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05-22

There will always be correction

03-05

U sell means its going go up

Sea Limited: A Bottom For Video Games Is Near, But Why I'm Out

03-04

4% nice dip ?

Palantir Shares Slide over 4% After the Latest S&P 500 Snub

02-26

Share your opinion about this news…

Alcoa Stock Drops 2% on Offer to Buy Australian Partner Alumina for $2.2 Billion

01-24

Ride the momentum . Price action with volume . No doubt abt it day traders are pushing the price higher

01-17

election play long. Volume increases, despite the price action

2023-12-30

$Marathon Digital Holdings Inc(MARA)$ It wont make a new high this cycle. It needs to make a new low first

2023-12-22

If feds starts cutting rates means economy is gloomy

U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate

2023-12-09

$MBIA Inc(MBI)$ $8 per share dividend is this for real

2023-11-18

$Alibaba(BABA)$ Bullish when stock is on a bear trend

2023-08-25

The market seem bearish

2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%

2023-08-08

$Invesco QQQ Trust-ETF(QQQ)$

2023-08-08

$Invesco QQQ Trust-ETF(QQQ)$

2023-07-13

Largest but dont wana name the company so sus

Plug Power Wins Order for Largest Announced Project in Europe Oil and Gas

2023-07-12

Bye bye im shorting pltr now

Jim Cramer Just Gave Palantir Stock a Boost

2023-07-12

Thanks to cramer now pltr will free fall

Sorry, the original content has been removed

2023-06-10

$Invesco QQQ Trust(QQQ)$ Risk to reward ratio is higer now on the short side

2023-06-10

$Invesco QQQ Trust(QQQ)$

2023-06-08

Trade whats infront of u

Palantir Stock: Get Out ASAP (Rating Downgrade)

2023-05-27

$Palantir Technologies Inc.(PLTR)$ All the bagholders finally see the light

Go to Tiger App to see more news

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will always be correction","listText":"There will always be correction","text":"There will always be correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308654040531032","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281047638798584,"gmtCreate":1709639791329,"gmtModify":1709639794781,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"U sell means its going go up","listText":"U sell means its going go up","text":"U sell means its going go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281047638798584","repostId":"1163413007","repostType":2,"repost":{"id":"1163413007","pubTimestamp":1709638963,"share":"https://www.laohu8.com/m/news/1163413007?lang=&edition=full","pubTime":"2024-03-05 19:42","market":"us","language":"en","title":"Sea Limited: A Bottom For Video Games Is Near, But Why I'm Out","url":"https://stock-news.laohu8.com/highlight/detail?id=1163413007","media":"Seekingalpha","summary":"SummarySea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.Management expects another profitable year in 2024, calming ","content":"<html><head></head><body><h2 id=\"id_1352349920\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Sea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.</p></li><li><p>Management expects another profitable year in 2024, calming concerns about aggressive promotional activity in e-commerce.</p></li><li><p>I am lowering my valuation assumptions for the financial services business.</p></li><li><p>I am downgrading Sea stock and have sold my position.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59d1db170999c9a3a2924caff9971fdf\" alt=\"The convenience of shopping online.\" title=\"The convenience of shopping online.\" tg-width=\"750\" tg-height=\"500\"/><span>The convenience of shopping online.</span></p><p>Sea Limited saw choppy trading following its fourth quarter earnings release, with the stock trading higher double-digits pre-market before fading by early morning trading. The company reported solid results which showed some stabilization in the video game business along with aggressive growth in the e-commerce operations. Management has guided for 2024 to see “another profitable year,” which should calm some investors who might have feared overly aggressive promotional activity in e-commerce. Management also appeared to suggest that a bottom may be near for the video game segment, as they are guiding towards growth in bookings and users for their Free Fire game. I am now downgrading SE stock after adjusting my estimated valuation for the fintech business from “buy” to “neutral.”</p><h2 id=\"id_567858380\">Sea Limited Stock Price</h2><p>Sea Limited stock is seemingly one of the few tech stocks which are still trading near multi-year lows. The company has struggled to adapt to the higher interest rate environment, as that threw a wrench in its ability to balance growth and profitability.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab64b7f5f905dafe4b02d35e964210de\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"424\"/></p><p>I last covered SE in September, where I rated the stock a buy on account of both the improving fundamental picture as well as the potential for Indonesia to ban TikTok from e-commerce operations in the country. TikTok has since made an investment in Indonesia-based GoTo and appears close to resuming e-commerce operations.</p><h2 id=\"id_2676038108\">SE Stock Key Metrics</h2><p>In its most recent quarter, Sea Limited generated 5% YoY revenue growth to $3.62 billion, beating consensus estimates for $3.55 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e6e1ac1559ee2b9d715dceb0998b9eb\" alt=\"revenue\" title=\"revenue\" tg-width=\"1240\" tg-height=\"626\"/><span>revenue</span></p><p>Revenue growth was led by 23% YoY growth in e-commerce revenues, though this segment saw adjusted EBITDA swing negative.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/830c1a7e8f49bbec9bf67c75f57340b3\" alt=\"e-commerce\" title=\"e-commerce\" tg-width=\"1230\" tg-height=\"644\"/><span>e-commerce</span></p><p>Management has previously outlined expectations to invest heavily in promotional activity to gain e-commerce market share, and this showed with sales &amp; marketing expenses doubling YoY. The company otherwise showed decent cost discipline across the other expense buckets.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58453626907da7bd37abda28751c03fe\" alt=\"costs\" title=\"costs\" tg-width=\"1250\" tg-height=\"674\"/><span>costs</span></p><p>The company’s video game segment returned to being the “cash cow” for the company, though growth remains pressured here as the company has struggled to grow its user base.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a31d170d053e2e7a8ba8540480644fac\" alt=\"digital entertainment\" title=\"digital entertainment\" tg-width=\"1250\" tg-height=\"608\"/><span>digital entertainment</span></p><p>Prior to 2022, SE had historically “reinvested” video game profits to fund e-commerce losses. That dynamic shifted last year when the company began posting profits in its e-commerce divisions. But it appears that the company is back to its old ways, though its financial services division is now helping to contribute positively to the bottom line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f18717f4a20d520f487a0ebf18cdeb4\" alt=\"adjusted EBITDA\" title=\"adjusted EBITDA\" tg-width=\"1244\" tg-height=\"622\"/><span>adjusted EBITDA</span></p><p>The company generated a slim GAAP net income loss in the quarter, but still managed to close out 2023 with positive GAAP net income generation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4db708f26dc1dbf0ea9b13e9f356dcd0\" alt=\"net income\" title=\"net income\" tg-width=\"1246\" tg-height=\"630\"/><span>net income</span></p><p>SE ended the quarter with $8.5 billion in cash versus $3.3 billion in convertible notes. With profitability right around break even, this net cash balance sheet helps to reduce the risk profile of the stock.</p><p>Management shared some thoughts on their outlook for 2024. Management expects their top game Free Fire to “grow double-digits year-on-year for both user base and bookings in 2024.” That might imply that the Digital Entertainment segment may begin to see a “bottom” in its financial struggles, given that Free Fire should be the vast majority of the video game business. This addresses a critical bear thesis, namely, just when the video game business might stop bleeding.</p><p>Management noted that their e-commerce segment Shopee has gained market share in 2023 and they “intend to maintain our market share in 2024.” Management expects Shopee to see “high teens” growth in 2024 GMV and for adjusted EBITDA “to turn positive in the second half of this year.”</p><p>Finally, management noted that they expect 2024 to be “another profitable year” on a consolidated basis.</p><h2 id=\"id_2545108051\">Is SE Stock A Buy, Sell, or Hold?</h2><p>As of recent prices, SE traded at around 30x 2024 consensus earnings estimates, which operating leverage expected to drive earnings sharply higher thereafter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc07f333953bc07d87d125b0c29e818\" alt=\"consensus estimates\" title=\"consensus estimates\" tg-width=\"1280\" tg-height=\"162\"/><span>consensus estimates</span></p><p>Consensus estimates have SE growing revenues at a healthy double-digit pace moving forward.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e63c4e41d1aa5e37e2af07753cb4cd8e\" alt=\"consensus estimates\" title=\"consensus estimates\" tg-width=\"1280\" tg-height=\"325\"/><span>consensus estimates</span></p><p>I have a hunch that consensus estimates may prove optimistic on both fronts. I would not be surprised to see SE deliver double-digit growth this year given that the company will be lapping easier comparables, but I question whether the company can sustain double-digit growth in the years after. I also question whether the company can really deliver the expected operating leverage in 2025 given that e-commerce growth remains dilutive to the overall profitability.</p><p>I once again use a sum-of-the-parts valuation methodology for the company. I assume that the e-commerce segment can sustain 15% top-line growth for many years, justifying a 1.5x sales multiple, or a $15 billion valuation. I continue to use a 5x adjusted EBITDA target for the digital entertainment segment, which yields around $4.5 billion in value. I previously applied a 12x multiple for the financial services segment, but in hindsight this multiple is too optimistic given that U.S. based fintech operators like Block (SQ), Lightspeed (LSPD), and others are trading at valuations around 5x gross profits. I now instead apply a 5x sales multiple for the financial services segment, yielding a valuation of $10 billion. I do not include value from the net cash balance sheet due to uncertainty with regard to the aggressiveness of the e-commerce investment.</p><p>That leads to a total valuation of $29.5 billion. The stock currently trades at around $29 billion, implying minimal upside to that estimate. I would typically be applying a 20% conglomerate discount, and hoping for at least 20% upside to that target. Between the stock’s strong rally over the last several months, as well as my reduced fair value estimate, the stock no longer looks attractive from a risk-reward perspective.</p><p>There may be upside to my targets, particularly in the digital entertainment segment, but the surging broader markets may warrant a more risk-adverse mindset. I am downgrading Sea Limited stock from “buy” to a “neutral” rating until the valuation proposition improves.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: A Bottom For Video Games Is Near, But Why I'm Out</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\">\nSea Limited: A Bottom For Video Games Is Near, But Why I'm Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4675730-sea-limited-bottom-for-video-games-near-why-i-sold-stock><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.Management expects another profitable year in 2024, calming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4675730-sea-limited-bottom-for-video-games-near-why-i-sold-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4675730-sea-limited-bottom-for-video-games-near-why-i-sold-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163413007","content_text":"SummarySea Limited reported solid Q4 results with aggressive e-commerce growth boosting top-line numbers but diluting overall profitability.Management expects another profitable year in 2024, calming concerns about aggressive promotional activity in e-commerce.I am lowering my valuation assumptions for the financial services business.I am downgrading Sea stock and have sold my position.The convenience of shopping online.Sea Limited saw choppy trading following its fourth quarter earnings release, with the stock trading higher double-digits pre-market before fading by early morning trading. The company reported solid results which showed some stabilization in the video game business along with aggressive growth in the e-commerce operations. Management has guided for 2024 to see “another profitable year,” which should calm some investors who might have feared overly aggressive promotional activity in e-commerce. Management also appeared to suggest that a bottom may be near for the video game segment, as they are guiding towards growth in bookings and users for their Free Fire game. I am now downgrading SE stock after adjusting my estimated valuation for the fintech business from “buy” to “neutral.”Sea Limited Stock PriceSea Limited stock is seemingly one of the few tech stocks which are still trading near multi-year lows. The company has struggled to adapt to the higher interest rate environment, as that threw a wrench in its ability to balance growth and profitability.I last covered SE in September, where I rated the stock a buy on account of both the improving fundamental picture as well as the potential for Indonesia to ban TikTok from e-commerce operations in the country. TikTok has since made an investment in Indonesia-based GoTo and appears close to resuming e-commerce operations.SE Stock Key MetricsIn its most recent quarter, Sea Limited generated 5% YoY revenue growth to $3.62 billion, beating consensus estimates for $3.55 billion.revenueRevenue growth was led by 23% YoY growth in e-commerce revenues, though this segment saw adjusted EBITDA swing negative.e-commerceManagement has previously outlined expectations to invest heavily in promotional activity to gain e-commerce market share, and this showed with sales & marketing expenses doubling YoY. The company otherwise showed decent cost discipline across the other expense buckets.costsThe company’s video game segment returned to being the “cash cow” for the company, though growth remains pressured here as the company has struggled to grow its user base.digital entertainmentPrior to 2022, SE had historically “reinvested” video game profits to fund e-commerce losses. That dynamic shifted last year when the company began posting profits in its e-commerce divisions. But it appears that the company is back to its old ways, though its financial services division is now helping to contribute positively to the bottom line.adjusted EBITDAThe company generated a slim GAAP net income loss in the quarter, but still managed to close out 2023 with positive GAAP net income generation.net incomeSE ended the quarter with $8.5 billion in cash versus $3.3 billion in convertible notes. With profitability right around break even, this net cash balance sheet helps to reduce the risk profile of the stock.Management shared some thoughts on their outlook for 2024. Management expects their top game Free Fire to “grow double-digits year-on-year for both user base and bookings in 2024.” That might imply that the Digital Entertainment segment may begin to see a “bottom” in its financial struggles, given that Free Fire should be the vast majority of the video game business. This addresses a critical bear thesis, namely, just when the video game business might stop bleeding.Management noted that their e-commerce segment Shopee has gained market share in 2023 and they “intend to maintain our market share in 2024.” Management expects Shopee to see “high teens” growth in 2024 GMV and for adjusted EBITDA “to turn positive in the second half of this year.”Finally, management noted that they expect 2024 to be “another profitable year” on a consolidated basis.Is SE Stock A Buy, Sell, or Hold?As of recent prices, SE traded at around 30x 2024 consensus earnings estimates, which operating leverage expected to drive earnings sharply higher thereafter.consensus estimatesConsensus estimates have SE growing revenues at a healthy double-digit pace moving forward.consensus estimatesI have a hunch that consensus estimates may prove optimistic on both fronts. I would not be surprised to see SE deliver double-digit growth this year given that the company will be lapping easier comparables, but I question whether the company can sustain double-digit growth in the years after. I also question whether the company can really deliver the expected operating leverage in 2025 given that e-commerce growth remains dilutive to the overall profitability.I once again use a sum-of-the-parts valuation methodology for the company. I assume that the e-commerce segment can sustain 15% top-line growth for many years, justifying a 1.5x sales multiple, or a $15 billion valuation. I continue to use a 5x adjusted EBITDA target for the digital entertainment segment, which yields around $4.5 billion in value. I previously applied a 12x multiple for the financial services segment, but in hindsight this multiple is too optimistic given that U.S. based fintech operators like Block (SQ), Lightspeed (LSPD), and others are trading at valuations around 5x gross profits. I now instead apply a 5x sales multiple for the financial services segment, yielding a valuation of $10 billion. I do not include value from the net cash balance sheet due to uncertainty with regard to the aggressiveness of the e-commerce investment.That leads to a total valuation of $29.5 billion. The stock currently trades at around $29 billion, implying minimal upside to that estimate. I would typically be applying a 20% conglomerate discount, and hoping for at least 20% upside to that target. Between the stock’s strong rally over the last several months, as well as my reduced fair value estimate, the stock no longer looks attractive from a risk-reward perspective.There may be upside to my targets, particularly in the digital entertainment segment, but the surging broader markets may warrant a more risk-adverse mindset. I am downgrading Sea Limited stock from “buy” to a “neutral” rating until the valuation proposition improves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280658184462432,"gmtCreate":1709545180226,"gmtModify":1709545183531,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"4% nice dip ?&nbsp;","listText":"4% nice dip ?&nbsp;","text":"4% nice dip ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280658184462432","repostId":"1189464286","repostType":2,"repost":{"id":"1189464286","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":1709565814,"share":"https://www.laohu8.com/m/news/1189464286?lang=&edition=full","pubTime":"2024-03-04 23:23","market":"us","language":"en","title":"Palantir Shares Slide over 4% After the Latest S&P 500 Snub","url":"https://stock-news.laohu8.com/highlight/detail?id=1189464286","media":"Tiger Newspress","summary":"Palantir shares slid over 4% after the latest S&P 500 snub.CEO Alex Karp been boasting since last summer that Palantir's strong results make it eligible for inclusion in the S&P 500. However, S&P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. The changes will take effect on March 18.Inclusion in the S&P 500 typically benefits stocks as index funds holding portfolios that mi","content":"<html><head></head><body><p>Palantir shares slid over 4% after the latest S&amp;P 500 snub.</p><p>CEO Alex Karp been boasting since last summer that Palantir&#39;s strong results make it eligible for inclusion in the S&amp;P 500. However, S&amp;P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee5bf8eabada96a07848b11d84c1defb\" tg-width=\"798\" tg-height=\"618\"/></p><p>The changes will take effect on March 18.</p><p>Inclusion in the S&amp;P 500 typically benefits stocks as index funds holding portfolios that mirror the index are obligated to buy them to maintain the weightings of the constituent stocks. Additionally, the increased trading volume and liquidity due to purchases by index funds and ETFs further bolster the stock’s value.</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 Shares Slide over 4% After the Latest S&P 500 Snub</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 Shares Slide over 4% After the Latest S&P 500 Snub\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\">2024-03-04 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares slid over 4% after the latest S&amp;P 500 snub.</p><p>CEO Alex Karp been boasting since last summer that Palantir&#39;s strong results make it eligible for inclusion in the S&amp;P 500. However, S&amp;P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee5bf8eabada96a07848b11d84c1defb\" tg-width=\"798\" tg-height=\"618\"/></p><p>The changes will take effect on March 18.</p><p>Inclusion in the S&amp;P 500 typically benefits stocks as index funds holding portfolios that mirror the index are obligated to buy them to maintain the weightings of the constituent stocks. Additionally, the increased trading volume and liquidity due to purchases by index funds and ETFs further bolster the stock’s value.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189464286","content_text":"Palantir shares slid over 4% after the latest S&P 500 snub.CEO Alex Karp been boasting since last summer that Palantir's strong results make it eligible for inclusion in the S&P 500. However, S&P just released its latest update for the index, and Palantir has been snubbed but included Super Micro Computer and footwear designer and distributor Deckers Outdoor Corp. The changes will take effect on March 18.Inclusion in the S&P 500 typically benefits stocks as index funds holding portfolios that mirror the index are obligated to buy them to maintain the weightings of the constituent stocks. Additionally, the increased trading volume and liquidity due to purchases by index funds and ETFs further bolster the stock’s value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278230366920952,"gmtCreate":1708955139725,"gmtModify":1708955143670,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278230366920952","repostId":"1164569236","repostType":2,"repost":{"id":"1164569236","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708955100,"share":"https://www.laohu8.com/m/news/1164569236?lang=&edition=full","pubTime":"2024-02-26 21:45","market":"us","language":"en","title":"Alcoa Stock Drops 2% on Offer to Buy Australian Partner Alumina for $2.2 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1164569236","media":"Dow Jones","summary":"Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.The company will bu","content":"<html><head></head><body><p>Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.</p><p style=\"text-align: start;\">The company will buy Alumina Limited, which it works with in Australia and Brazil. It’s an all-stock deal. Alumina shareholders are set to get 0.02854 Alcoa share for each Alumina Limited share. That implied a value of 1.15 Australian dollars per Alumina share, a premium of about 13%, based on closing prices on Friday.</p><p>The deal values Alumina stock at about $2.2 billion. If the transaction proceeds as envisioned. Alcoa shareholders will own about 69% of the combined company. Alumina will own about 31%.</p><p>Alumina’s board recommended that its shareholders support the deal, Alcoa said in a statement on Sunday. Alumina had rejected a number of previous bids from Alcoa.</p><p>“Buying Alumina would consolidate the 40% of Alcoa’s bauxite and alumina assets that it does not own,” wrote Citi analyst Alexander Hacking. “From a strategic perspective, this makes sense.”</p><p>Some of the benefits include more vertical integration—Alcoa will have more control over its needed upstream raw materials. It also simplifies corporate structures, resulting in lower costs.</p><p>Shareholders seem OK with the transaction. Alumina stock was up about 7% in overseas trading at $1.09. Alcoa stock was down 2.3% in premarket trading Monday, at $25.9, while S&amp;P 500 and Dow Jones Industrial Average futures were both down about 0.1%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/058ef5f1d89512efe0594a23f60896b1\" tg-width=\"842\" tg-height=\"617\"/></p><p style=\"text-align: start;\">Some drop in an all-stock deal isn’t all that surprising. Investors don’t like seeing extra shares issued. What’s more arbitrage traders will try to lock in a spread by buying the target and selling shares of the acquiring company. At current prices and exchange rates, Alcoa’s premarket stock price implies 1.12 Australian dollars per Alumina share. The spread is 3 cents or about 3%.</p><p style=\"text-align: start;\">Shares of Alcoa’s competitors were mixed. American depositary receipts for mining giant Glencore were up 0.2%. Reliance Steel and Aluminum shares gained 0.2%, and shares of Century Aluminum were up 0.3%.</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>Alcoa Stock Drops 2% on Offer to Buy Australian Partner Alumina for $2.2 Billion</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\">\nAlcoa Stock Drops 2% on Offer to Buy Australian Partner Alumina for $2.2 Billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-26 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.</p><p style=\"text-align: start;\">The company will buy Alumina Limited, which it works with in Australia and Brazil. It’s an all-stock deal. Alumina shareholders are set to get 0.02854 Alcoa share for each Alumina Limited share. That implied a value of 1.15 Australian dollars per Alumina share, a premium of about 13%, based on closing prices on Friday.</p><p>The deal values Alumina stock at about $2.2 billion. If the transaction proceeds as envisioned. Alcoa shareholders will own about 69% of the combined company. Alumina will own about 31%.</p><p>Alumina’s board recommended that its shareholders support the deal, Alcoa said in a statement on Sunday. Alumina had rejected a number of previous bids from Alcoa.</p><p>“Buying Alumina would consolidate the 40% of Alcoa’s bauxite and alumina assets that it does not own,” wrote Citi analyst Alexander Hacking. “From a strategic perspective, this makes sense.”</p><p>Some of the benefits include more vertical integration—Alcoa will have more control over its needed upstream raw materials. It also simplifies corporate structures, resulting in lower costs.</p><p>Shareholders seem OK with the transaction. Alumina stock was up about 7% in overseas trading at $1.09. Alcoa stock was down 2.3% in premarket trading Monday, at $25.9, while S&amp;P 500 and Dow Jones Industrial Average futures were both down about 0.1%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/058ef5f1d89512efe0594a23f60896b1\" tg-width=\"842\" tg-height=\"617\"/></p><p style=\"text-align: start;\">Some drop in an all-stock deal isn’t all that surprising. Investors don’t like seeing extra shares issued. What’s more arbitrage traders will try to lock in a spread by buying the target and selling shares of the acquiring company. At current prices and exchange rates, Alcoa’s premarket stock price implies 1.12 Australian dollars per Alumina share. The spread is 3 cents or about 3%.</p><p style=\"text-align: start;\">Shares of Alcoa’s competitors were mixed. American depositary receipts for mining giant Glencore were up 0.2%. Reliance Steel and Aluminum shares gained 0.2%, and shares of Century Aluminum were up 0.3%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AWC.AU":"ALUMINA LTD","AA":"美国铝业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164569236","content_text":"Alcoa offered to buy out an Australian aluminum partner for $2.2 billion, increasing its weight in the global markets for alumina and bauxite—raw materials used for making aluminum.The company will buy Alumina Limited, which it works with in Australia and Brazil. It’s an all-stock deal. Alumina shareholders are set to get 0.02854 Alcoa share for each Alumina Limited share. That implied a value of 1.15 Australian dollars per Alumina share, a premium of about 13%, based on closing prices on Friday.The deal values Alumina stock at about $2.2 billion. If the transaction proceeds as envisioned. Alcoa shareholders will own about 69% of the combined company. Alumina will own about 31%.Alumina’s board recommended that its shareholders support the deal, Alcoa said in a statement on Sunday. Alumina had rejected a number of previous bids from Alcoa.“Buying Alumina would consolidate the 40% of Alcoa’s bauxite and alumina assets that it does not own,” wrote Citi analyst Alexander Hacking. “From a strategic perspective, this makes sense.”Some of the benefits include more vertical integration—Alcoa will have more control over its needed upstream raw materials. It also simplifies corporate structures, resulting in lower costs.Shareholders seem OK with the transaction. Alumina stock was up about 7% in overseas trading at $1.09. Alcoa stock was down 2.3% in premarket trading Monday, at $25.9, while S&P 500 and Dow Jones Industrial Average futures were both down about 0.1%.Some drop in an all-stock deal isn’t all that surprising. Investors don’t like seeing extra shares issued. What’s more arbitrage traders will try to lock in a spread by buying the target and selling shares of the acquiring company. At current prices and exchange rates, Alcoa’s premarket stock price implies 1.12 Australian dollars per Alumina share. The spread is 3 cents or about 3%.Shares of Alcoa’s competitors were mixed. American depositary receipts for mining giant Glencore were up 0.2%. Reliance Steel and Aluminum shares gained 0.2%, and shares of Century Aluminum were up 0.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266287476519016,"gmtCreate":1706047126824,"gmtModify":1706047131473,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Ride the momentum . Price action with&nbsp;volume . No doubt abt it day traders are pushing the price higher","listText":"Ride the momentum . Price action with&nbsp;volume . No doubt abt it day traders are pushing the price higher","text":"Ride the momentum . Price action with volume . No doubt abt it day traders are pushing the price higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266287476519016","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264140540760288,"gmtCreate":1705506832134,"gmtModify":1705506838635,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"election play long. Volume increases, despite the price action&nbsp;","listText":"election play long. Volume increases, despite the price action&nbsp;","text":"election play long. Volume increases, despite the price action","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264140540760288","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257423687299168,"gmtCreate":1703881475762,"gmtModify":1703881478774,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$&nbsp;</a>It wont make a new high this cycle. It needs to make a new low first","listText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$&nbsp;</a>It wont make a new high this cycle. It needs to make a new low first","text":"$Marathon Digital Holdings Inc(MARA)$ It wont make a new high this cycle. It needs to make a new low first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257423687299168","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254555719790832,"gmtCreate":1703184128161,"gmtModify":1703189287138,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"If feds starts cutting rates means economy is gloomy","listText":"If feds starts cutting rates means economy is gloomy","text":"If feds starts cutting rates means economy is gloomy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254555719790832","repostId":"1100377429","repostType":2,"repost":{"id":"1100377429","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":1703165476,"share":"https://www.laohu8.com/m/news/1100377429?lang=&edition=full","pubTime":"2023-12-21 21:31","market":"us","language":"en","title":"U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1100377429","media":"Tiger Newspress","summary":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis  said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials","content":"<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</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>U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third 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\">\nU.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate\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\">2023-12-21 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100377429","content_text":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250033212162144,"gmtCreate":1702062383632,"gmtModify":1702062388448,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$&nbsp;</a>$8 per share dividend is this for real","listText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$&nbsp;</a>$8 per share dividend is this for real","text":"$MBIA Inc(MBI)$ $8 per share dividend is this for real","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250033212162144","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242546843828320,"gmtCreate":1700252559430,"gmtModify":1700252563223,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish when stock is on a bear trend&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish when stock is on a bear trend&nbsp;","text":"$Alibaba(BABA)$ Bullish when stock is on a bear trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242546843828320","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212611480166504,"gmtCreate":1692946939063,"gmtModify":1692946942966,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"The market seem bearish","listText":"The market seem bearish","text":"The market seem bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212611480166504","repostId":"2361695525","repostType":2,"repost":{"id":"2361695525","pubTimestamp":1692925280,"share":"https://www.laohu8.com/m/news/2361695525?lang=&edition=full","pubTime":"2023-08-25 09:01","market":"us","language":"en","title":"2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2361695525","media":"Motley Fool","summary":"You may want to buy these two potential artificial intelligence winners before they fly higher.","content":"<html><head></head><body><p>The stock market has been in recovery mode so far in 2023 after being hammered badly last year over concerns about surging inflation and the resulting rise interest rates. The <strong>S&amp;P 500</strong> index is up 24% since hitting its most recent low on Oct. 12, 2022, and some on Wall Street are suggesting that a new bull market is underway.</p><p>The stock market&#39;s jump this year has been mostly driven by technology stocks, which benefited from the growing craze around artificial intelligence (AI). This explains why the <strong>Nasdaq-100 Technology Sector</strong> index jumped 39% so far in 2023 as compared to the S&amp;P 500&#39;s 15.5% gains. Tech stocks could head even higher and help the S&amp;P 500 -- which is less than 10% off its record highs -- hit a new benchmark by the end of the year and usher in a new bull market.</p><p>Records going back to 1932 indicate the average bull market lasts for almost five years. They also show the S&amp;P 500 averages gains of almost 178% in bull markets. Given these trends, now might be a good time to buy tech stocks, especially AI stocks, as they are expected to play a central role in sending the index higher.</p><p><strong>Advanced Micro Devices</strong> and <strong><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></strong> are two AI stocks worth buying hand over fist before they surge higher. Let&#39;s look at the reasons why.</p><h2 id=\"id_4042296886\">1. Advanced Micro Devices</h2><p><strong>Nvidia</strong> is a dominant player in AI chips and cornered a huge chunk of this fast-growing market, but Advanced Micro Devices is making gains as well. Customer interest in AMD&#39;s current generation MI250 data center accelerator increased thanks to software tweaks that allow the chip to close in on its Nvidia competitor. Also, AMD&#39;s upcoming MI300 accelerator is currently being tested by key customers and is on track to enter into accelerated production before the end of the year. Its specs indicate that it could help the company grab a bigger portion of the AI chip market.</p><p>AMD CEO Lisa Su said on the company&#39;s recent earnings conference call, &#34;AI cluster engagements grew by more than seven times sequentially as multiple customers initiated or expanded programs supporting future deployments of Instinct MI250 and MI300 hardware and software at scale.&#34;</p><p>This suggests AMD could soon start taking advantage of the lucrative market for AI accelerators, which the company anticipates could be worth a whopping $150 billion a year in 2027. More importantly, AMD&#39;s focus on the AI accelerator market could pull the company out of the slump it is in right now. Analysts anticipate AMD&#39;s top line to fall 3% in 2023 to nearly $23 billion, thanks to a weak PC market. But the company&#39;s growth is expected to accelerate sharply from next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a0b87f444f2d4bd35bca37057810bb9\" tg-width=\"720\" tg-height=\"387\"/></p><p>.</p><p>AMD Revenue Estimates for Current Fiscal Year data by YCharts.</p><p>Assuming AMD does hit $31 billion in revenue in 2025 and maintains its current sales multiple of 7.8, its market cap could hit $242 billion in three years. That would be a 40% increase from current levels. But don&#39;t be surprised to see AMD clocking faster growth and delivering even better upside in the coming years, given the huge addressable opportunity in AI chips.</p><p>AMD&#39;s stock price is already up 69% so far in 2023. Catalysts such as AI could help this semiconductor stock maintain its impressive momentum, which is why it will be a good idea for investors to buy it before it surges higher.</p><h2 id=\"id_3640075557\">2. Palo Alto Networks</h2><p>Share prices of Palo Alto Networks surged 14% on Aug. 21 after the company released fiscal 2023 fourth-quarter results (for the three months ended July 31) on Aug. 18. The cybersecurity specialist delivered impressive growth in revenue and earnings -- beating consensus estimates -- and delivered healthy earnings guidance for the new fiscal year that turned out to be way better than Wall Street&#39;s expectations.</p><p>Palo Alto finished fiscal 2023 with a 25% increase in revenue to $6.9 billion. The company&#39;s remaining performance obligations (RPOs), which refers to the total value of customer contracts that are yet to be fulfilled, increased at a faster pace of 30% to $10.6 billion, indicating that Palo Alto has built a solid revenue pipeline on account of an increase in customer spending. The company also reported $4.44 per share in adjusted earnings last year, a massive increase of 76% over the prior year.</p><p>Palo Alto expects to finish fiscal 2024 with earnings of $5.27 to $5.40 per share, which would be a jump of 19% to 22% over last year. That&#39;s way higher than the consensus estimates of $4.98 per share. However, don&#39;t be surprised to see Palo Alto clock faster growth thanks to the growing adoption of AI in the cybersecurity space.</p><p>Palo Alto estimates that the growing autonomy of cybersecurity operations could add $90 billion to its total addressable market (TAM) by 2028. As a result, the company plans to deploy AI across its entire product portfolio so that it can &#34;deliver unparalleled detection and response to achieve near real-time security.&#34; More specifically, Palo Alto aims to lower the time taken to resolve cybersecurity incidents by 65% with the help of AI.</p><p>The good part is that several Palo Alto products and modules are already equipped with AI. The company estimates that it will finish 2023 with 35 AI-powered products as compared to 28 last year. All this indicates that Palo Alto is well-placed to capitalize on the huge AI-driven TAM at its disposal for the next five years.</p><p>Analysts anticipate the company&#39;s earnings will grow at 33% a year for the next five years. Palo Alto seems capable of delivering on that front, given its already solid pace of growth, a huge end-market opportunity worth $213 billion, and the company&#39;s focus on integrating AI across its portfolio so that it can tap a fast-growing niche.</p><p>Assuming Palo Alto clocks 30% annual earnings growth for the next five years, its bottom line could hit $16.48 per share at the end of the forecast period using its fiscal 2023 earnings as the base. Multiplying the projected earnings after five years with the <strong>Nasdaq-100</strong> index&#39;s forward earnings multiple of 27 points toward a stock price of $445. That would be an 85% jump from current levels, which is why investors should consider buying this potential AI winner before it is too late.</p></body></html>","source":"fool_stock","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>2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%</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\">\n2 Red-Hot AI Growth Stocks to Buy Hand Over Fist Before They Soar 40% to 85%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-25 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/24/a-bull-market-is-coming-2-red-hot-ai-growth-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has been in recovery mode so far in 2023 after being hammered badly last year over concerns about surging inflation and the resulting rise interest rates. The S&P 500 index is up 24% ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/24/a-bull-market-is-coming-2-red-hot-ai-growth-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2023/08/24/a-bull-market-is-coming-2-red-hot-ai-growth-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361695525","content_text":"The stock market has been in recovery mode so far in 2023 after being hammered badly last year over concerns about surging inflation and the resulting rise interest rates. The S&P 500 index is up 24% since hitting its most recent low on Oct. 12, 2022, and some on Wall Street are suggesting that a new bull market is underway.The stock market's jump this year has been mostly driven by technology stocks, which benefited from the growing craze around artificial intelligence (AI). This explains why the Nasdaq-100 Technology Sector index jumped 39% so far in 2023 as compared to the S&P 500's 15.5% gains. Tech stocks could head even higher and help the S&P 500 -- which is less than 10% off its record highs -- hit a new benchmark by the end of the year and usher in a new bull market.Records going back to 1932 indicate the average bull market lasts for almost five years. They also show the S&P 500 averages gains of almost 178% in bull markets. Given these trends, now might be a good time to buy tech stocks, especially AI stocks, as they are expected to play a central role in sending the index higher.Advanced Micro Devices and Palo Alto Networks are two AI stocks worth buying hand over fist before they surge higher. Let's look at the reasons why.1. Advanced Micro DevicesNvidia is a dominant player in AI chips and cornered a huge chunk of this fast-growing market, but Advanced Micro Devices is making gains as well. Customer interest in AMD's current generation MI250 data center accelerator increased thanks to software tweaks that allow the chip to close in on its Nvidia competitor. Also, AMD's upcoming MI300 accelerator is currently being tested by key customers and is on track to enter into accelerated production before the end of the year. Its specs indicate that it could help the company grab a bigger portion of the AI chip market.AMD CEO Lisa Su said on the company's recent earnings conference call, \"AI cluster engagements grew by more than seven times sequentially as multiple customers initiated or expanded programs supporting future deployments of Instinct MI250 and MI300 hardware and software at scale.\"This suggests AMD could soon start taking advantage of the lucrative market for AI accelerators, which the company anticipates could be worth a whopping $150 billion a year in 2027. More importantly, AMD's focus on the AI accelerator market could pull the company out of the slump it is in right now. Analysts anticipate AMD's top line to fall 3% in 2023 to nearly $23 billion, thanks to a weak PC market. But the company's growth is expected to accelerate sharply from next year..AMD Revenue Estimates for Current Fiscal Year data by YCharts.Assuming AMD does hit $31 billion in revenue in 2025 and maintains its current sales multiple of 7.8, its market cap could hit $242 billion in three years. That would be a 40% increase from current levels. But don't be surprised to see AMD clocking faster growth and delivering even better upside in the coming years, given the huge addressable opportunity in AI chips.AMD's stock price is already up 69% so far in 2023. Catalysts such as AI could help this semiconductor stock maintain its impressive momentum, which is why it will be a good idea for investors to buy it before it surges higher.2. Palo Alto NetworksShare prices of Palo Alto Networks surged 14% on Aug. 21 after the company released fiscal 2023 fourth-quarter results (for the three months ended July 31) on Aug. 18. The cybersecurity specialist delivered impressive growth in revenue and earnings -- beating consensus estimates -- and delivered healthy earnings guidance for the new fiscal year that turned out to be way better than Wall Street's expectations.Palo Alto finished fiscal 2023 with a 25% increase in revenue to $6.9 billion. The company's remaining performance obligations (RPOs), which refers to the total value of customer contracts that are yet to be fulfilled, increased at a faster pace of 30% to $10.6 billion, indicating that Palo Alto has built a solid revenue pipeline on account of an increase in customer spending. The company also reported $4.44 per share in adjusted earnings last year, a massive increase of 76% over the prior year.Palo Alto expects to finish fiscal 2024 with earnings of $5.27 to $5.40 per share, which would be a jump of 19% to 22% over last year. That's way higher than the consensus estimates of $4.98 per share. However, don't be surprised to see Palo Alto clock faster growth thanks to the growing adoption of AI in the cybersecurity space.Palo Alto estimates that the growing autonomy of cybersecurity operations could add $90 billion to its total addressable market (TAM) by 2028. As a result, the company plans to deploy AI across its entire product portfolio so that it can \"deliver unparalleled detection and response to achieve near real-time security.\" More specifically, Palo Alto aims to lower the time taken to resolve cybersecurity incidents by 65% with the help of AI.The good part is that several Palo Alto products and modules are already equipped with AI. The company estimates that it will finish 2023 with 35 AI-powered products as compared to 28 last year. All this indicates that Palo Alto is well-placed to capitalize on the huge AI-driven TAM at its disposal for the next five years.Analysts anticipate the company's earnings will grow at 33% a year for the next five years. Palo Alto seems capable of delivering on that front, given its already solid pace of growth, a huge end-market opportunity worth $213 billion, and the company's focus on integrating AI across its portfolio so that it can tap a fast-growing niche.Assuming Palo Alto clocks 30% annual earnings growth for the next five years, its bottom line could hit $16.48 per share at the end of the forecast period using its fiscal 2023 earnings as the base. Multiplying the projected earnings after five years with the Nasdaq-100 index's forward earnings multiple of 27 points toward a stock price of $445. That would be an 85% jump from current levels, which is why investors should consider buying this potential AI winner before it is too late.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206756791824544,"gmtCreate":1691508002924,"gmtModify":1691565748017,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Invesco QQQ Trust-ETF(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206756791824544","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206424848203800,"gmtCreate":1691428420809,"gmtModify":1691428423699,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Invesco QQQ Trust-ETF(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206424848203800","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197522084003976,"gmtCreate":1689257578754,"gmtModify":1689257582330,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Largest but dont wana name the company so sus","listText":"Largest but dont wana name the company so sus","text":"Largest but dont wana name the company so sus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197522084003976","repostId":"2351426614","repostType":2,"repost":{"id":"2351426614","pubTimestamp":1689259258,"share":"https://www.laohu8.com/m/news/2351426614?lang=&edition=full","pubTime":"2023-07-13 22:40","market":"us","language":"en","title":"Plug Power Wins Order for Largest Announced Project in Europe Oil and Gas","url":"https://stock-news.laohu8.com/highlight/detail?id=2351426614","media":"Seekingalpha","summary":"$Plug Power$ soared nearly 10% after announcing an order for 100 MW of proton exchange membrane electrolyzers from an unnamed company.Plug  said it is \"the largest announced project in the oil and gas sector in Europe,\" but it did not provide financial terms or identify the purchaser.The electrolyzers, to be delivered and installed in 2024, will be powered by 100% renewable energy and generate ~43 tons/day of green hydrogen, allowing for the elimination of 516 tons/day of carbon dioxide, the com","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a> soared nearly 10% after announcing an order for 100 MW of proton exchange membrane electrolyzers from an unnamed company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb1950d5dbbaf3d7e8db7561687efab6\" tg-width=\"920\" tg-height=\"609\"/></p><p>Plug (PLUG) said it is &#34;the largest announced project in the oil and gas sector in Europe,&#34; but it did not provide financial terms or identify the purchaser.</p><p>The electrolyzers, to be delivered and installed in 2024, will be powered by 100% renewable energy and generate ~43 tons/day of green hydrogen, allowing for the elimination of 516 tons/day of carbon dioxide, the company said.</p><p>Plug (PLUG) said the PEM stacks for the system will be manufactured at its Rochester, New York, gigafactory.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Plug Power Wins Order for Largest Announced Project in Europe Oil and Gas</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\">\nPlug Power Wins Order for Largest Announced Project in Europe Oil and Gas\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-13 22:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3987393-plug-power-wins-order-for-largest-announced-project-in-europe-oil-and-gas><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Plug Power soared nearly 10% after announcing an order for 100 MW of proton exchange membrane electrolyzers from an unnamed company.Plug (PLUG) said it is \"the largest announced project in the oil and...</p>\n\n<a href=\"https://seekingalpha.com/news/3987393-plug-power-wins-order-for-largest-announced-project-in-europe-oil-and-gas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"source_url":"https://seekingalpha.com/news/3987393-plug-power-wins-order-for-largest-announced-project-in-europe-oil-and-gas","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2351426614","content_text":"Plug Power soared nearly 10% after announcing an order for 100 MW of proton exchange membrane electrolyzers from an unnamed company.Plug (PLUG) said it is \"the largest announced project in the oil and gas sector in Europe,\" but it did not provide financial terms or identify the purchaser.The electrolyzers, to be delivered and installed in 2024, will be powered by 100% renewable energy and generate ~43 tons/day of green hydrogen, allowing for the elimination of 516 tons/day of carbon dioxide, the company said.Plug (PLUG) said the PEM stacks for the system will be manufactured at its Rochester, New York, gigafactory.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196839108186120,"gmtCreate":1689092307771,"gmtModify":1689092310973,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Bye bye im shorting pltr now","listText":"Bye bye im shorting pltr now","text":"Bye bye im shorting pltr now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196839108186120","repostId":"1116649483","repostType":2,"repost":{"id":"1116649483","pubTimestamp":1689083672,"share":"https://www.laohu8.com/m/news/1116649483?lang=&edition=full","pubTime":"2023-07-11 21:54","market":"us","language":"en","title":"Jim Cramer Just Gave Palantir Stock a Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1116649483","media":"InvestorPlace","summary":"TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers.","content":"<html><head></head><body><ul><li><p>TV analyst Jim Cramer endorsed <strong>Palantir</strong> (<strong><u>PLTR</u></strong>) stock.</p></li><li><p>Palantir is a military contractor whose co-founder says it “allows you to win.”</p></li><li><p>Palantir is now entering commercial markets through cloud providers.</p></li></ul><p>TV analyst Jim Cramer got behind <strong>Palantir</strong> (NASDAQ: <strong><u>PLTR</u></strong>) stock overnight, giving shares in the government contractor a small boost.</p><p style=\"text-align: start;\">Palantir stock opened green and then trimmed its gains this morning. It reported revenue of $1.9 billion last year. The shares are up 161% in 2023, with nearly all that gain coming in the last two months from artificial intelligence (AI) hype.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b8f30b01905e89325bd058b72b22aed\" tg-width=\"913\" tg-height=\"607\"/></p><p style=\"text-align: start;\">Cramer called the stock a “buy” on his “lightning round” segment.</p><h2 id=\"id_2164062885\" style=\"text-align: start;\">War Games</h2><p style=\"text-align: start;\">Palantir isn’t selling the kind of generative AI that draws pictures or tells stories. It’s selling a proprietary database product that can analyze military data. In the words of co-founder Peter Thiel, it “allows you to win.”</p><p style=\"text-align: start;\">Palantir’s success story is Ukraine. The company’s software is helping drive that country’s offensive against Russia. It is allowing Ukraine to efficiently retake territory against entrenched Russian defenses with minimal casualties.</p><p>Its work there has brought a renewal of U.S. military contracts at higher prices than before. While software prices usually decline as usage accelerates, Palantir’s prices are rising.</p><p style=\"text-align: start;\">This is not yet showing up in analyst estimates. The company is expected to earn just 5 cents/share for the second quarter, 21 cents for the whole year. Revenue growth should accelerate, but only to 18% in 2024.</p><p style=\"text-align: start;\">Faster growth will demand commercial success. Palantir launched its Foundry for Manufacturing product on <strong>Amazon’s</strong> (NASDAQ: <strong><u>AMZN</u></strong>) AWS cloud this month. The software claims to let companies plug their data into the system and get quick recommendations for improving productivity.</p><h2 id=\"id_3871381755\" style=\"text-align: start;\">PLTR Stock: The Bottom Line</h2><p style=\"text-align: start;\">There are few places where investors hungry for AI profits can go right now. Palantir is delivering profits on what it calls an AI platform, so it’s a natural winner.</p><p style=\"text-align: start;\">But as more companies win at AI, expect Palantir to trade more like a defense contractor. Conflict assures that it will be a good holding. Just maybe not at 18 times revenue.</p></body></html>","source":"investorplace_stock_picks","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>Jim Cramer Just Gave Palantir Stock a Boost</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\">\nJim Cramer Just Gave Palantir Stock a Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers....</p>\n\n<a href=\"https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/\">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://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116649483","content_text":"TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers.TV analyst Jim Cramer got behind Palantir (NASDAQ: PLTR) stock overnight, giving shares in the government contractor a small boost.Palantir stock opened green and then trimmed its gains this morning. It reported revenue of $1.9 billion last year. The shares are up 161% in 2023, with nearly all that gain coming in the last two months from artificial intelligence (AI) hype.Cramer called the stock a “buy” on his “lightning round” segment.War GamesPalantir isn’t selling the kind of generative AI that draws pictures or tells stories. It’s selling a proprietary database product that can analyze military data. In the words of co-founder Peter Thiel, it “allows you to win.”Palantir’s success story is Ukraine. The company’s software is helping drive that country’s offensive against Russia. It is allowing Ukraine to efficiently retake territory against entrenched Russian defenses with minimal casualties.Its work there has brought a renewal of U.S. military contracts at higher prices than before. While software prices usually decline as usage accelerates, Palantir’s prices are rising.This is not yet showing up in analyst estimates. The company is expected to earn just 5 cents/share for the second quarter, 21 cents for the whole year. Revenue growth should accelerate, but only to 18% in 2024.Faster growth will demand commercial success. Palantir launched its Foundry for Manufacturing product on Amazon’s (NASDAQ: AMZN) AWS cloud this month. The software claims to let companies plug their data into the system and get quick recommendations for improving productivity.PLTR Stock: The Bottom LineThere are few places where investors hungry for AI profits can go right now. Palantir is delivering profits on what it calls an AI platform, so it’s a natural winner.But as more companies win at AI, expect Palantir to trade more like a defense contractor. Conflict assures that it will be a good holding. Just maybe not at 18 times revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196839656952016,"gmtCreate":1689092282966,"gmtModify":1689092286071,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks to cramer now pltr will free fall","listText":"Thanks to cramer now pltr will free fall","text":"Thanks to cramer now pltr will free fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196839656952016","repostId":"1116649483","repostType":2,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185498735333480,"gmtCreate":1686327056988,"gmtModify":1686327059926,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>Risk to reward ratio is higer now on the short side","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>Risk to reward ratio is higer now on the short side","text":"$Invesco QQQ Trust(QQQ)$ Risk to reward ratio is higer now on the short side","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185498735333480","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185498029887632,"gmtCreate":1686327024518,"gmtModify":1686327027543,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Invesco QQQ Trust(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185498029887632","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184957720100984,"gmtCreate":1686195101659,"gmtModify":1686195105415,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Trade whats infront of u","listText":"Trade whats infront of u","text":"Trade whats infront of u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184957720100984","repostId":"2341800265","repostType":2,"repost":{"id":"2341800265","pubTimestamp":1686189271,"share":"https://www.laohu8.com/m/news/2341800265?lang=&edition=full","pubTime":"2023-06-08 09:54","market":"us","language":"en","title":"Palantir Stock: Get Out ASAP (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2341800265","media":"Seeking Alpha","summary":"Palantir Stock: Get Out ASAP (Rating Downgrade) (NYSE:PLTR)","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>After the Palantir stock recently broke through the $15 mark, I decided to update my thesis.</p></li><li><p>As I see it, the company has some significant problems related to the structure of its business model.</p></li><li><p>Alex Karp says in an interview that PLTR probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p></li><li><p>Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.</p></li><li><p>I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></li></ul><p>After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, <em>I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it&#39;ll take many years for PLTR to grow out of its current valuation.</em> I&#39;m downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.</p><h2>Why Do I Think So?</h2><p>Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.</p><p>Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I&#39;ve written before, the company has some problems related to the structure of its business model. And it&#39;s not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.</p><p>First off, Palantir&#39;s software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f198b23e4449894d36c74caf8370ce07\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>While Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.</p><p>And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d48c0b0f22419115fa897cfd6fdbddfd\" alt=\"Bloomberg [author&#39;s notes]\" title=\"Bloomberg [author&#39;s notes]\" tg-width=\"640\" tg-height=\"184\"/><span>Bloomberg [author&#39;s notes]</span></p><p>Correct me if I&#39;m wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR&#39;s CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.</p><p>Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, Databricks, SAS, R, AWS, and Azure. Palantir&#39;s closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.</p><p>So I believe the company&#39;s business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.</p><p>But let&#39;s pretend for a moment that I&#39;m wrong and AIP is indeed a game-changer. Let&#39;s just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b710b14aa42ca0e813128cf1121d32\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"640\" tg-height=\"723\"/><span>Credit Suisse [proprietary source]</span></p><p>This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS&#39;s numbers are also 19-18% above consensus. In other words, the bank&#39;s analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.</p><p>Pay attention to the forecast data above - it&#39;s very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by &gt;75% over the same period. That&#39;s slightly faster than what the company has been posting since 2022.</p><p>PLRT&#39;s net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.</p><p><em>In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?</em></p><p>Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won&#39;t go beyond the $15.00/sh mark.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07036fb1cf9e0312f902c94b8fa8d172\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"544\" tg-height=\"426\"/><span>Credit Suisse [proprietary source]</span></p><p>With PLTR&#39;s P/E ratio back at &gt;70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don&#39;t know about you, but I can&#39;t understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f2a7d46e1305309af2b87a1a7e0bc8f\" alt=\"Seeking Alpha, PLTR, author&#39;s notes\" title=\"Seeking Alpha, PLTR, author&#39;s notes\" tg-width=\"640\" tg-height=\"468\"/><span>Seeking Alpha, PLTR, author&#39;s notes</span></p><p>Even with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.</p><h2>The Bottom Line</h2><p>I realize that I could easily be wrong in my assessments of the company&#39;s business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it&#39;s too early to judge AIP&#39;s success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.</p><p>However, I try to think through the prism of the most likely events. I think it&#39;s more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company&#39;s operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.</p><p>For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Get Out ASAP (Rating Downgrade)</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 Stock: Get Out ASAP (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model...</p>\n\n<a href=\"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade\">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/4610044-palantir-stock-get-out-asap-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341800265","content_text":"SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model.Alex Karp says in an interview that PLTR probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.I assign a Sell rating on PLTR stock, downgrading it from Hold.After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it'll take many years for PLTR to grow out of its current valuation. I'm downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.Why Do I Think So?Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I've written before, the company has some problems related to the structure of its business model. And it's not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.First off, Palantir's software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.Data by YChartsWhile Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Bloomberg [author's notes]Correct me if I'm wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR's CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like Snowflake, Databricks, SAS, R, AWS, and Azure. Palantir's closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.So I believe the company's business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.But let's pretend for a moment that I'm wrong and AIP is indeed a game-changer. Let's just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:Credit Suisse [proprietary source]This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS's numbers are also 19-18% above consensus. In other words, the bank's analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.Pay attention to the forecast data above - it's very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by >75% over the same period. That's slightly faster than what the company has been posting since 2022.PLRT's net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won't go beyond the $15.00/sh mark.Credit Suisse [proprietary source]With PLTR's P/E ratio back at >70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don't know about you, but I can't understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.Seeking Alpha, PLTR, author's notesEven with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.The Bottom LineI realize that I could easily be wrong in my assessments of the company's business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it's too early to judge AIP's success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.However, I try to think through the prism of the most likely events. I think it's more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company's operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979081413,"gmtCreate":1685176416632,"gmtModify":1685176419758,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>All the bagholders finally see the light","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>All the bagholders finally see the light","text":"$Palantir Technologies Inc.(PLTR)$ All the bagholders finally see the light","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979081413","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":250033212162144,"gmtCreate":1702062383632,"gmtModify":1702062388448,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$&nbsp;</a>$8 per share dividend is this for real","listText":"<a href=\"https://ttm.financial/S/MBI\">$MBIA Inc(MBI)$&nbsp;</a>$8 per share dividend is this for real","text":"$MBIA Inc(MBI)$ $8 per share dividend is this for real","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250033212162144","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947241062,"gmtCreate":1683226503857,"gmtModify":1683226507949,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Im holding my QQQ short with no stop loss","listText":"Im holding my QQQ short with no stop loss","text":"Im holding my QQQ short with no stop loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947241062","repostId":"2332134102","repostType":2,"repost":{"id":"2332134102","pubTimestamp":1683214622,"share":"https://www.laohu8.com/m/news/2332134102?lang=&edition=full","pubTime":"2023-05-04 23:37","market":"us","language":"en","title":"All-Time Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=2332134102","media":"seekingalpha","summary":"In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.","content":"<html><head></head><body><p>In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.S., we had greater net inflows into U.S. equity funds in 2021 than in 2001 through 2020 combined. We also experienced all of the following all-time record extremes from early 2021 through early 2022: 1) the ratio of the total dollar volume of insider selling divided by the total dollar volume of insider buying; 2) the ratio of the top 50 U.S. companies by market capitalization relative to the entire U.S. stock market; 3) the ratio of the total market capitalization of the top 50 U.S. companies relative to the total U.S. GDP; 4) the overall valuation of the top 50 U.S. companies relative to the total market capitalization of the rest of the world; 5) the total volume of call buying; 6) the average daily net inflow into U.S. passive large-cap equity funds; 7) the divergence in behavior between the most-experienced investors who had never been heavier net sellers especially of the biggest U.S. company shares, versus the least-experienced participants who had never been more aggressive net buyers of U.S. equities.</p><p>This article on Bloomberg from November 25, 2021, which doesn&#39;t even include the huge net inflows from the past several weeks of that year, highlights how investors became far too heavily committed to U.S. stocks at the worst possible time in history.</p><h4>2023 has smashed all previous U.S. large-cap stock-market extremes including those of 2021 and 2022.</h4><p>It was truly amazing to have all of the previous extremes surpassed for all previous U.S. large-cap equity bubbles including 1837, 1873, 1929, 1973, and 2000. I was convinced that we might never see such overenthusiasm, overinvesting, and overcommitment to the biggest U.S. stocks for another century or more. However, it didn&#39;t take a century to revisit these all-time distortions, as every single one of the above all-time records from 2021-2022 was surpassed in 2023.</p><p>Practically every week we get a new all-time record or two: 1) the lowest VIX (15.53) during a bear market; 2) the longest rebound from an intermediate-term bottom during a bear market (nearly 7 months); 3) frequent record ratios of the biggest U.S. megacap shares relative to the rest of the S&amp;P 500 or relative to other indices of small- and mid-cap U.S. shares. The last statistic is especially ominous, since the degree of overcrowding into the biggest U.S. companies has consistently been proportional to the subsequent total percentage losses for the best-known U.S. equity indices and funds. The following three charts highlight the astonishing enthusiasm for the biggest U.S. companies in recent weeks:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3731949fc0331326bebf3853914701b9\" tg-width=\"551\" tg-height=\"354\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7b5404f6f3568ee286f017752a582a2\" tg-width=\"915\" tg-height=\"533\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6171b7dd1d5b97c18d0567063338a06\" tg-width=\"495\" tg-height=\"330\"/></p><p></p><h4>If U.S. Treasuries are paying over 5% guaranteed with the interest exempt from state and local income taxes, how can other investments compete?</h4><p>The simple answer is that on a rational or analytical basis, there is no reason to purchase U.S. stocks, real estate, art, collectibles, or anything else if you can get 5% or more on U.S. Treasury bills. Only emotional reasons would justify purchasing fluctuating assets, especially since so many of those are trading near all-time record overvaluations and as described earlier in this update have rarely been more popular.</p><p>The 17-week U.S. Treasury bill usually sports among the highest yields of all U.S. Treasuries since it has only existed since October 2022 and many institutions aren&#39;t aware of it. This is a far more intelligent choice than putting money into absurdly-overpriced U.S. large-cap equity funds including QQQ, XLK, and SPY.</p><h4>The U.S. Federal Reserve is trying to slow the U.S. economy. Do you really think they&#39;ll fail in that pursuit?</h4><p>The U.S. Federal Reserve has just raised both of its key overnight lending rates by a total of five percent over a relatively short time period in order to slow the U.S. economy. Regardless of whether there is a soft landing or not, current valuations especially for the largest U.S. stocks aren&#39;t compatible with contracting economic growth. We don&#39;t need to have a recession in order to have a stock-market crash, since merely returning to fair value will produce massive percentage losses. Moreover, bear markets almost always bottom at a 30% to 50% discount to fair value.</p><h4>Gold mining and silver mining shares are often among the earliest assets to complete both tops and bottoms in any cycle. History always repeats itself with minor variations.</h4><p>Even though the price of spot gold almost exactly revisited its all-time high from August 2020, the prices of gold mining and silver mining shares remained dramatically below their peaks from that month. This served as an important negative divergence to warn us that, even though this sector is traditionally one of the strongest bear-market performers, for some period of weeks or months we are going to experience a meaningful correction in this sector which has been underway since April 13, 2023.</p><p>Funds including GDXJ and GDX are likely to complete their bottoms ahead of nearly all other risk assets over the next several months. Gold has repeatedly failed to remain above 2050 U.S. dollars per troy ounce, including a failed attempt on Wednesday, May 3, 2023, and will likely drop below 1800 before resuming its long-term uptrend which has been in effect since the beginning of this century. After gold mining and silver mining shares complete their pullbacks and begin to rebound, the clock will be ticking for most other stocks which will fall to multi-year lows over the subsequent several weeks or months.</p><h4>The biggest losses for U.S. stocks will be in 2024-2025, not in 2023. However, we are going to drop a lot more in 2023 than even many bearish analysts are anticipating.</h4><p>In 2024-2025, U.S. stocks are likely to return to their levels of 2013 and perhaps even 2012. In 2023, we generally won&#39;t approach or drop below most of the March 2020 bottoms, because it&#39;s not yet timely for such an event to occur. Bear markets are like avalanches: they start out slowly and build up momentum on the way down. All pullbacks are followed by powerful recoveries, each of which convinces most investors that the bear market is over and we&#39;re in a new bull market. If you don&#39;t believe this, then check how many times during the past 1-1/2 years Jim Cramer has insisted that the bear market has ended. Each time he and many other analysts became convinced that &#34;the bear market is over&#34;, a renewed, ferocious downturn ensued.</p><p>A reasonable 2023 downside target for QQQ would be 200 or 190, and I think we will go lower than that before the end of this calendar year. This should be followed by a rebound of perhaps 40% over a period of several months, after which we will begin a much more severe downtrend.</p><h4>U.S. equity indices keep making upward spikes as is characteristic of an intermediate-term topping pattern in a bear market.</h4><p>QQQ briefly surged to intraday highs of 323.63 on May 1, 2023 and 322.47 on May 3, 2023. Topping patterns within bear markets feature repeated attempts to stage upside breakouts, just as bottoming patterns within bear markets are accompanied by repeated sharp downward moves. Investors tend to be easily fooled into believing that repeated upward intraday surges are bullish when they are profoundly bearish.</p><h4>VIX fell to 15.53 at 11:02 and 11:03 a.m. on Monday, May 1, 2023 for the first time since November 5, 2021.</h4><p>In past bear markets, multi-month low extremes for VIX were an important sell signal. Similarly, when VIX climbs to a multi-year high and then begins to form lower highs, as I think will be the case much later in 2023, this is a useful buy signal for U.S. equities and their funds.</p><h4>Investors are repeating the same recency-bias mistake as the Fed had done in 2020.</h4><p>Why did the Fed wait so long before starting to increase overnight lending rates? Didn&#39;t they notice that the U.S. stock market was approaching record bubble levels near the end of 2020? Of course they did, but the deciding factor in not raising rates at that time or in early 2021 was because we hadn&#39;t experienced a true inflationary binge since the early 1980s which was forty years earlier. If something hasn&#39;t happened for a long time, you start to believe that it&#39;s highly unlikely to reoccur even if it is by far the most probable outcome.</p><p>Investors are making the same serious mistake today. They&#39;re not putting most of their money into U.S. Treasury bills, in most cases not because they aren&#39;t aware how overpriced megacap U.S. shares are today (although some are simply ignorant), but because we haven&#39;t experienced a crushing bear market since early March 2009 which was more than 14 years ago. Anything which is that far in the past seems psychologically as though it can&#39;t happen again, even though it is by far the most likely outcome.</p><h4>The U.S. dollar index has been making higher lows since early 2021. The correction from the last week of September 2022 essentially ended at the beginning of February 2023 and we have been experiencing higher lows in preparation for a dramatic move higher for the greenback over the next several months.</h4><p>I keep reading about how I should invest in anticipation of a falling U.S. dollar. As with most media coverage, this is badly misguided. One of the major risks to the global economy is that the U.S. dollar, which reached its highest point in September 2022 in more than twenty years, is likely to achieve a 40-year zenith within two or three years. Bet on a rising U.S. dollar, not a falling one.</p><h4>Investors are overly concerned about commercial real estate and are not nearly concerned enough about residential real estate.</h4><p>Work-at-home popularity in recent years, encouraging companies to lease significantly less office space, has become widely broadcast and Charlie Munger was recently featured as highlighting this point. This phenomenon is probably more than built into current valuations for commercial real estate and associated REITs. Investors are ignoring the far more dangerous all-time record ratios of residential real estate in most neighborhoods to the average household incomes in those neighborhoods. Eventually residential real estate, like all other assets, must regress to fair value as measured by the average long-term ratios of housing prices to household incomes. This implies a 50% average decline for houses in most U.S. cities over the next few years if you don&#39;t adjust for inflation. If U.S. stocks end up mostly completing historic nadirs in 2025, then real estate might complete its bottoming process in 2025-2027 as residential housing prices tend to retreat to important lows a year or two later than the equity market.</p><h4>The bottom line: 2023 has experienced even more dangerous extremes than 2021 or 2022, and those had been among the most-overvalued episodes in U.S. history for large-cap U.S. equities.</h4><p>We can debate how much lower QQQ, XLK, and similar assets are likely to drop over the next 1-1/2 to 2-1/2 years. I feel pretty confident that QQQ will eventually trade below 80 which would not even be as large a total percentage decline as its 83.6% collapse from its March 10, 2000 top to its October 10, 2002 bottom. This would represent a slide of 75% for QQQ from its current level. Other funds which are laden with heavy weightings in the largest U.S. companies will suffer proportional declines.</p><h4>Disclosure of current holdings:</h4><h4>Below is my current asset allocation as of 4:00 p.m. on Monday, May 1, 2023.</h4><p>The order is as follows: 1) U.S. government bonds; 2) shorts; 3) gold/silver mining; 4) coins; 5) individual securities.</p><p>TIAA(Traditional)/VMFXX/FZDXX/Savings/Checking long: 26.44%;</p><p>26-Week/17-Week/52-Week/2-Year/8-Week/3-Year/5,10-Year TIPS long: 13.02%;</p><p>I Bonds long: 9.35%;</p><p>TLT long: 9.04%;</p><p>XLK short (all shorts are currently unhedged): 21.45%;</p><p>QQQ short: 8.74%;</p><p>XLE short: 4.59%;</p><p>XLI short: 2.37%;</p><p>XLV short: 1.62%;</p><p>SMH short: 0.69%;</p><p>GDXJ long: 11.45%;</p><p>ASA long: 7.33%;</p><p>GDX long: 3.25%;</p><p>BGEIX long: 1.59%;</p><p>Gold/silver/platinum coins: 6.10%;</p><p>HBI long: 0.31%;</p><p>EWZ long: 0.20%;</p><p>EWZS long: 0.08%;</p><p>PAK long: 0.02%;</p><p>EGPT long: 0.01%.</p><p>The numbers add up to more than 100% because short positions only require 25% to 30% collateral in stocks/funds and less than that in U.S. Treasuries (by SEC regulations; some brokers require more) to hold them with no margin required.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>All-Time Danger</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\">\nAll-Time Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-04 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4599776-all-time-danger><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.S., we had greater net inflows into U.S. equity funds in 2021 than in 2001 through 2020 combined. We...</p>\n\n<a href=\"https://seekingalpha.com/article/4599776-all-time-danger\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4599776-all-time-danger","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2332134102","content_text":"In 2021, we achieved especially dangerous all-time record unprecedented investor behavior. In the U.S., we had greater net inflows into U.S. equity funds in 2021 than in 2001 through 2020 combined. We also experienced all of the following all-time record extremes from early 2021 through early 2022: 1) the ratio of the total dollar volume of insider selling divided by the total dollar volume of insider buying; 2) the ratio of the top 50 U.S. companies by market capitalization relative to the entire U.S. stock market; 3) the ratio of the total market capitalization of the top 50 U.S. companies relative to the total U.S. GDP; 4) the overall valuation of the top 50 U.S. companies relative to the total market capitalization of the rest of the world; 5) the total volume of call buying; 6) the average daily net inflow into U.S. passive large-cap equity funds; 7) the divergence in behavior between the most-experienced investors who had never been heavier net sellers especially of the biggest U.S. company shares, versus the least-experienced participants who had never been more aggressive net buyers of U.S. equities.This article on Bloomberg from November 25, 2021, which doesn't even include the huge net inflows from the past several weeks of that year, highlights how investors became far too heavily committed to U.S. stocks at the worst possible time in history.2023 has smashed all previous U.S. large-cap stock-market extremes including those of 2021 and 2022.It was truly amazing to have all of the previous extremes surpassed for all previous U.S. large-cap equity bubbles including 1837, 1873, 1929, 1973, and 2000. I was convinced that we might never see such overenthusiasm, overinvesting, and overcommitment to the biggest U.S. stocks for another century or more. However, it didn't take a century to revisit these all-time distortions, as every single one of the above all-time records from 2021-2022 was surpassed in 2023.Practically every week we get a new all-time record or two: 1) the lowest VIX (15.53) during a bear market; 2) the longest rebound from an intermediate-term bottom during a bear market (nearly 7 months); 3) frequent record ratios of the biggest U.S. megacap shares relative to the rest of the S&P 500 or relative to other indices of small- and mid-cap U.S. shares. The last statistic is especially ominous, since the degree of overcrowding into the biggest U.S. companies has consistently been proportional to the subsequent total percentage losses for the best-known U.S. equity indices and funds. The following three charts highlight the astonishing enthusiasm for the biggest U.S. companies in recent weeks:If U.S. Treasuries are paying over 5% guaranteed with the interest exempt from state and local income taxes, how can other investments compete?The simple answer is that on a rational or analytical basis, there is no reason to purchase U.S. stocks, real estate, art, collectibles, or anything else if you can get 5% or more on U.S. Treasury bills. Only emotional reasons would justify purchasing fluctuating assets, especially since so many of those are trading near all-time record overvaluations and as described earlier in this update have rarely been more popular.The 17-week U.S. Treasury bill usually sports among the highest yields of all U.S. Treasuries since it has only existed since October 2022 and many institutions aren't aware of it. This is a far more intelligent choice than putting money into absurdly-overpriced U.S. large-cap equity funds including QQQ, XLK, and SPY.The U.S. Federal Reserve is trying to slow the U.S. economy. Do you really think they'll fail in that pursuit?The U.S. Federal Reserve has just raised both of its key overnight lending rates by a total of five percent over a relatively short time period in order to slow the U.S. economy. Regardless of whether there is a soft landing or not, current valuations especially for the largest U.S. stocks aren't compatible with contracting economic growth. We don't need to have a recession in order to have a stock-market crash, since merely returning to fair value will produce massive percentage losses. Moreover, bear markets almost always bottom at a 30% to 50% discount to fair value.Gold mining and silver mining shares are often among the earliest assets to complete both tops and bottoms in any cycle. History always repeats itself with minor variations.Even though the price of spot gold almost exactly revisited its all-time high from August 2020, the prices of gold mining and silver mining shares remained dramatically below their peaks from that month. This served as an important negative divergence to warn us that, even though this sector is traditionally one of the strongest bear-market performers, for some period of weeks or months we are going to experience a meaningful correction in this sector which has been underway since April 13, 2023.Funds including GDXJ and GDX are likely to complete their bottoms ahead of nearly all other risk assets over the next several months. Gold has repeatedly failed to remain above 2050 U.S. dollars per troy ounce, including a failed attempt on Wednesday, May 3, 2023, and will likely drop below 1800 before resuming its long-term uptrend which has been in effect since the beginning of this century. After gold mining and silver mining shares complete their pullbacks and begin to rebound, the clock will be ticking for most other stocks which will fall to multi-year lows over the subsequent several weeks or months.The biggest losses for U.S. stocks will be in 2024-2025, not in 2023. However, we are going to drop a lot more in 2023 than even many bearish analysts are anticipating.In 2024-2025, U.S. stocks are likely to return to their levels of 2013 and perhaps even 2012. In 2023, we generally won't approach or drop below most of the March 2020 bottoms, because it's not yet timely for such an event to occur. Bear markets are like avalanches: they start out slowly and build up momentum on the way down. All pullbacks are followed by powerful recoveries, each of which convinces most investors that the bear market is over and we're in a new bull market. If you don't believe this, then check how many times during the past 1-1/2 years Jim Cramer has insisted that the bear market has ended. Each time he and many other analysts became convinced that \"the bear market is over\", a renewed, ferocious downturn ensued.A reasonable 2023 downside target for QQQ would be 200 or 190, and I think we will go lower than that before the end of this calendar year. This should be followed by a rebound of perhaps 40% over a period of several months, after which we will begin a much more severe downtrend.U.S. equity indices keep making upward spikes as is characteristic of an intermediate-term topping pattern in a bear market.QQQ briefly surged to intraday highs of 323.63 on May 1, 2023 and 322.47 on May 3, 2023. Topping patterns within bear markets feature repeated attempts to stage upside breakouts, just as bottoming patterns within bear markets are accompanied by repeated sharp downward moves. Investors tend to be easily fooled into believing that repeated upward intraday surges are bullish when they are profoundly bearish.VIX fell to 15.53 at 11:02 and 11:03 a.m. on Monday, May 1, 2023 for the first time since November 5, 2021.In past bear markets, multi-month low extremes for VIX were an important sell signal. Similarly, when VIX climbs to a multi-year high and then begins to form lower highs, as I think will be the case much later in 2023, this is a useful buy signal for U.S. equities and their funds.Investors are repeating the same recency-bias mistake as the Fed had done in 2020.Why did the Fed wait so long before starting to increase overnight lending rates? Didn't they notice that the U.S. stock market was approaching record bubble levels near the end of 2020? Of course they did, but the deciding factor in not raising rates at that time or in early 2021 was because we hadn't experienced a true inflationary binge since the early 1980s which was forty years earlier. If something hasn't happened for a long time, you start to believe that it's highly unlikely to reoccur even if it is by far the most probable outcome.Investors are making the same serious mistake today. They're not putting most of their money into U.S. Treasury bills, in most cases not because they aren't aware how overpriced megacap U.S. shares are today (although some are simply ignorant), but because we haven't experienced a crushing bear market since early March 2009 which was more than 14 years ago. Anything which is that far in the past seems psychologically as though it can't happen again, even though it is by far the most likely outcome.The U.S. dollar index has been making higher lows since early 2021. The correction from the last week of September 2022 essentially ended at the beginning of February 2023 and we have been experiencing higher lows in preparation for a dramatic move higher for the greenback over the next several months.I keep reading about how I should invest in anticipation of a falling U.S. dollar. As with most media coverage, this is badly misguided. One of the major risks to the global economy is that the U.S. dollar, which reached its highest point in September 2022 in more than twenty years, is likely to achieve a 40-year zenith within two or three years. Bet on a rising U.S. dollar, not a falling one.Investors are overly concerned about commercial real estate and are not nearly concerned enough about residential real estate.Work-at-home popularity in recent years, encouraging companies to lease significantly less office space, has become widely broadcast and Charlie Munger was recently featured as highlighting this point. This phenomenon is probably more than built into current valuations for commercial real estate and associated REITs. Investors are ignoring the far more dangerous all-time record ratios of residential real estate in most neighborhoods to the average household incomes in those neighborhoods. Eventually residential real estate, like all other assets, must regress to fair value as measured by the average long-term ratios of housing prices to household incomes. This implies a 50% average decline for houses in most U.S. cities over the next few years if you don't adjust for inflation. If U.S. stocks end up mostly completing historic nadirs in 2025, then real estate might complete its bottoming process in 2025-2027 as residential housing prices tend to retreat to important lows a year or two later than the equity market.The bottom line: 2023 has experienced even more dangerous extremes than 2021 or 2022, and those had been among the most-overvalued episodes in U.S. history for large-cap U.S. equities.We can debate how much lower QQQ, XLK, and similar assets are likely to drop over the next 1-1/2 to 2-1/2 years. I feel pretty confident that QQQ will eventually trade below 80 which would not even be as large a total percentage decline as its 83.6% collapse from its March 10, 2000 top to its October 10, 2002 bottom. This would represent a slide of 75% for QQQ from its current level. Other funds which are laden with heavy weightings in the largest U.S. companies will suffer proportional declines.Disclosure of current holdings:Below is my current asset allocation as of 4:00 p.m. on Monday, May 1, 2023.The order is as follows: 1) U.S. government bonds; 2) shorts; 3) gold/silver mining; 4) coins; 5) individual securities.TIAA(Traditional)/VMFXX/FZDXX/Savings/Checking long: 26.44%;26-Week/17-Week/52-Week/2-Year/8-Week/3-Year/5,10-Year TIPS long: 13.02%;I Bonds long: 9.35%;TLT long: 9.04%;XLK short (all shorts are currently unhedged): 21.45%;QQQ short: 8.74%;XLE short: 4.59%;XLI short: 2.37%;XLV short: 1.62%;SMH short: 0.69%;GDXJ long: 11.45%;ASA long: 7.33%;GDX long: 3.25%;BGEIX long: 1.59%;Gold/silver/platinum coins: 6.10%;HBI long: 0.31%;EWZ long: 0.20%;EWZS long: 0.08%;PAK long: 0.02%;EGPT long: 0.01%.The numbers add up to more than 100% because short positions only require 25% to 30% collateral in stocks/funds and less than that in U.S. Treasuries (by SEC regulations; some brokers require more) to hold them with no margin required.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184957720100984,"gmtCreate":1686195101659,"gmtModify":1686195105415,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Trade whats infront of u","listText":"Trade whats infront of u","text":"Trade whats infront of u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184957720100984","repostId":"2341800265","repostType":2,"repost":{"id":"2341800265","pubTimestamp":1686189271,"share":"https://www.laohu8.com/m/news/2341800265?lang=&edition=full","pubTime":"2023-06-08 09:54","market":"us","language":"en","title":"Palantir Stock: Get Out ASAP (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2341800265","media":"Seeking Alpha","summary":"Palantir Stock: Get Out ASAP (Rating Downgrade) (NYSE:PLTR)","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>After the Palantir stock recently broke through the $15 mark, I decided to update my thesis.</p></li><li><p>As I see it, the company has some significant problems related to the structure of its business model.</p></li><li><p>Alex Karp says in an interview that PLTR probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p></li><li><p>Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.</p></li><li><p>I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></li></ul><p>After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, <em>I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it&#39;ll take many years for PLTR to grow out of its current valuation.</em> I&#39;m downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.</p><h2>Why Do I Think So?</h2><p>Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.</p><p>Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I&#39;ve written before, the company has some problems related to the structure of its business model. And it&#39;s not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.</p><p>First off, Palantir&#39;s software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f198b23e4449894d36c74caf8370ce07\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>While Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.</p><p>And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d48c0b0f22419115fa897cfd6fdbddfd\" alt=\"Bloomberg [author&#39;s notes]\" title=\"Bloomberg [author&#39;s notes]\" tg-width=\"640\" tg-height=\"184\"/><span>Bloomberg [author&#39;s notes]</span></p><p>Correct me if I&#39;m wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR&#39;s CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.</p><p>Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, Databricks, SAS, R, AWS, and Azure. Palantir&#39;s closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.</p><p>So I believe the company&#39;s business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.</p><p>But let&#39;s pretend for a moment that I&#39;m wrong and AIP is indeed a game-changer. Let&#39;s just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b710b14aa42ca0e813128cf1121d32\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"640\" tg-height=\"723\"/><span>Credit Suisse [proprietary source]</span></p><p>This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS&#39;s numbers are also 19-18% above consensus. In other words, the bank&#39;s analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.</p><p>Pay attention to the forecast data above - it&#39;s very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by &gt;75% over the same period. That&#39;s slightly faster than what the company has been posting since 2022.</p><p>PLRT&#39;s net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.</p><p><em>In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?</em></p><p>Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won&#39;t go beyond the $15.00/sh mark.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07036fb1cf9e0312f902c94b8fa8d172\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"544\" tg-height=\"426\"/><span>Credit Suisse [proprietary source]</span></p><p>With PLTR&#39;s P/E ratio back at &gt;70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don&#39;t know about you, but I can&#39;t understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f2a7d46e1305309af2b87a1a7e0bc8f\" alt=\"Seeking Alpha, PLTR, author&#39;s notes\" title=\"Seeking Alpha, PLTR, author&#39;s notes\" tg-width=\"640\" tg-height=\"468\"/><span>Seeking Alpha, PLTR, author&#39;s notes</span></p><p>Even with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.</p><h2>The Bottom Line</h2><p>I realize that I could easily be wrong in my assessments of the company&#39;s business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it&#39;s too early to judge AIP&#39;s success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.</p><p>However, I try to think through the prism of the most likely events. I think it&#39;s more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company&#39;s operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.</p><p>For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Get Out ASAP (Rating Downgrade)</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 Stock: Get Out ASAP (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model...</p>\n\n<a href=\"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade\">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/4610044-palantir-stock-get-out-asap-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341800265","content_text":"SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model.Alex Karp says in an interview that PLTR probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.I assign a Sell rating on PLTR stock, downgrading it from Hold.After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it'll take many years for PLTR to grow out of its current valuation. I'm downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.Why Do I Think So?Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I've written before, the company has some problems related to the structure of its business model. And it's not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.First off, Palantir's software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.Data by YChartsWhile Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Bloomberg [author's notes]Correct me if I'm wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR's CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like Snowflake, Databricks, SAS, R, AWS, and Azure. Palantir's closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.So I believe the company's business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.But let's pretend for a moment that I'm wrong and AIP is indeed a game-changer. Let's just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:Credit Suisse [proprietary source]This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS's numbers are also 19-18% above consensus. In other words, the bank's analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.Pay attention to the forecast data above - it's very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by >75% over the same period. That's slightly faster than what the company has been posting since 2022.PLRT's net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won't go beyond the $15.00/sh mark.Credit Suisse [proprietary source]With PLTR's P/E ratio back at >70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don't know about you, but I can't understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.Seeking Alpha, PLTR, author's notesEven with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.The Bottom LineI realize that I could easily be wrong in my assessments of the company's business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it's too early to judge AIP's success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.However, I try to think through the prism of the most likely events. I think it's more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company's operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979081413,"gmtCreate":1685176416632,"gmtModify":1685176419758,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>All the bagholders finally see the light","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>All the bagholders finally see the light","text":"$Palantir Technologies Inc.(PLTR)$ All the bagholders finally see the light","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979081413","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257423687299168,"gmtCreate":1703881475762,"gmtModify":1703881478774,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$&nbsp;</a>It wont make a new high this cycle. It needs to make a new low first","listText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$&nbsp;</a>It wont make a new high this cycle. It needs to make a new low first","text":"$Marathon Digital Holdings Inc(MARA)$ It wont make a new high this cycle. It needs to make a new low first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257423687299168","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947208203,"gmtCreate":1683147242803,"gmtModify":1683147248522,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Macro economics&nbsp;","listText":"Macro economics&nbsp;","text":"Macro economics","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947208203","repostId":"1145542970","repostType":2,"repost":{"id":"1145542970","pubTimestamp":1683113018,"share":"https://www.laohu8.com/m/news/1145542970?lang=&edition=full","pubTime":"2023-05-03 19:23","market":"us","language":"en","title":"Apple Results Could Mark Weak Finish to Big Tech Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1145542970","media":"Reuters","summary":"Apple Inc will likely report a more than 4% drop in revenue, its second straight quarterly decline, ","content":"<html><head></head><body><p>Apple Inc will likely report a more than 4% drop in revenue, its second straight quarterly decline, weighed down by consumers shunning non-essential purchases such as iPhones and Mac computers and slowing growth at its services business.</p><p style=\"text-align: start;\">The results on Thursday from the world&#39;s most valuable company will follow better-than-expected earnings from U.S. technology peers, which had raised hopes that the worst may be over for a sector that has laid off tens of thousands this year.</p><p style=\"text-align: start;\">Apple, an industry outlier with no mass layoffs so far, is set to post its first ever revenue declines across product lines, even as iPhone demand and production recovered in China after pandemic-driven disruptions last year.</p><p style=\"text-align: start;\">&#34;Apple is seeing moderate headwinds in its hardware businesses as iPhones face modest contraction in premium device demand and the iPad and Mac businesses could be weighed down by consumer and enterprise trends,&#34; analysts at Cowen and Co said.</p><p style=\"text-align: start;\">Hardware sales are set to decline over 7% to $71.93 billion in the second quarter, according to 23 analysts polled by Visible Alpha.</p><p style=\"text-align: start;\">Mac sales, which account for nearly a tenth of Apple&#39;s revenue, likely fell by a quarter, while revenue from flagship iPhone is estimated to have declined by over 3%.</p><p style=\"text-align: start;\">Global PC shipments slumped by nearly a third between January and March, according to data from research firm IDC, led by an over 40% drop in those sold by Apple. The global smartphone market, meanwhile, shrank 13% for a fifth straight quarter of decline.</p><p style=\"text-align: start;\">China Cheer</p><p style=\"text-align: start;\">Apple investors, however, would be encouraged by a recovery in China, the company&#39;s third-largest market.</p><p style=\"text-align: start;\">&#34;The reopening of China, both from the supply chain and the consumer demand standpoint, works in Apple&#39;s favor,&#34; said Tom Forte of D.A. Davidson, who expects iPhone sales there to rise.</p><p style=\"text-align: start;\">A near 1% pullback in the dollar during the quarter is also a bright spot in what is typically a weak period following the holiday shopping season, analysts said.</p><p style=\"text-align: start;\">Revenue in its services business, a key growth engine for Apple and home to its App Store and video streaming service, likely rose about 6%, according to Visible Alpha. That would mark its second lowest growth rate since at least the first quarter of fiscal 2017.</p><p style=\"text-align: start;\">&#34;For Apple, it is much more about a user growth story than a unit growth story,&#34; said KeyBanc Capital Markets analyst Brandon Nispel, who believes efforts to grow market share in developing economies such as India and Brazil will be crucial.</p><p style=\"text-align: start;\">He expects Apple to have added 30 million users to its active installed user base - the number of active Apple devices in the world. That figure stood at 2 billion as of end December.</p><p style=\"text-align: start;\">The company is ramping up its manufacturing and store presence in India as it looks to diversify its supply chain and gain consumers. The market could contribute $20 billion to annual revenue by 2025, brokerage Wedbush estimates.</p></body></html>","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>Apple Results Could Mark Weak Finish to Big Tech Earnings</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\">\nApple Results Could Mark Weak Finish to Big Tech Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-03 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-results-could-mark-weak-111252270.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc will likely report a more than 4% drop in revenue, its second straight quarterly decline, weighed down by consumers shunning non-essential purchases such as iPhones and Mac computers and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-results-could-mark-weak-111252270.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-results-could-mark-weak-111252270.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145542970","content_text":"Apple Inc will likely report a more than 4% drop in revenue, its second straight quarterly decline, weighed down by consumers shunning non-essential purchases such as iPhones and Mac computers and slowing growth at its services business.The results on Thursday from the world's most valuable company will follow better-than-expected earnings from U.S. technology peers, which had raised hopes that the worst may be over for a sector that has laid off tens of thousands this year.Apple, an industry outlier with no mass layoffs so far, is set to post its first ever revenue declines across product lines, even as iPhone demand and production recovered in China after pandemic-driven disruptions last year.\"Apple is seeing moderate headwinds in its hardware businesses as iPhones face modest contraction in premium device demand and the iPad and Mac businesses could be weighed down by consumer and enterprise trends,\" analysts at Cowen and Co said.Hardware sales are set to decline over 7% to $71.93 billion in the second quarter, according to 23 analysts polled by Visible Alpha.Mac sales, which account for nearly a tenth of Apple's revenue, likely fell by a quarter, while revenue from flagship iPhone is estimated to have declined by over 3%.Global PC shipments slumped by nearly a third between January and March, according to data from research firm IDC, led by an over 40% drop in those sold by Apple. The global smartphone market, meanwhile, shrank 13% for a fifth straight quarter of decline.China CheerApple investors, however, would be encouraged by a recovery in China, the company's third-largest market.\"The reopening of China, both from the supply chain and the consumer demand standpoint, works in Apple's favor,\" said Tom Forte of D.A. Davidson, who expects iPhone sales there to rise.A near 1% pullback in the dollar during the quarter is also a bright spot in what is typically a weak period following the holiday shopping season, analysts said.Revenue in its services business, a key growth engine for Apple and home to its App Store and video streaming service, likely rose about 6%, according to Visible Alpha. That would mark its second lowest growth rate since at least the first quarter of fiscal 2017.\"For Apple, it is much more about a user growth story than a unit growth story,\" said KeyBanc Capital Markets analyst Brandon Nispel, who believes efforts to grow market share in developing economies such as India and Brazil will be crucial.He expects Apple to have added 30 million users to its active installed user base - the number of active Apple devices in the world. That figure stood at 2 billion as of end December.The company is ramping up its manufacturing and store presence in India as it looks to diversify its supply chain and gain consumers. The market could contribute $20 billion to annual revenue by 2025, brokerage Wedbush estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206756791824544,"gmtCreate":1691508002924,"gmtModify":1691565748017,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust-ETF(QQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Invesco QQQ Trust-ETF(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206756791824544","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185498735333480,"gmtCreate":1686327056988,"gmtModify":1686327059926,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>Risk to reward ratio is higer now on the short side","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>Risk to reward ratio is higer now on the short side","text":"$Invesco QQQ Trust(QQQ)$ Risk to reward ratio is higer now on the short side","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185498735333480","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185498029887632,"gmtCreate":1686327024518,"gmtModify":1686327027543,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Invesco QQQ Trust(QQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185498029887632","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970661438,"gmtCreate":1684395075625,"gmtModify":1684395079110,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wheres all the talk about recession and interest rate","listText":"Wheres all the talk about recession and interest rate","text":"Wheres all the talk about recession and interest rate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970661438","repostId":"1131316156","repostType":2,"repost":{"id":"1131316156","pubTimestamp":1684393261,"share":"https://www.laohu8.com/m/news/1131316156?lang=&edition=full","pubTime":"2023-05-18 15:01","market":"us","language":"en","title":"Hedge Funds Are Doubling Down on Chip Stocks Like Nvidia, AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1131316156","media":"InvestorPlace","summary":"Hedge funds went all in on the semiconductor industry during the first quarter of 2023.In Q2, chip s","content":"<html><head></head><body><ul><li><p>Hedge funds went all in on the semiconductor industry during the first quarter of 2023.</p></li><li><p>In Q2, chip stocks are still rising steadily and showing no signs of slowing down.</p></li><li><p><strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) and <strong>Advanced Micro Devices</strong> (<strong><u>AMD</u></strong>) are leading the charge forward.</p></li></ul><p>If institutional investment is any indication, the boom in chip stocks is still going strong. More than that, the momentum is poised to remain a defining market trend throughout the second half of 2023.</p><p style=\"text-align: start;\">Part of the ongoing success with chip stocks is due to high interest in artificial intelligence (AI). This fast-growing area of tech is helping spur demand for semiconductors and growth for the companies that produce them. As a result, hedge funds doubled down on chip stocks throughout the first quarter. That puts the sector’s biggest names in focus, such as <strong>Nvidia</strong> (NASDAQ: <strong><u>NVDA</u></strong>) and <strong>Advanced Micro Devices</strong> (NASDAQ: <strong><u>AMD</u></strong>). However, other companies in the chip space have seen institutional investment rise as well.</p><p style=\"text-align: start;\">Does this mean now is the time for retail investors to closely watch chip stocks before they rise even further? Let’s take a closer look at which names hedge funds are buying up and what investors can expect.</p><h2 style=\"text-align: start;\">Chip Stocks Are Hot for a Reason</h2><p style=\"text-align: start;\">Which companies have been the biggest winners of the semiconductor boom so far? According to <em>Barron’s</em>, data from 13F forms shows that investors purchased a combined total of 27 million shares of NVDA stock and 38 million shares of AMD during Q1. That indicates increases of 2.5% and 5% respectively from the previous quarter. While <strong>Bridgewater Associates</strong> — the country’s largest hedge fund — did not stock up on either of those names, it did double down on other chip stocks. The firm added shares of both <strong>Broadcom</strong> (NASDAQ:AVGO) and <strong>Lam Research</strong> (NASDAQ: LRCX) to its holdings.</p><p style=\"text-align: start;\">All of the four chip stocks mentioned are in the green today and have spent the past six months rising steadily. However, it must be noted that NVDA stock has enjoyed a truly stellar two quarters, rising almost 90% since mid-November. The company recently hit a new 52-week high and reached a higher valuation than Warren Buffett’s <strong>Berkshire Hathaway </strong>(NYSE:BRK-A, NYSE:BRK-B). This supports the argument that Nvidia could be among the next trillion-dollar companies. <em>InvestorPlace</em> contributor Muslim Farooque notes:</p><blockquote>“As we have seen in the past few months, AI isn’t confined to merely internet searches […] [I]ts reach extends into streamlining disease screening, enhancing crop yields, improving logistics, and whatnot […] Whatever shape or form AI takes, though, Nvidia stands at the heart of this transformation, with its powerhouse GPUs and cutting-edge software fueling its innovation engine.”</blockquote><p style=\"text-align: start;\">That isn’t to say that other chip stocks don’t have significant growth potential. Both Broadcom and AMD recently reported stellar earnings. On top of that, things may be about to get even better for the entire sector. According to Bernstein, the personal computing market seems to be “normalizing.” Put another way, the market is returning to levels from before the Covid-19 pandemic.</p><h2 style=\"text-align: start;\">What Comes Next?</h2><p style=\"text-align: start;\">As the semicondctor boom continues, one question has be asked:<em> Is it too late for investors to gain exposure to chip stocks?</em> While names like Nvidia and Broadcom currently trade at very high levels, that doesn’t mean they don’t have further to run. The fact that institutional investors have been stocking up on these names recently should reassure investors as well. What’s more, if Bernstein is correct, chipmakers will see even greater demand as the PC market stabilizes — this time with the added benefit of the AI gold rush creating more tailwinds.</p></body></html>","source":"investorplace","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>Hedge Funds Are Doubling Down on Chip Stocks Like Nvidia, AMD</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\">\nHedge Funds Are Doubling Down on Chip Stocks Like Nvidia, AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/05/hedge-funds-are-doubling-down-on-chip-stocks-like-nvda-amd/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds went all in on the semiconductor industry during the first quarter of 2023.In Q2, chip stocks are still rising steadily and showing no signs of slowing down.Nvidia (NVDA) and Advanced ...</p>\n\n<a href=\"https://investorplace.com/2023/05/hedge-funds-are-doubling-down-on-chip-stocks-like-nvda-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://investorplace.com/2023/05/hedge-funds-are-doubling-down-on-chip-stocks-like-nvda-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131316156","content_text":"Hedge funds went all in on the semiconductor industry during the first quarter of 2023.In Q2, chip stocks are still rising steadily and showing no signs of slowing down.Nvidia (NVDA) and Advanced Micro Devices (AMD) are leading the charge forward.If institutional investment is any indication, the boom in chip stocks is still going strong. More than that, the momentum is poised to remain a defining market trend throughout the second half of 2023.Part of the ongoing success with chip stocks is due to high interest in artificial intelligence (AI). This fast-growing area of tech is helping spur demand for semiconductors and growth for the companies that produce them. As a result, hedge funds doubled down on chip stocks throughout the first quarter. That puts the sector’s biggest names in focus, such as Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD). However, other companies in the chip space have seen institutional investment rise as well.Does this mean now is the time for retail investors to closely watch chip stocks before they rise even further? Let’s take a closer look at which names hedge funds are buying up and what investors can expect.Chip Stocks Are Hot for a ReasonWhich companies have been the biggest winners of the semiconductor boom so far? According to Barron’s, data from 13F forms shows that investors purchased a combined total of 27 million shares of NVDA stock and 38 million shares of AMD during Q1. That indicates increases of 2.5% and 5% respectively from the previous quarter. While Bridgewater Associates — the country’s largest hedge fund — did not stock up on either of those names, it did double down on other chip stocks. The firm added shares of both Broadcom (NASDAQ:AVGO) and Lam Research (NASDAQ: LRCX) to its holdings.All of the four chip stocks mentioned are in the green today and have spent the past six months rising steadily. However, it must be noted that NVDA stock has enjoyed a truly stellar two quarters, rising almost 90% since mid-November. The company recently hit a new 52-week high and reached a higher valuation than Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A, NYSE:BRK-B). This supports the argument that Nvidia could be among the next trillion-dollar companies. InvestorPlace contributor Muslim Farooque notes:“As we have seen in the past few months, AI isn’t confined to merely internet searches […] [I]ts reach extends into streamlining disease screening, enhancing crop yields, improving logistics, and whatnot […] Whatever shape or form AI takes, though, Nvidia stands at the heart of this transformation, with its powerhouse GPUs and cutting-edge software fueling its innovation engine.”That isn’t to say that other chip stocks don’t have significant growth potential. Both Broadcom and AMD recently reported stellar earnings. On top of that, things may be about to get even better for the entire sector. According to Bernstein, the personal computing market seems to be “normalizing.” Put another way, the market is returning to levels from before the Covid-19 pandemic.What Comes Next?As the semicondctor boom continues, one question has be asked: Is it too late for investors to gain exposure to chip stocks? While names like Nvidia and Broadcom currently trade at very high levels, that doesn’t mean they don’t have further to run. The fact that institutional investors have been stocking up on these names recently should reassure investors as well. What’s more, if Bernstein is correct, chipmakers will see even greater demand as the PC market stabilizes — this time with the added benefit of the AI gold rush creating more tailwinds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117961211,"gmtCreate":1623113837433,"gmtModify":1704196282079,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Management is the key to growth.&nbsp;","listText":"Management is the key to growth.&nbsp;","text":"Management is the key to growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/117961211","repostId":"2141256310","repostType":4,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156497269,"gmtCreate":1625233530651,"gmtModify":1703739006601,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Looks like gona break 700","listText":"Looks like gona break 700","text":"Looks like gona break 700","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/156497269","repostId":"1116704209","repostType":2,"repost":{"id":"1116704209","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":1625233295,"share":"https://www.laohu8.com/m/news/1116704209?lang=&edition=full","pubTime":"2021-07-02 21:41","market":"us","language":"en","title":"Tesla shares stood at $700 for the first time since May 3","url":"https://stock-news.laohu8.com/highlight/detail?id=1116704209","media":"Tiger Newspress","summary":"Tesla shares stood at $700 for the first time since May 3.\n\nTesla Inc on Friday posted a record 201,","content":"<p>Tesla shares stood at $700 for the first time since May 3.</p>\n<p><img src=\"https://static.tigerbbs.com/75c00bec95ffda8fc80f6a0c562a76ff\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p>\n<p>Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\"></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>Tesla shares stood at $700 for the first time since May 3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares stood at $700 for the first time since May 3\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\">2021-07-02 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares stood at $700 for the first time since May 3.</p>\n<p><img src=\"https://static.tigerbbs.com/75c00bec95ffda8fc80f6a0c562a76ff\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p>\n<p>Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p>\n<p><img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116704209","content_text":"Tesla shares stood at $700 for the first time since May 3.\n\nTesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.\nAnalysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035590985,"gmtCreate":1647620721042,"gmtModify":1676534252111,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Suddenly the shorts very quiet","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>Suddenly the shorts very quiet","text":"$Tiger Brokers(TIGR)$Suddenly the shorts very quiet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035590985","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897627924,"gmtCreate":1628914617768,"gmtModify":1676529892999,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"tesla to the moon","listText":"tesla to the moon","text":"tesla to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897627924","repostId":"2159721520","repostType":2,"repost":{"id":"2159721520","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":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1628887162,"share":"https://www.laohu8.com/m/news/2159721520?lang=&edition=full","pubTime":"2021-08-14 04:39","market":"us","language":"en","title":"Tesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2159721520","media":"Reuters","summary":"Tesla Inc :Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil V","content":"<html><body><p>Tesla Inc <tsla.o>:Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</tsla.o></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Inc Says Technoking Of Tesla And CEO, Elon Musk's 2020 Total Compensation Was Nil Versus $23,760 In 2019 - SEC Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-14 04:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Tesla Inc <tsla.o>:Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).</tsla.o></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SANA":"Sana Biotechnology, Inc.","APR":"Apria, Inc.","LABP":"Landos Biopharma, Inc.","LHDX":"Lucira Health, Inc.","TSLA":"特斯拉","CGEM":"Cullinan Therapeutics","TSS":"Total System Services"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159721520","content_text":"Tesla Inc :Tesla Inc Says Technoking Of Tesla And Ceo, Elon Musk'S 2020 Total Compensation Was Nil Versus $23,760 In 2019 - Sec Filing.Tesla Inc Says Master Of Coin And Cfo, Zachary Kirkhorn'S 2020 Total Compensation Was $46.6 Million Versus $21.2 Million In 2019.Further Company Coverage: Tsla.O. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264140540760288,"gmtCreate":1705506832134,"gmtModify":1705506838635,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"election play long. Volume increases, despite the price action&nbsp;","listText":"election play long. Volume increases, despite the price action&nbsp;","text":"election play long. Volume increases, despite the price action","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264140540760288","isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254555719790832,"gmtCreate":1703184128161,"gmtModify":1703189287138,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"If feds starts cutting rates means economy is gloomy","listText":"If feds starts cutting rates means economy is gloomy","text":"If feds starts cutting rates means economy is gloomy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254555719790832","repostId":"1100377429","repostType":2,"repost":{"id":"1100377429","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":1703165476,"share":"https://www.laohu8.com/m/news/1100377429?lang=&edition=full","pubTime":"2023-12-21 21:31","market":"us","language":"en","title":"U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1100377429","media":"Tiger Newspress","summary":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis  said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials","content":"<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</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>U.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third 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\">\nU.S. Q3 GDP Growth Revised Lower to 4.9% Growth in Third Estimate\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\">2023-12-21 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department&#39;s Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.</p><p style=\"text-align: start;\">It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.</p><p style=\"text-align: start;\">The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.</p><p style=\"text-align: start;\">Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.</p><p style=\"text-align: start;\">But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100377429","content_text":"US Gross domestic product increased at a 4.9% annualized rate last quarter, revised down from the previously reported 5.2% pace, the Commerce Department's Bureau of Economic Analysis (BEA) said in its third estimate of third-quarter GDP.It was still the fastest pace of expansion since the fourth quarter of 2021. Economists had expected GDP growth would be unrevised at a rate of 5.2%.The economy, which grew at a 2.1% pace in the second quarter, has been expanding at a pace far above what Fed officials regard as the non-inflationary growth rate of around 1.8%. Momentum, however, appears to have faded in the final three months of the year as consumer spending takes a breather.Growth is also expected to be restrained by a wider trade deficit and slower pace of inventory building relative to the third quarter.But the growth pace likely remains enough to fend off a recession, with retail sales unexpectedly rising in November and single-family housing starts and building permits scaling 1-1/2-year highs. Growth estimates for the fourth quarter range from as low as a 1.1% rate to as high as a 2.7% pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952541022,"gmtCreate":1674843259766,"gmtModify":1676538962239,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/LCID\">$Lucid Group Inc(LCID)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Lucid Group Inc(LCID)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952541022","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949148475,"gmtCreate":1678457080398,"gmtModify":1678457084673,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Now dono can sell or not","listText":"Now dono can sell or not","text":"Now dono can sell or not","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9949148475","repostId":"1120546657","repostType":2,"repost":{"id":"1120546657","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":1678457541,"share":"https://www.laohu8.com/m/news/1120546657?lang=&edition=full","pubTime":"2023-03-10 22:12","market":"us","language":"en","title":"SVB Financial Group Tumbled Over 60% Again in Premarket Trading As Attempts to Raise Capital Failed","url":"https://stock-news.laohu8.com/highlight/detail?id=1120546657","media":"Tiger Newspress","summary":"Attempts by SVB Financial Group to raise capital have failed, the sources said. Large financial inst","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/682feaa8b028ff911452447612289a27\" tg-width=\"652\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/></p><p>Attempts by <a href=\"https://laohu8.com/S/SIVB\">SVB Financial Group</a> to raise capital have failed, the sources said. Large financial institutions are looking at a potential purchase of it.</p><p>Stocks tumbled over 60% in premarket trading.</p><p></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>SVB Financial Group Tumbled Over 60% Again in Premarket Trading As Attempts to Raise Capital Failed</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\">\nSVB Financial Group Tumbled Over 60% Again in Premarket Trading As Attempts to Raise Capital Failed\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\">2023-03-10 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/682feaa8b028ff911452447612289a27\" tg-width=\"652\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/></p><p>Attempts by <a href=\"https://laohu8.com/S/SIVB\">SVB Financial Group</a> to raise capital have failed, the sources said. Large financial institutions are looking at a potential purchase of it.</p><p>Stocks tumbled over 60% in premarket trading.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120546657","content_text":"Attempts by SVB Financial Group to raise capital have failed, the sources said. Large financial institutions are looking at a potential purchase of it.Stocks tumbled over 60% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051779066,"gmtCreate":1654745464155,"gmtModify":1676535503773,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Buy the next dip","listText":"Buy the next dip","text":"Buy the next dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051779066","repostId":"2242298847","repostType":4,"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033866778,"gmtCreate":1646253337123,"gmtModify":1676534107705,"author":{"id":"3566892305869986","authorId":"3566892305869986","name":"Daytraderz","avatar":"https://community-static.tradeup.com/news/370af53a7c463252b974891c9f9549eb","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Drop drop drop to the SEA","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Drop drop drop to the SEA","text":"$Sea Ltd(SE)$Drop drop drop to the SEA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033866778","isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}