Quicklearner personal page - To The Moon

Quicklearner

No personal profile

5Follow

0Followers

0Topic

0Badge

05-04

👌

Palantir Q1 Preview: Artificial Intelligence Platform Is Taking Off

05-02

👍

Palantir: Still Tons Of Upside

04-17

👌

Palantir Stock’s Explosive Growth: The AI-Powered Titan You Can’t Afford to Ignore

04-13

👌

Palantir Is My Top AI Stock to Buy Now. Here's Why

04-03

🙏

SoFi Stock Rises 4% As Needham Analyst Rates the Stock a Buy Rating

04-03

👍

SoFi Stock Bull Sees 'Long-Term Winner' in Digital Lending -- Barrons.com

04-01

👍

Palantir Secures $9.8M Contract From Defense Information Systems Agency

03-22

👍

Assessing Palantir: Between Premium Valuation And Potential Growth

03-21

👌

Palantir: Many Reasons To Keep Holding On

03-14

👌

Palantir CEO Blasts Short Sellers

03-12

👍

Can Palantir Stock Join the "Magnificent Seven" and the $1 Trillion Club?

03-11

👍

Should You Buy Palantir Stock Now or Wait for a Dip?

03-08

👍👍

Cathie Wood Sells $13.15M Worth Of Coinbase Shares — Shops For Palantir Stock Instead

03-08

👍

Palantir Stock | One Big Reason They Keep Surging

03-08

👍

Palantir Rises As Wedbush Bumps Price Target After AIPCon

03-07

👍

The Potential Catalyst Positioning Palantir Stock to Double by 2026

03-06

👍

Sorry, the original content has been removed

03-01

👍

Array Technologies Full Year 2023 Earnings: Beats Expectations

02-29

👌👍

No Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher

02-26

🙏

Palantir Just Might Be the Best AI Stock to Buy. Here's Why

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3574936639222161","uuid":"3574936639222161","gmtCreate":1611842615864,"gmtModify":1611842615864,"name":"Quicklearner","pinyin":"quicklearner","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":5,"tweetSize":487,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.13","exceedPercentage":"60.13%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.24","exceedPercentage":"80.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":302232543756320,"gmtCreate":1714803263703,"gmtModify":1714803266771,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302232543756320","repostId":"2432971919","repostType":4,"repost":{"id":"2432971919","kind":"highlight","pubTimestamp":1714790134,"share":"https://ttm.financial/m/news/2432971919?lang=&edition=fundamental","pubTime":"2024-05-04 10:35","market":"us","language":"en","title":"Palantir Q1 Preview: Artificial Intelligence Platform Is Taking Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2432971919","media":"seekingalpha","summary":"Palantir's Artificial Intelligence Platform (AIP) workshops have been successful in generating revenue and accelerating adoption of their technology.I believe the upcoming earnings report is expected ","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir&#39;s Artificial Intelligence Platform (AIP) workshops have been successful in generating revenue and accelerating adoption of their technology.</p></li><li><p>I believe the upcoming earnings report is expected to show continued growth for Palantir, driven by the increasing demand for AIP and their Foundry software.</p></li><li><p>The company&#39;s approach of showcasing AIP&#39;s capabilities through workshops and customer conferences has been highly effective in acquiring new customers and expanding their client base.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95202dd360fe2d92557e11396b247e64\" alt=\"Michael Vi\" title=\"Michael Vi\" tg-width=\"750\" tg-height=\"505\"/><span>Michael Vi</span></p><h2 id=\"id_4157214424\">Investment Thesis</h2><p>Heading into this earnings report, I believe Palantir continues to represent a strong buy. In order to sell their Artificial Intelligence Platform (AIP) technology, PLTR has been running demo workshops for their potential clients. PLTR has ran over 560 AIP workshops across 465 organizations. Each workshop, if successful, delivers a price tag of around $1 million each.</p><p>These workshops typically last 10 hrs to 3 days and allow customers to learn firsthand how to utilize their new foundry technology to fit their needs. By allowing consumers to understand the application of AIP and how it could directly benefit them, I believe the demand for this product will drastically grow. As more companies utilize this new technology, I predict Palantir’s AIP product will undergo strong network effects, further accelerating adoption. In fact, the effects from these workshops can already be seen, helping boost the company&#39;s commercial revenue streams to over $1 billion over the last twelve months.</p><h2 id=\"id_3600727303\">Why Am I Doing Coverage?</h2><p>Back in February most recently I covered Palantir and their possible inclusion in the S&amp;P 500, but considering the coming earnings report on May 6th, I feel it is necessary to revisit this company. Since the last time I reported on them, Palantir has fallen 5.41%. Based on their developments in their AIP Foundry sector, and the implication of workshops, I am eager to hear what they have to report on.</p><h2 id=\"id_1158877384\">Earnings Preview</h2><p>I believe that Palantir Technologies (PLTR) is poised for continued growth, driven by the rapid adoption of their Artificial Intelligence Platform (AIP) and the increasing demand for their Foundry software. Analysts estimate Palantir&#39;s revenue to grow by 17.61% year-over-year in Q1 2024, reaching $617.69 million, with an EPS consensus estimate of $0.08, representing a 52.24% growth from the previous year.</p><p>To recap from last quarter, the company&#39;s Q4 2023 earnings call highlighted the accelerating momentum of AIP adoption, particularly in the US commercial sector, where revenue grew 70% year-over-year. CEO Alex Karp emphasized the company&#39;s commitment to showcasing AIP&#39;s capabilities through intensive &#34;bootcamp&#34; sessions (the workshops I mentioned above), where Palantir demonstrates the operational value of their software to prospective customers. So far this has shown to be successful for Palantir, as Ryan Taylor stated in the Q4 2023 earnings call:</p><blockquote><p>We are deploying AIP to implement hundreds of real tangible use cases in production for our customers. One boot camp attendee remarked, &#34;What your team did in just two days was incredible. We can already think of 100 use cases for this.” -Q4 earnings call</p></blockquote><p>This approach is something that I haven&#39;t seen much of from Palantir’s competitors, resulting in a surge of new customer acquisitions and expansions for the burgeoning technology giant.</p><p>To help power this, Palantir hosted their third AIPCon enterprise conference back in March, which allowed clients to showcase their successful implementation of AIP and Foundry. By doing so, PLTR was able to reveal their platform&#39;s real-world impact. This level of customer engagement and transparency is rare in the industry, meaning that when a company does this, I believe it truly demonstrates their confidence behind their product.</p><p>For the upcoming earnings call, I will be looking for an even more widespread adoption of their AIP solutions, based on the success seen so far from these workshops and their customer conference. I will be looking for more examples (like on their last call) on how many customers actually have now signed up for or gone through an AIP pilot program. Last quarter the growth was powerful. I expect that trend to continue in this one as well.</p><h2 id=\"id_724772209\">AIP Makes Disciples of Software</h2><p>I want to focus on their AIPCon conference in March, as I think this conference shows the heart of the new Palantir story (and why I think growth is set to accelerate). Like I mentioned below, this conference involved enterprise customers coming to Palantir and showing other potential Palantir customers how they can use the same software to power their business. I think this is incredible. It&#39;s hard to get businesses to divulge their trade secrets and operating strategies. Yet, they see AIP as so powerful of a tool they want to boast about it. I think this strategy is something that is incredibly hard to pull off unless the product is truly game changing. By creating a space for current users to discuss their own experiences of the AIP technology, Palantir pretty much creates the best advertising they could dream of.</p><p>This conference not only appeals to Palantir from a marketing perspective, but also has an excess demand coming from potential clients. Their most recent conference was oversubscribed, so much so that they created a waitlist and a live-stream featured on their YouTube channel. As stated in the Q4 earnings call:</p><blockquote><p>...we’re limiting the number of people who come. It’s like a rock concert</p><p>-Q4 earnings call</p></blockquote><p>This excess demand extends to their bootcamps as well. Not only is this occurring at the conferences run by Palantir, but their clients have begun running their own AIP Bootcamps for new possible Palantir clients. Wow. Let me emphasize that again:</p><p>Customers of Palantir are promoting their software to other potential customers. They would only do this (I believe) if they thought AIP was life changing for the companies. That’s why I call them disciples.</p><h2 id=\"id_2133916705\">Valuation</h2><p>Since I covered Palantir in February of this year, most of my valuation analysis has remained the same. To review, in my previous article, I discussed how I believe diving into the healthcare sector will be the driving force behind PLTR’s inclusion in the S&amp;P 500 this year. I mentioned how there is about $1trillion of opportunity in the Generative AI healthcare sector, and if PLTR was able to capture 1% of this ($10 billion), their market cap upside would be sitting at about $28.30 billion (10 billion times a sector median price to sales multiple at the time of 2.83), thus leading to about a 53% share price increase. Looking even farther back, in November I wrote another piece on Palantir covering the collaboration with NATO defense, to which I estimated the marginal market cap gain opportunity from that to be about $52 billion.</p><p>Why is this important?</p><p>My previous valuations are examples of just some of the markets Palantir is able to capture through their new AI technologies. Based on the approach discussed in this article, if continued, their AIP workshops could dramatically grow their client base, including companies in markets like healthcare, which possess a great amount of potential revenue gain.</p><p>Now looking at AIP more specifically, in the most recent earnings call, PLTR stated that they have conducted 560 AIP workshops across 465 organizations. Comparing this to the Q3 earnings call, the number of organizations they have conducted workshops for has grown by 325 from 140 to 465. If growth were to plateau from here they would be conducting workshops for 1860 organizations annually (465/quarter). But, assuming they do more pilots per quarter than the quarter before that (keep in mind they have AIP disciples now so I think there is a chance for exponential spread) I think there could be around 3250 companies that could get an AIP demo this fiscal year alone.</p><p>As mentioned in the Q4 earnings call, PLTR in Q4 alone has closed 103 deals over $1 million (Alex Karp has pegged previous AIP engagements at $1 million each). Using this math, out of the 465 organizations they have worked with, there was an approximate success rate of about 24%.</p><p>Assuming this close rate also remains constant, PLTR will close 780 unaccounted deals in the coming year (24% of 3250), adding up to $780 million in additional revenue.</p><p>Assuming these growth rates hold true, and applying these numbers to the current Price to sale multiple (FWD) of 18.38, I believe the marginal increase in market cap could be a little over $14.34 billion, or 29.11% marginal upside from here just on AIP opportunities.</p><p>However, as I mentioned in my follow-up coverage section, Palantir stock has not yet priced-in what I believe to be the other opportunities they have. Taking into account my predicted marginal increase in market cap from these AIP workshops, along with the market cap from my previous articles on Palantir, I believe their total market cap is estimated to be a little under $95 billion or about 92% upside from here.</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>SOTP Breakdown</strong></p></td><td style=\"text-align:left;\"><p><strong>Marginal Market Cap Analysis</strong></p></td></tr><tr><td style=\"text-align:left;\"><p>Healthcare Sector</p></td><td style=\"text-align:left;\"><p>$28.3 billion</p></td></tr><tr><td style=\"text-align:left;\"><p>NATO Defense</p></td><td style=\"text-align:left;\"><p>$52 billion</p></td></tr><tr><td style=\"text-align:left;\"><p>AIP Workshops</p></td><td style=\"text-align:left;\"><p>$14.2 billion</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Total</strong></p></td><td style=\"text-align:left;\"><p><strong>&gt;= $94.64 billion</strong></p></td></tr></tbody></table><h3 id=\"id_1847541875\">Why I Think This Is Not Priced In</h3><p>Palantir first introduced AIP mid-way through 2023, and the bootcamps/workshops weren’t implemented until later that year. This means that the concept of AIP bootcamps is still fairly new.</p><p>When looking at Palantir’s Market PEG Non-GAAP (FWD) value, it sits at 1.52, which is considerably lower than the sector median of 1.85. This indicates that despite the growing popularity of their AIP technology, the market is under-appreciating Palantir’s opportunity for growth because the Price to earnings growth ratio is below average. This opportunity for growth was addressed during the Q4 2024 earnings call by Ryan Taylor, as he stated:</p><blockquote><p>AIP and bootcamps are accelerating our business, particularly in US commercial, where fourth quarter revenue grew 70% year-over-year, evidencing a significantly expanding addressable Market -Q4 Call</p></blockquote><p>Despite the statements made by Palantir executives and the growth in AIP bootcamps, the market doesn&#39;t even view Palantir as an average company, it views them as below average on a PEG ratio. Considering the progress made in the last year I think this is an underestimate of the company&#39;s future.</p><h2 id=\"id_4023216124\">Risk To Thesis</h2><p>With the widespread production and adoption of AI solutions we are all seeing, many are calling this an AI boom. Because of the rapid increase in AI innovation and adoption, an article by the Washington Post warns that this may slow down and companies are getting ahead of themselves. This concern applies to Palantir AIP technology. While this could be the case in the future for Palantir directly, I do not see this being an issue in the near future.</p><p>Just last week, Microsoft CFO Amy Hood stated that their customers were requesting more cloud space for their AI technologies, but they were struggling to provide this. This excess demand indicates that companies are still utilizing AI solutions at an accelerating rate. If the AI boom was coming to a close, this increasing demand for innovation and AI adoption would not be seen.</p><h2 id=\"id_998161781\">Bottom Line</h2><p>As we approach Palantir&#39;s upcoming earnings report on May 6th after the bell, taking into account their progress and strategic initiatives, I believe they have themselves up to continue as a strong buy. The deployment of their Artificial Intelligence Platform (AIP) and their &#34;bootcamp&#34; workshops have greatly contributed to their revenue growth. These workshops have allowed clients to understand how this technology works and how it can be directly beneficial to them.</p><p>Given the company&#39;s recent performance, the potential rewards of investing in Palantir more than justify the associated risks due to the consistent growth in AIP workshop engagement and their closing rate. Despite their recent underperformance and the fear of the AI boom coming to an end, I feel confident Palantir has a promising future ahead.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Q1 Preview: Artificial Intelligence Platform Is Taking Off</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 Q1 Preview: Artificial Intelligence Platform Is Taking Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-04 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4689008-palantir-q1-preview-aip-is-taking-off><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's Artificial Intelligence Platform (AIP) workshops have been successful in generating revenue and accelerating adoption of their technology.I believe the upcoming earnings report is expected ...</p>\n\n<a href=\"https://seekingalpha.com/article/4689008-palantir-q1-preview-aip-is-taking-off\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK7014":"住宅建筑","PLTR":"Palantir Technologies Inc.","BK4543":"AI","BK4588":"碎股","BK4097":"系统软件","BK4547":"WSB热门概念","BK4023":"应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念"},"source_url":"https://seekingalpha.com/article/4689008-palantir-q1-preview-aip-is-taking-off","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2432971919","content_text":"Palantir's Artificial Intelligence Platform (AIP) workshops have been successful in generating revenue and accelerating adoption of their technology.I believe the upcoming earnings report is expected to show continued growth for Palantir, driven by the increasing demand for AIP and their Foundry software.The company's approach of showcasing AIP's capabilities through workshops and customer conferences has been highly effective in acquiring new customers and expanding their client base.Michael ViInvestment ThesisHeading into this earnings report, I believe Palantir continues to represent a strong buy. In order to sell their Artificial Intelligence Platform (AIP) technology, PLTR has been running demo workshops for their potential clients. PLTR has ran over 560 AIP workshops across 465 organizations. Each workshop, if successful, delivers a price tag of around $1 million each.These workshops typically last 10 hrs to 3 days and allow customers to learn firsthand how to utilize their new foundry technology to fit their needs. By allowing consumers to understand the application of AIP and how it could directly benefit them, I believe the demand for this product will drastically grow. As more companies utilize this new technology, I predict Palantir’s AIP product will undergo strong network effects, further accelerating adoption. In fact, the effects from these workshops can already be seen, helping boost the company's commercial revenue streams to over $1 billion over the last twelve months.Why Am I Doing Coverage?Back in February most recently I covered Palantir and their possible inclusion in the S&P 500, but considering the coming earnings report on May 6th, I feel it is necessary to revisit this company. Since the last time I reported on them, Palantir has fallen 5.41%. Based on their developments in their AIP Foundry sector, and the implication of workshops, I am eager to hear what they have to report on.Earnings PreviewI believe that Palantir Technologies (PLTR) is poised for continued growth, driven by the rapid adoption of their Artificial Intelligence Platform (AIP) and the increasing demand for their Foundry software. Analysts estimate Palantir's revenue to grow by 17.61% year-over-year in Q1 2024, reaching $617.69 million, with an EPS consensus estimate of $0.08, representing a 52.24% growth from the previous year.To recap from last quarter, the company's Q4 2023 earnings call highlighted the accelerating momentum of AIP adoption, particularly in the US commercial sector, where revenue grew 70% year-over-year. CEO Alex Karp emphasized the company's commitment to showcasing AIP's capabilities through intensive \"bootcamp\" sessions (the workshops I mentioned above), where Palantir demonstrates the operational value of their software to prospective customers. So far this has shown to be successful for Palantir, as Ryan Taylor stated in the Q4 2023 earnings call:We are deploying AIP to implement hundreds of real tangible use cases in production for our customers. One boot camp attendee remarked, \"What your team did in just two days was incredible. We can already think of 100 use cases for this.” -Q4 earnings callThis approach is something that I haven't seen much of from Palantir’s competitors, resulting in a surge of new customer acquisitions and expansions for the burgeoning technology giant.To help power this, Palantir hosted their third AIPCon enterprise conference back in March, which allowed clients to showcase their successful implementation of AIP and Foundry. By doing so, PLTR was able to reveal their platform's real-world impact. This level of customer engagement and transparency is rare in the industry, meaning that when a company does this, I believe it truly demonstrates their confidence behind their product.For the upcoming earnings call, I will be looking for an even more widespread adoption of their AIP solutions, based on the success seen so far from these workshops and their customer conference. I will be looking for more examples (like on their last call) on how many customers actually have now signed up for or gone through an AIP pilot program. Last quarter the growth was powerful. I expect that trend to continue in this one as well.AIP Makes Disciples of SoftwareI want to focus on their AIPCon conference in March, as I think this conference shows the heart of the new Palantir story (and why I think growth is set to accelerate). Like I mentioned below, this conference involved enterprise customers coming to Palantir and showing other potential Palantir customers how they can use the same software to power their business. I think this is incredible. It's hard to get businesses to divulge their trade secrets and operating strategies. Yet, they see AIP as so powerful of a tool they want to boast about it. I think this strategy is something that is incredibly hard to pull off unless the product is truly game changing. By creating a space for current users to discuss their own experiences of the AIP technology, Palantir pretty much creates the best advertising they could dream of.This conference not only appeals to Palantir from a marketing perspective, but also has an excess demand coming from potential clients. Their most recent conference was oversubscribed, so much so that they created a waitlist and a live-stream featured on their YouTube channel. As stated in the Q4 earnings call:...we’re limiting the number of people who come. It’s like a rock concert-Q4 earnings callThis excess demand extends to their bootcamps as well. Not only is this occurring at the conferences run by Palantir, but their clients have begun running their own AIP Bootcamps for new possible Palantir clients. Wow. Let me emphasize that again:Customers of Palantir are promoting their software to other potential customers. They would only do this (I believe) if they thought AIP was life changing for the companies. That’s why I call them disciples.ValuationSince I covered Palantir in February of this year, most of my valuation analysis has remained the same. To review, in my previous article, I discussed how I believe diving into the healthcare sector will be the driving force behind PLTR’s inclusion in the S&P 500 this year. I mentioned how there is about $1trillion of opportunity in the Generative AI healthcare sector, and if PLTR was able to capture 1% of this ($10 billion), their market cap upside would be sitting at about $28.30 billion (10 billion times a sector median price to sales multiple at the time of 2.83), thus leading to about a 53% share price increase. Looking even farther back, in November I wrote another piece on Palantir covering the collaboration with NATO defense, to which I estimated the marginal market cap gain opportunity from that to be about $52 billion.Why is this important?My previous valuations are examples of just some of the markets Palantir is able to capture through their new AI technologies. Based on the approach discussed in this article, if continued, their AIP workshops could dramatically grow their client base, including companies in markets like healthcare, which possess a great amount of potential revenue gain.Now looking at AIP more specifically, in the most recent earnings call, PLTR stated that they have conducted 560 AIP workshops across 465 organizations. Comparing this to the Q3 earnings call, the number of organizations they have conducted workshops for has grown by 325 from 140 to 465. If growth were to plateau from here they would be conducting workshops for 1860 organizations annually (465/quarter). But, assuming they do more pilots per quarter than the quarter before that (keep in mind they have AIP disciples now so I think there is a chance for exponential spread) I think there could be around 3250 companies that could get an AIP demo this fiscal year alone.As mentioned in the Q4 earnings call, PLTR in Q4 alone has closed 103 deals over $1 million (Alex Karp has pegged previous AIP engagements at $1 million each). Using this math, out of the 465 organizations they have worked with, there was an approximate success rate of about 24%.Assuming this close rate also remains constant, PLTR will close 780 unaccounted deals in the coming year (24% of 3250), adding up to $780 million in additional revenue.Assuming these growth rates hold true, and applying these numbers to the current Price to sale multiple (FWD) of 18.38, I believe the marginal increase in market cap could be a little over $14.34 billion, or 29.11% marginal upside from here just on AIP opportunities.However, as I mentioned in my follow-up coverage section, Palantir stock has not yet priced-in what I believe to be the other opportunities they have. Taking into account my predicted marginal increase in market cap from these AIP workshops, along with the market cap from my previous articles on Palantir, I believe their total market cap is estimated to be a little under $95 billion or about 92% upside from here.SOTP BreakdownMarginal Market Cap AnalysisHealthcare Sector$28.3 billionNATO Defense$52 billionAIP Workshops$14.2 billionTotal>= $94.64 billionWhy I Think This Is Not Priced InPalantir first introduced AIP mid-way through 2023, and the bootcamps/workshops weren’t implemented until later that year. This means that the concept of AIP bootcamps is still fairly new.When looking at Palantir’s Market PEG Non-GAAP (FWD) value, it sits at 1.52, which is considerably lower than the sector median of 1.85. This indicates that despite the growing popularity of their AIP technology, the market is under-appreciating Palantir’s opportunity for growth because the Price to earnings growth ratio is below average. This opportunity for growth was addressed during the Q4 2024 earnings call by Ryan Taylor, as he stated:AIP and bootcamps are accelerating our business, particularly in US commercial, where fourth quarter revenue grew 70% year-over-year, evidencing a significantly expanding addressable Market -Q4 CallDespite the statements made by Palantir executives and the growth in AIP bootcamps, the market doesn't even view Palantir as an average company, it views them as below average on a PEG ratio. Considering the progress made in the last year I think this is an underestimate of the company's future.Risk To ThesisWith the widespread production and adoption of AI solutions we are all seeing, many are calling this an AI boom. Because of the rapid increase in AI innovation and adoption, an article by the Washington Post warns that this may slow down and companies are getting ahead of themselves. This concern applies to Palantir AIP technology. While this could be the case in the future for Palantir directly, I do not see this being an issue in the near future.Just last week, Microsoft CFO Amy Hood stated that their customers were requesting more cloud space for their AI technologies, but they were struggling to provide this. This excess demand indicates that companies are still utilizing AI solutions at an accelerating rate. If the AI boom was coming to a close, this increasing demand for innovation and AI adoption would not be seen.Bottom LineAs we approach Palantir's upcoming earnings report on May 6th after the bell, taking into account their progress and strategic initiatives, I believe they have themselves up to continue as a strong buy. The deployment of their Artificial Intelligence Platform (AIP) and their \"bootcamp\" workshops have greatly contributed to their revenue growth. These workshops have allowed clients to understand how this technology works and how it can be directly beneficial to them.Given the company's recent performance, the potential rewards of investing in Palantir more than justify the associated risks due to the consistent growth in AIP workshop engagement and their closing rate. Despite their recent underperformance and the fear of the AI boom coming to an end, I feel confident Palantir has a promising future ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301520206581832,"gmtCreate":1714632846295,"gmtModify":1714632849511,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301520206581832","repostId":"2432247975","repostType":4,"repost":{"id":"2432247975","kind":"highlight","pubTimestamp":1714629600,"share":"https://ttm.financial/m/news/2432247975?lang=&edition=fundamental","pubTime":"2024-05-02 14:00","market":"us","language":"en","title":"Palantir: Still Tons Of Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2432247975","media":"Seeking Alpha","summary":"Palantir's stock is up 13% since our bullish call in November, in line with the S&P 500, but we think there's still potential for the stock to double by 2027.The company's strong financial performance","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir&#39;s stock is up 13% since our bullish call in November, in line with the S&amp;P 500, but we think there&#39;s still potential for the stock to double by 2027.</p></li><li><p>The company&#39;s strong financial performance, growth potential, and potentially durable premium valuation support this outlook.</p></li><li><p>Recent developments, such as strong Q4 earnings and accelerating sales growth, further reinforce the positive story for Palantir.</p></li><li><p>As Operating Margins continue to improve and AI demand drives results, we think organic financial growth could send shares to $50, assuming a stable sales multiple.</p></li><li><p>We re-iterate our &#39;Strong Buy&#39; rating on the stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"hapabapa\" title=\"hapabapa\" tg-width=\"750\" tg-height=\"500\"/><span>hapabapa</span></p><p>Last November, we penned an article titled: &#34;<strong>Palantir: $50 Per Share Is Not Unreasonable</strong>&#34; (NYSE:PLTR).</p><p>In it, we covered the company and talked about how we think that the stock could increase to $50 per share in the coming years, assuming stable revenue trends, reduced dilution, and a stable multiple, all of which seemed like reasonable expectations at the time.</p><p>Fast forward to now, and the stock is up 13% from our &#39;Buy&#39; rating, in line with the S&amp;P 500 growth over that period.</p><p>However, while the overall market appears to be richly valued at present, we still think that there is a clear path for PLTR shares to double by 2027.</p><p>Today, we wanted to re-visit PLTR, discuss recent developments with the stock, and explain why we believe that the company has a lot of remaining upside in the tank.</p><p>Sound good?</p><p>Let&#39;s dive in.</p><h2 id=\"id_4005617593\">Our Palantir Thesis</h2><p>In case you didn&#39;t read our initial article, here&#39;s a few quick points to catch you up with our general thinking when it comes to Palantir:</p><ol start=\"1\" style=\"\"><li><p><strong>Strong Financial Performance:</strong> Palantir boasts a strong financial profile. The company recently turned their first ever profit, and top and bottom-line results continue to grow year-over-year. Management also appears to be doing a good job at controlling expenses. This financial health positions PLTR well for future growth, especially when you consider the general lack of debt &amp; liabilities on the balance sheet.</p></li><li><p><strong>Growth Potential:</strong> If you look at the Total Addressable Market, Palantir is still in the early stages of saturating end markets, particularly in its commercial business. Their new Artificial Intelligence Platform (AIP) is a valuable addition to their product suite, and their high Net Revenue Retention (above 100%) shows that customer continue to trust and spend more with the company.</p></li><li><p><strong>A Potentially Enduring Premium Valuation:</strong> Finally, while nominally &#39;expensive&#39; when compared vs. the market as a whole, the company trades in-line with other high-growth peers. Looking back, other companies like <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (NOW) had a similar valuation and growth profile to Palantir. Shares in those companies increased substantially after becoming materially profitable, keeping the expensive-looking top line premium. We expect the same thing could happen here.</p></li></ol><p>So, to summarize; PLTR enjoys stable financial footing, a strong growth profile, and a premium valuation that we think could endure over time as the company continues to execute.</p><h2 id=\"id_3756434319\">Recent Developments With Palantir</h2><p>In February, the company released its Q4 earnings report, which solidified a lot of our aforementioned beliefs about the company.</p><p>The company came in line on EPS, but beat on top line sales, growing revenue nearly 20% YoY:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40dad03b14a462bd10ac0e11a335cb63\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"369\"/><span>Seeking Alpha</span></p><p>This top line growth near 20% actually represents a re-acceleration of new sales, as previous quarters had come in closer to the mid-teens YoY growth mark.</p><p>Why the re-acceleration? A bump in commercial revenue growth, which came in at 32% YoY, as discussed by management on the recent conference call:</p><blockquote><p>Our commercial business surpassed $1 billion in revenue over the last 12 months, a noteworthy milestone. And our fourth quarter commercial revenue grew 32% year-over-year.</p><p>AIP and bootcamps are accelerating our business, particularly in US commercial, where fourth quarter revenue grew 70% year-over-year, evidencing a significantly expanding addressable market. In October, we set a goal of executing 500 AIP bootcamps within one year. We have already blown that goal out of the water, having completed more than 560 bootcamps across 465 organizations to-date.</p><p>...</p><p><strong>I&#39;ve never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.</strong></p></blockquote><p>This is incredibly bullish, and it shows how the recent trends surrounding AI are powering further product adoption for PLTR.</p><p>Thus, the growth story in PLTR, in our minds, remains strong as U.S. corporates and foreign commercials continue to pour resources into improving their organizational decision making &amp; data frameworks.</p><p>On the bottom line, operating results continue to improve rapidly, and in Q4 PLTR was able to notch an operating margin of nearly 11%, a record for the company:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ce6c0515f1176176bc8b14de53a5c4ad\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"171\"/><span>Seeking Alpha</span></p><p>This shows that PLTR has strong operating leverage within the business, as a relatively fixed cost base recedes against the backdrop of increasing top line sales. This should lead to an even stronger financial position, from which the company can invest in other high IRR projects.</p><p>This also shows that the company may be able to slow down its share dilution and use cash to comp high-performing employees, as opposed to printing shares as has been required in the past. This should lead to improved share supply and demand dynamics.</p><p>Overall, we&#39;re happy with the performance and profile of the business, which appears healthy and growing.</p><h2 id=\"id_1061988380\">Palantir&#39;s Upcoming Q1 Earnings</h2><p>Looking ahead, PLTR is set to report earnings in about a week, on May 6th.</p><p>Right now, the company is expected to produce $0.08 in EPS, along with $617 million in top line sales:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8d2108e02666e8a2588618509512515\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"257\"/><span>Seeking Alpha</span></p><p>Looking more closely, we think these estimates are conservative, especially when you consider how quickly the company&#39;s QoQ margins are improving. From Q3 to Q4, PLTR saw a 700-basis point jump in operating margins, which caused operating income to grow from $40 million to $65 million in one quarter. Given the largely recurring nature of PLTR&#39;s business, it would appear as though more gains are likely in store here, which should lead to a beat, in our book, on the EPS front.</p><p>We&#39;re also encouraged by the 7 positive EPS revisions put out by analysts over the last 3 months, which shows continued optimism on the institutional end. As time has passed and analysts have conducted channel checks, it&#39;s clear that there&#39;s positive momentum for PLTR&#39;s products.</p><p>We&#39;re expecting a continuation of PLTR&#39;s recent, strong results when Q2 comes out in a week.</p><h2 id=\"id_1218928463\">Value</h2><p>This is all great, but ultimately, it matters little if it doesn&#39;t affect the stock.</p><p>So - in our view, what is the stock worth?</p><p>Well, it depends on how you slice it, but as we mentioned before, we see shares on a path to $50 by 2027. Why 2027? In short, because, right now, the stock is trading at an expensive-looking TTM sales multiple of 21x:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/276e6c568e37478b33d2dbe111e0098c\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"555\"/><span>Seeking Alpha</span></p><p>In fact, on almost all metrics, the valuation would seem to suggest that there&#39;s very limited multiple upside for shares at current prices.</p><p>And, in our mind, that is true.</p><p>However, if the multiples simply stay stable, then the interim growth could lead to massive gains on an organic basis, without requiring further multiple expansion in the stock.</p><p>If PLTR&#39;s sales keep growing at 20%+ over the next few years, then we end up with Revenue, FY27 at around $5 billion:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bac3679214ff0d865149aa8fa9027f09\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"264\"/><span>Seeking Alpha</span></p><p>Sure, right now, that represents a 10x revenue multiple, but if the multiple stays where it is, then it indicates that the company could be worth &gt;$100 billion by that point. This works out to a share price of $50 or above.</p><p>This, again, is our base case scenario - it incorporates average analyst estimates.</p><p>The real key here is whether or not the valuation can remain above 20x.</p><p>We believe it can. Looking at other high-growth, secure-revenue businesses like NOW, ANET, PANW, and others, it would appear as though companies with premium earnings profiles can sustain high sales multiples as they scale, which has led to some excellent returns over time:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db0b214028b836313866e5fdbba5f502\" alt=\"ServiceNow (TradingView)\" title=\"ServiceNow (TradingView)\" tg-width=\"640\" tg-height=\"404\"/><span>ServiceNow (TradingView)</span></p><p>Plus, with margin momentum and room to expand operating profits even further, there&#39;s room for investor sentiment to actually improve as well, which should buoy the multiple in the face of any potential macro-driven headwinds.</p><p>Overall, we think the stock could see significant growth in coming years on the back of strong organic growth and stable multiple tailwinds.</p><h2 id=\"id_3173655956\">Risks</h2><p>That said, there are some risks to our thesis. The stock, right now, is expensive, there&#39;s no denying that. The market is giving the company a lot of credit for the AI business driver, as well as the strong growth profile combined with an apparent inflection point on unit profitability.</p><p>However, if results falter, or slow down in any way, then it&#39;s easy to see the stock getting hit substantially.</p><p>We think this appears unlikely, given how the company has been able to execute its way to where it is now, but bumps could send the stock reeling, simply due to its super-premium multiple.</p><p>The earnings report in a week is an event that could create these types of bumps, so be sure to keep your eyes peeled for risks as they crop up.</p><p>That said, zooming out, any bumps are likely to be short term, due to the strength and market position of PLTR&#39;s product suite, so any significant dips could be seen as an opportunity to purchase the stock with a better margin of safety.</p><h2 id=\"id_3967959601\">Summary</h2><p>All in all, while there are some risks associated with purchasing PLTR stock &#39;up here&#39; (in terms of the multiple), we think that PLTR&#39;s significant, B2B AI tailwinds, strong financial footing, and continued opportunities for growth should propel the stock towards $50 per share over time.</p><p>Thus, we re-iterate our &#39;Strong Buy&#39; rating on PLTR.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Still Tons Of Upside</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: Still Tons Of Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-02 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4687866-palantir-still-tons-of-upside><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's stock is up 13% since our bullish call in November, in line with the S&P 500, but we think there's still potential for the stock to double by 2027.The company's strong financial performance...</p>\n\n<a href=\"https://seekingalpha.com/article/4687866-palantir-still-tons-of-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","BK4550":"红杉资本持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4503":"景林资产持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4097":"系统软件","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4547":"WSB热门概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4581":"高盛持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","PLTR":"Palantir Technologies Inc.","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4528":"SaaS概念","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4023":"应用软件","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://seekingalpha.com/article/4687866-palantir-still-tons-of-upside","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2432247975","content_text":"Palantir's stock is up 13% since our bullish call in November, in line with the S&P 500, but we think there's still potential for the stock to double by 2027.The company's strong financial performance, growth potential, and potentially durable premium valuation support this outlook.Recent developments, such as strong Q4 earnings and accelerating sales growth, further reinforce the positive story for Palantir.As Operating Margins continue to improve and AI demand drives results, we think organic financial growth could send shares to $50, assuming a stable sales multiple.We re-iterate our 'Strong Buy' rating on the stock.hapabapaLast November, we penned an article titled: \"Palantir: $50 Per Share Is Not Unreasonable\" (NYSE:PLTR).In it, we covered the company and talked about how we think that the stock could increase to $50 per share in the coming years, assuming stable revenue trends, reduced dilution, and a stable multiple, all of which seemed like reasonable expectations at the time.Fast forward to now, and the stock is up 13% from our 'Buy' rating, in line with the S&P 500 growth over that period.However, while the overall market appears to be richly valued at present, we still think that there is a clear path for PLTR shares to double by 2027.Today, we wanted to re-visit PLTR, discuss recent developments with the stock, and explain why we believe that the company has a lot of remaining upside in the tank.Sound good?Let's dive in.Our Palantir ThesisIn case you didn't read our initial article, here's a few quick points to catch you up with our general thinking when it comes to Palantir:Strong Financial Performance: Palantir boasts a strong financial profile. The company recently turned their first ever profit, and top and bottom-line results continue to grow year-over-year. Management also appears to be doing a good job at controlling expenses. This financial health positions PLTR well for future growth, especially when you consider the general lack of debt & liabilities on the balance sheet.Growth Potential: If you look at the Total Addressable Market, Palantir is still in the early stages of saturating end markets, particularly in its commercial business. Their new Artificial Intelligence Platform (AIP) is a valuable addition to their product suite, and their high Net Revenue Retention (above 100%) shows that customer continue to trust and spend more with the company.A Potentially Enduring Premium Valuation: Finally, while nominally 'expensive' when compared vs. the market as a whole, the company trades in-line with other high-growth peers. Looking back, other companies like ServiceNow (NOW) had a similar valuation and growth profile to Palantir. Shares in those companies increased substantially after becoming materially profitable, keeping the expensive-looking top line premium. We expect the same thing could happen here.So, to summarize; PLTR enjoys stable financial footing, a strong growth profile, and a premium valuation that we think could endure over time as the company continues to execute.Recent Developments With PalantirIn February, the company released its Q4 earnings report, which solidified a lot of our aforementioned beliefs about the company.The company came in line on EPS, but beat on top line sales, growing revenue nearly 20% YoY:Seeking AlphaThis top line growth near 20% actually represents a re-acceleration of new sales, as previous quarters had come in closer to the mid-teens YoY growth mark.Why the re-acceleration? A bump in commercial revenue growth, which came in at 32% YoY, as discussed by management on the recent conference call:Our commercial business surpassed $1 billion in revenue over the last 12 months, a noteworthy milestone. And our fourth quarter commercial revenue grew 32% year-over-year.AIP and bootcamps are accelerating our business, particularly in US commercial, where fourth quarter revenue grew 70% year-over-year, evidencing a significantly expanding addressable market. In October, we set a goal of executing 500 AIP bootcamps within one year. We have already blown that goal out of the water, having completed more than 560 bootcamps across 465 organizations to-date....I've never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.This is incredibly bullish, and it shows how the recent trends surrounding AI are powering further product adoption for PLTR.Thus, the growth story in PLTR, in our minds, remains strong as U.S. corporates and foreign commercials continue to pour resources into improving their organizational decision making & data frameworks.On the bottom line, operating results continue to improve rapidly, and in Q4 PLTR was able to notch an operating margin of nearly 11%, a record for the company:Seeking AlphaThis shows that PLTR has strong operating leverage within the business, as a relatively fixed cost base recedes against the backdrop of increasing top line sales. This should lead to an even stronger financial position, from which the company can invest in other high IRR projects.This also shows that the company may be able to slow down its share dilution and use cash to comp high-performing employees, as opposed to printing shares as has been required in the past. This should lead to improved share supply and demand dynamics.Overall, we're happy with the performance and profile of the business, which appears healthy and growing.Palantir's Upcoming Q1 EarningsLooking ahead, PLTR is set to report earnings in about a week, on May 6th.Right now, the company is expected to produce $0.08 in EPS, along with $617 million in top line sales:Seeking AlphaLooking more closely, we think these estimates are conservative, especially when you consider how quickly the company's QoQ margins are improving. From Q3 to Q4, PLTR saw a 700-basis point jump in operating margins, which caused operating income to grow from $40 million to $65 million in one quarter. Given the largely recurring nature of PLTR's business, it would appear as though more gains are likely in store here, which should lead to a beat, in our book, on the EPS front.We're also encouraged by the 7 positive EPS revisions put out by analysts over the last 3 months, which shows continued optimism on the institutional end. As time has passed and analysts have conducted channel checks, it's clear that there's positive momentum for PLTR's products.We're expecting a continuation of PLTR's recent, strong results when Q2 comes out in a week.ValueThis is all great, but ultimately, it matters little if it doesn't affect the stock.So - in our view, what is the stock worth?Well, it depends on how you slice it, but as we mentioned before, we see shares on a path to $50 by 2027. Why 2027? In short, because, right now, the stock is trading at an expensive-looking TTM sales multiple of 21x:Seeking AlphaIn fact, on almost all metrics, the valuation would seem to suggest that there's very limited multiple upside for shares at current prices.And, in our mind, that is true.However, if the multiples simply stay stable, then the interim growth could lead to massive gains on an organic basis, without requiring further multiple expansion in the stock.If PLTR's sales keep growing at 20%+ over the next few years, then we end up with Revenue, FY27 at around $5 billion:Seeking AlphaSure, right now, that represents a 10x revenue multiple, but if the multiple stays where it is, then it indicates that the company could be worth >$100 billion by that point. This works out to a share price of $50 or above.This, again, is our base case scenario - it incorporates average analyst estimates.The real key here is whether or not the valuation can remain above 20x.We believe it can. Looking at other high-growth, secure-revenue businesses like NOW, ANET, PANW, and others, it would appear as though companies with premium earnings profiles can sustain high sales multiples as they scale, which has led to some excellent returns over time:ServiceNow (TradingView)Plus, with margin momentum and room to expand operating profits even further, there's room for investor sentiment to actually improve as well, which should buoy the multiple in the face of any potential macro-driven headwinds.Overall, we think the stock could see significant growth in coming years on the back of strong organic growth and stable multiple tailwinds.RisksThat said, there are some risks to our thesis. The stock, right now, is expensive, there's no denying that. The market is giving the company a lot of credit for the AI business driver, as well as the strong growth profile combined with an apparent inflection point on unit profitability.However, if results falter, or slow down in any way, then it's easy to see the stock getting hit substantially.We think this appears unlikely, given how the company has been able to execute its way to where it is now, but bumps could send the stock reeling, simply due to its super-premium multiple.The earnings report in a week is an event that could create these types of bumps, so be sure to keep your eyes peeled for risks as they crop up.That said, zooming out, any bumps are likely to be short term, due to the strength and market position of PLTR's product suite, so any significant dips could be seen as an opportunity to purchase the stock with a better margin of safety.SummaryAll in all, while there are some risks associated with purchasing PLTR stock 'up here' (in terms of the multiple), we think that PLTR's significant, B2B AI tailwinds, strong financial footing, and continued opportunities for growth should propel the stock towards $50 per share over time.Thus, we re-iterate our 'Strong Buy' rating on PLTR.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296256144490624,"gmtCreate":1713365774693,"gmtModify":1713365777574,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296256144490624","repostId":"2428034319","repostType":4,"repost":{"id":"2428034319","kind":"highlight","pubTimestamp":1713363149,"share":"https://ttm.financial/m/news/2428034319?lang=&edition=fundamental","pubTime":"2024-04-17 22:12","market":"us","language":"en","title":"Palantir Stock’s Explosive Growth: The AI-Powered Titan You Can’t Afford to Ignore","url":"https://stock-news.laohu8.com/highlight/detail?id=2428034319","media":"InvestorPlace","summary":"Here are a couple key catalysts investors may want to keep on their radar when it comes to investing in PLTR stock right now.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> stock made a big move to start the year, but has started losing momentum of late.</p></li><li><p>Still up roughly 35% since the start of the year, the company remains a top AI stock wroth watching.</p></li><li><p>Here are a couple key catalysts investors may want to keep on their radar when it comes to Palantir.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a56a0fcc7815b31aae43e84cb195d715\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Mamun sheikh K / Shutterstock.com</p><p>In 2023, Palantir stock saw an incredible improvement in sentiment around its business model. The rise of AI-related stocks was on, and PLTR stock took off, increasing by 18%. This rally continued into this year, with Palantir stock surging another 32% on a year-to-date basis alone.</p><p>The company has seen its AI-related tailwinds materialize on its earnings report, with the company’s Q4 report in February showing strong traction. Commercial clients are now adopting its AI platform, and other collaborations are boosting the company’s outlook among investors.</p><p>Here’s more on why sentiment around Palantir stock remains so bullish, and my take on whether this stock is a buy right now.</p><h2 id=\"id_2484999684\">Cloud Footprint from Oracle Will Boost PLTR</h2><p>Palantir and Oracle announced a collaboration to offer secure cloud and AI solutions for global businesses and governments. Palantir’s Foundry, Gotham, and AIP platforms are now accessible via Oracle’s cloud infrastructure. Palantir’s AIP has seen high demand, with boot camps demonstrating the benefits of AI integration. This has contributed over 70% year-over-year in U.S revenue.</p><p>Notably, this collaboration with the Oracle was one of the key reasons Palantir’s business increased 25% year-over-year, surpassing some big-named rivals. With a $10 billion budget, Oracle plans to expand its data center capacity, enhancing Palantir’s opportunities. This partnership should benefit from the anticipated 36% annualized growth rate in AI-related cloud offerings, boosting both companies in their search for growth.</p><h2 id=\"id_1964423012\">Partnership with Hyundai</h2><p>The mine’s expenses surged from $2.27 billion to almost $2.93 billion due to increased engineering costs, union labor agreements, and housing construction for workers. U.S. regulations allocate funds for processing facilities, not mining. With GM’s $650 million investment, the loan will fund the initial phase.</p><p>HD Hyundai announced its partnership with Palantir, aiming to merge Avikus’s autonomous navigation software with Palantir’s AI mission autonomy tech. Palantir, known for serving major clients like the U.S. Department of Defense, brings extensive experience, including collaborations with Lockheed Martin. </p><p>Joo Won-ho, head of HD Hyundai’s naval particular ship unit, expressed confidence in HD Hyundai’s ability to pioneer the USV market through their joint technological advancements.</p><h2 id=\"id_3041155239\">PLTR Stock Still Looks Like a Buy</h2><p>Palantir’s AI-powered commercial growth is evident. With expanded AI solutions, revenue and earnings acceleration is likely. Analysts predict a 22% revenue increase to $2.71 billion. The Oracle partnership may spur faster growth, potentially surpassing expectations and driving further stock gains.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock’s Explosive Growth: The AI-Powered Titan You Can’t Afford to Ignore</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock’s Explosive Growth: The AI-Powered Titan You Can’t Afford to Ignore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/palantir-stocks-explosive-growth-the-ai-powered-titan-you-cant-afford-to-ignore/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir  stock made a big move to start the year, but has started losing momentum of late.Still up roughly 35% since the start of the year, the company remains a top AI stock wroth watching.Here are ...</p>\n\n<a href=\"https://investorplace.com/2024/04/palantir-stocks-explosive-growth-the-ai-powered-titan-you-cant-afford-to-ignore/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4538":"云计算","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4588":"碎股","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4097":"系统软件","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4516":"特朗普概念","BK4528":"SaaS概念","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"https://investorplace.com/2024/04/palantir-stocks-explosive-growth-the-ai-powered-titan-you-cant-afford-to-ignore/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428034319","content_text":"Palantir  stock made a big move to start the year, but has started losing momentum of late.Still up roughly 35% since the start of the year, the company remains a top AI stock wroth watching.Here are a couple key catalysts investors may want to keep on their radar when it comes to Palantir.Source: Mamun sheikh K / Shutterstock.comIn 2023, Palantir stock saw an incredible improvement in sentiment around its business model. The rise of AI-related stocks was on, and PLTR stock took off, increasing by 18%. This rally continued into this year, with Palantir stock surging another 32% on a year-to-date basis alone.The company has seen its AI-related tailwinds materialize on its earnings report, with the company’s Q4 report in February showing strong traction. Commercial clients are now adopting its AI platform, and other collaborations are boosting the company’s outlook among investors.Here’s more on why sentiment around Palantir stock remains so bullish, and my take on whether this stock is a buy right now.Cloud Footprint from Oracle Will Boost PLTRPalantir and Oracle announced a collaboration to offer secure cloud and AI solutions for global businesses and governments. Palantir’s Foundry, Gotham, and AIP platforms are now accessible via Oracle’s cloud infrastructure. Palantir’s AIP has seen high demand, with boot camps demonstrating the benefits of AI integration. This has contributed over 70% year-over-year in U.S revenue.Notably, this collaboration with the Oracle was one of the key reasons Palantir’s business increased 25% year-over-year, surpassing some big-named rivals. With a $10 billion budget, Oracle plans to expand its data center capacity, enhancing Palantir’s opportunities. This partnership should benefit from the anticipated 36% annualized growth rate in AI-related cloud offerings, boosting both companies in their search for growth.Partnership with HyundaiThe mine’s expenses surged from $2.27 billion to almost $2.93 billion due to increased engineering costs, union labor agreements, and housing construction for workers. U.S. regulations allocate funds for processing facilities, not mining. With GM’s $650 million investment, the loan will fund the initial phase.HD Hyundai announced its partnership with Palantir, aiming to merge Avikus’s autonomous navigation software with Palantir’s AI mission autonomy tech. Palantir, known for serving major clients like the U.S. Department of Defense, brings extensive experience, including collaborations with Lockheed Martin. Joo Won-ho, head of HD Hyundai’s naval particular ship unit, expressed confidence in HD Hyundai’s ability to pioneer the USV market through their joint technological advancements.PLTR Stock Still Looks Like a BuyPalantir’s AI-powered commercial growth is evident. With expanded AI solutions, revenue and earnings acceleration is likely. Analysts predict a 22% revenue increase to $2.71 billion. The Oracle partnership may spur faster growth, potentially surpassing expectations and driving further stock gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294589254463512,"gmtCreate":1712939541458,"gmtModify":1712939544530,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294589254463512","repostId":"2426786570","repostType":4,"repost":{"id":"2426786570","kind":"highlight","pubTimestamp":1712934743,"share":"https://ttm.financial/m/news/2426786570?lang=&edition=fundamental","pubTime":"2024-04-12 23:12","market":"us","language":"en","title":"Palantir Is My Top AI Stock to Buy Now. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2426786570","media":"Motley Fool","summary":"Palantir's AIP delivers eye-popping productivity gains to customers.","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir applied AI to its applications for years.</p></li><li><p>The Artificial Intelligence Platform (AIP) could make it one of the more essential AI companies.</p></li></ul><p>Over the last year, investors have taken a deep interest in artificial intelligence (AI) stocks. As the technology transforms the tech industry, the potential for game-changing productivity gains stoked optimism across the sector.</p><p>Perhaps no stock embodies this hope better than Palantir. While the company  long relied on AI to power its applications, its use of generative AI could transform its future. Here&#39;s how.</p><h3 id=\"id_1869468962\">Palantir and generative AI</h3><p>Palantir has become known for generating analytical insights from AI. It began in the national defense realm, and many credited its Gotham platform with helping the CIA find Osama bin Laden.</p><p>However, with a limited number of clients on the government side, Palantir created Foundry to apply its analytical abilities to the commercial sector, which has increased its addressable market.</p><p>Still, it is likely its Artificial Intelligence Platform (AIP) that will unlock most of the company&#39;s growth potential. AIP applies generative AI capabilities, using enterprise data, action, and logic to deliver insights.</p><p>The company demonstrated the power of AIP through its bootcamps, its five-day workshops that help prospective clients find use cases for AI.</p><p>Through the bootcamps, Palantir delivered workflows using customer data, a process that had previously taken between one and three months. These dramatically shortened timeframes amount to massive productivity gains. One potential client talked of having &#34;100 use cases,&#34; while another boasted of &#34;endless solutions&#34; from this platform. Ultimately, this could deliver a considerable amount of increased business to Palantir.</p><p>As of the end of 2023, Palantir had delivered over 560 bootcamps within 465 organizations.</p><h3 id=\"id_3819685789\">Where Palantir stands financially</h3><p>The benefits of AIP do not seem to have delivered the revenue growth one might expect. Its 2023 revenue of $2.2 billion grew by just 17% annually. Also, the $2.66 billion in revenue forecasted for 2024 amounts to a 19% revenue gain if that prediction holds.</p><p>Still, the company earned a GAAP profit for five quarters now, and the net income attributable to shareholders of $210 million is well above the $374 million loss in the prior year. Also, analysts forecast 32% net income growth in 2024, which should help boost the stock price.</p><p>Admittedly, it has seen some of the benefits already, as the stock rose 175% over the last year. That increase has taken the forward P/E ratio to almost 70.</p><p>Nonetheless, as the benefits of AIP become better known, it is likely more organizations and governments will take advantage of the productivity gains it offers. That trend could make Palantir stock worth its premium price.</p><h3 id=\"id_1711897\">Consider Palantir</h3><p>The power of Palantir&#39;s generative AI tool probably makes it a must-own stock. Admittedly, revenue growth seemed slow, given the power of its technology. Also, investors have taken notice and bid its shares up to a high valuation.</p><p>However, considering the massive productivity gains made possible by Palantir&#39;s software, it should give the company tremendous pricing power. Over time, that should bolster revenue and income levels, stoking rapid growth and making it one of the most critical and desired artificial intelligence stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is My Top AI Stock to Buy Now. Here's Why</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 Is My Top AI Stock to Buy Now. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-12 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/12/palantir-is-my-top-artificial-intelligence-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir applied AI to its applications for years.The Artificial Intelligence Platform (AIP) could make it one of the more essential AI companies.Over the last year, investors have taken a deep ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/12/palantir-is-my-top-artificial-intelligence-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLTR":"Palantir Technologies Inc.","BK4528":"SaaS概念","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","BK4097":"系统软件","BK4587":"ChatGPT概念","BK4551":"寇图资本持仓","BK4543":"AI","BK4547":"WSB热门概念"},"source_url":"https://www.fool.com/investing/2024/04/12/palantir-is-my-top-artificial-intelligence-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426786570","content_text":"Palantir applied AI to its applications for years.The Artificial Intelligence Platform (AIP) could make it one of the more essential AI companies.Over the last year, investors have taken a deep interest in artificial intelligence (AI) stocks. As the technology transforms the tech industry, the potential for game-changing productivity gains stoked optimism across the sector.Perhaps no stock embodies this hope better than Palantir. While the company  long relied on AI to power its applications, its use of generative AI could transform its future. Here's how.Palantir and generative AIPalantir has become known for generating analytical insights from AI. It began in the national defense realm, and many credited its Gotham platform with helping the CIA find Osama bin Laden.However, with a limited number of clients on the government side, Palantir created Foundry to apply its analytical abilities to the commercial sector, which has increased its addressable market.Still, it is likely its Artificial Intelligence Platform (AIP) that will unlock most of the company's growth potential. AIP applies generative AI capabilities, using enterprise data, action, and logic to deliver insights.The company demonstrated the power of AIP through its bootcamps, its five-day workshops that help prospective clients find use cases for AI.Through the bootcamps, Palantir delivered workflows using customer data, a process that had previously taken between one and three months. These dramatically shortened timeframes amount to massive productivity gains. One potential client talked of having \"100 use cases,\" while another boasted of \"endless solutions\" from this platform. Ultimately, this could deliver a considerable amount of increased business to Palantir.As of the end of 2023, Palantir had delivered over 560 bootcamps within 465 organizations.Where Palantir stands financiallyThe benefits of AIP do not seem to have delivered the revenue growth one might expect. Its 2023 revenue of $2.2 billion grew by just 17% annually. Also, the $2.66 billion in revenue forecasted for 2024 amounts to a 19% revenue gain if that prediction holds.Still, the company earned a GAAP profit for five quarters now, and the net income attributable to shareholders of $210 million is well above the $374 million loss in the prior year. Also, analysts forecast 32% net income growth in 2024, which should help boost the stock price.Admittedly, it has seen some of the benefits already, as the stock rose 175% over the last year. That increase has taken the forward P/E ratio to almost 70.Nonetheless, as the benefits of AIP become better known, it is likely more organizations and governments will take advantage of the productivity gains it offers. That trend could make Palantir stock worth its premium price.Consider PalantirThe power of Palantir's generative AI tool probably makes it a must-own stock. Admittedly, revenue growth seemed slow, given the power of its technology. Also, investors have taken notice and bid its shares up to a high valuation.However, considering the massive productivity gains made possible by Palantir's software, it should give the company tremendous pricing power. Over time, that should bolster revenue and income levels, stoking rapid growth and making it one of the most critical and desired artificial intelligence stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291334694256928,"gmtCreate":1712152647686,"gmtModify":1712152650561,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291334694256928","repostId":"2424817801","repostType":2,"repost":{"id":"2424817801","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":1712154615,"share":"https://ttm.financial/m/news/2424817801?lang=&edition=fundamental","pubTime":"2024-04-03 22:30","market":"nz","language":"en","title":"SoFi Stock Rises 4% As Needham Analyst Rates the Stock a Buy Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2424817801","media":"Dow Jones","summary":"Only four Wall Street analysts rate the stock a buy, with the latest bullish call coming in Wednesday. SoFi Technologies Inc. has a relatively small bull camp among Wall Street analysts, but that gang just got a little bit bigger.Needham analyst Kyle Peterson initiated coverage of the financial-technology stock with a buy rating and $10 price target on Wednesday, writing that the company offers a nice balance of growth and profits. Eighteen analysts now cover SoFi's stock , according to FactSet, with four of them holding buy-equivalent ratings, 10 having neutral ratings, and four carrying sell ratings.\"We view SoFi as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,\" Peterson wrote in his report.Shares of ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> has a relatively small bull camp among Wall Street analysts, but that gang just got a little bit bigger. Needham analyst Kyle Peterson initiated coverage of the financial-technology stock with a buy rating and $10 price target on Wednesday, writing that the company offers a nice balance of growth and profits. </p><p>Shares of SoFi are up over 4% in morning trading Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4f8caac8da4a3e1972a49ab3e64ea03\" tg-width=\"781\" tg-height=\"625\"/></p><p>Eighteen analysts now cover SoFi&#39;s stock, according to FactSet, with four of them holding buy-equivalent ratings, 10 having neutral ratings, and four carrying sell ratings.</p><p>&#34;We view SoFi as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,&#34; Peterson wrote in his report.</p><p>He praised the company&#39;s high-growth lending business, which includes credit cards, personal loans, mortgages and student-loan refinancing products, among other things. The company&#39;s banking charter should enable it to see &#34;efficient and sticky funding&#34; that will make its financials less volatile. That could help SoFi stand out relative to other digital lending players with more &#34;fickle&#34; financing pools.</p><p>Peterson said the company&#39;s lending business is the key reason SoFi has been able to achieve GAAP profitability, and he projected the company will be &#34;steady&#34; on profits going forward, &#34;which we believe will help [tangible book value] build and support a growing share price over time.&#34;</p><p>While SoFi&#39;s lending business gets most of the attention, Peterson also wrote of a compelling opportunity in the company&#39;s technology products. SoFi&#39;s Galileo offering, for instance, provides services to other fintech companies while letting SoFi benefit from greater vertical integration in its own business. In general, the company offers services like lending underwriting that&#39;s powered by artificial intelligence, as well as card issuance.</p><p>&#34;We view these businesses as the crown jewels within SoFi, given their higher-growth nature (20%+), lack of capital intensity, and opportunities they provide to scale efficiently into new products or geographies,&#34; Peterson wrote.</p><p>His $10 price target is based on a sum-of-the-parts model that ascribes $8 a share in value to the lending business and $2 a share in value to SoFi&#39;s technology and other-fee-income lines, the latter of which includes interchange revenue.</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>SoFi Stock Rises 4% As Needham Analyst Rates the Stock a Buy Rating</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\">\nSoFi Stock Rises 4% As Needham Analyst Rates the Stock a Buy Rating\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\">2024-04-03 22:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a> has a relatively small bull camp among Wall Street analysts, but that gang just got a little bit bigger. Needham analyst Kyle Peterson initiated coverage of the financial-technology stock with a buy rating and $10 price target on Wednesday, writing that the company offers a nice balance of growth and profits. </p><p>Shares of SoFi are up over 4% in morning trading Wednesday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4f8caac8da4a3e1972a49ab3e64ea03\" tg-width=\"781\" tg-height=\"625\"/></p><p>Eighteen analysts now cover SoFi&#39;s stock, according to FactSet, with four of them holding buy-equivalent ratings, 10 having neutral ratings, and four carrying sell ratings.</p><p>&#34;We view SoFi as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,&#34; Peterson wrote in his report.</p><p>He praised the company&#39;s high-growth lending business, which includes credit cards, personal loans, mortgages and student-loan refinancing products, among other things. The company&#39;s banking charter should enable it to see &#34;efficient and sticky funding&#34; that will make its financials less volatile. That could help SoFi stand out relative to other digital lending players with more &#34;fickle&#34; financing pools.</p><p>Peterson said the company&#39;s lending business is the key reason SoFi has been able to achieve GAAP profitability, and he projected the company will be &#34;steady&#34; on profits going forward, &#34;which we believe will help [tangible book value] build and support a growing share price over time.&#34;</p><p>While SoFi&#39;s lending business gets most of the attention, Peterson also wrote of a compelling opportunity in the company&#39;s technology products. SoFi&#39;s Galileo offering, for instance, provides services to other fintech companies while letting SoFi benefit from greater vertical integration in its own business. In general, the company offers services like lending underwriting that&#39;s powered by artificial intelligence, as well as card issuance.</p><p>&#34;We view these businesses as the crown jewels within SoFi, given their higher-growth nature (20%+), lack of capital intensity, and opportunities they provide to scale efficiently into new products or geographies,&#34; Peterson wrote.</p><p>His $10 price target is based on a sum-of-the-parts model that ascribes $8 a share in value to the lending business and $2 a share in value to SoFi&#39;s technology and other-fee-income lines, the latter of which includes interchange revenue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424817801","content_text":"SoFi Technologies Inc. has a relatively small bull camp among Wall Street analysts, but that gang just got a little bit bigger. Needham analyst Kyle Peterson initiated coverage of the financial-technology stock with a buy rating and $10 price target on Wednesday, writing that the company offers a nice balance of growth and profits. Shares of SoFi are up over 4% in morning trading Wednesday.Eighteen analysts now cover SoFi's stock, according to FactSet, with four of them holding buy-equivalent ratings, 10 having neutral ratings, and four carrying sell ratings.\"We view SoFi as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,\" Peterson wrote in his report.He praised the company's high-growth lending business, which includes credit cards, personal loans, mortgages and student-loan refinancing products, among other things. The company's banking charter should enable it to see \"efficient and sticky funding\" that will make its financials less volatile. That could help SoFi stand out relative to other digital lending players with more \"fickle\" financing pools.Peterson said the company's lending business is the key reason SoFi has been able to achieve GAAP profitability, and he projected the company will be \"steady\" on profits going forward, \"which we believe will help [tangible book value] build and support a growing share price over time.\"While SoFi's lending business gets most of the attention, Peterson also wrote of a compelling opportunity in the company's technology products. SoFi's Galileo offering, for instance, provides services to other fintech companies while letting SoFi benefit from greater vertical integration in its own business. In general, the company offers services like lending underwriting that's powered by artificial intelligence, as well as card issuance.\"We view these businesses as the crown jewels within SoFi, given their higher-growth nature (20%+), lack of capital intensity, and opportunities they provide to scale efficiently into new products or geographies,\" Peterson wrote.His $10 price target is based on a sum-of-the-parts model that ascribes $8 a share in value to the lending business and $2 a share in value to SoFi's technology and other-fee-income lines, the latter of which includes interchange revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291334495813936,"gmtCreate":1712152599605,"gmtModify":1712152603826,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291334495813936","repostId":"2424848361","repostType":2,"repost":{"id":"2424848361","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":1712149080,"share":"https://ttm.financial/m/news/2424848361?lang=&edition=fundamental","pubTime":"2024-04-03 20:58","market":"sh","language":"en","title":"SoFi Stock Bull Sees 'Long-Term Winner' in Digital Lending -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2424848361","media":"Dow Jones","summary":"It's been a tough few weeks for SoFi Technologies, but the fintech has a new bull.Needham analysts led by Kyle Peterson initiated coverage of SoFi stock with a Buy rating and $10 price target on Wednesday.SoFi began as a lender focused on refinancing debt but now operates through three segments: lending, which includes student, personal, and home loans; financial services; and a technology platform.\"We view SOFI as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,\" the Needham analysts wrote.SoFi stock surged 116% in 2023, and soared 20% on Jan. 29 after the company posted its first-ever quarterly profit. However, then plans for a capital raise sparked worries of potential dilution, sending shares down 15% ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Emily Dattilo \n</p>\n<p>\n  It's been a tough few weeks for SoFi Technologies, but the fintech has a new bull. \n</p>\n<p>\n     Needham analysts led by Kyle Peterson initiated coverage of SoFi stock with a Buy rating and $10 price target on Wednesday. \n</p>\n<p>\n     SoFi began as a lender focused on refinancing debt but now operates through three segments: lending, which includes student, personal, and home loans; financial services; and a technology platform. \n</p>\n<p>\n     \"We view SOFI as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,\" the Needham analysts wrote. \n</p>\n<p>\n     That dose of optimism is welcome news to investors, who have had a front-row seat to the stock's roller-coaster performance. \n</p>\n<p>\n     SoFi stock surged 116% in 2023, and soared 20% on Jan. 29 after the company posted its first-ever quarterly profit. However, then plans for a capital raise sparked worries of potential dilution, sending shares down 15% on March 5, their worst one-day decline on record, according to Dow Jones Market Data. \n</p>\n<p>\n     SoFi shares were rising 1.1% to $7.28 in premarket trading Wednesday, while S&amp;P 500 futures are down 0.2%. Coming into the session, the stock has dropped 28% this year. \n</p>\n<p>\n     Of the analysts covering SoFi, 22% have Buy ratings, according to FactSet; the same percent are at Sell, and the rest, 56%, are at Hold. \n</p>\n<p>\n     Write to Emily Dattilo at emily.dattilo@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 03, 2024 08:58 ET (12:58 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>SoFi Stock Bull Sees 'Long-Term Winner' in Digital Lending -- Barrons.com</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\">\nSoFi Stock Bull Sees 'Long-Term Winner' in Digital Lending -- Barrons.com\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\">2024-04-03 20:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Emily Dattilo \n</p>\n<p>\n  It's been a tough few weeks for SoFi Technologies, but the fintech has a new bull. \n</p>\n<p>\n     Needham analysts led by Kyle Peterson initiated coverage of SoFi stock with a Buy rating and $10 price target on Wednesday. \n</p>\n<p>\n     SoFi began as a lender focused on refinancing debt but now operates through three segments: lending, which includes student, personal, and home loans; financial services; and a technology platform. \n</p>\n<p>\n     \"We view SOFI as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,\" the Needham analysts wrote. \n</p>\n<p>\n     That dose of optimism is welcome news to investors, who have had a front-row seat to the stock's roller-coaster performance. \n</p>\n<p>\n     SoFi stock surged 116% in 2023, and soared 20% on Jan. 29 after the company posted its first-ever quarterly profit. However, then plans for a capital raise sparked worries of potential dilution, sending shares down 15% on March 5, their worst one-day decline on record, according to Dow Jones Market Data. \n</p>\n<p>\n     SoFi shares were rising 1.1% to $7.28 in premarket trading Wednesday, while S&amp;P 500 futures are down 0.2%. Coming into the session, the stock has dropped 28% this year. \n</p>\n<p>\n     Of the analysts covering SoFi, 22% have Buy ratings, according to FactSet; the same percent are at Sell, and the rest, 56%, are at Hold. \n</p>\n<p>\n     Write to Emily Dattilo at emily.dattilo@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 03, 2024 08:58 ET (12:58 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4166":"消费信贷","SOFI":"SoFi Technologies Inc.","BK4549":"软银资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424848361","content_text":"Emily Dattilo \n\n\n  It's been a tough few weeks for SoFi Technologies, but the fintech has a new bull. \n\n\n     Needham analysts led by Kyle Peterson initiated coverage of SoFi stock with a Buy rating and $10 price target on Wednesday. \n\n\n     SoFi began as a lender focused on refinancing debt but now operates through three segments: lending, which includes student, personal, and home loans; financial services; and a technology platform. \n\n\n     \"We view SOFI as a long-term winner in the digital lending/neobank space, largely due to its focus on prime and super-prime consumers and possession of a full banking license, which we believe provides the company superior unit economics compared to other consumer finance platforms that focus on lower income borrowers and/or lack a banking license,\" the Needham analysts wrote. \n\n\n     That dose of optimism is welcome news to investors, who have had a front-row seat to the stock's roller-coaster performance. \n\n\n     SoFi stock surged 116% in 2023, and soared 20% on Jan. 29 after the company posted its first-ever quarterly profit. However, then plans for a capital raise sparked worries of potential dilution, sending shares down 15% on March 5, their worst one-day decline on record, according to Dow Jones Market Data. \n\n\n     SoFi shares were rising 1.1% to $7.28 in premarket trading Wednesday, while S&P 500 futures are down 0.2%. Coming into the session, the stock has dropped 28% this year. \n\n\n     Of the analysts covering SoFi, 22% have Buy ratings, according to FactSet; the same percent are at Sell, and the rest, 56%, are at Hold. \n\n\n     Write to Emily Dattilo at emily.dattilo@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 03, 2024 08:58 ET (12:58 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290607138709808,"gmtCreate":1711975022187,"gmtModify":1711975024870,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290607138709808","repostId":"2423466281","repostType":4,"repost":{"id":"2423466281","kind":"highlight","pubTimestamp":1711960854,"share":"https://ttm.financial/m/news/2423466281?lang=&edition=fundamental","pubTime":"2024-04-01 16:40","market":"fut","language":"en","title":"Palantir Secures $9.8M Contract From Defense Information Systems Agency","url":"https://stock-news.laohu8.com/highlight/detail?id=2423466281","media":"seekingalpha","summary":"Palantir Technologies  Friday said it was selected by the Defense Information Systems Agency to deliver an Electromagnetic Battle Management - Joint Decision Support  Prototype. The award of the prototype Other Transaction Authority  agreement is worth $9.8M over twelve months. Palantir would work closely with the DISA PEO Spectrum as well as USSTRATCOM, the operational sponsor, and combatant commands to enable enhanced mission analysis, course of action, and scheme of maneuver development, among others.  Source: Press Release    More on Palantir Technologies  Palantir: A Tactical Approach For The Stock's Expanded Valuation  Palantir: Even Ambitious Estimates Don't Warrant This Valuation  Assessing Palantir: Between Premium Valuation And Potential Growth Palantir dips after Monness cuts rating to Sell on valuation Palantir CEO blasts short sellers","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> shares rose 1.3% in premarket trading.</p><p>Palantir Technologies Friday said it was selected by the Defense Information Systems Agency to deliver an Electromagnetic Battle Management - Joint Decision Support (EMBM-J DS) Prototype.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/993a8cab232a33e88d9ed6419864ac23\" tg-width=\"796\" tg-height=\"619\"/></p><p>The award of the prototype Other Transaction Authority (OTA) agreement is worth $9.8M over twelve months.</p><p>Palantir would work closely with the DISA PEO Spectrum as well as USSTRATCOM, the operational sponsor, and combatant commands to enable enhanced mission analysis, course of action, and scheme of maneuver development, among others.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Secures $9.8M Contract From Defense Information Systems Agency</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 Secures $9.8M Contract From Defense Information Systems Agency\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-01 16:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4085293-palantir-secures-98m-contract-from-defense-information-systems-agency><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies shares rose 1.3% in premarket trading.Palantir Technologies Friday said it was selected by the Defense Information Systems Agency to deliver an Electromagnetic Battle Management ...</p>\n\n<a href=\"https://seekingalpha.com/news/4085293-palantir-secures-98m-contract-from-defense-information-systems-agency\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4134":"信息科技咨询与其它服务","PLTR":"Palantir Technologies Inc.","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4543":"AI","BK4588":"碎股"},"source_url":"https://seekingalpha.com/news/4085293-palantir-secures-98m-contract-from-defense-information-systems-agency","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2423466281","content_text":"Palantir Technologies shares rose 1.3% in premarket trading.Palantir Technologies Friday said it was selected by the Defense Information Systems Agency to deliver an Electromagnetic Battle Management - Joint Decision Support (EMBM-J DS) Prototype.The award of the prototype Other Transaction Authority (OTA) agreement is worth $9.8M over twelve months.Palantir would work closely with the DISA PEO Spectrum as well as USSTRATCOM, the operational sponsor, and combatant commands to enable enhanced mission analysis, course of action, and scheme of maneuver development, among others.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":287069380845848,"gmtCreate":1711107975943,"gmtModify":1711107977815,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287069380845848","repostId":"2421703643","repostType":4,"repost":{"id":"2421703643","kind":"highlight","pubTimestamp":1711020258,"share":"https://ttm.financial/m/news/2421703643?lang=&edition=fundamental","pubTime":"2024-03-21 19:24","market":"us","language":"en","title":"Assessing Palantir: Between Premium Valuation And Potential Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2421703643","media":"seekingalpha","summary":"Palantir's profitability and go-to-market strategy have improved, but the stock is currently fully valued and trading at a premium.The company reported strong financials, with impressive margins and r","content":"<html><head></head><body><p>Palantir&#39;s profitability and go-to-market strategy have improved, but the stock is currently fully valued and trading at a premium.</p><ul style=\"\"><li><p>The company reported strong financials, with impressive margins and record free cash flow generation.</p></li><li><p>Palantir&#39;s AIP bootcamp go-to-market strategy is driving competitive advantages and accelerating revenue growth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/59132d2e0135a7c2e188c91b07a55932\" title=\"\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto/iStock Editorial via Getty Images</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> is a company that divides opinions like few others. I’ve been following the company trying to get a good entry point, but I’ve always held back due to either a lack of fundamentals or a price tag that was too steep for me.</p><p>I think Palantir has seen tremendous improvements in both profitability and its go-to-market motions in the last few quarters, but I believe the company is currently fully valued and trading at a premium. However, I believe the premium might not be as absurd as some might think, as I see Palantir as a $20-$21/share company. Because of its current valuation, I rate Palantir a HOLD and I won’t be building a position just yet. However, I recognize the company has tremendous optionality value and I think it is too early to completely sell out of your position. If I had a large position in Palantir, I would consider gradually trimming at these levels.</p><p>If Palantir keeps performing well in its commercial segment and bootcamp go-to-market strategy, I would start building a position in the $18-$19/share range.</p><p>Here are my quick thoughts on the Q4-23 earnings release and the current valuation.</p><h3 id=\"id_1095660178\">The financial profile is strong, with impressive margins and FCF generation, but I think there is little room for FCF margin improvements after a stellar Q4-23 earnings release</h3><p>On the 5th of February, Palantir reported Q4-23 results with Revenue of $608.35m (+20% YoY) beating analysts’ estimates by $5.55m, while non-GAAP EPS of $0.08 was in-line with expectations. Commercial revenue grew an impressive 32% YoY and 13% QoQ, reaching $284m in the quarter and surpassing the $1bn mark for the first time in FY23. Quarterly US commercial revenue grew +70% YoY driven by strong momentum in AIP.</p><p>Performance in the Government segment was also solid, with quarterly revenue growing to $324m, +11% YoY. Total customer count grew +35% YoY.</p><p>Palantir generated a record $697m in FCF LTM Dec-23 (<em>FCF defined as reported Cash from Operations less Capex</em>), a 31% margin. The company has executed well on the margins side (for reference, just a year ago LTM FCF margins were less than 10%), but I believe it is pretty much optimized for FCF generation. If Palantir keeps executing, I think it could reach steady FCF margins of ~35%, a modest expansion from current levels.</p><p>The company provided revenue guidance with Q1-24 slightly below expectations but FY24 above analyst estimates. For the full year, management is calling for $2.652bn-$2.66bn, above the $2.64bn consensus. At the midpoint, this would represent ~19% growth YoY in FY24, a reacceleration from the 17% YoY revenue growth seen in FY23 and a testament to a successful go-to-market strategy and AIP popularity among commercial clients.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/166c94fad4f33a9d821e7947b3f29225\" title=\"\" tg-width=\"640\" tg-height=\"347\"/></p><p>SEC Filings</p><h3 id=\"id_3519027345\">Palantir’s AIP bootcamp go-to-market strategy is resonating well with customers and I see it as one of the company’s big competitive advantages</h3><p>I think the company’s unique bootcamp go-to-market strategy will continue to drive competitive advantages. Q4 numbers were phenomenal: in October the company laid out the goal of executing 500 AIP bootcamps within one year; fast forward to Q4-23 and Palantir already completed more than 560 bootcamps across 465 organizations to date.</p><p>I see bootcamps providing extreme value to clients and I think they are the best way of showcasing the capabilities of a very complex product. Bootcamps are hands-on sessions with customers where participants can expect to go from zero to use case in just 1 to 5 days, and they were key in driving commercial revenue to new highs. Bootcamps are helping the company to meaningfully compress sales cycles and accelerate new customers acquisition, as demonstrated by US commercial customers growing at 22% in Q4 vs 12% and 4% in Q3 and Q2, respectively. Bootcamps are also driving larger deals, with the number of US commercial deals with TCV &gt;$1m more than doubling YoY in Q4 vs last year.</p><p>Bootcamps show a clear improvement in unit economics, and how the company will manage the high demand and the monetization strategy will be key in driving acceleration in commercial revenue.</p><h3 id=\"id_1867029156\">At these levels, I believe Palantir is fully valued and trading at a modest premium. I see Palantir as a $20-$21/share company and I would be comfortable building a position around $18-$19/share</h3><p>Palantir stock has been on a tear, with 1Y returns of 190%+ at the time of writing. I believe the initial jump post earnings was somewhat justified, but with the stock now trading at $23+/share, I view shares as marginally overvalued. I don’t have a position in Palantir, but I would be happy to start building one if the stock dropped to $18-$19/share.</p><p>As mentioned, when I look at Palantir I see a company that is optimized on a FCF basis, but I believe there is still room for some modest margin expansion to ~35% FCF margins long-term vs 31% LTM Dec-23. Regarding top-line growth, analysts are expecting 20% growth in FY24 and if the company keeps executing on its AIP bootcamp strategy, I believe low 20%s growth for the next 5Y is more than achievable. This is where I see AI optionality value for Palantir. So far, bootcamps have been an extremely effective strategy in accelerating commercial revenue and if this positive momentum continues, there is the chance revenue growth is currently misvalued. I wouldn’t be surprised to see revenue re-accelerating in the mid 20%s over the next few years because of AIP bootcamps’ success and the introduction of new AI products.</p><p>Under these assumptions (low 20%s growth, ~35% FCF margins), I see Palantir generating ~$3.9bn in FCF in 10 years-time, vs $697m LTM (+19% 10Y FCF CAGR). At this stage, I believe Palantir is a $20-$21/share company. From a reverse DCF perspective, if Palantir maintains around a 17% 10Y revenue growth, the company would need ~40% FCF margins to justify the current price, which I think is aggressive but not impossible.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90e1919c7e69777bfc40c95bb110d206\" title=\"\" tg-width=\"640\" tg-height=\"453\"/></p><p>SEC Filings, CapIQ estimates, own estimates</p><p>I believe Palantir will keep on executing on the margins side, so for me the big question mark is on top-line growth:</p><ul style=\"\"><li><p>Grey Sky Scenario: Palantir can’t reaccelerate revenue, and growth stays around 17% for the next 5Y. The company would be trading at a 40%-50% premium to fair value ($16-$17/share valuation).</p></li><li><p>Base Case Scenario: we see a modest reacceleration in revenue following the success of AIP bootcamps. The company would be trading at a modest premium of 10%-15% to fair value ($20-$21/share valuation).</p></li><li><p>Blue Sky Scenario: new AI products and great execution on the bootcamp strategy push revenue growth to ~25% for the next 5Y. Palantir would be trading at a 12%-16% discount to fair value ($27-$28/share valuation).</p></li></ul><p>Personally, I see more optionality value to the upside (Base and Blue Sky scenarios more likely than Grey Sky scenario), which is why I would be willing to build a position if the stock traded down to ~$19/share or lower, assuming fundamentals remained intact.</p><p>Here’s what fair value sensitivities look like (<em>fair values &gt; current share price highlighted in green</em>):</p><p>SEC Filings, CapIQ estimates, own estimates</p><h2 id=\"id_2981412893\">What I will be monitoring going forward</h2><p>Bootcamps have been driving the bulk of outperformance in the commercial segment and I will be closely following any changes to the go-to-market motion. For me, the 2 big questions regarding bootcamps are around monetization strategy and how easily scalable they are. As mentioned, if the company keeps executing well and can keep up <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM) with the demand for AIP bootcamps, I see the possibility for meaningful revenue reacceleration in the coming years.</p><p>I like the fact Palantir is diversifying away from the government segment thanks to the impressive growth seen in commercial clients. But the company is still heavily dependent on government contracts, which by nature are lumpier and subject to political risk/budget constraints.</p><p>Finally, while Palantir has a cutting edge platform, we will likely see increased competition in the data analytics sector from more established players like Microsoft (MSFT) Google (GOOG) (GOOGL), IBM etc. The way Palantir will navigate competition through the introduction of new products or changes to its go-to-market motion will be key in maintaining 20%+ growth.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Palantir: Between Premium Valuation And Potential Growth</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\">\nAssessing Palantir: Between Premium Valuation And Potential Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-21 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4679455-assessing-palantir-between-premium-valuation-and-potential-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's profitability and go-to-market strategy have improved, but the stock is currently fully valued and trading at a premium.The company reported strong financials, with impressive margins and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4679455-assessing-palantir-between-premium-valuation-and-potential-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4527":"明星科技股","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4134":"信息科技咨询与其它服务","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4574":"无人驾驶","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4573":"虚拟现实","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","PLTR":"Palantir Technologies Inc.","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4525":"远程办公概念","LU0251142724.SGD":"Fidelity America A-SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC"},"source_url":"https://seekingalpha.com/article/4679455-assessing-palantir-between-premium-valuation-and-potential-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2421703643","content_text":"Palantir's profitability and go-to-market strategy have improved, but the stock is currently fully valued and trading at a premium.The company reported strong financials, with impressive margins and record free cash flow generation.Palantir's AIP bootcamp go-to-market strategy is driving competitive advantages and accelerating revenue growth.JHVEPhoto/iStock Editorial via Getty ImagesPalantir is a company that divides opinions like few others. I’ve been following the company trying to get a good entry point, but I’ve always held back due to either a lack of fundamentals or a price tag that was too steep for me.I think Palantir has seen tremendous improvements in both profitability and its go-to-market motions in the last few quarters, but I believe the company is currently fully valued and trading at a premium. However, I believe the premium might not be as absurd as some might think, as I see Palantir as a $20-$21/share company. Because of its current valuation, I rate Palantir a HOLD and I won’t be building a position just yet. However, I recognize the company has tremendous optionality value and I think it is too early to completely sell out of your position. If I had a large position in Palantir, I would consider gradually trimming at these levels.If Palantir keeps performing well in its commercial segment and bootcamp go-to-market strategy, I would start building a position in the $18-$19/share range.Here are my quick thoughts on the Q4-23 earnings release and the current valuation.The financial profile is strong, with impressive margins and FCF generation, but I think there is little room for FCF margin improvements after a stellar Q4-23 earnings releaseOn the 5th of February, Palantir reported Q4-23 results with Revenue of $608.35m (+20% YoY) beating analysts’ estimates by $5.55m, while non-GAAP EPS of $0.08 was in-line with expectations. Commercial revenue grew an impressive 32% YoY and 13% QoQ, reaching $284m in the quarter and surpassing the $1bn mark for the first time in FY23. Quarterly US commercial revenue grew +70% YoY driven by strong momentum in AIP.Performance in the Government segment was also solid, with quarterly revenue growing to $324m, +11% YoY. Total customer count grew +35% YoY.Palantir generated a record $697m in FCF LTM Dec-23 (FCF defined as reported Cash from Operations less Capex), a 31% margin. The company has executed well on the margins side (for reference, just a year ago LTM FCF margins were less than 10%), but I believe it is pretty much optimized for FCF generation. If Palantir keeps executing, I think it could reach steady FCF margins of ~35%, a modest expansion from current levels.The company provided revenue guidance with Q1-24 slightly below expectations but FY24 above analyst estimates. For the full year, management is calling for $2.652bn-$2.66bn, above the $2.64bn consensus. At the midpoint, this would represent ~19% growth YoY in FY24, a reacceleration from the 17% YoY revenue growth seen in FY23 and a testament to a successful go-to-market strategy and AIP popularity among commercial clients.SEC FilingsPalantir’s AIP bootcamp go-to-market strategy is resonating well with customers and I see it as one of the company’s big competitive advantagesI think the company’s unique bootcamp go-to-market strategy will continue to drive competitive advantages. Q4 numbers were phenomenal: in October the company laid out the goal of executing 500 AIP bootcamps within one year; fast forward to Q4-23 and Palantir already completed more than 560 bootcamps across 465 organizations to date.I see bootcamps providing extreme value to clients and I think they are the best way of showcasing the capabilities of a very complex product. Bootcamps are hands-on sessions with customers where participants can expect to go from zero to use case in just 1 to 5 days, and they were key in driving commercial revenue to new highs. Bootcamps are helping the company to meaningfully compress sales cycles and accelerate new customers acquisition, as demonstrated by US commercial customers growing at 22% in Q4 vs 12% and 4% in Q3 and Q2, respectively. Bootcamps are also driving larger deals, with the number of US commercial deals with TCV >$1m more than doubling YoY in Q4 vs last year.Bootcamps show a clear improvement in unit economics, and how the company will manage the high demand and the monetization strategy will be key in driving acceleration in commercial revenue.At these levels, I believe Palantir is fully valued and trading at a modest premium. I see Palantir as a $20-$21/share company and I would be comfortable building a position around $18-$19/sharePalantir stock has been on a tear, with 1Y returns of 190%+ at the time of writing. I believe the initial jump post earnings was somewhat justified, but with the stock now trading at $23+/share, I view shares as marginally overvalued. I don’t have a position in Palantir, but I would be happy to start building one if the stock dropped to $18-$19/share.As mentioned, when I look at Palantir I see a company that is optimized on a FCF basis, but I believe there is still room for some modest margin expansion to ~35% FCF margins long-term vs 31% LTM Dec-23. Regarding top-line growth, analysts are expecting 20% growth in FY24 and if the company keeps executing on its AIP bootcamp strategy, I believe low 20%s growth for the next 5Y is more than achievable. This is where I see AI optionality value for Palantir. So far, bootcamps have been an extremely effective strategy in accelerating commercial revenue and if this positive momentum continues, there is the chance revenue growth is currently misvalued. I wouldn’t be surprised to see revenue re-accelerating in the mid 20%s over the next few years because of AIP bootcamps’ success and the introduction of new AI products.Under these assumptions (low 20%s growth, ~35% FCF margins), I see Palantir generating ~$3.9bn in FCF in 10 years-time, vs $697m LTM (+19% 10Y FCF CAGR). At this stage, I believe Palantir is a $20-$21/share company. From a reverse DCF perspective, if Palantir maintains around a 17% 10Y revenue growth, the company would need ~40% FCF margins to justify the current price, which I think is aggressive but not impossible.SEC Filings, CapIQ estimates, own estimatesI believe Palantir will keep on executing on the margins side, so for me the big question mark is on top-line growth:Grey Sky Scenario: Palantir can’t reaccelerate revenue, and growth stays around 17% for the next 5Y. The company would be trading at a 40%-50% premium to fair value ($16-$17/share valuation).Base Case Scenario: we see a modest reacceleration in revenue following the success of AIP bootcamps. The company would be trading at a modest premium of 10%-15% to fair value ($20-$21/share valuation).Blue Sky Scenario: new AI products and great execution on the bootcamp strategy push revenue growth to ~25% for the next 5Y. Palantir would be trading at a 12%-16% discount to fair value ($27-$28/share valuation).Personally, I see more optionality value to the upside (Base and Blue Sky scenarios more likely than Grey Sky scenario), which is why I would be willing to build a position if the stock traded down to ~$19/share or lower, assuming fundamentals remained intact.Here’s what fair value sensitivities look like (fair values > current share price highlighted in green):SEC Filings, CapIQ estimates, own estimatesWhat I will be monitoring going forwardBootcamps have been driving the bulk of outperformance in the commercial segment and I will be closely following any changes to the go-to-market motion. For me, the 2 big questions regarding bootcamps are around monetization strategy and how easily scalable they are. As mentioned, if the company keeps executing well and can keep up IBM (IBM) with the demand for AIP bootcamps, I see the possibility for meaningful revenue reacceleration in the coming years.I like the fact Palantir is diversifying away from the government segment thanks to the impressive growth seen in commercial clients. But the company is still heavily dependent on government contracts, which by nature are lumpier and subject to political risk/budget constraints.Finally, while Palantir has a cutting edge platform, we will likely see increased competition in the data analytics sector from more established players like Microsoft (MSFT) Google (GOOG) (GOOGL), IBM etc. The way Palantir will navigate competition through the introduction of new products or changes to its go-to-market motion will be key in maintaining 20%+ growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286690044747912,"gmtCreate":1711015132500,"gmtModify":1711015135149,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286690044747912","repostId":"2421081517","repostType":4,"repost":{"id":"2421081517","kind":"highlight","pubTimestamp":1711002765,"share":"https://ttm.financial/m/news/2421081517?lang=&edition=fundamental","pubTime":"2024-03-21 14:32","market":"sh","language":"en","title":"Palantir: Many Reasons To Keep Holding On","url":"https://stock-news.laohu8.com/highlight/detail?id=2421081517","media":"seekingalpha","summary":"Despite the fact that Palantir trades at ~18x forward revenue, the stock still retains vast upside potential.Palantir's commercial segment is still in its early days and has shown strong growth, espec","content":"<html><head></head><body><ul style=\"\"><li><p>Despite the fact that Palantir trades at ~18x forward revenue, the stock still retains vast upside potential.</p></li><li><p>Palantir&#39;s commercial segment is still in its early days and has shown strong growth, especially in the U.S. where AI adoption has gone mainstream.</p></li><li><p>While most software companies have seen a slowdown in new enterprise bookings; Palantir has reported the opposite.</p></li><li><p>The company continues to improve operating margins and scores well on &#34;Rule of 40&#34; metrics with a score above 50.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca0459f275b9aed733014624cae2dc80\" tg-width=\"750\" tg-height=\"500\"/></p><p>Michael Vi</p><p>I&#39;m something of a valuation hawk. As stocks get expensive, I tend to retreat and either park more in cash or take more contrarian positions. At the moment, cognizant of an S&amp;P 500 that is hovering at all-time highs, I have more than 30% of my portfolio allocated to cash.</p><p>There are few exceptions in which I hold on to some momentum-driven positions, and Palantir (NYSE:PLTR) is one of them. I&#39;ve held onto this big data software company since its IPO, and despite already enjoying substantial gains in this year&#39;s AI boom, I&#39;m still holding on for further upside. Year to date, Palantir has already advanced more than 40%; capping off a rally that has seen the stock price nearly triple over the past year: and yet, there&#39;s still room to grow further.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c919065d5e4730b9eda4356d529d1c97\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><h2 id=\"id_3921637073\">Amid a heady valuation, we have to recognize that Palantir&#39;s commercial arm is still in its early days</h2><p>I last wrote a cautiously optimistic note on Palantir in November, when the stock was trading just under $20. At the time, I cheered the company&#39;s growth tailwinds while advising investors to be cautious on putting all of their eggs in this basket. Amid Palantir&#39;s higher share price now, I maintain a similarly <strong>bullish </strong>position. My recommendation is to keep exposure to Palantir - it&#39;s fine to sell off a small chunk of your gains as I have, and definitely don&#39;t overload on this stock at $24 - but in the long run, I continue to believe in further upside ahead.</p><p>The biggest risk to Palantir, of course, is its valuation. At current share prices near $24, Palantir trades at a market cap of $52.29 billion; and after we net off the $3.67 billion of cash on its most recent balance sheet (which also has no debt against it), we arrive at an <strong>enterprise value of $48.62 billion.</strong></p><p>For the current fiscal year FY24, meanwhile, Palantir has guided to $2.65-$2.67 billion in revenue, representing <strong>19-20% y/y growth:</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3732f9d8c5634a5043ff0fb10504712b\" tg-width=\"640\" tg-height=\"340\"/></p><p>Palantir FY24 outlook (Palantir Q4 earnings deck)</p><p>At the midpoints of Palantir&#39;s initial ranges (which have a track record of being raised throughout the year), Palantir trades at:</p><ul style=\"\"><li><p><strong>18.3x EV/FY24 revenue</strong></p></li><li><p><strong>54x FY24 FCF</strong></p></li></ul><p>There&#39;s no arguing that these are heady multiples. But at the same time, I&#39;d counterargue that Palantir&#39;s sales efforts in its commercial segment are still in its early days: especially with recent adoption trends for AI products that are spurring many companies off the bench. We&#39;ll cover Palantir&#39;s most recent results in the next section, but note that we&#39;ve seen a tremendous acceleration in commercial customer adds, particularly in the U.S.</p><p><strong>This is prominent because most software companies have reported slowdowns in new deal</strong> <strong>signings,</strong> driven by macro hardships - but Palantir has reported the opposite. This is a company that is fully capable of bucking the macro trends and pursuing tremendous long-term growth opportunities, driven by the myriad of use cases that AI and big data technologies support.</p><p>All in all, while I&#39;ve peeled off chunks of a lot of my stock portfolio to make room for cash (gunpowder in case the market turns south again), I&#39;ve retained the bulk of my Palantir position. It&#39;s one of the few exceptions where I feel comfortable holding onto a very richly valued stock given the tremendous growth opportunities ahead.</p><h4 id=\"id_73961346\">Q4 download</h4><p>We&#39;ll now cover Palantir&#39;s latest results in greater detail. The Q4 earnings summary is shown below:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0ab1d56a91ca3c637daf5e021324a4e\" tg-width=\"640\" tg-height=\"547\"/></p><p>Palantir Q4 results (Palantir Q4 earnings deck)</p><p>Palantir&#39;s revenue grew 20% y/y to $608.4 million, beating Wall Street&#39;s expectations of $602.8 million (+19% y/y); and importantly, <strong>accelerating three points </strong>versus 17% y/y growth in Q3.</p><p>This acceleration was driven entirely by Palantir&#39;s commercial segment, which saw 32% y/y growth to $284 million in revenue, representing 47% or roughly half of overall revenue. Growth was particularly strong in the U.S., meanwhile, which grew 70% y/y to $131 million in revenue.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/705fb48df0f1be26a38ec0a2e378234c\" tg-width=\"640\" tg-height=\"299\"/></p><p>Palantir commercial results (Palantir Q4 earnings deck)</p><p>It&#39;s clear to see here what the AI boom of 2024 has meant for Palantir. The chart below shows that Palantir&#39;s still-low count of U.S. commercial customers grew 55% y/y to 221. To date until this quarter, <strong>Palantir had not added 40 customers in a single quarter yet </strong>- demonstrating that AI adoption has truly reached an inflection point that is starting to produce acceleration in Palantir&#39;s results.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6c41bc155fd3bd7c5c1e6b5013c2f043\" tg-width=\"640\" tg-height=\"325\"/></p><p>Palantir commercial customer counts (Palantir Q4 earnings deck)</p><p>Speaking to the U.S. commercial strength on the Q4 earnings call, CEO Alex Karp said as follows:</p><blockquote><p>In our US commercial business, the expanding addressable market, driven by AIP, is propelling growth both through new customer acquisitions and expansions with existing customers. I&#39;ve never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.</p><p>With regard to new customer acquisition, the expanding addressable market is reflected in the greater scale of the top of our sales funnel. And now we&#39;re doubling down on how we&#39;re converting bootcamps to enterprise deals. We&#39;re already seeing evidence of bootcamps helping to significantly compress sales cycles and accelerate the rate of new customer acquisition, which rose to 22% sequentially for US commercial in Q4 versus 12% and 4% in Q3 and Q2, respectively. And we more than doubled the number of US commercial deals with TCV of $1 million or more from the fourth quarter in 2022 to 2023 [...]</p></blockquote><p>Government results, in contrast, did slow down, with overall government revenue of 11% y/y growth lagging the total company growth rate. Over time, however, while I continue to view the government business as a stable base of lucrative contracts, I believe commercial adoption will drive enterprise to be the lion&#39;s share of Palantir&#39;s business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a059f8f444edfe1c24ba86599d84dc9b\" tg-width=\"640\" tg-height=\"305\"/></p><p>Palantir government results (Palantir Q4 earnings deck)</p><p>From a profitability standpoint, note that Palantir&#39;s operating margins, adjusted for stock-based comp, also skyrocketed to 34%, up 12 points from 22% in the year-ago Q4 - putting Palantir squarely in the &#34;Rule of 40&#34; category.</p><h2 id=\"id_805504331\">Key takeaways</h2><p>With such a massive commercial opportunity ahead of it, and trends accelerating particularly in the U.S. driven by more mainstream interest in AI technologies, there are plenty of reasons to stay invested in Palantir despite its meaty valuation. I&#39;d recommend holding onto the bulk of your position for further upside.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Many Reasons To Keep Holding On</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: Many Reasons To Keep Holding On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-21 14:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4679452-palantir-many-reasons-to-keep-holding-on><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite the fact that Palantir trades at ~18x forward revenue, the stock still retains vast upside potential.Palantir's commercial segment is still in its early days and has shown strong growth, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4679452-palantir-many-reasons-to-keep-holding-on\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4588":"碎股","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BK1215":"特殊消费者服务"},"source_url":"https://seekingalpha.com/article/4679452-palantir-many-reasons-to-keep-holding-on","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2421081517","content_text":"Despite the fact that Palantir trades at ~18x forward revenue, the stock still retains vast upside potential.Palantir's commercial segment is still in its early days and has shown strong growth, especially in the U.S. where AI adoption has gone mainstream.While most software companies have seen a slowdown in new enterprise bookings; Palantir has reported the opposite.The company continues to improve operating margins and scores well on \"Rule of 40\" metrics with a score above 50.Michael ViI'm something of a valuation hawk. As stocks get expensive, I tend to retreat and either park more in cash or take more contrarian positions. At the moment, cognizant of an S&P 500 that is hovering at all-time highs, I have more than 30% of my portfolio allocated to cash.There are few exceptions in which I hold on to some momentum-driven positions, and Palantir (NYSE:PLTR) is one of them. I've held onto this big data software company since its IPO, and despite already enjoying substantial gains in this year's AI boom, I'm still holding on for further upside. Year to date, Palantir has already advanced more than 40%; capping off a rally that has seen the stock price nearly triple over the past year: and yet, there's still room to grow further.Data by YChartsAmid a heady valuation, we have to recognize that Palantir's commercial arm is still in its early daysI last wrote a cautiously optimistic note on Palantir in November, when the stock was trading just under $20. At the time, I cheered the company's growth tailwinds while advising investors to be cautious on putting all of their eggs in this basket. Amid Palantir's higher share price now, I maintain a similarly bullish position. My recommendation is to keep exposure to Palantir - it's fine to sell off a small chunk of your gains as I have, and definitely don't overload on this stock at $24 - but in the long run, I continue to believe in further upside ahead.The biggest risk to Palantir, of course, is its valuation. At current share prices near $24, Palantir trades at a market cap of $52.29 billion; and after we net off the $3.67 billion of cash on its most recent balance sheet (which also has no debt against it), we arrive at an enterprise value of $48.62 billion.For the current fiscal year FY24, meanwhile, Palantir has guided to $2.65-$2.67 billion in revenue, representing 19-20% y/y growth:Palantir FY24 outlook (Palantir Q4 earnings deck)At the midpoints of Palantir's initial ranges (which have a track record of being raised throughout the year), Palantir trades at:18.3x EV/FY24 revenue54x FY24 FCFThere's no arguing that these are heady multiples. But at the same time, I'd counterargue that Palantir's sales efforts in its commercial segment are still in its early days: especially with recent adoption trends for AI products that are spurring many companies off the bench. We'll cover Palantir's most recent results in the next section, but note that we've seen a tremendous acceleration in commercial customer adds, particularly in the U.S.This is prominent because most software companies have reported slowdowns in new deal signings, driven by macro hardships - but Palantir has reported the opposite. This is a company that is fully capable of bucking the macro trends and pursuing tremendous long-term growth opportunities, driven by the myriad of use cases that AI and big data technologies support.All in all, while I've peeled off chunks of a lot of my stock portfolio to make room for cash (gunpowder in case the market turns south again), I've retained the bulk of my Palantir position. It's one of the few exceptions where I feel comfortable holding onto a very richly valued stock given the tremendous growth opportunities ahead.Q4 downloadWe'll now cover Palantir's latest results in greater detail. The Q4 earnings summary is shown below:Palantir Q4 results (Palantir Q4 earnings deck)Palantir's revenue grew 20% y/y to $608.4 million, beating Wall Street's expectations of $602.8 million (+19% y/y); and importantly, accelerating three points versus 17% y/y growth in Q3.This acceleration was driven entirely by Palantir's commercial segment, which saw 32% y/y growth to $284 million in revenue, representing 47% or roughly half of overall revenue. Growth was particularly strong in the U.S., meanwhile, which grew 70% y/y to $131 million in revenue.Palantir commercial results (Palantir Q4 earnings deck)It's clear to see here what the AI boom of 2024 has meant for Palantir. The chart below shows that Palantir's still-low count of U.S. commercial customers grew 55% y/y to 221. To date until this quarter, Palantir had not added 40 customers in a single quarter yet - demonstrating that AI adoption has truly reached an inflection point that is starting to produce acceleration in Palantir's results.Palantir commercial customer counts (Palantir Q4 earnings deck)Speaking to the U.S. commercial strength on the Q4 earnings call, CEO Alex Karp said as follows:In our US commercial business, the expanding addressable market, driven by AIP, is propelling growth both through new customer acquisitions and expansions with existing customers. I've never before seen the level of customer enthusiasm and demand that we are currently seeing from AIP in US commercial.With regard to new customer acquisition, the expanding addressable market is reflected in the greater scale of the top of our sales funnel. And now we're doubling down on how we're converting bootcamps to enterprise deals. We're already seeing evidence of bootcamps helping to significantly compress sales cycles and accelerate the rate of new customer acquisition, which rose to 22% sequentially for US commercial in Q4 versus 12% and 4% in Q3 and Q2, respectively. And we more than doubled the number of US commercial deals with TCV of $1 million or more from the fourth quarter in 2022 to 2023 [...]Government results, in contrast, did slow down, with overall government revenue of 11% y/y growth lagging the total company growth rate. Over time, however, while I continue to view the government business as a stable base of lucrative contracts, I believe commercial adoption will drive enterprise to be the lion's share of Palantir's business.Palantir government results (Palantir Q4 earnings deck)From a profitability standpoint, note that Palantir's operating margins, adjusted for stock-based comp, also skyrocketed to 34%, up 12 points from 22% in the year-ago Q4 - putting Palantir squarely in the \"Rule of 40\" category.Key takeawaysWith such a massive commercial opportunity ahead of it, and trends accelerating particularly in the U.S. driven by more mainstream interest in AI technologies, there are plenty of reasons to stay invested in Palantir despite its meaty valuation. I'd recommend holding onto the bulk of your position for further upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284233582727176,"gmtCreate":1710408890057,"gmtModify":1710408892835,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284233582727176","repostId":"2419665284","repostType":4,"repost":{"id":"2419665284","kind":"news","pubTimestamp":1710375300,"share":"https://ttm.financial/m/news/2419665284?lang=&edition=fundamental","pubTime":"2024-03-14 08:15","market":"us","language":"en","title":"Palantir CEO Blasts Short Sellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2419665284","media":"Seeking Alpha","summary":"Alex Karp, CEO of Palantir Technologies (NYSE:PLTR) blasted short sellers in a CNBC interview.Scott Olson/Getty Images NewsHe said that the short sellers are “going short on a truly great American com","content":"<html><head></head><body><p style=\"text-align: left;\">Alex Karp, CEO of Palantir Technologies (NYSE:PLTR) blasted short sellers in a CNBC interview.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d6e647cdc251bec62f9ee28b3838531\" alt=\"Scott Olson/Getty Images News\" title=\"Scott Olson/Getty Images News\" tg-width=\"750\" tg-height=\"504\"/><span>Scott Olson/Getty Images News</span></p><p style=\"text-align: left;\">He said that the short sellers are “going short on a truly great American company -- not just ours -- but they just love pulling down great American companies so that they can pay for their coke.”</p><p style=\"text-align: left;\">Karp added that he felt happy about the company’s growth. The stock is up 43.86% year-to-date.</p><p style=\"text-align: left;\">“And the best thing that could happen to [short sellers] is we will lead their coke dealers to their homes after they can&#39;t pay their bills,” he said.</p><p style=\"text-align: left;\">The Palantir CEO also spoke about the software industry.</p><p style=\"text-align: left;\">“One of the most important things that happened in software was that large language models convinced people that you could get value out of AI,” he said. “But they also somehow convince people software is not a luxury product. It has to work, it’s got to move from something that you just paid for to something that improves your margins, improves your ability to organize your business, makes your business more robust.”</p><p style=\"text-align: left;\">He said that the assumption that a software product does not have to be robust was the playbook from Silicon Valley to the commercial space that “completely failed.”</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir CEO Blasts Short Sellers</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 CEO Blasts Short Sellers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-14 08:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4079244-palantir-ceo-blasts-short-sellers><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alex Karp, CEO of Palantir Technologies (NYSE:PLTR) blasted short sellers in a CNBC interview.Scott Olson/Getty Images NewsHe said that the short sellers are “going short on a truly great American ...</p>\n\n<a href=\"https://seekingalpha.com/news/4079244-palantir-ceo-blasts-short-sellers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","PLTR":"Palantir Technologies Inc.","BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股"},"source_url":"https://seekingalpha.com/news/4079244-palantir-ceo-blasts-short-sellers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2419665284","content_text":"Alex Karp, CEO of Palantir Technologies (NYSE:PLTR) blasted short sellers in a CNBC interview.Scott Olson/Getty Images NewsHe said that the short sellers are “going short on a truly great American company -- not just ours -- but they just love pulling down great American companies so that they can pay for their coke.”Karp added that he felt happy about the company’s growth. The stock is up 43.86% year-to-date.“And the best thing that could happen to [short sellers] is we will lead their coke dealers to their homes after they can't pay their bills,” he said.The Palantir CEO also spoke about the software industry.“One of the most important things that happened in software was that large language models convinced people that you could get value out of AI,” he said. “But they also somehow convince people software is not a luxury product. It has to work, it’s got to move from something that you just paid for to something that improves your margins, improves your ability to organize your business, makes your business more robust.”He said that the assumption that a software product does not have to be robust was the playbook from Silicon Valley to the commercial space that “completely failed.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283478701793304,"gmtCreate":1710237178304,"gmtModify":1710237181357,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283478701793304","repostId":"2418352410","repostType":4,"repost":{"id":"2418352410","kind":"highlight","pubTimestamp":1710226800,"share":"https://ttm.financial/m/news/2418352410?lang=&edition=fundamental","pubTime":"2024-03-12 15:00","market":"us","language":"en","title":"Can Palantir Stock Join the \"Magnificent Seven\" and the $1 Trillion Club?","url":"https://stock-news.laohu8.com/highlight/detail?id=2418352410","media":"Motley Fool","summary":"These are actually the wrong questions investors need to ask about Palantir.","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir is a software and AI provider to the U.S. military and its allies.</p></li><li><p>The company is making big inroads into the commercial market.</p></li><li><p>The business is doing well, but is much too small to join the &#34;Magnificent Seven&#34; anytime soon.</p></li></ul><p>We are in an artificial intelligence (AI) boom or perhaps an AI bubble. Maybe a bit of both. Either way, any stock considered a beneficiary of AI spending by companies and governments is soaring, like Nvidia or Super Micro Computer, for example. Analysts are predicting the world will spend hundreds of billions on AI tools in a few years, maybe even a trillion dollars or more if you believe the most optimistic analysts.</p><p>One stock considered an AI winner is <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>. The software-analytics provider for the U.S. military, its allies, and commercial customers has seen its stock soar 300% since the beginning of 2023. The Nasdaq 100 -- which is currently in one of its best bull runs ever -- is up 65% over the same time frame.</p><p>Retail investors love Palantir and are extremely optimistic about its prospects. As one of the largest technology-growth stocks to go public in the last few years, many are even calling it the next &#34;Magnificent Seven&#34; stock ready to reach a market cap of $1 trillion. Can Palantir join the $1 trillion market-cap club with the rest of the Magnificent Seven? Let&#39;s run through the numbers and find out.</p><h2 id=\"id_2314817567\">What is Palantir?</h2><p>With its name inspired by a crystal ball in the fantasy tale <em>The Lord of The Rings</em>, Palantir aims to be the software and AI &#34;crystal ball&#34; for the U.S. military and its allies. Its software programs give insights for divisions of the military from mundane back-office tasks to the actual battlefield. The U.S. military alone has a budget of $877 billion, meaning there is plenty of money to go to new-age software providers such as Palantir. In fact, Palantir&#39;s government revenue was over $1.22 billion in 2023.</p><p>Now, Palantir is taking the next step with its software with Palantir AIP, a new suite of AI tools that leverage the breakthroughs we&#39;ve seen in large language models. I&#39;m not going to pretend to understand exactly how all these AI tools work, but in his annual letter to shareholders, founder Alex Karp said that the entire Palantir organization is focused on AI development and that the new products are already leading to momentum in revenue and customer wins. Investors should expect this to show up on the income statement over the next few years and beyond.</p><h2 id=\"id_3102681144\">Rapid commercial adoption</h2><p>Being a preferred provider for the U.S. government is lucrative, but Palantir&#39;s work goes beyond just public-sector applications. It has a rapidly growing commercial segment as companies around the globe aim to have custom-software analytics and AI tools built by Palantir. The proof is in the pudding, with Palantir&#39;s U.S. commercial revenue hitting $457 million in 2023, a tenfold increase from $47 million in 2019. In 2024, management is expecting the segment to reach $640 million in revenue.</p><p>Large enterprises ranging from Merck to Morgan Stanley are customers of Palantir. These companies have huge budgets, with more and more going to Palantir each year. There&#39;s no reason for this growth to stop anytime soon.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0eecf48c0104af4707b220c6761f84c9\" alt=\"PLTR Revenue (TTM) data by YCharts.\" title=\"PLTR Revenue (TTM) data by YCharts.\" tg-width=\"720\" tg-height=\"490\"/><span>PLTR Revenue (TTM) data by YCharts.</span></p><h2 id=\"id_2300828527\">Is this the next &#34;Magnificent Seven&#34; stock?</h2><p>It is hard to argue Palantir isn&#39;t a great business with a bright future. But any investor claiming this is the next company to reach a trillion-dollar market cap is way too optimistic. Frankly, the company is just not big enough compared to the technology giants of today.</p><p>Microsoft generates $228 billion in revenue. Alphabet&#39;s is over $300 billion. Apple&#39;s is close to $400 billion. And Palantir&#39;s? Just $2.2 billion. So even if Palantir&#39;s revenue goes up tenfold, it will still have just 10% of the sales as the technology giants. And Palantir&#39;s revenue will not multiply 10 times for a long, long time. When you lay out the numbers and forget the bull market narratives, it is clear that Palantir is nowhere near ready to join the trillion-dollar market-cap club. Perhaps in two decades. But not anytime soon.</p><p>Investors shouldn&#39;t be asking whether Palantir will be the next Magnificent Seven stock. They should be asking whether Palantir can still provide solid returns to investors after running up 300% since the beginning of 2023. At a market cap of $55 billion with just $2.2 billion in revenue and minimal profits, the growth expectations for Palantir are high. Quite high. But perhaps it will surpass them.</p><p>This is a risky stock to buy right now but one that has proven the doubters wrong time and time again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Palantir Stock Join the \"Magnificent Seven\" and the $1 Trillion Club?</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\">\nCan Palantir Stock Join the \"Magnificent Seven\" and the $1 Trillion Club?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-12 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/11/can-palantir-stock-join-the-magnificent-seven-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is a software and AI provider to the U.S. military and its allies.The company is making big inroads into the commercial market.The business is doing well, but is much too small to join the \"...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/11/can-palantir-stock-join-the-magnificent-seven-and/\">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://www.fool.com/investing/2024/03/11/can-palantir-stock-join-the-magnificent-seven-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418352410","content_text":"Palantir is a software and AI provider to the U.S. military and its allies.The company is making big inroads into the commercial market.The business is doing well, but is much too small to join the \"Magnificent Seven\" anytime soon.We are in an artificial intelligence (AI) boom or perhaps an AI bubble. Maybe a bit of both. Either way, any stock considered a beneficiary of AI spending by companies and governments is soaring, like Nvidia or Super Micro Computer, for example. Analysts are predicting the world will spend hundreds of billions on AI tools in a few years, maybe even a trillion dollars or more if you believe the most optimistic analysts.One stock considered an AI winner is Palantir. The software-analytics provider for the U.S. military, its allies, and commercial customers has seen its stock soar 300% since the beginning of 2023. The Nasdaq 100 -- which is currently in one of its best bull runs ever -- is up 65% over the same time frame.Retail investors love Palantir and are extremely optimistic about its prospects. As one of the largest technology-growth stocks to go public in the last few years, many are even calling it the next \"Magnificent Seven\" stock ready to reach a market cap of $1 trillion. Can Palantir join the $1 trillion market-cap club with the rest of the Magnificent Seven? Let's run through the numbers and find out.What is Palantir?With its name inspired by a crystal ball in the fantasy tale The Lord of The Rings, Palantir aims to be the software and AI \"crystal ball\" for the U.S. military and its allies. Its software programs give insights for divisions of the military from mundane back-office tasks to the actual battlefield. The U.S. military alone has a budget of $877 billion, meaning there is plenty of money to go to new-age software providers such as Palantir. In fact, Palantir's government revenue was over $1.22 billion in 2023.Now, Palantir is taking the next step with its software with Palantir AIP, a new suite of AI tools that leverage the breakthroughs we've seen in large language models. I'm not going to pretend to understand exactly how all these AI tools work, but in his annual letter to shareholders, founder Alex Karp said that the entire Palantir organization is focused on AI development and that the new products are already leading to momentum in revenue and customer wins. Investors should expect this to show up on the income statement over the next few years and beyond.Rapid commercial adoptionBeing a preferred provider for the U.S. government is lucrative, but Palantir's work goes beyond just public-sector applications. It has a rapidly growing commercial segment as companies around the globe aim to have custom-software analytics and AI tools built by Palantir. The proof is in the pudding, with Palantir's U.S. commercial revenue hitting $457 million in 2023, a tenfold increase from $47 million in 2019. In 2024, management is expecting the segment to reach $640 million in revenue.Large enterprises ranging from Merck to Morgan Stanley are customers of Palantir. These companies have huge budgets, with more and more going to Palantir each year. There's no reason for this growth to stop anytime soon.PLTR Revenue (TTM) data by YCharts.Is this the next \"Magnificent Seven\" stock?It is hard to argue Palantir isn't a great business with a bright future. But any investor claiming this is the next company to reach a trillion-dollar market cap is way too optimistic. Frankly, the company is just not big enough compared to the technology giants of today.Microsoft generates $228 billion in revenue. Alphabet's is over $300 billion. Apple's is close to $400 billion. And Palantir's? Just $2.2 billion. So even if Palantir's revenue goes up tenfold, it will still have just 10% of the sales as the technology giants. And Palantir's revenue will not multiply 10 times for a long, long time. When you lay out the numbers and forget the bull market narratives, it is clear that Palantir is nowhere near ready to join the trillion-dollar market-cap club. Perhaps in two decades. But not anytime soon.Investors shouldn't be asking whether Palantir will be the next Magnificent Seven stock. They should be asking whether Palantir can still provide solid returns to investors after running up 300% since the beginning of 2023. At a market cap of $55 billion with just $2.2 billion in revenue and minimal profits, the growth expectations for Palantir are high. Quite high. But perhaps it will surpass them.This is a risky stock to buy right now but one that has proven the doubters wrong time and time again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283127665836040,"gmtCreate":1710151556443,"gmtModify":1710151559097,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283127665836040","repostId":"2418492070","repostType":4,"repost":{"id":"2418492070","kind":"highlight","pubTimestamp":1710140400,"share":"https://ttm.financial/m/news/2418492070?lang=&edition=fundamental","pubTime":"2024-03-11 15:00","market":"us","language":"en","title":"Should You Buy Palantir Stock Now or Wait for a Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=2418492070","media":"Motley Fool","summary":"Palantir has been a popular growth stock for investors bullish on artificial intelligence.","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir Technologies has been growing at a rate of 20%, and it expects a similar growth rate this year.</p></li><li><p>The company&#39;s low margins mean that while it is profitable, it isn&#39;t a cheap buy as measured by earnings.</p></li></ul><p>Shares of <strong>Palantir Technologies</strong> have been hot this year, trading up around 40%. Strong earnings numbers and an encouraging outlook for the data analytics company -- thanks in part to artificial intelligence (AI) -- have growth investors bullish on the stock&#39;s long-term future.</p><p>The one reason investors may be hesitant to buy the stock is that there are growing concerns about a possible bubble when it comes to AI stocks, and with Palantir trading near 52-week highs, investors may be tempted to hold off on investing in the stock.</p><p>Are you better off waiting for Palantir&#39;s shares to dip as part of a bursting bubble before potentially investing in the business, or should you buy the stock now regardless of a potential dip?</p><h2 id=\"id_477308846\">Comparing Palantir&#39;s valuation to other fast-growing AI stocks</h2><p>When it comes to fast-growing companies, you&#39;re often going to end up paying a premium if you want to own shares of a business. You&#39;re not going to see Palantir&#39;s stock fall to a price-to-earnings (P/E) multiple of 15. Something catastrophic would have to happen for it to fall to such a modest valuation. The question becomes a matter of how much of a premium is justifiable.</p><p>For AI stocks, investors have been paying high multiples based on their expected future earnings, effectively paying in advance for future growth, which can be risky if expectations don&#39;t match up to reality. Here&#39;s how Palantir&#39;s valuation compares to those of other stocks that are big on analytics and can benefit from AI.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7978d0f03024243d28637cdd63aa9aff\" alt=\"Forward PE Ratios data by YCharts\" title=\"Forward PE Ratios data by YCharts\" tg-width=\"720\" tg-height=\"490\"/><span>Forward PE Ratios data by YCharts</span></p><p>Palantir&#39;s business has only recently become profitable; it has posted positive net income for five consecutive quarters. While its forward P/E multiple appears high, it could improve in the future. But even based on this metric, it compares favorably against other data-focused AI stocks.</p><p>Another way to compare Palantir is by evaluating expected revenue, which may be more appropriate given the fact that many of these companies aren&#39;t generating much profit just yet.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/438bb28e207e2ab978b9095a8080c389\" alt=\"Forward PS Ratio data by YCharts\" title=\"Forward PS Ratio data by YCharts\" tg-width=\"720\" tg-height=\"490\"/><span>Forward PS Ratio data by YCharts</span></p><p>Here Palantir&#39;s valuation is right in the middle of the pack, suggesting that its price is fair compared to the prices of other comparable stocks.</p><h2 id=\"id_2842097032\">Does Palantir&#39;s revenue growth rate warrant a premium?</h2><p>Investors&#39; willingness to pay a premium for a business may ultimately come down to how fast it is growing. Here&#39;s how these stocks fare against one another in terms of their quarterly growth rates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0a0b2c6f242838501d4b52267e0412cd\" alt=\"Quarterly Revenue Growth Rates data by YCharts\" title=\"Quarterly Revenue Growth Rates data by YCharts\" tg-width=\"720\" tg-height=\"490\"/><span>Quarterly Revenue Growth Rates data by YCharts</span></p><p>Palantir&#39;s revenue growth rate is around 20%, and that&#39;s roughly what management expects for 2024. That&#39;s a decent rate of growth, but it is a bit underwhelming compared to the other stocks on this list, which suggests that perhaps Palantir&#39;s valuation is a bit rich and that it should be trading at a lower revenue multiple.</p><h2 id=\"id_3408908027\">Should you buy Palantir stock right now?</h2><p>Palantir has a lot of potential through its AI platform to uncover many use cases for customers. But right now there doesn&#39;t appear to be a huge influx of orders that signal to management a much faster growth rate ahead. Palantir could be a good long-term investment, but the risk is that its valuation today is a bit high, and unless you&#39;re willing to hold on to the stock for several years, it may remain overpriced for a while -- and that could make it susceptible to a possible sell-off.</p><p>While this could still be a good investment for the long term, I would hold off on buying shares of Palantir right now. Its valuation may have become a bit too rich given its relatively modest growth rate, and there are potentially better buys out there today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Palantir Stock Now or Wait for a Dip?</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\">\nShould You Buy Palantir Stock Now or Wait for a Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-11 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/09/should-you-buy-palantir-stock-now-or-wait-for-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies has been growing at a rate of 20%, and it expects a similar growth rate this year.The company's low margins mean that while it is profitable, it isn't a cheap buy as measured by ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/09/should-you-buy-palantir-stock-now-or-wait-for-dip/\">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.","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4588":"碎股","BK4023":"应用软件"},"source_url":"https://www.fool.com/investing/2024/03/09/should-you-buy-palantir-stock-now-or-wait-for-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418492070","content_text":"Palantir Technologies has been growing at a rate of 20%, and it expects a similar growth rate this year.The company's low margins mean that while it is profitable, it isn't a cheap buy as measured by earnings.Shares of Palantir Technologies have been hot this year, trading up around 40%. Strong earnings numbers and an encouraging outlook for the data analytics company -- thanks in part to artificial intelligence (AI) -- have growth investors bullish on the stock's long-term future.The one reason investors may be hesitant to buy the stock is that there are growing concerns about a possible bubble when it comes to AI stocks, and with Palantir trading near 52-week highs, investors may be tempted to hold off on investing in the stock.Are you better off waiting for Palantir's shares to dip as part of a bursting bubble before potentially investing in the business, or should you buy the stock now regardless of a potential dip?Comparing Palantir's valuation to other fast-growing AI stocksWhen it comes to fast-growing companies, you're often going to end up paying a premium if you want to own shares of a business. You're not going to see Palantir's stock fall to a price-to-earnings (P/E) multiple of 15. Something catastrophic would have to happen for it to fall to such a modest valuation. The question becomes a matter of how much of a premium is justifiable.For AI stocks, investors have been paying high multiples based on their expected future earnings, effectively paying in advance for future growth, which can be risky if expectations don't match up to reality. Here's how Palantir's valuation compares to those of other stocks that are big on analytics and can benefit from AI.Forward PE Ratios data by YChartsPalantir's business has only recently become profitable; it has posted positive net income for five consecutive quarters. While its forward P/E multiple appears high, it could improve in the future. But even based on this metric, it compares favorably against other data-focused AI stocks.Another way to compare Palantir is by evaluating expected revenue, which may be more appropriate given the fact that many of these companies aren't generating much profit just yet.Forward PS Ratio data by YChartsHere Palantir's valuation is right in the middle of the pack, suggesting that its price is fair compared to the prices of other comparable stocks.Does Palantir's revenue growth rate warrant a premium?Investors' willingness to pay a premium for a business may ultimately come down to how fast it is growing. Here's how these stocks fare against one another in terms of their quarterly growth rates.Quarterly Revenue Growth Rates data by YChartsPalantir's revenue growth rate is around 20%, and that's roughly what management expects for 2024. That's a decent rate of growth, but it is a bit underwhelming compared to the other stocks on this list, which suggests that perhaps Palantir's valuation is a bit rich and that it should be trading at a lower revenue multiple.Should you buy Palantir stock right now?Palantir has a lot of potential through its AI platform to uncover many use cases for customers. But right now there doesn't appear to be a huge influx of orders that signal to management a much faster growth rate ahead. Palantir could be a good long-term investment, but the risk is that its valuation today is a bit high, and unless you're willing to hold on to the stock for several years, it may remain overpriced for a while -- and that could make it susceptible to a possible sell-off.While this could still be a good investment for the long term, I would hold off on buying shares of Palantir right now. Its valuation may have become a bit too rich given its relatively modest growth rate, and there are potentially better buys out there today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282122828181600,"gmtCreate":1709906155105,"gmtModify":1709906157924,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282122828181600","repostId":"2417890702","repostType":4,"repost":{"id":"2417890702","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1709884903,"share":"https://ttm.financial/m/news/2417890702?lang=&edition=fundamental","pubTime":"2024-03-08 16:01","market":"us","language":"en","title":"Cathie Wood Sells $13.15M Worth Of Coinbase Shares — Shops For Palantir Stock Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2417890702","media":"Benzinga","summary":"On Thursday, Cathie Wood-led Ark Invest made some significant trades, with Coinbase Global Inc (NASDAQ:COIN) and Palantir Technologies Inc (NYSE:PLTR) being the most prominent.","content":"<html><head></head><body><p>On Thursday, Cathie Wood-led Ark Invest made some significant trades, with <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc</a> and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a> being the most prominent.</p><p><strong>The Coinbase Trade</strong></p><p>Ark Invest sold a substantial number of Coinbase shares across three of its funds: <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> ARKK, <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> ARKW, and Ark Fintech Innovation ETF ARKF.</p><p>The total number of shares sold was 54,215. The transaction was valued at $13.15 million. This move came as Bitcoin BTC/USD was nearing a new all-time high, flirting with the $69,000 mark. Coinbase shares closed at $242.62, up 1.71% for the day.</p><p><strong>The Palantir Trade</strong></p><p>On the other hand, Ark Invest bought 19,749 shares of Palantir, worth $522,558, for its ARK Space Exploration &amp; Innovation ETF ARKX.</p><p>This decision comes amid Jim Cramer’s strong buy recommendation for Palantir on his “Lightning Round” segment. Palantir shares closed at $26.46, up 1.15% for the day.</p><p><strong>Other Key Trades:</strong></p><ul style=\"\"><li><p>Ark Invest bought 74,00 shares of <strong>JSC KASPI.KZ ADR</strong> KSPI and 28,503 shares of <strong>Toast Inc</strong> TOST for its ARKF fund.</p></li><li><p>It also bought 89,602 shares of <strong>SoFi Technologies Inc</strong> SOFI for ARKF and 636,269 shares for ARKK.</p></li><li><p>For its ARKG fund, Ark Invest bought 14,650 shares of <strong>908 Devices Inc</strong> MASS and 45,999 shares of <strong><a href=\"https://laohu8.com/S/PSNL\">Personalis</a> Inc</strong>.</p></li><li><p>It also bought 36,571 shares of <strong><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a></strong> for ARKK and 8,260 shares for ARKW. For its ARKX fund, Ark Invest bought 13,463 shares of <strong>Iridium Communications Inc</strong> IRDM and 3,390 shares of <strong>Teradyne Inc</strong> TER.</p></li></ul></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>Cathie Wood Sells $13.15M Worth Of Coinbase Shares — Shops For Palantir Stock Instead</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\">\nCathie Wood Sells $13.15M Worth Of Coinbase Shares — Shops For Palantir Stock Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-03-08 16:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Thursday, Cathie Wood-led Ark Invest made some significant trades, with <a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc</a> and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc</a> being the most prominent.</p><p><strong>The Coinbase Trade</strong></p><p>Ark Invest sold a substantial number of Coinbase shares across three of its funds: <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> ARKK, <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> ARKW, and Ark Fintech Innovation ETF ARKF.</p><p>The total number of shares sold was 54,215. The transaction was valued at $13.15 million. This move came as Bitcoin BTC/USD was nearing a new all-time high, flirting with the $69,000 mark. Coinbase shares closed at $242.62, up 1.71% for the day.</p><p><strong>The Palantir Trade</strong></p><p>On the other hand, Ark Invest bought 19,749 shares of Palantir, worth $522,558, for its ARK Space Exploration &amp; Innovation ETF ARKX.</p><p>This decision comes amid Jim Cramer’s strong buy recommendation for Palantir on his “Lightning Round” segment. Palantir shares closed at $26.46, up 1.15% for the day.</p><p><strong>Other Key Trades:</strong></p><ul style=\"\"><li><p>Ark Invest bought 74,00 shares of <strong>JSC KASPI.KZ ADR</strong> KSPI and 28,503 shares of <strong>Toast Inc</strong> TOST for its ARKF fund.</p></li><li><p>It also bought 89,602 shares of <strong>SoFi Technologies Inc</strong> SOFI for ARKF and 636,269 shares for ARKK.</p></li><li><p>For its ARKG fund, Ark Invest bought 14,650 shares of <strong>908 Devices Inc</strong> MASS and 45,999 shares of <strong><a href=\"https://laohu8.com/S/PSNL\">Personalis</a> Inc</strong>.</p></li><li><p>It also bought 36,571 shares of <strong><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a></strong> for ARKK and 8,260 shares for ARKW. For its ARKX fund, Ark Invest bought 13,463 shares of <strong>Iridium Communications Inc</strong> IRDM and 3,390 shares of <strong>Teradyne Inc</strong> TER.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","PLTR":"Palantir Technologies Inc.","BTC":"Grayscale Bitcoin Mini Trust"},"source_url":"https://www.benzinga.com/markets/cryptocurrency/24/03/37552915/cathie-wood-sells-13-15m-worth-of-coinbase-shares-amid-bitcoin-flirting-with-all-time-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417890702","content_text":"On Thursday, Cathie Wood-led Ark Invest made some significant trades, with Coinbase Global Inc and Palantir Technologies Inc being the most prominent.The Coinbase TradeArk Invest sold a substantial number of Coinbase shares across three of its funds: ARK Innovation ETF ARKK, ARK Next Generation Internet ETF ARKW, and Ark Fintech Innovation ETF ARKF.The total number of shares sold was 54,215. The transaction was valued at $13.15 million. This move came as Bitcoin BTC/USD was nearing a new all-time high, flirting with the $69,000 mark. Coinbase shares closed at $242.62, up 1.71% for the day.The Palantir TradeOn the other hand, Ark Invest bought 19,749 shares of Palantir, worth $522,558, for its ARK Space Exploration & Innovation ETF ARKX.This decision comes amid Jim Cramer’s strong buy recommendation for Palantir on his “Lightning Round” segment. Palantir shares closed at $26.46, up 1.15% for the day.Other Key Trades:Ark Invest bought 74,00 shares of JSC KASPI.KZ ADR KSPI and 28,503 shares of Toast Inc TOST for its ARKF fund.It also bought 89,602 shares of SoFi Technologies Inc SOFI for ARKF and 636,269 shares for ARKK.For its ARKG fund, Ark Invest bought 14,650 shares of 908 Devices Inc MASS and 45,999 shares of Personalis Inc.It also bought 36,571 shares of Roku Inc for ARKK and 8,260 shares for ARKW. For its ARKX fund, Ark Invest bought 13,463 shares of Iridium Communications Inc IRDM and 3,390 shares of Teradyne Inc TER.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282133137219744,"gmtCreate":1709906125962,"gmtModify":1709906128380,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282133137219744","repostId":"2417744512","repostType":4,"repost":{"id":"2417744512","kind":"highlight","pubTimestamp":1709879400,"share":"https://ttm.financial/m/news/2417744512?lang=&edition=fundamental","pubTime":"2024-03-08 14:30","market":"us","language":"en","title":"Palantir Stock | One Big Reason They Keep Surging","url":"https://stock-news.laohu8.com/highlight/detail?id=2417744512","media":"FX Empire","summary":"the superstars. Money flows often reveal tomorrow’s leaders…today.Palantir Price PredictionThe Palantir rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.","content":"<html><head></head><body><p>Palantir Technologies (PLTR) has crushed markets, soaring 52% in 2024. One easily missed reason for the climb is how it’s attracting Big Money activity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa6eead46545178c7b9e1d66a9aed008\" alt=\"\" title=\"\" tg-width=\"660\" tg-height=\"497\"/></p><h2 id=\"palantir-stock-is-soaring-as-volume-rips\" style=\"text-align: start;\">Palantir Stock is Soaring As Volume Rips</h2><p style=\"text-align: start;\">Institutional volumes reveal plenty. For 1-year, PLTR has enjoyed heavy Big Money buying, which we believe to be institutional accumulation.<br/>Each green bar signals unusually large volumes in PLTR shares, pushing the stock higher:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63dbe7504259f67424f922d3aa1b8bee\" alt=\"Source: www.mapsignals.com\" title=\"Source: www.mapsignals.com\" tg-width=\"1200\" tg-height=\"1400\"/><span>Source: www.mapsignals.com</span></p><p>Plenty of industrial names are under accumulation right now. But when you dive into the fundamentals, there’s a powerful tailwind going on with Palantir.</p><h2 id=\"palantir-fundamental-analysis\">Palantir Fundamental Analysis</h2><p>Institutional support coupled with a healthy fundamental backdrop makes this company worth investigating. As you can see, PLTR has had positive sales &amp; EPS growth in recent years:</p><ul style=\"\"><li><p>3-year sales growth rate (+27.2%)</p></li><li><p>3-year EPS growth rate (+45.8%)</p></li></ul><p>Source: FactSet</p><p>EPS is estimated to ramp higher this year by +20.3%.</p><p>Now it makes sense why the stock has been powering to new heights. Palantir is gaining due to the forward earnings picture.</p><p>Marrying great fundamentals with our proprietary software has found some big winning stocks over the long-term.</p><p>Palantir has recently been a top-rated stock at MAPsignals. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.</p><p>It’s made the rare Top 20 report only twice. The blue bars below shows when PLTR was a top pick…cutting through the noise.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8250b7623a0f685f2cbcdd7ef8ffb3c\" alt=\"Source: www.mapsignals.cm\" title=\"Source: www.mapsignals.cm\" tg-width=\"1200\" tg-height=\"1400\"/><span>Source: www.mapsignals.cm</span></p><p style=\"text-align: start;\">Tracking unusual volumes reveals the power of money flows.</p><p style=\"text-align: start;\">This is a trait that most outlier stocks exhibit…the superstars. Money flows often reveal tomorrow’s leaders…today.</p><h2 id=\"palantir-price-prediction\" style=\"text-align: start;\">Palantir Price Prediction</h2><p style=\"text-align: start;\">The Palantir rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.</p></body></html>","source":"lsy1615275749866","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock | One Big Reason They Keep Surging</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock | One Big Reason They Keep Surging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-08 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fxempire.com/forecasts/article/palantir-stock-one-big-reason-they-keep-surging-1414843><strong>FX Empire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) has crushed markets, soaring 52% in 2024. One easily missed reason for the climb is how it’s attracting Big Money activity.Palantir Stock is Soaring As Volume ...</p>\n\n<a href=\"https://www.fxempire.com/forecasts/article/palantir-stock-one-big-reason-they-keep-surging-1414843\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4543":"AI","BK4588":"碎股","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fxempire.com/forecasts/article/palantir-stock-one-big-reason-they-keep-surging-1414843","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417744512","content_text":"Palantir Technologies (PLTR) has crushed markets, soaring 52% in 2024. One easily missed reason for the climb is how it’s attracting Big Money activity.Palantir Stock is Soaring As Volume RipsInstitutional volumes reveal plenty. For 1-year, PLTR has enjoyed heavy Big Money buying, which we believe to be institutional accumulation.Each green bar signals unusually large volumes in PLTR shares, pushing the stock higher:Source: www.mapsignals.comPlenty of industrial names are under accumulation right now. But when you dive into the fundamentals, there’s a powerful tailwind going on with Palantir.Palantir Fundamental AnalysisInstitutional support coupled with a healthy fundamental backdrop makes this company worth investigating. As you can see, PLTR has had positive sales & EPS growth in recent years:3-year sales growth rate (+27.2%)3-year EPS growth rate (+45.8%)Source: FactSetEPS is estimated to ramp higher this year by +20.3%.Now it makes sense why the stock has been powering to new heights. Palantir is gaining due to the forward earnings picture.Marrying great fundamentals with our proprietary software has found some big winning stocks over the long-term.Palantir has recently been a top-rated stock at MAPsignals. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.It’s made the rare Top 20 report only twice. The blue bars below shows when PLTR was a top pick…cutting through the noise.Source: www.mapsignals.cmTracking unusual volumes reveals the power of money flows.This is a trait that most outlier stocks exhibit…the superstars. Money flows often reveal tomorrow’s leaders…today.Palantir Price PredictionThe Palantir rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282203773010064,"gmtCreate":1709906070508,"gmtModify":1709906073430,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282203773010064","repostId":"1154987173","repostType":4,"repost":{"id":"1154987173","kind":"news","pubTimestamp":1709901122,"share":"https://ttm.financial/m/news/1154987173?lang=&edition=fundamental","pubTime":"2024-03-08 20:32","market":"us","language":"en","title":"Palantir Rises As Wedbush Bumps Price Target After AIPCon","url":"https://stock-news.laohu8.com/highlight/detail?id=1154987173","media":"seekingalpha","summary":"Palantir Technologies shares rose nearly 2% in premarket trading on Friday after Wedbush Securities raised its price target on the enterprise software company following its AIPCon conference.\"Our rece","content":"<html><head></head><body><p>Palantir Technologies shares rose nearly 2% in premarket trading on Friday after Wedbush Securities raised its price target on the enterprise software company following its AIPCon conference.</p><p>&#34;Our recent checks on Palantir in the field have been incrementally more bullish as we believe the AIP foundation is becoming viewed by many US enterprises as the &#39;launching pad of AI use cases,&#39;&#34; analyst Dan Ives wrote in a note to clients.</p><p>&#34;With the AI Revolution now quickly heading towards the key use case and deployment stage, Palantir with its flagship AIP platform and myriad of customer bootcamps is in the sweet spot to monetize a tidal wave of enterprise spend now quickly hitting the shores of the tech sector in our opinion.&#34; Ives reiterated his Outperform rating and raised his price target to $35 from $30.</p><p>The recent deal with the U.S. Army for its TITAN project is just a start, as the company&#39;s artificial intelligence platform is a &#34;game changer,&#34; Ives said.</p><p>&#34;In eye-popping up-times with customers that we spoken with over the past few months completely &amp; fully integrated between 1-4 weeks of signing papers, an impressive feat that speaks to the PLTR AI vision now playing out in the field,&#34; Ives explained. &#34;Palantir is continuing to pioneer and guide customers to deploy products, optimize workflows, and produce operational results at industry-leading rates while incorporating privacy-protective features.&#34;</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Rises As Wedbush Bumps Price Target After AIPCon</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 Rises As Wedbush Bumps Price Target After AIPCon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-08 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4077581-palantir-rises-wedbush-bumps-price-target-after-aipcon><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies shares rose nearly 2% in premarket trading on Friday after Wedbush Securities raised its price target on the enterprise software company following its AIPCon conference.\"Our ...</p>\n\n<a href=\"https://seekingalpha.com/news/4077581-palantir-rises-wedbush-bumps-price-target-after-aipcon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/news/4077581-palantir-rises-wedbush-bumps-price-target-after-aipcon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154987173","content_text":"Palantir Technologies shares rose nearly 2% in premarket trading on Friday after Wedbush Securities raised its price target on the enterprise software company following its AIPCon conference.\"Our recent checks on Palantir in the field have been incrementally more bullish as we believe the AIP foundation is becoming viewed by many US enterprises as the 'launching pad of AI use cases,'\" analyst Dan Ives wrote in a note to clients.\"With the AI Revolution now quickly heading towards the key use case and deployment stage, Palantir with its flagship AIP platform and myriad of customer bootcamps is in the sweet spot to monetize a tidal wave of enterprise spend now quickly hitting the shores of the tech sector in our opinion.\" Ives reiterated his Outperform rating and raised his price target to $35 from $30.The recent deal with the U.S. Army for its TITAN project is just a start, as the company's artificial intelligence platform is a \"game changer,\" Ives said.\"In eye-popping up-times with customers that we spoken with over the past few months completely & fully integrated between 1-4 weeks of signing papers, an impressive feat that speaks to the PLTR AI vision now playing out in the field,\" Ives explained. \"Palantir is continuing to pioneer and guide customers to deploy products, optimize workflows, and produce operational results at industry-leading rates while incorporating privacy-protective features.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281752373444632,"gmtCreate":1709815711422,"gmtModify":1709815714034,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281752373444632","repostId":"2416169951","repostType":4,"repost":{"id":"2416169951","kind":"highlight","pubTimestamp":1709794800,"share":"https://ttm.financial/m/news/2416169951?lang=&edition=fundamental","pubTime":"2024-03-07 15:00","market":"us","language":"en","title":"The Potential Catalyst Positioning Palantir Stock to Double by 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2416169951","media":"InvestorPlace","summary":"PLTR stock achieved GAAP profitability in the 2023 fiscal year, and an S&P 500 inclusion in 2024 could drive the share price to double.","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir is an AI pure play and it’s just getting started.</p></li><li><p>An S&amp;P 500 inclusion is imminent and Palantir is setting up to double.</p></li><li><p>GAAP profitability in the 2023 fiscal year and share buybacks showcase management’s commitment to driving shareholder value.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a56a0fcc7815b31aae43e84cb195d715\" alt=\"Source: Mamun sheikh K / Shutterstock.com\" title=\"Source: Mamun sheikh K / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Mamun sheikh K / Shutterstock.com</span></p><p>Are you wondering if Palantir is in a bubble and if it deserves a spot in your portfolio? Those are certainly important questions that you might want answered if you are one of those PLTR stock holders.</p><p>Palantir Technologies is coming off a fantastic 2023 fiscal year, and this year looks just as promising. They achieved GAAP profitability for 5 consecutive quarters, making the company eligible for S&amp;P 500 inclusion in 2024. Furthermore, Palantir’s AIP is gaining traction with their bootcamp being a huge differentiator to drive new users.</p><h2 id=\"id_3048394716\">Palantir is an AI Pure Play</h2><p>What many seem to forget is that Palantir has been developing AI and machine learning models before it became a hot topic. CEO Alex Karp, recently said that the U.S. is eating everyone’s lunch on AI, and their AIP continues to gain traction.</p><p>There are many positive catalysts including the continued growth of government revenues. However, what investors should focus on is the company’s growth in commercial revenues. </p><p>Wall Street has heavily criticized Palantir’s reliance on government contracts but that will soon be a thing of the past. Palantir’s commercial revenue grew 32% YOY and 13% quarter over quarter in their Q4 and full year 2023 results. This a promising sign as the company is focused on driving diversified profitable growth. </p><p>Additionally, they are guiding U.S. commercial revenue in excess of $640 million in FY24, implying approximately 40% YOY growth. This could be the catalyst for the company to surge to new highs in 2024. </p><h2 id=\"id_248437879\">The Next Candidate to Join the S&amp;P 500 Index</h2><p>There are a growing number of reasons for Palantir to join the S&amp;P 500 index in 2024. </p><p>Firstly, the company has already met the market capitalization requirement and achieved GAAP profitability for the 2023 fiscal year. To add the cherry on top, they have now achieved this feat for the fifth consecutive time. </p><p>CEO Alex Karp has made his intentions very clear on driving profitable growth in 2024. He disclosed the company’s guidance for FY24, including revenue between $2.652 – $2.668 billion with GAAP operating and net income in each quarter of the year. </p><p>If Palantir joins the S&amp;P 500 in 2024, shares could surge higher as funds will be forced to buy up the stock. This will be another huge milestone for the company as they continue to build on their momentum from 2023.</p><h2 id=\"id_1946221470\">PLTR Stock: Shares Are Still a Buy in 2024</h2><p>PLTR stock is still expensive relative to other pure play AI stocks. However, Palantir will likely see a higher CAGR in revenue and EPS over the next several years.</p><p>They have largely focused on government contracts and have only recently made a pivot to driving diversified growth. Their AIP continues to gain traction, and their AI bootcamp is a great way to funnel in new customers. </p><p>After achieving GAAP profitability in 2023, Palantir plans to continue driving profitable growth in 2024. An S&amp;P 500 inclusion can be the spark that positions the company to double from current levels.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Potential Catalyst Positioning Palantir Stock to Double by 2026</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Potential Catalyst Positioning Palantir Stock to Double by 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/the-potential-catalyst-positioning-palantir-stock-to-double-by-2026/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is an AI pure play and it’s just getting started.An S&P 500 inclusion is imminent and Palantir is setting up to double.GAAP profitability in the 2023 fiscal year and share buybacks showcase ...</p>\n\n<a href=\"https://investorplace.com/2024/03/the-potential-catalyst-positioning-palantir-stock-to-double-by-2026/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4543":"AI","BK4581":"高盛持仓","BK4559":"巴菲特持仓","BK4588":"碎股","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2024/03/the-potential-catalyst-positioning-palantir-stock-to-double-by-2026/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416169951","content_text":"Palantir is an AI pure play and it’s just getting started.An S&P 500 inclusion is imminent and Palantir is setting up to double.GAAP profitability in the 2023 fiscal year and share buybacks showcase management’s commitment to driving shareholder value.Source: Mamun sheikh K / Shutterstock.comAre you wondering if Palantir is in a bubble and if it deserves a spot in your portfolio? Those are certainly important questions that you might want answered if you are one of those PLTR stock holders.Palantir Technologies is coming off a fantastic 2023 fiscal year, and this year looks just as promising. They achieved GAAP profitability for 5 consecutive quarters, making the company eligible for S&P 500 inclusion in 2024. Furthermore, Palantir’s AIP is gaining traction with their bootcamp being a huge differentiator to drive new users.Palantir is an AI Pure PlayWhat many seem to forget is that Palantir has been developing AI and machine learning models before it became a hot topic. CEO Alex Karp, recently said that the U.S. is eating everyone’s lunch on AI, and their AIP continues to gain traction.There are many positive catalysts including the continued growth of government revenues. However, what investors should focus on is the company’s growth in commercial revenues. Wall Street has heavily criticized Palantir’s reliance on government contracts but that will soon be a thing of the past. Palantir’s commercial revenue grew 32% YOY and 13% quarter over quarter in their Q4 and full year 2023 results. This a promising sign as the company is focused on driving diversified profitable growth. Additionally, they are guiding U.S. commercial revenue in excess of $640 million in FY24, implying approximately 40% YOY growth. This could be the catalyst for the company to surge to new highs in 2024. The Next Candidate to Join the S&P 500 IndexThere are a growing number of reasons for Palantir to join the S&P 500 index in 2024. Firstly, the company has already met the market capitalization requirement and achieved GAAP profitability for the 2023 fiscal year. To add the cherry on top, they have now achieved this feat for the fifth consecutive time. CEO Alex Karp has made his intentions very clear on driving profitable growth in 2024. He disclosed the company’s guidance for FY24, including revenue between $2.652 – $2.668 billion with GAAP operating and net income in each quarter of the year. If Palantir joins the S&P 500 in 2024, shares could surge higher as funds will be forced to buy up the stock. This will be another huge milestone for the company as they continue to build on their momentum from 2023.PLTR Stock: Shares Are Still a Buy in 2024PLTR stock is still expensive relative to other pure play AI stocks. However, Palantir will likely see a higher CAGR in revenue and EPS over the next several years.They have largely focused on government contracts and have only recently made a pivot to driving diversified growth. Their AIP continues to gain traction, and their AI bootcamp is a great way to funnel in new customers. After achieving GAAP profitability in 2023, Palantir plans to continue driving profitable growth in 2024. An S&P 500 inclusion can be the spark that positions the company to double from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281348837671112,"gmtCreate":1709717194087,"gmtModify":1709717197245,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281348837671112","repostId":"2417823520","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279679525429432,"gmtCreate":1709302756959,"gmtModify":1709302761938,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279679525429432","repostId":"2415548882","repostType":2,"repost":{"id":"2415548882","kind":"highlight","pubTimestamp":1709203027,"share":"https://ttm.financial/m/news/2415548882?lang=&edition=fundamental","pubTime":"2024-02-29 18:37","market":"us","language":"en","title":"Array Technologies Full Year 2023 Earnings: Beats Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2415548882","media":"Simply Wall St.","summary":"Profit margin: 5.4% . The move to profitability was driven by lower expenses.NasdaqGM:ARRY Earnings and Revenue Growth February 29th 2024. All figures shown in the chart above are for the trailing 12 month  period. Revenue exceeded analyst estimates by 1.6%. Earnings per share  also surpassed analyst estimates by 14%.Looking ahead, revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electrical industry in the US.The company's shares are up 2.3% from a week ago.It is worth noting though that we have found 1 warning sign for Array Technologies that you need to take into consideration.","content":"<html><body><h2>Array Technologies (NASDAQ:ARRY) Full Year 2023 Results</h2>\n<h3>Key Financial Results</h3>\n<ul>\n<li>Revenue: US$1.58b (down 3.7% from FY 2022).</li>\n<li>Net income: US$85.5m (up from US$43.6m loss in FY 2022).</li>\n<li>Profit margin: 5.4% (up from net loss in FY 2022). The move to profitability was driven by lower expenses.</li>\n<li>EPS: US$0.57 (up from US$0.29 loss in FY 2022).</li>\n</ul>\n<figure>\n<img height=\"524\" src=\"https://s1.yimg.com/uu/api/res/1.2/uBE_nS5TkAds_WiaDst0qQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/840c79e3b3a6f0b18ba7aeba5de48e0c\" width=\"821\"/>\n<figcaption>\n  NasdaqGM:ARRY Earnings and Revenue Growth February 29th 2024\n </figcaption>\n</figure>\n<p><i>All figures shown in the chart above are for the trailing 12 month (TTM) period</i></p>\n<h3>Array Technologies Revenues and Earnings Beat Expectations</h3>\n<p> Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 14%. </p>\n<p> Looking ahead, revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electrical industry in the US. </p>\n<p><i>Performance of the <strong>American Electrical industry.</strong></i></p>\n<p> The company's shares are up 2.3% from a week ago. </p>\n<h3>Risk Analysis</h3>\n<p> It is worth noting though that we have found <strong>1 warning sign for Array Technologies</strong> that you need to take into consideration. </p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></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>Array Technologies Full Year 2023 Earnings: Beats Expectations</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\">\nArray Technologies Full Year 2023 Earnings: Beats Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-29 18:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/array-technologies-full-2023-earnings-103707129.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Array Technologies (NASDAQ:ARRY) Full Year 2023 Results\nKey Financial Results\n\nRevenue: US$1.58b (down 3.7% from FY 2022).\nNet income: US$85.5m (up from US$43.6m loss in FY 2022).\nProfit margin: 5.4% ...</p>\n\n<a href=\"https://finance.yahoo.com/news/array-technologies-full-2023-earnings-103707129.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/1.2/5Vpve0Pc2F3m_L3fs2p_dQ--~B/aD02MzY7dz05NDU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/simply_wall_st__316/78a8c60a6283aea0450523395306d38c","relate_stocks":{"ARRY":"Array Technologies Inc."},"source_url":"https://finance.yahoo.com/news/array-technologies-full-2023-earnings-103707129.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2415548882","content_text":"Array Technologies (NASDAQ:ARRY) Full Year 2023 Results\nKey Financial Results\n\nRevenue: US$1.58b (down 3.7% from FY 2022).\nNet income: US$85.5m (up from US$43.6m loss in FY 2022).\nProfit margin: 5.4% (up from net loss in FY 2022). The move to profitability was driven by lower expenses.\nEPS: US$0.57 (up from US$0.29 loss in FY 2022).\n\n\n\n\n  NasdaqGM:ARRY Earnings and Revenue Growth February 29th 2024\n \n\nAll figures shown in the chart above are for the trailing 12 month (TTM) period\nArray Technologies Revenues and Earnings Beat Expectations\n Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 14%. \n Looking ahead, revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Electrical industry in the US. \nPerformance of the American Electrical industry.\n The company's shares are up 2.3% from a week ago. \nRisk Analysis\n It is worth noting though that we have found 1 warning sign for Array Technologies that you need to take into consideration. \nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279261124559032,"gmtCreate":1709200608309,"gmtModify":1709200612317,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👌👍","listText":"👌👍","text":"👌👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279261124559032","repostId":"2414820725","repostType":4,"repost":{"id":"2414820725","kind":"highlight","pubTimestamp":1709177505,"share":"https://ttm.financial/m/news/2414820725?lang=&edition=fundamental","pubTime":"2024-02-29 11:31","market":"us","language":"en","title":"No Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2414820725","media":"InvestorPlace","summary":"Is PLTR stock too expensive to buy and hold in 2024? Not if Palantir Technologies continues to leverage the AI trend in the coming quarters.","content":"<html><head></head><body><ul style=\"\"><li><p>An analyst recommends taking profits on Palantir Technologies stock.</p></li></ul><ul style=\"\"><li><p>However, Palantir Technologies appears to be a good candidate for inclusion in the S&amp;P 500 index.</p></li><li><p>Investors should consider buying and holding PLTR stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1ff7f2b1ba148225161eb899e3aa769\" alt=\"Source: Sundry Photography / Shutterstock.com\" title=\"Source: Sundry Photography / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Sundry Photography / Shutterstock.com</span></p><p>Which side of the fence are you on? You can either be in the winner’s circle and benefit from Palantir Technologies’ amazing growth story, or you can sit on the sidelines and worry that PLTR stock is “due” for a crash. So far, investors on the long side of the trade have profited handsomely. Considering Palantir’s outstanding results, there’s no compelling reason to turn bearish now. </p><p>Just to provide a recap, Palantir Technologies is headquartered in Colorado and provides security products and services. Palantir embeds artificial intelligence functionalities into many of its products. With the cybersecurity and AI markets potentially poised for substantial growth, Palantir stock absolutely deserves an “A” grade.</p><h2 id=\"id_1728805993\">Diverging Analyst Views of PLTR Stock</h2><p>In light of Palantir Technologies’ stellar fourth-quarter 2023 results, Wedbush Securities analyst Dan Ives called Palantir the “Messi of AI.” This was a reference to Lionel Messi, a soccer superstar.</p><p>Ives published a $30 price target on PLTR stock, which implies substantial upside in the near term. However, not every expert on Wall Street is as enthusiastic as Ives is.</p><p>HSBC Global Research analyst Stephen Bersey downgraded Palantir stock from “buy” to “hold” and assigned the shares a not-so-optimistic $22 price target. Apparently, Bersey is concerned about Palantir Technologies’ valuation.</p><p>Yet, Bersey also expects (per <em>Barron’s</em>) that Palantir “can grow earnings on a compounded basis more than 24% a year through 2028.” Bersey admitted that Palantir Technologies’ “commercial business is witnessing a strong acceleration, especially in the U.S., as demand for the company’s AI Platform remains strong.”</p><p>If it’s true, as Bersey states, that Palantir “is well positioned to benefit from the strong demand for its artificial intelligence products,” then it’s not particularly productive to worry about the company’s valuation. Palantir Technologies’ valuation is justified with strong growth potential.</p><h2 id=\"id_3724967759\">Is Palantir About to Be Included in the S&amp;P 500?</h2><p>Here’s another pillar of the bullish argument for PLTR stock. As a Seeking Alpha article by Noah’s Arc Capital Management suggests, Palantir Technologies is a good candidate for inclusion in the S&amp;P 500 index.</p><p>Noah’s Arc Capital Management observes that Palantir, after reporting excellent fourth-quarter 2023 results, has the “potential for 4 straight quarters of operating profitability, increasing its chances of joining the S&amp;P 500.” To that, we could add that Palantir Technologies achieved five consecutive quarters of GAAP-measured profitability.</p><p>We could also mention that Palantir’s Q4 2023 U.S. commercial revenue grew 70% year over year to $131 million. Yet, there’s no need to belabor the point. Palantir Technologies has earned its “Messi” superstar status.</p><p>If Palantir is included in the S&amp;P 500 index, then PLTR stock would be a component of many index funds. This could buoy the Palantir share price while also adding a sense of prestige to the company.</p><h2 id=\"id_2360824938\">PLTR Stock: Don’t Fret About Palantir’s Valuation</h2><p>Last year, traders who worried about Palantir stock being in a “bubble” ended up missing out on a great buying opportunity. Going forward, Palantir Technologies has tremendous growth prospects and fretting over Palantir’s valuation is counterproductive.</p><p>Besides, Palantir Technologies looks like a strong candidate for inclusion in the S&amp;P 500 index. So, don’t be deterred by the worry warts’ objections. PLTR stock has the potential to rally throughout 2024, and it earns a confident “A” grade.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>No Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher</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\">\nNo Bubble, No Trouble: Palantir Stock Is Ready to Roar Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-29 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2024/02/no-bubble-no-trouble-palantir-stock-is-ready-to-roar-higher/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An analyst recommends taking profits on Palantir Technologies stock.However, Palantir Technologies appears to be a good candidate for inclusion in the S&P 500 index.Investors should consider buying ...</p>\n\n<a href=\"https://investorplace.com/market360/2024/02/no-bubble-no-trouble-palantir-stock-is-ready-to-roar-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4543":"AI","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4588":"碎股","BK4504":"桥水持仓","BK4023":"应用软件"},"source_url":"https://investorplace.com/market360/2024/02/no-bubble-no-trouble-palantir-stock-is-ready-to-roar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2414820725","content_text":"An analyst recommends taking profits on Palantir Technologies stock.However, Palantir Technologies appears to be a good candidate for inclusion in the S&P 500 index.Investors should consider buying and holding PLTR stock.Source: Sundry Photography / Shutterstock.comWhich side of the fence are you on? You can either be in the winner’s circle and benefit from Palantir Technologies’ amazing growth story, or you can sit on the sidelines and worry that PLTR stock is “due” for a crash. So far, investors on the long side of the trade have profited handsomely. Considering Palantir’s outstanding results, there’s no compelling reason to turn bearish now. Just to provide a recap, Palantir Technologies is headquartered in Colorado and provides security products and services. Palantir embeds artificial intelligence functionalities into many of its products. With the cybersecurity and AI markets potentially poised for substantial growth, Palantir stock absolutely deserves an “A” grade.Diverging Analyst Views of PLTR StockIn light of Palantir Technologies’ stellar fourth-quarter 2023 results, Wedbush Securities analyst Dan Ives called Palantir the “Messi of AI.” This was a reference to Lionel Messi, a soccer superstar.Ives published a $30 price target on PLTR stock, which implies substantial upside in the near term. However, not every expert on Wall Street is as enthusiastic as Ives is.HSBC Global Research analyst Stephen Bersey downgraded Palantir stock from “buy” to “hold” and assigned the shares a not-so-optimistic $22 price target. Apparently, Bersey is concerned about Palantir Technologies’ valuation.Yet, Bersey also expects (per Barron’s) that Palantir “can grow earnings on a compounded basis more than 24% a year through 2028.” Bersey admitted that Palantir Technologies’ “commercial business is witnessing a strong acceleration, especially in the U.S., as demand for the company’s AI Platform remains strong.”If it’s true, as Bersey states, that Palantir “is well positioned to benefit from the strong demand for its artificial intelligence products,” then it’s not particularly productive to worry about the company’s valuation. Palantir Technologies’ valuation is justified with strong growth potential.Is Palantir About to Be Included in the S&P 500?Here’s another pillar of the bullish argument for PLTR stock. As a Seeking Alpha article by Noah’s Arc Capital Management suggests, Palantir Technologies is a good candidate for inclusion in the S&P 500 index.Noah’s Arc Capital Management observes that Palantir, after reporting excellent fourth-quarter 2023 results, has the “potential for 4 straight quarters of operating profitability, increasing its chances of joining the S&P 500.” To that, we could add that Palantir Technologies achieved five consecutive quarters of GAAP-measured profitability.We could also mention that Palantir’s Q4 2023 U.S. commercial revenue grew 70% year over year to $131 million. Yet, there’s no need to belabor the point. Palantir Technologies has earned its “Messi” superstar status.If Palantir is included in the S&P 500 index, then PLTR stock would be a component of many index funds. This could buoy the Palantir share price while also adding a sense of prestige to the company.PLTR Stock: Don’t Fret About Palantir’s ValuationLast year, traders who worried about Palantir stock being in a “bubble” ended up missing out on a great buying opportunity. Going forward, Palantir Technologies has tremendous growth prospects and fretting over Palantir’s valuation is counterproductive.Besides, Palantir Technologies looks like a strong candidate for inclusion in the S&P 500 index. So, don’t be deterred by the worry warts’ objections. PLTR stock has the potential to rally throughout 2024, and it earns a confident “A” grade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278177002668272,"gmtCreate":1708942110074,"gmtModify":1708942114090,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"🙏","listText":"🙏","text":"🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278177002668272","repostId":"2413759101","repostType":4,"repost":{"id":"2413759101","kind":"highlight","pubTimestamp":1708914714,"share":"https://ttm.financial/m/news/2413759101?lang=&edition=fundamental","pubTime":"2024-02-26 10:31","market":"us","language":"en","title":"Palantir Just Might Be the Best AI Stock to Buy. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2413759101","media":"InvestorPlace","summary":"Palantir Technologies  is deemed to be a best-of-breed AI stock.The Big Data firm’s platforms take complex data and make them usable through visualization techniques.It has a “stickiness” to its offerings that won’t be easy to offset by competitors.According to my Palantir Technologies  stock analysis this could be PLTR’s year. And I’m not alone. It’s been called tje “best pure-play” AI stock and the “Messi of AI,” referring to Argentinean soccer great Lionel Messi. Both are heavy crowns to wear but that may be the case.Much of this first wave of artificial intelligence is about who can make the best processors to power the large language models used to generate context. It’s foundational. It builds the infrastructure upon which the rest of the AI revolution will run.In the second and third waves and beyond where the actual applications and use cases emerge is where the real growth will happen.One problem I came across in my PLTR stock analysis is there is little","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> is deemed to be a best-of-breed AI stock.</p></li><li><p>The Big Data firm’s platforms take complex data and make them usable through visualization techniques.</p></li><li><p>It has a “stickiness” to its offerings that won’t be easy to offset by competitors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1ff7f2b1ba148225161eb899e3aa769\" alt=\"Source: Sundry Photography / Shutterstock.com\" title=\"Source: Sundry Photography / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Sundry Photography / Shutterstock.com</span></p><p>According to my <strong>Palantir Technologies</strong> stock analysis this could be PLTR’s year. And I’m not alone. It’s been called tje “best pure-play” AI stock and the “Messi of AI,” referring to Argentinean soccer great Lionel Messi. Both are heavy crowns to wear but that may be the case.</p><p>Much of this first wave of artificial intelligence is about who can make the best processors to power the large language models used to generate context. It’s foundational. It builds the infrastructure upon which the rest of the AI revolution will run. In the second and third waves and beyond where the actual applications and use cases emerge is where the real growth will happen.</p><h2 id=\"id_1249214711\">PLTR Stock Analysis</h2><p>Generative AI technology will bring a wave of benefits to the global economy. Cathie Wood predicts that AI will cause the largest productivity increase ever.</p><p>There are a few companies she is betting on to reap the largest gains from it. One of her biggest bets is Palantir. She was an early believer in the company, owning over 37 million shares at one point but sold all of them in 2022.</p><p>Wood began buying back into the data analytics firm last year and has continued amassing a growing stake in the business. Today she owns over 12 million shares across her Ark Invest exchange-traded funds for a total value of around $277 million.</p><p>Wood isn’t alone in this belief. Wedbush Securities analyst Dan Ives has been one of the biggest cheerleaders of Palantir’s potential. It was Ives who gave PLTR stock with those superlatives quoted earlier. After Palantir’s impressive fourth quarter earnings report earlier this month, he upgraded his one-year price target to $30 per share. That implies 32% upside in the stock from its current level.</p><h2 id=\"id_3054745868\">Making AI Usable</h2><p>Palantir is harnessing AI’s potential practically. Data analytics combine AI to transform vast data into usable form. The company’s Gotham and Foundry platforms for government and business, respectively, Palantir’s value comes from taking random and disparate data and combining it into an understandable and digestible visualization that even non-technical people can use.</p><p>Few companies are as adept at doing this as Palantir Technologies. Its recently released AI Platform enhances those abilities through the use of AI and machine learning. Its enterprise customers are flocking to the product in far greater numbers than even management predicted.</p><p>Particularly on the government side where its data analysis is literally life-and-death, Palantir’s leadership is mission critical to its customers. It should allow for an extended growth curve.</p><h2 id=\"id_1844567330\">Worth the Cost?</h2><p>One problem I came across in my PLTR stock analysis is there is little to no competitive moat to what Palantir offers. Other companies, through the power of AI, will replicate what Palantir’s platforms offer. It is why Palantir’s early front-runner status is so important. There could very well be high switching costs for customers considering trying another product.</p><p>Palantir’s stock is not cheap. While going for 200 times trailing earnings and 57 times estimates seems high, Palantir is newly profitable so it tends to skew such metrics higher. As it builds on its five consecutive quarters of GAAP profitability, PLTR stock will grow into the valuation.</p><p>Still, at 22 times sales and 70x free cash flow, Palantir Technologies carries a lofty valuation. Yet because of its leadership position it is worth it in this early-stage industry. It arguably has the best chance of being the best AI stock on the market today and in the future.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Just Might Be the Best AI Stock to Buy. Here's Why</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 Just Might Be the Best AI Stock to Buy. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-26 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/palantir-just-might-be-the-best-ai-stock-to-buy-heres-why/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is deemed to be a best-of-breed AI stock.The Big Data firm’s platforms take complex data and make them usable through visualization techniques.It has a “stickiness” to its ...</p>\n\n<a href=\"https://investorplace.com/2024/02/palantir-just-might-be-the-best-ai-stock-to-buy-heres-why/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BK4547":"WSB热门概念","BK4543":"AI"},"source_url":"https://investorplace.com/2024/02/palantir-just-might-be-the-best-ai-stock-to-buy-heres-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413759101","content_text":"Palantir Technologies is deemed to be a best-of-breed AI stock.The Big Data firm’s platforms take complex data and make them usable through visualization techniques.It has a “stickiness” to its offerings that won’t be easy to offset by competitors.Source: Sundry Photography / Shutterstock.comAccording to my Palantir Technologies stock analysis this could be PLTR’s year. And I’m not alone. It’s been called tje “best pure-play” AI stock and the “Messi of AI,” referring to Argentinean soccer great Lionel Messi. Both are heavy crowns to wear but that may be the case.Much of this first wave of artificial intelligence is about who can make the best processors to power the large language models used to generate context. It’s foundational. It builds the infrastructure upon which the rest of the AI revolution will run. In the second and third waves and beyond where the actual applications and use cases emerge is where the real growth will happen.PLTR Stock AnalysisGenerative AI technology will bring a wave of benefits to the global economy. Cathie Wood predicts that AI will cause the largest productivity increase ever.There are a few companies she is betting on to reap the largest gains from it. One of her biggest bets is Palantir. She was an early believer in the company, owning over 37 million shares at one point but sold all of them in 2022.Wood began buying back into the data analytics firm last year and has continued amassing a growing stake in the business. Today she owns over 12 million shares across her Ark Invest exchange-traded funds for a total value of around $277 million.Wood isn’t alone in this belief. Wedbush Securities analyst Dan Ives has been one of the biggest cheerleaders of Palantir’s potential. It was Ives who gave PLTR stock with those superlatives quoted earlier. After Palantir’s impressive fourth quarter earnings report earlier this month, he upgraded his one-year price target to $30 per share. That implies 32% upside in the stock from its current level.Making AI UsablePalantir is harnessing AI’s potential practically. Data analytics combine AI to transform vast data into usable form. The company’s Gotham and Foundry platforms for government and business, respectively, Palantir’s value comes from taking random and disparate data and combining it into an understandable and digestible visualization that even non-technical people can use.Few companies are as adept at doing this as Palantir Technologies. Its recently released AI Platform enhances those abilities through the use of AI and machine learning. Its enterprise customers are flocking to the product in far greater numbers than even management predicted.Particularly on the government side where its data analysis is literally life-and-death, Palantir’s leadership is mission critical to its customers. It should allow for an extended growth curve.Worth the Cost?One problem I came across in my PLTR stock analysis is there is little to no competitive moat to what Palantir offers. Other companies, through the power of AI, will replicate what Palantir’s platforms offer. It is why Palantir’s early front-runner status is so important. There could very well be high switching costs for customers considering trying another product.Palantir’s stock is not cheap. While going for 200 times trailing earnings and 57 times estimates seems high, Palantir is newly profitable so it tends to skew such metrics higher. As it builds on its five consecutive quarters of GAAP profitability, PLTR stock will grow into the valuation.Still, at 22 times sales and 70x free cash flow, Palantir Technologies carries a lofty valuation. Yet because of its leadership position it is worth it in this early-stage industry. It arguably has the best chance of being the best AI stock on the market today and in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9061489074,"gmtCreate":1651666627740,"gmtModify":1676534944480,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Up, up.... 👍","listText":"Up, up.... 👍","text":"Up, up.... 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061489074","repostId":"1193489057","repostType":2,"repost":{"id":"1193489057","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651666395,"share":"https://ttm.financial/m/news/1193489057?lang=&edition=fundamental","pubTime":"2022-05-04 20:13","market":"us","language":"en","title":"Pre-Bell｜US Stock Futures Higher; Moderna Rallied 8.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193489057","media":"Tiger Newspress","summary":"U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate d","content":"<html><head></head><body><p>U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate decision from the Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 08:05 a.m. ET, Dow e-minis were up 121 points, or 0.37%, S&amp;P 500 e-minis were up 17.25 points, or 0.41%, and Nasdaq 100 e-minis were up 46 points, or 0.35%.</p><p><img src=\"https://static.tigerbbs.com/8776b50d125202272c05eaa8c27fc3a8\" tg-width=\"416\" tg-height=\"191\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Uber(UBER) – Uber fell 1% in premarket trading after it reported a quarterly loss and revenue that beat estimates. Uber saw ride volumes increase during the quarter while food deliveries also continued to grow.</p><p>Brinker International(EAT) – The parent of Chili’s and other restaurant chains fell 10 cents shy of estimates with adjusted quarterly earnings of 92 cents per share, and issued a weaker-than-expected earnings outlook. Brinker pointed to challenging commodity and labor costs, and shares tumbled 10.3% in the premarket.</p><p>Generac(GNRC) – The maker of backup generators and other power equipment jumped 5.3% in the premarket after beating top and bottom-line estimates for its latest quarter. Generac earned an adjusted $2.09 per share, beating the $1.94 consensus estimate.</p><p>Moderna(MRNA) – Moderna shares rallied 8.1% in premarket trading, as the vaccine maker’s quarterly results came in well above estimates. Moderna earned $8.58 per share for the quarter, compared with a consensus estimate of $5.21.</p><p>Tupperware(TUP) – The storage products maker saw shares slump 19.9% in the premarket after it missed top and bottom-line estimates for its latest quarter and withdrew its full-year forecast. the company cited uncertainty related to the Russia/Ukraine conflict as well as fundamental changes being made to its business.</p><p>Lyft(LYFT) – Lyft plummeted 25.4% in premarket trading after the ride-hailing company said it would increase spending to attract more drivers, leading to an earnings forecast that fell short of Wall Street predictions.</p><p>Starbucks(SBUX) – Starbucks matched estimates with an adjusted quarterly profit of 59 cents per share, and revenue slightly above estimates. CEO Howard Schultz detailed improved wages and benefits for the coffee chain’s employees, although he added that unionized locations would need to negotiate their own deals. Starbucks jumped 6.4% in the premarket.</p><p>Advanced Micro Devices(AMD) – AMD shares surged 6.1% in the premarket after the chipmaker reported a top and bottom-line beat for its latest quarter. AMD earned an adjusted $1.13 per share, compared with a consensus estimate of 91 cents. It also issued a stronger-than-expected outlook amid increased demand from data centers for its chips.</p><p>Airbnb(ABNB) - Airbnb posted a quarterly loss of 3 cents per share, narrower than the 29-cent loss analysts were anticipating. Revenue also beat forecasts, as travelers continued to book rentals even in the face of rising prices by hosts. Airbnb jumped 5.2% in premarket action.</p><p>Match Group(MTCH) – Match Group shares slid 6.1% in premarket trading, following the news that the dating service’s CEO Shar Dubey will resign at the end of May. She’ll be replaced byZynga(ZNGA) president Bernard Kim. Separately, Match Group reported better-than-expected profit and revenue for its latest quarter.</p><p>Livent(LTHM) – The lithium producer’s shares soared 19.8% in premarket action after it posted better-than-expected quarterly earnings and raised its 2022 revenue forecast. Livent is benefiting from strong demand for lithium used in electric vehicle batteries.</p><p>Akamai Technologies(AKAM) – The cybersecurity company’s shares plunged 13.9% in the premarket after Akamai missed bottom-line estimates for its latest quarter, although revenue was in line. CEO Tom Leighton noted the company faced a challenging global environment as well as headwinds related to a strong U.S. dollar.</p><h2><b>Market News</b></h2><h3>Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview</h3><p>Federal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They&#39;re set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they&#39;ll start shrinking the central bank&#39;s balance sheet in June.</p><p>The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.</p><h3>Elon Musk Floats Idea of &#34;Slight Cost&#34; for Commercial Twitter Users</h3><p>Elon Musk has floated the idea of introducing a fee for some users of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> once he completes his $44 billion buyout of the social media platform.</p><p>&#34;Twitter will always be free for casual users, but maybe a slight cost for commercial/government users,&#34; Musk said in a tweet on Tuesday.</p><p>&#34;Some revenue is better than none!&#34; he added in another tweet.</p><h3>Barrick Gold Non-GAAP EPS of $0.26 Beats by $0.02, Revenue of $2.85B Beats by $100M</h3><p>Barrick Gold (NYSE:GOLD): Q1  Non-GAAP EPS of $0.26  beats by $0.02. Barrick Gold shares rose 0.4% in premarket trading.</p><p>Revenue of $2.85B (-3.7% Y/Y)  beats by $100M. Operating cash flow of $1,004 million and free cash flow1 of $393 million for the quarter. Net cash of $743 million results in a $0.20 per share dividend for Q1 2022, inclusive of a $0.10 per share performance dividend.</p><h3>CVS Health Posts an Earnings Beat and Lifts Fiscal-Year Guidance</h3><p>CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.</p><p>CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.</p><p>Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.</p><h3>Taco Bell Parent Yum Brands Misses Quarterly Sales Estimates</h3><p>Taco Bell parent Yum Brands Inc missed Wall Street estimates for quarterly comparable sales on Wednesday, as industry-wide supply chain shortfalls and staffing pressures bit into the company&#39;s business.</p><p>The company, which also owns KFC and Pizza Hut chains, said comparable sales rose 3% in the first quarter, compared with analysts&#39; average estimate for a 3.8% increase.</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>Pre-Bell｜US Stock Futures Higher; Moderna Rallied 8.1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜US Stock Futures Higher; Moderna Rallied 8.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-04 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate decision from the Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 08:05 a.m. ET, Dow e-minis were up 121 points, or 0.37%, S&amp;P 500 e-minis were up 17.25 points, or 0.41%, and Nasdaq 100 e-minis were up 46 points, or 0.35%.</p><p><img src=\"https://static.tigerbbs.com/8776b50d125202272c05eaa8c27fc3a8\" tg-width=\"416\" tg-height=\"191\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Uber(UBER) – Uber fell 1% in premarket trading after it reported a quarterly loss and revenue that beat estimates. Uber saw ride volumes increase during the quarter while food deliveries also continued to grow.</p><p>Brinker International(EAT) – The parent of Chili’s and other restaurant chains fell 10 cents shy of estimates with adjusted quarterly earnings of 92 cents per share, and issued a weaker-than-expected earnings outlook. Brinker pointed to challenging commodity and labor costs, and shares tumbled 10.3% in the premarket.</p><p>Generac(GNRC) – The maker of backup generators and other power equipment jumped 5.3% in the premarket after beating top and bottom-line estimates for its latest quarter. Generac earned an adjusted $2.09 per share, beating the $1.94 consensus estimate.</p><p>Moderna(MRNA) – Moderna shares rallied 8.1% in premarket trading, as the vaccine maker’s quarterly results came in well above estimates. Moderna earned $8.58 per share for the quarter, compared with a consensus estimate of $5.21.</p><p>Tupperware(TUP) – The storage products maker saw shares slump 19.9% in the premarket after it missed top and bottom-line estimates for its latest quarter and withdrew its full-year forecast. the company cited uncertainty related to the Russia/Ukraine conflict as well as fundamental changes being made to its business.</p><p>Lyft(LYFT) – Lyft plummeted 25.4% in premarket trading after the ride-hailing company said it would increase spending to attract more drivers, leading to an earnings forecast that fell short of Wall Street predictions.</p><p>Starbucks(SBUX) – Starbucks matched estimates with an adjusted quarterly profit of 59 cents per share, and revenue slightly above estimates. CEO Howard Schultz detailed improved wages and benefits for the coffee chain’s employees, although he added that unionized locations would need to negotiate their own deals. Starbucks jumped 6.4% in the premarket.</p><p>Advanced Micro Devices(AMD) – AMD shares surged 6.1% in the premarket after the chipmaker reported a top and bottom-line beat for its latest quarter. AMD earned an adjusted $1.13 per share, compared with a consensus estimate of 91 cents. It also issued a stronger-than-expected outlook amid increased demand from data centers for its chips.</p><p>Airbnb(ABNB) - Airbnb posted a quarterly loss of 3 cents per share, narrower than the 29-cent loss analysts were anticipating. Revenue also beat forecasts, as travelers continued to book rentals even in the face of rising prices by hosts. Airbnb jumped 5.2% in premarket action.</p><p>Match Group(MTCH) – Match Group shares slid 6.1% in premarket trading, following the news that the dating service’s CEO Shar Dubey will resign at the end of May. She’ll be replaced byZynga(ZNGA) president Bernard Kim. Separately, Match Group reported better-than-expected profit and revenue for its latest quarter.</p><p>Livent(LTHM) – The lithium producer’s shares soared 19.8% in premarket action after it posted better-than-expected quarterly earnings and raised its 2022 revenue forecast. Livent is benefiting from strong demand for lithium used in electric vehicle batteries.</p><p>Akamai Technologies(AKAM) – The cybersecurity company’s shares plunged 13.9% in the premarket after Akamai missed bottom-line estimates for its latest quarter, although revenue was in line. CEO Tom Leighton noted the company faced a challenging global environment as well as headwinds related to a strong U.S. dollar.</p><h2><b>Market News</b></h2><h3>Federal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC Preview</h3><p>Federal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They&#39;re set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they&#39;ll start shrinking the central bank&#39;s balance sheet in June.</p><p>The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.</p><h3>Elon Musk Floats Idea of &#34;Slight Cost&#34; for Commercial Twitter Users</h3><p>Elon Musk has floated the idea of introducing a fee for some users of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> once he completes his $44 billion buyout of the social media platform.</p><p>&#34;Twitter will always be free for casual users, but maybe a slight cost for commercial/government users,&#34; Musk said in a tweet on Tuesday.</p><p>&#34;Some revenue is better than none!&#34; he added in another tweet.</p><h3>Barrick Gold Non-GAAP EPS of $0.26 Beats by $0.02, Revenue of $2.85B Beats by $100M</h3><p>Barrick Gold (NYSE:GOLD): Q1  Non-GAAP EPS of $0.26  beats by $0.02. Barrick Gold shares rose 0.4% in premarket trading.</p><p>Revenue of $2.85B (-3.7% Y/Y)  beats by $100M. Operating cash flow of $1,004 million and free cash flow1 of $393 million for the quarter. Net cash of $743 million results in a $0.20 per share dividend for Q1 2022, inclusive of a $0.10 per share performance dividend.</p><h3>CVS Health Posts an Earnings Beat and Lifts Fiscal-Year Guidance</h3><p>CVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.</p><p>CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.</p><p>Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.</p><h3>Taco Bell Parent Yum Brands Misses Quarterly Sales Estimates</h3><p>Taco Bell parent Yum Brands Inc missed Wall Street estimates for quarterly comparable sales on Wednesday, as industry-wide supply chain shortfalls and staffing pressures bit into the company&#39;s business.</p><p>The company, which also owns KFC and Pizza Hut chains, said comparable sales rose 3% in the first quarter, compared with analysts&#39; average estimate for a 3.8% increase.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193489057","content_text":"U.S. stock futures traded higher in early pre-market trade ahead of the much-awaited interest rate decision from the Federal Reserve.Market SnapshotAt 08:05 a.m. ET, Dow e-minis were up 121 points, or 0.37%, S&P 500 e-minis were up 17.25 points, or 0.41%, and Nasdaq 100 e-minis were up 46 points, or 0.35%.Pre-Market MoversUber(UBER) – Uber fell 1% in premarket trading after it reported a quarterly loss and revenue that beat estimates. Uber saw ride volumes increase during the quarter while food deliveries also continued to grow.Brinker International(EAT) – The parent of Chili’s and other restaurant chains fell 10 cents shy of estimates with adjusted quarterly earnings of 92 cents per share, and issued a weaker-than-expected earnings outlook. Brinker pointed to challenging commodity and labor costs, and shares tumbled 10.3% in the premarket.Generac(GNRC) – The maker of backup generators and other power equipment jumped 5.3% in the premarket after beating top and bottom-line estimates for its latest quarter. Generac earned an adjusted $2.09 per share, beating the $1.94 consensus estimate.Moderna(MRNA) – Moderna shares rallied 8.1% in premarket trading, as the vaccine maker’s quarterly results came in well above estimates. Moderna earned $8.58 per share for the quarter, compared with a consensus estimate of $5.21.Tupperware(TUP) – The storage products maker saw shares slump 19.9% in the premarket after it missed top and bottom-line estimates for its latest quarter and withdrew its full-year forecast. the company cited uncertainty related to the Russia/Ukraine conflict as well as fundamental changes being made to its business.Lyft(LYFT) – Lyft plummeted 25.4% in premarket trading after the ride-hailing company said it would increase spending to attract more drivers, leading to an earnings forecast that fell short of Wall Street predictions.Starbucks(SBUX) – Starbucks matched estimates with an adjusted quarterly profit of 59 cents per share, and revenue slightly above estimates. CEO Howard Schultz detailed improved wages and benefits for the coffee chain’s employees, although he added that unionized locations would need to negotiate their own deals. Starbucks jumped 6.4% in the premarket.Advanced Micro Devices(AMD) – AMD shares surged 6.1% in the premarket after the chipmaker reported a top and bottom-line beat for its latest quarter. AMD earned an adjusted $1.13 per share, compared with a consensus estimate of 91 cents. It also issued a stronger-than-expected outlook amid increased demand from data centers for its chips.Airbnb(ABNB) - Airbnb posted a quarterly loss of 3 cents per share, narrower than the 29-cent loss analysts were anticipating. Revenue also beat forecasts, as travelers continued to book rentals even in the face of rising prices by hosts. Airbnb jumped 5.2% in premarket action.Match Group(MTCH) – Match Group shares slid 6.1% in premarket trading, following the news that the dating service’s CEO Shar Dubey will resign at the end of May. She’ll be replaced byZynga(ZNGA) president Bernard Kim. Separately, Match Group reported better-than-expected profit and revenue for its latest quarter.Livent(LTHM) – The lithium producer’s shares soared 19.8% in premarket action after it posted better-than-expected quarterly earnings and raised its 2022 revenue forecast. Livent is benefiting from strong demand for lithium used in electric vehicle batteries.Akamai Technologies(AKAM) – The cybersecurity company’s shares plunged 13.9% in the premarket after Akamai missed bottom-line estimates for its latest quarter, although revenue was in line. CEO Tom Leighton noted the company faced a challenging global environment as well as headwinds related to a strong U.S. dollar.Market NewsFederal Reserve Poised for First 50bp Rate Hike in 22 Years: FOMC PreviewFederal Reserve policymakers have explained what they plan to do on Wednesday in their comments up through April 23. They're set to hike rates by 50 basis points at this meeting and likely subsequent ones, and they'll start shrinking the central bank's balance sheet in June.The federal funds rate target range currently stands at 0.25%-0.50% after the Federal Open Market Committee hiked the benchmark rate range by 25bps at the March meeting, its first increase since 2018.Elon Musk Floats Idea of \"Slight Cost\" for Commercial Twitter UsersElon Musk has floated the idea of introducing a fee for some users of Twitter once he completes his $44 billion buyout of the social media platform.\"Twitter will always be free for casual users, but maybe a slight cost for commercial/government users,\" Musk said in a tweet on Tuesday.\"Some revenue is better than none!\" he added in another tweet.Barrick Gold Non-GAAP EPS of $0.26 Beats by $0.02, Revenue of $2.85B Beats by $100MBarrick Gold (NYSE:GOLD): Q1  Non-GAAP EPS of $0.26  beats by $0.02. Barrick Gold shares rose 0.4% in premarket trading.Revenue of $2.85B (-3.7% Y/Y)  beats by $100M. Operating cash flow of $1,004 million and free cash flow1 of $393 million for the quarter. Net cash of $743 million results in a $0.20 per share dividend for Q1 2022, inclusive of a $0.10 per share performance dividend.CVS Health Posts an Earnings Beat and Lifts Fiscal-Year GuidanceCVS Health reported first-quarter adjusted earnings that topped analysts’ forecasts and the company raised its earnings range outlook for the fiscal year.CVS posted first-quarter adjusted earnings of $2.22 a share. Revenue rose 11.2% to $76.83 billion.Analysts surveyed by FactSet expected CVS (ticker: CVS) to earn an adjusted $2.17 a share on sales of $75.5 billion. A year earlier, the company reported a profit of $2.04 a share on sales of $69.1 billion.Taco Bell Parent Yum Brands Misses Quarterly Sales EstimatesTaco Bell parent Yum Brands Inc missed Wall Street estimates for quarterly comparable sales on Wednesday, as industry-wide supply chain shortfalls and staffing pressures bit into the company's business.The company, which also owns KFC and Pizza Hut chains, said comparable sales rose 3% in the first quarter, compared with analysts' average estimate for a 3.8% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090019857770890","authorId":"4090019857770890","name":"chaicka","avatar":"https://static.tigerbbs.com/c0c291a2a7983f128cf68e5b01fedd73","crmLevel":6,"crmLevelSwitch":0,"idStr":"4090019857770890","authorIdStr":"4090019857770890"},"content":"Run while still have gains… Labour conditions worsening. Let’s see Friday stats but may be too late by then.","text":"Run while still have gains… Labour conditions worsening. Let’s see Friday stats but may be too late by then.","html":"Run while still have gains… Labour conditions worsening. Let’s see Friday stats but may be too late by then."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059791892,"gmtCreate":1654424967416,"gmtModify":1676535446002,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Yes, got to be worried&nbsp;","listText":"Yes, got to be worried&nbsp;","text":"Yes, got to be worried","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059791892","repostId":"2240759268","repostType":2,"repost":{"id":"2240759268","kind":"news","pubTimestamp":1654395636,"share":"https://ttm.financial/m/news/2240759268?lang=&edition=fundamental","pubTime":"2022-06-05 10:20","market":"us","language":"en","title":"Should Investors Be Worried About Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2240759268","media":"Motley Fool","summary":"The electric car maker's stock is falling, and the company is laying off employees.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>This isn&#39;t the electric car maker&#39;s first rodeo when it comes to layoffs.</li><li>The move could make Tesla more nimble.</li><li>Management plans to keep all factory workers.</li></ul><p>Shares of <b>Tesla</b> were slammed on Friday, falling more than 9%. The growth stock&#39;s slide came as Tesla CEO Elon Musk expressed concerns about the economy in an email to employees, according to Reuters. In addition, Musk said the electric car company plans to cut about 10% of its workforce.</p><p>This news comes at a bleak time for the economy and a difficult few months for Tesla. Regulation in China relating to policies aimed to curb the spread of COVID-19 in the region have negatively impacted the automaker&#39;s supply chain in 2022, including leading to periods of paused and limited production at the company&#39;s important factory in Shanghai.</p><p>Given all that is going on, should investors be worried about Tesla?</p><p><b>Don&#39;t forget: Sales are soaring</b></p><p>While it&#39;s possible that Tesla&#39;s second quarter may be faring worse than expected, there&#39;s still a good chance that things are rosy compared to how many other companies are getting along during these challenging times. For instance, Tesla&#39;s Q1 production and deliveries soared 69% and 68%, respectively. Furthermore, management said it expected production to grow 50% or more for the full year despite the challenges it was facing from limited production in China and production constraints from some of its suppliers.</p><p>In addition, Tesla has been raking in massive amounts of free cash flow. In Q1 2022, free cash flow was $2.2 billion -- up 660% year over year. Net income was $3.3 billion, representing more than a sixfold increase. Financials like this help companies get through difficult times and detours.</p><p>Given the automaker&#39;s recent momentum and management&#39;s commentary about its full-year expectations at the time of its Q1 update, any worse-than-expected performance from Tesla will likely be far from a poor or even mediocre business outcome. Indeed, the company will likely grow much faster than all other major automakers in 2022 -- even in a tumultuous economic environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82b4da3fb9cb519a79fa25c404d03fed\" tg-width=\"2000\" tg-height=\"1500\" width=\"100%\" height=\"auto\"/><span>TESLA FACTORY. IMAGE SOURCE: THE MOTLEY FOOL.</span></p><p><b>Tesla has done layoffs before</b></p><p>It&#39;s also worth noting that Tesla is no stranger to layoffs. The company laid off employees back in 2019 amid its Model 3 production ramp-up. It was able to keep up extraordinary growth rates despite reducing its headcount by about 7%.</p><p>While it is unfortunate for those employees who are losing their jobs, the reality is that companies can become bloated over time when it comes to headcount. From time to time, therefore, it may make sense for a company to reassess which jobs are the most essential and which ones may not be necessary.</p><p>Given how well Tesla&#39;s last layoffs went, there&#39;s a good chance that this one could positively impact the company as well.</p><p><b>Tesla will leave production headcount untouched</b></p><p>Finally -- and most importantly -- investors should keep in mind that this is a strategic layoff, leaving some important departments untouched.</p><p>&#34;Note, this does not apply to anyone actually building cars, battery packs or installing solar,&#34; Musk wrote in the purported email to employees.</p><p>This is critical because Tesla has remained supply constrained. In other words, demand continues to exceed supply; so the company&#39;s bottleneck at the moment is vehicle production.</p><p>Overall, this strategic headcount reduction is likely good news for Tesla investors as it may make the company more nimble at a time of uncertainty. While headcount reductions don&#39;t make sense for every industry or for every company, it will likely prove to be a good decision for a capital-intensive business like Tesla in a highly competitive industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should Investors Be Worried About Tesla?</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\">\nShould Investors Be Worried About Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThis isn't the electric car maker's first rodeo when it comes to layoffs.The move could make Tesla more nimble.Management plans to keep all factory workers.Shares of Tesla were slammed on ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240759268","content_text":"KEY POINTSThis isn't the electric car maker's first rodeo when it comes to layoffs.The move could make Tesla more nimble.Management plans to keep all factory workers.Shares of Tesla were slammed on Friday, falling more than 9%. The growth stock's slide came as Tesla CEO Elon Musk expressed concerns about the economy in an email to employees, according to Reuters. In addition, Musk said the electric car company plans to cut about 10% of its workforce.This news comes at a bleak time for the economy and a difficult few months for Tesla. Regulation in China relating to policies aimed to curb the spread of COVID-19 in the region have negatively impacted the automaker's supply chain in 2022, including leading to periods of paused and limited production at the company's important factory in Shanghai.Given all that is going on, should investors be worried about Tesla?Don't forget: Sales are soaringWhile it's possible that Tesla's second quarter may be faring worse than expected, there's still a good chance that things are rosy compared to how many other companies are getting along during these challenging times. For instance, Tesla's Q1 production and deliveries soared 69% and 68%, respectively. Furthermore, management said it expected production to grow 50% or more for the full year despite the challenges it was facing from limited production in China and production constraints from some of its suppliers.In addition, Tesla has been raking in massive amounts of free cash flow. In Q1 2022, free cash flow was $2.2 billion -- up 660% year over year. Net income was $3.3 billion, representing more than a sixfold increase. Financials like this help companies get through difficult times and detours.Given the automaker's recent momentum and management's commentary about its full-year expectations at the time of its Q1 update, any worse-than-expected performance from Tesla will likely be far from a poor or even mediocre business outcome. Indeed, the company will likely grow much faster than all other major automakers in 2022 -- even in a tumultuous economic environment.TESLA FACTORY. IMAGE SOURCE: THE MOTLEY FOOL.Tesla has done layoffs beforeIt's also worth noting that Tesla is no stranger to layoffs. The company laid off employees back in 2019 amid its Model 3 production ramp-up. It was able to keep up extraordinary growth rates despite reducing its headcount by about 7%.While it is unfortunate for those employees who are losing their jobs, the reality is that companies can become bloated over time when it comes to headcount. From time to time, therefore, it may make sense for a company to reassess which jobs are the most essential and which ones may not be necessary.Given how well Tesla's last layoffs went, there's a good chance that this one could positively impact the company as well.Tesla will leave production headcount untouchedFinally -- and most importantly -- investors should keep in mind that this is a strategic layoff, leaving some important departments untouched.\"Note, this does not apply to anyone actually building cars, battery packs or installing solar,\" Musk wrote in the purported email to employees.This is critical because Tesla has remained supply constrained. In other words, demand continues to exceed supply; so the company's bottleneck at the moment is vehicle production.Overall, this strategic headcount reduction is likely good news for Tesla investors as it may make the company more nimble at a time of uncertainty. While headcount reductions don't make sense for every industry or for every company, it will likely prove to be a good decision for a capital-intensive business like Tesla in a highly competitive industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560307510640662","authorId":"3560307510640662","name":"Louis K Jia Heng","avatar":"https://static.tigerbbs.com/05bb06bcca1cb9cd5016f4c8230c2803","crmLevel":7,"crmLevelSwitch":0,"idStr":"3560307510640662","authorIdStr":"3560307510640662"},"content":"Very dramatic stock","text":"Very dramatic stock","html":"Very dramatic stock"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034705099,"gmtCreate":1647959056731,"gmtModify":1676534284995,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Way to go 😀&nbsp;","listText":"Way to go 😀&nbsp;","text":"Way to go 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034705099","repostId":"1111440361","repostType":4,"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012010994,"gmtCreate":1649252555867,"gmtModify":1676534477876,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"More rates hikes? Wonder when it will happen?&nbsp;","listText":"More rates hikes? Wonder when it will happen?&nbsp;","text":"More rates hikes? Wonder when it will happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012010994","repostId":"1113755810","repostType":4,"repost":{"id":"1113755810","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649251853,"share":"https://ttm.financial/m/news/1113755810?lang=&edition=fundamental","pubTime":"2022-04-06 21:30","market":"us","language":"en","title":"Stocks Fall for a Second Day as Rates Jump, with the Fed Set to Tighten Policy Aggressively","url":"https://stock-news.laohu8.com/highlight/detail?id=1113755810","media":"Tiger Newspress","summary":"Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Fed","content":"<html><head></head><body><p>Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Federal Reserve is about to aggressively tighten policy to fight inflation, and in turn slow the economy.</p><p>The Dow Jones Industrial Average traded 251 points lower, or 0.7%. The S&amp;P 500 slid 0.8%, and the Nasdaq Composite pulled back by 1.3%.</p><p>Minutes from the Fed’s most-recent meeting are slated for release Wednesday afternoon. The minutes come from last month’s meeting when the central bank raised rates and indicated six more hikes were coming this year. Investors are bracing for new details about the Fed’s plan to reduce its balance sheet after comments from Fed officials knocked down stocks on Tuesday.</p><p>The 10-year Treasury yield jumped above 2.65% on Wednesday, hitting a three-year high and continuing its rapid climb this week. The rate ended Monday at 2.40%.</p><p>Fed Governor Lael Brainard in a speech on Tuesday indicated support for higher interest rates and said a “rapid” reduction of the central bank’s balance sheet could begin as soon as May. Following her remarks, the Dow pulled back by about 280 points and the Nasdaq Composite slid 2.3%.</p><p>“It is of paramount importance to get inflation down,” Brainard said during a Minneapolis Fed webinar. Brainard has been nominated to be vice chair of the Federal Open Market Committee.</p><p>San Francisco Fed President Mary Daly also shared concerns about inflation. “I understand that inflation is as harmful as not having a job,” Daly said.</p><p>Tech shares fell again on Wednesday following Tuesday’s losses, as investors rotated out of the group and braced for higher rates to slow the economy. Chipmakers Nvidia and Marvell Technology continued their descent on Wednesday.</p><p>Tesla, Microsoft, and Amazon shares were also slated to fall more than 2% on Wednesday and Twitter shed 3% premarket after rallying this week amid news that Elon Musk purchased a large stake in the company. As the Federal Reserve hikes rates investors have begun rotating into stocks with stable profits and shying away from those offering future growth.</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>Stocks Fall for a Second Day as Rates Jump, with the Fed Set to Tighten Policy Aggressively</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\">\nStocks Fall for a Second Day as Rates Jump, with the Fed Set to Tighten Policy Aggressively\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-06 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Federal Reserve is about to aggressively tighten policy to fight inflation, and in turn slow the economy.</p><p>The Dow Jones Industrial Average traded 251 points lower, or 0.7%. The S&amp;P 500 slid 0.8%, and the Nasdaq Composite pulled back by 1.3%.</p><p>Minutes from the Fed’s most-recent meeting are slated for release Wednesday afternoon. The minutes come from last month’s meeting when the central bank raised rates and indicated six more hikes were coming this year. Investors are bracing for new details about the Fed’s plan to reduce its balance sheet after comments from Fed officials knocked down stocks on Tuesday.</p><p>The 10-year Treasury yield jumped above 2.65% on Wednesday, hitting a three-year high and continuing its rapid climb this week. The rate ended Monday at 2.40%.</p><p>Fed Governor Lael Brainard in a speech on Tuesday indicated support for higher interest rates and said a “rapid” reduction of the central bank’s balance sheet could begin as soon as May. Following her remarks, the Dow pulled back by about 280 points and the Nasdaq Composite slid 2.3%.</p><p>“It is of paramount importance to get inflation down,” Brainard said during a Minneapolis Fed webinar. Brainard has been nominated to be vice chair of the Federal Open Market Committee.</p><p>San Francisco Fed President Mary Daly also shared concerns about inflation. “I understand that inflation is as harmful as not having a job,” Daly said.</p><p>Tech shares fell again on Wednesday following Tuesday’s losses, as investors rotated out of the group and braced for higher rates to slow the economy. Chipmakers Nvidia and Marvell Technology continued their descent on Wednesday.</p><p>Tesla, Microsoft, and Amazon shares were also slated to fall more than 2% on Wednesday and Twitter shed 3% premarket after rallying this week amid news that Elon Musk purchased a large stake in the company. As the Federal Reserve hikes rates investors have begun rotating into stocks with stable profits and shying away from those offering future growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113755810","content_text":"Stocks dipped for a second day on Wednesday and rates soared to new heights as investors bet the Federal Reserve is about to aggressively tighten policy to fight inflation, and in turn slow the economy.The Dow Jones Industrial Average traded 251 points lower, or 0.7%. The S&P 500 slid 0.8%, and the Nasdaq Composite pulled back by 1.3%.Minutes from the Fed’s most-recent meeting are slated for release Wednesday afternoon. The minutes come from last month’s meeting when the central bank raised rates and indicated six more hikes were coming this year. Investors are bracing for new details about the Fed’s plan to reduce its balance sheet after comments from Fed officials knocked down stocks on Tuesday.The 10-year Treasury yield jumped above 2.65% on Wednesday, hitting a three-year high and continuing its rapid climb this week. The rate ended Monday at 2.40%.Fed Governor Lael Brainard in a speech on Tuesday indicated support for higher interest rates and said a “rapid” reduction of the central bank’s balance sheet could begin as soon as May. Following her remarks, the Dow pulled back by about 280 points and the Nasdaq Composite slid 2.3%.“It is of paramount importance to get inflation down,” Brainard said during a Minneapolis Fed webinar. Brainard has been nominated to be vice chair of the Federal Open Market Committee.San Francisco Fed President Mary Daly also shared concerns about inflation. “I understand that inflation is as harmful as not having a job,” Daly said.Tech shares fell again on Wednesday following Tuesday’s losses, as investors rotated out of the group and braced for higher rates to slow the economy. Chipmakers Nvidia and Marvell Technology continued their descent on Wednesday.Tesla, Microsoft, and Amazon shares were also slated to fall more than 2% on Wednesday and Twitter shed 3% premarket after rallying this week amid news that Elon Musk purchased a large stake in the company. As the Federal Reserve hikes rates investors have begun rotating into stocks with stable profits and shying away from those offering future growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035348346,"gmtCreate":1647524350090,"gmtModify":1676534240188,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Sad 😔&nbsp;","listText":"Sad 😔&nbsp;","text":"Sad 😔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035348346","repostId":"1167714747","repostType":2,"repost":{"id":"1167714747","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647524034,"share":"https://ttm.financial/m/news/1167714747?lang=&edition=fundamental","pubTime":"2022-03-17 21:33","market":"us","language":"en","title":"Dingdong Shares Tumbled Nearly 10% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1167714747","media":"Tiger Newspress","summary":"Dingdong shares tumbled nearly 10% in morning trading.Chinese e-commerce firm Dingdong (Cayman) Ltd ","content":"<html><head></head><body><p>Dingdong shares tumbled nearly 10% in morning trading.<img src=\"https://static.tigerbbs.com/347b026920a72ee9644c0662b92743aa\" tg-width=\"725\" tg-height=\"599\" width=\"100%\" height=\"auto\"/>Chinese e-commerce firm Dingdong (Cayman) Ltd apologised on Thursday for selling expired food products after the firm was summoned by Beijing&#39;s market regulator following a report on food safety by Beijing News.</p><p>Dingdong said it has suspended operations at the site where out-of-shelf-life vegetables were relabelled with new expiry dates, and frozen fish products were labelled as fresh, it said in a statement posted on its official Weibo account.</p><p>&#34;We sincerely apologise to our customers who have trusted us for a long time. We will identify problems and rectify (them) to avoid a similar situation from happening again,&#34; it said in the statement.</p><p>The market supervision bureau of Beijing&#39;s Haidian District said it had launched an investigation into Dingdong after Beijing News uncovered the irregularities, and has carried out inspections at other fresh food e-commerce businesses.</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>Dingdong Shares Tumbled Nearly 10% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDingdong Shares Tumbled Nearly 10% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-17 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dingdong shares tumbled nearly 10% in morning trading.<img src=\"https://static.tigerbbs.com/347b026920a72ee9644c0662b92743aa\" tg-width=\"725\" tg-height=\"599\" width=\"100%\" height=\"auto\"/>Chinese e-commerce firm Dingdong (Cayman) Ltd apologised on Thursday for selling expired food products after the firm was summoned by Beijing&#39;s market regulator following a report on food safety by Beijing News.</p><p>Dingdong said it has suspended operations at the site where out-of-shelf-life vegetables were relabelled with new expiry dates, and frozen fish products were labelled as fresh, it said in a statement posted on its official Weibo account.</p><p>&#34;We sincerely apologise to our customers who have trusted us for a long time. We will identify problems and rectify (them) to avoid a similar situation from happening again,&#34; it said in the statement.</p><p>The market supervision bureau of Beijing&#39;s Haidian District said it had launched an investigation into Dingdong after Beijing News uncovered the irregularities, and has carried out inspections at other fresh food e-commerce businesses.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDL":"叮咚买菜"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167714747","content_text":"Dingdong shares tumbled nearly 10% in morning trading.Chinese e-commerce firm Dingdong (Cayman) Ltd apologised on Thursday for selling expired food products after the firm was summoned by Beijing's market regulator following a report on food safety by Beijing News.Dingdong said it has suspended operations at the site where out-of-shelf-life vegetables were relabelled with new expiry dates, and frozen fish products were labelled as fresh, it said in a statement posted on its official Weibo account.\"We sincerely apologise to our customers who have trusted us for a long time. We will identify problems and rectify (them) to avoid a similar situation from happening again,\" it said in the statement.The market supervision bureau of Beijing's Haidian District said it had launched an investigation into Dingdong after Beijing News uncovered the irregularities, and has carried out inspections at other fresh food e-commerce businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085646392,"gmtCreate":1650694987176,"gmtModify":1676534778931,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Hopefully, next week and months ahead it will start to go up...&nbsp;","listText":"Hopefully, next week and months ahead it will start to go up...&nbsp;","text":"Hopefully, next week and months ahead it will start to go up...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085646392","repostId":"2229641491","repostType":4,"repost":{"id":"2229641491","kind":"news","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":1650668840,"share":"https://ttm.financial/m/news/2229641491?lang=&edition=fundamental","pubTime":"2022-04-23 07:07","market":"us","language":"en","title":"Wall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2229641491","media":"Reuters","summary":"* Healthcare stocks slump on HCA, Intuitive Surgical numbers* Big tech down ahead of earnings next w","content":"<html><head></head><body><p>* Healthcare stocks slump on HCA, Intuitive Surgical numbers</p><p>* Big tech down ahead of earnings next week</p><p>* Dow posts biggest one-day fall since Oct. 2020</p><p>* Weekly falls: Dow 1.9%, S&amp;P 2.8%, Nasdaq 3.8%</p><p>* Indexes down on Friday: Dow 2.82%, S&amp;P 2.77%, Nasdaq 2.55% </p><p>April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.</p><p>It was the third straight week of losses for both the S&amp;P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.</p><p>For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.</p><p>Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.</p><p>&#34;It&#39;s not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think &#39;there&#39;s not too much to read into that&#39;,&#34; said Craig Erlam, senior market analyst at OANDA.</p><p>&#34;That&#39;s not normal, but that&#39;s just how things have been for such a long time now.&#34;</p><p>Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell&#39;s hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be &#34;on the table&#34; when the Fed meets in May.</p><p>The idea of &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, jumped on Friday, ending at its highest level since mid-March.</p><p>Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&amp;P 500.</p><p>HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.</p><p>Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.</p><p>All 11 major S&amp;P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.</p><p>Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.</p><p>The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&amp;P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.</p><p>For the week, the Dow dipped 1.9%, the S&amp;P dropped 2.8%, and the Nasdaq declined 3.8%.</p><p>The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday&#39;s sell-off taking declines on both the S&amp;P and Dow since the start of the year beyond 10%.</p><p>The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.</p><p>Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.</p><p>The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.</p><p>Investors are worried after streaming giant Netflix Inc&#39;s dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.</p><p>The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.</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>Wall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors\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\">2022-04-23 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Healthcare stocks slump on HCA, Intuitive Surgical numbers</p><p>* Big tech down ahead of earnings next week</p><p>* Dow posts biggest one-day fall since Oct. 2020</p><p>* Weekly falls: Dow 1.9%, S&amp;P 2.8%, Nasdaq 3.8%</p><p>* Indexes down on Friday: Dow 2.82%, S&amp;P 2.77%, Nasdaq 2.55% </p><p>April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.</p><p>It was the third straight week of losses for both the S&amp;P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.</p><p>For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.</p><p>Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.</p><p>&#34;It&#39;s not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think &#39;there&#39;s not too much to read into that&#39;,&#34; said Craig Erlam, senior market analyst at OANDA.</p><p>&#34;That&#39;s not normal, but that&#39;s just how things have been for such a long time now.&#34;</p><p>Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell&#39;s hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be &#34;on the table&#34; when the Fed meets in May.</p><p>The idea of &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, jumped on Friday, ending at its highest level since mid-March.</p><p>Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&amp;P 500.</p><p>HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.</p><p>Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.</p><p>All 11 major S&amp;P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.</p><p>Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.</p><p>The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&amp;P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.</p><p>For the week, the Dow dipped 1.9%, the S&amp;P dropped 2.8%, and the Nasdaq declined 3.8%.</p><p>The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday&#39;s sell-off taking declines on both the S&amp;P and Dow since the start of the year beyond 10%.</p><p>The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.</p><p>Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.</p><p>The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.</p><p>Investors are worried after streaming giant Netflix Inc&#39;s dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.</p><p>The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HCA":"HCA控股",".DJI":"道琼斯","ISRG":"直觉外科公司",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229641491","content_text":"* Healthcare stocks slump on HCA, Intuitive Surgical numbers* Big tech down ahead of earnings next week* Dow posts biggest one-day fall since Oct. 2020* Weekly falls: Dow 1.9%, S&P 2.8%, Nasdaq 3.8%* Indexes down on Friday: Dow 2.82%, S&P 2.77%, Nasdaq 2.55% April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.It was the third straight week of losses for both the S&P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.\"It's not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think 'there's not too much to read into that',\" said Craig Erlam, senior market analyst at OANDA.\"That's not normal, but that's just how things have been for such a long time now.\"Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell's hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be \"on the table\" when the Fed meets in May.The idea of \"front-end loading\" the U.S. central bank's retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.The CBOE Volatility index, also known as Wall Street's fear gauge, jumped on Friday, ending at its highest level since mid-March.Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&P 500.HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.All 11 major S&P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.For the week, the Dow dipped 1.9%, the S&P dropped 2.8%, and the Nasdaq declined 3.8%.The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday's sell-off taking declines on both the S&P and Dow since the start of the year beyond 10%.The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.Investors are worried after streaming giant Netflix Inc's dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010769007,"gmtCreate":1648473756447,"gmtModify":1676534342088,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Whether is it good or bad news?&nbsp;","listText":"Whether is it good or bad news?&nbsp;","text":"Whether is it good or bad news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010769007","repostId":"1164996738","repostType":4,"repost":{"id":"1164996738","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648472623,"share":"https://ttm.financial/m/news/1164996738?lang=&edition=fundamental","pubTime":"2022-03-28 21:03","market":"us","language":"en","title":"Price Target Changes｜Mizuho Reduced NIO to $60; Piper Sandler Cut Beyond Meat to $29","url":"https://stock-news.laohu8.com/highlight/detail?id=1164996738","media":"Tiger Newspress","summary":"Keybanc cut the price target on Global Payments Inc. from $175 to $165. Global Payments shares rose ","content":"<html><head></head><body><ul><li>Keybanc cut the price target on <b>Global Payments Inc.</b> from $175 to $165. Global Payments shares rose 0.4% to $136.72 in pre-market trading.</li><li>Piper Sandler lowered <b>Beyond Meat, Inc.</b> price target from $50 to $29. Beyond Meat shares fell 6.5% to $45.49 in pre-market trading.</li><li>JP Morgan boosted the price target on <b>Deere &amp; Company</b> from $355 to $440. Deere shares rose 1.3% to $441.91 in pre-market trading.</li><li>HC Wainwright &amp; Co. cut the price target for <b>Sigma Labs, Inc.</b> from $6 to $4. Sigma Labs shares fell 12.7% to close at $1.85 on Thursday.</li><li>Cowen &amp; Co. reduced <b>Foot Locker, Inc.</b> price target from $42 to $34. Foot Locker shares fell 1.6% to $30.00 in pre-market trading.</li></ul><ul><li>Citigroup boosted the price target on <b>Raymond James Financial, Inc.</b> from $165 to $210. Raymond James Financial shares rose 0.9% to $110.25 in pre-market trading.</li><li>Morgan Stanley lowered the price target for <b>Citigroup Inc.</b> from $75 to $60. Citigroup shares fell 0.6% to $56.43 in pre-market trading.</li><li>Piper Sandler cut <b>McDonald&#39;s Corporation</b> price target from $282 to $250. McDonald&#39;s shares rose 0.2% to $242.00 in pre-market trading.</li><li>Mizuho reduced <b>NIO Inc.</b> price target from $65 to $60. NIO shares rose 1.8% to $20.26 in pre-market trading.</li><li>Morgan Stanley cut <b>The Goldman Sachs Group, Inc.</b> price target from $445 to $418. Goldman Sachs shares rose 0.2% to $338.05 in pre-market trading.</li></ul></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>Price Target Changes｜Mizuho Reduced NIO to $60; Piper Sandler Cut Beyond Meat to $29</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\">\nPrice Target Changes｜Mizuho Reduced NIO to $60; Piper Sandler Cut Beyond Meat to $29\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-28 21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Keybanc cut the price target on <b>Global Payments Inc.</b> from $175 to $165. Global Payments shares rose 0.4% to $136.72 in pre-market trading.</li><li>Piper Sandler lowered <b>Beyond Meat, Inc.</b> price target from $50 to $29. Beyond Meat shares fell 6.5% to $45.49 in pre-market trading.</li><li>JP Morgan boosted the price target on <b>Deere &amp; Company</b> from $355 to $440. Deere shares rose 1.3% to $441.91 in pre-market trading.</li><li>HC Wainwright &amp; Co. cut the price target for <b>Sigma Labs, Inc.</b> from $6 to $4. Sigma Labs shares fell 12.7% to close at $1.85 on Thursday.</li><li>Cowen &amp; Co. reduced <b>Foot Locker, Inc.</b> price target from $42 to $34. Foot Locker shares fell 1.6% to $30.00 in pre-market trading.</li></ul><ul><li>Citigroup boosted the price target on <b>Raymond James Financial, Inc.</b> from $165 to $210. Raymond James Financial shares rose 0.9% to $110.25 in pre-market trading.</li><li>Morgan Stanley lowered the price target for <b>Citigroup Inc.</b> from $75 to $60. Citigroup shares fell 0.6% to $56.43 in pre-market trading.</li><li>Piper Sandler cut <b>McDonald&#39;s Corporation</b> price target from $282 to $250. McDonald&#39;s shares rose 0.2% to $242.00 in pre-market trading.</li><li>Mizuho reduced <b>NIO Inc.</b> price target from $65 to $60. NIO shares rose 1.8% to $20.26 in pre-market trading.</li><li>Morgan Stanley cut <b>The Goldman Sachs Group, Inc.</b> price target from $445 to $418. Goldman Sachs shares rose 0.2% to $338.05 in pre-market trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FL":"富乐客","C":"花旗","DE":"迪尔股份有限公司","GS":"高盛","GPN":"环汇有限公司","MCD":"麦当劳","NIO":"蔚来","RJF":"瑞杰金融","BYND":"Beyond Meat, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164996738","content_text":"Keybanc cut the price target on Global Payments Inc. from $175 to $165. Global Payments shares rose 0.4% to $136.72 in pre-market trading.Piper Sandler lowered Beyond Meat, Inc. price target from $50 to $29. Beyond Meat shares fell 6.5% to $45.49 in pre-market trading.JP Morgan boosted the price target on Deere & Company from $355 to $440. Deere shares rose 1.3% to $441.91 in pre-market trading.HC Wainwright & Co. cut the price target for Sigma Labs, Inc. from $6 to $4. Sigma Labs shares fell 12.7% to close at $1.85 on Thursday.Cowen & Co. reduced Foot Locker, Inc. price target from $42 to $34. Foot Locker shares fell 1.6% to $30.00 in pre-market trading.Citigroup boosted the price target on Raymond James Financial, Inc. from $165 to $210. Raymond James Financial shares rose 0.9% to $110.25 in pre-market trading.Morgan Stanley lowered the price target for Citigroup Inc. from $75 to $60. Citigroup shares fell 0.6% to $56.43 in pre-market trading.Piper Sandler cut McDonald's Corporation price target from $282 to $250. McDonald's shares rose 0.2% to $242.00 in pre-market trading.Mizuho reduced NIO Inc. price target from $65 to $60. NIO shares rose 1.8% to $20.26 in pre-market trading.Morgan Stanley cut The Goldman Sachs Group, Inc. price target from $445 to $418. Goldman Sachs shares rose 0.2% to $338.05 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078495173,"gmtCreate":1657725638092,"gmtModify":1676536051971,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Good news?&nbsp;","listText":"Good news?&nbsp;","text":"Good news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078495173","repostId":"1130107669","repostType":2,"repost":{"id":"1130107669","kind":"news","pubTimestamp":1657725801,"share":"https://ttm.financial/m/news/1130107669?lang=&edition=fundamental","pubTime":"2022-07-13 23:23","market":"us","language":"en","title":"QQQ: It's Make It Or Break It For The Summer Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1130107669","media":"Seeking Alpha","summary":"SummaryTech stocks are potentially staging the summer rally.Technically, the 50dma is the key resist","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tech stocks are potentially staging the summer rally.</li><li>Technically, the 50dma is the key resistance.</li><li>Fundamentally, the headline CPI on July 13th must surprise to the downside to support the rally.</li></ul><p><b>The Summer Rally</b></p><p>I made an argument on June 27th that stocks are likely staging a sustainable summer rally. The bullish case (at the time) was as follows:</p><p>The carnage in commodity prices will likely produce a falling headlineCPI inflation reading over the next few months, which will allow the Fed to implement the signaled dovish turn- or pause in September to evaluate the effect of already implemented monetary policy tightening. Thus, the CPI report on July 13th holds the key on whether the summer rally can be sustained.</p><p>In fact, stocks are well of their lows, and it appears that the summer rally is well underway. More importantly, the recent rally has been led by Tech stocks (XLK), and the tech-like stocks in the Consumer Discretionary (XLY) and the Communication (XLC) sectors. Here is the sector performance over the last 5 days:</p><p><img src=\"https://static.tigerbbs.com/b7b06df3855ab0b09e8f279df716f4d2\" tg-width=\"640\" tg-height=\"645\" referrerpolicy=\"no-referrer\"/></p><p>SelectSectorSPDR</p><p>The most efficient and liquid to play the summer rally is by buying the tech heavy Invesco Nasdaq ETF (NASDAQ:QQQ), where investors can get exposure to these large tech stocks expected to lead the bounce, and yet, to avoid the large single-stock exposure risk by stock picking. Here is the chart showing the recent QQQ performance:</p><p><img src=\"https://static.tigerbbs.com/8a21e71fe7a071f8aa45bfdeebe87a5d\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>At this point, the QQQ chart shows the price is well of the lows, but down more than 26% YTD. More importantly, the chart shows the &#34;higher low&#34; and the bounce to the first and the key technical resistance - the 50dma. The last time QQQ was above the 50dma was on April 8th, and since, the 50dma was the reliable downtrend resistance level. Thus, technically, the 50dma breakout is the necessary pre-requisite to the sustainable summer rally, which could extend to a much higher resistance level at the 200dma (currently around 350).</p><p>Note on QQQ, the top 4 stocks account for almost 40% of the index, so QQQ is heavily concentrated on big-tech leaders. The broader market simply cannot bounce without the significant participation of these stocks, so the exposure to QQQ gives the direct but diversified participation to the market cap leaders. Here is the table of the top 4 QQQ stocks:</p><table><tbody><tr><td>Apple (AAPL)</td><td>11%</td></tr><tr><td>Microsoft (MSFT)</td><td>10%</td></tr><tr><td>Amazon (AMZN)</td><td>8%</td></tr><tr><td>Alphabet A and B (GOOG)</td><td>8%</td></tr></tbody></table><p><b>Fundamental triggers to watch</b></p><p>So far, I explained that technically the QQQ is at the important resistance, and the break above the 50dma is likely to propel the index towards to 200dma. Also, note that the technical breakout above the 50dma could trigger short covering, which by itself could sustain the summer rally.</p><p>However, the summer rally can be cut short by renewed selling by fundamentally driven investors, which could push the index to new lows. Thus, it is important to consider the fundamental triggers.</p><p><b>The bearish case:</b></p><p>The bearish case is simple, every recession since 1945 has been preceded by the Fed&#39;s monetary policy tightening cycle. Thus, the market participants expect the current Fed&#39;s monetary policy tightening cycle will also cause the next recession, and the recessionary bear market.</p><p>In other words, the bearish investors expect the Fed-induced recession, and with that the significant downgrade in corporate earnings, and possibly the increase in credit risk leading to more corporate bankruptcies. Higher multiple tech stocks are particularly vulnerable in such environment.</p><p><b>The bullish case:</b></p><p>Note, there were 13 Fed&#39;s interest rate hiking cycles since 1945, which caused a recession 10 times with 3 exceptions: 1994-95, 1983-84, 1965-66. The bulls argue that the nearly 30% correction since Jan 4th has removed the speculative excess from tech valuations, and if the Fed is able to engineer a soft-landing (another exception), the QQQ has likely already bottomed, and it&#39;s time to start buying.</p><p>In other words, the bullish investors do not expect the Fed-induced recession, or possibly expect a very shallow and short recession that has been already priced in.</p><p><b>The key disagreement: the recession expectations</b></p><p>Thus, the bulls and the bears disagree whether there will be the Fed-induced recession, and if yes, the depth and length of such recession. Obviously, the key to the eventual resolution of this disagreement is heavily dependent on the actual Fed tightening policy.</p><p>Specifically, the recession will be very likely if the Fed inverts the 10Y-3mo spread. Currently, the spread is at 1.11%, but it&#39;s narrowing quickly, and it&#39;s expected to invert by the end of 2022. Practically, if the yield on 10Y Treasury stays around 3%, the Fed would have to exceed the 3% level on the Federal Funds rate. Currently, the Fed is expected to hike to 3.49% by the end of 2022. Thus, the market expects the recession sometimes in the second half of 2023.</p><p>However, the depth and the length of the expected recession is the function of whether the Fed causes the bust of the housing bubble and, thus the increase in the credit risk. At this point we don&#39;t have enough information to forecast the credit risk in 2023.</p><p><b>What to watch next?</b></p><p>Obviously, the Fed&#39;s monetary tightening path is the key on whether the recession occurs next year, and whether the recession causes the spike in credit risk.</p><p>The Fed has indicated that it does not intend to cause the recession, and the desire to pause the monetary policy tightening in Sep of 2022 to evaluate the effects of higher interest rates on economy before deciding on the next policy action.</p><p>However, the surprise in the May headline CPI caused the significant hawkish repricing of monetary policy tightening and led to an actual oversized 75bpt hike in June, with another 75bpt or 50bpt excepted in July. However, note, the Fed indicated that it needs to see &#34;several months&#34; of declining headline CPI to consider the dovish turn.</p><p>That brings us to the July 13th CPI inflation release. The current expectations are for 8.8% headline CPI or the new cycle high! However, given the correction in oil prices, as well as prices of other commodities, it is likely that <i>the headline CPI could surprise to the downside</i>- which could be the trigger to push the QQQ over 50dma and propel the summer rally.</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>QQQ: It's Make It Or Break It For The Summer Rally</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\">\nQQQ: It's Make It Or Break It For The Summer Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522847-qqq-make-or-break-for-summer-rally?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTech stocks are potentially staging the summer rally.Technically, the 50dma is the key resistance.Fundamentally, the headline CPI on July 13th must surprise to the downside to support the rally...</p>\n\n<a href=\"https://seekingalpha.com/article/4522847-qqq-make-or-break-for-summer-rally?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4522847-qqq-make-or-break-for-summer-rally?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130107669","content_text":"SummaryTech stocks are potentially staging the summer rally.Technically, the 50dma is the key resistance.Fundamentally, the headline CPI on July 13th must surprise to the downside to support the rally.The Summer RallyI made an argument on June 27th that stocks are likely staging a sustainable summer rally. The bullish case (at the time) was as follows:The carnage in commodity prices will likely produce a falling headlineCPI inflation reading over the next few months, which will allow the Fed to implement the signaled dovish turn- or pause in September to evaluate the effect of already implemented monetary policy tightening. Thus, the CPI report on July 13th holds the key on whether the summer rally can be sustained.In fact, stocks are well of their lows, and it appears that the summer rally is well underway. More importantly, the recent rally has been led by Tech stocks (XLK), and the tech-like stocks in the Consumer Discretionary (XLY) and the Communication (XLC) sectors. Here is the sector performance over the last 5 days:SelectSectorSPDRThe most efficient and liquid to play the summer rally is by buying the tech heavy Invesco Nasdaq ETF (NASDAQ:QQQ), where investors can get exposure to these large tech stocks expected to lead the bounce, and yet, to avoid the large single-stock exposure risk by stock picking. Here is the chart showing the recent QQQ performance:Data by YChartsAt this point, the QQQ chart shows the price is well of the lows, but down more than 26% YTD. More importantly, the chart shows the \"higher low\" and the bounce to the first and the key technical resistance - the 50dma. The last time QQQ was above the 50dma was on April 8th, and since, the 50dma was the reliable downtrend resistance level. Thus, technically, the 50dma breakout is the necessary pre-requisite to the sustainable summer rally, which could extend to a much higher resistance level at the 200dma (currently around 350).Note on QQQ, the top 4 stocks account for almost 40% of the index, so QQQ is heavily concentrated on big-tech leaders. The broader market simply cannot bounce without the significant participation of these stocks, so the exposure to QQQ gives the direct but diversified participation to the market cap leaders. Here is the table of the top 4 QQQ stocks:Apple (AAPL)11%Microsoft (MSFT)10%Amazon (AMZN)8%Alphabet A and B (GOOG)8%Fundamental triggers to watchSo far, I explained that technically the QQQ is at the important resistance, and the break above the 50dma is likely to propel the index towards to 200dma. Also, note that the technical breakout above the 50dma could trigger short covering, which by itself could sustain the summer rally.However, the summer rally can be cut short by renewed selling by fundamentally driven investors, which could push the index to new lows. Thus, it is important to consider the fundamental triggers.The bearish case:The bearish case is simple, every recession since 1945 has been preceded by the Fed's monetary policy tightening cycle. Thus, the market participants expect the current Fed's monetary policy tightening cycle will also cause the next recession, and the recessionary bear market.In other words, the bearish investors expect the Fed-induced recession, and with that the significant downgrade in corporate earnings, and possibly the increase in credit risk leading to more corporate bankruptcies. Higher multiple tech stocks are particularly vulnerable in such environment.The bullish case:Note, there were 13 Fed's interest rate hiking cycles since 1945, which caused a recession 10 times with 3 exceptions: 1994-95, 1983-84, 1965-66. The bulls argue that the nearly 30% correction since Jan 4th has removed the speculative excess from tech valuations, and if the Fed is able to engineer a soft-landing (another exception), the QQQ has likely already bottomed, and it's time to start buying.In other words, the bullish investors do not expect the Fed-induced recession, or possibly expect a very shallow and short recession that has been already priced in.The key disagreement: the recession expectationsThus, the bulls and the bears disagree whether there will be the Fed-induced recession, and if yes, the depth and length of such recession. Obviously, the key to the eventual resolution of this disagreement is heavily dependent on the actual Fed tightening policy.Specifically, the recession will be very likely if the Fed inverts the 10Y-3mo spread. Currently, the spread is at 1.11%, but it's narrowing quickly, and it's expected to invert by the end of 2022. Practically, if the yield on 10Y Treasury stays around 3%, the Fed would have to exceed the 3% level on the Federal Funds rate. Currently, the Fed is expected to hike to 3.49% by the end of 2022. Thus, the market expects the recession sometimes in the second half of 2023.However, the depth and the length of the expected recession is the function of whether the Fed causes the bust of the housing bubble and, thus the increase in the credit risk. At this point we don't have enough information to forecast the credit risk in 2023.What to watch next?Obviously, the Fed's monetary tightening path is the key on whether the recession occurs next year, and whether the recession causes the spike in credit risk.The Fed has indicated that it does not intend to cause the recession, and the desire to pause the monetary policy tightening in Sep of 2022 to evaluate the effects of higher interest rates on economy before deciding on the next policy action.However, the surprise in the May headline CPI caused the significant hawkish repricing of monetary policy tightening and led to an actual oversized 75bpt hike in June, with another 75bpt or 50bpt excepted in July. However, note, the Fed indicated that it needs to see \"several months\" of declining headline CPI to consider the dovish turn.That brings us to the July 13th CPI inflation release. The current expectations are for 8.8% headline CPI or the new cycle high! However, given the correction in oil prices, as well as prices of other commodities, it is likely that the headline CPI could surprise to the downside- which could be the trigger to push the QQQ over 50dma and propel the summer rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083651885,"gmtCreate":1650113781667,"gmtModify":1676534649955,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Scary&nbsp;","listText":"Scary&nbsp;","text":"Scary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083651885","repostId":"1175785386","repostType":4,"repost":{"id":"1175785386","kind":"news","pubTimestamp":1650066953,"share":"https://ttm.financial/m/news/1175785386?lang=&edition=fundamental","pubTime":"2022-04-16 07:55","market":"us","language":"en","title":"The Smart Investor Will Avoid GameStop and Bed Bath & Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1175785386","media":"investorplace","summary":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to","content":"<html><head></head><body><ul><li>Bed Bath &amp; Beyond (BBBY) just got three seats on its board.</li><li>GameStop (GME) savior Ryan Cohen ought to pick one or the other.</li><li>The smart move for investors is not to own either.</li></ul><p>Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath &amp; Beyond (NASDAQ:BBBY).</p><p>Cohen recently gained three seats on Bed Bath &amp; Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.</p><p>BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.</p><p>If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath &amp; Beyond.</p><p>Here’s why.</p><h2>Ryan Cohen Is No Warren Buffett</h2><p>The idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.</p><p>Here’s what Chukumba had to say about GameStop:</p><p>“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.</p><p>In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.</p><p>GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.</p><p>In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.</p><p>The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.</p><h2>GME Stock + BBBY = Potential Bloodbath</h2><p>As I said in the intro, Bed Bath &amp; Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.</p><p>So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.</p><p>Chukumba is equally unimpressed by Cohen’s BBBY play:</p><p>“It’s the same thing with Bed Bath &amp; Beyond. He bought a stake in Bed Bath &amp; Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”</p><p>He’s 100% on the mark.</p><p>The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.</p><h2>Chewy’s Not Looking So Hot</h2><p>Before ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.</p><p>For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.</p><p>The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.</p><p>Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Smart Investor Will Avoid GameStop and Bed Bath & Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Smart Investor Will Avoid GameStop and Bed Bath & Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following ...</p>\n\n<a href=\"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","GME":"游戏驿站"},"source_url":"https://investorplace.com/2022/04/the-smart-investor-will-avoid-gamestop-gme-stock-and-bed-bath-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175785386","content_text":"Bed Bath & Beyond (BBBY) just got three seats on its board.GameStop (GME) savior Ryan Cohen ought to pick one or the other.The smart move for investors is not to own either.Most investors following GameStop (NYSE:GME) know that Ryan Cohen, the so-called savior of the video game retailer, owns 11.9% of GME stock through RC Ventures, his holding company. Cohen also owns 9.8% of Bed Bath & Beyond (NASDAQ:BBBY).Cohen recently gained three seats on Bed Bath & Beyond’s board. As a result, he is now fighting a war on two fronts. History tells us that most times, when an aggressor tries to fight two opponents at the same time rather than one, the outcome is generally unfavorable.BBBY reported a fourth-quarter loss of 92 cents versus the analyst estimate of a four-cent profit. BBBY stock is down more than 9% on the news.If Cohen is smart, he’ll stop the war on two fronts and focus on GameStop. If you’re an investor, I would caution against buying either stock. If Cohen’s not careful, he’ll hold the bag for both GameStop and Bed Bath & Beyond.Here’s why.Ryan Cohen Is No Warren BuffettThe idea for my commentary today is not original. Yahoo Finance editor-at-large Brian Sozzi recently reported some of the comments of Loop Capital Markets analyst Anthony Chukumba regarding Ryan Cohen’s large investments in both companies.Here’s what Chukumba had to say about GameStop:“He bought a big stake in GameStop. He became the chairman. He brought in all these executives and board members. The stock went up a ton. But have the fundamentals of the business gotten any better? Any better at all? The answer is no. And by the way, the stock peaked at $483. It’s now down to about $150,” Sozzi reported on April 12.In February, I pointed out that savior Cohen sold Chewy (NYSE:CHWY) long before it proved it could consistently make money. I also said that his claim Chewy would have been successful no matter what products it sold fails to recognize that the pet care industry is one of the most stable in North America. So he hardly picked a tough one.GME stock has rebounded nicely in recent weeks — it’s up 64% over the past month — as the meme stock investors piled back into Cohen’s original turnaround target.In March, GameStop reported decent Q4 2021 sales — up 6.2% over Q4 2020 to $2.25 billion — with an adjusted loss of $1.86 a share, well off the analyst estimate of an 85-cent profit.The company had nothing but good things to say about its strategy to transform GameStop’s business. If nothing else, Cohen is a good promoter.GME Stock + BBBY = Potential BloodbathAs I said in the intro, Bed Bath & Beyond reported a 92-cent loss in the fourth quarter, 96 cents worse than the consensus estimate. BBBY stock jumped 34% on March 7 after Cohen revealed his stake in the retailer. Its share price is now down 18% from its March 7 close.So, Cohen now has two money-losing businesses to turn around. It’s tough enough to achieve success once. But he wants to do it twice. At this point, the smart investor would realize the probabilities of Cohen being successful on both are slim.Chukumba is equally unimpressed by Cohen’s BBBY play:“It’s the same thing with Bed Bath & Beyond. He bought a stake in Bed Bath & Beyond, but he said you can easily take this thing private. No you can’t. He also said the market cap of buybuy BABY is more than the entire market cap of the company. Wrong once again,” Sozzi reported. “Let’s rid ourselves of the notion he is the next Warren Buffett, the emperor has no clothes.”He’s 100% on the mark.The man has done little to alter either business, yet he’s ready to fight a war on two fronts. Unfortunately, this scenario has only one end — a bad one from where I sit.Chewy’s Not Looking So HotBefore ignoring my warning about betting on Cohen, remember that Chewy’s most recent quarterly report was a stinker. The company lost 15 cents a share in Q4 2021, seven cents worse than analyst expectations, while revenues were $2.39 billion, $30-million shy of the consensus.For all of 2021, Chewy finished with a net loss of $73.8 million. It did make money on a non-GAAP adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) basis, but $6.6 million less than a year ago and with an adjusted EBITDA margin of less than 1%.The smart thing Ryan Cohen’s done up to this point in his business career was to sell Chewy when the getting was good. That makes me think of Mark Cuban and the sale of Broadcast.com for $5.7 billion at the height of the dot-com bubble in 1999. Only Cuban took those winnings and built an empire, including the Dallas Mavericks.Cohen’s proven he’s no Warren Buffett or Mark Cuban. For this reason, I wouldn’t buy either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010915359,"gmtCreate":1648229161581,"gmtModify":1676534319782,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Good buy?&nbsp;","listText":"Good buy?&nbsp;","text":"Good buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010915359","repostId":"2222887366","repostType":4,"repost":{"id":"2222887366","kind":"highlight","pubTimestamp":1648214614,"share":"https://ttm.financial/m/news/2222887366?lang=&edition=fundamental","pubTime":"2022-03-25 21:23","market":"us","language":"en","title":"3 Top Tech Stocks Under $20 Per Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2222887366","media":"Motley Fool","summary":"You can buy pieces of some of the world's most exciting up-and-coming businesses for the price of a large pizza.","content":"<html><head></head><body><p>Shares of the e-commerce giant <b>Amazon</b> cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow to be massive, like Amazon, usually start much smaller.</p><p>While history doesn&#39;t really repeat, it often rhymes. There are probably quite a few potential &#34;Amazons&#34; out there, trading at really low prices. Below are three companies that I&#39;m currently excited about, and here&#39;s the kicker: You can have them for less than $20 per share, which is affordable for most people.</p><p>So when you grab a $20 bill to pay for a dinner on the go this week, think about putting that money into <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these three potential winners.</p><h2>1. SoFi Technologies</h2><p>Banking is a massive and old industry that goes back centuries. However, there&#39;s been a lot of innovation within the financial sector in recent years. Reimagining consumer banking is part of that, which is where <b>SoFi Technologies</b> ( SOFI 1.07% ) comes in. SoFi started as a company refinancing student loans, but it&#39;s become much more than that.</p><p>The company&#39;s &#34;super-app&#34; offers its users various financial services, like money transfers, investing, borrowing, banking, and savings, all in one smartphone app. This creates convenience for users and lowers customer acquisition costs for SoFi because it costs nothing for a user to go from using one service on its app to multiple services. SoFi also acquired Galileo in 2020 for $1.2 billion, a technology platform that helps create digital payment cards and banking products.</p><p>SoFi recently received regulatory approval to become a national bank, which will let the company finance its loans with user deposits, lowering its own cost of capital and increasing its profitability. The company produced $1.0 billion in revenue in 2021, and as its vision for becoming a conglomerate of fintech services becomes a reality, SoFi could continue growing for years to come.</p><h2>2. Palantir Technologies</h2><p>A mathematician in the United Kingdom once said that &#34;data is the new oil. Like oil, data is valuable, but if unrefined, it cannot be used.&#34; Data analytics company <b>Palantir Technologies</b> ( PLTR 1.59% ) addresses this very problem. Its two software platforms, Foundry and Gotham, build custom solutions for its clients to analyze data to help make actionable decisions, discover trends, and aid human analysts. The company itself believes in &#34;augmenting human intelligence, not replacing it.&#34;</p><p>Palantir started in the early 2000s, first gaining traction with the United States government. A variety of agencies in the government use Palantir, including Homeland Security, Defense, and more. Palantir has expanded into the private sector to work with companies, but the government remains Palantir&#39;s largest customer, contributing 58% of revenue in 2021.</p><p>Even though revenue from commercial accounts grew just 31% in 2021 compared to government revenue&#39;s 47% increase, the number of Palantir&#39;s commercial clients tripled during the year. This could lead to solid revenue growth down the road because the company has a multi-phase selling process that generates revenue once its software becomes mission-critical for its customers.</p><h2>3. Amplitude</h2><p><b>Amplitude</b> ( AMPL -1.66% ) is the self-proclaimed pioneer of &#34;digital optimization,&#34; in which data proactively drives how companies make decisions instead of reacting to what&#39;s already happened. Amplitude has gotten traction with its business with approximately 1,597 paying members as of the end of 2021, a 54% year-over-year increase.</p><p>Amplitude works with some high-profile customers, including <b>Anheuser-Busch InBev</b>, <b>Atlassian</b>, and <b>Ford</b>. It&#39;s also scored recent customer wins, including <b>Toyota</b>, <b>Twilio</b>, and Taco Bell in the fourth quarter alone. Founder and CEO Spenser Skates is in his early 30s, so it can be hard to immediately trust a young company with an unproven CEO bringing a new type of software to market. These notable customer wins could help show some credibility to investors.</p><p>The company&#39;s net revenue retention rate (NRR) is 123%, implying that customers tend to spend more money on the product over time. This and Amplitude&#39;s impressive customer list is exciting for the company&#39;s long-term prospects. At the same time, the stock recently plummeted, falling more than 50% since its Q4 2021 earnings report due to the company calling for 2022 revenue growth of just 35% to 40%, a notable slow-down from 2021 when revenue grew 63% year over year. Management attributed the softer guidance to 2021 being a stronger-than-average year for the company. Investors will need to see how Amplitude executes over the next several quarters, but the stock&#39;s dramatic decline should help compensate investors for these short-term question marks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks Under $20 Per Share</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Tech Stocks Under $20 Per Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of the e-commerce giant Amazon cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4579":"人工智能","BK4538":"云计算","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","PLTR":"Palantir Technologies Inc.","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMPL":"AmplitudeE, Inc.","BK4535":"淡马锡持仓","BK4524":"宅经济概念","SOFI":"SoFi Technologies Inc.","BK4559":"巴菲特持仓"},"source_url":"https://www.fool.com/investing/2022/03/25/3-top-tech-stocks-under-20-per-share/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222887366","content_text":"Shares of the e-commerce giant Amazon cost more than $3,000 for a single share, but they were under $10 when the dot-com bubble burst in the early 2000s. The bottom line is, even companies that grow to be massive, like Amazon, usually start much smaller.While history doesn't really repeat, it often rhymes. There are probably quite a few potential \"Amazons\" out there, trading at really low prices. Below are three companies that I'm currently excited about, and here's the kicker: You can have them for less than $20 per share, which is affordable for most people.So when you grab a $20 bill to pay for a dinner on the go this week, think about putting that money into one of these three potential winners.1. SoFi TechnologiesBanking is a massive and old industry that goes back centuries. However, there's been a lot of innovation within the financial sector in recent years. Reimagining consumer banking is part of that, which is where SoFi Technologies ( SOFI 1.07% ) comes in. SoFi started as a company refinancing student loans, but it's become much more than that.The company's \"super-app\" offers its users various financial services, like money transfers, investing, borrowing, banking, and savings, all in one smartphone app. This creates convenience for users and lowers customer acquisition costs for SoFi because it costs nothing for a user to go from using one service on its app to multiple services. SoFi also acquired Galileo in 2020 for $1.2 billion, a technology platform that helps create digital payment cards and banking products.SoFi recently received regulatory approval to become a national bank, which will let the company finance its loans with user deposits, lowering its own cost of capital and increasing its profitability. The company produced $1.0 billion in revenue in 2021, and as its vision for becoming a conglomerate of fintech services becomes a reality, SoFi could continue growing for years to come.2. Palantir TechnologiesA mathematician in the United Kingdom once said that \"data is the new oil. Like oil, data is valuable, but if unrefined, it cannot be used.\" Data analytics company Palantir Technologies ( PLTR 1.59% ) addresses this very problem. Its two software platforms, Foundry and Gotham, build custom solutions for its clients to analyze data to help make actionable decisions, discover trends, and aid human analysts. The company itself believes in \"augmenting human intelligence, not replacing it.\"Palantir started in the early 2000s, first gaining traction with the United States government. A variety of agencies in the government use Palantir, including Homeland Security, Defense, and more. Palantir has expanded into the private sector to work with companies, but the government remains Palantir's largest customer, contributing 58% of revenue in 2021.Even though revenue from commercial accounts grew just 31% in 2021 compared to government revenue's 47% increase, the number of Palantir's commercial clients tripled during the year. This could lead to solid revenue growth down the road because the company has a multi-phase selling process that generates revenue once its software becomes mission-critical for its customers.3. AmplitudeAmplitude ( AMPL -1.66% ) is the self-proclaimed pioneer of \"digital optimization,\" in which data proactively drives how companies make decisions instead of reacting to what's already happened. Amplitude has gotten traction with its business with approximately 1,597 paying members as of the end of 2021, a 54% year-over-year increase.Amplitude works with some high-profile customers, including Anheuser-Busch InBev, Atlassian, and Ford. It's also scored recent customer wins, including Toyota, Twilio, and Taco Bell in the fourth quarter alone. Founder and CEO Spenser Skates is in his early 30s, so it can be hard to immediately trust a young company with an unproven CEO bringing a new type of software to market. These notable customer wins could help show some credibility to investors.The company's net revenue retention rate (NRR) is 123%, implying that customers tend to spend more money on the product over time. This and Amplitude's impressive customer list is exciting for the company's long-term prospects. At the same time, the stock recently plummeted, falling more than 50% since its Q4 2021 earnings report due to the company calling for 2022 revenue growth of just 35% to 40%, a notable slow-down from 2021 when revenue grew 63% year over year. Management attributed the softer guidance to 2021 being a stronger-than-average year for the company. Investors will need to see how Amplitude executes over the next several quarters, but the stock's dramatic decline should help compensate investors for these short-term question marks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":6,"crmLevelSwitch":1,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"content":"Bought Pltr n Sofi.","text":"Bought Pltr n Sofi.","html":"Bought Pltr n Sofi."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084401977,"gmtCreate":1650896435944,"gmtModify":1676534811227,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Not again 😂","listText":"Not again 😂","text":"Not again 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084401977","repostId":"1164472680","repostType":4,"repost":{"id":"1164472680","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650893484,"share":"https://ttm.financial/m/news/1164472680?lang=&edition=fundamental","pubTime":"2022-04-25 21:31","market":"us","language":"en","title":"U.S. Stocks Open Lower on Monday, and Twitter Rise More Than 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1164472680","media":"Tiger Newspress","summary":"U.S. stocks dipped Monday, pointing to a continuation of an April market sell-off that has pushed th","content":"<html><head></head><body><p>U.S. stocks dipped Monday, pointing to a continuation of an April market sell-off that has pushed the Dow Jones Industrial Average lower for four-straight weeks.</p><p>The Dow lost about 200 points, or 0.7%. The S&amp;P 500 dipped 0.8%. The Nasdaq Composite lost 0.8%.</p><p>Coca-Cola reported better-than-expected quarterly earnings before the bell Monday and shares rose about 1.5% in morning trading.</p><p>Investors are watching Twitter as well, whichreportedly is re-examining Elon Musk’s takeover bid. The social media company is nearing a deal to sell itself to the billionaire investor, The New York Times reported, citing unnamed sources. Twitter shares were more than 4% higher in morning trading.</p><p>Energy and commodity-related stocks dropped in morning trading as oil prices pulled back.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Open Lower on Monday, and Twitter Rise More Than 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Lower on Monday, and Twitter Rise More Than 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-25 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks dipped Monday, pointing to a continuation of an April market sell-off that has pushed the Dow Jones Industrial Average lower for four-straight weeks.</p><p>The Dow lost about 200 points, or 0.7%. The S&amp;P 500 dipped 0.8%. The Nasdaq Composite lost 0.8%.</p><p>Coca-Cola reported better-than-expected quarterly earnings before the bell Monday and shares rose about 1.5% in morning trading.</p><p>Investors are watching Twitter as well, whichreportedly is re-examining Elon Musk’s takeover bid. The social media company is nearing a deal to sell itself to the billionaire investor, The New York Times reported, citing unnamed sources. Twitter shares were more than 4% higher in morning trading.</p><p>Energy and commodity-related stocks dropped in morning trading as oil prices pulled back.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164472680","content_text":"U.S. stocks dipped Monday, pointing to a continuation of an April market sell-off that has pushed the Dow Jones Industrial Average lower for four-straight weeks.The Dow lost about 200 points, or 0.7%. The S&P 500 dipped 0.8%. The Nasdaq Composite lost 0.8%.Coca-Cola reported better-than-expected quarterly earnings before the bell Monday and shares rose about 1.5% in morning trading.Investors are watching Twitter as well, whichreportedly is re-examining Elon Musk’s takeover bid. The social media company is nearing a deal to sell itself to the billionaire investor, The New York Times reported, citing unnamed sources. Twitter shares were more than 4% higher in morning trading.Energy and commodity-related stocks dropped in morning trading as oil prices pulled back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584006131453100","authorId":"3584006131453100","name":"74rk","avatar":"https://static.tigerbbs.com/5d2cbf8ec63fa4fc1ffb7189ba15e1bc","crmLevel":2,"crmLevelSwitch":0,"idStr":"3584006131453100","authorIdStr":"3584006131453100"},"content":"same old shoot again","text":"same old shoot again","html":"same old shoot again"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083651401,"gmtCreate":1650113882431,"gmtModify":1676534649947,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083651401","repostId":"1111229127","repostType":4,"repost":{"id":"1111229127","kind":"news","pubTimestamp":1650066699,"share":"https://ttm.financial/m/news/1111229127?lang=&edition=fundamental","pubTime":"2022-04-16 07:51","market":"us","language":"en","title":"Is Antitrust Risk a Big Concern With Microsoft Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111229127","media":"investorplace","summary":"The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning pe","content":"<html><head></head><body><ul><li>The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning performance.</li><li>But now, a recent headline suggests its under scrutiny from regulators over some of this unit’s business practices in Europe.</li><li>Even if the “worst case scenario” plays out, don’t expect it to derail MSFT stock.</li></ul><p>As a trillion-dollar company, barely a day goes by without news from or about Microsoft (NASDAQ:MSFT). Some of these developments (for instance, earnings) can have an immediate impact on the MSFT stock price. Other developments can have little immediate impact, but could nonetheless affect its operating and share price performance down the road.</p><p>When it comes to news of the software giant being at risk of being in the crosshairs of European regulators, consider this to be a good example of the latter. A large part of Microsoft’s success in recent years is due to the stunning growth of its Azure cloud segment. Yet how it has been growing this segment in Europe may leave it at risk of facing antitrust scrutiny.</p><p>So far, this has had minimal impact on its stock price. Even so, is it a sign of trouble ahead? Let’s dive in and find out.</p><h2>MSFT Stock and Possible Antitrust Scrutiny</h2><p>As reported by the Financial Times on April 13, the aggressive tactics being employed by Microsoft to win the “cloud war” between it and its two key rivals, Alphabet (NASDAQ:GOOG,NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN), could result in it ending up under scrutiny by European Union (EU) regulators, due to alleged anti-competitive practices.</p><p>Specifically, the way it incentivizes prospective customers of its Azure cloud service by offering them deals on its suite of cloud-based applications like Office 365. While the company hasn’t dealt with too many antitrust issues lately, it’s definitely no stranger to them.</p><p>You may remember how, twenty years back, the U.S. Government took the company to court over allegations that it was engaging in monopolistic practices. In the end, the software giant beat the case on appeal. With the E.U. in particular, Microsoft has dealt with several bouts of antitrust scrutiny, some of which has resulted in it paying large regulatory fines.</p><p>However, before jumping to conclusions, keep a few things in mind. The E.U.’s investigation is only in the preliminary stages. Even if it does result in another antitrust suit, the end result will likely not have a material impact on MSFT stock.</p><h2>Little Need for Concern</h2><p>Microsoft has done very well grabbing a large share of the European market for cloud services. However, that by-itself doesn’t mean that the E.U. will be able to prove this is the product of anticompetitive trade practices.</p><p>For example, the circumstances are different than with past antitrust situations. This time, there are several large names (i.e., Alphabet and Amazon) in the space. It’s not simply a case of this tech behemoth, versus a smattering of much smaller competitors. Furthermore, these large rivals also engage in the similar practices that are alleged to be anti-competitive.</p><p>Microsoft may be able to successfully defend itself against these claims. Again, that’s assuming what’s playing out now turns into another antitrust suit. Yet even if it loses in the courts, chances are it’s not going to have a serious impact.</p><p>Worst case scenario, it may face another fine. Past fines were in the nine-digit range ($100 million to $1 billion). That’s not to say a fine, if one arises, couldn’t be in the billions. Still, as this is a company that generates nearly $20 billion per quarter, a ten-figure fine will sting, but it won’t break the bank.</p><h2>The Verdict on MSFT Stock</h2><p>Investors are correct in shrugging off antitrust risk as “no big deal” when it comes to Microsoft. Not only has this not yet evolved into a repeat of its past brushes with E.U. regulators, but, like I said, worst case scenario, it’s not likely to have a material impact on its future results.</p><p>Instead of worrying about this, focus on the positives that far outweigh it. Between continued success with its Azure, Office and Windows businesses, plus the potential with its move to expand its presence in gaming and the metaverse, it has a strong chance of delivering strong earnings growth in the years ahead.</p><p>Ultimately, if antitrust scrutiny arises, it will not derail MSFT stock. Still beaten down by this year’s market volatility, keep it on your watchlist.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Antitrust Risk a Big Concern With Microsoft 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\">\nIs Antitrust Risk a Big Concern With Microsoft Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/msft-stock-is-antitrust-risk-a-big-concern-with-microsoft/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning performance.But now, a recent headline suggests its under scrutiny from regulators over some of this ...</p>\n\n<a href=\"https://investorplace.com/2022/04/msft-stock-is-antitrust-risk-a-big-concern-with-microsoft/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/2022/04/msft-stock-is-antitrust-risk-a-big-concern-with-microsoft/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111229127","content_text":"The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning performance.But now, a recent headline suggests its under scrutiny from regulators over some of this unit’s business practices in Europe.Even if the “worst case scenario” plays out, don’t expect it to derail MSFT stock.As a trillion-dollar company, barely a day goes by without news from or about Microsoft (NASDAQ:MSFT). Some of these developments (for instance, earnings) can have an immediate impact on the MSFT stock price. Other developments can have little immediate impact, but could nonetheless affect its operating and share price performance down the road.When it comes to news of the software giant being at risk of being in the crosshairs of European regulators, consider this to be a good example of the latter. A large part of Microsoft’s success in recent years is due to the stunning growth of its Azure cloud segment. Yet how it has been growing this segment in Europe may leave it at risk of facing antitrust scrutiny.So far, this has had minimal impact on its stock price. Even so, is it a sign of trouble ahead? Let’s dive in and find out.MSFT Stock and Possible Antitrust ScrutinyAs reported by the Financial Times on April 13, the aggressive tactics being employed by Microsoft to win the “cloud war” between it and its two key rivals, Alphabet (NASDAQ:GOOG,NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN), could result in it ending up under scrutiny by European Union (EU) regulators, due to alleged anti-competitive practices.Specifically, the way it incentivizes prospective customers of its Azure cloud service by offering them deals on its suite of cloud-based applications like Office 365. While the company hasn’t dealt with too many antitrust issues lately, it’s definitely no stranger to them.You may remember how, twenty years back, the U.S. Government took the company to court over allegations that it was engaging in monopolistic practices. In the end, the software giant beat the case on appeal. With the E.U. in particular, Microsoft has dealt with several bouts of antitrust scrutiny, some of which has resulted in it paying large regulatory fines.However, before jumping to conclusions, keep a few things in mind. The E.U.’s investigation is only in the preliminary stages. Even if it does result in another antitrust suit, the end result will likely not have a material impact on MSFT stock.Little Need for ConcernMicrosoft has done very well grabbing a large share of the European market for cloud services. However, that by-itself doesn’t mean that the E.U. will be able to prove this is the product of anticompetitive trade practices.For example, the circumstances are different than with past antitrust situations. This time, there are several large names (i.e., Alphabet and Amazon) in the space. It’s not simply a case of this tech behemoth, versus a smattering of much smaller competitors. Furthermore, these large rivals also engage in the similar practices that are alleged to be anti-competitive.Microsoft may be able to successfully defend itself against these claims. Again, that’s assuming what’s playing out now turns into another antitrust suit. Yet even if it loses in the courts, chances are it’s not going to have a serious impact.Worst case scenario, it may face another fine. Past fines were in the nine-digit range ($100 million to $1 billion). That’s not to say a fine, if one arises, couldn’t be in the billions. Still, as this is a company that generates nearly $20 billion per quarter, a ten-figure fine will sting, but it won’t break the bank.The Verdict on MSFT StockInvestors are correct in shrugging off antitrust risk as “no big deal” when it comes to Microsoft. Not only has this not yet evolved into a repeat of its past brushes with E.U. regulators, but, like I said, worst case scenario, it’s not likely to have a material impact on its future results.Instead of worrying about this, focus on the positives that far outweigh it. Between continued success with its Azure, Office and Windows businesses, plus the potential with its move to expand its presence in gaming and the metaverse, it has a strong chance of delivering strong earnings growth in the years ahead.Ultimately, if antitrust scrutiny arises, it will not derail MSFT stock. Still beaten down by this year’s market volatility, keep it on your watchlist.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902071546,"gmtCreate":1659620940387,"gmtModify":1705989370504,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902071546","repostId":"2256747279","repostType":4,"repost":{"id":"2256747279","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":1659619000,"share":"https://ttm.financial/m/news/2256747279?lang=&edition=fundamental","pubTime":"2022-08-04 21:16","market":"us","language":"en","title":"Italy, Intel Close to $5 Billion Deal for Chip Factory","url":"https://stock-news.laohu8.com/highlight/detail?id=2256747279","media":"Reuters","summary":"(Reuters) - Italy is close to clinching a deal initially worth $5 billion with Intel to build an adv","content":"<html><head></head><body><p>(Reuters) - Italy is close to clinching a deal initially worth $5 billion with Intel to build an advanced semiconductor packaging and assembly plant in the country, two sources briefed on discussions told Reuters on Thursday.</p><p>Intel&#39;s investment in Italy is part of a wider plan announced by the U.S. chipmaker earlier this year to invest $88 billion in building capacity across Europe, which is striving to cut its reliance on Asian chip imports and ease a supply crunch that has curbed output in the region&#39;s strategic car sector.</p><p>Asking not to be named due to the sensitivity of the matter, the sources said the government of outgoing Prime Minister Mario Draghi was working to have an agreement in place by the end of August, ahead of a snap national election scheduled on Sept. 25.</p><p>Sources have previously told Reuters that Rome is ready to fund as much as 40% of Intel&#39;s total investment in Italy, which is expected to rise over time from the initial $5 billion.</p><p>Draghi&#39;s office and Intel both declined to comment.</p><p>The factory would use new technologies to weave together full chips out of tiles.</p><p>Intel and the government have shortlisted possible sites in two Italian regions, the sources said, with one of them adding they are located in the northern regions of Piedmont and Veneto.</p><p>A final decision on where to build the facility is yet to be made, both the sources said. The Lombardy, Apulia and Sicily regions had also been considered initially.</p><p>The total size of Intel&#39;s investment and how Italy plans to fund its share of it is not yet clear.</p><p>Under the so-called Chips Act aimed at funding innovative semiconductor facilities, the European Commission early this year said it had made available 15 billion euros in additional public and private investment by 2030. This is on top of 30 billion euros of public investments already planned from NextGenerationEU, Horizon Europe and national budgets.</p><p>Rome so far has set aside 4.15 billion euros until 2030 to attract chipmakers and invest in new industrial applications of innovative technologies.</p><p>The government is also in talks with French-Italian STMicroelectronics, Taiwan chipmakers MEMC Electronic Materials Inc and TSMC, and Israeli <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor, which Intel bought earlier this year.</p><p>STMicroelectronics last month signed a pact with GlobalFoundries to build a $5.7 billion chip factory in France.</p><p>($1 = 0.9827 euros)</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>Italy, Intel Close to $5 Billion Deal for Chip Factory</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\">\nItaly, Intel Close to $5 Billion Deal for Chip Factory\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\">2022-08-04 21:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Italy is close to clinching a deal initially worth $5 billion with Intel to build an advanced semiconductor packaging and assembly plant in the country, two sources briefed on discussions told Reuters on Thursday.</p><p>Intel&#39;s investment in Italy is part of a wider plan announced by the U.S. chipmaker earlier this year to invest $88 billion in building capacity across Europe, which is striving to cut its reliance on Asian chip imports and ease a supply crunch that has curbed output in the region&#39;s strategic car sector.</p><p>Asking not to be named due to the sensitivity of the matter, the sources said the government of outgoing Prime Minister Mario Draghi was working to have an agreement in place by the end of August, ahead of a snap national election scheduled on Sept. 25.</p><p>Sources have previously told Reuters that Rome is ready to fund as much as 40% of Intel&#39;s total investment in Italy, which is expected to rise over time from the initial $5 billion.</p><p>Draghi&#39;s office and Intel both declined to comment.</p><p>The factory would use new technologies to weave together full chips out of tiles.</p><p>Intel and the government have shortlisted possible sites in two Italian regions, the sources said, with one of them adding they are located in the northern regions of Piedmont and Veneto.</p><p>A final decision on where to build the facility is yet to be made, both the sources said. The Lombardy, Apulia and Sicily regions had also been considered initially.</p><p>The total size of Intel&#39;s investment and how Italy plans to fund its share of it is not yet clear.</p><p>Under the so-called Chips Act aimed at funding innovative semiconductor facilities, the European Commission early this year said it had made available 15 billion euros in additional public and private investment by 2030. This is on top of 30 billion euros of public investments already planned from NextGenerationEU, Horizon Europe and national budgets.</p><p>Rome so far has set aside 4.15 billion euros until 2030 to attract chipmakers and invest in new industrial applications of innovative technologies.</p><p>The government is also in talks with French-Italian STMicroelectronics, Taiwan chipmakers MEMC Electronic Materials Inc and TSMC, and Israeli <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor, which Intel bought earlier this year.</p><p>STMicroelectronics last month signed a pact with GlobalFoundries to build a $5.7 billion chip factory in France.</p><p>($1 = 0.9827 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256747279","content_text":"(Reuters) - Italy is close to clinching a deal initially worth $5 billion with Intel to build an advanced semiconductor packaging and assembly plant in the country, two sources briefed on discussions told Reuters on Thursday.Intel's investment in Italy is part of a wider plan announced by the U.S. chipmaker earlier this year to invest $88 billion in building capacity across Europe, which is striving to cut its reliance on Asian chip imports and ease a supply crunch that has curbed output in the region's strategic car sector.Asking not to be named due to the sensitivity of the matter, the sources said the government of outgoing Prime Minister Mario Draghi was working to have an agreement in place by the end of August, ahead of a snap national election scheduled on Sept. 25.Sources have previously told Reuters that Rome is ready to fund as much as 40% of Intel's total investment in Italy, which is expected to rise over time from the initial $5 billion.Draghi's office and Intel both declined to comment.The factory would use new technologies to weave together full chips out of tiles.Intel and the government have shortlisted possible sites in two Italian regions, the sources said, with one of them adding they are located in the northern regions of Piedmont and Veneto.A final decision on where to build the facility is yet to be made, both the sources said. The Lombardy, Apulia and Sicily regions had also been considered initially.The total size of Intel's investment and how Italy plans to fund its share of it is not yet clear.Under the so-called Chips Act aimed at funding innovative semiconductor facilities, the European Commission early this year said it had made available 15 billion euros in additional public and private investment by 2030. This is on top of 30 billion euros of public investments already planned from NextGenerationEU, Horizon Europe and national budgets.Rome so far has set aside 4.15 billion euros until 2030 to attract chipmakers and invest in new industrial applications of innovative technologies.The government is also in talks with French-Italian STMicroelectronics, Taiwan chipmakers MEMC Electronic Materials Inc and TSMC, and Israeli Tower Semiconductor, which Intel bought earlier this year.STMicroelectronics last month signed a pact with GlobalFoundries to build a $5.7 billion chip factory in France.($1 = 0.9827 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045814467,"gmtCreate":1656595182059,"gmtModify":1676535859638,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Scary... 😅&nbsp;","listText":"Scary... 😅&nbsp;","text":"Scary... 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045814467","repostId":"1198352533","repostType":4,"repost":{"id":"1198352533","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1656592265,"share":"https://ttm.financial/m/news/1198352533?lang=&edition=fundamental","pubTime":"2022-06-30 20:31","market":"fut","language":"en","title":"Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1198352533","media":"Tiger Newspress","summary":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than","content":"<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</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>Fed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed’s Preferred Inflation Measure Rose 4.7% in May, around Multi-Decade Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-30 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.</p><p>Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.</p><p>On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.</p><p>Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.</p><p>In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.</p><p>While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.</p><p>The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.</p><p>Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.</p><p>However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.</p><p>The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198352533","content_text":"Inflation held at stubbornly high levels in May, though the monthly increased was slightly less than expected, according to a gauge closely watched by the Federal Reserve.Core personal consumption expenditures prices rose 4.7% from a year ago, 0.2 percentage points less than the previous month but still around levels last seen in the 1980s. Wall Street had been looking for a reading around 4.8%.On monthly basis, the measure, which excludes volatile food and energy prices, increased 0.3%, slightly less than the 0.4% Dow Jones estimate.Headline inflation, however, shot higher, rising 0.6% for the month, much faster than the 0.2% gain in April. That kept year-over-year inflation at 6.3%, the same as in April and down slightly from March’s 6.6%, which was the highest reading since January 1982.In addition, the report reflected pressures on consumer spending, which accounts for nearly 70% of all economic activity in the U.S.While personal income rose 0.5% in May, ahead of the 0.4% estimate, income after taxes and other charges, or disposable personal income, declined 0.1%. Spending adjusted for inflation fell 0.4%, a sharp drop from the 0.3% gain in April.The personal saving rate edged higher, rising to 5.4%, up 0.2 percentage points from the previous month.Fed officials are watching the data closely as they seek to control runaway inflation. Central bank policymakers generally watch core inflation more closely because they believe monetary policy is less effective at controlling the ups and downs of gas and grocery prices.However, Fed Chairman Jerome Powell has said in recent days that he also is watching headline numbers closely as well as gas prices average about $4.86 a gallon.The consumer price index, which measures a broad range of goods and services and is more closely watched by the public, rose 8.6% in May, its highest level since late 1981.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059791773,"gmtCreate":1654425089792,"gmtModify":1676535446011,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Just be cautious, take 1 step at a time&nbsp;","listText":"Just be cautious, take 1 step at a time&nbsp;","text":"Just be cautious, take 1 step at a time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059791773","repostId":"2240727323","repostType":4,"repost":{"id":"2240727323","kind":"highlight","pubTimestamp":1654389620,"share":"https://ttm.financial/m/news/2240727323?lang=&edition=fundamental","pubTime":"2022-06-05 08:40","market":"us","language":"en","title":"NIO: The Ultimate Bottom Has Occurred","url":"https://stock-news.laohu8.com/highlight/detail?id=2240727323","media":"seekingalpha","summary":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO is scheduled to report its FQ1&#39;22 earnings release on June 9. Investors are waiting for management&#39;s guidance on its outlook, given the massive disruption due to China&#39;s COVID lockdowns.</li><li>NIO&#39;s May 2022 delivery update also shows a marked improvement from April&#39;s numbers. It also highlighted robust order book visibility in May.</li><li>Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.</li><li>We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f81e3209340c18a4b341ffae90707d\" tg-width=\"594\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Drew Angerer/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NIO Inc. (NYSE:NIO) is slated to report its FQ1&#39;22 earnings release on June 9, as investors anticipate the company&#39;s Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2&#39;22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.</p><p>NIO&#39;s May delivery numbers didn&#39;t impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.</p><p>Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.</p><p>Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.</p><p><b>May Deliveries Indicate A Sign Of Bottoming</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c160afc2606abefe6cce0dd207c971b9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO deliveries by month (Company filings)</span></p><p>NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management&#39;s commentary in its upcoming Q1 call.</p><p>The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.</p><p>The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO&#39;s ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2&#39;22 could lift NIO&#39;s order book visibility through FY23 as it refreshes its line-up.</p><p><b>Estimates Suggest A H2&#39;22 Revival Is On Track</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94c1c6b771f41d7e1b0e578cfb2968d0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % consensus estimates (S&amp;P Cap IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2d2852cc5ef33395d3f24107b40dc0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO adjusted EBIT change % consensus estimates (S&amp;P Cap IQ)</span></p><p>The consensus estimates also suggest that NIO&#39;s revenue growth could reach its nadir in FQ1 before recovering remarkably through H2&#39;22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.</p><p>As long as China&#39;s COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa987ea3fef271bda7685e30cb8416a0\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&amp;P Cap IQ)</span></p><p>On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21&#39;s 122.3%. However, investors should expect slower growth through FY23.</p><p>Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.</p><p><b>Price Action Suggests A Double Bottom Bear Trap In May</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9cd34df5e7b31c07693d1f5fae99ce7\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>NIO price chart (TradingView)</span></p><p>Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May&#39;s sell-off. As a result, it has validated a potent downtrend reversal signal.</p><p>As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.</p><p>Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.</p><p><b>Is NIO Stock A Buy, Sell, Or Hold?</b></p><p>Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.</p><p>Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.</p><p>Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.</p><p>Investors who need a higher margin of safety can consider watching for a re-test first (note there&#39;s no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.</p><p>Therefore, <i>we reiterate our Speculative Buy rating on NIO stock</i>.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The Ultimate Bottom Has Occurred</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\">\nNIO: The Ultimate Bottom Has Occurred\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240727323","content_text":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).Drew Angerer/Getty Images NewsInvestment ThesisNIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.May Deliveries Indicate A Sign Of BottomingNIO deliveries by month (Company filings)NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.Estimates Suggest A H2'22 Revival Is On TrackNIO revenue change % consensus estimates (S&P Cap IQ)NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.Price Action Suggests A Double Bottom Bear Trap In MayNIO price chart (TradingView)Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.Is NIO Stock A Buy, Sell, Or Hold?Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.Therefore, we reiterate our Speculative Buy rating on NIO stock.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029017627,"gmtCreate":1652702026569,"gmtModify":1676535144447,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Way to go 😀&nbsp;","listText":"Way to go 😀&nbsp;","text":"Way to go 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029017627","repostId":"1196003034","repostType":4,"repost":{"id":"1196003034","kind":"news","pubTimestamp":1652669507,"share":"https://ttm.financial/m/news/1196003034?lang=&edition=fundamental","pubTime":"2022-05-16 10:51","market":"us","language":"en","title":"Palantir Stock: Should You Buy the Dip?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196003034","media":"TheStreet","summary":"With PLTR at all-time lows, is now a good opportunity to buy the stock?Palantir shares are currently","content":"<html><head></head><body><p>With PLTR at all-time lows, is now a good opportunity to buy the stock?</p><p><b>Palantir</b> shares are currently trading at all-time lows. This is due to the sharp drop of more than 20% after the company reported mixed earnings results and soft guidance for the second quarter (Q2).</p><p>Has an opportunity opened up to buy Palantir stock at a discount?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bdf217c9fadeb6eacfb8966767b0579\" tg-width=\"1240\" tg-height=\"661\" width=\"100%\" height=\"auto\"/><span>Figure 1: Palantir Stock: Should You Buy the Dip?</span></p><p><b>Palantir&#39;s Earnings Bloodbath</b></p><p>On the surface, Palantir&#39;s earnings numbers looked decent. Palantirreportedmixed Q1 results: While it missed its earnings per share estimates by 2 cents, the company reported revenues of $446.36 million — $2.85 million above expectations.</p><p>Revenues grew 31% year over year (YoY), above the annual revenue guidance of 30% growth. Commercial U.S. revenues were the highligh,t growing 136% YoY. Operating margins showed an improvement of 14% compared to last quarter and 33% compared to the same quarter last year.</p><p>The problem was that growth in its government business — Palantir’s most valuable segment — has been slowing down rapidly. Government revenue growth was below the company&#39;s target for the second consecutive quarter, at just 16% in Q1. In Q4, it grew only 26%.</p><p>And there&#39;s nothing worse for a tech growth stock than to report a growth slowdown. The current revenue consensus for 2022 is 28.7%, below Palantir&#39;s annual growth guidance. The full-year 2022 margin guidance remains at 27%. However, little clarity has been given on how the company intends to achieve these numbers, as it has already started Q1 reporting 7% below.</p><p>From the market&#39;s view, the outlook for Q2 was also disastrous. Palantir&#39;s management is expecting revenues of $470 million, which is only a 25% increase compared to Q2 last year. Investors are also disappointed by expected operating margins of 20%, indicating further declines from Q1, when margins were 26% — 3% lower than in Q4.</p><p><b>Under Bear Attack</b></p><p>The current tone on Wall Street regarding Palantir is not the most optimistic. Right after earnings, Citi analyst Tyler Radke decreased his price target on Palantir from $10 to $7 while maintaining his sell recommendation.</p><p>According to Radke, Palantir&#39;s underlying growth continued to weaken in the first quarter along with the lower beat on quarterly revenue estimates. Weak guidance below Wall Street estimates complete the bearish picture.</p><p>Further, the analyst said that growth metrics when adjusted for SPAC revenue are still worse, with minimal growth in commercial agreements alongside incremental declines in total commercial business revenues.</p><p>Another bear, Deutsche Bank analyst Brad Zelnick, also lowered his price target on Palantir from $15 to $11. The analyst is a critic of the company&#39;s lack of transparency to which the stock&#39;s compensation flatters profitability and limits the confidence in Palantir&#39;s long-term business.</p><p>However, Zelnick acknowledges that there is room for Palantir to grow in the near term, but he remains skeptical about how sustainable that growth can be.</p><p><b>The Bottom Line</b></p><p>Palantir is a classic case of a long-term growth stock that has been hit hard by the current macroeconomic downturn. With the market in fear of a recession, growth stocks like Palantir that are still struggling to prove sustainable long-term growth profitability are naturally avoided by investors.</p><p>However, the stock still cannot be considered cheap based on its current valuation, even though it has dropped significantly in recent months. Palantir trades at a P/E ratio of 62 times, which implies a difference of 255% to the broader IT sector.</p><p>This high ratio is rightly attributed to the company&#39;s minimum annual growth target of 30% by 2025. And as the company proves unable to follow this trend, the negative market reaction should continue.</p><p>The positive long-term outlook for Palantir is the growth of its commercial customers, equivalent to 86% YoY growth. However, it will take some time for revenue growth through new customers to be reflected. This might have important potential for an upside in the long run. But it is difficult to be more confident about what can actually be expected further down the road.</p><p>Finally, the company&#39;s management reported that there is a large potential update in Palantir&#39;s guidance due to its role in responding to developing geopolitical events, such as the supply of military software in conflict developments from the Ukraine war. According to Palantir&#39;s CEO Alexander Karp, the company has spent nearly two decades preparing for the current moment.</p><p>Therefore, I believe it makes sense only to invest in Palantir at the current share price for the long term. Palantir’s software technology is great, but there are many doubts regarding Palantir’s ability to maintain its government and commercial business growth rate based on its current valuation.</p><p>There&#39;s no middle ground. Either Palantir shareholders who have patience will witness strong growth in the long run, or else the stock will plummet further until it reaches a valuation more in line with the sector.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Should You Buy the Dip?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Should You Buy the Dip?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/palantir-stock-should-you-buy-the-dip><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With PLTR at all-time lows, is now a good opportunity to buy the stock?Palantir shares are currently trading at all-time lows. This is due to the sharp drop of more than 20% after the company reported...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/palantir-stock-should-you-buy-the-dip\">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://www.thestreet.com/memestocks/reddit-trends/palantir-stock-should-you-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196003034","content_text":"With PLTR at all-time lows, is now a good opportunity to buy the stock?Palantir shares are currently trading at all-time lows. This is due to the sharp drop of more than 20% after the company reported mixed earnings results and soft guidance for the second quarter (Q2).Has an opportunity opened up to buy Palantir stock at a discount?Figure 1: Palantir Stock: Should You Buy the Dip?Palantir's Earnings BloodbathOn the surface, Palantir's earnings numbers looked decent. Palantirreportedmixed Q1 results: While it missed its earnings per share estimates by 2 cents, the company reported revenues of $446.36 million — $2.85 million above expectations.Revenues grew 31% year over year (YoY), above the annual revenue guidance of 30% growth. Commercial U.S. revenues were the highligh,t growing 136% YoY. Operating margins showed an improvement of 14% compared to last quarter and 33% compared to the same quarter last year.The problem was that growth in its government business — Palantir’s most valuable segment — has been slowing down rapidly. Government revenue growth was below the company's target for the second consecutive quarter, at just 16% in Q1. In Q4, it grew only 26%.And there's nothing worse for a tech growth stock than to report a growth slowdown. The current revenue consensus for 2022 is 28.7%, below Palantir's annual growth guidance. The full-year 2022 margin guidance remains at 27%. However, little clarity has been given on how the company intends to achieve these numbers, as it has already started Q1 reporting 7% below.From the market's view, the outlook for Q2 was also disastrous. Palantir's management is expecting revenues of $470 million, which is only a 25% increase compared to Q2 last year. Investors are also disappointed by expected operating margins of 20%, indicating further declines from Q1, when margins were 26% — 3% lower than in Q4.Under Bear AttackThe current tone on Wall Street regarding Palantir is not the most optimistic. Right after earnings, Citi analyst Tyler Radke decreased his price target on Palantir from $10 to $7 while maintaining his sell recommendation.According to Radke, Palantir's underlying growth continued to weaken in the first quarter along with the lower beat on quarterly revenue estimates. Weak guidance below Wall Street estimates complete the bearish picture.Further, the analyst said that growth metrics when adjusted for SPAC revenue are still worse, with minimal growth in commercial agreements alongside incremental declines in total commercial business revenues.Another bear, Deutsche Bank analyst Brad Zelnick, also lowered his price target on Palantir from $15 to $11. The analyst is a critic of the company's lack of transparency to which the stock's compensation flatters profitability and limits the confidence in Palantir's long-term business.However, Zelnick acknowledges that there is room for Palantir to grow in the near term, but he remains skeptical about how sustainable that growth can be.The Bottom LinePalantir is a classic case of a long-term growth stock that has been hit hard by the current macroeconomic downturn. With the market in fear of a recession, growth stocks like Palantir that are still struggling to prove sustainable long-term growth profitability are naturally avoided by investors.However, the stock still cannot be considered cheap based on its current valuation, even though it has dropped significantly in recent months. Palantir trades at a P/E ratio of 62 times, which implies a difference of 255% to the broader IT sector.This high ratio is rightly attributed to the company's minimum annual growth target of 30% by 2025. And as the company proves unable to follow this trend, the negative market reaction should continue.The positive long-term outlook for Palantir is the growth of its commercial customers, equivalent to 86% YoY growth. However, it will take some time for revenue growth through new customers to be reflected. This might have important potential for an upside in the long run. But it is difficult to be more confident about what can actually be expected further down the road.Finally, the company's management reported that there is a large potential update in Palantir's guidance due to its role in responding to developing geopolitical events, such as the supply of military software in conflict developments from the Ukraine war. According to Palantir's CEO Alexander Karp, the company has spent nearly two decades preparing for the current moment.Therefore, I believe it makes sense only to invest in Palantir at the current share price for the long term. Palantir’s software technology is great, but there are many doubts regarding Palantir’s ability to maintain its government and commercial business growth rate based on its current valuation.There's no middle ground. Either Palantir shareholders who have patience will witness strong growth in the long run, or else the stock will plummet further until it reaches a valuation more in line with the sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980103146,"gmtCreate":1665667686486,"gmtModify":1676537645721,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"‌<a href=\"\">[流泪]&nbsp;</a>‌","listText":"‌<a href=\"\">[流泪]&nbsp;</a>‌","text":"‌[流泪] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980103146","repostId":"1101626427","repostType":4,"repost":{"id":"1101626427","kind":"news","pubTimestamp":1665674803,"share":"https://ttm.financial/m/news/1101626427?lang=&edition=fundamental","pubTime":"2022-10-13 23:26","market":"us","language":"en","title":"US Sept CPI Fortifies Hawkish Case in Fed Inflation Battle","url":"https://stock-news.laohu8.com/highlight/detail?id=1101626427","media":"Reuters","summary":"U.S consumer prices increased more than expected in September and underlying inflation pressures con","content":"<html><head></head><body><p>U.S consumer prices increased more than expected in September and underlying inflation pressures continued to build up, reinforcing expectations that the Federal Reserve will deliver a fourth 75-basis points interest rate hike next month.</p><p>The consumer price index rose 0.4% last month after gaining 0.1% in August, the Labor Department said on Thursday. Economists polled by Reuters had forecast the CPI climbing 0.2%.</p><p>In the 12 months through September, the CPI increased 8.2% after rising 8.3% in August. The annual CPI peaked at 9.1% in June, which was the biggest advance since November 1981.</p><p>MARKET REACTION:</p><p>STOCKS: S&amp;P 500 futures turned sharply lower, and were down 2.0%</p><p>BONDS: The yield on 10-year Treasury notes rose to a 14-year high and was up 12.4 basis points at 4.026%; The two-year U.S. Treasury yield, surged to a 15-year high and was up 18.3 basis points at 4.470%.</p><p>FOREX: The dollar index turned 0.44% higher</p><p>COMMENTS:</p><p>KEN POLCARI, MANAGING PARTNER, KACE CAPITAL ADVISORS, BOCA RATON, FLORIDA</p><p>“Not good, hello – market collapsing. I’m not surprised – why is anyone surprised? It is not responding, it is clear the Fed put us in this position they should’ve been more aggressive months ago but they weren’t and now they are going to be forced out probably in December to probably go another 75 basis points. Because the November CPI and PPI, now that oil is up 22% this month, next month that is going to be reflected in that number so CPI, PPI is going to rear its ugly head even higher next month.”</p><p>“They are too late to the game and it is not working because inflation is becoming entrenched so I don’t think it is working right now.&#34;</p><p>ARTHUR LAFFER JR., PRESIDENT, LAFFER TENGLER INVESTMENTS, NASHVILLE, TENNESSEE</p><p>&#34;Those are high numbers. The Fed&#39;s definitely raising by 75 bps next month and I would not be surprised if it&#39;s 50 bps or 75 bps again in December.&#34;</p><p>&#34;Basically this quarter is the start of a recession even though it may not show up in numbers until the first quarter. All you have to do is look at housing stocks to know it&#39;s coming. With a 3.5% unemployment rate, there&#39;s no way the Fed is going to stop raising rates until after the end of the year.&#34;</p><p>&#34;Anybody who says (Fed could) pivot is wishful thinking right now. The Fed has got to get a handle on inflation right now. Soft landing is also becoming wishful thinking the more they raise rates. We&#39;re going to have a really soft, maybe even negative fourth quarter.&#34;</p><p>&#34;A lot of what central bankers worry about is legacy, for better or for worse. No one wants to be Arthur Burns and everyone wants to be Paul Volker and J. Powell probably has the same feeling that he would much rather suffer through a year or two of pain by slowing the economy and getting inflation under control than not. I think he&#39;s going to err on the side of overraising rates and slowing the economy more than he probably would otherwise do because he doesn&#39;t want a rerun of 1970s inflation. They are worried about liquidity but look what it&#39;s cost the yen because of the BoJ and when the BoE intervened.&#34;</p><p>BRIAN JACOBSEN, SENIOR INVESTMENT STRATEGIST, ALLSPRING GLOBAL INVESTMENTS, MENOMONEE FALLS, WISCONSIN</p><p>“That inflation report certainly sucked the enthusiasm out of the room. We expected deflation in durables and nondurables, which we got. It’s mostly shelter that is pushing inflation higher and that’s a horribly lagging indicator based on how it’s calculated by the BLS. Perhaps instead of talking about core inflation the Fed will talk about “super core” where it excludes food, energy, and shelter.”</p><p>ROBERT PAVLIK, SENIOR PORTFOLIO MANAGER, DAKOTA WEALTH, FAIRFIELD, CONNECTICUT</p><p>&#34;Data came in hotter than expected and that&#39;s a bit of a disappointment for the overall market. It&#39;s saying that inflation is still not under control. The Federal Reserve will most likely continue with their pace of rate increases. There is no pivot in the near-term future which the market had been hoping for.&#34;</p><p>RYAN DETRICK, CHIEF MARKET STRATEGIST, CARSON GROUP, OMAHA</p><p>“This is a yet another disappointing sign that inflation continues to stay stubbornly high. Thus opening the door for the Fed to continue its extreme hawkish stance. This follows on the heels of the producer level inflation that we saw just yesterday, that came in hotter than expected, showing the overall inflation backdrop continues to disappoint to the upside.”</p><p>“The hopes for a pivot are on pause. There are still two more CPI prints before the December meeting with the Fed, but for now, the pivot is on pause. We have to continue to wait to see inflation start to come back down faster, which unfortunately, the data is not showing right now.”</p><p>“The data is confirming that the overall backdrop of prices is staying higher across the board, which is a disappointment and suggests the Fed will have plenty of runway to remain hawkish. And the market doesn&#39;t like that.”</p><p>“October historically is quite volatile, leading up to that reputation. Now we turn our focus to earnings season - how strong is corporate America and the consumer. Inflation is a clear worry, but now the next worry is what does the economy look like? And what all corporate America has to say about these continued higher prices and how much it&#39;s impacting potential consumption. That&#39;s why this earnings season will be very important to get those clues.”</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>US Sept CPI Fortifies Hawkish Case in Fed Inflation Battle</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\">\nUS Sept CPI Fortifies Hawkish Case in Fed Inflation Battle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/instant-view-us-sept-cpi-130946797.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S consumer prices increased more than expected in September and underlying inflation pressures continued to build up, reinforcing expectations that the Federal Reserve will deliver a fourth 75-basis...</p>\n\n<a href=\"https://finance.yahoo.com/news/instant-view-us-sept-cpi-130946797.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/instant-view-us-sept-cpi-130946797.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101626427","content_text":"U.S consumer prices increased more than expected in September and underlying inflation pressures continued to build up, reinforcing expectations that the Federal Reserve will deliver a fourth 75-basis points interest rate hike next month.The consumer price index rose 0.4% last month after gaining 0.1% in August, the Labor Department said on Thursday. Economists polled by Reuters had forecast the CPI climbing 0.2%.In the 12 months through September, the CPI increased 8.2% after rising 8.3% in August. The annual CPI peaked at 9.1% in June, which was the biggest advance since November 1981.MARKET REACTION:STOCKS: S&P 500 futures turned sharply lower, and were down 2.0%BONDS: The yield on 10-year Treasury notes rose to a 14-year high and was up 12.4 basis points at 4.026%; The two-year U.S. Treasury yield, surged to a 15-year high and was up 18.3 basis points at 4.470%.FOREX: The dollar index turned 0.44% higherCOMMENTS:KEN POLCARI, MANAGING PARTNER, KACE CAPITAL ADVISORS, BOCA RATON, FLORIDA“Not good, hello – market collapsing. I’m not surprised – why is anyone surprised? It is not responding, it is clear the Fed put us in this position they should’ve been more aggressive months ago but they weren’t and now they are going to be forced out probably in December to probably go another 75 basis points. Because the November CPI and PPI, now that oil is up 22% this month, next month that is going to be reflected in that number so CPI, PPI is going to rear its ugly head even higher next month.”“They are too late to the game and it is not working because inflation is becoming entrenched so I don’t think it is working right now.\"ARTHUR LAFFER JR., PRESIDENT, LAFFER TENGLER INVESTMENTS, NASHVILLE, TENNESSEE\"Those are high numbers. The Fed's definitely raising by 75 bps next month and I would not be surprised if it's 50 bps or 75 bps again in December.\"\"Basically this quarter is the start of a recession even though it may not show up in numbers until the first quarter. All you have to do is look at housing stocks to know it's coming. With a 3.5% unemployment rate, there's no way the Fed is going to stop raising rates until after the end of the year.\"\"Anybody who says (Fed could) pivot is wishful thinking right now. The Fed has got to get a handle on inflation right now. Soft landing is also becoming wishful thinking the more they raise rates. We're going to have a really soft, maybe even negative fourth quarter.\"\"A lot of what central bankers worry about is legacy, for better or for worse. No one wants to be Arthur Burns and everyone wants to be Paul Volker and J. Powell probably has the same feeling that he would much rather suffer through a year or two of pain by slowing the economy and getting inflation under control than not. I think he's going to err on the side of overraising rates and slowing the economy more than he probably would otherwise do because he doesn't want a rerun of 1970s inflation. They are worried about liquidity but look what it's cost the yen because of the BoJ and when the BoE intervened.\"BRIAN JACOBSEN, SENIOR INVESTMENT STRATEGIST, ALLSPRING GLOBAL INVESTMENTS, MENOMONEE FALLS, WISCONSIN“That inflation report certainly sucked the enthusiasm out of the room. We expected deflation in durables and nondurables, which we got. It’s mostly shelter that is pushing inflation higher and that’s a horribly lagging indicator based on how it’s calculated by the BLS. Perhaps instead of talking about core inflation the Fed will talk about “super core” where it excludes food, energy, and shelter.”ROBERT PAVLIK, SENIOR PORTFOLIO MANAGER, DAKOTA WEALTH, FAIRFIELD, CONNECTICUT\"Data came in hotter than expected and that's a bit of a disappointment for the overall market. It's saying that inflation is still not under control. The Federal Reserve will most likely continue with their pace of rate increases. There is no pivot in the near-term future which the market had been hoping for.\"RYAN DETRICK, CHIEF MARKET STRATEGIST, CARSON GROUP, OMAHA“This is a yet another disappointing sign that inflation continues to stay stubbornly high. Thus opening the door for the Fed to continue its extreme hawkish stance. This follows on the heels of the producer level inflation that we saw just yesterday, that came in hotter than expected, showing the overall inflation backdrop continues to disappoint to the upside.”“The hopes for a pivot are on pause. There are still two more CPI prints before the December meeting with the Fed, but for now, the pivot is on pause. We have to continue to wait to see inflation start to come back down faster, which unfortunately, the data is not showing right now.”“The data is confirming that the overall backdrop of prices is staying higher across the board, which is a disappointment and suggests the Fed will have plenty of runway to remain hawkish. And the market doesn't like that.”“October historically is quite volatile, leading up to that reputation. Now we turn our focus to earnings season - how strong is corporate America and the consumer. Inflation is a clear worry, but now the next worry is what does the economy look like? And what all corporate America has to say about these continued higher prices and how much it's impacting potential consumption. That's why this earnings season will be very important to get those clues.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904238464,"gmtCreate":1660051471161,"gmtModify":1703477337671,"author":{"id":"3574936639222161","authorId":"3574936639222161","name":"Quicklearner","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574936639222161","authorIdStr":"3574936639222161"},"themes":[],"htmlText":"Good stock to buy?","listText":"Good stock to buy?","text":"Good stock to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904238464","repostId":"1150560750","repostType":2,"repost":{"id":"1150560750","kind":"news","pubTimestamp":1660050152,"share":"https://ttm.financial/m/news/1150560750?lang=&edition=fundamental","pubTime":"2022-08-09 21:02","market":"us","language":"en","title":"Palantir Q2 Earnings: Devastated By Weak Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1150560750","media":"Seeking Alpha","summary":"SummaryPalantir reported its second quarter earnings, and the market didn't like the revenue guidanc","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir reported its second quarter earnings, and the market didn&#39;t like the revenue guidance.</li><li>PLTR stock plunged by double digits following weaker-than-expected guidance numbers.</li><li>Not everything was bad. There are also some positives investors should keep in mind, such as margin improvement, less dilution, etc.</li></ul><p><b>Article Thesis</b></p><p>Palantir Technologies Inc. (NYSE:PLTR) has seen its shares drop by double-digits following its quarterly earnings release. The company lowered its revenue guidance for the current year, which was the main issue the market identified for this growth stock.</p><p>That being said, not everything was awful in the report, which is why we&#39;ll highlight the pros and cons in this article.</p><p><b>Palantir Q2 Earnings - The Headline Numbers</b></p><p>The headline numbers of Palantir&#39;s second quarter earnings report can be seen in the following screenshot:</p><p><img src=\"https://static.tigerbbs.com/ff1e91e9282104d409882584b15a09ca\" tg-width=\"603\" tg-height=\"124\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>At first sight, that doesn&#39;t look too bad. Sure, profitability was slightly worse than expected, but the analyst community didn&#39;t really anticipate meaningful profits anyway. Revenues actually came in slightly above expectations, with year-over-year growth of 26%, which is weaker than what PLTR has delivered in the past, but which is still a pretty solid growth rate.</p><p>That being said, the market chose to focus on Palantir&#39;s revenue guidance for the current year, which was weaker than expected - the company now sees revenue coming in at $1.9 billion in 2022, which is comparable to the Q2 run rate. Analysts had forecasted revenue to come in at $1.98 billion this year, so this basically was a 4% miss versus the consensus estimate when it comes to Palantir&#39;s revenue guidance for the current year. One can argue whether that justifies a massive selloff, but the market seems to think so - the stock is trading down 14% at the time of writing. One should note, however, that Palantir had recovered steeply in recent months, and even factoring in this double-digit drop, Palantir trades 50% above its 52-week low.</p><p><b>Delving Into PLTR&#39;s Data: The Good And The Bad</b></p><p>When we look beyond the headline numbers, there were good things and bad things in the report.</p><p>First, commercial revenue continued to grow at a hefty pace. During the second quarter, commercial revenue was up 46% year over year, thereby being responsible for the vast majority of the company&#39;s overall revenue growth. This trend has been in place for some time, as Palantir&#39;s commercial business has been overtaking its government business growth-wise in recent quarters. This has several advantages. First, the commercial opportunity is larger than the government opportunity, as the market is just so much bigger. Second, Palantir will, as its commercial business grows, become less dependent on government contracts. Politics, government budgeting, and other issues will be less impactful as time goes by, as Palantir will generate a rising portion of its overall business with commercial customers. Government contracts also usually have long lead times, whereas commercial contracts can be done quicker as processes aren&#39;t as lengthy, which could make Palantir&#39;s business growth more agile over time.</p><p>In the commercial space, especially US-based companies have become a huge avenue for growth, as Palantir&#39;s US commercial revenue rose by a hefty 120% year over year. Forex rates play a role in the fact that US commercial revenue is growing faster than international commercial revenue, as a strengthening US Dollar means that contracts in Euro, Pound Sterling, Yen, etc. are worth less once translated into USD. But even when we account for that, US commercial revenue growth outperforms commercial (and non-commercial) revenue growth in other regions. This possibly is the result of Palantir&#39;s investments in its US sales team in recent quarters. The fact that the US economy is more tech-focused overall, compared to the European economy, for example, likely also plays a role.</p><p>When a car company closes a deal to sell a car, it can recognize all of that revenue immediately. That&#39;s not the case for Palantir, as its contracts are oftentimes lengthy. When the company closes a deal with a government or commercial customer, it can&#39;t recognize all of that deal value immediately. Revenues thus only tell one part of the story. When we want to look at the underlying business growth rate, it makes sense to also look at Palantir&#39;s total contract value that was closed during a specific period. In the second quarter, Palantir closed $792 million worth of contracts. That&#39;s not only easily ahead of the GAAP revenue that was recorded during the period by more than 50%, but the contract volume that was closed during Q2 points to a $3+ billion annual run rate. Even if there is no growth in the value of contracts that Palantir closes in future quarters, an eventual revenue run rate of more than $3 billion would be made possible based on the current pace of dealmaking.</p><p>So when Palantir is closing large amounts of high-value deals, why is its revenue guidance for the current year so meager, at least relative to expectations? Palantir&#39;s management argues that this is partially the case of forex headwinds for its non-US business, as shown above, but the timing of government contracts also plays a role, according to Palantir&#39;s executives. Government contracts can be lumpy, as in payments are not made equal over all periods. This can result in above-trend revenue recognition during some periods, and in below-trend revenue recognition during other periods. According to management, this will be a headwind this year. If that holds true, then 2023 might see an above-average revenue growth rate for the government business, as timing leads to revenue being shifted from 2022 to 2023. It&#39;s worth keeping an eye on that over the next couple of quarters to see how this evolves and whether there will indeed be a better 2023 for the government business.</p><p>Still, revenue guidance below expectations naturally isn&#39;t positive at all, especially for a growth stock. And Palantir most certainly still is a growth stock, as it does not offer any value stock or income stock characteristics. That being said, even at the $1.9 billion guidance for the current year, Palantir would still generate revenue growth of 23% this year. Considering the headwinds from forex movements and the timing of government revenue recognition, that&#39;s not too bad, although higher growth would be better, of course.</p><p>Looking at Palantir&#39;s profitability, we see that the company continues to generate losses on a GAAP basis. That&#39;s not really surprising, though. Looking at how margins have evolved over time, we see that clear improvements have been made. The company is now running with a GAAP operating margin of -9%, which is far from great, but which is more than 3000 base points better than one year ago. If Palantir were to repeat the margin improvement at the same level next year, its operating margin would be north of 20%. There are stocks that generate steadily growing revenues and steadily growing losses. That points to a deeply unprofitable, unworkable business model, I believe. Palantir does not belong to that group. Its revenue is growing, and even though it&#39;s still generating losses, its margins are clearly improving as well. Operating leverage seems to work just fine, and current trends indicate that Palantir should be able to start earning money on a GAAP basis in the not-too-distant future as long as its revenue continues to grow, which will allow for further tailwinds from operating leverage.</p><p>On an adjusted/non-GAAP basis, Palantir is profitable already. But since share-based compensation is backed out here, despite SBC coming at a real cost to shareholders due to the dilutive impact of share issuance, I believe that adjusted earnings aren&#39;t telling the whole story. That being said, dilution has become less of a problem over time. During the second quarter, Palantir&#39;s weighted average diluted shares outstanding have risen by 18 million, relative to Q1. With 18 million shares being added to Palantir&#39;s share count in one quarter, we get to ~70 million per year at the current issuance pace. That&#39;s equal to around 3.5% of the company&#39;s share count. There still is dilution, but at a way more benign level compared to the past. Over the last two years, the share count has climbed by around 30%. Relative to that, a 3.5% annual dilution pace is pretty small. We can thus say that shareholders still experience dilution, but at a massively reduced pace - dilution is a low-single-digit headwind right now, which is way better than what we have seen in the past.</p><p><b>Valuation And Final Thoughts</b></p><p>Palantir was a formerly high-flying growth stock. It still is a growth stock, but today it is trading at a much more reasonable level, as the hype around the company has waned.</p><p>Today, Palantir trades for ~10.5x forward sales. That&#39;s not a low valuation in the traditional sense at all. But when we look at the valuations of other tech companies, it doesn&#39;t seem outrageously high, either. Microsoft (MSFT), one of the largest software companies in the world, is trading at 9.5x forward sales right now. Microsoft, of course, is a higher-quality company than Palantir, with higher margins, stronger cash flows, less dilution, etc. But Microsoft is also growing at a slower pace, and its growth potential in relative terms over the coming years is smaller, I believe. And yet, both trade at relatively comparable valuations.</p><p>Palantir thus doesn&#39;t seem ultra-expensive to me. Success is not guaranteed, of course. But Palantir generates compelling growth, especially in the commercial space, margins are improving, dilution has become less impactful, and there is massive potential for Palantir&#39;s technology over the coming years and decades. Palantir surely isn&#39;t a low-risk pick, but I do believe that the current price could be more than justified in the long run - at least if execution is solid.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Q2 Earnings: Devastated By Weak Guidance</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 Q2 Earnings: Devastated By Weak Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-09 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4531441-palantir-q2-earnings-devastated-weak-guidance><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir reported its second quarter earnings, and the market didn't like the revenue guidance.PLTR stock plunged by double digits following weaker-than-expected guidance numbers.Not everything...</p>\n\n<a href=\"https://seekingalpha.com/article/4531441-palantir-q2-earnings-devastated-weak-guidance\">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/4531441-palantir-q2-earnings-devastated-weak-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150560750","content_text":"SummaryPalantir reported its second quarter earnings, and the market didn't like the revenue guidance.PLTR stock plunged by double digits following weaker-than-expected guidance numbers.Not everything was bad. There are also some positives investors should keep in mind, such as margin improvement, less dilution, etc.Article ThesisPalantir Technologies Inc. (NYSE:PLTR) has seen its shares drop by double-digits following its quarterly earnings release. The company lowered its revenue guidance for the current year, which was the main issue the market identified for this growth stock.That being said, not everything was awful in the report, which is why we'll highlight the pros and cons in this article.Palantir Q2 Earnings - The Headline NumbersThe headline numbers of Palantir's second quarter earnings report can be seen in the following screenshot:Seeking AlphaAt first sight, that doesn't look too bad. Sure, profitability was slightly worse than expected, but the analyst community didn't really anticipate meaningful profits anyway. Revenues actually came in slightly above expectations, with year-over-year growth of 26%, which is weaker than what PLTR has delivered in the past, but which is still a pretty solid growth rate.That being said, the market chose to focus on Palantir's revenue guidance for the current year, which was weaker than expected - the company now sees revenue coming in at $1.9 billion in 2022, which is comparable to the Q2 run rate. Analysts had forecasted revenue to come in at $1.98 billion this year, so this basically was a 4% miss versus the consensus estimate when it comes to Palantir's revenue guidance for the current year. One can argue whether that justifies a massive selloff, but the market seems to think so - the stock is trading down 14% at the time of writing. One should note, however, that Palantir had recovered steeply in recent months, and even factoring in this double-digit drop, Palantir trades 50% above its 52-week low.Delving Into PLTR's Data: The Good And The BadWhen we look beyond the headline numbers, there were good things and bad things in the report.First, commercial revenue continued to grow at a hefty pace. During the second quarter, commercial revenue was up 46% year over year, thereby being responsible for the vast majority of the company's overall revenue growth. This trend has been in place for some time, as Palantir's commercial business has been overtaking its government business growth-wise in recent quarters. This has several advantages. First, the commercial opportunity is larger than the government opportunity, as the market is just so much bigger. Second, Palantir will, as its commercial business grows, become less dependent on government contracts. Politics, government budgeting, and other issues will be less impactful as time goes by, as Palantir will generate a rising portion of its overall business with commercial customers. Government contracts also usually have long lead times, whereas commercial contracts can be done quicker as processes aren't as lengthy, which could make Palantir's business growth more agile over time.In the commercial space, especially US-based companies have become a huge avenue for growth, as Palantir's US commercial revenue rose by a hefty 120% year over year. Forex rates play a role in the fact that US commercial revenue is growing faster than international commercial revenue, as a strengthening US Dollar means that contracts in Euro, Pound Sterling, Yen, etc. are worth less once translated into USD. But even when we account for that, US commercial revenue growth outperforms commercial (and non-commercial) revenue growth in other regions. This possibly is the result of Palantir's investments in its US sales team in recent quarters. The fact that the US economy is more tech-focused overall, compared to the European economy, for example, likely also plays a role.When a car company closes a deal to sell a car, it can recognize all of that revenue immediately. That's not the case for Palantir, as its contracts are oftentimes lengthy. When the company closes a deal with a government or commercial customer, it can't recognize all of that deal value immediately. Revenues thus only tell one part of the story. When we want to look at the underlying business growth rate, it makes sense to also look at Palantir's total contract value that was closed during a specific period. In the second quarter, Palantir closed $792 million worth of contracts. That's not only easily ahead of the GAAP revenue that was recorded during the period by more than 50%, but the contract volume that was closed during Q2 points to a $3+ billion annual run rate. Even if there is no growth in the value of contracts that Palantir closes in future quarters, an eventual revenue run rate of more than $3 billion would be made possible based on the current pace of dealmaking.So when Palantir is closing large amounts of high-value deals, why is its revenue guidance for the current year so meager, at least relative to expectations? Palantir's management argues that this is partially the case of forex headwinds for its non-US business, as shown above, but the timing of government contracts also plays a role, according to Palantir's executives. Government contracts can be lumpy, as in payments are not made equal over all periods. This can result in above-trend revenue recognition during some periods, and in below-trend revenue recognition during other periods. According to management, this will be a headwind this year. If that holds true, then 2023 might see an above-average revenue growth rate for the government business, as timing leads to revenue being shifted from 2022 to 2023. It's worth keeping an eye on that over the next couple of quarters to see how this evolves and whether there will indeed be a better 2023 for the government business.Still, revenue guidance below expectations naturally isn't positive at all, especially for a growth stock. And Palantir most certainly still is a growth stock, as it does not offer any value stock or income stock characteristics. That being said, even at the $1.9 billion guidance for the current year, Palantir would still generate revenue growth of 23% this year. Considering the headwinds from forex movements and the timing of government revenue recognition, that's not too bad, although higher growth would be better, of course.Looking at Palantir's profitability, we see that the company continues to generate losses on a GAAP basis. That's not really surprising, though. Looking at how margins have evolved over time, we see that clear improvements have been made. The company is now running with a GAAP operating margin of -9%, which is far from great, but which is more than 3000 base points better than one year ago. If Palantir were to repeat the margin improvement at the same level next year, its operating margin would be north of 20%. There are stocks that generate steadily growing revenues and steadily growing losses. That points to a deeply unprofitable, unworkable business model, I believe. Palantir does not belong to that group. Its revenue is growing, and even though it's still generating losses, its margins are clearly improving as well. Operating leverage seems to work just fine, and current trends indicate that Palantir should be able to start earning money on a GAAP basis in the not-too-distant future as long as its revenue continues to grow, which will allow for further tailwinds from operating leverage.On an adjusted/non-GAAP basis, Palantir is profitable already. But since share-based compensation is backed out here, despite SBC coming at a real cost to shareholders due to the dilutive impact of share issuance, I believe that adjusted earnings aren't telling the whole story. That being said, dilution has become less of a problem over time. During the second quarter, Palantir's weighted average diluted shares outstanding have risen by 18 million, relative to Q1. With 18 million shares being added to Palantir's share count in one quarter, we get to ~70 million per year at the current issuance pace. That's equal to around 3.5% of the company's share count. There still is dilution, but at a way more benign level compared to the past. Over the last two years, the share count has climbed by around 30%. Relative to that, a 3.5% annual dilution pace is pretty small. We can thus say that shareholders still experience dilution, but at a massively reduced pace - dilution is a low-single-digit headwind right now, which is way better than what we have seen in the past.Valuation And Final ThoughtsPalantir was a formerly high-flying growth stock. It still is a growth stock, but today it is trading at a much more reasonable level, as the hype around the company has waned.Today, Palantir trades for ~10.5x forward sales. That's not a low valuation in the traditional sense at all. But when we look at the valuations of other tech companies, it doesn't seem outrageously high, either. Microsoft (MSFT), one of the largest software companies in the world, is trading at 9.5x forward sales right now. Microsoft, of course, is a higher-quality company than Palantir, with higher margins, stronger cash flows, less dilution, etc. But Microsoft is also growing at a slower pace, and its growth potential in relative terms over the coming years is smaller, I believe. And yet, both trade at relatively comparable valuations.Palantir thus doesn't seem ultra-expensive to me. Success is not guaranteed, of course. But Palantir generates compelling growth, especially in the commercial space, margins are improving, dilution has become less impactful, and there is massive potential for Palantir's technology over the coming years and decades. Palantir surely isn't a low-risk pick, but I do believe that the current price could be more than justified in the long run - at least if execution is solid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}