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EthanOng

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2022-04-06

Tesla brings other EV stocks along... 😂

Tesla: After A ~60% Rally, There's More In Store

2022-03-29

Time to soar

Palantir: Emerging From The Ashes

2021-04-14

BTWN for the win!

Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood

2022-04-04

nothing really interesting

3 Beaten-Down Growth Stocks That Can Turn $300,000 Into $1 Million by 2030

2022-04-12

BRK kinda goes without saying. 😂

Sorry, the original content has been removed

2022-04-07

One step forward two steps back... 🤪

Nasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%

2022-03-31

There's no real fear. Just keep buying. 😬

Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears

2022-04-09

Holding long long term for PLTR

Palantir Vs. Snowflake Stock: Which Is The Better Buy?

2022-03-30

Been painful to watch EV stocks

EV Stocks Climbed in Morning Trading

2022-03-29

Hello INTEL!

Sorry, the original content has been removed

2022-03-25

INTC for the win!

Sorry, the original content has been removed

2021-04-14

PLTR ALL THE WAY!

The Bear Thesis Against Palantir Is Rooted in Illogical Conclusions

Go to Tiger App to see more news

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kinda goes without saying. 😂&nbsp;","listText":"BRK kinda goes without saying. 😂&nbsp;","text":"BRK kinda goes without saying. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014450119","repostId":"2226683093","repostType":4,"repost":{"id":"2226683093","kind":"highlight","pubTimestamp":1649691304,"share":"https://ttm.financial/m/news/2226683093?lang=&edition=fundamental","pubTime":"2022-04-11 23:35","market":"us","language":"en","title":"3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2226683093","media":"Motley Fool","summary":"A tumbling stock market is the ideal time to put your money to work in these rock-solid companies.","content":"<html><head></head><body><p>A little over a year ago, things couldn&#39;t have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the strongest bounces from a bear-market in history. What&#39;s more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.</p><p>But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation&#39;s central bank may be to blame.</p><p>While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused <b>Nasdaq Composite</b>&#39;s brief tumble into bear market territory was primarily Fed-induced.</p><p>Although big drops in the market can be scary at times -- especially when they&#39;re caused by the Fed shifting course -- they&#39;re historically the best time to put your money to work. That&#39;s because all notable declines are eventually erased by a bull market rally.</p><p>Below are three of the smartest stocks investors can buy in a Fed-driven bear market.</p><h2><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a></h2><p>The first stock investors would be wise to buy in a Fed-induced bear market is conglomerate <b>Berkshire Hathaway</b> ( BRK.A )( BRK.B).</p><p>Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he&#39;s led Berkshire&#39;s Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we&#39;re talking about an increase of 4,210,069%, as of April 7.</p><p>One of Buffett&#39;s not-so-subtle secrets to success is that he&#39;s packed Berkshire Hathaway&#39;s portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.</p><p>Something else to consider is that a sizable percentage of Berkshire Hathaway&#39;s owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it&#39;ll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.</p><p>Berkshire Hathaway&#39;s success is also a function of Buffett&#39;s love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.</p><p>Long story short, riding Buffett&#39;s coattails has long been a moneymaking investment strategy.</p><p><img src=\"https://static.tigerbbs.com/258390c72eb8866a0650f6b06661fd51\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h2><p>Just because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn&#39;t mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that&#39;s a smart buy is cybersecurity stock <b>CrowdStrike Holdings</b> (CRWD).</p><p>Since the pandemic began more than two years ago, businesses have accelerated the pace at which they&#39;ve moved data online and into the cloud. Given that hackers and robots don&#39;t take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.</p><p>While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events <i>per day</i> and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn&#39;t the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it&#39;s one of the best.</p><p>Additional proof of Falcon&#39;s success can be seen in CrowdStrike&#39;s subscriber figures and organic growth rate. Over the past five years, the company&#39;s subscriber count has grown by an annual average of 105%. What&#39;s more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).</p><p>As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.</p><p><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>A third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain <b>Walgreens Boots Alliance</b> (WBA).</p><p>Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can&#39;t control when we get sick, there&#39;s always demand for prescription drugs, medical devices, and healthcare services.</p><p>However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation&#39;s central bank does on the interest rate front.</p><p>What makes Walgreens Boots Alliance such an attractive investment is the company&#39;s multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it&#39;s spent aggressively on digitization initiatives that&#39;ll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company&#39;s organic growth rate.</p><p>Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens&#39; pharmacy should help improve brand loyalty and the company&#39;s bottom line.</p><p>With Walgreens valued at just 9 times Wall Street&#39;s forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.</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>3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 of the Smartest Stocks to Buy in a Fed-Induced Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","BRK.B":"伯克希尔B","WBA":"沃尔格林联合博姿","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/04/11/3-smartest-stocks-buy-in-a-fed-induced-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226683093","content_text":"A little over a year ago, things couldn't have been better for Wall Street. The major U.S. indexes were a year removed from their pandemic bottom and had delivered one of the strongest bounces from a bear-market in history. What's more, there was abundant access to cheap capital and the Federal Reserve was intent on maintaining its dovish monetary stance.But over the past 12 months, the wheels fell off the wagon in dramatic fashion -- and the nation's central bank may be to blame.While no one ever said overseeing monetary policy for the largest economy in the world would be easy, in hindsight the Fed left its foot on the accelerator for far too long. A combination of historically low lending rates and ongoing quantitative easing measures designed to drive down long-term bond yields has played a big role in sending the U.S. inflation rate to a four-decade high. In fact, a good argument can be made that the growth-focused Nasdaq Composite's brief tumble into bear market territory was primarily Fed-induced.Although big drops in the market can be scary at times -- especially when they're caused by the Fed shifting course -- they're historically the best time to put your money to work. That's because all notable declines are eventually erased by a bull market rally.Below are three of the smartest stocks investors can buy in a Fed-driven bear market.Berkshire HathawayThe first stock investors would be wise to buy in a Fed-induced bear market is conglomerate Berkshire Hathaway ( BRK.A )( BRK.B).Berkshire may not be a household name, but its CEO, billionaire Warren Buffett, probably is. Since taking over as CEO of the company in 1965, Buffett has overseen more than $760 billion in valuation creation for shareholders (himself included), and he's led Berkshire's Class A shares (BRK.A) to an average annual gain of just over 20%. In aggregate, we're talking about an increase of 4,210,069%, as of April 7.One of Buffett's not-so-subtle secrets to success is that he's packed Berkshire Hathaway's portfolio with cyclical companies. These are businesses that thrive when the economy is firing on all cylinders and struggle a bit when recessions strike. Instead of trying to time these inevitable downturns, Buffett has positioned Berkshire Hathaway and its investment portfolio to take advantage of long-winded expansions. After all, economic expansions last considerably longer than recessions.Something else to consider is that a sizable percentage of Berkshire Hathaway's owned and invested assets are in the financial sector. The Fed has made clear that it intends to reduce its balance sheet (i.e., sell Treasury bonds) and raise interest rates. Higher lending rates will be a boon for bank stocks that have variable-rate outstanding loans, and it'll also allow insurance companies to generate more interest income on their float (i.e., their unused premium). In short, Berkshire Hathaway is well-positioned to navigate a rising-rate environment.Berkshire Hathaway's success is also a function of Buffett's love for dividend stocks. Companies that pay a dividend are often profitable, time-tested, and have transparent long-term outlooks. This year, Berkshire should collect in excess of $5 billion in dividend income, with north of $4 billion coming from just a half-dozen holdings.Long story short, riding Buffett's coattails has long been a moneymaking investment strategy.Image source: Getty Images.CrowdStrike HoldingsJust because the stock market is falling and the Fed is scrambling to control historically high inflation, it doesn't mean growth stocks are off-limits for patient investors. A perfect example of a fast-paced company that's a smart buy is cybersecurity stock CrowdStrike Holdings (CRWD).Since the pandemic began more than two years ago, businesses have accelerated the pace at which they've moved data online and into the cloud. Given that hackers and robots don't take time off just because Wall Street had a bad day, the onus of protecting this data is increasingly falling onto third-party providers like CrowdStrike. Put another way, cybersecurity has evolved from an optional to essential service over the past two-plus decades.While the cybersecurity industry should be home to a number of winners, CrowdStrike really stands out for its cloud-native Falcon security platform. Falcon oversees approximately 1 trillion events per day and relies on artificial intelligence to grow more efficient at recognizing and responding to potential end-user threats. CrowdStrike isn't the cheapest solution in cybersecurity, but its gross retention rate of 98% suggests it's one of the best.Additional proof of Falcon's success can be seen in CrowdStrike's subscriber figures and organic growth rate. Over the past five years, the company's subscriber count has grown by an annual average of 105%. What's more, CrowdStrike has reported 16 consecutive quarters with a dollar-based retention rate of at least 120%.  This is a fancy way of saying that existing clients spent at least 20% more on a year-over-year basis for four consecutive years (16 quarters).As the premier name in cybersecurity, any significant pullback in a Fed-driven bear market should be viewed as a buying opportunity.Image source: Getty Images.Walgreens Boots AllianceA third exceptionally smart stock to buy during a Fed-induced bear market is pharmacy chain Walgreens Boots Alliance (WBA).Generally, healthcare stocks are nearly impervious to wild vacillations in the stock market and, to some extent, the U.S. economy. Because we can't control when we get sick, there's always demand for prescription drugs, medical devices, and healthcare services.However, Walgreens proved to be a bit of an exception to this rule during the initial stages of the COVID-19 pandemic. Since pharmacy chains are reliant on foot traffic into their stores, the pandemic put a hurting on Walgreens and its peers for a couple of quarters. With the worst of the pandemic likely in the rearview mirror, Walgreens looks poised to shine no matter what the nation's central bank does on the interest rate front.What makes Walgreens Boots Alliance such an attractive investment is the company's multipoint strategy to lift its margins and organic growth rate. As an example, Walgreens has slashed more than $2 billion in annual operating expenses a full year ahead of schedule. At the same time, it's spent aggressively on digitization initiatives that'll promote direct-to-consumer sales. Even though its brick-and-mortar locations will remain its primary revenue driver, the convenience of online sales should have no trouble boosting the company's organic growth rate.Speaking of organic growth, Walgreens has also partnered with and invested in VillageMD. The two have opened more than 100 full-service clinics nationwide, as of Feb. 28, 2022, with the goal of reaching at least 600 clinics in more than 30 U.S. markets by the end of 2025.  The key here is that these are full-service, physician-staffed clinics, and can therefore handle much more than administering a vaccine. The ability to court repeat clients and funnel those patients to Walgreens' pharmacy should help improve brand loyalty and the company's bottom line.With Walgreens valued at just 9 times Wall Street's forecast earnings for fiscal 2022 (ended Aug. 31, 2022), now is the perfect time to pounce.","news_type":1},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015250590,"gmtCreate":1649493034425,"gmtModify":1676534521395,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Holding long long term for PLTR","listText":"Holding long long term for PLTR","text":"Holding long long term for PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015250590","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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 Vs. Snowflake Stock: Which Is The Better Buy?</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 Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012950346,"gmtCreate":1649283030541,"gmtModify":1676534481723,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"One step forward two steps back... 🤪","listText":"One step forward two steps back... 🤪","text":"One step forward two steps back... 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012950346","repostId":"1195772535","repostType":4,"repost":{"id":"1195772535","kind":"news","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":1649258972,"share":"https://ttm.financial/m/news/1195772535?lang=&edition=fundamental","pubTime":"2022-04-06 23:29","market":"us","language":"en","title":"Nasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195772535","media":"Tiger Newspress","summary":"The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day o","content":"<html><head></head><body><p>The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank&#39;s March meeting on tap.</p><p>Shares of mega-cap growth companies such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> tumbled between 2% and 5%, dragging down the Nasdaq and the S&amp;P 500.</p><p>High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.</p><p>Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.</p><p>&#34;The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>&#34;The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they&#39;ll point to a half-a-percent rise next month.&#34;</p><p>The Federal Open Market Committee&#39;s minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.</p><p>While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.</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>Nasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%</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\">\nNasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%\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\">2022-04-06 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank&#39;s March meeting on tap.</p><p>Shares of mega-cap growth companies such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> tumbled between 2% and 5%, dragging down the Nasdaq and the S&amp;P 500.</p><p>High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.</p><p>Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.</p><p>&#34;The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>&#34;The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they&#39;ll point to a half-a-percent rise next month.&#34;</p><p>The Federal Open Market Committee&#39;s minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.</p><p>While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195772535","content_text":"The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank's March meeting on tap.Shares of mega-cap growth companies such as Microsoft, Apple and Amazon.com tumbled between 2% and 5%, dragging down the Nasdaq and the S&P 500.High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.\"The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.\"The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they'll point to a half-a-percent rise next month.\"The Federal Open Market Committee's minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016652297,"gmtCreate":1649197149020,"gmtModify":1676534465565,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Tesla brings other EV stocks along... 😂","listText":"Tesla brings other EV stocks along... 😂","text":"Tesla brings other EV stocks along... 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016652297","repostId":"2225304673","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018247623,"gmtCreate":1649049572114,"gmtModify":1676534442188,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"nothing really interesting&nbsp;","listText":"nothing really interesting&nbsp;","text":"nothing really interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018247623","repostId":"2224373536","repostType":4,"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013150563,"gmtCreate":1648692881989,"gmtModify":1676534381082,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"There's no real fear. Just keep buying. 😬","listText":"There's no real fear. Just keep buying. 😬","text":"There's no real fear. Just keep buying. 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013150563","repostId":"2223836313","repostType":2,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019840334,"gmtCreate":1648592457758,"gmtModify":1676534357272,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Been painful to watch EV stocks","listText":"Been painful to watch EV stocks","text":"Been painful to watch EV stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019840334","repostId":"1118582920","repostType":4,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019390020,"gmtCreate":1648522685492,"gmtModify":1676534349843,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Hello INTEL!","listText":"Hello INTEL!","text":"Hello INTEL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019390020","repostId":"2223819434","repostType":4,"repost":{"id":"2223819434","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648522355,"share":"https://ttm.financial/m/news/2223819434?lang=&edition=fundamental","pubTime":"2022-03-29 10:52","market":"us","language":"en","title":"U.S. Senate Approves $52 Bln Chips Bill in Bid to Reach Compromise","url":"https://stock-news.laohu8.com/highlight/detail?id=2223819434","media":"Reuters","summary":"(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies","content":"<html><head></head><body><p>(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies for semiconductor chips manufacturing in a bid to reach a compromise after months of discussions.</p><p>The 68-28 procedural vote sends the legislation back to the House of Representatives in a cumbersome process to ultimately launch a formal process known as a &#34;conference&#34; where lawmakers from both chambers will seek agreement on a compromise version.</p><p>A persistent industry-wide shortage of chips has disrupted production in the automotive and electronics industries, forcing some firms to scale back production, and there have been growing calls to decrease reliance on other countries for semiconductors.</p><p>The Senate first passed chips legislation in June that also authorized $190 billion to strengthen U.S. technology, while the House passed its version in early February.</p><p>Senate Commerce Committee chair Maria Cantwell said the vote was crucial to &#34;get us to real negotiations&#34;</p><p>White House spokeswoman Jen Psaki said the Senate vote was another step &#34;to strengthen our supply chains, make more in America. We look forward to the House of Representatives moving quickly to start the formal conference process as well.&#34;</p><p>A senior House Democratic aide said the chamber is set to take up the measure and send it back to the Senate as soon as later this week. The Senate will need to vote again to launch the conference. A final agreement might not be reached until summer.</p><p>Independent Senator Bernie Sanders criticized the $52 billion in subsidies, calling it &#34;corporate greed&#34; and said taxpayers should get warrants or equity from profitable chips firms in exchange for subsidies.</p><p>&#34;The financial gains made by these companies must be shared with the American people, not just wealthy shareholders,&#34; Sanders said.</p><p>U.S. Commerce Secretary Gina Raimondo noted that two decades ago, the United States produced nearly 40% of all chips while today it accounts for only 12% of global production. The Senate vote moved the United States &#34;one step closer toward revitalizing American semiconductor manufacturing, securing our critical supply chains and bringing home good-quality manufacturing jobs.&#34;</p><p>On Friday, General Motors said it would halt production at a pickup truck plant in Indiana for two weeks in April because of the chips shortage.</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. Senate Approves $52 Bln Chips Bill in Bid to Reach Compromise</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. Senate Approves $52 Bln Chips Bill in Bid to Reach Compromise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-29 10:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies for semiconductor chips manufacturing in a bid to reach a compromise after months of discussions.</p><p>The 68-28 procedural vote sends the legislation back to the House of Representatives in a cumbersome process to ultimately launch a formal process known as a &#34;conference&#34; where lawmakers from both chambers will seek agreement on a compromise version.</p><p>A persistent industry-wide shortage of chips has disrupted production in the automotive and electronics industries, forcing some firms to scale back production, and there have been growing calls to decrease reliance on other countries for semiconductors.</p><p>The Senate first passed chips legislation in June that also authorized $190 billion to strengthen U.S. technology, while the House passed its version in early February.</p><p>Senate Commerce Committee chair Maria Cantwell said the vote was crucial to &#34;get us to real negotiations&#34;</p><p>White House spokeswoman Jen Psaki said the Senate vote was another step &#34;to strengthen our supply chains, make more in America. We look forward to the House of Representatives moving quickly to start the formal conference process as well.&#34;</p><p>A senior House Democratic aide said the chamber is set to take up the measure and send it back to the Senate as soon as later this week. The Senate will need to vote again to launch the conference. A final agreement might not be reached until summer.</p><p>Independent Senator Bernie Sanders criticized the $52 billion in subsidies, calling it &#34;corporate greed&#34; and said taxpayers should get warrants or equity from profitable chips firms in exchange for subsidies.</p><p>&#34;The financial gains made by these companies must be shared with the American people, not just wealthy shareholders,&#34; Sanders said.</p><p>U.S. Commerce Secretary Gina Raimondo noted that two decades ago, the United States produced nearly 40% of all chips while today it accounts for only 12% of global production. The Senate vote moved the United States &#34;one step closer toward revitalizing American semiconductor manufacturing, securing our critical supply chains and bringing home good-quality manufacturing jobs.&#34;</p><p>On Friday, General Motors said it would halt production at a pickup truck plant in Indiana for two weeks in April because of the chips shortage.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4512":"苹果概念","MU":"美光科技","BK4529":"IDC概念","INTC":"英特尔","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","LRCX":"拉姆研究","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4533":"AQR资本管理(全球第二大对冲基金)","AMD":"美国超微公司","BK4575":"芯片概念","BK4566":"资本集团","BK4149":"建筑机械与重型卡车","PCAR":"帕卡","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","NVDA":"英伟达","BK4551":"寇图资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223819434","content_text":"(Reuters) - The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies for semiconductor chips manufacturing in a bid to reach a compromise after months of discussions.The 68-28 procedural vote sends the legislation back to the House of Representatives in a cumbersome process to ultimately launch a formal process known as a \"conference\" where lawmakers from both chambers will seek agreement on a compromise version.A persistent industry-wide shortage of chips has disrupted production in the automotive and electronics industries, forcing some firms to scale back production, and there have been growing calls to decrease reliance on other countries for semiconductors.The Senate first passed chips legislation in June that also authorized $190 billion to strengthen U.S. technology, while the House passed its version in early February.Senate Commerce Committee chair Maria Cantwell said the vote was crucial to \"get us to real negotiations\"White House spokeswoman Jen Psaki said the Senate vote was another step \"to strengthen our supply chains, make more in America. We look forward to the House of Representatives moving quickly to start the formal conference process as well.\"A senior House Democratic aide said the chamber is set to take up the measure and send it back to the Senate as soon as later this week. The Senate will need to vote again to launch the conference. A final agreement might not be reached until summer.Independent Senator Bernie Sanders criticized the $52 billion in subsidies, calling it \"corporate greed\" and said taxpayers should get warrants or equity from profitable chips firms in exchange for subsidies.\"The financial gains made by these companies must be shared with the American people, not just wealthy shareholders,\" Sanders said.U.S. Commerce Secretary Gina Raimondo noted that two decades ago, the United States produced nearly 40% of all chips while today it accounts for only 12% of global production. The Senate vote moved the United States \"one step closer toward revitalizing American semiconductor manufacturing, securing our critical supply chains and bringing home good-quality manufacturing jobs.\"On Friday, General Motors said it would halt production at a pickup truck plant in Indiana for two weeks in April because of the chips shortage.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019307849,"gmtCreate":1648522635093,"gmtModify":1676534349844,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"Time to soar","listText":"Time to soar","text":"Time to soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019307849","repostId":"2222889107","repostType":4,"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037759333,"gmtCreate":1648187769620,"gmtModify":1676534315047,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"INTC for the win!","listText":"INTC for the win!","text":"INTC for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037759333","repostId":"1185091893","repostType":4,"repost":{"id":"1185091893","kind":"news","pubTimestamp":1648173991,"share":"https://ttm.financial/m/news/1185091893?lang=&edition=fundamental","pubTime":"2022-03-25 10:06","market":"us","language":"en","title":"Chip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185091893","media":"InvestorPlace","summary":"Here's why investors in chip stocks are doubling down today","content":"<html><head></head><body><p>Big news from <b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) today has other chip stocks absolutely taking off. From <b>Advanced Micro Devices</b> (NASDAQ:<b><u>AMD</u></b>) to <b>Intel</b> (NASDAQ:<b><u>INTC</u></b>), <b>Micron</b> (NASDAQ:<b><u>MU</u></b>) and <b>GlobalFoundries</b> (NASDAQ:<b><u>GFS</u></b>), we are seeing some big moves within semiconductor companies.</p><p><img src=\"https://static.tigerbbs.com/7b2c024da5e3797b1d573a3eeeb2780a\" tg-width=\"421\" tg-height=\"714\" width=\"100%\" height=\"auto\"/></p><p>Such a correlated move suggests sentiment is shifting in this sector. Indeed, concerns around valuations and other macroeconomic issues had led to a selloff earlier this year. However, revitalized interest in chip makers has investors sharpening their pencils.</p><p>Today, the continued rally in equity markets has benefited these growth stocks in a big way. Let’s dive into where this rally comes from and what news Nvidia shared.</p><p><b>Chip Stocks Soar on Potential Collaboration Deals</b></p><p>Yesterday, news arose that Nvidia and Intel were exploring a chip manufacturing deal. On a call with reporters, Nvidia CEO Jensen Huang noted the company was interested in potentially using Intel’s foundries. Such a move would strategically make sense, as it would shift at least a portion of Nvidia’s production stateside. Given the geopolitical risk right now, these talks are perhaps less surprising than they would have been a few months ago.</p><p>Now, it’s worth noting that Intel’s foundries are still under construction in the United States and Europe. Accordingly, any potential collaboration would likely actually unfold years down the road. Additionally, Nvidia did stipulate that in order for such a deal to work, Intel would need to achieve the same caliber of <b>Taiwan Semiconductor</b> (NYSE:<b><u>TSM</u></b>). That’s a rather high bar to hit.</p><p>That said, this potential collaboration is being viewed as a positive for the industry. As investors look to this sector for growth, how these companies choose to position themselves matters. Right now, investors appear to like what they see coming from chipmakers.</p></body></html>","source":"lsy1606302653667","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>Chip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?</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\">\nChip Stocks News: Why Are AMD, INTC, NVDA, MU, GFS Stocks Up Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big news from Nvidia (NASDAQ:NVDA) today has other chip stocks absolutely taking off. From Advanced Micro Devices (NASDAQ:AMD) to Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and GlobalFoundries (NASDAQ:...</p>\n\n<a href=\"https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司","MU":"美光科技"},"source_url":"https://investorplace.com/2022/03/chip-stocks-news-why-are-amd-intc-nvda-mu-gfs-stocks-up-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185091893","content_text":"Big news from Nvidia (NASDAQ:NVDA) today has other chip stocks absolutely taking off. From Advanced Micro Devices (NASDAQ:AMD) to Intel (NASDAQ:INTC), Micron (NASDAQ:MU) and GlobalFoundries (NASDAQ:GFS), we are seeing some big moves within semiconductor companies.Such a correlated move suggests sentiment is shifting in this sector. Indeed, concerns around valuations and other macroeconomic issues had led to a selloff earlier this year. However, revitalized interest in chip makers has investors sharpening their pencils.Today, the continued rally in equity markets has benefited these growth stocks in a big way. Let’s dive into where this rally comes from and what news Nvidia shared.Chip Stocks Soar on Potential Collaboration DealsYesterday, news arose that Nvidia and Intel were exploring a chip manufacturing deal. On a call with reporters, Nvidia CEO Jensen Huang noted the company was interested in potentially using Intel’s foundries. Such a move would strategically make sense, as it would shift at least a portion of Nvidia’s production stateside. Given the geopolitical risk right now, these talks are perhaps less surprising than they would have been a few months ago.Now, it’s worth noting that Intel’s foundries are still under construction in the United States and Europe. Accordingly, any potential collaboration would likely actually unfold years down the road. Additionally, Nvidia did stipulate that in order for such a deal to work, Intel would need to achieve the same caliber of Taiwan Semiconductor (NYSE:TSM). That’s a rather high bar to hit.That said, this potential collaboration is being viewed as a positive for the industry. As investors look to this sector for growth, how these companies choose to position themselves matters. Right now, investors appear to like what they see coming from chipmakers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344225693,"gmtCreate":1618411319812,"gmtModify":1704710471724,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"PLTR ALL THE WAY!","listText":"PLTR ALL THE WAY!","text":"PLTR ALL THE WAY!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344225693","repostId":"1193747033","repostType":4,"repost":{"id":"1193747033","kind":"news","pubTimestamp":1618404624,"share":"https://ttm.financial/m/news/1193747033?lang=&edition=fundamental","pubTime":"2021-04-14 20:50","market":"us","language":"en","title":"The Bear Thesis Against Palantir Is Rooted in Illogical Conclusions","url":"https://stock-news.laohu8.com/highlight/detail?id=1193747033","media":"InvestorPlace","summary":"Follow the PLTR stock bull thesis and get in cheap.There’s a lot of negative sentiment surroundingPa","content":"<blockquote>Follow the PLTR stock bull thesis and get in cheap.</blockquote><p>There’s a lot of negative sentiment surrounding<b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) stock. A good number of headlines will imply that the company hasn’t done well, or is suddenly at risk of implosion.</p><p>Yet, when you dig into the numbers and strategy, Palantir looks like a strong company underpinned by growth. The argument against Palantir usually centers around its controversial nature and the concentration of its business. Palantir’s controversial nature is largely subjective of course.</p><p>What I see when I dig into Palantir is a company that is improving and somewhat misunderstood. That’s why the bullish case for buying in at today’s low prices makes sense.</p><p><b>Longer Term</b></p><p>It’s easy to look at a given company’s stock and judge it by a slide in price or short-term negative news. Yet, when establishing a long-term, buy-and-hold position, it makes sense to consider a company’s performance on a year over year basis.</p><p>And that’s a good place to start to understand why PLTR stock is now an opportune purchase. The company only recently had its IPO in late September, so let’s look at some recent years’ broad metrics for Palantir.</p><p>Revenues, profits and margins are all improving at Palantir over the past few years. Investors shouldn’t get overly concerned that Palantir isn’t the largest defense contractor, or that Palantir has a business concentrated in that specific sector.</p><p>So, back to those revenue, profit, and margin metrics. Palantir’s 2020 revenues hit $1.1 billion, up 47% from 2019 when it recorded $742.6 million in revenues. The company’s gross profit in 2020 was $740.1 million, up from $500.2 million in 2019. That means the gross margin grew from 67% to 68% between 2019 and 2020.</p><p>Honestly, this broad growth is more indicative of a company that makes sense investment-wise. I’d argue that much of the negative sentiment against Palantir is from pundits who simply can’t or won’t see the forest for the trees.</p><p>So, let’s look at the trees clouding their vision.</p><p><b>Naysayers</b></p><p>Anargument I read from priorto Palantir’s IPO stated:</p><blockquote>For investors, the most concerning might be its high customer concentration. Palantir said its top 20 customers accounted for 67% of its 2019 revenue, while its top three customers made up 28%. In fact, a single commercial customer accounted for 12% of its 2019 revenue. Losing any one of those major customers could have a big financial impact on Palantir’s business.</blockquote><p>The argument relies on the idea that Palantir is incapable of maintaining the business relationship that it has forged in the private and public sectors.</p><p>But that doesn’t hold up based on Palantir’syear-end 2020 report.</p><p>Government customer revenue increased by 77% between 2019 and 2020 at Palantir. $234.3 million of that $264.7 million increase was attributable to existing customers. Therefore, 88% of the government revenue increase came from existing contracts. This is a company that is providing services that its clients respect and will pay more for over time, not one in danger of losing customers.</p><p>On the commercial side Palantir saw its revenues grow 22% in the same time frame. $59.7 million (69.9%) of the $85.4 million in revenue growth was from existing clients. Again, satisfied customers is the narrative I see here.</p><p>If Palantir is doing something wrong by expanding their business within the contracts they currently have, then what should they do? Would markets be more impressed if the company were to land clients only not to see their respective businesses grow on an account-by-account basis?</p><p>Show me that Palantir’s business isn’t growing based on revenues, profits or some other meaningful basis and I’d be inclined to be bearish long term. That isn’t the case.</p><p><b>Verdict</b></p><p>Bears are essentially arguing that Palantir keeps ingratiating themselves to those that they provide services for. However, Palantir simply continues to grow those businesses, and that’s somehow a bad thing?</p><p>Seems an odd argument to me.I think PLTR stock prices now are an excellent spot from which to establish a position.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Bear Thesis Against Palantir Is Rooted in Illogical Conclusions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Bear Thesis Against Palantir Is Rooted in Illogical Conclusions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/the-bear-thesis-against-pltr-stock-is-rooted-in-illogical-conclusions/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Follow the PLTR stock bull thesis and get in cheap.There’s a lot of negative sentiment surroundingPalantir(NYSE:PLTR) stock. A good number of headlines will imply that the company hasn’t done well, or...</p>\n\n<a href=\"https://investorplace.com/2021/04/the-bear-thesis-against-pltr-stock-is-rooted-in-illogical-conclusions/\">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/2021/04/the-bear-thesis-against-pltr-stock-is-rooted-in-illogical-conclusions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193747033","content_text":"Follow the PLTR stock bull thesis and get in cheap.There’s a lot of negative sentiment surroundingPalantir(NYSE:PLTR) stock. A good number of headlines will imply that the company hasn’t done well, or is suddenly at risk of implosion.Yet, when you dig into the numbers and strategy, Palantir looks like a strong company underpinned by growth. The argument against Palantir usually centers around its controversial nature and the concentration of its business. Palantir’s controversial nature is largely subjective of course.What I see when I dig into Palantir is a company that is improving and somewhat misunderstood. That’s why the bullish case for buying in at today’s low prices makes sense.Longer TermIt’s easy to look at a given company’s stock and judge it by a slide in price or short-term negative news. Yet, when establishing a long-term, buy-and-hold position, it makes sense to consider a company’s performance on a year over year basis.And that’s a good place to start to understand why PLTR stock is now an opportune purchase. The company only recently had its IPO in late September, so let’s look at some recent years’ broad metrics for Palantir.Revenues, profits and margins are all improving at Palantir over the past few years. Investors shouldn’t get overly concerned that Palantir isn’t the largest defense contractor, or that Palantir has a business concentrated in that specific sector.So, back to those revenue, profit, and margin metrics. Palantir’s 2020 revenues hit $1.1 billion, up 47% from 2019 when it recorded $742.6 million in revenues. The company’s gross profit in 2020 was $740.1 million, up from $500.2 million in 2019. That means the gross margin grew from 67% to 68% between 2019 and 2020.Honestly, this broad growth is more indicative of a company that makes sense investment-wise. I’d argue that much of the negative sentiment against Palantir is from pundits who simply can’t or won’t see the forest for the trees.So, let’s look at the trees clouding their vision.NaysayersAnargument I read from priorto Palantir’s IPO stated:For investors, the most concerning might be its high customer concentration. Palantir said its top 20 customers accounted for 67% of its 2019 revenue, while its top three customers made up 28%. In fact, a single commercial customer accounted for 12% of its 2019 revenue. Losing any one of those major customers could have a big financial impact on Palantir’s business.The argument relies on the idea that Palantir is incapable of maintaining the business relationship that it has forged in the private and public sectors.But that doesn’t hold up based on Palantir’syear-end 2020 report.Government customer revenue increased by 77% between 2019 and 2020 at Palantir. $234.3 million of that $264.7 million increase was attributable to existing customers. Therefore, 88% of the government revenue increase came from existing contracts. This is a company that is providing services that its clients respect and will pay more for over time, not one in danger of losing customers.On the commercial side Palantir saw its revenues grow 22% in the same time frame. $59.7 million (69.9%) of the $85.4 million in revenue growth was from existing clients. Again, satisfied customers is the narrative I see here.If Palantir is doing something wrong by expanding their business within the contracts they currently have, then what should they do? Would markets be more impressed if the company were to land clients only not to see their respective businesses grow on an account-by-account basis?Show me that Palantir’s business isn’t growing based on revenues, profits or some other meaningful basis and I’d be inclined to be bearish long term. That isn’t the case.VerdictBears are essentially arguing that Palantir keeps ingratiating themselves to those that they provide services for. However, Palantir simply continues to grow those businesses, and that’s somehow a bad thing?Seems an odd argument to me.I think PLTR stock prices now are an excellent spot from which to establish a position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344228861,"gmtCreate":1618411197453,"gmtModify":1704710467800,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573003064152790","idStr":"3573003064152790"},"themes":[],"htmlText":"BTWN for the win!","listText":"BTWN for the win!","text":"BTWN for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/344228861","repostId":"1106153811","repostType":4,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9016652297,"gmtCreate":1649197149020,"gmtModify":1676534465565,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Tesla brings other EV stocks along... 😂","listText":"Tesla brings other EV stocks along... 😂","text":"Tesla brings other EV stocks along... 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016652297","repostId":"2225304673","repostType":4,"repost":{"id":"2225304673","kind":"news","pubTimestamp":1649171373,"share":"https://ttm.financial/m/news/2225304673?lang=&edition=fundamental","pubTime":"2022-04-05 23:09","market":"us","language":"en","title":"Tesla: After A ~60% Rally, There's More In Store","url":"https://stock-news.laohu8.com/highlight/detail?id=2225304673","media":"seekingalpha","summary":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least","content":"<html><head></head><body><p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.</p><p>One such growth leader is <b>Tesla</b> (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.</p><p><img src=\"https://static.tigerbbs.com/216590ddcd33c72a94dc961eb2b82eb9\" tg-width=\"640\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.</p><p>The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.</p><p>The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.</p><p>The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.</p><p>Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/4/5847171-16490695942655022.png\" tg-width=\"640\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.</p><p>Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it&#39;s not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.</p><p>In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.</p><p>To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.</p><h2>Tesla keeps delivering</h2><p>The reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.</p><p><img src=\"https://static.tigerbbs.com/0b9f94b2a445ebec61e56ba6428aa207\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Revenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.</p><p>Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.</p><p><img src=\"https://static.tigerbbs.com/e31aebbc3b67f7c0fb3b361dca6dc3e6\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>If anyone needs a reason why Tesla is valued so highly against other automakers, I believe this <a href=\"https://laohu8.com/S/AONE.U\">one</a> chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.</p><p>Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.<img src=\"https://static.tigerbbs.com/91743b7e140a79259184dbc124d2d471\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>We know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.</p><p>These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.</p><p>Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&amp;A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.</p><p>Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/2880b04e5cacd1d6f033f9fd41d8bd41\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>The growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.</p><p>Below we have the share count and the YoY change for the past several years to see what I’m on about.</p><p><img src=\"https://static.tigerbbs.com/6f2c53ea6f3ab1fdee88f1fa6e24c0fe\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>You can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business <i>and</i> run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.</p><p>Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/5337b199bd17e0714458a637de7193d4\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>Net debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.</p><h2>Squint to see the value</h2><p>Of course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.</p><p><img src=\"https://static.tigerbbs.com/4921a31b085b778a7a18c4c4d5da0ff3\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>Seeking Alpha</p><p>EPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.</p><p>Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.</p><p><img src=\"https://static.tigerbbs.com/1a629edeeaa941e86715f05b601ba5f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>This stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.</p><p>One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.</p><h2>Risks and final thoughts</h2><p>The valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.</p><p>In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.</p><p>While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.</p><p>Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.</p><p>Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.</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>Tesla: After A ~60% Rally, There's More In Store</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: After A ~60% Rally, There's More In Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least...</p>\n\n<a href=\"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓"},"source_url":"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225304673","content_text":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.One such growth leader is Tesla (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.StockChartsThe daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.StockChartsThe weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it's not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.Tesla keeps deliveringThe reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.Seeking AlphaRevenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.Investor presentationIf anyone needs a reason why Tesla is valued so highly against other automakers, I believe this one chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.TIKRWe know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.TIKRThe growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.Below we have the share count and the YoY change for the past several years to see what I’m on about.TIKRYou can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business and run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.TIKRNet debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.Squint to see the valueOf course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.Seeking AlphaEPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.TIKRThis stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.Risks and final thoughtsThe valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019307849,"gmtCreate":1648522635093,"gmtModify":1676534349844,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Time to soar","listText":"Time to soar","text":"Time to soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019307849","repostId":"2222889107","repostType":4,"repost":{"id":"2222889107","kind":"news","pubTimestamp":1648520788,"share":"https://ttm.financial/m/news/2222889107?lang=&edition=fundamental","pubTime":"2022-03-29 10:26","market":"us","language":"en","title":"Palantir: Emerging From The Ashes","url":"https://stock-news.laohu8.com/highlight/detail?id=2222889107","media":"seekingalpha","summary":"We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In al","content":"<html><head></head><body><p>We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In all seriousness this was something we had said in late February when Palantir stock all but reset back to trade just about at its direct public offering price. The thing is that technology stocks, especially those that are potential game-changing names, are often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no earnings to be had. What <a href=\"https://laohu8.com/S/AONE.U\">one</a> has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into profits. For years many of these stocks will lose money. But they lose money as they spend to attract customers. They invest heavily in their growth while seeing revenues increase dramatically. Palantir is seeing revenues grow tremendously.</p><p>Sometimes that growth fades and the company never really transforms the world like it set out to do. It is not uncommon that these stocks wither away to sub $1 then eventually delist to the OTC markets before going out of business. Happens a lot. Some argue this could happen to many of the innovation type companies. We admit, there are a number of companies that seem revolutionary at the time and then go bust years later. Even Cathie Wood abandoned Palantir just days after we thought the reset was complete and turned bullish. For those keeping score, the stock is up about 20% since that time. We digress.</p><p>But we see the bottom as in. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits. Great companies always seem to start out losing money. Even after this rally, we remain bullish long-term. In the short-term, we have reason to be bullish based on the problems they solve and the horrible situation in Ukraine and the need to mine data for intelligence. We think so, for the long-term investor. We like a buy in this stock on any weakness. Sure, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Keep in mind that the company is breaking even and making some money some quarters. When the company reported earnings, we saw that the growth remains on track. You can buy here.</p><h2>Our trade recommendation for PLTR stock remains valid</h2><p>Our last trade recommendation is still a set of entries we would follow</p><p>Target entry 1: $11.95-$12.15 40% of position</p><p>Target entry 2: $10.80-$11.00 60% of position</p><p>Stop loss: $9</p><p>Target exit: $13 real short-term, $15 medium-term</p><p>Options recommendations: Consider the April $12 puts for $0.45-$0.65 in premium. Call option buying is not nearly as pricey as a few weeks ago but you can consider the August $14 strike calls for $1-$1.50.</p><h2>Palantir - Both the government and commercial sectors are doing well</h2><p>In the recent quarter, performance was strong and ahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million.</p><p>Recall that there are two reporting segments for Palantir: the government and commercial segments. The commercial revenue stream has grown at a rapid rate over the last year, while government results are likely to get a big boost following international strife. While the war in Ukraine is an unexpected catalyst, the company has invested in itself to grow sales. To improve sales, Palantir has gone on a hiring spree. It expanded its sales team and they have been working to secure new orders. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter. The commercial revenue is expanding rapidly increasing 132% in 2021, and up 47% in Q4 vs. last year.</p><p>Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. What we mean is that if Palantir needs other companies to help move its products then gross margin would be tracking maybe 30-50%. When you have software companies with gross margins that are well over 50%, and approaching 60-70%, then it tends to mean the company is doing the heavy lifting itself. Palantir is delivering because gross margins expanded to 78% in the last year which is up double-digits from the prior year&#39;s quarters.</p><h2>Palantir is scratching the surface of profitability</h2><p>Even after the pull back in putting in a bottom in our opinion, the stock is expensive, like so many other growth tech names. The company lost $59 million in the quarter, but adjusted income from operations was $124 million. At the same time, and this is a big positive, the company is free cash flow positive. Adjusted free cash flow was $424 million for the year. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure.</p><p>When it comes to valuation, you can look at the price to sales but it is still very high. At 16X sales, the stock is still expensive, factoring in the drop in shares to $12. Of course, this valuation is so much more down to Earth compared to when the stock exploded when it was 3X as high as it is now. The PEG ratio is respectable and we like the cash flow as we mentioned.</p><p>While the company is growing tremendously, the stock is still not without risk. The company could see government slash spending in tough times (like a recession which some say could come next year), though, some would argue that their technology saves the government money. Palantir brings software, artificial intelligence, and data into a solution to help government make decisions to centrally track things while identifying patterns and creating frameworks to assess impact of certain decisions. The Ukraine crisis may push faster adoption of the tech. On top of that, we see the commercials sales growing though a recession could lead to reduced spend on technology investments.</p><p>One risk we always hear about is the unrelenting stock based-compensation. We addressed that issue in this piece, but will reiterate that we like that management has acknowledge that it is a problem.</p><h2>Take home</h2><p>Look, the last month has seen some volatile action, but PLTR put in a bottom. If markets absolutely tank in a few months due to escalating war, really rapid rate hikes, or poor economic news, shares could fall back to lows, but we think the sentiment and momentum is on the bulls&#39; side. Even with a rebound, shares have been crushed still. We see a regression to the mean as likely, which would be the mid-teens for this stock. The company operates with no debt and has nice positive free cash flow. With the growth the company is displaying, and with it clawing at profitability with some positive catalysts putting wind in the sails, we remain bullish.</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: Emerging From The Ashes</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: Emerging From The Ashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4498129-palantir-pltr-stock-emerging-from-ashes><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In all seriousness this was something we had said in late February when Palantir stock all but reset back...</p>\n\n<a href=\"https://seekingalpha.com/article/4498129-palantir-pltr-stock-emerging-from-ashes\">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.","BK4023":"应用软件","BK4547":"WSB热门概念","BK4543":"AI"},"source_url":"https://seekingalpha.com/article/4498129-palantir-pltr-stock-emerging-from-ashes","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222889107","content_text":"We think the bottom is in for Palantir Technologies (NYSE:PLTR) stock. Period. End of article. In all seriousness this was something we had said in late February when Palantir stock all but reset back to trade just about at its direct public offering price. The thing is that technology stocks, especially those that are potential game-changing names, are often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no earnings to be had. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into profits. For years many of these stocks will lose money. But they lose money as they spend to attract customers. They invest heavily in their growth while seeing revenues increase dramatically. Palantir is seeing revenues grow tremendously.Sometimes that growth fades and the company never really transforms the world like it set out to do. It is not uncommon that these stocks wither away to sub $1 then eventually delist to the OTC markets before going out of business. Happens a lot. Some argue this could happen to many of the innovation type companies. We admit, there are a number of companies that seem revolutionary at the time and then go bust years later. Even Cathie Wood abandoned Palantir just days after we thought the reset was complete and turned bullish. For those keeping score, the stock is up about 20% since that time. We digress.But we see the bottom as in. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits. Great companies always seem to start out losing money. Even after this rally, we remain bullish long-term. In the short-term, we have reason to be bullish based on the problems they solve and the horrible situation in Ukraine and the need to mine data for intelligence. We think so, for the long-term investor. We like a buy in this stock on any weakness. Sure, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Keep in mind that the company is breaking even and making some money some quarters. When the company reported earnings, we saw that the growth remains on track. You can buy here.Our trade recommendation for PLTR stock remains validOur last trade recommendation is still a set of entries we would followTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $13 real short-term, $15 medium-termOptions recommendations: Consider the April $12 puts for $0.45-$0.65 in premium. Call option buying is not nearly as pricey as a few weeks ago but you can consider the August $14 strike calls for $1-$1.50.Palantir - Both the government and commercial sectors are doing wellIn the recent quarter, performance was strong and ahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million.Recall that there are two reporting segments for Palantir: the government and commercial segments. The commercial revenue stream has grown at a rapid rate over the last year, while government results are likely to get a big boost following international strife. While the war in Ukraine is an unexpected catalyst, the company has invested in itself to grow sales. To improve sales, Palantir has gone on a hiring spree. It expanded its sales team and they have been working to secure new orders. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter. The commercial revenue is expanding rapidly increasing 132% in 2021, and up 47% in Q4 vs. last year.Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. What we mean is that if Palantir needs other companies to help move its products then gross margin would be tracking maybe 30-50%. When you have software companies with gross margins that are well over 50%, and approaching 60-70%, then it tends to mean the company is doing the heavy lifting itself. Palantir is delivering because gross margins expanded to 78% in the last year which is up double-digits from the prior year's quarters.Palantir is scratching the surface of profitabilityEven after the pull back in putting in a bottom in our opinion, the stock is expensive, like so many other growth tech names. The company lost $59 million in the quarter, but adjusted income from operations was $124 million. At the same time, and this is a big positive, the company is free cash flow positive. Adjusted free cash flow was $424 million for the year. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure.When it comes to valuation, you can look at the price to sales but it is still very high. At 16X sales, the stock is still expensive, factoring in the drop in shares to $12. Of course, this valuation is so much more down to Earth compared to when the stock exploded when it was 3X as high as it is now. The PEG ratio is respectable and we like the cash flow as we mentioned.While the company is growing tremendously, the stock is still not without risk. The company could see government slash spending in tough times (like a recession which some say could come next year), though, some would argue that their technology saves the government money. Palantir brings software, artificial intelligence, and data into a solution to help government make decisions to centrally track things while identifying patterns and creating frameworks to assess impact of certain decisions. The Ukraine crisis may push faster adoption of the tech. On top of that, we see the commercials sales growing though a recession could lead to reduced spend on technology investments.One risk we always hear about is the unrelenting stock based-compensation. We addressed that issue in this piece, but will reiterate that we like that management has acknowledge that it is a problem.Take homeLook, the last month has seen some volatile action, but PLTR put in a bottom. If markets absolutely tank in a few months due to escalating war, really rapid rate hikes, or poor economic news, shares could fall back to lows, but we think the sentiment and momentum is on the bulls' side. Even with a rebound, shares have been crushed still. We see a regression to the mean as likely, which would be the mid-teens for this stock. The company operates with no debt and has nice positive free cash flow. With the growth the company is displaying, and with it clawing at profitability with some positive catalysts putting wind in the sails, we remain bullish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344228861,"gmtCreate":1618411197453,"gmtModify":1704710467800,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"BTWN for the win!","listText":"BTWN for the win!","text":"BTWN for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/344228861","repostId":"1106153811","repostType":4,"repost":{"id":"1106153811","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618409078,"share":"https://ttm.financial/m/news/1106153811?lang=&edition=fundamental","pubTime":"2021-04-14 22:04","market":"us","language":"en","title":"Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood","url":"https://stock-news.laohu8.com/highlight/detail?id=1106153811","media":"Benzinga","summary":"An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team w","content":"<p>An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.</p>\n<p><b>Caution On SPACs:</b>Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"</p>\n<p>Wood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.</p>\n<p>The large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.</p>\n<p>“We think there will be some accidents in the SPAC market,\" she said.</p>\n<p>Wood said&nbsp;some of the companies going public via SPAC could fail outright.</p>\n<p><b>Research Is Paramount:</b>Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.</p>\n<p>“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.</p>\n<p>“Research is paramount,\" she said.</p>\n<p>Ark Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company are<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.17%,<b>One</b>AONE 0.09%,<b>Desktop Metal Inc</b>DM 1.16%,<b>Reinvent Technology Partners</b>RTP 0.3%,<b>Experience Investment Corp</b>EXPC 0.07%and<b>Atlas Crest Investment Corp</b>ACIC 0.07%.</p>\n<p></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>Some SPACs Could Fail Outright, Research Is Paramount: Cathie Wood</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\">\nSome SPACs Could Fail Outright, Research Is Paramount: Cathie Wood\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-14 22:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.</p>\n<p><b>Caution On SPACs:</b>Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"</p>\n<p>Wood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.</p>\n<p>The large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.</p>\n<p>“We think there will be some accidents in the SPAC market,\" she said.</p>\n<p>Wood said&nbsp;some of the companies going public via SPAC could fail outright.</p>\n<p><b>Research Is Paramount:</b>Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.</p>\n<p>“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.</p>\n<p>“Research is paramount,\" she said.</p>\n<p>Ark Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company are<b>Jaws Spitfire Acquisition Corp</b>SPFR 0.17%,<b>One</b>AONE 0.09%,<b>Desktop Metal Inc</b>DM 1.16%,<b>Reinvent Technology Partners</b>RTP 0.3%,<b>Experience Investment Corp</b>EXPC 0.07%and<b>Atlas Crest Investment Corp</b>ACIC 0.07%.</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106153811","content_text":"An Ark Investwebinarwas held on April 13. Among the topics discussed by CEOCathie Woodand the team were SPACs.\nCaution On SPACs:Ark Invest and Cathie Wood have two points of view when it comes to SPACs: \"We share optimism and concern.\"\nWood said the compensation structure of SPACs deprives individual investors and rewards the sponsors of SPACs.\nThe large number of SPACs and early-stage companies going public is another cautionary item. The venture capital model of getting two out of 10 deals right is good for VC but not how equity markets operate, according to Wood.\n“We think there will be some accidents in the SPAC market,\" she said.\nWood said some of the companies going public via SPAC could fail outright.\nResearch Is Paramount:Wood said there are too many good opportunities in the SPAC investment segment and there are some great companies going public via this option though.\n“We’ve known many of the companies that have been acquired by SPACs,” Wood said, adding that they watched the companies prior to them going public. Wood mentioned 3D printing and drones specifically when discussing some areas that have had good SPAC deals.\n“Research is paramount,\" she said.\nArk Invest has invested in several SPACs over the last 12 months. Among the 3D printing and drone companies owned by the ETF company areJaws Spitfire Acquisition CorpSPFR 0.17%,OneAONE 0.09%,Desktop Metal IncDM 1.16%,Reinvent Technology PartnersRTP 0.3%,Experience Investment CorpEXPC 0.07%andAtlas Crest Investment CorpACIC 0.07%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018247623,"gmtCreate":1649049572114,"gmtModify":1676534442188,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"nothing really interesting&nbsp;","listText":"nothing really interesting&nbsp;","text":"nothing really interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018247623","repostId":"2224373536","repostType":4,"repost":{"id":"2224373536","kind":"highlight","pubTimestamp":1649030407,"share":"https://ttm.financial/m/news/2224373536?lang=&edition=fundamental","pubTime":"2022-04-04 08:00","market":"us","language":"en","title":"3 Beaten-Down Growth Stocks That Can Turn $300,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2224373536","media":"Motley Fool","summary":"Bargains abound for patient growth-seeking investors who want to become millionaires.","content":"<html><head></head><body><p>It&#39;s been a challenging past year for growth stock investors. The Federal Reserve&#39;s shift on monetary policy that&#39;ll see it get more aggressive with interest rate hikes, coupled with all of the major U.S. indexes pushing into correction territory during the first quarter, has weighed heavily on previously high-flying growth stocks.</p><p>But there&#39;s also good news. Since every crash or correction in the major U.S. indexes throughout history has eventually been erased by a bull market rally, the recent dip in the broader market is the perfect opportunity to put your money to work. If you were to invest $300,000 into the following beaten-down growth stocks, there&#39;s a really good chance they can make you a millionaire by 2030, if not sooner.</p><h2>Pinterest</h2><p>The beaten-down growth stock I&#39;m most confident can rally 233% or more over the next eight years for patient investors is social media platform <b>Pinterest</b> ( PINS 0.81% ). Shares of the company have declined 71% from their all-time high.</p><p>Pinterest was initially viewed as a key COVID-19 pandemic winner. With people forced to stay home during periods of lockdown, many turned to online sites to engage with others and pass the time. This sent Pinterest&#39;s monthly active user (MAU) count way up. But with COVID-19 vaccination rates rising and most of the U.S. getting back to some semblance of normal, MAUs have gone in reverse in each of the past three quarters. Without MAU growth, Pinterest&#39;s once high-flying share price has been pummeled.</p><p>However, the shellacking shares have taken is a gift for long-term investors for a variety of reasons. To begin with, Pinterest&#39;s historic MAU growth is still within historic norms if you span out four or five years. It&#39;s to be expected that the company&#39;s active user count would decelerate after pandemic lockdowns caused an abnormally large and unsustainable increase in MAUs.</p><p>Perhaps more important, declining MAUs in the short term haven&#39;t adversely affected Pinterest&#39;s ability to monetize its user base. Despite a small year-over-year decline in MAUs in 2021, the company reported a 36% increase in global average revenue per user (ARPU), with ARPU growth of 80% in international markets. These figures clearly show that merchants and advertisers are willing to pay a premium to reach Pinterest&#39;s 431 million MAUs.</p><p>There&#39;s also been some concern about how <b>Apple</b>&#39;s iOS privacy changes could adversely affect ad-driven platforms. These changes won&#39;t even raise an eyebrow for Pinterest. Whereas most social media platforms rely on likes and other data tracking tools to determine what interests their users, the entire premise of Pinterest is for users to post and share the things, places, and services that interest them. Users are effectively allowing advertisers to specifically target them, which should give Pinterest excellent ad-pricing power.</p><p>Pinterest is quite profitable on a recurring basis and expected by Wall Street to more than double its sales by mid-decade. A $300,000 investment turning into $1 million by 2030 would be a conservative estimate, in my view.</p><h2>Nio</h2><p>Another beaten-down growth stock that can make investors millionaires by the turn of the decade with an initial investment of $300,000 is electric vehicle (EV) manufacturer <b>Nio</b> ( NIO 4.18% ). Shares of Nio have tumbled 67% since mid-January 2021.</p><p>There are three reasons Nio has been taken to the woodshed over the past year or so. First, the auto industry is dealing with serious supply chain issues that are constraining production and/or expansion opportunities. Second, a rising-rate environment places more emphasis on stock valuations, which has clearly weighed on the (for the moment) money-losing Nio. Third, there have been renewed worries about China-based stocks being delisted from the major U.S. exchanges (Nio is headquartered in Shanghai, China).</p><p>While all three of these are tangible concerns, they&#39;re short-term in nature and highly unlikely to disrupt Nio&#39;s long-term growth strategy. With virtually all major economies looking to reduce their carbon footprint, EVs are something of a no-brainer/sustainable growth opportunity.</p><p>What&#39;s been really impressive about Nio is the company&#39;s production ramp-up in the wake of supply chain challenges. In less than two years, it&#39;s gone from delivering fewer than 4,000 EVs in a quarter to more than 25,000. Management believes the company may have a chance to hit 50,000 EV deliveries per month before the year is over.</p><p>Innovation will also be a key driver for Nio. The company recently introduced its first two sedans, the ET7 and ET5. Buyers who upgrade to the top battery option can get up to 621 miles of range. The ET7 and ET5 are direct competitors to <b>Tesla</b>&#39;s Model S and Model 3, but Nio&#39;s EVs offer superior range.</p><p>Don&#39;t overlook the company&#39;s battery-as-a-service (BaaS) program, either. The BaaS program, which was introduced in August 2020, reduces the initial purchase price of a Nio EV and allows buyers to charge, swap, and upgrade their batteries in the future. Meanwhile, Nio generates a monthly fee from BaaS members and keeps early buyers loyal to the brand.</p><p>By 2024, Wall Street is forecasting a per-share profit of $2.50 for Nio. Based on its current share price of $22 and lightning-fast growth rate, it looks like a screaming bargain.</p><h2>Teladoc Health</h2><p>A third beaten-down growth stock that can turn $300,000 into $1 million by 2030 for patient investors is telemedicine giant <b>Teladoc Health</b> ( TDOC 2.27% ). Shares of Teladoc have fallen by more than 75% since hitting an all-time high in February 2021.</p><p>In somewhat similar fashion to Pinterest, Teladoc Health was initially lauded as a pandemic winner and subsequently pummeled. The reason? Investors have been betting on a substantial growth slowdown in Teladoc with the worst of the COVID-19 pandemic seemingly in the rearview mirror.</p><p>To build on this point, hindsight has shown that Teladoc&#39;s acquisition of leading applied health signals company Livongo in the fourth quarter of 2020 was pricey. Costs associated with this acquisition have ballooned near-term net losses at a time when investors are becoming more critical of company valuations. But neither these higher near-term costs nor concerns about a post-pandemic slowdown should faze long-term investors.</p><p>Although Teladoc is often praised for its pandemic-related growth, it&#39;s important to recognize that this company was growing like wildfire well before COVID-19 spread globally. Between 2013 and 2019, Teladoc averaged... <i>averaged</i>... 74% annual sales growth. This tells investors that Teladoc&#39;s virtual visit platform wasn&#39;t just in the right place at the right time during the pandemic. Rather, it&#39;s the right product/service for a shifting treatment landscape in the U.S.</p><p>Telehealth looks to be a win up and down the treatment landscape. While not all appointments can be virtual, those that can are often more convenient for patients. Virtual visit platforms also allow physicians to keep better tabs on their chronically ill patients. The end result should be improved patient outcomes and less money out of the pockets of health insurers. You can bet that any product or service that costs health insurers less will be promoted heavily by insurance companies.</p><p>Investors shouldn&#39;t be concerned about higher costs associated with the Livongo acquisition, either. Most of these acquisition-based costs are now in the past, which will allow investors to focus on the positives, such as cross-selling opportunities between Teladoc&#39;s and Livongo&#39;s platforms. Teladoc&#39;s net loss in 2022 should shrink considerably from 2020 and 2021.</p><p>As a Teladoc shareholder, my expectation is for the company to push to recurring profitability by as soon as 2024. All the while, sustained sales growth should top 20%. That&#39;s a recipe for investors to generate a 233% return, if not greater, by 2030.</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>3 Beaten-Down Growth Stocks That Can Turn $300,000 Into $1 Million by 2030</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\">\n3 Beaten-Down Growth Stocks That Can Turn $300,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/3-growth-stocks-turn-300000-into-1-million-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a challenging past year for growth stock investors. The Federal Reserve's shift on monetary policy that'll see it get more aggressive with interest rate hikes, coupled with all of the major ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/3-growth-stocks-turn-300000-into-1-million-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4167":"医疗保健技术","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4139":"生物科技","BK4568":"美国抗疫概念","TDOC":"Teladoc Health Inc.","BNTX":"BioNTech SE","BK4504":"桥水持仓"},"source_url":"https://www.fool.com/investing/2022/04/03/3-growth-stocks-turn-300000-into-1-million-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224373536","content_text":"It's been a challenging past year for growth stock investors. The Federal Reserve's shift on monetary policy that'll see it get more aggressive with interest rate hikes, coupled with all of the major U.S. indexes pushing into correction territory during the first quarter, has weighed heavily on previously high-flying growth stocks.But there's also good news. Since every crash or correction in the major U.S. indexes throughout history has eventually been erased by a bull market rally, the recent dip in the broader market is the perfect opportunity to put your money to work. If you were to invest $300,000 into the following beaten-down growth stocks, there's a really good chance they can make you a millionaire by 2030, if not sooner.PinterestThe beaten-down growth stock I'm most confident can rally 233% or more over the next eight years for patient investors is social media platform Pinterest ( PINS 0.81% ). Shares of the company have declined 71% from their all-time high.Pinterest was initially viewed as a key COVID-19 pandemic winner. With people forced to stay home during periods of lockdown, many turned to online sites to engage with others and pass the time. This sent Pinterest's monthly active user (MAU) count way up. But with COVID-19 vaccination rates rising and most of the U.S. getting back to some semblance of normal, MAUs have gone in reverse in each of the past three quarters. Without MAU growth, Pinterest's once high-flying share price has been pummeled.However, the shellacking shares have taken is a gift for long-term investors for a variety of reasons. To begin with, Pinterest's historic MAU growth is still within historic norms if you span out four or five years. It's to be expected that the company's active user count would decelerate after pandemic lockdowns caused an abnormally large and unsustainable increase in MAUs.Perhaps more important, declining MAUs in the short term haven't adversely affected Pinterest's ability to monetize its user base. Despite a small year-over-year decline in MAUs in 2021, the company reported a 36% increase in global average revenue per user (ARPU), with ARPU growth of 80% in international markets. These figures clearly show that merchants and advertisers are willing to pay a premium to reach Pinterest's 431 million MAUs.There's also been some concern about how Apple's iOS privacy changes could adversely affect ad-driven platforms. These changes won't even raise an eyebrow for Pinterest. Whereas most social media platforms rely on likes and other data tracking tools to determine what interests their users, the entire premise of Pinterest is for users to post and share the things, places, and services that interest them. Users are effectively allowing advertisers to specifically target them, which should give Pinterest excellent ad-pricing power.Pinterest is quite profitable on a recurring basis and expected by Wall Street to more than double its sales by mid-decade. A $300,000 investment turning into $1 million by 2030 would be a conservative estimate, in my view.NioAnother beaten-down growth stock that can make investors millionaires by the turn of the decade with an initial investment of $300,000 is electric vehicle (EV) manufacturer Nio ( NIO 4.18% ). Shares of Nio have tumbled 67% since mid-January 2021.There are three reasons Nio has been taken to the woodshed over the past year or so. First, the auto industry is dealing with serious supply chain issues that are constraining production and/or expansion opportunities. Second, a rising-rate environment places more emphasis on stock valuations, which has clearly weighed on the (for the moment) money-losing Nio. Third, there have been renewed worries about China-based stocks being delisted from the major U.S. exchanges (Nio is headquartered in Shanghai, China).While all three of these are tangible concerns, they're short-term in nature and highly unlikely to disrupt Nio's long-term growth strategy. With virtually all major economies looking to reduce their carbon footprint, EVs are something of a no-brainer/sustainable growth opportunity.What's been really impressive about Nio is the company's production ramp-up in the wake of supply chain challenges. In less than two years, it's gone from delivering fewer than 4,000 EVs in a quarter to more than 25,000. Management believes the company may have a chance to hit 50,000 EV deliveries per month before the year is over.Innovation will also be a key driver for Nio. The company recently introduced its first two sedans, the ET7 and ET5. Buyers who upgrade to the top battery option can get up to 621 miles of range. The ET7 and ET5 are direct competitors to Tesla's Model S and Model 3, but Nio's EVs offer superior range.Don't overlook the company's battery-as-a-service (BaaS) program, either. The BaaS program, which was introduced in August 2020, reduces the initial purchase price of a Nio EV and allows buyers to charge, swap, and upgrade their batteries in the future. Meanwhile, Nio generates a monthly fee from BaaS members and keeps early buyers loyal to the brand.By 2024, Wall Street is forecasting a per-share profit of $2.50 for Nio. Based on its current share price of $22 and lightning-fast growth rate, it looks like a screaming bargain.Teladoc HealthA third beaten-down growth stock that can turn $300,000 into $1 million by 2030 for patient investors is telemedicine giant Teladoc Health ( TDOC 2.27% ). Shares of Teladoc have fallen by more than 75% since hitting an all-time high in February 2021.In somewhat similar fashion to Pinterest, Teladoc Health was initially lauded as a pandemic winner and subsequently pummeled. The reason? Investors have been betting on a substantial growth slowdown in Teladoc with the worst of the COVID-19 pandemic seemingly in the rearview mirror.To build on this point, hindsight has shown that Teladoc's acquisition of leading applied health signals company Livongo in the fourth quarter of 2020 was pricey. Costs associated with this acquisition have ballooned near-term net losses at a time when investors are becoming more critical of company valuations. But neither these higher near-term costs nor concerns about a post-pandemic slowdown should faze long-term investors.Although Teladoc is often praised for its pandemic-related growth, it's important to recognize that this company was growing like wildfire well before COVID-19 spread globally. Between 2013 and 2019, Teladoc averaged... averaged... 74% annual sales growth. This tells investors that Teladoc's virtual visit platform wasn't just in the right place at the right time during the pandemic. Rather, it's the right product/service for a shifting treatment landscape in the U.S.Telehealth looks to be a win up and down the treatment landscape. While not all appointments can be virtual, those that can are often more convenient for patients. Virtual visit platforms also allow physicians to keep better tabs on their chronically ill patients. The end result should be improved patient outcomes and less money out of the pockets of health insurers. You can bet that any product or service that costs health insurers less will be promoted heavily by insurance companies.Investors shouldn't be concerned about higher costs associated with the Livongo acquisition, either. Most of these acquisition-based costs are now in the past, which will allow investors to focus on the positives, such as cross-selling opportunities between Teladoc's and Livongo's platforms. Teladoc's net loss in 2022 should shrink considerably from 2020 and 2021.As a Teladoc shareholder, my expectation is for the company to push to recurring profitability by as soon as 2024. All the while, sustained sales growth should top 20%. That's a recipe for investors to generate a 233% return, if not greater, by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014450119,"gmtCreate":1649714147911,"gmtModify":1676534553485,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"BRK kinda goes without saying. 😂&nbsp;","listText":"BRK kinda goes without saying. 😂&nbsp;","text":"BRK kinda goes without saying. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014450119","repostId":"2226683093","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012950346,"gmtCreate":1649283030541,"gmtModify":1676534481723,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"One step forward two steps back... 🤪","listText":"One step forward two steps back... 🤪","text":"One step forward two steps back... 🤪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012950346","repostId":"1195772535","repostType":4,"repost":{"id":"1195772535","kind":"news","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":1649258972,"share":"https://ttm.financial/m/news/1195772535?lang=&edition=fundamental","pubTime":"2022-04-06 23:29","market":"us","language":"en","title":"Nasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195772535","media":"Tiger Newspress","summary":"The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day o","content":"<html><head></head><body><p>The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank&#39;s March meeting on tap.</p><p>Shares of mega-cap growth companies such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> tumbled between 2% and 5%, dragging down the Nasdaq and the S&amp;P 500.</p><p>High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.</p><p>Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.</p><p>&#34;The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>&#34;The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they&#39;ll point to a half-a-percent rise next month.&#34;</p><p>The Federal Open Market Committee&#39;s minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.</p><p>While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.</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>Nasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%</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\">\nNasdaq Index Slumped Over 2%, S&P 500 Index Fell Over 1%\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\">2022-04-06 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank&#39;s March meeting on tap.</p><p>Shares of mega-cap growth companies such as <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> tumbled between 2% and 5%, dragging down the Nasdaq and the S&amp;P 500.</p><p>High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.</p><p>Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.</p><p>&#34;The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>&#34;The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they&#39;ll point to a half-a-percent rise next month.&#34;</p><p>The Federal Open Market Committee&#39;s minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.</p><p>While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195772535","content_text":"The Nasdaq slumped 2% on Wednesday as tech stocks extended their selloff for a second straight day on mounting concerns over aggressive actions by the Federal Reserve to fight inflation, with minutes from the central bank's March meeting on tap.Shares of mega-cap growth companies such as Microsoft, Apple and Amazon.com tumbled between 2% and 5%, dragging down the Nasdaq and the S&P 500.High-growth stocks, whose valuations stand to be pressured by higher bond yields, bore the brunt as the benchmark 10-year yield hit a three-year high.Fed Governor Lael Brainard said on Tuesday she expected a combination of interest rate hikes and a rapid balance sheet runoff, sparking losses on Wall Street.\"The pre-earnings rally has now been somewhat cut short due to surging yields and a very strong dollar,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.\"The Fed minutes today will likely show an even more hawkish attitude by the Fed members. I think they'll point to a half-a-percent rise next month.\"The Federal Open Market Committee's minutes, set to be released at 2 p.m. ET, could indicate how fast and how far policymakers will proceed in trimming several trillion dollars from the stash of assets purchased to stabilize financial markets through the pandemic.While estimates of the impact vary, Fed Chair Jerome Powell after the March meeting said the reductions might have the same effect as an additional quarter-point increase in short-term rate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013150563,"gmtCreate":1648692881989,"gmtModify":1676534381082,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"There's no real fear. Just keep buying. 😬","listText":"There's no real fear. Just keep buying. 😬","text":"There's no real fear. Just keep buying. 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013150563","repostId":"2223836313","repostType":2,"repost":{"id":"2223836313","kind":"news","pubTimestamp":1648692768,"share":"https://ttm.financial/m/news/2223836313?lang=&edition=fundamental","pubTime":"2022-03-31 10:12","market":"us","language":"en","title":"Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears","url":"https://stock-news.laohu8.com/highlight/detail?id=2223836313","media":"seekingalpha","summary":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below","content":"<html><head></head><body><h2>Investment Thesis</h2><p>NIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn&#39;t lead to a downward spiral as dip buyers absorbed the impact.</p><p>Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock&#39;s growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it&#39;s expected to achieve breakeven by Q4&#39;23.</p><p>Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It&#39;s time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.</p><h2>What To Expect After Earnings?</h2><p><img src=\"https://static.tigerbbs.com/dabac7c361ef3f291a416635c333acf8\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO deliveries by month (Company filings)</p><p>NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3&#39;s 18% and last year&#39;s 17.2%. Notably, NIO&#39;s robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): &#34;Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.&#34;</p><p>As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1&#39;22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March&#39;s deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.</p><h2>NIO Stock Key Metrics</h2><p><img src=\"https://static.tigerbbs.com/1dc2e02ca077e5e6efbf0b63ac13ada4\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO stock EV/NTM Revenue (TIKR)</p><p>Nevertheless, we believe that NIO&#39;s growth premium has been digested over the past year. It&#39;s trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China&#39;s leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.</p><h2>What is NIO&#39;s Long-Term Outlook?</h2><p><img src=\"https://static.tigerbbs.com/60f5653ee47bc8aee25b1bdf60ef4fec\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO revenue YoY change % &amp; GAAP operating margins % (S&amp;P Capital IQ)</p><p>NIO&#39;s 49.1% revenue growth represented a marked deceleration against last year&#39;s phenomenal metrics. Furthermore, its aggressive investments in SG&amp;A and R&amp;D spending have also overshadowed its gains in revenue. NIO highlighted that R&amp;D grew 120.5% YoY, and SG&amp;A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&amp;D capability and footprint. Notably, the company&#39;s European experiment has proven to be highly successful. Li articulated (edited):</p><blockquote>In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO&#39;s FQ4&#39;21 earnings call)</blockquote><p><img src=\"https://static.tigerbbs.com/675d2e8edc015af42d8cd886c5cf372a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO consensus estimates (S&amp;P Capital IQ)</p><p>Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would &#34;step up&#34; its R&amp;D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4&#39;23 for breakeven and reaching profitability in FY24.</p><p>Consensus estimates also concur with NIO&#39;s guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company&#39;s guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company&#39;s ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.</p><h2>Is NIO Stock A Buy, Sell, Or Hold?</h2><p>We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2&#39;22 and into FY23.</p><p>Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.</p><p>Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it&#39;s time for the bears to get out of NIO or risk getting marauded subsequently.</p><p>Consequently, <i>we reiterate our Buy rating on NIO stock</i>.</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>Is NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears</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\">\nIs NIO Stock A Buy Or Sell After Recent Earnings? Marauding The Bears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4498496-nio-stock-buy-sell-after-recent-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2223836313","content_text":"Investment ThesisNIO Inc. (NYSE:NIO) reported solid FQ4 results, but Q1 delivery guidance came below estimates. In addition, the company highlighted macroeconomic uncertainties exacerbated by the increasing COVID-19 lockdowns in China. Therefore, the market initially reacted by sending the stock plunging. However, it didn't lead to a downward spiral as dip buyers absorbed the impact.Furthermore, NIO stock has continued to stabilize around the current levels despite these near-term headwinds. In addition, we also discussed in our previous article that NIO stock's growth valuation had been burst. The reaction post-earnings corroborated our observation that investors are starting to move beyond near-term headwinds. Furthermore, the company also telegraphed that it's expected to achieve breakeven by Q4'23.Therefore, we believe that the case for adding exposure to NIO stock has improved tremendously. It's time for the bulls to raid the bearish bets on NIO stock and help it recover its mojo. Still, until the line of sight to profitability becomes clearer, NIO stock would remain a speculative bet in our portfolio.What To Expect After Earnings?NIO deliveries by month (Company filings)NIO reported FQ4 revenue of 9.9B yuan, or $1.6B, up 49.1% YoY. It was also above consensus estimates of $1.5B. However, its consolidated gross margins fell to 17.2%, lower than consensus estimates of 17.6%. But, its vehicle gross margin remained robust, as it improved to 20.9%. It also improved against FQ3's 18% and last year's 17.2%. Notably, NIO's robust vehicle margins came amid the current uncertainties in its supply chain, as NIO CEO William Li highlighted (edited): \"Although the user demand and order momentum remains strong, the production and delivery have been affected by COVID and the volatility of the supply chain.\"As a result, NIO telegraphed only 25.5K (mid-point) in deliveries for CQ1'22, ending in March. NIO had posted deliveries of 9.65K in January and 6.13K in February. Therefore, its guidance implies March's deliveries of 9.72K, which alluded to pretty tepid momentum. Nonetheless, we concur that NIO needs to be more circumspect with its estimates, given recent flaring COVID-19 cases in China. Therefore, it could continue to affect its delivery momentum in the near term.NIO Stock Key MetricsNIO stock EV/NTM Revenue (TIKR)Nevertheless, we believe that NIO's growth premium has been digested over the past year. It's trading broadly in line with its peers, XPeng (XPEV) and Li Auto (LI), and also China's leading EV and battery maker, BYD Company (OTCPK:BYDDF). Hence, we think the bears are running out of space to run since the massive capitulation in Chinese EV stocks two weeks ago. It demonstrated clearly that investors are ultimately still rational actors. Therefore, we believe that NIO investors are turning their attention to its long-term outlook moving ahead, despite near-term headwinds.What is NIO's Long-Term Outlook?NIO revenue YoY change % & GAAP operating margins % (S&P Capital IQ)NIO's 49.1% revenue growth represented a marked deceleration against last year's phenomenal metrics. Furthermore, its aggressive investments in SG&A and R&D spending have also overshadowed its gains in revenue. NIO highlighted that R&D grew 120.5% YoY, and SG&A expenses increased by 95.4% YoY. Nevertheless, NIO is still very much in growth mode. Therefore, investors should not be surprised that the company continues to dedicate significant resources to expanding its R&D capability and footprint. Notably, the company's European experiment has proven to be highly successful. Li articulated (edited):In the global market, ES8 has gained popularity with our customers in Norway. This year, our monthly deliveries have ranked within the top 2 among the 6-seater or 7-seater passenger cars. Therefore, we are confident in expanding our footprint. In 2022, NIO will bring its products and comprehensive services to Germany, the Netherlands, Sweden, and Denmark. (NIO's FQ4'21 earnings call)NIO consensus estimates (S&P Capital IQ)Therefore, investors need to exercise patience and afford more time for the company as it penetrates the massive European EV market further. Consequently, NIO accentuated that it would \"step up\" its R&D spending in 2022. It sees tremendous opportunities to invest in core technologies and adapt its products to fit its markets better. Notably, the company expects these investments to improve its leverage significantly. Therefore, NIO has targeted FQ4'23 for breakeven and reaching profitability in FY24.Consensus estimates also concur with NIO's guidance. Furthermore, the Street expects NIO to turn profitable on adjusted EBIT terms in FY23, a year ahead of the company's guidance. The company is still expected to post significant topline growth, up 73.3% in FY22. Therefore, we believe that the company's ability to optimize its operating efficiencies will depend greatly on meeting those aggressive estimates.Is NIO Stock A Buy, Sell, Or Hold?We consider NIO a speculative investment, given its lack of GAAP operating profitability, and aggressive growth estimates. Furthermore, we need to observe a strong manufacturing ramp and delivery cadence on its new ET7, upcoming ET5, and ES7. These three products would be critical in helping NIO refresh its offerings and lift its delivery outlook in H2'22 and into FY23.Therefore, we encourage investors to continue paying attention to its supply chain developments in China. We expect the European market to offer long-term potential but is unlikely to move the needle much in the near term.Nonetheless, we believe that a significant level of pessimism has been baked into NIO stock. As such, we think it's time for the bears to get out of NIO or risk getting marauded subsequently.Consequently, we reiterate our Buy rating on NIO stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015250590,"gmtCreate":1649493034425,"gmtModify":1676534521395,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Holding long long term for PLTR","listText":"Holding long long term for PLTR","text":"Holding long long term for PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015250590","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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 Vs. Snowflake Stock: Which Is The Better Buy?</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 Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019840334,"gmtCreate":1648592457758,"gmtModify":1676534357272,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Been painful to watch EV stocks","listText":"Been painful to watch EV stocks","text":"Been painful to watch EV stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019840334","repostId":"1118582920","repostType":4,"repost":{"id":"1118582920","kind":"news","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":1648561105,"share":"https://ttm.financial/m/news/1118582920?lang=&edition=fundamental","pubTime":"2022-03-29 21:38","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118582920","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSi","content":"<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSimple, Canoo and Arrival climbed between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/235c44ac887f0b46c0deb471a6678109\" tg-width=\"417\" tg-height=\"721\" width=\"100%\" height=\"auto\"/>1</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>EV Stocks Climbed in Morning Trading</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\">\nEV Stocks Climbed in Morning Trading\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\">2022-03-29 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSimple, Canoo and Arrival climbed between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/235c44ac887f0b46c0deb471a6678109\" tg-width=\"417\" tg-height=\"721\" width=\"100%\" height=\"auto\"/>1</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","FSR":"菲斯克","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","GOEV":"Canoo Inc.","LCID":"Lucid Group Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118582920","content_text":"EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Fisker, TuSimple, Canoo and Arrival climbed between 1% and 5%.1","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019390020,"gmtCreate":1648522685492,"gmtModify":1676534349843,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"Hello INTEL!","listText":"Hello INTEL!","text":"Hello INTEL!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019390020","repostId":"2223819434","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037759333,"gmtCreate":1648187769620,"gmtModify":1676534315047,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"INTC for the win!","listText":"INTC for the win!","text":"INTC for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037759333","repostId":"1185091893","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344225693,"gmtCreate":1618411319812,"gmtModify":1704710471724,"author":{"id":"3573003064152790","authorId":"3573003064152790","name":"EthanOng","avatar":"https://static.tigerbbs.com/0a1dbd6c23a4169340f08265e0a807f9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573003064152790","authorIdStr":"3573003064152790"},"themes":[],"htmlText":"PLTR ALL THE WAY!","listText":"PLTR ALL THE WAY!","text":"PLTR ALL THE WAY!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344225693","repostId":"1193747033","repostType":4,"repost":{"id":"1193747033","kind":"news","pubTimestamp":1618404624,"share":"https://ttm.financial/m/news/1193747033?lang=&edition=fundamental","pubTime":"2021-04-14 20:50","market":"us","language":"en","title":"The Bear Thesis Against Palantir Is Rooted in Illogical Conclusions","url":"https://stock-news.laohu8.com/highlight/detail?id=1193747033","media":"InvestorPlace","summary":"Follow the PLTR stock bull thesis and get in cheap.There’s a lot of negative sentiment surroundingPa","content":"<blockquote>Follow the PLTR stock bull thesis and get in cheap.</blockquote><p>There’s a lot of negative sentiment surrounding<b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) stock. A good number of headlines will imply that the company hasn’t done well, or is suddenly at risk of implosion.</p><p>Yet, when you dig into the numbers and strategy, Palantir looks like a strong company underpinned by growth. The argument against Palantir usually centers around its controversial nature and the concentration of its business. Palantir’s controversial nature is largely subjective of course.</p><p>What I see when I dig into Palantir is a company that is improving and somewhat misunderstood. That’s why the bullish case for buying in at today’s low prices makes sense.</p><p><b>Longer Term</b></p><p>It’s easy to look at a given company’s stock and judge it by a slide in price or short-term negative news. Yet, when establishing a long-term, buy-and-hold position, it makes sense to consider a company’s performance on a year over year basis.</p><p>And that’s a good place to start to understand why PLTR stock is now an opportune purchase. The company only recently had its IPO in late September, so let’s look at some recent years’ broad metrics for Palantir.</p><p>Revenues, profits and margins are all improving at Palantir over the past few years. Investors shouldn’t get overly concerned that Palantir isn’t the largest defense contractor, or that Palantir has a business concentrated in that specific sector.</p><p>So, back to those revenue, profit, and margin metrics. Palantir’s 2020 revenues hit $1.1 billion, up 47% from 2019 when it recorded $742.6 million in revenues. The company’s gross profit in 2020 was $740.1 million, up from $500.2 million in 2019. That means the gross margin grew from 67% to 68% between 2019 and 2020.</p><p>Honestly, this broad growth is more indicative of a company that makes sense investment-wise. I’d argue that much of the negative sentiment against Palantir is from pundits who simply can’t or won’t see the forest for the trees.</p><p>So, let’s look at the trees clouding their vision.</p><p><b>Naysayers</b></p><p>Anargument I read from priorto Palantir’s IPO stated:</p><blockquote>For investors, the most concerning might be its high customer concentration. Palantir said its top 20 customers accounted for 67% of its 2019 revenue, while its top three customers made up 28%. In fact, a single commercial customer accounted for 12% of its 2019 revenue. Losing any one of those major customers could have a big financial impact on Palantir’s business.</blockquote><p>The argument relies on the idea that Palantir is incapable of maintaining the business relationship that it has forged in the private and public sectors.</p><p>But that doesn’t hold up based on Palantir’syear-end 2020 report.</p><p>Government customer revenue increased by 77% between 2019 and 2020 at Palantir. $234.3 million of that $264.7 million increase was attributable to existing customers. Therefore, 88% of the government revenue increase came from existing contracts. This is a company that is providing services that its clients respect and will pay more for over time, not one in danger of losing customers.</p><p>On the commercial side Palantir saw its revenues grow 22% in the same time frame. $59.7 million (69.9%) of the $85.4 million in revenue growth was from existing clients. Again, satisfied customers is the narrative I see here.</p><p>If Palantir is doing something wrong by expanding their business within the contracts they currently have, then what should they do? Would markets be more impressed if the company were to land clients only not to see their respective businesses grow on an account-by-account basis?</p><p>Show me that Palantir’s business isn’t growing based on revenues, profits or some other meaningful basis and I’d be inclined to be bearish long term. That isn’t the case.</p><p><b>Verdict</b></p><p>Bears are essentially arguing that Palantir keeps ingratiating themselves to those that they provide services for. However, Palantir simply continues to grow those businesses, and that’s somehow a bad thing?</p><p>Seems an odd argument to me.I think PLTR stock prices now are an excellent spot from which to establish a position.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Bear Thesis Against Palantir Is Rooted in Illogical Conclusions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Bear Thesis Against Palantir Is Rooted in Illogical Conclusions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/the-bear-thesis-against-pltr-stock-is-rooted-in-illogical-conclusions/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Follow the PLTR stock bull thesis and get in cheap.There’s a lot of negative sentiment surroundingPalantir(NYSE:PLTR) stock. A good number of headlines will imply that the company hasn’t done well, or...</p>\n\n<a href=\"https://investorplace.com/2021/04/the-bear-thesis-against-pltr-stock-is-rooted-in-illogical-conclusions/\">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/2021/04/the-bear-thesis-against-pltr-stock-is-rooted-in-illogical-conclusions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193747033","content_text":"Follow the PLTR stock bull thesis and get in cheap.There’s a lot of negative sentiment surroundingPalantir(NYSE:PLTR) stock. A good number of headlines will imply that the company hasn’t done well, or is suddenly at risk of implosion.Yet, when you dig into the numbers and strategy, Palantir looks like a strong company underpinned by growth. The argument against Palantir usually centers around its controversial nature and the concentration of its business. Palantir’s controversial nature is largely subjective of course.What I see when I dig into Palantir is a company that is improving and somewhat misunderstood. That’s why the bullish case for buying in at today’s low prices makes sense.Longer TermIt’s easy to look at a given company’s stock and judge it by a slide in price or short-term negative news. Yet, when establishing a long-term, buy-and-hold position, it makes sense to consider a company’s performance on a year over year basis.And that’s a good place to start to understand why PLTR stock is now an opportune purchase. The company only recently had its IPO in late September, so let’s look at some recent years’ broad metrics for Palantir.Revenues, profits and margins are all improving at Palantir over the past few years. Investors shouldn’t get overly concerned that Palantir isn’t the largest defense contractor, or that Palantir has a business concentrated in that specific sector.So, back to those revenue, profit, and margin metrics. Palantir’s 2020 revenues hit $1.1 billion, up 47% from 2019 when it recorded $742.6 million in revenues. The company’s gross profit in 2020 was $740.1 million, up from $500.2 million in 2019. That means the gross margin grew from 67% to 68% between 2019 and 2020.Honestly, this broad growth is more indicative of a company that makes sense investment-wise. I’d argue that much of the negative sentiment against Palantir is from pundits who simply can’t or won’t see the forest for the trees.So, let’s look at the trees clouding their vision.NaysayersAnargument I read from priorto Palantir’s IPO stated:For investors, the most concerning might be its high customer concentration. Palantir said its top 20 customers accounted for 67% of its 2019 revenue, while its top three customers made up 28%. In fact, a single commercial customer accounted for 12% of its 2019 revenue. Losing any one of those major customers could have a big financial impact on Palantir’s business.The argument relies on the idea that Palantir is incapable of maintaining the business relationship that it has forged in the private and public sectors.But that doesn’t hold up based on Palantir’syear-end 2020 report.Government customer revenue increased by 77% between 2019 and 2020 at Palantir. $234.3 million of that $264.7 million increase was attributable to existing customers. Therefore, 88% of the government revenue increase came from existing contracts. This is a company that is providing services that its clients respect and will pay more for over time, not one in danger of losing customers.On the commercial side Palantir saw its revenues grow 22% in the same time frame. $59.7 million (69.9%) of the $85.4 million in revenue growth was from existing clients. Again, satisfied customers is the narrative I see here.If Palantir is doing something wrong by expanding their business within the contracts they currently have, then what should they do? Would markets be more impressed if the company were to land clients only not to see their respective businesses grow on an account-by-account basis?Show me that Palantir’s business isn’t growing based on revenues, profits or some other meaningful basis and I’d be inclined to be bearish long term. That isn’t the case.VerdictBears are essentially arguing that Palantir keeps ingratiating themselves to those that they provide services for. However, Palantir simply continues to grow those businesses, and that’s somehow a bad thing?Seems an odd argument to me.I think PLTR stock prices now are an excellent spot from which to establish a position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}