"What about Intc?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168183046","repostId":"2144749073","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376755990,"gmtCreate":1619151715110,"gmtModify":1704720452409,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"It's funny how analysts think they know the business better than the ones running it.","listText":"It's funny how analysts think they know the business better than the ones running it.","text":"It's funny how analysts think they know the business better than the ones running it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376755990","repostId":"1145865439","repostType":4,"repost":{"id":"1145865439","pubTimestamp":1619146694,"share":"https://ttm.financial/m/news/1145865439?lang=&edition=fundamental","pubTime":"2021-04-23 10:58","market":"us","language":"en","title":"Intel’s new CEO has another big problem to fix","url":"https://stock-news.laohu8.com/highlight/detail?id=1145865439","media":"MarketWatch","summary":"Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if riva","content":"<blockquote>\n Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n</blockquote>\n<p>Intel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.</p>\n<p>In its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.</p>\n<p>But the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.</p>\n<p>The state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.</p>\n<p>Intel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.</p>\n<p>But it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.</p>\n<p>“Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”</p>\n<p>Gelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.</p>\n<p>“We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”</p>\n<p>Even so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “</p>\n<p>With data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.</p>","source":"market_watch","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> Intel’s new CEO has another big problem to fix</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 Intel’s new CEO has another big problem to fix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n\nIntel Corp.’s new chief executive, Pat Gelsinger, has another urgent ...</p>\n\n<a href=\"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1145865439","content_text":"Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n\nIntel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.\nIn its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.\nBut the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.\nThe state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.\nIntel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.\nBut it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.\n“Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”\nGelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.\n“We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”\nEven so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “\nWith data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312689642,"gmtCreate":1612140570786,"gmtModify":1704867344661,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Tiger halted options trading for GME, not good","listText":"Tiger halted options trading for GME, not good","text":"Tiger halted options trading for GME, not good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312689642","repostId":"2107296200","repostType":4,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319208113377296,"gmtCreate":1718945216932,"gmtModify":1718945221708,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Umbrella for me [Happy]","listText":"Umbrella for me [Happy]","text":"Umbrella for me [Happy]","images":[{"img":"https://community-static.tradeup.com/news/3132a4f8f9fab33b773a3bb43d07a25a"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319208113377296","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9052432916,"gmtCreate":1655201670535,"gmtModify":1676535581578,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, 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/9052432916","repostId":"9022524674","repostType":1,"repost":{"id":9022524674,"gmtCreate":1653552819200,"gmtModify":1676535303082,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Time Travel with Tiger, Join the Memorabilia Adventure Now!!!","htmlText":"\n \n \n  Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi\n \n","listText":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","text":"Happy Birthday to TIGER!!! This year, we have prepared a time machine to go on an adventure with you. Come and find surprising gifts as we stroll down memory lane!There are so many wonderful little stories in our Tiger Quest. Collect as many coins as you can in the game, these will be your basic points of this game. Apart from one mini-game mission for SG/AU/NZ, the games will be open every week, and there are endless treasures waiting for you to discover. Points can be redeemed for multiple rewards, and you can win a share of up to USD 200,000 worth of prizes! Want to win extra points? Check out these mini-games, try them, stay with us and be PAWSITIVE!Remember to collect the cards and spell out \"T.I.G.E.R\" during your journey for a chance to receive the limited edition 8th Anniversary Gi","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022524674","isVote":1,"tweetType":2,"object":{"id":"97af7069aa6440eab7c85601f72b41b1","tweetId":"9022524674","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/5836ee3f387702302012189230/1IRQdazMc4YA.mp4","poster":"https://community-static.tradeup.com/news/f2462b20b2a9a2483ae56cbb54dcb2a7"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091703272,"gmtCreate":1643936099813,"gmtModify":1676533873453,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Join in the fun!","listText":"Join in the fun!","text":"Join in the fun!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091703272","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128089624,"gmtCreate":1624495336468,"gmtModify":1703838255312,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>Speculation for nowhttps://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-on-report-that-comcast-is-considering-deal.html","listText":"<a href=\"https://laohu8.com/S/VIAC\">$Viacom CBS(VIAC)$</a>Speculation for nowhttps://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-on-report-that-comcast-is-considering-deal.html","text":"$Viacom CBS(VIAC)$Speculation for nowhttps://www.cnbc.com/2021/06/23/viacomcbs-roku-shares-jump-on-report-that-comcast-is-considering-deal.html","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128089624","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160466741,"gmtCreate":1623804638883,"gmtModify":1703819864313,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"These events always provide the opportunity to buy and sell","listText":"These events always provide the opportunity to buy and sell","text":"These events always provide the opportunity to buy and sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160466741","repostId":"2143680537","repostType":4,"repost":{"id":"2143680537","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623797252,"share":"https://ttm.financial/m/news/2143680537?lang=&edition=fundamental","pubTime":"2021-06-16 06:47","market":"us","language":"en","title":"Wall Street ends down as data spooks investors awaiting Fed report","url":"https://stock-news.laohu8.com/highlight/detail?id=2143680537","media":"Reuters","summary":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wedn","content":"<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>","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>Wall Street ends down as data spooks investors awaiting Fed report</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\">\nWall Street ends down as data spooks investors awaiting Fed report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","BA":"波音","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","DDM":"道指两倍做多ETF","PSQ":"纳指反向ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DOG":"道指反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QLD":"纳指两倍做多ETF","OEX":"标普100",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143680537","content_text":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.\nAssurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.\nData showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.\n“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.\n“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”\nThe Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.\nThe benchmark S&P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.\nHowever, the S&P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.\nThe Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.\nSeven of the 11 major S&P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.\nThe largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]\nIn corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.\nHaving slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.\nVolume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317062496,"gmtCreate":1612399278515,"gmtModify":1704870624620,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"Good results!","listText":"Good results!","text":"Good results!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317062496","repostId":"2108766401","repostType":2,"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312680727,"gmtCreate":1612140473369,"gmtModify":1704867343850,"author":{"id":"3560480589682396","authorId":"3560480589682396","name":"WYK","avatar":"https://static.tigerbbs.com/a384cf39bb14b2a7695779f0f5c3b81d","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560480589682396","authorIdStr":"3560480589682396"},"themes":[],"htmlText":"IGND!","listText":"IGND!","text":"IGND!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312680727","repostId":"1107251468","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}