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12-18 20:45

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Spike up 50

12-18 02:17

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Buying Up

12-18 01:15

$Intel(INTC)$ We buying

12-17 15:23

U sell we buy

Nvidia: This Could Be The Top

12-17 13:47

Trending down

Alibaba to Record $1.3 Billion Loss in Sale of Intime Stores

12-17 11:08

Power up Hohoho

Palantir (PLTR) Secures Defense Contract With Red Cat (RCAT)

12-16 21:28

$Palantir Technologies Inc.(PLTR)$ more Price up

12-12

$Direxion Daily 20 Year Plus Treasury Bull 3x Shares(TMF)$ Down trend

12-10

$Alphabet(GOOGL)$ Selling for party time

12-10

$Tencent Music(TME)$ Let we buy Buy n buy

12-10

$Tiger Brokers(TIGR)$ Get it today Buying for growth

12-10

$Palantir Technologies Inc.(PLTR)$ buy more Up to 101

12-10

$Palantir Technologies Inc.(PLTR)$ shopping time Buying

12-09

$Palantir Technologies Inc.(PLTR)$ big buying Up 100

12-04

Power up trend

Palantir: Long Way Down

12-04

$Palantir Technologies Inc.(PLTR)$ double up to 150 Buying more Accumulate

12-02

$SingPost(S08.SI)$ Buying up. More buying. Uptrending.....

11-27

$SingPost(S08.SI)$ Buying up Trending up one dollar

11-26

$Intel(INTC)$ up Buying

11-18

Buying more Palantir

Large Pension Doubled Palantir Stake, Bought Up Intel and CVS Stock

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href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Spike up 50","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Spike up 50","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Spike up 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Daily Semiconductors Bull 3x Shares(SOXL)$ Buying Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382666571456744","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382651300385104,"gmtCreate":1734455738815,"gmtModify":1734455742708,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; We buying","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; We buying","text":"$Intel(INTC)$ We buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382651300385104","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382615487807488,"gmtCreate":1734420203986,"gmtModify":1734420207700,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"U sell&nbsp;we buy","listText":"U sell&nbsp;we buy","text":"U sell we buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382615487807488","repostId":"1128864584","repostType":4,"repost":{"id":"1128864584","kind":"news","pubTimestamp":1734416177,"share":"https://ttm.financial/m/news/1128864584?lang=&edition=fundamental","pubTime":"2024-12-17 14:16","market":"us","language":"en","title":"Nvidia: This Could Be The Top","url":"https://stock-news.laohu8.com/highlight/detail?id=1128864584","media":"Seeking Alpha","summary":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At","content":"<html><head></head><body><h2 id=\"id_1885097578\">Summary</h2><ul style=\"\"><li><p>A rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA&#39;s share price.</p></li><li><p>At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.</p></li><li><p>Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Nvidia Corporation </strong>(NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.</p><p>In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.</p><h2 id=\"id_3690589756\">Reality Fails To Meet Expectations</h2><p>The Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9d4491fd0ada5a07d412d888f3a9fae\" alt=\"Nvidia’s stock price\" title=\"Nvidia’s stock price\" tg-width=\"640\" tg-height=\"261\"/><span>Nvidia’s stock price</span></p><p>In Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.</p><p>The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.</p><p>Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.</p><p>The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.</p><p>Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.</p><p>All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.</p><p>The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.</p><h3 id=\"id_211129166\">The Intrinsic Value of Nvidia</h3><p>At the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.</p><p>In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.</p><p>The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6bea708b99e09c85b15fd4405208555\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"182\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><p>For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.</p><p>The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c46e9d52e3bae0f74e46a337968e78d\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><h3 id=\"id_4292459600\">Risks To Our Bearish Thesis</h3><p>Although we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.</p><p>The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.</p><h2 id=\"id_2596097235\">Final Thoughts</h2><p>Is Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.</p><p>Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></body></html>","source":"lsy1728464409321","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>Nvidia: This Could Be The Top</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\">\nNvidia: This Could Be The Top\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 14:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At...</p>\n\n<a href=\"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128864584","content_text":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.Nvidia remains a SELL for us, since we believe that its stock has more room to fall.Nvidia Corporation (NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.Reality Fails To Meet ExpectationsThe Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.Nvidia’s stock priceIn Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.The Intrinsic Value of NvidiaAt the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)Risks To Our Bearish ThesisAlthough we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.Final ThoughtsIs Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382591874195456,"gmtCreate":1734414438944,"gmtModify":1734414442390,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"Trending down","listText":"Trending down","text":"Trending down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382591874195456","repostId":"1126275734","repostType":4,"repost":{"id":"1126275734","kind":"news","pubTimestamp":1734412745,"share":"https://ttm.financial/m/news/1126275734?lang=&edition=fundamental","pubTime":"2024-12-17 13:19","market":"us","language":"en","title":"Alibaba to Record $1.3 Billion Loss in Sale of Intime Stores","url":"https://stock-news.laohu8.com/highlight/detail?id=1126275734","media":"Bloomberg","summary":"Chinese tech company agrees to sell Intime to Youngor FashionAlibaba has pivoted toward consolidating its core businessesAlibaba Group Holding Ltd. has agreed to sell its Intime department store busin","content":"<html><head></head><body><ul style=\"\"><li><p>Chinese tech company agrees to sell Intime to Youngor Fashion</p></li><li><p>Alibaba has pivoted toward consolidating its core businesses</p></li></ul><p>Alibaba Group Holding Ltd. has agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion in a move to offload non-core assets.</p><p>The 7.4 billion yuan deal announced on Tuesday, which confirmed an earlier Bloomberg News report, will see the Chinese ecommerce giant record a loss of 9.3 billion yuan ($1.3 billion) on its initial investment in Intime. That acquisition had been a bet on integrating online and offline retailing into a unified business back in 2017. Alibaba had reached out to several potential buyers for Intime as it sought to streamline its operations, people familiar with the matter said earlier this year.</p><p>Alibaba HK shares slipped 1.7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b7e6a7b633055fc2c376452fb30744\" tg-width=\"901\" tg-height=\"826\"/></p><p>Once a dominant player in China’s ecommerce field, Alibaba is struggling to grow amid competition from rising rivals like PDD Holdings Inc. and ByteDance Ltd. That’s forced a hard pivot under the leadership of co-founder Eddie Wu, who took on the chief executive officer role more than a year ago, toward consolidating its core businesses and focusing investment into the most promising growth areas. Alibaba is now integrating its domestic and international ecommerce operations, under the leadership of Jiang Fan, and has been steadily selling off holdings it doesn’t consider essential.</p><p>Combining online and offline commerce was a centerpiece strategy under previous CEO Daniel Zhang, and the company invested billions of dollars into modernizing physical retailers like Sun Art Retail Group Ltd. and Suning.com Co. The company has talked about the concept less in recent years and considered selling the Intime department store arm as early as February.</p><p>Data released Monday showed China’s total retail sales rose the slowest in three months in November, missing even the most bearish forecasts and indicating that domestic demand remains sluggish. Chinese policymakers have made boosting consumption a top priority for next year.</p></body></html>","source":"lsy1584095487587","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>Alibaba to Record $1.3 Billion Loss in Sale of Intime Stores</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\">\nAlibaba to Record $1.3 Billion Loss in Sale of Intime Stores\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 13:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-12-17/alibaba-to-mark-1-3-billion-loss-in-sale-of-intime-store-chain?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese tech company agrees to sell Intime to Youngor FashionAlibaba has pivoted toward consolidating its core businessesAlibaba Group Holding Ltd. has agreed to sell its Intime department store ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-12-17/alibaba-to-mark-1-3-billion-loss-in-sale-of-intime-store-chain?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2024-12-17/alibaba-to-mark-1-3-billion-loss-in-sale-of-intime-store-chain?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126275734","content_text":"Chinese tech company agrees to sell Intime to Youngor FashionAlibaba has pivoted toward consolidating its core businessesAlibaba Group Holding Ltd. has agreed to sell its Intime department store business to Youngor Fashion Co. for around $1 billion in a move to offload non-core assets.The 7.4 billion yuan deal announced on Tuesday, which confirmed an earlier Bloomberg News report, will see the Chinese ecommerce giant record a loss of 9.3 billion yuan ($1.3 billion) on its initial investment in Intime. That acquisition had been a bet on integrating online and offline retailing into a unified business back in 2017. Alibaba had reached out to several potential buyers for Intime as it sought to streamline its operations, people familiar with the matter said earlier this year.Alibaba HK shares slipped 1.7%.Once a dominant player in China’s ecommerce field, Alibaba is struggling to grow amid competition from rising rivals like PDD Holdings Inc. and ByteDance Ltd. That’s forced a hard pivot under the leadership of co-founder Eddie Wu, who took on the chief executive officer role more than a year ago, toward consolidating its core businesses and focusing investment into the most promising growth areas. Alibaba is now integrating its domestic and international ecommerce operations, under the leadership of Jiang Fan, and has been steadily selling off holdings it doesn’t consider essential.Combining online and offline commerce was a centerpiece strategy under previous CEO Daniel Zhang, and the company invested billions of dollars into modernizing physical retailers like Sun Art Retail Group Ltd. and Suning.com Co. The company has talked about the concept less in recent years and considered selling the Intime department store arm as early as February.Data released Monday showed China’s total retail sales rose the slowest in three months in November, missing even the most bearish forecasts and indicating that domestic demand remains sluggish. Chinese policymakers have made boosting consumption a top priority for next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382458126004456,"gmtCreate":1734404886152,"gmtModify":1734404890022,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"Power up Hohoho&nbsp;","listText":"Power up Hohoho&nbsp;","text":"Power up Hohoho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382458126004456","repostId":"2492611917","repostType":2,"repost":{"id":"2492611917","kind":"highlight","pubTimestamp":1734366421,"share":"https://ttm.financial/m/news/2492611917?lang=&edition=fundamental","pubTime":"2024-12-17 00:27","market":"us","language":"en","title":"Palantir (PLTR) Secures Defense Contract With Red Cat (RCAT)","url":"https://stock-news.laohu8.com/highlight/detail?id=2492611917","media":"Insider Monkey","summary":"Last month, a small-cap company by the name of Red Cat struck a deal with the US Army to build 5,880 unmanned aircraft systems for them over the next five years. The same day, Palantir stock was up 280% for the year, well on its way to becoming the best-performing S&P 500 stock for the year. Now the two companies have combined to strike a deal that will combine their technologies to improve the United States defense system.As part of the deal, Palantir will integrate its Visual Navigation software and artificial intelligence capabilities with Red Cat’s drone technology. This deal will transform autonomous drone warfare, which has become a common element of modern warfare. The resulting drone is small enough to be carried in a backpack while the technology will make it the most capable drone ever deployed by the US. Red Cat shares are up 15% during trading today on the back of the news, while Palantir stock continues to take a breather after a record rally.READ NEXT:$30 Trillion Opportu","content":"<html><body><p>Last month, a small-cap company by the name of Red Cat struck a deal with the US Army to build 5,880 unmanned aircraft systems for them over the next five years. The same day, Palantir stock was up 280% for the year, well on its way to becoming the best-performing S&amp;P 500 stock for the year. Now the two companies have combined to strike a deal that will combine their technologies to improve the United States defense system.</p>\n<p>As part of the deal, Palantir will integrate its Visual Navigation software and artificial intelligence capabilities with Red Cat’s drone technology. This deal will transform autonomous drone warfare, which has become a common element of modern warfare. The resulting drone is small enough to be carried in a backpack while the technology will make it the most capable drone ever deployed by the US. Red Cat shares are up 15% during trading today on the back of the news, while Palantir stock continues to take a breather after a record rally.</p>\n<img height=\"768\" src=\"https://s1.yimg.com/uu/api/res/1.2/tiu0bAmuwkQ_I2Ent.7mCw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/1ff6b7fecb40946a6b0937648ae250a9\" width=\"1024\"/>\n<p>Palantir is primarily a software company that is deeply integrated into the US defense thanks to its lead in developing AI technologies. The company’s Gotham platform is used for defense and intelligence purposes while its Foundry platform is designed for commercial applications across healthcare, manufacturing, and finance among other sectors.</p>\n<p>The company’s primary revenue used to come from government contracts. However, quarter by quarter, the company is making inroads into the commercial sector and reducing its reliance on government contracts. This is one reason for its record rally this year. The company continues to drive significant growth in both the sectors.</p>\n<p>The valuation of the stock is interesting. The stock continues to be overvalued mainly because of its growth prospects and involvement in AI. While analysts have their eyes on the commercial sector growth, people are discounting the government spending on AI. As China continues to threaten the US global dominance by taking a lead in AI, the US government is bound to spend more and more on AI infrastructure. That’s exactly where Palantir sits. It is ideally placed to capture a big piece of this spending going forward, which is why we are still bullish on the stock.</p>\n<p>PLTR is not on our latest list of the 31 Most <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held PLTR at the end of the third quarter which was 44 in the previous quarter. While we acknowledge the potential of PLTR as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as PLTR but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p><strong><b>READ NEXT:</b> <b>$30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley</b><b> and </b><b>Jim Cramer Says NVIDIA ‘Has Become A Wasteland’</b><b>.</b></strong></p>\n<p>Disclosure: None. This article was originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","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 (PLTR) Secures Defense Contract With Red Cat (RCAT)</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 (PLTR) Secures Defense Contract With Red Cat (RCAT)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 00:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/palantir-pltr-secures-defense-contract-162701104.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last month, a small-cap company by the name of Red Cat struck a deal with the US Army to build 5,880 unmanned aircraft systems for them over the next five years. The same day, Palantir stock was up ...</p>\n\n<a href=\"https://finance.yahoo.com/news/palantir-pltr-secures-defense-contract-162701104.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/9dnMvsBd4o2aBwzrAWtbLg--~B/aD03Njg7dz0xMDI0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/1ff6b7fecb40946a6b0937648ae250a9","relate_stocks":{"LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","RCAT":"Red Cat Holdings Inc.","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4543":"AI","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4588":"碎股","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4547":"WSB热门概念","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4581":"高盛持仓","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4504":"桥水持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0971096721.USD":"富达环球金融服务 A","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4127":"投资银行业与经纪业","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4516":"特朗普概念","BK4023":"应用软件","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","PLTR":"Palantir Technologies Inc.","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC"},"source_url":"https://finance.yahoo.com/news/palantir-pltr-secures-defense-contract-162701104.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2492611917","content_text":"Last month, a small-cap company by the name of Red Cat struck a deal with the US Army to build 5,880 unmanned aircraft systems for them over the next five years. The same day, Palantir stock was up 280% for the year, well on its way to becoming the best-performing S&P 500 stock for the year. Now the two companies have combined to strike a deal that will combine their technologies to improve the United States defense system.\nAs part of the deal, Palantir will integrate its Visual Navigation software and artificial intelligence capabilities with Red Cat’s drone technology. This deal will transform autonomous drone warfare, which has become a common element of modern warfare. The resulting drone is small enough to be carried in a backpack while the technology will make it the most capable drone ever deployed by the US. Red Cat shares are up 15% during trading today on the back of the news, while Palantir stock continues to take a breather after a record rally.\n\nPalantir is primarily a software company that is deeply integrated into the US defense thanks to its lead in developing AI technologies. The company’s Gotham platform is used for defense and intelligence purposes while its Foundry platform is designed for commercial applications across healthcare, manufacturing, and finance among other sectors.\nThe company’s primary revenue used to come from government contracts. However, quarter by quarter, the company is making inroads into the commercial sector and reducing its reliance on government contracts. This is one reason for its record rally this year. The company continues to drive significant growth in both the sectors.\nThe valuation of the stock is interesting. The stock continues to be overvalued mainly because of its growth prospects and involvement in AI. While analysts have their eyes on the commercial sector growth, people are discounting the government spending on AI. As China continues to threaten the US global dominance by taking a lead in AI, the US government is bound to spend more and more on AI infrastructure. That’s exactly where Palantir sits. It is ideally placed to capture a big piece of this spending going forward, which is why we are still bullish on the stock.\nPLTR is not on our latest list of the 31 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held PLTR at the end of the third quarter which was 44 in the previous quarter. While we acknowledge the potential of PLTR as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as PLTR but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: $30 Trillion Opportunity: 15 Best Humanoid Robot Stocks to Buy According to Morgan Stanley and Jim Cramer Says NVIDIA ‘Has Become A Wasteland’.\nDisclosure: None. This article was originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382256793612432,"gmtCreate":1734355732474,"gmtModify":1734355736880,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> more&nbsp; Price up","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> more&nbsp; Price up","text":"$Palantir Technologies Inc.(PLTR)$ more Price up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382256793612432","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380544130072624,"gmtCreate":1733942836961,"gmtModify":1733942841565,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TMF\">$Direxion Daily 20 Year Plus Treasury Bull 3x Shares(TMF)$ </a>&nbsp; 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Let we buy Buy n buy","text":"$Tencent Music(TME)$ Let we buy Buy n buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380160939397216","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380113381483048,"gmtCreate":1733844020117,"gmtModify":1733844024124,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp; Get it today&nbsp; Buying for growth","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a>&nbsp; Get it today&nbsp; Buying for growth","text":"$Tiger Brokers(TIGR)$ Get it today Buying for growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380113381483048","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380119341793440,"gmtCreate":1733843978719,"gmtModify":1733843981776,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>buy more&nbsp; Up to 101","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>buy more&nbsp; Up to 101","text":"$Palantir Technologies Inc.(PLTR)$ buy more Up to 101","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380119341793440","isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379886710116536,"gmtCreate":1733771328801,"gmtModify":1733771332700,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> shopping time Buying","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> shopping time Buying","text":"$Palantir Technologies Inc.(PLTR)$ shopping time Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379886710116536","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379741014999096,"gmtCreate":1733737981257,"gmtModify":1733737985727,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> big buying&nbsp; Up 100","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> big buying&nbsp; Up 100","text":"$Palantir Technologies Inc.(PLTR)$ big buying Up 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/379741014999096","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377966882140472,"gmtCreate":1733319851183,"gmtModify":1733319856938,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"Power up trend","listText":"Power up trend","text":"Power up trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377966882140472","repostId":"1180472314","repostType":2,"repost":{"id":"1180472314","kind":"news","pubTimestamp":1733309230,"share":"https://ttm.financial/m/news/1180472314?lang=&edition=fundamental","pubTime":"2024-12-04 18:47","market":"us","language":"en","title":"Palantir: Long Way Down","url":"https://stock-news.laohu8.com/highlight/detail?id=1180472314","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving","content":"<html><head></head><body><h2 id=\"id_1837729091\">Summary</h2><ul style=\"\"><li><p>Palantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.</p></li><li><p>The company&#39;s fundamentals are improving, but the current valuation is unsustainable, risking significant downside if growth stalls or estimates are missed.</p></li><li><p>Multiple expansion has driven recent gains, but comparisons to Snowflake and Zoom highlight the potential for severe valuation contraction.</p></li><li><p>Investors face the risk of either minimal returns or substantial losses over the coming years, making Palantir a precarious investment.</p></li><li><p>I am Mark Holder (aka Stone Fox Capital), a CPA with degrees in Accounting and Finance. I attempt to uncover potential multibaggers while managing portfolio risk via diversification.</p></li></ul><p>Palantir Technologies, Inc. is a prime example of how a stock can trade at any price possible, whether a fraction of cash value or a huge multiple of sales. The stock market requires investors to figure out how to handle vastly different valuations, which currently is the case of an extreme overvaluation in Palantir. My investment thesis is extremely Bearish on the stock, which is reaching wildly expensive P/S ratios at $70.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dcce018e428282dc5758b501a617931\" alt=\"Finviz Chart\" title=\"Finviz Chart\" tg-width=\"1280\" tg-height=\"440\"/><span>Finviz Chart</span></p><h2 id=\"id_4162667494\">Learn The Value</h2><p>Palantir has soared the last couple of months, going from $30 to start September to over $70 to start December. The AI software company reported a big Q3 revenue beat of $22 million and sales growth accelerating to 30%. The stock has now gained over $70 billion in valuation on a minimal $22 million revenue beat.</p><p>The business saw U.S. commercial sales soar 54% with accounts up 77%. The market definitely has a big reason to be excited about the future in AI.</p><p>Palantir even announced the FedRAMP authorization to potentially boost sales to the U.S. government for secure cloud services. The U.S. govt. sector was lagging, but Q3 sales jumped 40% YoY to reach $320 million.</p><p>An investor has every reason to be excited about the potential business opportunity. One can look at the current market cap topping $150 billion and extract how Palantir can eventually match the size of the Magnificent 7 stocks with market caps topping $1 trillion, but investors need to be careful here.</p><p>Stocks only have 2 basic ways for gaining value: improving fundamentals or multiple expansion.</p><p><em>Improving Fundamentals</em></p><p>Palantir definitely falls into the category of improving fundamentals. The AI software company reported Q3 sales grew at a 30% clip, but the company only reached sales of $725 million.</p><p>In a valuation multiple neutral scenario, the stock should rally at a similar 30% clip annually to match sales growth. The consensus analyst estimates have sales rising ~25% annually over the next couple of years.</p><p>Investors also need to take a step back and realize the huge customer success is coming off a tiny base. Palantir only had 181 U.S. commercial customers last Q3, and the number is now 321.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9bbfadf7244ccb992c1f76b187fad650\" alt=\"Source: Palantir Tech. Q3&#39;24 presentation\" title=\"Source: Palantir Tech. Q3&#39;24 presentation\" tg-width=\"640\" tg-height=\"287\"/><span>Source: Palantir Tech. Q3&#39;24 presentation</span></p><p>The company grew sequential accounts by just 9% in Q3 &#39;24 after growing at a 22% clip back during the December quarter. The net new accounts only grew by 26, which was down from the pace of 40+ accounts each quarter earlier this year when the AI software excitement started.</p><p><em>Multiple Expansion</em></p><p>Most investors don&#39;t seem to understand the multiple expansion concept. The prime way to make a substantial amount of money in a stock over the short term is via multiple expansion.</p><p>Multiple expansion occurs when investors feel the fundamentals of the company are improving to the point of rerating the valuation multiple assigned to the stock at a higher level. A stock can trade at a below-market multiple, and improving results can end up with the multiple expanding to a market multiple. Or, the market can decide a stock is worthy of a premium valuation, such as the case with Palantir.</p><p>Palantir and <strong>Meta Platforms</strong> (META) are prime examples of how stocks can generate massive gains and end up in vastly different situations. Meta has rallied from below $100 to $610 in the past 2 years, with the stock only expanding the forward P/S multiple to just above 9x. Palantir has rallied from an already stretched multiple to reach 57x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81d8c8388ca54bef84910cee5df38683\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"470\"/><span>Data by YCharts</span></p><p>The equation is even stranger when considering Meta is growing at a 20% clip, while Palantir only grew at a faster clip in the last quarter at 30%. Meta only trades at 23x EPS estimates, suggesting the stock isn&#39;t overvalued and investors can generate solid returns over time holding the stock. Palantir trades at over 140x 2025 EPS estimates, suggesting the stock would need years, upon years, to grow into this multiple.</p><p>Palantir even faces the Zoom Video (ZM) scenario where all the gains are given back, especially if AI growth stalls. Zoom was off to the races during the COVID-19 shutdowns, with the stock reaching a market cap of $175 billion at the peak above $560 per share, while the sales forecasts hit $4 billion. The below chart doesn&#39;t provide the correct numbers due to the use of a TTM P/S ratio, but the chart does provide the scale and how multiple contraction occurs when sales growth normalizes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/712403af993281dc025a5ccade948c67\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Palantir definitely appears to have stronger long-term growth prospects than Zoom Video, but AI could end up being a gimmick, such as Covid shutdowns. The market could shift on a dime and the AI software company could end up trading at 5x forward sales, or the equivalent of somewhere below a $20 billion market cap based on 2025 sales of $3.5 billion.</p><h3 id=\"id_1203048867\">Dead Money</h3><p>The company could actually grow sales at a 25% annual clip for the next 4 years and the stock would still trade at 25x forward sales in 2028. The current consensus target is for 2028 sales of $6.2 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2b42a5a08305251ed687690d2b4525cf\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"141\"/><span>Source: Seeking Alpha</span></p><p><strong>Snowflake</strong> (SNOW),<strong> Salesforce</strong> (CRM), and <strong>CrowdStrike</strong> (CRWD) are some examples of very successful software companies with stocks trading at rich valuations. All of these stocks trade below 25x forward sales, with Snowflake providing another grave warning of the negative outcomes of paying too rich a valuation multiple for a hot stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02b13e3a822053f9eb490cac81a32ab8\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"504\"/><span>Data by YCharts</span></p><p>Snowflake came public trading at 50x forward sales, with the stock surging to $400. Over 4 years later, one has to decide if the AI data stock is worth owning at $174 (down 55% over the period) still trading at 16x forward sales.</p><p>The really bad news for investors is that one can make the case for how Palantir could ultimately be worth the valuation of a Magnificent 7 stock in the future. However, the software companies above have market caps only in the $50 to $300 billion range. While software is an attractive business model with higher gross margins, software has limitations in market size and the ability to scale when reliant on enterprises and governments, especially in international locations.</p><p>If Palantir traded at 10x 2028 revenue targets of $6.2 billion, the stock would only have a market cap of $62 billion in 3 to 4 years. The stock would trade at $25 a few years from now, using the 2.46 billion shares outstanding and not factoring in any impact from higher share counts due to substantial stock-based compensation.</p><h2 id=\"id_1830845348\">Takeaway</h2><p>The key investor takeaway is that Palantir Technologies Inc. stock is extremely overvalued. The stock could easily run even higher, but the downside risk is even further.</p><p>Investors have plenty of examples of where a stock is either dead money for years, or the stock valuation gets crushed after a company misses estimates. The investment story ultimately comes down to one either losses a small amount over the coming years, or one loses all the gains of the last year. Neither outcome is very attractive.</p></body></html>","source":"lsy1728464409321","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: Long Way Down</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: Long Way Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-04 18:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4741896-palantir-long-way-down><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving...</p>\n\n<a href=\"https://seekingalpha.com/article/4741896-palantir-long-way-down\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4741896-palantir-long-way-down","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180472314","content_text":"SummaryPalantir Technologies Inc. is extremely overvalued, trading at 57x forward sales, with a market cap exceeding $150 billion despite modest revenue growth.The company's fundamentals are improving, but the current valuation is unsustainable, risking significant downside if growth stalls or estimates are missed.Multiple expansion has driven recent gains, but comparisons to Snowflake and Zoom highlight the potential for severe valuation contraction.Investors face the risk of either minimal returns or substantial losses over the coming years, making Palantir a precarious investment.I am Mark Holder (aka Stone Fox Capital), a CPA with degrees in Accounting and Finance. I attempt to uncover potential multibaggers while managing portfolio risk via diversification.Palantir Technologies, Inc. is a prime example of how a stock can trade at any price possible, whether a fraction of cash value or a huge multiple of sales. The stock market requires investors to figure out how to handle vastly different valuations, which currently is the case of an extreme overvaluation in Palantir. My investment thesis is extremely Bearish on the stock, which is reaching wildly expensive P/S ratios at $70.Finviz ChartLearn The ValuePalantir has soared the last couple of months, going from $30 to start September to over $70 to start December. The AI software company reported a big Q3 revenue beat of $22 million and sales growth accelerating to 30%. The stock has now gained over $70 billion in valuation on a minimal $22 million revenue beat.The business saw U.S. commercial sales soar 54% with accounts up 77%. The market definitely has a big reason to be excited about the future in AI.Palantir even announced the FedRAMP authorization to potentially boost sales to the U.S. government for secure cloud services. The U.S. govt. sector was lagging, but Q3 sales jumped 40% YoY to reach $320 million.An investor has every reason to be excited about the potential business opportunity. One can look at the current market cap topping $150 billion and extract how Palantir can eventually match the size of the Magnificent 7 stocks with market caps topping $1 trillion, but investors need to be careful here.Stocks only have 2 basic ways for gaining value: improving fundamentals or multiple expansion.Improving FundamentalsPalantir definitely falls into the category of improving fundamentals. The AI software company reported Q3 sales grew at a 30% clip, but the company only reached sales of $725 million.In a valuation multiple neutral scenario, the stock should rally at a similar 30% clip annually to match sales growth. The consensus analyst estimates have sales rising ~25% annually over the next couple of years.Investors also need to take a step back and realize the huge customer success is coming off a tiny base. Palantir only had 181 U.S. commercial customers last Q3, and the number is now 321.Source: Palantir Tech. Q3'24 presentationThe company grew sequential accounts by just 9% in Q3 '24 after growing at a 22% clip back during the December quarter. The net new accounts only grew by 26, which was down from the pace of 40+ accounts each quarter earlier this year when the AI software excitement started.Multiple ExpansionMost investors don't seem to understand the multiple expansion concept. The prime way to make a substantial amount of money in a stock over the short term is via multiple expansion.Multiple expansion occurs when investors feel the fundamentals of the company are improving to the point of rerating the valuation multiple assigned to the stock at a higher level. A stock can trade at a below-market multiple, and improving results can end up with the multiple expanding to a market multiple. Or, the market can decide a stock is worthy of a premium valuation, such as the case with Palantir.Palantir and Meta Platforms (META) are prime examples of how stocks can generate massive gains and end up in vastly different situations. Meta has rallied from below $100 to $610 in the past 2 years, with the stock only expanding the forward P/S multiple to just above 9x. Palantir has rallied from an already stretched multiple to reach 57x forward sales.Data by YChartsThe equation is even stranger when considering Meta is growing at a 20% clip, while Palantir only grew at a faster clip in the last quarter at 30%. Meta only trades at 23x EPS estimates, suggesting the stock isn't overvalued and investors can generate solid returns over time holding the stock. Palantir trades at over 140x 2025 EPS estimates, suggesting the stock would need years, upon years, to grow into this multiple.Palantir even faces the Zoom Video (ZM) scenario where all the gains are given back, especially if AI growth stalls. Zoom was off to the races during the COVID-19 shutdowns, with the stock reaching a market cap of $175 billion at the peak above $560 per share, while the sales forecasts hit $4 billion. The below chart doesn't provide the correct numbers due to the use of a TTM P/S ratio, but the chart does provide the scale and how multiple contraction occurs when sales growth normalizes.Data by YChartsPalantir definitely appears to have stronger long-term growth prospects than Zoom Video, but AI could end up being a gimmick, such as Covid shutdowns. The market could shift on a dime and the AI software company could end up trading at 5x forward sales, or the equivalent of somewhere below a $20 billion market cap based on 2025 sales of $3.5 billion.Dead MoneyThe company could actually grow sales at a 25% annual clip for the next 4 years and the stock would still trade at 25x forward sales in 2028. The current consensus target is for 2028 sales of $6.2 billion.Source: Seeking AlphaSnowflake (SNOW), Salesforce (CRM), and CrowdStrike (CRWD) are some examples of very successful software companies with stocks trading at rich valuations. All of these stocks trade below 25x forward sales, with Snowflake providing another grave warning of the negative outcomes of paying too rich a valuation multiple for a hot stock.Data by YChartsSnowflake came public trading at 50x forward sales, with the stock surging to $400. Over 4 years later, one has to decide if the AI data stock is worth owning at $174 (down 55% over the period) still trading at 16x forward sales.The really bad news for investors is that one can make the case for how Palantir could ultimately be worth the valuation of a Magnificent 7 stock in the future. However, the software companies above have market caps only in the $50 to $300 billion range. While software is an attractive business model with higher gross margins, software has limitations in market size and the ability to scale when reliant on enterprises and governments, especially in international locations.If Palantir traded at 10x 2028 revenue targets of $6.2 billion, the stock would only have a market cap of $62 billion in 3 to 4 years. The stock would trade at $25 a few years from now, using the 2.46 billion shares outstanding and not factoring in any impact from higher share counts due to substantial stock-based compensation.TakeawayThe key investor takeaway is that Palantir Technologies Inc. stock is extremely overvalued. The stock could easily run even higher, but the downside risk is even further.Investors have plenty of examples of where a stock is either dead money for years, or the stock valuation gets crushed after a company misses estimates. The investment story ultimately comes down to one either losses a small amount over the coming years, or one loses all the gains of the last year. Neither outcome is very attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377966438732080,"gmtCreate":1733319742729,"gmtModify":1733319747861,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; double up to 150 Buying more Accumulate&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; double up to 150 Buying more Accumulate&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ double up to 150 Buying more Accumulate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377966438732080","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377270206668888,"gmtCreate":1733129592622,"gmtModify":1733129597744,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Buying up. More buying. Uptrending.....","listText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Buying up. More buying. Uptrending.....","text":"$SingPost(S08.SI)$ Buying up. More buying. Uptrending.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377270206668888","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375313408889200,"gmtCreate":1732671536646,"gmtModify":1732671540529,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Buying up Trending up one dollar","listText":"<a href=\"https://ttm.financial/S/S08.SI\">$SingPost(S08.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Buying up Trending up one dollar","text":"$SingPost(S08.SI)$ Buying up Trending up one dollar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375313408889200","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375029681402048,"gmtCreate":1732586018890,"gmtModify":1732586023287,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> up Buying&nbsp;","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> up Buying&nbsp;","text":"$Intel(INTC)$ up Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375029681402048","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372391778689272,"gmtCreate":1731925080451,"gmtModify":1731925084980,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"Buying more Palantir","listText":"Buying more Palantir","text":"Buying more Palantir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372391778689272","repostId":"2484150754","repostType":2,"repost":{"id":"2484150754","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731896602,"share":"https://ttm.financial/m/news/2484150754?lang=&edition=fundamental","pubTime":"2024-11-18 10:23","market":"hk","language":"en","title":"Large Pension Doubled Palantir Stake, Bought Up Intel and CVS Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2484150754","media":"Dow Jones","summary":"One of the largest U.S. pensions recently made a big bet on two tech stocks and a healthcare company, slashing a position in a drug maker.The State of Michigan Retirement Systems doubled a stake in Palantir Technologies, bought up Intel stock, and increased a stake in CVS Health, while it significantly reduced an investment in Bristol Myers Squibb. The pension reported the stock trades, among others, in a form it filed with the Securities and Exchange Commission.State of Michigan Retirement Systems bought 548,400 Palantir shares in the third quarter to lift its investment to 1.06 million shares of the data-analytics firm. Palantir stock soared 117% in the first nine months of 2024, while the S&P 500 gained 21%. So far in the fourth quarter, shares are up 77%, while the index is up 2%.Earlier this month, Palantir reported strong third-quarter earnings and raised its forecast for revenue. Palantir stock was added to the S&P 500 in September, and could be added to the Nasdaq 100, after sw","content":"<html><head></head><body><p>One of the largest U.S. pensions recently made a big bet on two tech stocks and a healthcare company, slashing a position in a drug maker.</p><p>The State of Michigan Retirement Systems doubled a stake in <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>, bought up Intel stock, and increased a stake in <a href=\"https://laohu8.com/S/CVS\">CVS Health</a>, while it significantly reduced an investment in <a href=\"https://laohu8.com/S/BMY\">Bristol Myers Squibb</a>. The pension reported the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p>The pension declined to comment. With net assets of more than $108.8 billion, Michigan&#39;s pension is the 21st-largest in the U.S. by assets and the 49th largest in the world.</p><p>State of Michigan Retirement Systems bought 548,400 Palantir shares in the third quarter to lift its investment to 1.06 million shares of the data-analytics firm. Palantir stock soared 117% in the first nine months of 2024, while the S&amp;P 500 gained 21%. So far in the fourth quarter, shares are up 77%, while the index is up 2%.</p><p>Earlier this month, Palantir reported strong third-quarter earnings and raised its forecast for revenue. Palantir stock was added to the S&amp;P 500 in September, and could be added to the Nasdaq 100, after switching its listing to Nasdaq from the NYSE.</p><p>Intel stock was removed from the Dow Jones Industrial Average earlier this month, almost exactly 25 years after joining the index. Intel more than halved a stake in artificial-intelligence firm Astera Labs not too long before the AI company&#39;s shares soared more than 70%.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> shares dropped 53% in the first nine months of 2024. They are up 3.8% in the fourth quarter.</p><p>Michigan&#39;s pension bought 796,200 Intel shares to end the third quarter with 2.3 million.</p><p>The pension bought 1.2 million CVS shares to end the third quarter with 3.2 million.</p><p>CVS warned in mid-October that third-quarter earnings would be weak, saying that CEO Karen Lynch was leaving the role. David Joyner, who had been president of CVS Caremark, the company&#39;s pharmacy-benefit manager, has taken the job.</p><p>CVS shares rose after the presidential election because Donald Trump&#39;s victory was seen as potentially beneficial for its operations in Medicare Advantage plans, which the government funds for seniors.</p><p>CVS stock lost 20% in the first nine months of 2024. So far in the fourth quarter, shares are down 15%.</p><p>Bristol Myers stock was flat in the first nine months of the year. The shares are up 8.7% in the fourth quarter.</p><p>At the end of October, Bristol Myers reported strong third-quarter earnings, and lifted its financial forecasts. The stock got a lift this month after rival AbbVie reported disappointing results from a schizophrenia-drug trial.</p><p>The pension sold four million Bristol Myers shares to end the third quarter with 714,100.</p><p>Inside Scoop is a regular Barron&#39;s feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.</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>Large Pension Doubled Palantir Stake, Bought Up Intel and CVS 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\">\nLarge Pension Doubled Palantir Stake, Bought Up Intel and CVS Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-18 10:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>One of the largest U.S. pensions recently made a big bet on two tech stocks and a healthcare company, slashing a position in a drug maker.</p><p>The State of Michigan Retirement Systems doubled a stake in <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a>, bought up Intel stock, and increased a stake in <a href=\"https://laohu8.com/S/CVS\">CVS Health</a>, while it significantly reduced an investment in <a href=\"https://laohu8.com/S/BMY\">Bristol Myers Squibb</a>. The pension reported the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p>The pension declined to comment. With net assets of more than $108.8 billion, Michigan&#39;s pension is the 21st-largest in the U.S. by assets and the 49th largest in the world.</p><p>State of Michigan Retirement Systems bought 548,400 Palantir shares in the third quarter to lift its investment to 1.06 million shares of the data-analytics firm. Palantir stock soared 117% in the first nine months of 2024, while the S&amp;P 500 gained 21%. So far in the fourth quarter, shares are up 77%, while the index is up 2%.</p><p>Earlier this month, Palantir reported strong third-quarter earnings and raised its forecast for revenue. Palantir stock was added to the S&amp;P 500 in September, and could be added to the Nasdaq 100, after switching its listing to Nasdaq from the NYSE.</p><p>Intel stock was removed from the Dow Jones Industrial Average earlier this month, almost exactly 25 years after joining the index. Intel more than halved a stake in artificial-intelligence firm Astera Labs not too long before the AI company&#39;s shares soared more than 70%.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a> shares dropped 53% in the first nine months of 2024. They are up 3.8% in the fourth quarter.</p><p>Michigan&#39;s pension bought 796,200 Intel shares to end the third quarter with 2.3 million.</p><p>The pension bought 1.2 million CVS shares to end the third quarter with 3.2 million.</p><p>CVS warned in mid-October that third-quarter earnings would be weak, saying that CEO Karen Lynch was leaving the role. David Joyner, who had been president of CVS Caremark, the company&#39;s pharmacy-benefit manager, has taken the job.</p><p>CVS shares rose after the presidential election because Donald Trump&#39;s victory was seen as potentially beneficial for its operations in Medicare Advantage plans, which the government funds for seniors.</p><p>CVS stock lost 20% in the first nine months of 2024. So far in the fourth quarter, shares are down 15%.</p><p>Bristol Myers stock was flat in the first nine months of the year. The shares are up 8.7% in the fourth quarter.</p><p>At the end of October, Bristol Myers reported strong third-quarter earnings, and lifted its financial forecasts. The stock got a lift this month after rival AbbVie reported disappointing results from a schizophrenia-drug trial.</p><p>The pension sold four million Bristol Myers shares to end the third quarter with 714,100.</p><p>Inside Scoop is a regular Barron&#39;s feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0882574055.USD":"富达全球健康医疗A ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4581":"高盛持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","BK4504":"桥水持仓","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","BK4512":"苹果概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","CVS":"西维斯健康","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4529":"IDC概念","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","PLTR":"Palantir Technologies Inc.","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2242646821.SGD":"Fidelity Global Dividend Plus A-MINCOME(G)-SGD","BK4534":"瑞士信贷持仓","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU0237698245.USD":"富达环球地产基金A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4575":"芯片概念","BK4196":"保健护理服务","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","LU0985481810.HKD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (HKD) INC M","BK4527":"明星科技股","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4141":"半导体产品","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484150754","content_text":"One of the largest U.S. pensions recently made a big bet on two tech stocks and a healthcare company, slashing a position in a drug maker.The State of Michigan Retirement Systems doubled a stake in Palantir Technologies, bought up Intel stock, and increased a stake in CVS Health, while it significantly reduced an investment in Bristol Myers Squibb. The pension reported the stock trades, among others, in a form it filed with the Securities and Exchange Commission.The pension declined to comment. With net assets of more than $108.8 billion, Michigan's pension is the 21st-largest in the U.S. by assets and the 49th largest in the world.State of Michigan Retirement Systems bought 548,400 Palantir shares in the third quarter to lift its investment to 1.06 million shares of the data-analytics firm. Palantir stock soared 117% in the first nine months of 2024, while the S&P 500 gained 21%. So far in the fourth quarter, shares are up 77%, while the index is up 2%.Earlier this month, Palantir reported strong third-quarter earnings and raised its forecast for revenue. Palantir stock was added to the S&P 500 in September, and could be added to the Nasdaq 100, after switching its listing to Nasdaq from the NYSE.Intel stock was removed from the Dow Jones Industrial Average earlier this month, almost exactly 25 years after joining the index. Intel more than halved a stake in artificial-intelligence firm Astera Labs not too long before the AI company's shares soared more than 70%.Intel shares dropped 53% in the first nine months of 2024. They are up 3.8% in the fourth quarter.Michigan's pension bought 796,200 Intel shares to end the third quarter with 2.3 million.The pension bought 1.2 million CVS shares to end the third quarter with 3.2 million.CVS warned in mid-October that third-quarter earnings would be weak, saying that CEO Karen Lynch was leaving the role. David Joyner, who had been president of CVS Caremark, the company's pharmacy-benefit manager, has taken the job.CVS shares rose after the presidential election because Donald Trump's victory was seen as potentially beneficial for its operations in Medicare Advantage plans, which the government funds for seniors.CVS stock lost 20% in the first nine months of 2024. So far in the fourth quarter, shares are down 15%.Bristol Myers stock was flat in the first nine months of the year. The shares are up 8.7% in the fourth quarter.At the end of October, Bristol Myers reported strong third-quarter earnings, and lifted its financial forecasts. The stock got a lift this month after rival AbbVie reported disappointing results from a schizophrenia-drug trial.The pension sold four million Bristol Myers shares to end the third quarter with 714,100.Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":833716311,"gmtCreate":1629262512033,"gmtModify":1676529983624,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>strong buying","listText":"<a href=\"https://laohu8.com/S/BS6.SI\">$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$</a>strong buying","text":"$YANGZIJIANG SHIPBLDG HLDGS LTD(BS6.SI)$strong buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":63,"commentSize":26,"repostSize":1,"link":"https://ttm.financial/post/833716311","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087698744325360","authorId":"4087698744325360","name":"glorify","avatar":"https://static.tigerbbs.com/bb1a0d88b0029e6cb51d7065d6b143e5","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087698744325360","authorIdStr":"4087698744325360"},"content":"YZJ is a good stock. it has potential. strong buy! ???","text":"YZJ is a good stock. it has potential. strong buy! ???","html":"YZJ is a good stock. it has potential. strong buy! ???"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131048448,"gmtCreate":1621818567884,"gmtModify":1704362694504,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>as expected! Up trend to $15","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>as expected! Up trend to $15","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$as expected! Up trend to $15","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/131048448","isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"content":"Happy to see it going up!","text":"Happy to see it going up!","html":"Happy to see it going up!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139862615,"gmtCreate":1621607145937,"gmtModify":1704360499478,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buy tiger! Sell tesla!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buy tiger! Sell tesla!","text":"$Tiger Brokers(TIGR)$buy tiger! Sell tesla!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":23,"repostSize":0,"link":"https://ttm.financial/post/139862615","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":6,"crmLevelSwitch":1,"idStr":"3582175710040105","authorIdStr":"3582175710040105"},"content":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro.","text":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro.","html":"Agreement with@ Fishing for long-line fishI don't get why is there a need to be so rude when you are just suggesting not to issue order LOL. Respect others' opinion bro."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214177884717192,"gmtCreate":1693307970156,"gmtModify":1693307971908,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics(SENS)$ &nbsp;</a> Great buying&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SENS\">$Senseonics(SENS)$ &nbsp;</a> Great buying&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"$Senseonics(SENS)$ Great buying [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/214177884717192","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"content":"more buying [Miser] [Miser] [Miser] [Miser] [Miser]","text":"more buying [Miser] [Miser] [Miser] [Miser] [Miser]","html":"more buying [Miser] [Miser] [Miser] [Miser] [Miser]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382615487807488,"gmtCreate":1734420203986,"gmtModify":1734420207700,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"U sell&nbsp;we buy","listText":"U sell&nbsp;we buy","text":"U sell we buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382615487807488","repostId":"1128864584","repostType":4,"repost":{"id":"1128864584","kind":"news","pubTimestamp":1734416177,"share":"https://ttm.financial/m/news/1128864584?lang=&edition=fundamental","pubTime":"2024-12-17 14:16","market":"us","language":"en","title":"Nvidia: This Could Be The Top","url":"https://stock-news.laohu8.com/highlight/detail?id=1128864584","media":"Seeking Alpha","summary":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At","content":"<html><head></head><body><h2 id=\"id_1885097578\">Summary</h2><ul style=\"\"><li><p>A rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA&#39;s share price.</p></li><li><p>At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.</p></li><li><p>Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" alt=\"\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Nvidia Corporation </strong>(NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.</p><p>In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.</p><h2 id=\"id_3690589756\">Reality Fails To Meet Expectations</h2><p>The Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9d4491fd0ada5a07d412d888f3a9fae\" alt=\"Nvidia’s stock price\" title=\"Nvidia’s stock price\" tg-width=\"640\" tg-height=\"261\"/><span>Nvidia’s stock price</span></p><p>In Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.</p><p>The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.</p><p>Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.</p><p>The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.</p><p>Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.</p><p>All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.</p><p>The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.</p><h3 id=\"id_211129166\">The Intrinsic Value of Nvidia</h3><p>At the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.</p><p>In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.</p><p>The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6bea708b99e09c85b15fd4405208555\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"182\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><p>For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.</p><p>The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5c46e9d52e3bae0f74e46a337968e78d\" alt=\"Nvidia’s valuation model\" title=\"Nvidia’s valuation model\" tg-width=\"640\" tg-height=\"228\"/><span>Nvidia’s valuation model</span></p><p style=\"text-align: left;\"><strong>Nvidia’s valuation model (Bears of Wall Street)</strong></p><p></p><h3 id=\"id_4292459600\">Risks To Our Bearish Thesis</h3><p>Although we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.</p><p>The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.</p><h2 id=\"id_2596097235\">Final Thoughts</h2><p>Is Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.</p><p>Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.</p></body></html>","source":"lsy1728464409321","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>Nvidia: This Could Be The Top</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\">\nNvidia: This Could Be The Top\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 14:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At...</p>\n\n<a href=\"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4744616-nvidia-this-could-be-the-top","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128864584","content_text":"SummaryA rather tepid Nvidia Corporation forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline in NVDA's share price.At this point, Nvidia’s stock could be considered overvalued and overhyped at the same time.Nvidia remains a SELL for us, since we believe that its stock has more room to fall.Nvidia Corporation (NASDAQ:NVDA) stock is up 14% since we last covered it a couple of months ago, but also down 7% since the release of its Q3 earnings report last month. Although the earnings report was successful, the market is not satisfied with the guidance that the management announced.In our previous coverage on Nvidia, we said that the company’s stock is priced for perfection and the inability of the management to constantly increase the outlook significantly above the consensus could kill Nvidia’s momentum. That is precisely what is happening right now. We believe that because of the rising challenges that the company is facing, the future guidance for the upcoming quarters might disappoint as well and lead to a further depreciation of Nvidia’s share price.Reality Fails To Meet ExpectationsThe Q3 numbers themselves weren’t that bad. The revenues were up 93.6% Y/Y to $35.08 billion, above the consensus by nearly $2 billion. The bottom-line performance was also relatively good, as it was above the consensus as well. But because Nvidia was priced for perfection already, the relatively weak guidance killed the stock’s momentum, and the share price is currently on a downward trend.Nvidia’s stock priceIn Q4, the management expects Nvidia to make $37.5 billion in revenues, which is not that far away from the street consensus of $37.1 billion. Some analysts guided for the revenue goal of as high as $41 billion before the management’s outlook was released. But overall, the guidance mainly disappointed Wall Street and became one of the main reasons behind the latest depreciation. At the same time, Nvidia faces some major challenges that could prevent the company from aggressively increasing the outlook that could impress Wall Street in the upcoming quarters as well.The AI accelerators from the Blackwell series are currently one of the most talked about accelerators in the world, with an insane demand according to Nvidia’s management. However, some issues associated with them have already affected Nvidia’s release plans. In October, Blackwell encountered a design flaw that resulted in lower yield rates and delayed their shipping to first clients. Then last month, it was reported that Blackwell chips were overheating in servers.Although it appears that those issues have now been fixed and the ramp-up of Blackwell is expected in Q4, Nvidia’s guidance suggests that revenue of $37.5 billion for the upcoming quarter will translate to a Q/Q growth rate of only 7%. This might indicate that despite all the hype surrounding Blackwell, the AI chip buying cycle could be coming off the peak right now. That doesn’t mean that the growth will disappear. However, the growth rate itself should normalize and the aggressive double and triple-digit revenue growth rate that fueled the rise of Nvidia’s stock could become a thing of the past.The ramp-up of Blackwell in the upcoming quarters is also expected to affect Nvidia’s margins and could result in a poorer bottom-line performance. The gross margins are expected to decline to the low 70s, and the margin pressure could persist throughout the first part of FY26. This creates additional pressure on Nvidia, as Blackwell needs to perform well for the company to not release another relatively disappointing guidance that further kills the stock of its momentum. Considering that the networking revenues were down sequentially in Q3, and the gaming revenues in Q4 are expected to be down sequentially as well, Nvidia’s upside could be limited in the foreseeable future if Blackwell doesn’t perform well.Nvidia also faces additional pressure from hyperscalers, who at the same time are its major clients. They are currently in the middle of designing their own AI chips for their data centers, which over time could undermine Nvidia’s dominant position in the AI accelerator market. We already know that Amazon (AMZN) is working with Intel (INTC) to produce a fabric AI chip, while Apple (AAPL) recently confirmed that it now also uses Amazon’s custom AI chips. Other companies like Microsoft (MSFT), Meta Platforms (META), Google (GOOGL, GOOG), Tesla (TSLA) and OpenAI are also in the middle of designing their own AI chips and could become direct competitors of Nvidia over time.All of those developments make us question Nvidia’s market capitalization of $3.4 trillion. The whole generative AI market is not expected to generate as much revenue over the following years. Thus, it doesn’t make a lot of sense for Nvidia to be worth so much today, given the number of issues that it faces.The geopolitical issues are also not going anywhere away. The implementation of Trump’s protectionist tariff policy next year could damage global growth, which could result in lower demand for AI chips since businesses could be forced to hoard resources in the face of macroeconomic uncertainty. Nvidia already suffers from the ongoing chip war between China and the United States, as its revenues in China are currently below historically high levels due to chip export restrictions. An uncertain macro environment will only make it harder for it to aggressively increase its outlook to satisfy the market’s needs.The Intrinsic Value of NvidiaAt the current market price, we also believe that Nvidia is overvalued. Our valuation model from the previous article showed that Nvidia’s intrinsic value is $79.33 per share. Since Nvidia released a new outlook last month, we decided to update our model and make several revisions.In the model, we decrease Nvidia’s effective tax rate from 21% to 15%. The 15% is closer to Nvidia’s current rate, and there’s a possibility that the standard corporate tax rate in the United States will be decreased under the Trump administration. The perpetual growth rate remains at 3%, and our valuation model forecasts Nvidia’s performance for the next five years. The long-term debt and cash data have been taken from the latest earnings report, and we update this model when Nvidia is trading at $134.25 per share.The discount rate in our valuation model is 9.84%. We figured it out by calculating Nvidia’s after-tax cost of debt and cost of equity. To figure out the cost of debt, we mostly used Nvidia’s TTM data. To figure out the cost of equity, we used the risk-free rate of 4.40%, beta of 1.66, and the market-return rate of 7.69%. We then weighted Nvidia’s debt and equity to arrive at the discount rate.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)For the forecast table below, we updated the sales growth rate, which is now similar to the overall expectations for the next couple of years. As the table shows, we expect a normalization of the sales growth rate in the following years. The EBIT rate remained the same as before and is similar to the current TTM rate. The tax rate was decreased, and the bottom part of the forecast table mostly remained the same.The assumptions in our forecast table helped us to figure out Nvidia’s enterprise value, which in our case is $2.23 trillion. We then added cash and subtracted debt to arrive at the equity value of $2.26 trillion. Thereafter, we divided Nvidia’s equity value by the number of its outstanding shares and figured out that Nvidia’s intrinsic value is $91.20 per share. The lower tax rate in this updated model is one of the main reasons why the intrinsic value has been higher in comparison to our previous model. However, under the new assumptions, Nvidia’s stock is overvalued by around 32%.Nvidia’s valuation modelNvidia’s valuation model (Bears of Wall Street)Risks To Our Bearish ThesisAlthough we believe that Nvidia’s stock has likely reached its top for now, there are still a couple of potential developments that can undermine our bearish outlook for the company. While we are unlikely to see an aggressive Y/Y growth of sales in the future since the base for comparison has been significantly raised in the last year and a half, that doesn’t mean that the growth will stop. Since there’s a possibility that a chip shortage could last for the next couple of years, there’s a potential that the demand for AI chips will remain for a while. This could result in sales that are higher than the current consensus once the production of Blackwell is ramped up. This could push Nvidia’s stock price higher, like it was a year ago, even if the Y/Y growth rate won’t be as impressive as before.The macro risks could also be overblown, and there’s a possibility that the American economy will grow next year despite the geopolitical uncertainty. This could result in a boost in demand for AI chips and also lead to the growth of Nvidia’s share price.Final ThoughtsIs Nvidia a great business? Yes. Will it continue to grow for years to come? Most likely yes. But the biggest issue at this point is that the rate at which Nvidia is growing is unlikely to be as impressive as before. We believe that a rather tepid forecast for Q4, which failed to meet Wall Street’s relatively high expectations, is one of the main reasons behind the recent decline of Nvidia’s share price.Considering that the stock is already overvalued while challenges for Nvidia continue to increase, it would be tough for the stock to continue to trade at the current relatively high multiples. That is why Nvidia remains a SELL for us, since we believe that its stock has more room to fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119545674,"gmtCreate":1622556620998,"gmtModify":1704186283373,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>sell n profit!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>sell n profit!","text":"$Tiger Brokers(TIGR)$sell n profit!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/119545674","isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"content":"if you short sell, you are going to regret it. take care","text":"if you short sell, you are going to regret it. take care","html":"if you short sell, you are going to regret it. take care"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895498492,"gmtCreate":1628762951316,"gmtModify":1676529846041,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up today to 18.3","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>up today to 18.3","text":"$Tiger Brokers(TIGR)$up today to 18.3","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/895498492","isVote":1,"tweetType":1,"viewCount":2216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571149964024608","authorId":"3571149964024608","name":"Kingvect","avatar":"https://static.tigerbbs.com/da838815e20279e45c29d95e07bdb79a","crmLevel":4,"crmLevelSwitch":1,"idStr":"3571149964024608","authorIdStr":"3571149964024608"},"content":"so? now so many competitors, it won't go back to 30 plus that soon...unless they do something about it.","text":"so? now so many competitors, it won't go back to 30 plus that soon...unless they do something about it.","html":"so? now so many competitors, it won't go back to 30 plus that soon...unless they do something about it."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806297102,"gmtCreate":1627656537606,"gmtModify":1703494299761,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buying time","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buying time","text":"$Tiger Brokers(TIGR)$buying time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/806297102","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180782226,"gmtCreate":1623227367165,"gmtModify":1704198763910,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>issue price lower than current price! Sell n profit first! Hahaha!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>issue price lower than current price! Sell n profit first! Hahaha!","text":"$Tiger Brokers(TIGR)$issue price lower than current price! Sell n profit first! Hahaha!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":20,"repostSize":0,"link":"https://ttm.financial/post/180782226","isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"content":"even in Singapore, placement price is issued at not more than 10 percent last traded price or volume weighted average price. go read the listing rules if you do not understand","text":"even in Singapore, placement price is issued at not more than 10 percent last traded price or volume weighted average price. go read the listing rules if you do not understand","html":"even in Singapore, placement price is issued at not more than 10 percent last traded price or volume weighted average price. go read the listing rules if you do not understand"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943358806,"gmtCreate":1679180326905,"gmtModify":1679180331274,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":39,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943358806","repostId":"2320584107","repostType":4,"repost":{"id":"2320584107","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1679186631,"share":"https://ttm.financial/m/news/2320584107?lang=&edition=fundamental","pubTime":"2023-03-19 08:43","market":"us","language":"en","title":"What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2320584107","media":"Dow Jones","summary":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors","content":"<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&amp;P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</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>What It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike</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\">\nWhat It May Take to Calm Banking Sector Jitters: Time, and a Fed Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-19 08:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston Partners</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bac59bb2b41ad9f787574330ce399463\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Investors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.</span></p><p>First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.</p><p>U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.</p><p>“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.</p><p>“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.</p><p>“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”</p><p>Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.</p><p>Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.</p><h2>Fear of unknown risks</h2><p>Wild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.</p><p>“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.</p><p>Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.</p><p>He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”</p><p>Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.</p><p>Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.</p><p>Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.</p><p>“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.</p><p>“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”</p><p>Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.</p><p>It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.</p><p>“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”</p><p>The Dow Jones Industrial Average shed 384 points Friday, the S&amp;P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD",".SPX":"S&P 500 Index","LU1861217088.USD":"贝莱德金融科技A2","BK4585":"ETF&股票定投概念","SBNY":"签字银行","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4588":"碎股",".IXIC":"NASDAQ Composite","BK4548":"巴美列捷福持仓",".DJI":"道琼斯","BK4211":"区域性银行","BK4552":"Archegos爆仓风波概念","BK4589":"SVB概念","BK4118":"综合性资本市场"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320584107","content_text":"‘What does the Fed do next week if they don’t hike rates?’ asks Mullaney at Boston PartnersInvestors remain on edge about potential additional cracks in the U.S. banking system, a day after the biggest American banks injected $30 billion into First Republic. Here’s what investors want to know.First Republic Bank’s $30 billion injection from America’s biggest banks to help shore up confidence in the California-based lender and the overall U.S. banking system isn’t yet a mission accomplished.U.S. stocks continued to slide on Friday, with shares of financials under sharp pressure overall, but with shares of First Republic down 33.8%, or 81% on the year so far, according to FactSet.“I think one of the reasons why First Republic is down today has nothing to do with the fact that people are still concerned about if it is going to go under,” said Mark Stoeckle, CEO and senior portfolio manager at Adams Funds.“Investors are trying to wrap their heads around what it means for its business model and for earnings,” Stoeckle said, particularly with lenders and other financial institutions forced to recalibrate in the wake of the Federal Reserve’s aggressive pace of interest rate hikes.“We are only a week into this,” Stoeckle said. “What it’s going to take is time.”Higher rates have resulted in some $620 billion of unrealized losses at U.S. banks, as “safe,” low-coupon Treasury and agency mortgage securities from 2020 and 2021 have eroded in value as yields have risen.Another factor has been depositors migrating cash into today’s higher yielding Treasurys for income, including the 2-year about a week ago hit 5%, before it pulled back to 3.8%.Fear of unknown risksWild swings in bank stocks this week and in Treasury yields,as well as jitters about whether the Federal Reserve will keep raising its policy interest rate had investors navigating one of the worst weeks of volatility since the 2008 global financial crisis.“Many market participants have only experienced a systemic credit crunch once in their professional careers, and the ghost of the financial crisis and the Covid-19 market meltdown are their only historical comparisons,” said Steven Ricchiuto, U.S. chief economist at Mizuho Securities, in a Friday note.Ricchiuto cautioned against being “too hasty to draw parallels,” but also said it doesn’t mean there are “no real consequences” in financial markets following the failures of Silicon Valley Bank and Signature Bank, and emergency funding this week obtained by Credit Suisse and First Republic.He expects liquidity in the system to be reduced, consolidation in the banking system and for banks to clean up “their balance sheets of bad assets while raising additional capital.”Mike Mullaney, director of global market research at Boston Partners, said investors also will be keeping a close eye on how much banks end up relying on Fed facilities for liquidity.Borrowing at the Fed’s discount window rose to $153 billion in the past week through Wednesday, an record high, “but below 2009 levels as a share of aggregate U.S. bank deposits,” according to BofA Global.Another $11.9 billion was borrowed through a new Bank Term Funding Program rolled out about a week ago by the central bank.“There’s no question there’s been an increase in borrowing at the discount window, but most of that is the Federal Deposit Insurance Corp.,” Mullaney said, adding that’s likely related to their takeover of recently failed banks.“The wild card is the unknown,” Mullaney said. “We just don’t know if there are other SVBs lurking out there.”Another source of anxiety is what the Fed will do with interest rates at its meeting next week on March 21-22.It has been a volatile for traders in fed funds futures, but as of Friday, they were pricing in about a 70% chance of a 25 basis point hike to the Fed’s policy rate to a 4.75%-5% range.“I will say this, the important question is: What does the Fed do next week if they don’t hike rates,” Mullaney said. “What’s the message they send if they don’t? To me, it means basically panic mode, and investors are going to be running out of what they deem a burning building.”The Dow Jones Industrial Average shed 384 points Friday, the S&P 500 index fell 1.1% and the Nasdaq Composite Index dropped 0.7%, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904776414,"gmtCreate":1660101056540,"gmtModify":1703477942943,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"Sell","listText":"Sell","text":"Sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904776414","repostId":"2258257550","repostType":4,"repost":{"id":"2258257550","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660095786,"share":"https://ttm.financial/m/news/2258257550?lang=&edition=fundamental","pubTime":"2022-08-10 09:43","market":"us","language":"en","title":"Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2258257550","media":"Reuters","summary":"Aug 9  - Tesla IncChief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the ","content":"<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</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>Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-10 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258257550","content_text":"Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration's climate bill that aims to lift the cap on tax credits for electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097012150,"gmtCreate":1645260341158,"gmtModify":1676534014325,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>dipping again with so&nbsp;many selling down","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>dipping again with so&nbsp;many selling down","text":"$Palantir Technologies Inc.(PLTR)$dipping again with so many selling down","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097012150","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":2,"crmLevelSwitch":1,"idStr":"3580625969745490","authorIdStr":"3580625969745490"},"content":"I foresee after the long holidays... Tuesday market it will hit $9+++","text":"I foresee after the long holidays... Tuesday market it will hit $9+++","html":"I foresee after the long holidays... Tuesday market it will hit $9+++"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888343078,"gmtCreate":1631444861594,"gmtModify":1676530549358,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>if u didnt sell n profit, it back to low again. Hahaha","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>if u didnt sell n profit, it back to low again. Hahaha","text":"$Tiger Brokers(TIGR)$if u didnt sell n profit, it back to low again. Hahaha","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":17,"repostSize":0,"link":"https://ttm.financial/post/888343078","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091891386414570","authorId":"4091891386414570","name":"Michane","avatar":"https://static.tigerbbs.com/e34d5ed60a80aa56ff9a8771c943602c","crmLevel":4,"crmLevelSwitch":1,"idStr":"4091891386414570","authorIdStr":"4091891386414570"},"content":"It should rise depending on the re-opening of the market [bullish]","text":"It should rise depending on the re-opening of the market [bullish]","html":"It should rise depending on the re-opening of the market [bullish]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378830810,"gmtCreate":1619014384230,"gmtModify":1704718343266,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buy buy buy$$$$$ uptrend to $21","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>buy buy buy$$$$$ uptrend to $21","text":"$Tiger Brokers(TIGR)$buy buy buy$$$$$ uptrend to $21","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":16,"repostSize":0,"link":"https://ttm.financial/post/378830810","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373631566,"gmtCreate":1618841938555,"gmtModify":1704715740862,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>trending down to $16, sell n profit$$$$$ before no profit$$$$&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>trending down to $16, sell n profit$$$$$ before no profit$$$$&nbsp;","text":"$Tiger Brokers(TIGR)$trending down to $16, sell n profit$$$$$ before no profit$$$$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/373631566","isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568243672870243","authorId":"3568243672870243","name":"ElvaDeng","avatar":"https://static.tigerbbs.com/cb7b05c4c8cab4e616cd24d85ef2c49b","crmLevel":4,"crmLevelSwitch":0,"idStr":"3568243672870243","authorIdStr":"3568243672870243"},"content":"Isn't it 20?","text":"Isn't it 20?","html":"Isn't it 20?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190047592755472,"gmtCreate":1687423862792,"gmtModify":1687423866070,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishBullishBullishBullish Start of bull trend up","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishBullishBullishBullish Start of bull trend up","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$ BullishBullishBullishBullishBullishBullishBullish Start of bull trend up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190047592755472","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575426937784230","authorId":"3575426937784230","name":"MaxGain","avatar":"https://static.tigerbbs.com/1e7ec5528a5a65cfeab0826428adcb08","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575426937784230","authorIdStr":"3575426937784230"},"content":"The SGX bull just got it balls ripped out by the BEAR. 😂 Further drops and pain coming. Below 8 is coming.","text":"The SGX bull just got it balls ripped out by the BEAR. 😂 Further drops and pain coming. Below 8 is coming.","html":"The SGX bull just got it balls ripped out by the BEAR. 😂 Further drops and pain coming. Below 8 is coming."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195005416198376,"gmtCreate":1688616454516,"gmtModify":1688616457231,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishBullishBullishBullish Buying&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$Seatrium(S51.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>BullishBullishBullishBullishBullishBullishBullish Buying&nbsp;","text":"$Seatrium(S51.SI)$ BullishBullishBullishBullishBullishBullishBullish Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195005416198376","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132148485,"gmtCreate":1622077567047,"gmtModify":1704178963195,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574547619690492","authorIdStr":"3574547619690492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>sell, downtrend!","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>sell, downtrend!","text":"$SHENG SIONG GROUP LTD(OV8.SI)$sell, downtrend!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":13,"repostSize":0,"link":"https://ttm.financial/post/132148485","isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567110964642792","authorId":"3567110964642792","name":"Sinjinling","avatar":"https://static.tigerbbs.com/936eb96b6a7f33b202c242a44dbbb6b0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3567110964642792","authorIdStr":"3567110964642792"},"content":"$1.5 buy again","text":"$1.5 buy again","html":"$1.5 buy again"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}