VtTeh personal page - To The Moon

VtTeh

VtTeh

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09-30

EXCELLENT!!!

09-12

Lousy Raymond James...you predicted wrongly because you just dont know how to. Shoot a number into the air. Are you qualified? I doubt. Haha. Go back to school please. By the way, all the analysts are equally bad as you. Dont be too sad...

Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160

09-11

Sack the ceo...

Intel Is Throwing The Kitchen Sink - Buy It

06-25

Hahaha... You sell UBS will buy yr shares... They are fishing...

UBS Downgrades Palantir Technologies to Neutral From Buy, Cuts Price Target to $8.50 From $44

06-21

Up or down, all in the mouth of the funds and the analysts...they wanna buy, they will yell "sell" or downgrade... They want to sell, they will say "buy" or upgrade... So use yr own judgement and do yr own research.

Palantir Sinks over 4% as Monness, Crespi Downgrades on Enterprise Software Worries

06-21

Next week another fund mgr will say "buy" then Pltr will fly...then another week another idiot may say "sell" and pltr will sink...all in the hands of analyst and fund managers.

BUZZ-Palantir drops after Monness Crespi Hardt downgrades to 'sell'

06-06

That fella has not bought yet. So he is asking others not to buy so he can load up more Pltr at this cheap price. [Happy]

‘Don’t Jump in Just Yet,’ Says Top Investor About Palantir Stock

05-10

$COSCO SHIP HOLD(01919)$ wow

05-03

$Palantir Technologies Inc.(PLTR)$ certainly it will.

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Shoot a number into the air. Are you qualified? I doubt. Haha. Go back to school please. By the way, all the analysts are equally bad as you. Dont be too sad...","listText":"Lousy Raymond James...you predicted wrongly because you just dont know how to. Shoot a number into the air. Are you qualified? I doubt. Haha. Go back to school please. By the way, all the analysts are equally bad as you. Dont be too sad...","text":"Lousy Raymond James...you predicted wrongly because you just dont know how to. Shoot a number into the air. Are you qualified? I doubt. Haha. Go back to school please. By the way, all the analysts are equally bad as you. Dont be too sad...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348713646915784","repostId":"2466222928","repostType":2,"repost":{"id":"2466222928","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1726148401,"share":"https://ttm.financial/m/news/2466222928?lang=&edition=fundamental","pubTime":"2024-09-12 21:40","market":"sg","language":"en","title":"Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160","url":"https://stock-news.laohu8.com/highlight/detail?id=2466222928","media":"MT Newswires Live","summary":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory  for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","content":"<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</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>Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160</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; 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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\">\nMicron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466222928","content_text":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348391711092936,"gmtCreate":1726062703154,"gmtModify":1726062706682,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573088667185930","authorIdStr":"3573088667185930"},"themes":[],"htmlText":"Sack the ceo...","listText":"Sack the ceo...","text":"Sack the ceo...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348391711092936","repostId":"2466481786","repostType":2,"repost":{"id":"2466481786","pubTimestamp":1726032889,"share":"https://ttm.financial/m/news/2466481786?lang=&edition=fundamental","pubTime":"2024-09-11 13:34","market":"sh","language":"en","title":"Intel Is Throwing The Kitchen Sink - Buy It","url":"https://stock-news.laohu8.com/highlight/detail?id=2466481786","media":"seekingalpha","summary":"Intel's ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.Management is actively working to restore investor c","content":"<html><head></head><body><ul style=\"\"><li><p>Intel&#39;s ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.</p></li><li><p>Management is actively working to restore investor confidence through cost-cutting measures, potential asset sales, and streamlining the business portfolio.</p></li><li><p>The company&#39;s stock is undervalued, trading below its book value, despite the company&#39;s strategic importance and ongoing cost reduction initiatives.</p></li><li><p>I recommend buying Intel at current levels, expecting a reversal in stock price due to management&#39;s efforts and the company&#39;s strategic importance.</p></li></ul><h2 id=\"id_3700418155\">Investment Thesis</h2><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is not just enduring a difficult few weeks this year. The company has been caught in the crosswinds of chip warfare for over a decade now, but the pace has intensified in the last 5 years.</p><p>The company brought in Pat Gelsinger as CEO in 2021 to lead Intel through a new transitory phase for the company and position Intel back onto the right path to product and process leadership. The new management laid out an ambitious plan in 2022 that was supposed to return Intel to its former glory.</p><p>But with a couple years remaining from their 2026 goals, Intel finds itself further behind, as revealed on its recent Q2 earnings report.</p><p>This led investors to bail out Intel’s stock in spades, putting the company at one of the worst yearly returns since 1975.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe9e23f962e1d6ce88ea5f8c5a628638\" tg-width=\"640\" tg-height=\"304\"/></p><p>Exhibit A: Intel’s stock is on track to deliver one of the worst annual performances on the stock market since 1975 (Market Data)</p><p>Such an animalistic reaction by investors to the company has forced management to throw everything at the overarching problem—restoring investors’ confidence and reshoring its business transition trajectory.</p><p>I believe Intel rests at valuation levels that have priced in the worst trading far below its book value. I recommend buying Intel at current levels.</p><h2 id=\"id_1993917503\">The Financial Burden Of Intel’s Turnaround &amp; The Stopgap</h2><p>There is no easy way to look at Intel’s revenues below in Exhibit B and relive the optimism in Gelsinger’s bold turnaround plan that was announced in 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2108c6f81ca5a94b9f641b0a34898892\" tg-width=\"640\" tg-height=\"307\"/></p><p>Exhibit B: Intel’s revenues by segment (Company filings)</p><p>Intel promised mid-high single-digit revenue growth by 2023 and boldly stated revenue would eventually grow to an ambitious target in excess of $110 billion by 2026. Along the way, gross margins were expected to hover at ~52% by 2024, eventually growing to 56% by 2026, while operating expenses would account for just under 30% of revenues in 2024 before heading lower to ~26% of revenues by 2026.</p><p>All this was expected to be done with a disciplined &amp; focused investment to execute on their DCAI <em>(Data Centre &amp; AI)</em> roadmap, while the CCG <em>(Client Computing Group)</em> would continue to deliver value for its leadership in PC processors and related components. Most importantly, Intel’s foundry business was expected to expand its manufacturing capacity in a profitable way while sourcing external clients for its business.</p><p>What only transpired since then is akin to the company getting its feet trapped in quicksand. Revenue growth kept falling, margins contracted even faster, and Intel is now left with a huge financial burden on its hands due to the expensive foundry investments it has made into its capital-intensive business, with costs exceeding at least $30 billion. This puts Intel in a precarious position, as its margins are the worst in a decade, as noted in Exhibit C.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c87a94256136883ab665519978ea86a\" tg-width=\"640\" tg-height=\"285\"/></p><p>Exhibit C: Intel’s margins are the worst in a decade (Company filings)</p><p>This forced management to suspend its dividend, cut its workforce by 15%, and save ~$10 billion in costs for the company. With management projecting total revenues worth $13 billion in Q3 and analyst estimates expecting the company to report ~$13.7 billion in revenues, that implies a revenue contraction of ~3% to $52-53 billion. The $10 billion in savings indicates an inflection in the company’s margin profile from the current levels where investors have priced the worst for Intel and the next few quarters.</p><p>At a recent conference, Gelsinger acknowledged the drubbing his company’s stock got and the wake-up call that came along with it:</p><blockquote><p><em>We understand that, and we&#39;re taking seriously what the market&#39;s telling us, and hearing that clearly. But we&#39;re also staying very focused on delivering and executing on the large number of the things that we laid out. We described a set of cost reductions. I can tell you today, most of those are well underway already like everybody in the industry, we realize we have to operate efficiently with nimbleness, with urgency.</em></p></blockquote><p>Based on reports, Intel is throwing everything it has got to restore investor confidence. Management is already considering unlocking value from some of its assets by either selling a stake or the whole portion of its PLD manufacturing business, Altera, that it acquired for ~$17 billion about a decade ago. Then there is also the option for Intel to separate its capital-intensive foundry business away from its design business, which should also add shareholder value, at least in the near term.</p><p>Despite what reports suggest, management has made it clear, as recently as last week, that they are reviewing Intel’s portfolio of businesses and investments actively and will mostly be done streamlining its business portfolio <em>“by the time we [they] announce earnings in the third quarter.”</em></p><h2 id=\"id_2816208922\">Markets Have Priced Intel Fearing The Worst</h2><p>I will note that my bullish thesis is based on management’s actions, which should financially boost the company’s standing at least in the near term. And markets appear to be mispricing this aspect of the company when valuing Intel.</p><p>Intel is priced at 0.7x its book value, which implies some level of a floor to the bearish sentiment that Intel currently has. Moreover, these levels have not been seen in Intel&#39;s book value pricing per data as far back as I can go.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e10293d447b08c29c81224cb446a937d\" tg-width=\"640\" tg-height=\"411\"/></p><p>Exhibit D: Markets are pricing Intel at its lowest level relative to its book value (YCharts)</p><p>Intel has ~206 billion in assets, most of which are due to its foundry assets, including land, as well as ~$29.3 billion in cash, equivalents, and investments. Intel’s $10 billion cost reduction initiatives should help in unlocking value from their assets, which can be used to reduce the ~$53 billion debt load it currently carries.</p><p>Despite its woes, Intel is still one of the most strategically important companies for the U.S., and the current mispricing also ignores that fact.</p><h2 id=\"id_1201386796\">Risks &amp; Other Factors To Know</h2><p>As noted earlier, part of Intel’s cost reduction plan is to spin out assets or completely divest parts of their business. Their foundry business in particular does have some considerations that the company will be factoring in because it has been a beneficiary of the CHIPS Act, receiving federal funding and tax credits in return for its investments on U.S. soil. This means any sale of the foundry business will be scrutinized by the U.S. government due to the sensitive nature of the business if Intel decides to sell the business.</p><p>Intel may also decide to keep the foundry business if it can attract more clients. Currently, Microsoft and Broadcom are some clients Intel has secured for its future 18A node, although reports suggest Broadcom is already working with Intel to iron out deficiencies through its QA process. However, the decision to keep its foundry business will impact margins since Intel might be undercutting competitors to sell exclusive capacity contracts, which are hard to come by nowadays in the fab world.</p><p>My thesis does not correspond to my long-term view of the company, where I believe there are fundamental issues the company still needs to work through on its products. Right now, management is focused on righting the ship with its investors. I believe investors are not pricing that in the near term over the next year.</p><h2 id=\"id_2756652167\">Takeaways</h2><p>Investors&#39; sentiment against Intel appears to be at its lowest levels, as the company has failed to track its 2026 targets. However, that raging sentiment against Intel has driven the stock down to some eye-raising discount levels, with Intel’s market capitalization trading at a value far under its book value. This is ignoring the margin inflection that is already visible on a TTM basis or the additional $10 billion in cost savings that is due to come in from its cost reduction strategies.</p><p>Intel’s management is doing everything to restore investor confidence, and I expect a reversal in Intel’s stock price over the coming weeks.</p><p>I am cautiously recommending a Buy on Intel.</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>Intel Is Throwing The Kitchen Sink - Buy It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Is Throwing The Kitchen Sink - Buy It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720102-intel-is-throwing-the-kitchen-sink-buy-it><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.Management is actively working to restore investor ...</p>\n\n<a href=\"https://seekingalpha.com/article/4720102-intel-is-throwing-the-kitchen-sink-buy-it\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4534":"瑞士信贷持仓","BK4579":"人工智能","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","BK4512":"苹果概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/article/4720102-intel-is-throwing-the-kitchen-sink-buy-it","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466481786","content_text":"Intel's ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.Management is actively working to restore investor confidence through cost-cutting measures, potential asset sales, and streamlining the business portfolio.The company's stock is undervalued, trading below its book value, despite the company's strategic importance and ongoing cost reduction initiatives.I recommend buying Intel at current levels, expecting a reversal in stock price due to management's efforts and the company's strategic importance.Investment ThesisIntel is not just enduring a difficult few weeks this year. The company has been caught in the crosswinds of chip warfare for over a decade now, but the pace has intensified in the last 5 years.The company brought in Pat Gelsinger as CEO in 2021 to lead Intel through a new transitory phase for the company and position Intel back onto the right path to product and process leadership. The new management laid out an ambitious plan in 2022 that was supposed to return Intel to its former glory.But with a couple years remaining from their 2026 goals, Intel finds itself further behind, as revealed on its recent Q2 earnings report.This led investors to bail out Intel’s stock in spades, putting the company at one of the worst yearly returns since 1975.Exhibit A: Intel’s stock is on track to deliver one of the worst annual performances on the stock market since 1975 (Market Data)Such an animalistic reaction by investors to the company has forced management to throw everything at the overarching problem—restoring investors’ confidence and reshoring its business transition trajectory.I believe Intel rests at valuation levels that have priced in the worst trading far below its book value. I recommend buying Intel at current levels.The Financial Burden Of Intel’s Turnaround & The StopgapThere is no easy way to look at Intel’s revenues below in Exhibit B and relive the optimism in Gelsinger’s bold turnaround plan that was announced in 2022.Exhibit B: Intel’s revenues by segment (Company filings)Intel promised mid-high single-digit revenue growth by 2023 and boldly stated revenue would eventually grow to an ambitious target in excess of $110 billion by 2026. Along the way, gross margins were expected to hover at ~52% by 2024, eventually growing to 56% by 2026, while operating expenses would account for just under 30% of revenues in 2024 before heading lower to ~26% of revenues by 2026.All this was expected to be done with a disciplined & focused investment to execute on their DCAI (Data Centre & AI) roadmap, while the CCG (Client Computing Group) would continue to deliver value for its leadership in PC processors and related components. Most importantly, Intel’s foundry business was expected to expand its manufacturing capacity in a profitable way while sourcing external clients for its business.What only transpired since then is akin to the company getting its feet trapped in quicksand. Revenue growth kept falling, margins contracted even faster, and Intel is now left with a huge financial burden on its hands due to the expensive foundry investments it has made into its capital-intensive business, with costs exceeding at least $30 billion. This puts Intel in a precarious position, as its margins are the worst in a decade, as noted in Exhibit C.Exhibit C: Intel’s margins are the worst in a decade (Company filings)This forced management to suspend its dividend, cut its workforce by 15%, and save ~$10 billion in costs for the company. With management projecting total revenues worth $13 billion in Q3 and analyst estimates expecting the company to report ~$13.7 billion in revenues, that implies a revenue contraction of ~3% to $52-53 billion. The $10 billion in savings indicates an inflection in the company’s margin profile from the current levels where investors have priced the worst for Intel and the next few quarters.At a recent conference, Gelsinger acknowledged the drubbing his company’s stock got and the wake-up call that came along with it:We understand that, and we're taking seriously what the market's telling us, and hearing that clearly. But we're also staying very focused on delivering and executing on the large number of the things that we laid out. We described a set of cost reductions. I can tell you today, most of those are well underway already like everybody in the industry, we realize we have to operate efficiently with nimbleness, with urgency.Based on reports, Intel is throwing everything it has got to restore investor confidence. Management is already considering unlocking value from some of its assets by either selling a stake or the whole portion of its PLD manufacturing business, Altera, that it acquired for ~$17 billion about a decade ago. Then there is also the option for Intel to separate its capital-intensive foundry business away from its design business, which should also add shareholder value, at least in the near term.Despite what reports suggest, management has made it clear, as recently as last week, that they are reviewing Intel’s portfolio of businesses and investments actively and will mostly be done streamlining its business portfolio “by the time we [they] announce earnings in the third quarter.”Markets Have Priced Intel Fearing The WorstI will note that my bullish thesis is based on management’s actions, which should financially boost the company’s standing at least in the near term. And markets appear to be mispricing this aspect of the company when valuing Intel.Intel is priced at 0.7x its book value, which implies some level of a floor to the bearish sentiment that Intel currently has. Moreover, these levels have not been seen in Intel's book value pricing per data as far back as I can go.Exhibit D: Markets are pricing Intel at its lowest level relative to its book value (YCharts)Intel has ~206 billion in assets, most of which are due to its foundry assets, including land, as well as ~$29.3 billion in cash, equivalents, and investments. Intel’s $10 billion cost reduction initiatives should help in unlocking value from their assets, which can be used to reduce the ~$53 billion debt load it currently carries.Despite its woes, Intel is still one of the most strategically important companies for the U.S., and the current mispricing also ignores that fact.Risks & Other Factors To KnowAs noted earlier, part of Intel’s cost reduction plan is to spin out assets or completely divest parts of their business. Their foundry business in particular does have some considerations that the company will be factoring in because it has been a beneficiary of the CHIPS Act, receiving federal funding and tax credits in return for its investments on U.S. soil. This means any sale of the foundry business will be scrutinized by the U.S. government due to the sensitive nature of the business if Intel decides to sell the business.Intel may also decide to keep the foundry business if it can attract more clients. Currently, Microsoft and Broadcom are some clients Intel has secured for its future 18A node, although reports suggest Broadcom is already working with Intel to iron out deficiencies through its QA process. However, the decision to keep its foundry business will impact margins since Intel might be undercutting competitors to sell exclusive capacity contracts, which are hard to come by nowadays in the fab world.My thesis does not correspond to my long-term view of the company, where I believe there are fundamental issues the company still needs to work through on its products. Right now, management is focused on righting the ship with its investors. I believe investors are not pricing that in the near term over the next year.TakeawaysInvestors' sentiment against Intel appears to be at its lowest levels, as the company has failed to track its 2026 targets. However, that raging sentiment against Intel has driven the stock down to some eye-raising discount levels, with Intel’s market capitalization trading at a value far under its book value. This is ignoring the margin inflection that is already visible on a TTM basis or the additional $10 billion in cost savings that is due to come in from its cost reduction strategies.Intel’s management is doing everything to restore investor confidence, and I expect a reversal in Intel’s stock price over the coming weeks.I am cautiously recommending a Buy on Intel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320721281245304,"gmtCreate":1719327388604,"gmtModify":1719327395728,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573088667185930","authorIdStr":"3573088667185930"},"themes":[],"htmlText":"Hahaha... You sell UBS will buy yr shares... They are fishing...","listText":"Hahaha... You sell UBS will buy yr shares... They are fishing...","text":"Hahaha... You sell UBS will buy yr shares... They are fishing...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320721281245304","repostId":"2445088920","repostType":2,"repost":{"id":"2445088920","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1719239616,"share":"https://ttm.financial/m/news/2445088920?lang=&edition=fundamental","pubTime":"2024-06-24 22:33","market":"fut","language":"en","title":"UBS Downgrades Palantir Technologies to Neutral From Buy, Cuts Price Target to $8.50 From $44","url":"https://stock-news.laohu8.com/highlight/detail?id=2445088920","media":"MT Newswires Live","summary":"Price: 23.70, Change: -0.14, Percent Change: -0.59","content":"<html><body><p>Price: 23.70, Change: -0.14, Percent Change: -0.59</p></body></html>","source":"mtnewswires_news","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>UBS Downgrades Palantir Technologies to Neutral From Buy, Cuts Price Target to $8.50 From $44</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\">\nUBS Downgrades Palantir Technologies to Neutral From Buy, Cuts Price Target to $8.50 From $44\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-06-24 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Price: 23.70, Change: -0.14, Percent Change: -0.59</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445088920","content_text":"Price: 23.70, Change: -0.14, Percent Change: -0.59","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319285452243136,"gmtCreate":1718979732697,"gmtModify":1718979739190,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573088667185930","authorIdStr":"3573088667185930"},"themes":[],"htmlText":"Up or down, all in the mouth of the funds&nbsp; and the analysts...they wanna buy, they will yell \"sell\" or downgrade... They want to sell, they will say \"buy\" or upgrade... So use yr own judgement and do yr own research.&nbsp;","listText":"Up or down, all in the mouth of the funds&nbsp; and the analysts...they wanna buy, they will yell \"sell\" or downgrade... They want to sell, they will say \"buy\" or upgrade... So use yr own judgement and do yr own research.&nbsp;","text":"Up or down, all in the mouth of the funds and the analysts...they wanna buy, they will yell \"sell\" or downgrade... They want to sell, they will say \"buy\" or upgrade... So use yr own judgement and do yr own research.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/319285452243136","repostId":"1152239297","repostType":2,"repost":{"id":"1152239297","pubTimestamp":1718979206,"share":"https://ttm.financial/m/news/1152239297?lang=&edition=fundamental","pubTime":"2024-06-21 22:13","market":"us","language":"en","title":"Palantir Sinks over 4% as Monness, Crespi Downgrades on Enterprise Software Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=1152239297","media":"seekingalpha","summary":"$Palantir Technologies$ was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.Shares fell 3% in premarket trading.The results from enterprise software companies that reported recently were \"largely downbeat,\" analyst Brian White said. White cut his rating on Palantir to Sell from Neutral and put a $20 price target on the stock.And with the \"preeminent\" companies in the space, such as Salesforce , Workday  and others","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.</p><p style=\"text-align: left;\">Shares fell over 4% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78dc59acd8ffbb407a78ed9667db1905\" tg-width=\"780\" tg-height=\"616\"/></p><p style=\"text-align: left;\">The results from enterprise software companies that reported recently were &#34;largely downbeat,&#34; analyst Brian White said. White cut his rating on Palantir to Sell from Neutral and put a $20 price target on the stock.</p><p style=\"text-align: left;\">And with the &#34;preeminent&#34; companies in the space, such as Salesforce (CRM), Workday (WDAY) and others issuing disappointing outlooks, the supposed benefit from generative artificial intelligence for enterprise software has shown to be a &#34;revenue illusion&#34; this year, White said.</p><p style=\"text-align: left;\">Additionally, these challenges likely have more room to run, as evidenced by MongoDB (MDB) cutting its fiscal 2025 guidance and Oracle (ORCL) issuing an &#34;uninspiring&#34; outlook for the first quarter.</p><p style=\"text-align: left;\">Analysts are unanimously cautious on Palantir (PLTR). It has a HOLD rating from Seeking Alpha authors, while Wall Street analysts rate it a HOLD. Conversely, Seeking Alpha&#39;s quant system, which consistently beats the market, rates PLTR a HOLD.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Sinks over 4% as Monness, Crespi Downgrades on Enterprise Software Worries</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 Sinks over 4% as Monness, Crespi Downgrades on Enterprise Software Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4117874-palantir-sinks-as-monness-crespi-downgrades-on-enterprise-software-worries?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.Shares fell over 4% in morning trading.The ...</p>\n\n<a href=\"https://seekingalpha.com/news/4117874-palantir-sinks-as-monness-crespi-downgrades-on-enterprise-software-worries?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/4117874-palantir-sinks-as-monness-crespi-downgrades-on-enterprise-software-worries?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1152239297","content_text":"Palantir Technologies was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.Shares fell over 4% in morning trading.The results from enterprise software companies that reported recently were \"largely downbeat,\" analyst Brian White said. White cut his rating on Palantir to Sell from Neutral and put a $20 price target on the stock.And with the \"preeminent\" companies in the space, such as Salesforce (CRM), Workday (WDAY) and others issuing disappointing outlooks, the supposed benefit from generative artificial intelligence for enterprise software has shown to be a \"revenue illusion\" this year, White said.Additionally, these challenges likely have more room to run, as evidenced by MongoDB (MDB) cutting its fiscal 2025 guidance and Oracle (ORCL) issuing an \"uninspiring\" outlook for the first quarter.Analysts are unanimously cautious on Palantir (PLTR). It has a HOLD rating from Seeking Alpha authors, while Wall Street analysts rate it a HOLD. Conversely, Seeking Alpha's quant system, which consistently beats the market, rates PLTR a HOLD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319281206042808,"gmtCreate":1718978327054,"gmtModify":1718978435254,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573088667185930","authorIdStr":"3573088667185930"},"themes":[],"htmlText":"Next week another fund mgr will say \"buy\" then Pltr will fly...then another week another idiot may say \"sell\" and pltr will sink...all in the hands of analyst and fund managers.&nbsp;","listText":"Next week another fund mgr will say \"buy\" then Pltr will fly...then another week another idiot may say \"sell\" and pltr will sink...all in the hands of analyst and fund managers.&nbsp;","text":"Next week another fund mgr will say \"buy\" then Pltr will fly...then another week another idiot may say \"sell\" and pltr will sink...all in the hands of analyst and fund managers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319281206042808","repostId":"2445757182","repostType":2,"repost":{"id":"2445757182","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":1718976504,"share":"https://ttm.financial/m/news/2445757182?lang=&edition=fundamental","pubTime":"2024-06-21 21:28","market":"us","language":"en","title":"BUZZ-Palantir drops after Monness Crespi Hardt downgrades to 'sell'","url":"https://stock-news.laohu8.com/highlight/detail?id=2445757182","media":"Reuters","summary":"** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023    ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says    ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data   ** Stock is trading at forward P/E of 70.76   ","content":"<html><body><p>** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"</p><p>   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023 </p><p>   ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says </p><p>   ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data</p><p>   ** Stock is trading at forward P/E of 70.76  </p><p> (Reporting by Sruthi Shankar in Bengaluru)</p><p>((sruthi.shankar@thomsonreuters.com;))</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>BUZZ-Palantir drops after Monness Crespi Hardt downgrades to 'sell'</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\">\nBUZZ-Palantir drops after Monness Crespi Hardt downgrades to 'sell'\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\">2024-06-21 21:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"</p><p>   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023 </p><p>   ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says </p><p>   ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data</p><p>   ** Stock is trading at forward P/E of 70.76  </p><p> (Reporting by Sruthi Shankar in Bengaluru)</p><p>((sruthi.shankar@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BUZZ":"VanEck Social Sentiment ETF"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445757182","content_text":"** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023    ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says    ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data   ** Stock is trading at forward P/E of 70.76   (Reporting by Sruthi Shankar in Bengaluru)((sruthi.shankar@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313618370486408,"gmtCreate":1717605522937,"gmtModify":1717606226733,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573088667185930","authorIdStr":"3573088667185930"},"themes":[],"htmlText":"That fella has not bought yet. So he is asking others not to buy so he can load up more Pltr at this cheap price.&nbsp;[Happy]&nbsp;&nbsp;","listText":"That fella has not bought yet. So he is asking others not to buy so he can load up more Pltr at this cheap price.&nbsp;[Happy]&nbsp;&nbsp;","text":"That fella has not bought yet. So he is asking others not to buy so he can load up more Pltr at this cheap price. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313618370486408","repostId":"2441203237","repostType":2,"repost":{"id":"2441203237","pubTimestamp":1717602572,"share":"https://ttm.financial/m/news/2441203237?lang=&edition=fundamental","pubTime":"2024-06-05 23:49","market":"us","language":"en","title":"‘Don’t Jump in Just Yet,’ Says Top Investor About Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2441203237","media":"TIPRANKS","summary":"The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...","content":"<div>\n<p>The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...</p>\n\n<a href=\"https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘Don’t Jump in Just Yet,’ Says Top Investor About Palantir Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘Don’t Jump in Just Yet,’ Says Top Investor About Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-05 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...</p>\n\n<a href=\"https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441203237","content_text":"The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304364503920768,"gmtCreate":1715329296971,"gmtModify":1715329336987,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573088667185930","authorIdStr":"3573088667185930"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01919\">$COSCO SHIP HOLD(01919)$ </a> wow","listText":"<a href=\"https://ttm.financial/S/01919\">$COSCO SHIP HOLD(01919)$ </a> wow","text":"$COSCO SHIP HOLD(01919)$ wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304364503920768","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301992003006624,"gmtCreate":1714747940024,"gmtModify":1714748523020,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573088667185930","authorIdStr":"3573088667185930"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> certainly it will.&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> certainly it will.&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ certainly it will.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301992003006624","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":319285452243136,"gmtCreate":1718979732697,"gmtModify":1718979739190,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"Up or down, all in the mouth of the funds&nbsp; and the analysts...they wanna buy, they will yell \"sell\" or downgrade... They want to sell, they will say \"buy\" or upgrade... So use yr own judgement and do yr own research.&nbsp;","listText":"Up or down, all in the mouth of the funds&nbsp; and the analysts...they wanna buy, they will yell \"sell\" or downgrade... They want to sell, they will say \"buy\" or upgrade... So use yr own judgement and do yr own research.&nbsp;","text":"Up or down, all in the mouth of the funds and the analysts...they wanna buy, they will yell \"sell\" or downgrade... They want to sell, they will say \"buy\" or upgrade... So use yr own judgement and do yr own research.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/319285452243136","repostId":"1152239297","repostType":2,"repost":{"id":"1152239297","pubTimestamp":1718979206,"share":"https://ttm.financial/m/news/1152239297?lang=&edition=fundamental","pubTime":"2024-06-21 22:13","market":"us","language":"en","title":"Palantir Sinks over 4% as Monness, Crespi Downgrades on Enterprise Software Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=1152239297","media":"seekingalpha","summary":"$Palantir Technologies$ was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.Shares fell 3% in premarket trading.The results from enterprise software companies that reported recently were \"largely downbeat,\" analyst Brian White said. White cut his rating on Palantir to Sell from Neutral and put a $20 price target on the stock.And with the \"preeminent\" companies in the space, such as Salesforce , Workday  and others","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.</p><p style=\"text-align: left;\">Shares fell over 4% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78dc59acd8ffbb407a78ed9667db1905\" tg-width=\"780\" tg-height=\"616\"/></p><p style=\"text-align: left;\">The results from enterprise software companies that reported recently were &#34;largely downbeat,&#34; analyst Brian White said. White cut his rating on Palantir to Sell from Neutral and put a $20 price target on the stock.</p><p style=\"text-align: left;\">And with the &#34;preeminent&#34; companies in the space, such as Salesforce (CRM), Workday (WDAY) and others issuing disappointing outlooks, the supposed benefit from generative artificial intelligence for enterprise software has shown to be a &#34;revenue illusion&#34; this year, White said.</p><p style=\"text-align: left;\">Additionally, these challenges likely have more room to run, as evidenced by MongoDB (MDB) cutting its fiscal 2025 guidance and Oracle (ORCL) issuing an &#34;uninspiring&#34; outlook for the first quarter.</p><p style=\"text-align: left;\">Analysts are unanimously cautious on Palantir (PLTR). It has a HOLD rating from Seeking Alpha authors, while Wall Street analysts rate it a HOLD. Conversely, Seeking Alpha&#39;s quant system, which consistently beats the market, rates PLTR a HOLD.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Sinks over 4% as Monness, Crespi Downgrades on Enterprise Software Worries</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 Sinks over 4% as Monness, Crespi Downgrades on Enterprise Software Worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4117874-palantir-sinks-as-monness-crespi-downgrades-on-enterprise-software-worries?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.Shares fell over 4% in morning trading.The ...</p>\n\n<a href=\"https://seekingalpha.com/news/4117874-palantir-sinks-as-monness-crespi-downgrades-on-enterprise-software-worries?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/4117874-palantir-sinks-as-monness-crespi-downgrades-on-enterprise-software-worries?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1152239297","content_text":"Palantir Technologies was in focus on Friday as investment firm Monness, Crespi, Hardt downgraded the enterprise software maker, citing worries in the space.Shares fell over 4% in morning trading.The results from enterprise software companies that reported recently were \"largely downbeat,\" analyst Brian White said. White cut his rating on Palantir to Sell from Neutral and put a $20 price target on the stock.And with the \"preeminent\" companies in the space, such as Salesforce (CRM), Workday (WDAY) and others issuing disappointing outlooks, the supposed benefit from generative artificial intelligence for enterprise software has shown to be a \"revenue illusion\" this year, White said.Additionally, these challenges likely have more room to run, as evidenced by MongoDB (MDB) cutting its fiscal 2025 guidance and Oracle (ORCL) issuing an \"uninspiring\" outlook for the first quarter.Analysts are unanimously cautious on Palantir (PLTR). It has a HOLD rating from Seeking Alpha authors, while Wall Street analysts rate it a HOLD. Conversely, Seeking Alpha's quant system, which consistently beats the market, rates PLTR a HOLD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355111928017200,"gmtCreate":1727699331114,"gmtModify":1727699334608,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"EXCELLENT!!!","listText":"EXCELLENT!!!","text":"EXCELLENT!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355111928017200","isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319281206042808,"gmtCreate":1718978327054,"gmtModify":1718978435254,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"Next week another fund mgr will say \"buy\" then Pltr will fly...then another week another idiot may say \"sell\" and pltr will sink...all in the hands of analyst and fund managers.&nbsp;","listText":"Next week another fund mgr will say \"buy\" then Pltr will fly...then another week another idiot may say \"sell\" and pltr will sink...all in the hands of analyst and fund managers.&nbsp;","text":"Next week another fund mgr will say \"buy\" then Pltr will fly...then another week another idiot may say \"sell\" and pltr will sink...all in the hands of analyst and fund managers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319281206042808","repostId":"2445757182","repostType":2,"repost":{"id":"2445757182","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":1718976504,"share":"https://ttm.financial/m/news/2445757182?lang=&edition=fundamental","pubTime":"2024-06-21 21:28","market":"us","language":"en","title":"BUZZ-Palantir drops after Monness Crespi Hardt downgrades to 'sell'","url":"https://stock-news.laohu8.com/highlight/detail?id=2445757182","media":"Reuters","summary":"** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023    ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says    ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data   ** Stock is trading at forward P/E of 70.76   ","content":"<html><body><p>** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"</p><p>   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023 </p><p>   ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says </p><p>   ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data</p><p>   ** Stock is trading at forward P/E of 70.76  </p><p> (Reporting by Sruthi Shankar in Bengaluru)</p><p>((sruthi.shankar@thomsonreuters.com;))</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>BUZZ-Palantir drops after Monness Crespi Hardt downgrades to 'sell'</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\">\nBUZZ-Palantir drops after Monness Crespi Hardt downgrades to 'sell'\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\">2024-06-21 21:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"</p><p>   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023 </p><p>   ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says </p><p>   ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data</p><p>   ** Stock is trading at forward P/E of 70.76  </p><p> (Reporting by Sruthi Shankar in Bengaluru)</p><p>((sruthi.shankar@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BUZZ":"VanEck Social Sentiment ETF"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445757182","content_text":"** Palantir Technologies shares    fall 3.6% to $24.62 premarket after analysts at Monness Crespi Hardt double downgrade the data analytics firm to \"sell\" from \"buy\"   ** MCH analyst Brian White believes valuation has reached a \"a gluttonous extreme\" after a near 50% rise YTD and ~167% surge in 2023    ** \"On the back of a dismal earnings season for enterprise software and the failure of this 18-month gen AI propaganda cycle to deliver more than de minimis revenue for most companies in the industry, we believe the market will increasingly shun software stocks with excessive valuations,\" White says    ** MCH issues PT of $20; median PT on the stock is $23.50 and avg rating \"hold\" - LSEG data   ** Stock is trading at forward P/E of 70.76   (Reporting by Sruthi Shankar in Bengaluru)((sruthi.shankar@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301992003006624,"gmtCreate":1714747940024,"gmtModify":1714748523020,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> certainly it will.&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> certainly it will.&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ certainly it will.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301992003006624","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348713646915784,"gmtCreate":1726153720509,"gmtModify":1726153724283,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"Lousy Raymond James...you predicted wrongly because you just dont know how to. Shoot a number into the air. Are you qualified? I doubt. Haha. Go back to school please. By the way, all the analysts are equally bad as you. Dont be too sad...","listText":"Lousy Raymond James...you predicted wrongly because you just dont know how to. Shoot a number into the air. Are you qualified? I doubt. Haha. Go back to school please. By the way, all the analysts are equally bad as you. Dont be too sad...","text":"Lousy Raymond James...you predicted wrongly because you just dont know how to. Shoot a number into the air. Are you qualified? I doubt. Haha. Go back to school please. By the way, all the analysts are equally bad as you. Dont be too sad...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348713646915784","repostId":"2466222928","repostType":2,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348391711092936,"gmtCreate":1726062703154,"gmtModify":1726062706682,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"Sack the ceo...","listText":"Sack the ceo...","text":"Sack the ceo...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348391711092936","repostId":"2466481786","repostType":2,"repost":{"id":"2466481786","pubTimestamp":1726032889,"share":"https://ttm.financial/m/news/2466481786?lang=&edition=fundamental","pubTime":"2024-09-11 13:34","market":"sh","language":"en","title":"Intel Is Throwing The Kitchen Sink - Buy It","url":"https://stock-news.laohu8.com/highlight/detail?id=2466481786","media":"seekingalpha","summary":"Intel's ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.Management is actively working to restore investor c","content":"<html><head></head><body><ul style=\"\"><li><p>Intel&#39;s ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.</p></li><li><p>Management is actively working to restore investor confidence through cost-cutting measures, potential asset sales, and streamlining the business portfolio.</p></li><li><p>The company&#39;s stock is undervalued, trading below its book value, despite the company&#39;s strategic importance and ongoing cost reduction initiatives.</p></li><li><p>I recommend buying Intel at current levels, expecting a reversal in stock price due to management&#39;s efforts and the company&#39;s strategic importance.</p></li></ul><h2 id=\"id_3700418155\">Investment Thesis</h2><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> is not just enduring a difficult few weeks this year. The company has been caught in the crosswinds of chip warfare for over a decade now, but the pace has intensified in the last 5 years.</p><p>The company brought in Pat Gelsinger as CEO in 2021 to lead Intel through a new transitory phase for the company and position Intel back onto the right path to product and process leadership. The new management laid out an ambitious plan in 2022 that was supposed to return Intel to its former glory.</p><p>But with a couple years remaining from their 2026 goals, Intel finds itself further behind, as revealed on its recent Q2 earnings report.</p><p>This led investors to bail out Intel’s stock in spades, putting the company at one of the worst yearly returns since 1975.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe9e23f962e1d6ce88ea5f8c5a628638\" tg-width=\"640\" tg-height=\"304\"/></p><p>Exhibit A: Intel’s stock is on track to deliver one of the worst annual performances on the stock market since 1975 (Market Data)</p><p>Such an animalistic reaction by investors to the company has forced management to throw everything at the overarching problem—restoring investors’ confidence and reshoring its business transition trajectory.</p><p>I believe Intel rests at valuation levels that have priced in the worst trading far below its book value. I recommend buying Intel at current levels.</p><h2 id=\"id_1993917503\">The Financial Burden Of Intel’s Turnaround &amp; The Stopgap</h2><p>There is no easy way to look at Intel’s revenues below in Exhibit B and relive the optimism in Gelsinger’s bold turnaround plan that was announced in 2022.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2108c6f81ca5a94b9f641b0a34898892\" tg-width=\"640\" tg-height=\"307\"/></p><p>Exhibit B: Intel’s revenues by segment (Company filings)</p><p>Intel promised mid-high single-digit revenue growth by 2023 and boldly stated revenue would eventually grow to an ambitious target in excess of $110 billion by 2026. Along the way, gross margins were expected to hover at ~52% by 2024, eventually growing to 56% by 2026, while operating expenses would account for just under 30% of revenues in 2024 before heading lower to ~26% of revenues by 2026.</p><p>All this was expected to be done with a disciplined &amp; focused investment to execute on their DCAI <em>(Data Centre &amp; AI)</em> roadmap, while the CCG <em>(Client Computing Group)</em> would continue to deliver value for its leadership in PC processors and related components. Most importantly, Intel’s foundry business was expected to expand its manufacturing capacity in a profitable way while sourcing external clients for its business.</p><p>What only transpired since then is akin to the company getting its feet trapped in quicksand. Revenue growth kept falling, margins contracted even faster, and Intel is now left with a huge financial burden on its hands due to the expensive foundry investments it has made into its capital-intensive business, with costs exceeding at least $30 billion. This puts Intel in a precarious position, as its margins are the worst in a decade, as noted in Exhibit C.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1c87a94256136883ab665519978ea86a\" tg-width=\"640\" tg-height=\"285\"/></p><p>Exhibit C: Intel’s margins are the worst in a decade (Company filings)</p><p>This forced management to suspend its dividend, cut its workforce by 15%, and save ~$10 billion in costs for the company. With management projecting total revenues worth $13 billion in Q3 and analyst estimates expecting the company to report ~$13.7 billion in revenues, that implies a revenue contraction of ~3% to $52-53 billion. The $10 billion in savings indicates an inflection in the company’s margin profile from the current levels where investors have priced the worst for Intel and the next few quarters.</p><p>At a recent conference, Gelsinger acknowledged the drubbing his company’s stock got and the wake-up call that came along with it:</p><blockquote><p><em>We understand that, and we&#39;re taking seriously what the market&#39;s telling us, and hearing that clearly. But we&#39;re also staying very focused on delivering and executing on the large number of the things that we laid out. We described a set of cost reductions. I can tell you today, most of those are well underway already like everybody in the industry, we realize we have to operate efficiently with nimbleness, with urgency.</em></p></blockquote><p>Based on reports, Intel is throwing everything it has got to restore investor confidence. Management is already considering unlocking value from some of its assets by either selling a stake or the whole portion of its PLD manufacturing business, Altera, that it acquired for ~$17 billion about a decade ago. Then there is also the option for Intel to separate its capital-intensive foundry business away from its design business, which should also add shareholder value, at least in the near term.</p><p>Despite what reports suggest, management has made it clear, as recently as last week, that they are reviewing Intel’s portfolio of businesses and investments actively and will mostly be done streamlining its business portfolio <em>“by the time we [they] announce earnings in the third quarter.”</em></p><h2 id=\"id_2816208922\">Markets Have Priced Intel Fearing The Worst</h2><p>I will note that my bullish thesis is based on management’s actions, which should financially boost the company’s standing at least in the near term. And markets appear to be mispricing this aspect of the company when valuing Intel.</p><p>Intel is priced at 0.7x its book value, which implies some level of a floor to the bearish sentiment that Intel currently has. Moreover, these levels have not been seen in Intel&#39;s book value pricing per data as far back as I can go.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e10293d447b08c29c81224cb446a937d\" tg-width=\"640\" tg-height=\"411\"/></p><p>Exhibit D: Markets are pricing Intel at its lowest level relative to its book value (YCharts)</p><p>Intel has ~206 billion in assets, most of which are due to its foundry assets, including land, as well as ~$29.3 billion in cash, equivalents, and investments. Intel’s $10 billion cost reduction initiatives should help in unlocking value from their assets, which can be used to reduce the ~$53 billion debt load it currently carries.</p><p>Despite its woes, Intel is still one of the most strategically important companies for the U.S., and the current mispricing also ignores that fact.</p><h2 id=\"id_1201386796\">Risks &amp; Other Factors To Know</h2><p>As noted earlier, part of Intel’s cost reduction plan is to spin out assets or completely divest parts of their business. Their foundry business in particular does have some considerations that the company will be factoring in because it has been a beneficiary of the CHIPS Act, receiving federal funding and tax credits in return for its investments on U.S. soil. This means any sale of the foundry business will be scrutinized by the U.S. government due to the sensitive nature of the business if Intel decides to sell the business.</p><p>Intel may also decide to keep the foundry business if it can attract more clients. Currently, Microsoft and Broadcom are some clients Intel has secured for its future 18A node, although reports suggest Broadcom is already working with Intel to iron out deficiencies through its QA process. However, the decision to keep its foundry business will impact margins since Intel might be undercutting competitors to sell exclusive capacity contracts, which are hard to come by nowadays in the fab world.</p><p>My thesis does not correspond to my long-term view of the company, where I believe there are fundamental issues the company still needs to work through on its products. Right now, management is focused on righting the ship with its investors. I believe investors are not pricing that in the near term over the next year.</p><h2 id=\"id_2756652167\">Takeaways</h2><p>Investors&#39; sentiment against Intel appears to be at its lowest levels, as the company has failed to track its 2026 targets. However, that raging sentiment against Intel has driven the stock down to some eye-raising discount levels, with Intel’s market capitalization trading at a value far under its book value. This is ignoring the margin inflection that is already visible on a TTM basis or the additional $10 billion in cost savings that is due to come in from its cost reduction strategies.</p><p>Intel’s management is doing everything to restore investor confidence, and I expect a reversal in Intel’s stock price over the coming weeks.</p><p>I am cautiously recommending a Buy on Intel.</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>Intel Is Throwing The Kitchen Sink - Buy It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Is Throwing The Kitchen Sink - Buy It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-11 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720102-intel-is-throwing-the-kitchen-sink-buy-it><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel's ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.Management is actively working to restore investor ...</p>\n\n<a href=\"https://seekingalpha.com/article/4720102-intel-is-throwing-the-kitchen-sink-buy-it\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4534":"瑞士信贷持仓","BK4579":"人工智能","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","BK4512":"苹果概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/article/4720102-intel-is-throwing-the-kitchen-sink-buy-it","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2466481786","content_text":"Intel's ambitious 2026 targets have not been met, leading to significant investor angst and the sharpest decline in its stock price seen since 1975.Management is actively working to restore investor confidence through cost-cutting measures, potential asset sales, and streamlining the business portfolio.The company's stock is undervalued, trading below its book value, despite the company's strategic importance and ongoing cost reduction initiatives.I recommend buying Intel at current levels, expecting a reversal in stock price due to management's efforts and the company's strategic importance.Investment ThesisIntel is not just enduring a difficult few weeks this year. The company has been caught in the crosswinds of chip warfare for over a decade now, but the pace has intensified in the last 5 years.The company brought in Pat Gelsinger as CEO in 2021 to lead Intel through a new transitory phase for the company and position Intel back onto the right path to product and process leadership. The new management laid out an ambitious plan in 2022 that was supposed to return Intel to its former glory.But with a couple years remaining from their 2026 goals, Intel finds itself further behind, as revealed on its recent Q2 earnings report.This led investors to bail out Intel’s stock in spades, putting the company at one of the worst yearly returns since 1975.Exhibit A: Intel’s stock is on track to deliver one of the worst annual performances on the stock market since 1975 (Market Data)Such an animalistic reaction by investors to the company has forced management to throw everything at the overarching problem—restoring investors’ confidence and reshoring its business transition trajectory.I believe Intel rests at valuation levels that have priced in the worst trading far below its book value. I recommend buying Intel at current levels.The Financial Burden Of Intel’s Turnaround & The StopgapThere is no easy way to look at Intel’s revenues below in Exhibit B and relive the optimism in Gelsinger’s bold turnaround plan that was announced in 2022.Exhibit B: Intel’s revenues by segment (Company filings)Intel promised mid-high single-digit revenue growth by 2023 and boldly stated revenue would eventually grow to an ambitious target in excess of $110 billion by 2026. Along the way, gross margins were expected to hover at ~52% by 2024, eventually growing to 56% by 2026, while operating expenses would account for just under 30% of revenues in 2024 before heading lower to ~26% of revenues by 2026.All this was expected to be done with a disciplined & focused investment to execute on their DCAI (Data Centre & AI) roadmap, while the CCG (Client Computing Group) would continue to deliver value for its leadership in PC processors and related components. Most importantly, Intel’s foundry business was expected to expand its manufacturing capacity in a profitable way while sourcing external clients for its business.What only transpired since then is akin to the company getting its feet trapped in quicksand. Revenue growth kept falling, margins contracted even faster, and Intel is now left with a huge financial burden on its hands due to the expensive foundry investments it has made into its capital-intensive business, with costs exceeding at least $30 billion. This puts Intel in a precarious position, as its margins are the worst in a decade, as noted in Exhibit C.Exhibit C: Intel’s margins are the worst in a decade (Company filings)This forced management to suspend its dividend, cut its workforce by 15%, and save ~$10 billion in costs for the company. With management projecting total revenues worth $13 billion in Q3 and analyst estimates expecting the company to report ~$13.7 billion in revenues, that implies a revenue contraction of ~3% to $52-53 billion. The $10 billion in savings indicates an inflection in the company’s margin profile from the current levels where investors have priced the worst for Intel and the next few quarters.At a recent conference, Gelsinger acknowledged the drubbing his company’s stock got and the wake-up call that came along with it:We understand that, and we're taking seriously what the market's telling us, and hearing that clearly. But we're also staying very focused on delivering and executing on the large number of the things that we laid out. We described a set of cost reductions. I can tell you today, most of those are well underway already like everybody in the industry, we realize we have to operate efficiently with nimbleness, with urgency.Based on reports, Intel is throwing everything it has got to restore investor confidence. Management is already considering unlocking value from some of its assets by either selling a stake or the whole portion of its PLD manufacturing business, Altera, that it acquired for ~$17 billion about a decade ago. Then there is also the option for Intel to separate its capital-intensive foundry business away from its design business, which should also add shareholder value, at least in the near term.Despite what reports suggest, management has made it clear, as recently as last week, that they are reviewing Intel’s portfolio of businesses and investments actively and will mostly be done streamlining its business portfolio “by the time we [they] announce earnings in the third quarter.”Markets Have Priced Intel Fearing The WorstI will note that my bullish thesis is based on management’s actions, which should financially boost the company’s standing at least in the near term. And markets appear to be mispricing this aspect of the company when valuing Intel.Intel is priced at 0.7x its book value, which implies some level of a floor to the bearish sentiment that Intel currently has. Moreover, these levels have not been seen in Intel's book value pricing per data as far back as I can go.Exhibit D: Markets are pricing Intel at its lowest level relative to its book value (YCharts)Intel has ~206 billion in assets, most of which are due to its foundry assets, including land, as well as ~$29.3 billion in cash, equivalents, and investments. Intel’s $10 billion cost reduction initiatives should help in unlocking value from their assets, which can be used to reduce the ~$53 billion debt load it currently carries.Despite its woes, Intel is still one of the most strategically important companies for the U.S., and the current mispricing also ignores that fact.Risks & Other Factors To KnowAs noted earlier, part of Intel’s cost reduction plan is to spin out assets or completely divest parts of their business. Their foundry business in particular does have some considerations that the company will be factoring in because it has been a beneficiary of the CHIPS Act, receiving federal funding and tax credits in return for its investments on U.S. soil. This means any sale of the foundry business will be scrutinized by the U.S. government due to the sensitive nature of the business if Intel decides to sell the business.Intel may also decide to keep the foundry business if it can attract more clients. Currently, Microsoft and Broadcom are some clients Intel has secured for its future 18A node, although reports suggest Broadcom is already working with Intel to iron out deficiencies through its QA process. However, the decision to keep its foundry business will impact margins since Intel might be undercutting competitors to sell exclusive capacity contracts, which are hard to come by nowadays in the fab world.My thesis does not correspond to my long-term view of the company, where I believe there are fundamental issues the company still needs to work through on its products. Right now, management is focused on righting the ship with its investors. I believe investors are not pricing that in the near term over the next year.TakeawaysInvestors' sentiment against Intel appears to be at its lowest levels, as the company has failed to track its 2026 targets. However, that raging sentiment against Intel has driven the stock down to some eye-raising discount levels, with Intel’s market capitalization trading at a value far under its book value. This is ignoring the margin inflection that is already visible on a TTM basis or the additional $10 billion in cost savings that is due to come in from its cost reduction strategies.Intel’s management is doing everything to restore investor confidence, and I expect a reversal in Intel’s stock price over the coming weeks.I am cautiously recommending a Buy on Intel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320721281245304,"gmtCreate":1719327388604,"gmtModify":1719327395728,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"Hahaha... You sell UBS will buy yr shares... They are fishing...","listText":"Hahaha... You sell UBS will buy yr shares... They are fishing...","text":"Hahaha... You sell UBS will buy yr shares... They are fishing...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320721281245304","repostId":"2445088920","repostType":2,"repost":{"id":"2445088920","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1719239616,"share":"https://ttm.financial/m/news/2445088920?lang=&edition=fundamental","pubTime":"2024-06-24 22:33","market":"fut","language":"en","title":"UBS Downgrades Palantir Technologies to Neutral From Buy, Cuts Price Target to $8.50 From $44","url":"https://stock-news.laohu8.com/highlight/detail?id=2445088920","media":"MT Newswires Live","summary":"Price: 23.70, Change: -0.14, Percent Change: -0.59","content":"<html><body><p>Price: 23.70, Change: -0.14, Percent Change: -0.59</p></body></html>","source":"mtnewswires_news","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>UBS Downgrades Palantir Technologies to Neutral From Buy, Cuts Price Target to $8.50 From $44</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS Downgrades Palantir Technologies to Neutral From Buy, Cuts Price Target to $8.50 From $44\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-06-24 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Price: 23.70, Change: -0.14, Percent Change: -0.59</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445088920","content_text":"Price: 23.70, Change: -0.14, Percent Change: -0.59","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313618370486408,"gmtCreate":1717605522937,"gmtModify":1717606226733,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"That fella has not bought yet. So he is asking others not to buy so he can load up more Pltr at this cheap price.&nbsp;[Happy]&nbsp;&nbsp;","listText":"That fella has not bought yet. So he is asking others not to buy so he can load up more Pltr at this cheap price.&nbsp;[Happy]&nbsp;&nbsp;","text":"That fella has not bought yet. So he is asking others not to buy so he can load up more Pltr at this cheap price. [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313618370486408","repostId":"2441203237","repostType":2,"repost":{"id":"2441203237","pubTimestamp":1717602572,"share":"https://ttm.financial/m/news/2441203237?lang=&edition=fundamental","pubTime":"2024-06-05 23:49","market":"us","language":"en","title":"‘Don’t Jump in Just Yet,’ Says Top Investor About Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2441203237","media":"TIPRANKS","summary":"The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...","content":"<div>\n<p>The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...</p>\n\n<a href=\"https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘Don’t Jump in Just Yet,’ Says Top Investor About Palantir Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘Don’t Jump in Just Yet,’ Says Top Investor About Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-05 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...</p>\n\n<a href=\"https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.tipranks.com/news/dont-jump-in-just-yet-says-top-investor-about-palantir-stock?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441203237","content_text":"The booming AI revolution is raising expectations through the roof for companies directly engaged in building and expanding the industry. Palantir’...","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":304364503920768,"gmtCreate":1715329296971,"gmtModify":1715329336987,"author":{"id":"3573088667185930","authorId":"3573088667185930","name":"VtTeh","avatar":"https://community-static.tradeup.com/news/246dfa9b7e33b6ca94842cf6ef76dd90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573088667185930","idStr":"3573088667185930"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01919\">$COSCO SHIP HOLD(01919)$ </a> wow","listText":"<a href=\"https://ttm.financial/S/01919\">$COSCO SHIP HOLD(01919)$ </a> wow","text":"$COSCO SHIP HOLD(01919)$ wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304364503920768","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}