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2022-02-15

[Miser]

After-Hours Stock Movers: Tower Semiconductor, Amkor, Arista,Larimar,Monster Beverage and More

2022-02-14

[Cry]

Russia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week

2022-02-12

[Miser]

The Smartest Stocks to Buy With $1,000 as the Market Corrects Lower

2022-02-11

[Miser]

Could Meta Platforms Stock Double Over the Next 12 Months?

2022-02-09

[Miser]

7 Best Renewable Energy Stocks to Buy in Q1

2022-02-08

[Anger] [Anger] [Anger]

Netflix vs. Facebook: Which is the better stock after those shocking earnings?

2022-02-07

[Miser] [Miser] [Miser]

Tesla Is Said to Be Developing App Store to Rival Apple and Android

2022-02-05

[Surprised] [Surprised]

Palantir: Red Flag Or Opportunity?

2022-02-05

[Miser] [Miser] [Miser]

Palantir: Red Flag Or Opportunity?

2022-02-03

[Miser] [Miser] [Miser]

After-Hours Stock Movers: T-Mobile US, Humana Higher; Meta Platforms, Spotify Lower

2022-02-02

[Miser] [Miser] [Miser]

Crypto Crash: 1 Top Cryptocurrency to Buy in a Heartbeat

2022-02-02

[Miser] [Miser]

AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views

2022-02-01

[Miser]

Sorry, the original content has been removed

2022-01-31

[Miser] [Miser] [Miser] [Miser]

Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities

2022-01-28

[Miser] [Miser]

7 Stocks To Watch For January 28, 2022

2022-01-27

[Miser] [Miser]

Tesla Puts Off New Models To Focus on Boosting Output

2022-01-26

[Miser] [Miser] [Miser]

Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting

2022-01-25

[Cry]

1 Growth Stock Down 70% to Buy Hand Over Fist in 2022

2022-01-24

[Miser] [Miser]

Is Palantir Stock A Buy Or Sell At Its Current Valuation?

2022-01-23

[Miser]

Is Palantir Stock Built on Hype?

Go to Tiger App to see more news

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07:24","market":"us","language":"en","title":"After-Hours Stock Movers: Tower Semiconductor, Amkor, Arista,Larimar,Monster Beverage and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2211950054","media":"StreetInsider","summary":"After-Hours Stock Movers:Larimar Therapeutics, Inc. (Nasdaq: LRMR) 55.3% LOWER; received feedback fr","content":"<html><head></head><body><p>After-Hours Stock Movers:</p><p><a href=\"https://laohu8.com/S/LRMR\">Larimar Therapeutics, Inc.</a> (Nasdaq: LRMR) 55.3% LOWER; received feedback from the U.S. Food and Drug Administration (FDA) regarding the clinical hold on Larimars CTI-1601 program. FDA stated it is maintaining its clinical hold at this time and that additional data is needed to resolve the clinical hold. Larimar is further analyzing previously completed studies, and is evaluating if additional studies are warranted. The Company also intends to engage FDA to determine how best to provide these data. Larimar is currently reassessing guidance on the timing of the planned Jive open-label extension and pediatric multiple-ascending dose clinical trials as it works to meet the agencys request.</p><p><a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (NASDAQ: TSEM) 50% HIGHER; Intel (NASDAQ: INTC) is nearing a deal to acquire Tower Semiconductor (NASDAQ: TSEM), according to Dow Jones, citing sources. The deal is for roughly $6 billion.</p><p>Amkor Technology (NASDAQ: AMKR) 8.5% HIGHER; reported Q4 EPS of $0.88, versus $0.52 reported last year. Revenue for the quarter came in at $1.72 billion, versus $1.37 billion reported last year.</p><p>Arista Networks (NYSE: ANET) 8.3% HIGHER; reported Q4 EPS of $0.82, $0.09 better than the analyst estimate of $0.73. Revenue for the quarter came in at $824.5 million versus the consensus estimate of $786.46 million. Arista Networks sees Q1 2022 revenue of $840-860 million, versus the consensus of $831.6 million.</p><p><a href=\"https://laohu8.com/S/OMCL\">Omnicell</a> (NASDAQ: OMCL) 4.5% LOWER; reported Q4 EPS of $0.92, in-line with the analyst estimate of $0.92. Revenue for the quarter came in at $311.7 million versus the consensus estimate of $311.07 million. Omnicell sees Q1 2022 EPS of $0.65-$0.72, versus the consensus of $0.86. Omnicell sees Q1 2022 revenue of $312-318 million, versus the consensus of $301.38 million. Omnicell sees FY2022 EPS of $3.75-$3.95, versus the consensus of $4.01. Omnicell sees FY2022 revenue of $1.37-1.43 billion, versus the consensus of $1.3 billion.</p><p>Monster Beverage (NASDAQ: MNST) 2.9% HIGHER; Talks between Monster Beverage and Constellation Brands (NYSE: STZ) about a combination are progressing, according to Bloomberg, citing people with knowledge of the matter.</p><p>Intuit Inc. (Nasdaq: INTU) 2.2% LOWER; Expects Q2 Revenue to Reflect Slower Forming Tax Season</p></body></html>","source":"highlight_streetinsider","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>After-Hours Stock Movers: Tower Semiconductor, Amkor, Arista,Larimar,Monster Beverage and More</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\">\nAfter-Hours Stock Movers: Tower Semiconductor, Amkor, Arista,Larimar,Monster Beverage and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19620201><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Larimar Therapeutics, Inc. (Nasdaq: LRMR) 55.3% LOWER; received feedback from the U.S. Food and Drug Administration (FDA) regarding the clinical hold on Larimars CTI-1601 ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19620201\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4020":"通信设备","LRMR":"Larimar Therapeutics, Inc.","BK4139":"生物科技","BK4147":"半导体设备","AMKR":"艾马克技术公司","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4528":"SaaS概念","BK4141":"半导体产品","BK4023":"应用软件","INTU":"财捷","BK4167":"医疗保健技术","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","OMCL":"Omnicell","BK4551":"寇图资本持仓","ANET":"Arista Networks, Inc.","TSEM":"Tower半导体","BK4567":"ESG概念"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19620201","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211950054","content_text":"After-Hours Stock Movers:Larimar Therapeutics, Inc. (Nasdaq: LRMR) 55.3% LOWER; received feedback from the U.S. Food and Drug Administration (FDA) regarding the clinical hold on Larimars CTI-1601 program. FDA stated it is maintaining its clinical hold at this time and that additional data is needed to resolve the clinical hold. Larimar is further analyzing previously completed studies, and is evaluating if additional studies are warranted. The Company also intends to engage FDA to determine how best to provide these data. Larimar is currently reassessing guidance on the timing of the planned Jive open-label extension and pediatric multiple-ascending dose clinical trials as it works to meet the agencys request.Tower Semiconductor (NASDAQ: TSEM) 50% HIGHER; Intel (NASDAQ: INTC) is nearing a deal to acquire Tower Semiconductor (NASDAQ: TSEM), according to Dow Jones, citing sources. The deal is for roughly $6 billion.Amkor Technology (NASDAQ: AMKR) 8.5% HIGHER; reported Q4 EPS of $0.88, versus $0.52 reported last year. Revenue for the quarter came in at $1.72 billion, versus $1.37 billion reported last year.Arista Networks (NYSE: ANET) 8.3% HIGHER; reported Q4 EPS of $0.82, $0.09 better than the analyst estimate of $0.73. Revenue for the quarter came in at $824.5 million versus the consensus estimate of $786.46 million. Arista Networks sees Q1 2022 revenue of $840-860 million, versus the consensus of $831.6 million.Omnicell (NASDAQ: OMCL) 4.5% LOWER; reported Q4 EPS of $0.92, in-line with the analyst estimate of $0.92. Revenue for the quarter came in at $311.7 million versus the consensus estimate of $311.07 million. Omnicell sees Q1 2022 EPS of $0.65-$0.72, versus the consensus of $0.86. Omnicell sees Q1 2022 revenue of $312-318 million, versus the consensus of $301.38 million. Omnicell sees FY2022 EPS of $3.75-$3.95, versus the consensus of $4.01. Omnicell sees FY2022 revenue of $1.37-1.43 billion, versus the consensus of $1.3 billion.Monster Beverage (NASDAQ: MNST) 2.9% HIGHER; Talks between Monster Beverage and Constellation Brands (NYSE: STZ) about a combination are progressing, according to Bloomberg, citing people with knowledge of the matter.Intuit Inc. (Nasdaq: INTU) 2.2% LOWER; Expects Q2 Revenue to Reflect Slower Forming Tax Season","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095979126,"gmtCreate":1644810658434,"gmtModify":1676533964081,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095979126","repostId":"2211209385","repostType":2,"repost":{"id":"2211209385","kind":"news","pubTimestamp":1644793624,"share":"https://ttm.financial/m/news/2211209385?lang=&edition=fundamental","pubTime":"2022-02-14 07:07","market":"us","language":"en","title":"Russia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2211209385","media":"Yahoo Finance","summary":"Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of","content":"<html><head></head><body><p>Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a new read on retail sales will be released Wednesday giving investors more insights into consumer spending.</p><p>Concerns over military action by the Kremlin have created a new headwind for investors, particularly after the White House warned on Friday that a possible invasion of Ukraine by Russia could come within days. The statement dealt a fresh blow to markets.</p><p>“The Russia-Ukraine tensions have hovered over already shaky investor sentiment,” Comerica Wealth Management Chief Investment Officer John Lynch said in a note. “Investors have been counting on a diplomatic resolution, but recent developments indicate this may be wishful thinking and therefore, not fully priced into the markets.”</p><p>The geopolitical tensions add to the uncertainty around central bank policy that has dominated market sentiment in recent months. Friday’s warning by the Biden administration weighed on stocks and sent oil prices soaring to a seven-year high.</p><p>“By pushing energy prices even higher, a Russian invasion would likely exacerbate inflation and redouble pressure on the Fed to raise interest rates,” Comerica Bank Chief Economist Bill Adams said in a note. “From the Fed’s perspective, the inflationary effects of a Russian invasion and higher energy prices would likely outweigh the shock’s negative implications for global growth.”</p><p>The Fed is already under pressure to act on the fastest increase in prices in 40 years. Wall Street was rattled last week by a highly-anticipated fresh print on the Labor Department’s Consumer Price Index (CPI), which notched a steeper-than-expected 7.5% increase over the year ended January to mark the largest annual jump since 1982. The surge heightened calls for the Federal Reserve to intervene more aggressively than anticipated to rein in soaring price levels, even raising the possibility of an emergency hike before the bank’s next policy meeting in March.</p><p>“As the inflation fire burns even hotter, the Federal Reserve will have to bring an even bigger firehose to put it out,” FWDBONDS Chief Economist Chris Rupkey said in a note.</p><p>Worries over above-estimated inflation have raised questions about whether or not the central bank might deliver on a 50 basis point move in mid-March. The Fed has not executed a “double” rate increase in a single policy decision since May 2000.</p><p>Fed watchers including Goldman Sachs and Deutsche Bank had ramped up their calls on how many times policymakers will increase rates. Goldman now sees the Federal Reserve hiking short-term borrowing costs seven times this year rather than the five it had expected earlier, while Deutsche Bank projects a 50 basis point rate hike in March and five more 25 basis point increases in the year.</p><p>CME Group&#39;s FedWatch tool showed investors were pricing in a 99% chance Fed policymakers will raise rates by 50 basis points in March as of Friday, a jump of 24% from the probability reflected two days earlier.</p><p>Some experts say the projections are greatly exaggerated.</p><p>“Even with elevated levels of inflation, we expect the Federal Reserve to tighten less than the market expects in 2022,” Treasury Partners Chief Investment Officer Richard Saperstein said in a note.</p><p>“We do not expect the Federal Reserve to announce rate hikes at every meeting and such extreme tightening scenarios suggest that we’re currently witnessing peak Fed mania,” he wrote, adding a moderate tightening process through a combination of rate hikes and the implementation of quantitative tightening starting this summer were likely.</p><p>On the geopolitical front, LPL Financial’s Ryan Detrick also appeared to temper the notion that a move by Russia into Ukraine would crash the stock market, pointing out that, historically, the great majority of geopolitical events going back to World War II did not put much of a dent in equities and losses were typically recovered quickly.</p><p><img src=\"https://static.tigerbbs.com/874e40dd031fe2fadf0415f24e036dcc\" tg-width=\"5500\" tg-height=\"3667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>U.S. President Joe Biden holds virtual talks with Russia&#39;s President Vladimir Putin amid Western fears that Moscow plans to attack Ukraine, as Secretary of State Antony Blinken listens with other officials during a secure video call from the Situation Room at the White House in Washington, U.S., December 7, 2021. The White House/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY TPX IMAGES OF THE DAYHandout . / reuters</p><p>“You can’t minimize what today’s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven’t moved stocks much,” Detrick said.</p><p>As an example, Detrick cited <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best six-month runs in U.S. stocks ever following the assassination of President John F. Kennedy in November 1963.</p><p>“The truth is a solid economy can make up for a lot of sins,” Detrick added.</p><p><img src=\"https://static.tigerbbs.com/4e7861525c30cb94872b9893fdecc17e\" tg-width=\"1631\" tg-height=\"1130\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The great majority of geopolitical events going back to World War II didn’t put much of a dent in stocks, with any losses made up quite quickly, according to Ryan Detrick, hief Market Strategist for LPL Financial.LPL Financial,</p><h2><b>Retail sales</b></h2><p>Consensus economists are expecting to see retail sales, released by the U.S. Census Bureau, rise by 2% in January compared to December&#39;s decrease of 1.9%, but sales excluding autos, gasoline, building materials and food services is expected to rise at a softer 0.8%, according to Bloomberg data. This would compare to December&#39;s decline of 2.3%.</p><p>&#34;The mom [month-over-month] gain in retail ex auto was negatively impacted by restaurants and gas spending, which were down 1.7% and 3.8% mom, respectively. As a result, the core control group, which nets out auto, gas, building and restaurants showed a strong 1.9% mom gain,&#34; said BofA Securities in a research note last week. &#34;Keep in mind that the Census retail sales report does not capture services spending other than restaurants spending so the impact on Census Bureau data from the Omicron distortions will be fairly muted.&#34;</p><p>Although earnings season is slowly winding down, another docket of corporate results remains underway for investors to weigh against monetary and geopolitical conditions this week.</p><p>Retail giant Walmart (WMT) will report fiscal fourth quarter 2021 earnings Thursday before the bell which will provide a fresh look into supply-chain issues as well as consumer spending. Walmart is expected to report adjusted earnings of $1.50 per share on revenue of $151.51 billion for the quarter, according to Bloomberg consensus. U.S. same-store sales is expected to increase 6.1%, ahead of guidance of 5%, for the holiday shopping quarter, according to Bloomberg.</p><p>&#34;We believe WMT&#39;s core business remained strong in F4Q following a strong F3Q (US comps were +9.2%, with transactions +5.7%), and given strong inventory positioning (supported by more favorable port access, long-term container shipping agreements and chartered vessel capacity) that likely supported share gains vs. smaller competitors this holiday.&#34; said BofA Securities in a research note on Feb. 10.</p><p>Other big-name companies to report earnings through Friday include ViacomCBS (VIAC), Airbnb (ABNB), Cisco Systems (CSCO), and Roku (ROKU).</p><p>On Capitol Hill, the fate of Federal Reserve Chairman Jerome Powell and a lineup of central bank nominees including Fed governor and vice chair pick Lael Brainard will be in focus as the Senate Banking Committee readies to hold a series of confirmation votes this week.</p><h2><b>Economic calendar</b></h2><ul><li><p><b>Monday:</b> <i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Producer Price Index (PPI) final demand, month-over-month, January (0.5% expected, 0.2% in December, upwardly revised to 0.3%); PPI excluding food and energy, month-over-month, January (0.4% expected, 0.5% in December); PPI excluding food, energy, and trade, month-over-month, January (0.4% expected, 0.4% in December, downwardly revised to 0.3%); PPI year-over-year, January (9.0% expected, 9.7% in December); PPI, year-over-year, January (7.8% expected, 8.3% in December); PPI excluding food and energy, year-over-year, January (6.3% expected, 6.9% in December); PPI excluding food, energy, and trade, year-over-year, January (6.3% expected, 6.9% in December); Empire Manufacturing, February (11.0 expected, -0.7 during prior month); Net Long-Term TIC Outflows, December ($137.4 billion during prior month); Total Net TIC Outflows, December ($223.9 billion during prior month)</p></li><li><p><b>Wednesday:</b> MBA Mortgage Applications, week ended Feb. 11 (-8.1% during prior week); Retail Sales Advance, month-over-month, January (2.0% expected, -1.9% in December); Retail Sales excluding autos, month-over-month, January (0.8% expected, -2.3% in December); Retail Sales excluding autos and gas, month-over-month, January (1.0% expected, -2.5% in December); Import Price Index, month-over-month, January (1.3% expected, -0.2% in December); Import Price Index excluding petroleum, month-over-month, January (0.4% expected, 0.3% in December); Import Price Endex, year-over-year, January (9.8% expected, 10.4% in December); Export Price Index, month-over-month, January (1.3% expected, -1.8% in December); Export Price Index, year-over-year, January (14.7% in December); Industrial Production, month-over-month, January (0.4% expected, -0.1% in December); Capacity Utilization, January (76.8% expected, 76.5% in December); Manufacturing (SIC) Production, January (0.3% expected, -0.3% in December); Business Inventories, December (2.1% expected,1.3% in November); NAHB Housing Market Index, February (83 expected, 83 in January); FOMC Meeting Minutes, January 26</p></li><li><p><b>Thursday:</b> Building permits, January (1.750 million expected, 1.873 million in December, upwardly revised to 1.885 million); Building permits, month-over-month, January (-7.2% expected, 9.1% in December, upwardly revised to 9.8%); Housing starts, January (1.700 million expected, 1.702 million in December); Housing starts, month-over-month, January (-0.1% expected, 1.4% in December); Initial jobless claims, week ended Feb. 12 (220,000 expected, 223,000 during prior week); Continuing claims, week ended Feb. 5 (1.621 million during prior week); Philadelphia Fed Business Outlook Index, February (20.0 expected, 23.2 in January)</p></li><li><p><b>Friday: </b>Existing Home Sales, January (6.10 million expected, 6.18 million in December); Existing Home Sales, month-over-month, January (-1.3% expected, -4.6% in December); Leading Index, January (0.2% expected, 0.8% in December)</p></li></ul><h2><b>Earnings calendar</b></h2><p><b>Monday</b></p><p>Before market open: TreeHouse Foods (THS), <a href=\"https://laohu8.com/S/WEBR\">Weber Inc.</a> (WEBR)</p><p>After market close: $Vornado Realty Trust(VNO-N)$ (VNO), Avis Budget Group (CAR), Arista Networks (ANET), Advance Auto Parts (AAP)</p><p><b>Tuesday</b></p><p>Before market open: Marriott International (MAR)</p><p>After market close: ViacomCBS (VIAC), Wynn Resorts (WYNN), Airbnb (ABNB), Akamai Technologies (AKAM), Roblox (RBLX), Denny’s (DENN), La-Z-Boy (LZB), Wyndham Hotels &amp; Resorts Inc. (WH), ZoomInfo Technologies (ZI)</p><p><b>Wednesday</b></p><p>Before market open: Kraft Heinz (KHC), Hilton Worldwide (HLT), Analog Devices (ADI), Shopify (SHOP)</p><p>After market close: Cisco Systems (CSCO), Nvidia (NVDA), TripAdvisor (TRIP), AIG (AIG), DoorDash (DASH), Hyatt Hotels (H), Cheesecake Factory (CAKE), Marathon Oil (MRO), Energy Transfer (ET)</p><p><b>Thursday</b></p><p>Before market open: Nestlé (NSRGY) Walmart (WMT), US Foods (USFD), Palantir Technologies (PLTR), <a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN)</p><p>After market close: Shake Shack (SHAK), Roku (ROKU), Dropbox (DBX),Tanger Factory Outlet Centers (SKT)</p><p><b>Friday</b></p><p>Before market open: Deere (DE), DraftKings (DKNG), Bloomin’ Brands (BLMN), Allianz (ALIZY)</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>Russia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week</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\">\nRussia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","SPY.AU":"SPDR® S&P 500® ETF Trust","XLF":"金融ETF"},"source_url":"https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2211209385","content_text":"Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a new read on retail sales will be released Wednesday giving investors more insights into consumer spending.Concerns over military action by the Kremlin have created a new headwind for investors, particularly after the White House warned on Friday that a possible invasion of Ukraine by Russia could come within days. The statement dealt a fresh blow to markets.“The Russia-Ukraine tensions have hovered over already shaky investor sentiment,” Comerica Wealth Management Chief Investment Officer John Lynch said in a note. “Investors have been counting on a diplomatic resolution, but recent developments indicate this may be wishful thinking and therefore, not fully priced into the markets.”The geopolitical tensions add to the uncertainty around central bank policy that has dominated market sentiment in recent months. Friday’s warning by the Biden administration weighed on stocks and sent oil prices soaring to a seven-year high.“By pushing energy prices even higher, a Russian invasion would likely exacerbate inflation and redouble pressure on the Fed to raise interest rates,” Comerica Bank Chief Economist Bill Adams said in a note. “From the Fed’s perspective, the inflationary effects of a Russian invasion and higher energy prices would likely outweigh the shock’s negative implications for global growth.”The Fed is already under pressure to act on the fastest increase in prices in 40 years. Wall Street was rattled last week by a highly-anticipated fresh print on the Labor Department’s Consumer Price Index (CPI), which notched a steeper-than-expected 7.5% increase over the year ended January to mark the largest annual jump since 1982. The surge heightened calls for the Federal Reserve to intervene more aggressively than anticipated to rein in soaring price levels, even raising the possibility of an emergency hike before the bank’s next policy meeting in March.“As the inflation fire burns even hotter, the Federal Reserve will have to bring an even bigger firehose to put it out,” FWDBONDS Chief Economist Chris Rupkey said in a note.Worries over above-estimated inflation have raised questions about whether or not the central bank might deliver on a 50 basis point move in mid-March. The Fed has not executed a “double” rate increase in a single policy decision since May 2000.Fed watchers including Goldman Sachs and Deutsche Bank had ramped up their calls on how many times policymakers will increase rates. Goldman now sees the Federal Reserve hiking short-term borrowing costs seven times this year rather than the five it had expected earlier, while Deutsche Bank projects a 50 basis point rate hike in March and five more 25 basis point increases in the year.CME Group's FedWatch tool showed investors were pricing in a 99% chance Fed policymakers will raise rates by 50 basis points in March as of Friday, a jump of 24% from the probability reflected two days earlier.Some experts say the projections are greatly exaggerated.“Even with elevated levels of inflation, we expect the Federal Reserve to tighten less than the market expects in 2022,” Treasury Partners Chief Investment Officer Richard Saperstein said in a note.“We do not expect the Federal Reserve to announce rate hikes at every meeting and such extreme tightening scenarios suggest that we’re currently witnessing peak Fed mania,” he wrote, adding a moderate tightening process through a combination of rate hikes and the implementation of quantitative tightening starting this summer were likely.On the geopolitical front, LPL Financial’s Ryan Detrick also appeared to temper the notion that a move by Russia into Ukraine would crash the stock market, pointing out that, historically, the great majority of geopolitical events going back to World War II did not put much of a dent in equities and losses were typically recovered quickly.U.S. President Joe Biden holds virtual talks with Russia's President Vladimir Putin amid Western fears that Moscow plans to attack Ukraine, as Secretary of State Antony Blinken listens with other officials during a secure video call from the Situation Room at the White House in Washington, U.S., December 7, 2021. The White House/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY TPX IMAGES OF THE DAYHandout . / reuters“You can’t minimize what today’s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven’t moved stocks much,” Detrick said.As an example, Detrick cited one of the best six-month runs in U.S. stocks ever following the assassination of President John F. Kennedy in November 1963.“The truth is a solid economy can make up for a lot of sins,” Detrick added.The great majority of geopolitical events going back to World War II didn’t put much of a dent in stocks, with any losses made up quite quickly, according to Ryan Detrick, hief Market Strategist for LPL Financial.LPL Financial,Retail salesConsensus economists are expecting to see retail sales, released by the U.S. Census Bureau, rise by 2% in January compared to December's decrease of 1.9%, but sales excluding autos, gasoline, building materials and food services is expected to rise at a softer 0.8%, according to Bloomberg data. This would compare to December's decline of 2.3%.\"The mom [month-over-month] gain in retail ex auto was negatively impacted by restaurants and gas spending, which were down 1.7% and 3.8% mom, respectively. As a result, the core control group, which nets out auto, gas, building and restaurants showed a strong 1.9% mom gain,\" said BofA Securities in a research note last week. \"Keep in mind that the Census retail sales report does not capture services spending other than restaurants spending so the impact on Census Bureau data from the Omicron distortions will be fairly muted.\"Although earnings season is slowly winding down, another docket of corporate results remains underway for investors to weigh against monetary and geopolitical conditions this week.Retail giant Walmart (WMT) will report fiscal fourth quarter 2021 earnings Thursday before the bell which will provide a fresh look into supply-chain issues as well as consumer spending. Walmart is expected to report adjusted earnings of $1.50 per share on revenue of $151.51 billion for the quarter, according to Bloomberg consensus. U.S. same-store sales is expected to increase 6.1%, ahead of guidance of 5%, for the holiday shopping quarter, according to Bloomberg.\"We believe WMT's core business remained strong in F4Q following a strong F3Q (US comps were +9.2%, with transactions +5.7%), and given strong inventory positioning (supported by more favorable port access, long-term container shipping agreements and chartered vessel capacity) that likely supported share gains vs. smaller competitors this holiday.\" said BofA Securities in a research note on Feb. 10.Other big-name companies to report earnings through Friday include ViacomCBS (VIAC), Airbnb (ABNB), Cisco Systems (CSCO), and Roku (ROKU).On Capitol Hill, the fate of Federal Reserve Chairman Jerome Powell and a lineup of central bank nominees including Fed governor and vice chair pick Lael Brainard will be in focus as the Senate Banking Committee readies to hold a series of confirmation votes this week.Economic calendarMonday: No notable reports scheduled for releaseTuesday: Producer Price Index (PPI) final demand, month-over-month, January (0.5% expected, 0.2% in December, upwardly revised to 0.3%); PPI excluding food and energy, month-over-month, January (0.4% expected, 0.5% in December); PPI excluding food, energy, and trade, month-over-month, January (0.4% expected, 0.4% in December, downwardly revised to 0.3%); PPI year-over-year, January (9.0% expected, 9.7% in December); PPI, year-over-year, January (7.8% expected, 8.3% in December); PPI excluding food and energy, year-over-year, January (6.3% expected, 6.9% in December); PPI excluding food, energy, and trade, year-over-year, January (6.3% expected, 6.9% in December); Empire Manufacturing, February (11.0 expected, -0.7 during prior month); Net Long-Term TIC Outflows, December ($137.4 billion during prior month); Total Net TIC Outflows, December ($223.9 billion during prior month)Wednesday: MBA Mortgage Applications, week ended Feb. 11 (-8.1% during prior week); Retail Sales Advance, month-over-month, January (2.0% expected, -1.9% in December); Retail Sales excluding autos, month-over-month, January (0.8% expected, -2.3% in December); Retail Sales excluding autos and gas, month-over-month, January (1.0% expected, -2.5% in December); Import Price Index, month-over-month, January (1.3% expected, -0.2% in December); Import Price Index excluding petroleum, month-over-month, January (0.4% expected, 0.3% in December); Import Price Endex, year-over-year, January (9.8% expected, 10.4% in December); Export Price Index, month-over-month, January (1.3% expected, -1.8% in December); Export Price Index, year-over-year, January (14.7% in December); Industrial Production, month-over-month, January (0.4% expected, -0.1% in December); Capacity Utilization, January (76.8% expected, 76.5% in December); Manufacturing (SIC) Production, January (0.3% expected, -0.3% in December); Business Inventories, December (2.1% expected,1.3% in November); NAHB Housing Market Index, February (83 expected, 83 in January); FOMC Meeting Minutes, January 26Thursday: Building permits, January (1.750 million expected, 1.873 million in December, upwardly revised to 1.885 million); Building permits, month-over-month, January (-7.2% expected, 9.1% in December, upwardly revised to 9.8%); Housing starts, January (1.700 million expected, 1.702 million in December); Housing starts, month-over-month, January (-0.1% expected, 1.4% in December); Initial jobless claims, week ended Feb. 12 (220,000 expected, 223,000 during prior week); Continuing claims, week ended Feb. 5 (1.621 million during prior week); Philadelphia Fed Business Outlook Index, February (20.0 expected, 23.2 in January)Friday: Existing Home Sales, January (6.10 million expected, 6.18 million in December); Existing Home Sales, month-over-month, January (-1.3% expected, -4.6% in December); Leading Index, January (0.2% expected, 0.8% in December)Earnings calendarMondayBefore market open: TreeHouse Foods (THS), Weber Inc. (WEBR)After market close: $Vornado Realty Trust(VNO-N)$ (VNO), Avis Budget Group (CAR), Arista Networks (ANET), Advance Auto Parts (AAP)TuesdayBefore market open: Marriott International (MAR)After market close: ViacomCBS (VIAC), Wynn Resorts (WYNN), Airbnb (ABNB), Akamai Technologies (AKAM), Roblox (RBLX), Denny’s (DENN), La-Z-Boy (LZB), Wyndham Hotels & Resorts Inc. (WH), ZoomInfo Technologies (ZI)WednesdayBefore market open: Kraft Heinz (KHC), Hilton Worldwide (HLT), Analog Devices (ADI), Shopify (SHOP)After market close: Cisco Systems (CSCO), Nvidia (NVDA), TripAdvisor (TRIP), AIG (AIG), DoorDash (DASH), Hyatt Hotels (H), Cheesecake Factory (CAKE), Marathon Oil (MRO), Energy Transfer (ET)ThursdayBefore market open: Nestlé (NSRGY) Walmart (WMT), US Foods (USFD), Palantir Technologies (PLTR), AutoNation (AN)After market close: Shake Shack (SHAK), Roku (ROKU), Dropbox (DBX),Tanger Factory Outlet Centers (SKT)FridayBefore market open: Deere (DE), DraftKings (DKNG), Bloomin’ Brands (BLMN), Allianz (ALIZY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092691825,"gmtCreate":1644599300758,"gmtModify":1676533945352,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092691825","repostId":"2210695545","repostType":2,"repost":{"id":"2210695545","kind":"highlight","pubTimestamp":1644580660,"share":"https://ttm.financial/m/news/2210695545?lang=&edition=fundamental","pubTime":"2022-02-11 19:57","market":"us","language":"en","title":"The Smartest Stocks to Buy With $1,000 as the Market Corrects Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2210695545","media":"Motley Fool","summary":"When fear and anxiety rear their heads on Wall Street, so does opportunity.","content":"<html><head></head><body><p>Ready or not, Wall Street is in correction mode. The peak double-digit percentage slide that the benchmark <b>S&amp;P 500</b> and technology-dependent <b>Nasdaq Composite</b> endured in January marked the biggest correction in both indexes since the coronavirus crash of March 2020.</p><p>But where there&#39;s fear and anxiety, there&#39;s often opportunity. Long-term investors who put their money to work in high-quality stocks during market corrections are usually rewarded handsomely over time.</p><p>Best of all, with most online brokerages eliminating commission fees and minimum deposit requirements, any amount of money -- even $1,000 -- becomes the perfect amount to put to work during a correction.</p><p>If you have $1,000 ready to invest, which won&#39;t be needed to pay bills or cover emergencies, these are some of the smartest stocks you can buy as the market corrects lower.</p><h2><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings</a></h2><p>One of the smartest moves investors can make during a correction is to buy best-of-breed stocks in high-growth trends. That&#39;s why cybersecurity stock <a href=\"https://laohu8.com/S/CRWD\"><b>CrowdStrike Holdings</b> </a> is such a no-brainer buy as the market corrects lower.</p><p>Regardless of the size of the business or the state of the U.S. or global economy, cybersecurity has evolved into a basic necessity for companies with an online/cloud presence. It&#39;s been especially important in the wake of the pandemic, which has businesses increasingly shifting their data into the cloud.</p><p>The cloud-native Falcon platform is what makes CrowdStrike tick. Being built in the cloud, and reliant on artificial intelligence, Falcon is often more effective at protecting end users than on-premises solutions. Even though CrowdStrike&#39;s cybersecurity solutions aren&#39;t the cheapest, they can be the most cost-effective considering the superior level of data protection provided by Falcon.</p><p>What really stands out about this company is just how successfully it&#39;s grown its subscriber count and built up its relationships with existing clients. In less than five years, CrowdStrike&#39;s total subscriber count has grown from 450 to 14,687, with the percentage of clients purchasing four or more cloud-module subscriptions skyrocketing from 9% to 68%.  Because cybersecurity subscription services boast high margins, the company has already achieved its long-term adjusted subscription gross margin despite being in the early innings of its growth.</p><h2><a href=\"https://laohu8.com/S/IIPR\">Innovative Industrial Properties</a></h2><p>Another smart buy is cannabis-focused real estate investment trust (REIT) <a href=\"https://laohu8.com/S/IIPR\"><b>Innovative Industrial Properties</b> </a>. <i>Yes</i>, marijuana stocks can pay dividends!</p><p>IIP, as the company is more commonly known, has a very straightforward operating model. It seeks to acquire medical marijuana cultivating and processing facilities in U.S. states where it&#39;s legal, and leases these assets out for long periods of time. While the bulk of the company&#39;s growth does come from acquisitions, it has built-in annual rental hikes and management fees that do provide a modest revenue boost each year.</p><p>The company ended 2021 with 103 properties spanning 19 states in its portfolio. Most impressively, 100% of its 7.7 million square feet of rentable space (some of which is still under development) is fully leased. Although IIP didn&#39;t provide its weighted-average lease-length metric following a 27-property purchase in December, the previous 76 properties had a weighted-average lease length of 16.7 years.  Put another way, IIP is sitting on a gold mine of consistent cash flow.</p><p>Innovative Industrial Properties has also done an excellent job of funneling new business in with its sale-leaseback program. With cannabis being illegal at the U.S. federal level, access to basic financial services can be hit-and-miss for pot companies. IIP has stepped in to purchase facilities for cash, then immediately leased these properties back to the seller. It&#39;s a mutually beneficial arrangement in that cannabis companies receive the cash they need, and IIP lands long-term tenants.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F665081%2Fproto-labs-3d-printing-prototype.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Proto Labs.</p><h2><a href=\"https://laohu8.com/S/PRLB\">Proto Labs</a></h2><p>Beaten-down digital manufacturer <a href=\"https://laohu8.com/S/PRLB\"><b>Proto Labs</b> </a> is yet another smart stock investors can scoop up as the broader market moves lower.</p><p>Proto Labs, which provides custom prototypes and on-demand production to a variety of industries and sectors, was swept up in the 3D printing craze last decade. Investors expected 3D printing to become the next great investing trend, but it soon fizzled out when it became apparent that these machines required constant innovation and development.</p><p>However, Proto Labs isn&#39;t quite like most 3D printing companies. Instead of continuously innovating and selling its machines to businesses, it offers its technology as a service. Enterprise customers tell Proto Labs what they need, be it a prototype or a certain number of parts produced, and Proto Labs quickly fulfills the order with the aid of 3D printing, CNC machining, or injection molding. Without the high overhead costs of constant innovation, Proto Labs should be able to generate consistently higher margins than companies just angling to sell 3D printers.</p><p>What&#39;s more, Proto Labs is in far better shape now than it was in 2013, when it was also trading at $50 a share. In 2013, Proto Labs generated $126 million in sales and $0.98 in earnings per share. This year, it&#39;s expected to bring in $521 million in sales and $1.64 in estimated per-share earnings. In other words, it&#39;s a bargain now with sustained low double-digit growth potential.</p><h2><a href=\"https://laohu8.com/S/ORVO\">Qorvo</a></h2><p>A final smart stock to buy with $1,000 as the market corrects lower is radio-frequency (RF) systems supplier <a href=\"https://laohu8.com/S/QRVO\"><b>Qorvo</b> </a>.</p><p>It&#39;s no secret that the main growth thesis for Qorvo is the ongoing rollout of 5G wireless infrastructure in the U.S. and globally. It&#39;s been a decade since wireless download speeds were meaningfully improved, which means consumers and businesses are going to be eager to upgrade their devices, including smartphones, to take advantage of these faster download speeds. Since Qorvo supplies many of the top smartphone producers with components, this product replacement cycle can deliver sustained growth in the company&#39;s core revenue-producing segment through at least mid-decade.</p><p>However, there are intriguing opportunities for Qorvo beyond smartphones. For example, next-gen vehicles and light-electric vehicles are an enormous long-term opportunity for the company. Qorvo currently supplies wireless connectivity solutions via advanced antennas in next-gen vehicles, and can even help connect vehicles to the cloud. It offers intelligent motor controllers for battery-powered bicycles and scooters as well.</p><p>Of the four smart buys mentioned on this list, Qorvo is unquestionably the value stock of the bunch. With a forward-year price-to-earnings ratio below 10 and a sales growth rate hovering around the double digits, it has the appearance of a no-brainer buy.</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>The Smartest Stocks to Buy With $1,000 as the Market Corrects Lower</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 Smartest Stocks to Buy With $1,000 as the Market Corrects Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 19:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/11/smartest-stocks-buy-1000-as-market-corrects-lower/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ready or not, Wall Street is in correction mode. The peak double-digit percentage slide that the benchmark S&P 500 and technology-dependent Nasdaq Composite endured in January marked the biggest ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/11/smartest-stocks-buy-1000-as-market-corrects-lower/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","REIT":"ALPS Active REIT ETF","PRLB":"Proto Labs Inc","BK4512":"苹果概念","BK4560":"网络安全概念","BK4546":"3D打印","BK4528":"SaaS概念","BK4171":"工业房地产投资信托","BK4141":"半导体产品","CRWD":"CrowdStrike Holdings, Inc.","BK4515":"5G概念","BK4211":"区域性银行","QRVO":"Qorvo, Inc.","BK4161":"工业机械","RF":"地区金融","BK4532":"文艺复兴科技持仓","IIPR":"Innovative Industrial Properties Inc","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/11/smartest-stocks-buy-1000-as-market-corrects-lower/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210695545","content_text":"Ready or not, Wall Street is in correction mode. The peak double-digit percentage slide that the benchmark S&P 500 and technology-dependent Nasdaq Composite endured in January marked the biggest correction in both indexes since the coronavirus crash of March 2020.But where there's fear and anxiety, there's often opportunity. Long-term investors who put their money to work in high-quality stocks during market corrections are usually rewarded handsomely over time.Best of all, with most online brokerages eliminating commission fees and minimum deposit requirements, any amount of money -- even $1,000 -- becomes the perfect amount to put to work during a correction.If you have $1,000 ready to invest, which won't be needed to pay bills or cover emergencies, these are some of the smartest stocks you can buy as the market corrects lower.CrowdStrike HoldingsOne of the smartest moves investors can make during a correction is to buy best-of-breed stocks in high-growth trends. That's why cybersecurity stock CrowdStrike Holdings  is such a no-brainer buy as the market corrects lower.Regardless of the size of the business or the state of the U.S. or global economy, cybersecurity has evolved into a basic necessity for companies with an online/cloud presence. It's been especially important in the wake of the pandemic, which has businesses increasingly shifting their data into the cloud.The cloud-native Falcon platform is what makes CrowdStrike tick. Being built in the cloud, and reliant on artificial intelligence, Falcon is often more effective at protecting end users than on-premises solutions. Even though CrowdStrike's cybersecurity solutions aren't the cheapest, they can be the most cost-effective considering the superior level of data protection provided by Falcon.What really stands out about this company is just how successfully it's grown its subscriber count and built up its relationships with existing clients. In less than five years, CrowdStrike's total subscriber count has grown from 450 to 14,687, with the percentage of clients purchasing four or more cloud-module subscriptions skyrocketing from 9% to 68%.  Because cybersecurity subscription services boast high margins, the company has already achieved its long-term adjusted subscription gross margin despite being in the early innings of its growth.Innovative Industrial PropertiesAnother smart buy is cannabis-focused real estate investment trust (REIT) Innovative Industrial Properties . Yes, marijuana stocks can pay dividends!IIP, as the company is more commonly known, has a very straightforward operating model. It seeks to acquire medical marijuana cultivating and processing facilities in U.S. states where it's legal, and leases these assets out for long periods of time. While the bulk of the company's growth does come from acquisitions, it has built-in annual rental hikes and management fees that do provide a modest revenue boost each year.The company ended 2021 with 103 properties spanning 19 states in its portfolio. Most impressively, 100% of its 7.7 million square feet of rentable space (some of which is still under development) is fully leased. Although IIP didn't provide its weighted-average lease-length metric following a 27-property purchase in December, the previous 76 properties had a weighted-average lease length of 16.7 years.  Put another way, IIP is sitting on a gold mine of consistent cash flow.Innovative Industrial Properties has also done an excellent job of funneling new business in with its sale-leaseback program. With cannabis being illegal at the U.S. federal level, access to basic financial services can be hit-and-miss for pot companies. IIP has stepped in to purchase facilities for cash, then immediately leased these properties back to the seller. It's a mutually beneficial arrangement in that cannabis companies receive the cash they need, and IIP lands long-term tenants.Image source: Proto Labs.Proto LabsBeaten-down digital manufacturer Proto Labs  is yet another smart stock investors can scoop up as the broader market moves lower.Proto Labs, which provides custom prototypes and on-demand production to a variety of industries and sectors, was swept up in the 3D printing craze last decade. Investors expected 3D printing to become the next great investing trend, but it soon fizzled out when it became apparent that these machines required constant innovation and development.However, Proto Labs isn't quite like most 3D printing companies. Instead of continuously innovating and selling its machines to businesses, it offers its technology as a service. Enterprise customers tell Proto Labs what they need, be it a prototype or a certain number of parts produced, and Proto Labs quickly fulfills the order with the aid of 3D printing, CNC machining, or injection molding. Without the high overhead costs of constant innovation, Proto Labs should be able to generate consistently higher margins than companies just angling to sell 3D printers.What's more, Proto Labs is in far better shape now than it was in 2013, when it was also trading at $50 a share. In 2013, Proto Labs generated $126 million in sales and $0.98 in earnings per share. This year, it's expected to bring in $521 million in sales and $1.64 in estimated per-share earnings. In other words, it's a bargain now with sustained low double-digit growth potential.QorvoA final smart stock to buy with $1,000 as the market corrects lower is radio-frequency (RF) systems supplier Qorvo .It's no secret that the main growth thesis for Qorvo is the ongoing rollout of 5G wireless infrastructure in the U.S. and globally. It's been a decade since wireless download speeds were meaningfully improved, which means consumers and businesses are going to be eager to upgrade their devices, including smartphones, to take advantage of these faster download speeds. Since Qorvo supplies many of the top smartphone producers with components, this product replacement cycle can deliver sustained growth in the company's core revenue-producing segment through at least mid-decade.However, there are intriguing opportunities for Qorvo beyond smartphones. For example, next-gen vehicles and light-electric vehicles are an enormous long-term opportunity for the company. Qorvo currently supplies wireless connectivity solutions via advanced antennas in next-gen vehicles, and can even help connect vehicles to the cloud. It offers intelligent motor controllers for battery-powered bicycles and scooters as well.Of the four smart buys mentioned on this list, Qorvo is unquestionably the value stock of the bunch. With a forward-year price-to-earnings ratio below 10 and a sales growth rate hovering around the double digits, it has the appearance of a no-brainer buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092170801,"gmtCreate":1644567365826,"gmtModify":1676533942041,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092170801","repostId":"1113677136","repostType":2,"repost":{"id":"1113677136","kind":"news","pubTimestamp":1644543742,"share":"https://ttm.financial/m/news/1113677136?lang=&edition=fundamental","pubTime":"2022-02-11 09:42","market":"us","language":"en","title":"Could Meta Platforms Stock Double Over the Next 12 Months?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113677136","media":"Motley Fool","summary":"One analyst thinks so.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>This analyst has a $466 price target on Meta Platforms stock.</li><li>The stock&#39;s post-earnings sell-off may be overdone.</li><li>Meta Platforms stock now has a price-to-earnings ratio of just 17.</li></ul><p>Shares of Facebook-parent <b>Meta Platforms</b>(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company&#39;s disappointing third-quarter update and management&#39;s dismal guidance for Q1.</p><p>The question on many investors&#39; minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a <i>compelling</i> one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a &#34;strong buy,&#34; reiterating a $466 12-month price target.</p><p>Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1a3029769a20941e96ddc71b5548019\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Meta Platforms has a history of conservative guidance</b></p><p>The main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner&#39;s guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company&#39;s 20% revenue growth in Q4. Further, management said in Meta Platforms&#39; fourth-quarter earnings call that it&#39;s a &#34;multiyear development journey&#34; for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by <b>Apple</b>&#39;s recent iOS updates.</p><p>But investors should note that Wehner has a long history of being overly conservative. Consider Wehner&#39;s repeated calls in 2017 for advertising-revenue growth to &#34;come down meaningfully&#34; in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.</p><p>While past results are certainly no indication of future results, it&#39;s a fair statement to say that Meta&#39;s guidance typically errs on the side of conservatism.</p><p>The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street&#39;s sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.</p><p><b>A compelling valuation</b></p><p>Today, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.</p><p>Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.</p><p>While a doubling of the stock in just 12 months is unlikely, it&#39;s certainly possible. Even if the company&#39;s earnings per share don&#39;t grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn&#39;t out of the question.</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>Could Meta Platforms Stock Double Over the Next 12 Months?</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\">\nCould Meta Platforms Stock Double Over the Next 12 Months?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/\">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://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113677136","content_text":"Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of Facebook-parent Meta Platforms(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company's disappointing third-quarter update and management's dismal guidance for Q1.The question on many investors' minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a compelling one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a \"strong buy,\" reiterating a $466 12-month price target.Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?IMAGE SOURCE: GETTY IMAGES.Meta Platforms has a history of conservative guidanceThe main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner's guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company's 20% revenue growth in Q4. Further, management said in Meta Platforms' fourth-quarter earnings call that it's a \"multiyear development journey\" for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by Apple's recent iOS updates.But investors should note that Wehner has a long history of being overly conservative. Consider Wehner's repeated calls in 2017 for advertising-revenue growth to \"come down meaningfully\" in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.While past results are certainly no indication of future results, it's a fair statement to say that Meta's guidance typically errs on the side of conservatism.The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street's sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.A compelling valuationToday, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.While a doubling of the stock in just 12 months is unlikely, it's certainly possible. Even if the company's earnings per share don't grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn't out of the question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096227840,"gmtCreate":1644405714762,"gmtModify":1676533921885,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096227840","repostId":"1196471828","repostType":2,"repost":{"id":"1196471828","kind":"news","pubTimestamp":1644395848,"share":"https://ttm.financial/m/news/1196471828?lang=&edition=fundamental","pubTime":"2022-02-09 16:37","market":"us","language":"en","title":"7 Best Renewable Energy Stocks to Buy in Q1","url":"https://stock-news.laohu8.com/highlight/detail?id=1196471828","media":"InvestorPlace","summary":"Renewable energy stocks haven’t had a great 12 months. In a broad example, the Invesco Solar Portfol","content":"<html><head></head><body><p>Renewable energy stocks haven’t had a great 12 months. In a broad example, the <b>Invesco Solar Portfolio ETF</b> has lost nearly half of its value over the past year.</p><p>Two major factors have contributed to the decline in value for many renewable energy stocks. For one, the wind and solar industries haven’t received the sorts of subsidies that traders were hoping for from the Biden Administration.</p><p>For another, many green energy companies don’t generate much in the way of near-term profits or cash flows. Thus, they’ve gotten caught up in the broad market-based selling around all sorts of speculative growth companies.</p><p>It’s certainly not all blue skies ahead for the renewable energy industry. Shortcomings — particularly as it relates to lack of storage capacity — have become painfully apparent in recent months.</p><p>Look at thespiraling electricity crisisthis winter in Europe for one example. Still, after seeing many renewable energy stocks drop by 50% or more, it’s time to take a fresh look.</p><p>Here are seven names that could stand out, even during this volatile period for the renewable energy industry:</p><ul><li><a href=\"https://laohu8.com/S/RUN\">Sunrun</a></li><li><a href=\"https://laohu8.com/S/FSLR\">First Solar</a></li><li><a href=\"https://laohu8.com/S/NEE\">NextEra</a></li><li><a href=\"https://laohu8.com/S/ED\">Consolidated Edison</a></li><li><a href=\"https://laohu8.com/S/ORA\">Ormat Technologies</a></li><li><a href=\"https://laohu8.com/S/AY\">Atlantica Sustainable Infrastructure</a></li><li><a href=\"https://laohu8.com/S/GE\">General Electric</a></li></ul><p><a href=\"https://laohu8.com/S/RUN\">Sunrun</a></p><p><img src=\"https://static.tigerbbs.com/3fe3ca005cdc776cbe90fa37af548247\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: IgorGolovniov / Shutterstock.com</p><p>Solar energy stocks were blazing hot at the beginning of the Biden Administration. Between the November 2020 election and Inauguration Day 2021, the price of Sunrun stock soared almost 52%.</p><p>Particularly with Democrats in control of the House of Representatives and Senate, in addition to the presidency, a robust era of clean energy spending was supposed to commence.</p><p>However, there’s been limited legislative traction for green energy. Much of Washington D.C.’s attention has understandably turned to more immediate issues such as dealing with the societal and economic impacts of the Covid-19 crisis.</p><p>Attempts at a grand series of Build Back Better infrastructure bills have gotten pruned down to a much-smaller package.</p><p>This has hit the solar industry hard with smaller, more-speculative names like SunRun getting walloped. RUN stock is down nearly 70% over the past year.</p><p>Sunrun operates in the home solar space and has shown incredible growth — north of 30% — despite already having a large installed base.</p><p>However, Sunrun has gotten hit on all fronts. The lack of expected subsidy support has dimmed near-term expectations. Meanwhile, supply chain and inflation issues are a threat to crush profit margins.</p><p>In addition, the company borrowed heavily during brighter times and now faces growing investor skepticism around its balance sheet.</p><p>There’s plenty of risk at SunRun to be sure. However, with the stock down from a 52-week high of $85 to just $25 now, RUN stock is one of the highest-voltage ways to get exposure to a potential solar industry rebound.</p><p><a href=\"https://laohu8.com/S/FSLR\">FirstSolar</a></p><p><img src=\"https://static.tigerbbs.com/2ffff4a5dd5814d900be77ab84e7fc9b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: IgorGolovniov / Shutterstock.com</p><p>First Solar is a more conservative way to play the solar industry. It is one of the leading manufacturers of panels.</p><p>It’s not nearly as much of a growth play as something like Sunrun. However, it’s actually highly profitable, which is something of a rarity in the solar industry at the moment.</p><p>The company will have earned roughly $3.50 per share for full-year 2021 once it announces results later this month. That will put the stock around 20x full-year 2021 earnings.</p><p>Analysts see First Solar’s earnings dropping in 2022. After that, however, the consensus has 2023 earnings recovering to 2021 levels, giving First Solar a solid base of profitability in the intermediate term.</p><p>Some of First Solar’s strategic advantage is due to using a differentiated technology for making its panels as opposed to commodity producers overseas.</p><p>Another element of its success came from the Trump Administration’s move to slap tariffs on imported solar panels. Biden’s team recently announced that it will easebut not altogether eliminatethese tariffs.</p><p>That’s an additional win for First Solar, which has invested heavily in its Ohio-based manufacturing facilities.</p><p><a href=\"https://laohu8.com/S/NEE\">NextEra</a></p><p><img src=\"https://static.tigerbbs.com/ea57d4c3dcede125d4c0c41df15c24f2\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: madamF / Shutterstock.com</p><p>Another way to get involved in the renewable energy wave is through power utilities. Not all utilities have a strong renewable energy angle. A few stand out, however. Florida-based NextEra is one of the leaders in solar power deployment nationally.</p><p>It does have a traditional regulated utility business that offers stable predictable cash flows.</p><p>Where things get more exciting is with its separate arm in the construction and design of large-scale renewable power projects around the country. This gives NextEra an attractive source of additional income.</p><p>These development projects tend to be in a competitive market and thus can earn higher returns on equity than traditional utility power where returns are generally set by state regulators.</p><p>Additionally, NextEra has benefited in a huge way from passive index fund flows. NextEra scores highly on environmental, social and governance (ESG) standards and thus is a leading investment for many funds in the socially-conscious, green, and millennial categories.</p><p>As more and more money floods into these ESG-type investments, NextEra should be one of the largest recipients of these inflows.</p><p><a href=\"https://laohu8.com/S/ED\">Consolidated Edison</a></p><p><img src=\"https://static.tigerbbs.com/b519d2089cfc63cb20a58bf4c862124e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Pand P Studio / Shutterstock.com</p><p>Consolidated Edison is another of the pioneers in the renewable utility space. The New York City power company is one of the world’s oldest power utilities.</p><p>Even with its storied history, it has managed to keep up with the times. Indeed, today, it’s now the second-largest operator of utility-scale solar power in the U.S.</p><p>That’s good in its own right. Given the political climate on the East Coast, the renewable focus is particularly useful. ConEd is already ahead of the curve in terms of upping its investments in green energy while other utilities will have to rush to meet phase-outs around the use of dirtier fuels.\\</p><p>From an investor’s perspective, ConEd is a classic growth and income holding. The company has increased its dividend for 48 years in a row, making it one of the few Dividend Aristocrats in the power utility sector. ED stock has delivered steadily rising dividends and some capital appreciation for decades, and its quick adoption of renewables should keep that streak going for many years to come.</p><p><a href=\"https://laohu8.com/S/ORA\">Ormat Technologies</a></p><p><img src=\"https://static.tigerbbs.com/9bb323840c8fd6a1dc442971fea5ffd3\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: riekephotos / Shutterstock.com</p><p>Ormat Technologies is the global leader in geothermal power generation. The company was founded way back in 1965 and has developed more than 190 power plants over the decades. It has been in the green energy game for a long time, giving it a level of domain expertise and cyclical knowledge that most newer rivals don’t yet possess.</p><p>For a long time, analysts viewed geothermal as a fringe alternative in the power generation business. However, it has really had its moment to shine over the past few years. That’s due to geothermal’s much higher reliability. Geothermal is almost always available, making it a baseload generator that doesn’t experience the sorts of drastic fluctuations in supply that you see with wind or solar.</p><p>Sure, geothermal has drawbacks. It is often in remote locations, costs can be somewhat unattractive at times, and it’s harder to build at vast scale compared to other alternatives. However, in a world that is rapidly discovering some drawbacks with intermittent green power sources, geothermal has carved out a solid space for itself.</p><p>Ormat in particular is profitable and has an attractive business outlook. ORA stock was fairly quiet between the mid-2000s and 2015. However, since then, shares as much as quintupled before hitting their peak in 2021. Since then, like so many growth stocks, Ormat’s shares have sharply from their peak. However, the long-term trajectory should keep pointing upward.</p><p><a href=\"https://laohu8.com/S/AY\">Atlantica Sustainable Infrastructure</a></p><p><img src=\"https://static.tigerbbs.com/8385c40fdac557d5652528e2c4f66bdb\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Chart by Josh Enomoto</p><p>One of the more interesting trends in natural resources of the past decade has been royalty companies. Specialty finance firms will provide financing to an oil &amp; gas or mining company, and, in return, get a stream of mineral production once the project comes online.</p><p>Atlantica is offering investors a similar sort of structure in the renewable energy space. It finances renewable energy projects that are set to be built. After the renewable power generation asset is up and running, Atlantica offloads energy to end purchasers and gets to keep a favorable spread. This gives investors a royalty structure that should deliver steadier returns and a solid dividend from what has historically been a volatile industry.</p><p>Atlantica does have some other assets as well, namely investments in water, transmission lines, and natural gas. However, roughly 75% of its assets are in renewables such as wind and geothermal. AY stock currently offers a 5.5% dividend yield, making it an interest choice for green energy investors that also want some immediate income.</p><p><a href=\"https://laohu8.com/S/GE\">General Electric</a></p><p><img src=\"https://static.tigerbbs.com/98b47f41fdf8b3be1bea03fd5c06700c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: testing / Shutterstock.com</p><p>Finally, for investors that want a broader industrial play with emphasis on green energy exposure, don’t forget about GE.</p><p>General Electric has been on a multi-year journey to turn its business around and rectify the errors of past management teams. This transformation continues at aggressive speed under star CEO Larry Culp. GE is unloading its large aircraft leasing business and has several more asset divestures and spins on the way.</p><p>It’s a complicated company, and the name GE leaves many investors with a bad taste. However, operating results are picking up steam and analysts see it as quite cheap. Morningstar’s Joshua Aguilar currently pegsfair value at $133versus a current share price around $100. That’s an attractive discount, and GE stock gives investors exposure to solid power assets such as its wind turbines and power grid systems solutions.</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>7 Best Renewable Energy Stocks to Buy in Q1</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\">\n7 Best Renewable Energy Stocks to Buy in Q1\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 16:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/7-best-renewable-energy-stocks-to-buy-in-q1-run-fslr-ed-nee-ora-ay-ge/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Renewable energy stocks haven’t had a great 12 months. In a broad example, the Invesco Solar Portfolio ETF has lost nearly half of its value over the past year.Two major factors have contributed to ...</p>\n\n<a href=\"https://investorplace.com/2022/02/7-best-renewable-energy-stocks-to-buy-in-q1-run-fslr-ed-nee-ora-ay-ge/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","FSLR":"第一太阳能","NEE":"新纪元能源","ORA":"奥玛特科技","RUN":"Sunrun Inc.","ED":"爱迪生联合电气","AY":"Atlantica Yield PLC"},"source_url":"https://investorplace.com/2022/02/7-best-renewable-energy-stocks-to-buy-in-q1-run-fslr-ed-nee-ora-ay-ge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196471828","content_text":"Renewable energy stocks haven’t had a great 12 months. In a broad example, the Invesco Solar Portfolio ETF has lost nearly half of its value over the past year.Two major factors have contributed to the decline in value for many renewable energy stocks. For one, the wind and solar industries haven’t received the sorts of subsidies that traders were hoping for from the Biden Administration.For another, many green energy companies don’t generate much in the way of near-term profits or cash flows. Thus, they’ve gotten caught up in the broad market-based selling around all sorts of speculative growth companies.It’s certainly not all blue skies ahead for the renewable energy industry. Shortcomings — particularly as it relates to lack of storage capacity — have become painfully apparent in recent months.Look at thespiraling electricity crisisthis winter in Europe for one example. Still, after seeing many renewable energy stocks drop by 50% or more, it’s time to take a fresh look.Here are seven names that could stand out, even during this volatile period for the renewable energy industry:SunrunFirst SolarNextEraConsolidated EdisonOrmat TechnologiesAtlantica Sustainable InfrastructureGeneral ElectricSunrunSource: IgorGolovniov / Shutterstock.comSolar energy stocks were blazing hot at the beginning of the Biden Administration. Between the November 2020 election and Inauguration Day 2021, the price of Sunrun stock soared almost 52%.Particularly with Democrats in control of the House of Representatives and Senate, in addition to the presidency, a robust era of clean energy spending was supposed to commence.However, there’s been limited legislative traction for green energy. Much of Washington D.C.’s attention has understandably turned to more immediate issues such as dealing with the societal and economic impacts of the Covid-19 crisis.Attempts at a grand series of Build Back Better infrastructure bills have gotten pruned down to a much-smaller package.This has hit the solar industry hard with smaller, more-speculative names like SunRun getting walloped. RUN stock is down nearly 70% over the past year.Sunrun operates in the home solar space and has shown incredible growth — north of 30% — despite already having a large installed base.However, Sunrun has gotten hit on all fronts. The lack of expected subsidy support has dimmed near-term expectations. Meanwhile, supply chain and inflation issues are a threat to crush profit margins.In addition, the company borrowed heavily during brighter times and now faces growing investor skepticism around its balance sheet.There’s plenty of risk at SunRun to be sure. However, with the stock down from a 52-week high of $85 to just $25 now, RUN stock is one of the highest-voltage ways to get exposure to a potential solar industry rebound.FirstSolarSource: IgorGolovniov / Shutterstock.comFirst Solar is a more conservative way to play the solar industry. It is one of the leading manufacturers of panels.It’s not nearly as much of a growth play as something like Sunrun. However, it’s actually highly profitable, which is something of a rarity in the solar industry at the moment.The company will have earned roughly $3.50 per share for full-year 2021 once it announces results later this month. That will put the stock around 20x full-year 2021 earnings.Analysts see First Solar’s earnings dropping in 2022. After that, however, the consensus has 2023 earnings recovering to 2021 levels, giving First Solar a solid base of profitability in the intermediate term.Some of First Solar’s strategic advantage is due to using a differentiated technology for making its panels as opposed to commodity producers overseas.Another element of its success came from the Trump Administration’s move to slap tariffs on imported solar panels. Biden’s team recently announced that it will easebut not altogether eliminatethese tariffs.That’s an additional win for First Solar, which has invested heavily in its Ohio-based manufacturing facilities.NextEraSource: madamF / Shutterstock.comAnother way to get involved in the renewable energy wave is through power utilities. Not all utilities have a strong renewable energy angle. A few stand out, however. Florida-based NextEra is one of the leaders in solar power deployment nationally.It does have a traditional regulated utility business that offers stable predictable cash flows.Where things get more exciting is with its separate arm in the construction and design of large-scale renewable power projects around the country. This gives NextEra an attractive source of additional income.These development projects tend to be in a competitive market and thus can earn higher returns on equity than traditional utility power where returns are generally set by state regulators.Additionally, NextEra has benefited in a huge way from passive index fund flows. NextEra scores highly on environmental, social and governance (ESG) standards and thus is a leading investment for many funds in the socially-conscious, green, and millennial categories.As more and more money floods into these ESG-type investments, NextEra should be one of the largest recipients of these inflows.Consolidated EdisonSource: Pand P Studio / Shutterstock.comConsolidated Edison is another of the pioneers in the renewable utility space. The New York City power company is one of the world’s oldest power utilities.Even with its storied history, it has managed to keep up with the times. Indeed, today, it’s now the second-largest operator of utility-scale solar power in the U.S.That’s good in its own right. Given the political climate on the East Coast, the renewable focus is particularly useful. ConEd is already ahead of the curve in terms of upping its investments in green energy while other utilities will have to rush to meet phase-outs around the use of dirtier fuels.\\From an investor’s perspective, ConEd is a classic growth and income holding. The company has increased its dividend for 48 years in a row, making it one of the few Dividend Aristocrats in the power utility sector. ED stock has delivered steadily rising dividends and some capital appreciation for decades, and its quick adoption of renewables should keep that streak going for many years to come.Ormat TechnologiesSource: riekephotos / Shutterstock.comOrmat Technologies is the global leader in geothermal power generation. The company was founded way back in 1965 and has developed more than 190 power plants over the decades. It has been in the green energy game for a long time, giving it a level of domain expertise and cyclical knowledge that most newer rivals don’t yet possess.For a long time, analysts viewed geothermal as a fringe alternative in the power generation business. However, it has really had its moment to shine over the past few years. That’s due to geothermal’s much higher reliability. Geothermal is almost always available, making it a baseload generator that doesn’t experience the sorts of drastic fluctuations in supply that you see with wind or solar.Sure, geothermal has drawbacks. It is often in remote locations, costs can be somewhat unattractive at times, and it’s harder to build at vast scale compared to other alternatives. However, in a world that is rapidly discovering some drawbacks with intermittent green power sources, geothermal has carved out a solid space for itself.Ormat in particular is profitable and has an attractive business outlook. ORA stock was fairly quiet between the mid-2000s and 2015. However, since then, shares as much as quintupled before hitting their peak in 2021. Since then, like so many growth stocks, Ormat’s shares have sharply from their peak. However, the long-term trajectory should keep pointing upward.Atlantica Sustainable InfrastructureSource: Chart by Josh EnomotoOne of the more interesting trends in natural resources of the past decade has been royalty companies. Specialty finance firms will provide financing to an oil & gas or mining company, and, in return, get a stream of mineral production once the project comes online.Atlantica is offering investors a similar sort of structure in the renewable energy space. It finances renewable energy projects that are set to be built. After the renewable power generation asset is up and running, Atlantica offloads energy to end purchasers and gets to keep a favorable spread. This gives investors a royalty structure that should deliver steadier returns and a solid dividend from what has historically been a volatile industry.Atlantica does have some other assets as well, namely investments in water, transmission lines, and natural gas. However, roughly 75% of its assets are in renewables such as wind and geothermal. AY stock currently offers a 5.5% dividend yield, making it an interest choice for green energy investors that also want some immediate income.General ElectricSource: testing / Shutterstock.comFinally, for investors that want a broader industrial play with emphasis on green energy exposure, don’t forget about GE.General Electric has been on a multi-year journey to turn its business around and rectify the errors of past management teams. This transformation continues at aggressive speed under star CEO Larry Culp. GE is unloading its large aircraft leasing business and has several more asset divestures and spins on the way.It’s a complicated company, and the name GE leaves many investors with a bad taste. However, operating results are picking up steam and analysts see it as quite cheap. Morningstar’s Joshua Aguilar currently pegsfair value at $133versus a current share price around $100. That’s an attractive discount, and GE stock gives investors exposure to solid power assets such as its wind turbines and power grid systems solutions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096351425,"gmtCreate":1644313773528,"gmtModify":1676533911372,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Anger]&nbsp;[Anger]&nbsp;[Anger]&nbsp;","listText":"[Anger]&nbsp;[Anger]&nbsp;[Anger]&nbsp;","text":"[Anger] [Anger] [Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096351425","repostId":"1142873559","repostType":2,"repost":{"id":"1142873559","kind":"news","pubTimestamp":1644279607,"share":"https://ttm.financial/m/news/1142873559?lang=&edition=fundamental","pubTime":"2022-02-08 08:20","market":"us","language":"en","title":"Netflix vs. Facebook: Which is the better stock after those shocking earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142873559","media":"MarketWatch","summary":"Both have recovered from steep declines in the past. Can they do it again? MarketWatch photo illustr","content":"<html><head></head><body><p>Both have recovered from steep declines in the past. Can they do it again? </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65f98bd10117e83090323ce1050443ed\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>MarketWatch photo illustration/iStockphoto</span></p><p>Perhaps no two stocks have made more headlines in recent weeks than one-time growth darlings Netflix and Facebook.</p><p>Netflix was the first to flop, plunging in the wake of earnings to a new 52-week low of around $351 on Jan. 26 – its lowest level since the first half of 2020 and down about 50% from its 52-week high. It has since recovered somewhat, to around $400.</p><p>Then came Facebook parent Meta Platforms.After its own challenging earnings report, it lost a staggering $230 billion or so in market value in a single session. It, too, dropped back to early 2020 levels, though it “only” has fallen about 40% from its 52-week high. Unlike Netflix, it hasn’t had a bounce.</p><p>It’s theoretically possible to “catch a falling knife,” as the old Wall Street saying goes. But it’s also very likely you’ll get your fingers cut off if you plow cash into stocks that have fallen hard and fallen for good reason. On the other hand, both Netflix and Facebook stocks have fallen hard before … and ended up making investors a lot of money.</p><p>If you’re wondering whether this is another one of those lucrative buying opportunities, here’s a look at where these stocks are now – and which one is “less bad” than the other.</p><p>Just be warned that you’d be living dangerously.</p><p><b>Netflix</b></p><p>Shares in the streaming video were hammered in large part because of the slowing subscriber growth disclosed in its fourth-quarter earnings report. The company added just under 8.3 million worldwide subs, significantly fewer than the 8.5 million subscribers added in the fourth quarter of 2020. Even worse, Netflix offered a “borderline catastrophic” forecast of just 2.5 million subscriber adds for the current quarter – a huge drop from 3.98 million it added in its 2021 first quarter. Analysts had been hoping for 6.93 million adds – almost three times what Netflix is now forecasting. So it’s no surprise we saw such a violent reaction.</p><p>Now, it wasn’t all bad or all unexpected. Netflix added more subscribers than the 8.19 million that analysts had forecast. Earnings per share blew away expectations at $1.33 vs. forecasts of just 82 cents.</p><p>But for a long time, we’ve been talking about the threat of market saturation and competition taking a toll on Netflix’s growth metrics. Yet while the big multiples on future earnings and sales have come down a bit since the stock’s plunge, the numbers are still stunning. Look at that forward P/E of 36.9 and a forward price/sales of about 5.5. Larger media rival Walt Disney Co. is about 30.4 and 3.6 on both those metrics, by way of example.</p><p>What’s more, Disney has theatrical releases and theme parks and merchandising to fall back on. Netflix remains a one-trick pony: streaming.</p><p>The major levers it can pull here are adding new viewers or increasing subscription costs (which it did a month ago, ahead of earnings). Of course, higher costs make the service a harder sell, especially when there are so many alternatives.</p><p>It makes you wonder what, if anything, Netflix can do to right the ship.</p><p>To its credit, Netflix continues to release high-performing content such as “Don’t Look Up,” which has been widely praised.</p><p>But Wall Street remains skeptical of whether a few new good shows on the currently dominant streaming platform is enough. For a stock that has long been defined by constant growth, it could be a rough awakening for investors if Netflix instead has become a mature company that simply depends on what it already has.</p><p><b>Facebook</b></p><p>Meta Platforms is no picnic for investors either. It was slammed after a disastrous fourth-quarter earnings report sent shares tumbling more than 20% in a single day.</p><p>In simplest terms, daily active user metrics on the flagship Facebook network were the bad news. For starters, they increased just 5% from a year ago to 1.93 billion, short of targets for 1.95 billion. Plus they actually declined from last quarter.</p><p>Bullish investors may point to other details in the social media giant’s results that weren’t quite so miserable. It posted a modest beat on revenue, as measured by the consensus target of $33.4 billion for sales, thanks in part to exceeding expectations on revenue per user estimates. Longtime watchers of this stock will know that this long-term uptrend in revenue per user has largely been driving results; total users in the key North America and European Union markets have been flatlining for a while.</p><p>But before you take a flyer on Facebook, let’s get to the additional risks, which, frankly, don’t come from any hard numbers and thus may be harder to pin down.</p><p>The company is struggling to deal with users creating multiple Facebook accounts. That makes many wonder if its user numbers are artificially inflated and the disappointing numbers are in fact much, much worse.</p><p>On top of that, privacy concerns may be coming home to roost at long last. After the earnings announcement, there have been reports that something as simple as a change in iPhone privacy settings can wipe $10 billion off earnings this year.</p><p>Then there is now chatter that Meta is “threatening” to pulling out of the European Union with its flagship Facebook and Instagram platforms because of local internet privacy rules. Talk about an empty threat. Abandon one of your largest markets just like that because you don’t like changes in the law? That kind of talk won’t make regulators or legislators back down.</p><p>There is always a chance that some of these dark clouds part and the sun shines again for Meta in the months ahead. However, unlike Netflix and its series of more practical concerns, Meta has made a habit of making terrible headlines when it comes to privacy concerns and bad actors on its platform.</p><p>From documented 2016 election interference by Russia to the 2018 Cambridge Analytica scandal to a $5 billion fine from the FTC in 2019 over privacy violations to chronic misinformation about COVID-19 in the last year or two… this is clearly a pattern.</p><p>It is not an exaggeration to say that Meta is dealing what could be existential threats to its Facebook platform. Even employees know this, and talented engineers are reportedly demanding a “brand tax” to go work at Meta in the current environment for fear they will have a black mark on their resume.</p><p><b>So which one is ‘less bad?’</b></p><p>Netflix may not be perfect. But given the big-picture threats to Meta Platforms, I would be more inclined to grant the streaming giant the benefit of the doubt over a social-media platform that may be just one more bad headline away from obsolescence.</p><p>Both platforms are facing serious challenges to growth because of user issues. But Netflix still seems to at least be the same basic platform, albeit one that’s facing the pressures of market saturation and fierce competition.</p><p>The jury is out on whether Facebook’s current model will even survive, either from consumer backlash or regulatory intervention. That’s a much greater level of uncertainty, so on that reason alone I’d personally steer clear of Meta’s stock at all costs.</p><p>Though honestly, the safest option is to forgo both stocks altogether.</p></body></html>","source":"lsy1603348471595","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>Netflix vs. Facebook: Which is the better stock after those shocking earnings? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nNetflix vs. Facebook: Which is the better stock after those shocking earnings? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/netflix-vs-facebook-which-is-the-better-stock-after-those-shocking-earnings-11644270425?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Both have recovered from steep declines in the past. Can they do it again? MarketWatch photo illustration/iStockphotoPerhaps no two stocks have made more headlines in recent weeks than one-time growth...</p>\n\n<a href=\"https://www.marketwatch.com/story/netflix-vs-facebook-which-is-the-better-stock-after-those-shocking-earnings-11644270425?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.marketwatch.com/story/netflix-vs-facebook-which-is-the-better-stock-after-those-shocking-earnings-11644270425?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142873559","content_text":"Both have recovered from steep declines in the past. Can they do it again? MarketWatch photo illustration/iStockphotoPerhaps no two stocks have made more headlines in recent weeks than one-time growth darlings Netflix and Facebook.Netflix was the first to flop, plunging in the wake of earnings to a new 52-week low of around $351 on Jan. 26 – its lowest level since the first half of 2020 and down about 50% from its 52-week high. It has since recovered somewhat, to around $400.Then came Facebook parent Meta Platforms.After its own challenging earnings report, it lost a staggering $230 billion or so in market value in a single session. It, too, dropped back to early 2020 levels, though it “only” has fallen about 40% from its 52-week high. Unlike Netflix, it hasn’t had a bounce.It’s theoretically possible to “catch a falling knife,” as the old Wall Street saying goes. But it’s also very likely you’ll get your fingers cut off if you plow cash into stocks that have fallen hard and fallen for good reason. On the other hand, both Netflix and Facebook stocks have fallen hard before … and ended up making investors a lot of money.If you’re wondering whether this is another one of those lucrative buying opportunities, here’s a look at where these stocks are now – and which one is “less bad” than the other.Just be warned that you’d be living dangerously.NetflixShares in the streaming video were hammered in large part because of the slowing subscriber growth disclosed in its fourth-quarter earnings report. The company added just under 8.3 million worldwide subs, significantly fewer than the 8.5 million subscribers added in the fourth quarter of 2020. Even worse, Netflix offered a “borderline catastrophic” forecast of just 2.5 million subscriber adds for the current quarter – a huge drop from 3.98 million it added in its 2021 first quarter. Analysts had been hoping for 6.93 million adds – almost three times what Netflix is now forecasting. So it’s no surprise we saw such a violent reaction.Now, it wasn’t all bad or all unexpected. Netflix added more subscribers than the 8.19 million that analysts had forecast. Earnings per share blew away expectations at $1.33 vs. forecasts of just 82 cents.But for a long time, we’ve been talking about the threat of market saturation and competition taking a toll on Netflix’s growth metrics. Yet while the big multiples on future earnings and sales have come down a bit since the stock’s plunge, the numbers are still stunning. Look at that forward P/E of 36.9 and a forward price/sales of about 5.5. Larger media rival Walt Disney Co. is about 30.4 and 3.6 on both those metrics, by way of example.What’s more, Disney has theatrical releases and theme parks and merchandising to fall back on. Netflix remains a one-trick pony: streaming.The major levers it can pull here are adding new viewers or increasing subscription costs (which it did a month ago, ahead of earnings). Of course, higher costs make the service a harder sell, especially when there are so many alternatives.It makes you wonder what, if anything, Netflix can do to right the ship.To its credit, Netflix continues to release high-performing content such as “Don’t Look Up,” which has been widely praised.But Wall Street remains skeptical of whether a few new good shows on the currently dominant streaming platform is enough. For a stock that has long been defined by constant growth, it could be a rough awakening for investors if Netflix instead has become a mature company that simply depends on what it already has.FacebookMeta Platforms is no picnic for investors either. It was slammed after a disastrous fourth-quarter earnings report sent shares tumbling more than 20% in a single day.In simplest terms, daily active user metrics on the flagship Facebook network were the bad news. For starters, they increased just 5% from a year ago to 1.93 billion, short of targets for 1.95 billion. Plus they actually declined from last quarter.Bullish investors may point to other details in the social media giant’s results that weren’t quite so miserable. It posted a modest beat on revenue, as measured by the consensus target of $33.4 billion for sales, thanks in part to exceeding expectations on revenue per user estimates. Longtime watchers of this stock will know that this long-term uptrend in revenue per user has largely been driving results; total users in the key North America and European Union markets have been flatlining for a while.But before you take a flyer on Facebook, let’s get to the additional risks, which, frankly, don’t come from any hard numbers and thus may be harder to pin down.The company is struggling to deal with users creating multiple Facebook accounts. That makes many wonder if its user numbers are artificially inflated and the disappointing numbers are in fact much, much worse.On top of that, privacy concerns may be coming home to roost at long last. After the earnings announcement, there have been reports that something as simple as a change in iPhone privacy settings can wipe $10 billion off earnings this year.Then there is now chatter that Meta is “threatening” to pulling out of the European Union with its flagship Facebook and Instagram platforms because of local internet privacy rules. Talk about an empty threat. Abandon one of your largest markets just like that because you don’t like changes in the law? That kind of talk won’t make regulators or legislators back down.There is always a chance that some of these dark clouds part and the sun shines again for Meta in the months ahead. However, unlike Netflix and its series of more practical concerns, Meta has made a habit of making terrible headlines when it comes to privacy concerns and bad actors on its platform.From documented 2016 election interference by Russia to the 2018 Cambridge Analytica scandal to a $5 billion fine from the FTC in 2019 over privacy violations to chronic misinformation about COVID-19 in the last year or two… this is clearly a pattern.It is not an exaggeration to say that Meta is dealing what could be existential threats to its Facebook platform. Even employees know this, and talented engineers are reportedly demanding a “brand tax” to go work at Meta in the current environment for fear they will have a black mark on their resume.So which one is ‘less bad?’Netflix may not be perfect. But given the big-picture threats to Meta Platforms, I would be more inclined to grant the streaming giant the benefit of the doubt over a social-media platform that may be just one more bad headline away from obsolescence.Both platforms are facing serious challenges to growth because of user issues. But Netflix still seems to at least be the same basic platform, albeit one that’s facing the pressures of market saturation and fierce competition.The jury is out on whether Facebook’s current model will even survive, either from consumer backlash or regulatory intervention. That’s a much greater level of uncertainty, so on that reason alone I’d personally steer clear of Meta’s stock at all costs.Though honestly, the safest option is to forgo both stocks altogether.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098451189,"gmtCreate":1644210034866,"gmtModify":1676533900148,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098451189","repostId":"1113425409","repostType":2,"repost":{"id":"1113425409","kind":"news","pubTimestamp":1644206561,"share":"https://ttm.financial/m/news/1113425409?lang=&edition=fundamental","pubTime":"2022-02-07 12:02","market":"us","language":"en","title":"Tesla Is Said to Be Developing App Store to Rival Apple and Android","url":"https://stock-news.laohu8.com/highlight/detail?id=1113425409","media":"The Driven","summary":"Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicl","content":"<html><head></head><body><p>Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.</p><p>The question of whether Tesla is working on an app store surfaced after the latest version 11 update of Tesla’s in-car interface in December, when Tesla introduced a customisable icon bar at the bottom of the touchscreen.</p><p>This led some to speculate that Tesla boss Elon Musk would announce the app initiative at the company’s latest earnings call in late January, but this did not eventuate.</p><p>Now, the view that Tesla could already be developing an app store has been given more legs, after Sawyer Merritt, a Tesla investor considered to be “in the know”, retweeted a video of late Apple CEO Steve Jobs introducing the App Store on Twitter, saying “Rumor has it something similar is coming soon to something with four wheels that starts with a T.”</p><p><img src=\"https://static.tigerbbs.com/2aaef2b9080fac6a2db96cfc222fd69a\" tg-width=\"664\" tg-height=\"803\" width=\"100%\" height=\"auto\"/></p><p>This was quickly retweeted by Teslascope, the Twitter account of a Tesla trip tracking app by the same name.</p><p>“The rumor is out! Tesla has been working on their own “App Store” since around May 2021 and will launch before deliveries of the Cybertruck. This is what we expected to be shared during the earnings call, although@elonmuskdid share this would be the year of “software”,” it posted.</p><p>Teslascope went on to clarify: “Given this not being mentioned during the earnings call, it is our belief that the intended launch period may have been extended, although work has been in progress since the inception of V11 UI with the refreshed Model S/X.”</p><p><img src=\"https://static.tigerbbs.com/3703ccd93dfda3e688b573b5f2d0dc1e\" tg-width=\"665\" tg-height=\"777\" width=\"100%\" height=\"auto\"/></p><p>We must note that Musk has not specifically said 2022 will be the “year of software” anywhere that we have been able to track down.</p><p>What he HAS said is that, “Tesla is as much a software company as it is a hardware company, both in car and in factory. This is not widely understood.”</p><p><img src=\"https://static.tigerbbs.com/61f2ce6729e18d39c9c6dd66920e072f\" tg-width=\"830\" tg-height=\"535\" width=\"100%\" height=\"auto\"/></p><p>The reference to the “year of software” likely refers to comments made by Musk in the Tesla Q4 2021 earnings call that its full self-driving (FSD) software would be the “biggest increase in asset value of any asset class in history.”</p><p>This was echoed by CFO Zachary Kirkhorn who said: “With the rapid development of FSD, software-based profits will ultimately become a strong addition to the profits generated by selling hardware,” and that, “the software portion of the business, I think, is the one to really pay attention to.”</p><p>If Tesla were to introduce an app store it could add another interesting facet to the pioneering electric brand, which has spearheaded the concept of “software on wheels” with its range of electric cars.</p><p>It’s also been argued that by deploying an app store, Tesla would be able to create another revenue stream to add to products like self-driving subscriptions.</p><p>It’s not like Tesla needs to introduce apps to compete with the likes of Volvo and Polestar, which have integrated Android Automotive into their EVs making it possible to access vehicle-specific apps via Google Play Store, but having long ago ruled out the integration of Car Play and Android Auto (both phone mirroring systems not to be confused with Android Automotive) into its electric cars, Tesla may have long been planning its own app store venture.</p><p>While one user pointed out that the revenue generated from introducing apps might not generate a lot of revenue per car, there’s more to having a proprietary app store than just raking in app subscriptions.</p><p>After all, people don’t replace their cars at the same rate that they replace their smartphones, and are not owned by every teenager and child in the playground either.</p><p><img src=\"https://static.tigerbbs.com/bf547f7e17bfd29098b114e01a1df78f\" tg-width=\"832\" tg-height=\"638\" width=\"100%\" height=\"auto\"/></p><p>But they are a much higher order product, generating thousands more in revenue per item than a phone.</p><p>The keyword is “ecosystem”. It is the same concept that keeps users tied to iPhones or Android-based phones year after year. Once a driver has their systems set up on a particular operating system, they are much more reticent to change brands – something that has the potential to further cement Tesla as that leading carmaker on the planet for years to come.</p><p>That’s not even with the deployment of full self-driving taken into account, which could have the effect of reducing the number of cars owned per capita (a good thing) but could also further place Tesla in front – when and if it finally deploys it as a fully working autonomous driving system.</p><p>Which reminds us, where is the Apple EV?</p></body></html>","source":"lsy1644206623939","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Said to Be Developing App Store to Rival Apple and Android</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Said to Be Developing App Store to Rival Apple and Android\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/><strong>The Driven</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.The question of whether...</p>\n\n<a href=\"https://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/\">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://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113425409","content_text":"Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.The question of whether Tesla is working on an app store surfaced after the latest version 11 update of Tesla’s in-car interface in December, when Tesla introduced a customisable icon bar at the bottom of the touchscreen.This led some to speculate that Tesla boss Elon Musk would announce the app initiative at the company’s latest earnings call in late January, but this did not eventuate.Now, the view that Tesla could already be developing an app store has been given more legs, after Sawyer Merritt, a Tesla investor considered to be “in the know”, retweeted a video of late Apple CEO Steve Jobs introducing the App Store on Twitter, saying “Rumor has it something similar is coming soon to something with four wheels that starts with a T.”This was quickly retweeted by Teslascope, the Twitter account of a Tesla trip tracking app by the same name.“The rumor is out! Tesla has been working on their own “App Store” since around May 2021 and will launch before deliveries of the Cybertruck. This is what we expected to be shared during the earnings call, although@elonmuskdid share this would be the year of “software”,” it posted.Teslascope went on to clarify: “Given this not being mentioned during the earnings call, it is our belief that the intended launch period may have been extended, although work has been in progress since the inception of V11 UI with the refreshed Model S/X.”We must note that Musk has not specifically said 2022 will be the “year of software” anywhere that we have been able to track down.What he HAS said is that, “Tesla is as much a software company as it is a hardware company, both in car and in factory. This is not widely understood.”The reference to the “year of software” likely refers to comments made by Musk in the Tesla Q4 2021 earnings call that its full self-driving (FSD) software would be the “biggest increase in asset value of any asset class in history.”This was echoed by CFO Zachary Kirkhorn who said: “With the rapid development of FSD, software-based profits will ultimately become a strong addition to the profits generated by selling hardware,” and that, “the software portion of the business, I think, is the one to really pay attention to.”If Tesla were to introduce an app store it could add another interesting facet to the pioneering electric brand, which has spearheaded the concept of “software on wheels” with its range of electric cars.It’s also been argued that by deploying an app store, Tesla would be able to create another revenue stream to add to products like self-driving subscriptions.It’s not like Tesla needs to introduce apps to compete with the likes of Volvo and Polestar, which have integrated Android Automotive into their EVs making it possible to access vehicle-specific apps via Google Play Store, but having long ago ruled out the integration of Car Play and Android Auto (both phone mirroring systems not to be confused with Android Automotive) into its electric cars, Tesla may have long been planning its own app store venture.While one user pointed out that the revenue generated from introducing apps might not generate a lot of revenue per car, there’s more to having a proprietary app store than just raking in app subscriptions.After all, people don’t replace their cars at the same rate that they replace their smartphones, and are not owned by every teenager and child in the playground either.But they are a much higher order product, generating thousands more in revenue per item than a phone.The keyword is “ecosystem”. It is the same concept that keeps users tied to iPhones or Android-based phones year after year. Once a driver has their systems set up on a particular operating system, they are much more reticent to change brands – something that has the potential to further cement Tesla as that leading carmaker on the planet for years to come.That’s not even with the deployment of full self-driving taken into account, which could have the effect of reducing the number of cars owned per capita (a good thing) but could also further place Tesla in front – when and if it finally deploys it as a fully working autonomous driving system.Which reminds us, where is the Apple EV?","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098155499,"gmtCreate":1644057609366,"gmtModify":1676533886829,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;","listText":"[Surprised]&nbsp;[Surprised]&nbsp;","text":"[Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098155499","repostId":"1196927717","repostType":2,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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: Red Flag Or Opportunity?</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: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">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/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098155552,"gmtCreate":1644057561274,"gmtModify":1676533886830,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098155552","repostId":"1196927717","repostType":2,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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: Red Flag Or Opportunity?</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: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">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/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091692195,"gmtCreate":1643848906132,"gmtModify":1676533862804,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091692195","repostId":"2208678923","repostType":2,"repost":{"id":"2208678923","kind":"news","pubTimestamp":1643846202,"share":"https://ttm.financial/m/news/2208678923?lang=&edition=fundamental","pubTime":"2022-02-03 07:56","market":"us","language":"en","title":"After-Hours Stock Movers: T-Mobile US, Humana Higher; Meta Platforms, Spotify Lower","url":"https://stock-news.laohu8.com/highlight/detail?id=2208678923","media":"StreetInsider","summary":"After-Hours Stock Movers:Meta Platforms (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 wors","content":"<html><head></head><body><p>After-Hours Stock Movers:</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 worse than the analyst estimate of $3.84. Revenue for the quarter came in at $33.67 billion versus the consensus estimate of $33.38 billion. Meta Platforms sees Q1 2022 revenue of $27-29 billion, versus the consensus of $30.1 billion.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (NYSE: SNAP) 18% LOWER; falls on Facebook earnings, guidance.</p><p><a href=\"https://laohu8.com/S/SPOT\">Spotify </a> 9.5% LOWER; reported Q4 EPS of ($0.21), $0.18 better than the analyst estimate of ($0.39). Revenue for the quarter came in at $2.69 billion versus the consensus estimate of $2.65 billion.</p><p><a href=\"https://laohu8.com/S/TTD\">The Trade Desk, Inc. </a> 9.2% LOWER; falls on Facebook earnings, guidance.</p><p><a href=\"https://laohu8.com/S/PINS\">Pinterest, Inc.</a> (NYSE: PINS) 9.2% LOWER; falls on Facebook earnings, guidance.</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, Inc. (NYSE: TWTR) 7.9% LOWER; falls on Facebook earnings, guidance.</p><p>T-Mobile (NASDAQ: TMUS) 7.7% HIGHER; reported Q4 results, with EPS coming in at $0.34, better than the consensus estimate of $0.18. Revenue was $20.79 billion (vs. Street’s $21.09 billion), with Service revenues of $15.0 billion, up 6% year-over-year. The company reported postpaid net account additions of 315,000 in Q4 and 1.2 million in full 2021-year, postpaid net customer additions of 1.8 million in Q4 and 5.5 million in 2021, and postpaid phone net customer additions of 844,000 in Q4 and 2.9 million in 2021.</p><p><a href=\"https://laohu8.com/S/HUM\">Humana </a> 6.5% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.</p><p><a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> 2% LOWER; reported Q1 EPS of $3.23, $0.22 better than the analyst estimate of $3.01. Revenue for the quarter came in at $10.7 billion versus the consensus estimate of $10.41 billion. Qualcomm sees Q2 2022 EPS of $2.80-$3.00, versus the consensus of $2.49. Qualcomm sees Q2 2022 revenue of $10.2-11 billion, versus the consensus of $9.61 billion.</p><p><a href=\"https://laohu8.com/S/CNC\">Centene Corporation </a> 2.2% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.</p><p><a href=\"https://laohu8.com/S/ANTM\">Anthem </a> 1.8% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.</p><h1></h1></body></html>","source":"highlight_streetinsider","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>After-Hours Stock Movers: T-Mobile US, Humana Higher; Meta Platforms, Spotify Lower</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\">\nAfter-Hours Stock Movers: T-Mobile US, Humana Higher; Meta Platforms, Spotify Lower\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 07:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19549113><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Meta Platforms (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 worse than the analyst estimate of $3.84. Revenue for the quarter came in at $33.67 billion versus the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19549113\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","SNAP":"Snap Inc","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","SPOT":"Spotify Technology S.A.","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","HUM":"哈门那","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4508":"社交媒体","TMUS":"T-Mobile US Inc","BK4132":"无线电信业务","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4154":"管理型保健护理"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19549113","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208678923","content_text":"After-Hours Stock Movers:Meta Platforms (NASDAQ: FB) 23% LOWER; reported Q4 EPS of $3.67, $0.17 worse than the analyst estimate of $3.84. Revenue for the quarter came in at $33.67 billion versus the consensus estimate of $33.38 billion. Meta Platforms sees Q1 2022 revenue of $27-29 billion, versus the consensus of $30.1 billion.Snap Inc. (NYSE: SNAP) 18% LOWER; falls on Facebook earnings, guidance.Spotify  9.5% LOWER; reported Q4 EPS of ($0.21), $0.18 better than the analyst estimate of ($0.39). Revenue for the quarter came in at $2.69 billion versus the consensus estimate of $2.65 billion.The Trade Desk, Inc.  9.2% LOWER; falls on Facebook earnings, guidance.Pinterest, Inc. (NYSE: PINS) 9.2% LOWER; falls on Facebook earnings, guidance.Twitter, Inc. (NYSE: TWTR) 7.9% LOWER; falls on Facebook earnings, guidance.T-Mobile (NASDAQ: TMUS) 7.7% HIGHER; reported Q4 results, with EPS coming in at $0.34, better than the consensus estimate of $0.18. Revenue was $20.79 billion (vs. Street’s $21.09 billion), with Service revenues of $15.0 billion, up 6% year-over-year. The company reported postpaid net account additions of 315,000 in Q4 and 1.2 million in full 2021-year, postpaid net customer additions of 1.8 million in Q4 and 5.5 million in 2021, and postpaid phone net customer additions of 844,000 in Q4 and 2.9 million in 2021.Humana  6.5% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.Qualcomm  2% LOWER; reported Q1 EPS of $3.23, $0.22 better than the analyst estimate of $3.01. Revenue for the quarter came in at $10.7 billion versus the consensus estimate of $10.41 billion. Qualcomm sees Q2 2022 EPS of $2.80-$3.00, versus the consensus of $2.49. Qualcomm sees Q2 2022 revenue of $10.2-11 billion, versus the consensus of $9.61 billion.Centene Corporation  2.2% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.Anthem  1.8% HIGHER; the CMS posted a notice on proposed rates for 2023. The CMS sees an expected average change in revenue of 7.98%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091322385,"gmtCreate":1643781367776,"gmtModify":1676533855944,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091322385","repostId":"2208330264","repostType":2,"repost":{"id":"2208330264","kind":"highlight","pubTimestamp":1643761417,"share":"https://ttm.financial/m/news/2208330264?lang=&edition=fundamental","pubTime":"2022-02-02 08:23","market":"us","language":"en","title":"Crypto Crash: 1 Top Cryptocurrency to Buy in a Heartbeat","url":"https://stock-news.laohu8.com/highlight/detail?id=2208330264","media":"Motley Fool","summary":"The promise of real-world use cases makes this an easy investing decision.","content":"<html><head></head><body><p>Since the start of the new year, the cryptocurrency market has lost a jaw-dropping 25% (as of Jan. 27) in 27 days. The Federal Reserve&#39;s intention to start raising interest rates in March is encouraging investors to adopt a risk-off approach. This negatively impacts high-growth stocks, but it also adversely affects digital assets.</p><p>The cryptocurrency market is clearly taking a dive. Consequently, this just might be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best times to buy <b>Ethereum</b> (CRYPTO:ETH), the world&#39;s second-most valuable cryptocurrency. Here&#39;s why. </p><p><img src=\"https://static.tigerbbs.com/5e55778fa4732da24b1a14ed4fcaafa2\" tg-width=\"700\" tg-height=\"478\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>What is Ethereum? </h2><p>As the top programmable blockchain, Ethereum&#39;s network allows developers to build smart contracts on top of it. These are computer programs that self-execute if and when certain conditions are met. Ethereum&#39;s founders set out to create a decentralized, global computing platform functionality that opens up the potential for real-world use cases, as I&#39;ll discuss later. This structure is completely different than <b>Bitcoin</b> (CRYPTO: BTC), which is meant to be a peer-to-peer electronic cash system. </p><p>One of the biggest knocks on Ethereum and Bitcoin relates to their proof-of-work consensus mechanisms. This validation method requires massive amounts of computing power to solve mathematical puzzles in order to verify transactions. It&#39;s extremely energy-intensive and slow. </p><p>But Ethereum is gearing up for a major makeover to solve these problems. </p><h2>Scaling Ethereum </h2><p>A more environmentally friendly and faster consensus system is on the way. Previously dubbed ETH2, but now simply called the consensus layer, the plan is for Ethereum to transition to a proof-of-stake mechanism, where owners of Ether (ETH), the native token, can stake their holdings in order to earn the right to validate new blocks. Proponents view it as a necessary update to make Ethereum more scalable and sustainable. </p><p>Another critical part of the upgrade is the planned introduction of shard chains, set to be completed in 2023. Sharding will improve Ethereum&#39;s capacity significantly by adding 64 new side chains to the entire network. </p><p>Ethereum can only process something like 15 transactions per second (TPS) today, not even remotely enough to handle surging demand. For comparison&#39;s sake, <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> and <b>Mastercard</b> can process tens of thousands of TPS. Because of this limited scalability, whenever network congestion is high, the cost to process transactions, known as gas fees, can skyrocket. The average gas fee right now is $145. If Ethereum ever wants to achieve widespread adoption, this obviously won&#39;t cut it. </p><p>That&#39;s why the implementation of the consensus layer, and a switch to proof-of-stake, will be closely watched this year. It could be a major catalyst for Ethereum&#39;s price.  </p><h2>Proving that real-world use cases exist </h2><p>Scaling Ethereum is extremely vital to its long-term viability, particularly at a time when decentralized applications (dApps), including decentralized finance (DeFi) protocols and non-fungible tokens (NFTs), are gaining in popularity. There are nearly 3,000 dApps, from gaming and social media to security and identity functions, running on Ethereum today. </p><p>Some interesting projects built on top of Ethereum are DeFi services like <b>Aave</b> and <b>Compound</b>. These apps let users deposit their cryptocurrency balances and borrow against them, often at more favorable interest rates than what traditional banks can offer. And when it comes to NFTs, OpenSea is by far the largest platform, having just raised $300 million in funding and now valued at $13.3 billion. </p><p>Ethereum&#39;s programmability can pave the way for a wide range of use cases that can upend numerous industries. And because dApps built on Ethereum&#39;s blockchain require ETH to run, the growth of these innovative projects supports demand, and a rising value, for Ethereum over time. </p><h2>Being able to stomach the volatility </h2><p>While Ethereum definitely shows promise to bring real utility from the cryptocurrency world to the mainstream, its price will continue to be volatile. Investors should brace for this inevitability. Price drawdowns in excess of 50% can and will happen, so you have to ask yourself if this is right for you. </p><p>Although Ethereum has plunged 49% since Nov. 10, it&#39;s still up an incredible 23,000% over the past five years. The recent dip can be a perfect entry point for long-term investors. </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>Crypto Crash: 1 Top Cryptocurrency to Buy in a Heartbeat</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\">\nCrypto Crash: 1 Top Cryptocurrency to Buy in a Heartbeat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-02 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/01/crypto-crash-1-top-crypto-to-buy-in-a-heartbeat/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the start of the new year, the cryptocurrency market has lost a jaw-dropping 25% (as of Jan. 27) in 27 days. The Federal Reserve's intention to start raising interest rates in March is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/01/crypto-crash-1-top-crypto-to-buy-in-a-heartbeat/\">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://www.fool.com/investing/2022/02/01/crypto-crash-1-top-crypto-to-buy-in-a-heartbeat/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208330264","content_text":"Since the start of the new year, the cryptocurrency market has lost a jaw-dropping 25% (as of Jan. 27) in 27 days. The Federal Reserve's intention to start raising interest rates in March is encouraging investors to adopt a risk-off approach. This negatively impacts high-growth stocks, but it also adversely affects digital assets.The cryptocurrency market is clearly taking a dive. Consequently, this just might be one of the best times to buy Ethereum (CRYPTO:ETH), the world's second-most valuable cryptocurrency. Here's why. Image source: Getty Images.What is Ethereum? As the top programmable blockchain, Ethereum's network allows developers to build smart contracts on top of it. These are computer programs that self-execute if and when certain conditions are met. Ethereum's founders set out to create a decentralized, global computing platform functionality that opens up the potential for real-world use cases, as I'll discuss later. This structure is completely different than Bitcoin (CRYPTO: BTC), which is meant to be a peer-to-peer electronic cash system. One of the biggest knocks on Ethereum and Bitcoin relates to their proof-of-work consensus mechanisms. This validation method requires massive amounts of computing power to solve mathematical puzzles in order to verify transactions. It's extremely energy-intensive and slow. But Ethereum is gearing up for a major makeover to solve these problems. Scaling Ethereum A more environmentally friendly and faster consensus system is on the way. Previously dubbed ETH2, but now simply called the consensus layer, the plan is for Ethereum to transition to a proof-of-stake mechanism, where owners of Ether (ETH), the native token, can stake their holdings in order to earn the right to validate new blocks. Proponents view it as a necessary update to make Ethereum more scalable and sustainable. Another critical part of the upgrade is the planned introduction of shard chains, set to be completed in 2023. Sharding will improve Ethereum's capacity significantly by adding 64 new side chains to the entire network. Ethereum can only process something like 15 transactions per second (TPS) today, not even remotely enough to handle surging demand. For comparison's sake, Visa and Mastercard can process tens of thousands of TPS. Because of this limited scalability, whenever network congestion is high, the cost to process transactions, known as gas fees, can skyrocket. The average gas fee right now is $145. If Ethereum ever wants to achieve widespread adoption, this obviously won't cut it. That's why the implementation of the consensus layer, and a switch to proof-of-stake, will be closely watched this year. It could be a major catalyst for Ethereum's price.  Proving that real-world use cases exist Scaling Ethereum is extremely vital to its long-term viability, particularly at a time when decentralized applications (dApps), including decentralized finance (DeFi) protocols and non-fungible tokens (NFTs), are gaining in popularity. There are nearly 3,000 dApps, from gaming and social media to security and identity functions, running on Ethereum today. Some interesting projects built on top of Ethereum are DeFi services like Aave and Compound. These apps let users deposit their cryptocurrency balances and borrow against them, often at more favorable interest rates than what traditional banks can offer. And when it comes to NFTs, OpenSea is by far the largest platform, having just raised $300 million in funding and now valued at $13.3 billion. Ethereum's programmability can pave the way for a wide range of use cases that can upend numerous industries. And because dApps built on Ethereum's blockchain require ETH to run, the growth of these innovative projects supports demand, and a rising value, for Ethereum over time. Being able to stomach the volatility While Ethereum definitely shows promise to bring real utility from the cryptocurrency world to the mainstream, its price will continue to be volatile. Investors should brace for this inevitability. Price drawdowns in excess of 50% can and will happen, so you have to ask yourself if this is right for you. Although Ethereum has plunged 49% since Nov. 10, it's still up an incredible 23,000% over the past five years. The recent dip can be a perfect entry point for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091934536,"gmtCreate":1643762110677,"gmtModify":1676533852104,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091934536","repostId":"2208255351","repostType":2,"repost":{"id":"2208255351","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":1643756280,"share":"https://ttm.financial/m/news/2208255351?lang=&edition=fundamental","pubTime":"2022-02-02 06:58","market":"us","language":"en","title":"AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views","url":"https://stock-news.laohu8.com/highlight/detail?id=2208255351","media":"Dow Jones","summary":"AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects dea","content":"<html><head></head><body><p>AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.</p><p>Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker&#39;s record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.</p><p><img src=\"https://static.tigerbbs.com/bc9f24982d84021aee4012d576d7d6be\" tg-width=\"904\" tg-height=\"723\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.</p><p>Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has been dealing with shrinking margins, which executives have assured would stay &#34;comfortably above 50%,&#34; or in the 52% to 53% range for the year</p><p>&#34;It&#39;s getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point,&#34; Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.</p><p>For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021&#39;s record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.</p><p>On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company&#39;s footing amid a global chip shortage is steady.</p><p>&#34;We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond,&#34; Su told analysts. &#34;Looking out over the long term, we&#39;re confident in our ability to continue growing significantly faster than the market.&#34;</p><p>Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts&#39; concerns that the company would be locked into those capacity arrangements while admitting that there wasn&#39;t 100% flexibility.</p><p>&#34;We&#39;ve certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have,&#34; Su told analysts. &#34;We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market.&#34;</p><p>On the call, Su also told analysts that the only remaining hurdle to the company&#39;s $35 billion deal to acquire Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> is U.S. Federal Trade Commission approval of the company&#39;s refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.</p><p>AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.</p><p>Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.</p><p>Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.</p><p>In AMD&#39;s computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.</p><p>At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index  is up 16% over that time, the S&amp;P 500 index  has gained 20%, and the tech-heavy Nasdaq Composite Index  has gained 6.5%.</p><p>-Wallace Witkowski</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>February 01, 2022 17:58 ET (22:58 GMT)</p><p>Copyright (c) 2022 Dow Jones &amp; Company, Inc.</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>AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views</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\">\nAMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views\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\">2022-02-02 06:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.</p><p>Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker&#39;s record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.</p><p><img src=\"https://static.tigerbbs.com/bc9f24982d84021aee4012d576d7d6be\" tg-width=\"904\" tg-height=\"723\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.</p><p>Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has been dealing with shrinking margins, which executives have assured would stay &#34;comfortably above 50%,&#34; or in the 52% to 53% range for the year</p><p>&#34;It&#39;s getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point,&#34; Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.</p><p>For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021&#39;s record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.</p><p>On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company&#39;s footing amid a global chip shortage is steady.</p><p>&#34;We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond,&#34; Su told analysts. &#34;Looking out over the long term, we&#39;re confident in our ability to continue growing significantly faster than the market.&#34;</p><p>Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts&#39; concerns that the company would be locked into those capacity arrangements while admitting that there wasn&#39;t 100% flexibility.</p><p>&#34;We&#39;ve certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have,&#34; Su told analysts. &#34;We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market.&#34;</p><p>On the call, Su also told analysts that the only remaining hurdle to the company&#39;s $35 billion deal to acquire Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> is U.S. Federal Trade Commission approval of the company&#39;s refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.</p><p>AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.</p><p>Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.</p><p>Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.</p><p>In AMD&#39;s computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.</p><p>At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index  is up 16% over that time, the S&amp;P 500 index  has gained 20%, and the tech-heavy Nasdaq Composite Index  has gained 6.5%.</p><p>-Wallace Witkowski</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>February 01, 2022 17:58 ET (22:58 GMT)</p><p>Copyright (c) 2022 Dow Jones &amp; Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4534":"瑞士信贷持仓","GFS":"GLOBALFOUNDRIES Inc.","BK4141":"半导体产品","BK4512":"苹果概念","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208255351","content_text":"AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker's record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.AMD $(AMD)$ shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. $(INTC)$ has been dealing with shrinking margins, which executives have assured would stay \"comfortably above 50%,\" or in the 52% to 53% range for the year\"It's getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point,\" Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021's record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company's footing amid a global chip shortage is steady.\"We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond,\" Su told analysts. \"Looking out over the long term, we're confident in our ability to continue growing significantly faster than the market.\"Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts' concerns that the company would be locked into those capacity arrangements while admitting that there wasn't 100% flexibility.\"We've certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have,\" Su told analysts. \"We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market.\"On the call, Su also told analysts that the only remaining hurdle to the company's $35 billion deal to acquire Xilinx Inc. $(XLNX)$ is U.S. Federal Trade Commission approval of the company's refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.In AMD's computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index  is up 16% over that time, the S&P 500 index  has gained 20%, and the tech-heavy Nasdaq Composite Index  has gained 6.5%.-Wallace Witkowski$(END)$ Dow Jones NewswiresFebruary 01, 2022 17:58 ET (22:58 GMT)Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093721779,"gmtCreate":1643715323192,"gmtModify":1676533847621,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093721779","repostId":"1190462109","repostType":2,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093615983,"gmtCreate":1643607448905,"gmtModify":1676533835752,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093615983","repostId":"1125536439","repostType":2,"repost":{"id":"1125536439","kind":"news","pubTimestamp":1643586675,"share":"https://ttm.financial/m/news/1125536439?lang=&edition=fundamental","pubTime":"2022-01-31 07:51","market":"us","language":"en","title":"Stocks Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=1125536439","media":"Barron's","summary":"The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate p","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/340a7d499e07e9f14ea1774eba422745\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/></p><p>The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate profit growth fueled by the reopening has come up against contracting valuations and expectations of tighter monetary policy. While the battle has led to a chaotic period for stocks, the past few weeks have played out logically and according to script. Financial markets are entering their next chapter, and investors are finally rushing to adapt.</p><p>“If the Fed really wants to fight inflation, that means higher long-term interest rates and long-duration assets will not work,” says Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, a global macro investment manager with about $16 billion in assets. “The problem is that everyone came into the year long long-duration assets.”</p><p>Long-duration assets, including many growth stocks and long-term bonds, are particularly sensitive to changes in interest rates. As rates rise, the present value of future cash flows declines, lowering today’s prices.</p><p>The S&amp;P 500 index is down 7% this year. (Friday’s late-day rally helped stocks avoid a fourth-straight week of declines.) Losses in the tech-heavy Nasdaq Composite are even greater, while the small-cap Russell 2000 is in a bear market. For many investors, the selloff feels unfamiliar—there hasn’t been a 10% correction in the S&amp;P 500 since March 2020, and the index had just one 5% pullback in all of 2021.</p><p>But 2022 could actually be closer to normal, with the recent low-volatility conditions more the exception. Since the S&amp;P 500 was created in 1957, the index has averaged about one 10% decline and more than three 5% declines every year, according to Dow Jones Market Data. The good news is that selloffs create opportunities, and 2022’s is unlikely to be different.</p><p>Jack Ablin, CIO at Cresset Capital, calls January’s drop a “garden variety technical correction,” as opposed to a more pernicious cyclical downturn or systemic problem facing the market. Stocks aren’t falling because analysts are lowering profit forecasts en masse, or because economists are predicting a recession on the horizon. Instead, the correction has taken place because of how richly the market is valued.</p><p>“Valuations may have gotten out of whack, and now we’re experiencing a revaluation of the market because interest rates are going up,” says Ablin, whose firm manages about $22 billion. “It’s like ripping a Band-Aid off.”</p><p><b>Great Expectations</b></p><p>On Wednesday, Federal Reserve Chairman Jerome Powell made it clear that it’s not the central bank’s job to put a floor under the market—the so-called Fed put. He remarked that asset prices remain “somewhat elevated,” and noted that households had plenty of savings and could withstand further declines before the situation begins to be a meaningful problem for the U.S. economy.</p><p>The Fed is set to begin lifting its target interest-rate range from near zero as soon as March, with bond-market pricing suggesting a total of five quarter-point increases in 2022. Back in October, the market had priced in just one hike. That shift in expectations has been felt in Treasuries, where yields have risen, and in high-multiple stocks and other particularly pricey assets.</p><p>Buzzy technology stocks trading for eye-watering multiples of future expected revenues, unprofitable initial public offerings, special purpose acquisition company mergers, meme stocks, and cryptocurrencies are among the biggest losers this year. Meanwhile, the 10-year Treasury note’s yield has risen by 0.28 of a percentage point in 2022, to 1.78%, as its price has declined.</p><p>Credit markets and many overseas stock indexes have held up much better than the S&amp;P 500 and Nasdaq, and the price of gold is down, confirming that the recent scare isn’t about a general flight to safety.</p><p>“Fundamentals, generally speaking, remain quite stable and in good shape,” says Dubravko Lakos-Bujas, J.P. Morgan’s chief U.S. equity strategist. “It’s really a question of multiples.”</p><p><b>Powering Through</b></p><p>In fact, the early 2022 selloff has fallen neatly along valuation lines. Through Wednesday, S&amp;P 500 stocks with low price/earnings ratios had outperformed those with high multiples by 11.5 percentage points since the start of 2022, according to Patrick Palfrey, co-head of quantitative research at Credit Suisse.</p><p>The same dynamic is true across sectors. That pattern should hold up as interest rates and bond yields continue to rise this year. Other defensive stock characteristics—think low leverage or high returns on equity—have been less of a factor.</p><p>“The valuation gap between the expensive and cheaper stocks is still very high, relative to history,” Palfrey says. “There’s a fair amount of opportunity for cheap companies to continue outperforming from here.”</p><p>One way in which 2022 might differ is that traditionally cheap sectors are getting even cheaper because of postpandemic, reopening patterns. That’s as pricier growth stocks face tough comparisons to a strong 2021.</p><p>Energy stocks are expected to grow earnings per share by 45% this year, with industrials up by 39%. Technology, meanwhile, is seen increasing EPS by just 9%.</p><p>It’s another sign that the economy isn’t the problem.</p><p><b>Volatility Spike</b></p><p>“A hawkish Fed and interest-rate increases don’t necessarily equate to the end of the bull market, as long as economic growth remains strong,” says Nuveen CIO Saira Malik.</p><p>Malik, who also manages the $139 billion College Retirement Equities fund, favors companies that can control their own fate in an inflationary environment and growing economy. Energy stocks are one option. They offer commodity exposure that should insulate them against inflation while benefiting from a global economic reopening. Malik points to Pioneer Natural Resources (ticker: PXD) and Valero Energy (VLO), in particular.</p><p>Malik also likes some established front-office software companies whose stocks have been punished. Those include Salesforce.com (CRM), which is down 28% since mid-November, and HubSpot (HUBS), off 46%. Unlike stay-at-home pandemic winners, Salesforce and HubSpot should benefit from a return to the office and increased corporate spending.</p><p>Given inflation uncertainty, volatile markets, and a rising-rate environment, Cresset’s Ablin recommends a similar quality bent, with a focus on dividend-paying shares. He likes Abbott Laboratories (ABT), Johnson &amp; Johnson (JNJ), 3M (MMM), Caterpillar (CAT), Automatic Data Processing (ADP), and McDonald’s (MCD).</p><p>In the near term, some of the big losers in January—technology stocks, biotechs, and small-caps—could see a rebound, says Lakos-Bujas, but not because uncertainty around inflation and Fed policy are going away. Rather, the market just looks to be in oversold territory.</p><p>Investor sentiment—based on the Investor Sentiment Survey from the American Association of Individual Investors, along with the Hulbert Stock Newsletter Sentiment Index—is at its most bearish level since the March 2020 selloff. Those are contrarian indicators, with history suggesting positive market returns going forward when they’ve reached similar levels. It recalls the Warren Buffett adage about being fearful when others are greedy, and greedy when others are fearful.</p><p>Valuations are now relatively undemanding, as well. The S&amp;P 500 closed the week with a forward price/earnings ratio of 20.1 times. That’s only one point higher than the index’s valuation at the end of 2019, before the Covid-19 pandemic hit, and before Tesla (TSLA) joined the S&amp;P 500.</p><p>Even traders have gotten more defensive, with the S&amp;P 500 put-to-call ratio spiking since the start of the year. That’s a sign investors are looking to hedge their market exposure, according to Michael Green, a portfolio manager and chief strategist at Simplify Asset Management, which offers several exchange-traded funds with options-based strategies. The firm’s largest ETF is the Simplify US Equity PLUS Downside Convexity (SPD), which aims to protect returns during volatile drawdowns.</p><p>If the past week felt particularly turbulent, that’s because market volatility can breed more volatility, Green observes. As demand rises for put options—which increase in value as the price of a security falls—options writers often add to the selling pressure. In order to hedge their market exposure and limit risk, they may short the same stocks they’ve sold puts on. That has contributed to the massive swings seen in recent days, and it works in both directions.</p><p>For investors, the volatility is painful, but selling out now would be a mistake. Instead, investors should use the selloff to rebalance their portfolios.</p><p>“When you see incredible volatility, that’s when you need to be maximally dispassionate,” Bernstein says. “Volatility tells you that leadership is changing in the market.”</p><p>Growth stocks won’t be the leaders in the next phase—bad news for tech and good news for more sleepy corners of the market. And over the past weeks, investors have finally woken up to that idea—seemingly all at once.</p></body></html>","source":"lsy1610680873436","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 Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities</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 Have Had Their Worst January Since 2008. That’s Creating Buying Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-volatility-investing-opportunities-51643420533?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate profit growth fueled by the reopening has come up against contracting valuations and expectations of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-volatility-investing-opportunities-51643420533?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stock-market-volatility-investing-opportunities-51643420533?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125536439","content_text":"The 2022 market was always going to be a tug of war between earnings and interest rates. Corporate profit growth fueled by the reopening has come up against contracting valuations and expectations of tighter monetary policy. While the battle has led to a chaotic period for stocks, the past few weeks have played out logically and according to script. Financial markets are entering their next chapter, and investors are finally rushing to adapt.“If the Fed really wants to fight inflation, that means higher long-term interest rates and long-duration assets will not work,” says Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, a global macro investment manager with about $16 billion in assets. “The problem is that everyone came into the year long long-duration assets.”Long-duration assets, including many growth stocks and long-term bonds, are particularly sensitive to changes in interest rates. As rates rise, the present value of future cash flows declines, lowering today’s prices.The S&P 500 index is down 7% this year. (Friday’s late-day rally helped stocks avoid a fourth-straight week of declines.) Losses in the tech-heavy Nasdaq Composite are even greater, while the small-cap Russell 2000 is in a bear market. For many investors, the selloff feels unfamiliar—there hasn’t been a 10% correction in the S&P 500 since March 2020, and the index had just one 5% pullback in all of 2021.But 2022 could actually be closer to normal, with the recent low-volatility conditions more the exception. Since the S&P 500 was created in 1957, the index has averaged about one 10% decline and more than three 5% declines every year, according to Dow Jones Market Data. The good news is that selloffs create opportunities, and 2022’s is unlikely to be different.Jack Ablin, CIO at Cresset Capital, calls January’s drop a “garden variety technical correction,” as opposed to a more pernicious cyclical downturn or systemic problem facing the market. Stocks aren’t falling because analysts are lowering profit forecasts en masse, or because economists are predicting a recession on the horizon. Instead, the correction has taken place because of how richly the market is valued.“Valuations may have gotten out of whack, and now we’re experiencing a revaluation of the market because interest rates are going up,” says Ablin, whose firm manages about $22 billion. “It’s like ripping a Band-Aid off.”Great ExpectationsOn Wednesday, Federal Reserve Chairman Jerome Powell made it clear that it’s not the central bank’s job to put a floor under the market—the so-called Fed put. He remarked that asset prices remain “somewhat elevated,” and noted that households had plenty of savings and could withstand further declines before the situation begins to be a meaningful problem for the U.S. economy.The Fed is set to begin lifting its target interest-rate range from near zero as soon as March, with bond-market pricing suggesting a total of five quarter-point increases in 2022. Back in October, the market had priced in just one hike. That shift in expectations has been felt in Treasuries, where yields have risen, and in high-multiple stocks and other particularly pricey assets.Buzzy technology stocks trading for eye-watering multiples of future expected revenues, unprofitable initial public offerings, special purpose acquisition company mergers, meme stocks, and cryptocurrencies are among the biggest losers this year. Meanwhile, the 10-year Treasury note’s yield has risen by 0.28 of a percentage point in 2022, to 1.78%, as its price has declined.Credit markets and many overseas stock indexes have held up much better than the S&P 500 and Nasdaq, and the price of gold is down, confirming that the recent scare isn’t about a general flight to safety.“Fundamentals, generally speaking, remain quite stable and in good shape,” says Dubravko Lakos-Bujas, J.P. Morgan’s chief U.S. equity strategist. “It’s really a question of multiples.”Powering ThroughIn fact, the early 2022 selloff has fallen neatly along valuation lines. Through Wednesday, S&P 500 stocks with low price/earnings ratios had outperformed those with high multiples by 11.5 percentage points since the start of 2022, according to Patrick Palfrey, co-head of quantitative research at Credit Suisse.The same dynamic is true across sectors. That pattern should hold up as interest rates and bond yields continue to rise this year. Other defensive stock characteristics—think low leverage or high returns on equity—have been less of a factor.“The valuation gap between the expensive and cheaper stocks is still very high, relative to history,” Palfrey says. “There’s a fair amount of opportunity for cheap companies to continue outperforming from here.”One way in which 2022 might differ is that traditionally cheap sectors are getting even cheaper because of postpandemic, reopening patterns. That’s as pricier growth stocks face tough comparisons to a strong 2021.Energy stocks are expected to grow earnings per share by 45% this year, with industrials up by 39%. Technology, meanwhile, is seen increasing EPS by just 9%.It’s another sign that the economy isn’t the problem.Volatility Spike“A hawkish Fed and interest-rate increases don’t necessarily equate to the end of the bull market, as long as economic growth remains strong,” says Nuveen CIO Saira Malik.Malik, who also manages the $139 billion College Retirement Equities fund, favors companies that can control their own fate in an inflationary environment and growing economy. Energy stocks are one option. They offer commodity exposure that should insulate them against inflation while benefiting from a global economic reopening. Malik points to Pioneer Natural Resources (ticker: PXD) and Valero Energy (VLO), in particular.Malik also likes some established front-office software companies whose stocks have been punished. Those include Salesforce.com (CRM), which is down 28% since mid-November, and HubSpot (HUBS), off 46%. Unlike stay-at-home pandemic winners, Salesforce and HubSpot should benefit from a return to the office and increased corporate spending.Given inflation uncertainty, volatile markets, and a rising-rate environment, Cresset’s Ablin recommends a similar quality bent, with a focus on dividend-paying shares. He likes Abbott Laboratories (ABT), Johnson & Johnson (JNJ), 3M (MMM), Caterpillar (CAT), Automatic Data Processing (ADP), and McDonald’s (MCD).In the near term, some of the big losers in January—technology stocks, biotechs, and small-caps—could see a rebound, says Lakos-Bujas, but not because uncertainty around inflation and Fed policy are going away. Rather, the market just looks to be in oversold territory.Investor sentiment—based on the Investor Sentiment Survey from the American Association of Individual Investors, along with the Hulbert Stock Newsletter Sentiment Index—is at its most bearish level since the March 2020 selloff. Those are contrarian indicators, with history suggesting positive market returns going forward when they’ve reached similar levels. It recalls the Warren Buffett adage about being fearful when others are greedy, and greedy when others are fearful.Valuations are now relatively undemanding, as well. The S&P 500 closed the week with a forward price/earnings ratio of 20.1 times. That’s only one point higher than the index’s valuation at the end of 2019, before the Covid-19 pandemic hit, and before Tesla (TSLA) joined the S&P 500.Even traders have gotten more defensive, with the S&P 500 put-to-call ratio spiking since the start of the year. That’s a sign investors are looking to hedge their market exposure, according to Michael Green, a portfolio manager and chief strategist at Simplify Asset Management, which offers several exchange-traded funds with options-based strategies. The firm’s largest ETF is the Simplify US Equity PLUS Downside Convexity (SPD), which aims to protect returns during volatile drawdowns.If the past week felt particularly turbulent, that’s because market volatility can breed more volatility, Green observes. As demand rises for put options—which increase in value as the price of a security falls—options writers often add to the selling pressure. In order to hedge their market exposure and limit risk, they may short the same stocks they’ve sold puts on. That has contributed to the massive swings seen in recent days, and it works in both directions.For investors, the volatility is painful, but selling out now would be a mistake. Instead, investors should use the selloff to rebalance their portfolios.“When you see incredible volatility, that’s when you need to be maximally dispassionate,” Bernstein says. “Volatility tells you that leadership is changing in the market.”Growth stocks won’t be the leaders in the next phase—bad news for tech and good news for more sleepy corners of the market. And over the past weeks, investors have finally woken up to that idea—seemingly all at once.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099289189,"gmtCreate":1643366054452,"gmtModify":1676533811532,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099289189","repostId":"1191406672","repostType":2,"repost":{"id":"1191406672","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643361443,"share":"https://ttm.financial/m/news/1191406672?lang=&edition=fundamental","pubTime":"2022-01-28 17:17","market":"us","language":"en","title":"7 Stocks To Watch For January 28, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1191406672","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Chevron Corporation to","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Chevron Corporation</b> to report quarterly earnings at $3.10 per share on revenue of $44.80 billion before the opening bell. Chevron shares rose 0.3% to $135.74 in pre-market trading.</li><li>Analysts expect <b>Charter Communications, Inc.</b> to report quarterly earnings at $6.96 per share on revenue of $13.25 billion before the opening bell. Charter Communications shares rose 0.5% to $563.72 in after-hours trading.</li></ul><ul><li><b>Apple Inc.</b> reported better-than-expected results for its first quarter. iPhone sales nearly doubled from the previous quarter, while Mac sales saw strong year-over-year and quarter-over-quarter growth. Apple shares gained 4.4% to $166.16 in the pre-market trading session.</li><li>Analysts are expecting <b>Colgate-Palmolive Company</b> to have earned $0.79 per share on revenue of $4.43 billion for the latest quarter. The company will release earnings before the markets open. Colgate-Palmolive shares rose 0.2% to $82.85 in after-hours trading.</li></ul><ul><li><b>Visa Inc.</b> reported better-than-expected results for its first quarter on Thursday. Visa shares climbed 4.6% to $215.60 in pre-market trading.</li><li>Before the opening bell,<b>Phillips 66</b> is projected to report quarterly earnings at $1.87 per share on revenue of $29.01 billion. Phillips 66 shares gained 0.2% to $86.00 in after-hours trading.</li><li><b>Western Digital Corporation</b> posted upbeat earnings and sales results for its second quarter, but issued a weak forecast. Western Digital named Wissam Jabre as its CFO. The company said it sees Q3 adjusted earnings of $1.50 to $1.80 per share. Western Digital shares dipped 8% to $49.51 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>7 Stocks To Watch For January 28, 2022</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\">\n7 Stocks To Watch For January 28, 2022\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\">2022-01-28 17:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Chevron Corporation</b> to report quarterly earnings at $3.10 per share on revenue of $44.80 billion before the opening bell. Chevron shares rose 0.3% to $135.74 in pre-market trading.</li><li>Analysts expect <b>Charter Communications, Inc.</b> to report quarterly earnings at $6.96 per share on revenue of $13.25 billion before the opening bell. Charter Communications shares rose 0.5% to $563.72 in after-hours trading.</li></ul><ul><li><b>Apple Inc.</b> reported better-than-expected results for its first quarter. iPhone sales nearly doubled from the previous quarter, while Mac sales saw strong year-over-year and quarter-over-quarter growth. Apple shares gained 4.4% to $166.16 in the pre-market trading session.</li><li>Analysts are expecting <b>Colgate-Palmolive Company</b> to have earned $0.79 per share on revenue of $4.43 billion for the latest quarter. The company will release earnings before the markets open. Colgate-Palmolive shares rose 0.2% to $82.85 in after-hours trading.</li></ul><ul><li><b>Visa Inc.</b> reported better-than-expected results for its first quarter on Thursday. Visa shares climbed 4.6% to $215.60 in pre-market trading.</li><li>Before the opening bell,<b>Phillips 66</b> is projected to report quarterly earnings at $1.87 per share on revenue of $29.01 billion. Phillips 66 shares gained 0.2% to $86.00 in after-hours trading.</li><li><b>Western Digital Corporation</b> posted upbeat earnings and sales results for its second quarter, but issued a weak forecast. Western Digital named Wissam Jabre as its CFO. The company said it sees Q3 adjusted earnings of $1.50 to $1.80 per share. Western Digital shares dipped 8% to $49.51 in pre-market trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHTR":"特许通讯","CVX":"雪佛龙","AAPL":"苹果","CL":"高露洁","WDC":"西部数据","PSX":"Phillips 66","V":"Visa"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191406672","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Chevron Corporation to report quarterly earnings at $3.10 per share on revenue of $44.80 billion before the opening bell. Chevron shares rose 0.3% to $135.74 in pre-market trading.Analysts expect Charter Communications, Inc. to report quarterly earnings at $6.96 per share on revenue of $13.25 billion before the opening bell. Charter Communications shares rose 0.5% to $563.72 in after-hours trading.Apple Inc. reported better-than-expected results for its first quarter. iPhone sales nearly doubled from the previous quarter, while Mac sales saw strong year-over-year and quarter-over-quarter growth. Apple shares gained 4.4% to $166.16 in the pre-market trading session.Analysts are expecting Colgate-Palmolive Company to have earned $0.79 per share on revenue of $4.43 billion for the latest quarter. The company will release earnings before the markets open. Colgate-Palmolive shares rose 0.2% to $82.85 in after-hours trading.Visa Inc. reported better-than-expected results for its first quarter on Thursday. Visa shares climbed 4.6% to $215.60 in pre-market trading.Before the opening bell,Phillips 66 is projected to report quarterly earnings at $1.87 per share on revenue of $29.01 billion. Phillips 66 shares gained 0.2% to $86.00 in after-hours trading.Western Digital Corporation posted upbeat earnings and sales results for its second quarter, but issued a weak forecast. Western Digital named Wissam Jabre as its CFO. The company said it sees Q3 adjusted earnings of $1.50 to $1.80 per share. Western Digital shares dipped 8% to $49.51 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090715278,"gmtCreate":1643266232738,"gmtModify":1676533792217,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090715278","repostId":"1116198006","repostType":2,"repost":{"id":"1116198006","kind":"news","pubTimestamp":1643260015,"share":"https://ttm.financial/m/news/1116198006?lang=&edition=fundamental","pubTime":"2022-01-27 13:06","market":"us","language":"en","title":"Tesla Puts Off New Models To Focus on Boosting Output","url":"https://stock-news.laohu8.com/highlight/detail?id=1116198006","media":"The Wall Street Journal","summary":"Electric-vehicle maker reported record earnings but hasn’t been immune to supply-chain problemsTesla","content":"<html><head></head><body><p>Electric-vehicle maker reported record earnings but hasn’t been immune to supply-chain problems</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a587ff13eb602ab96cf5dcf5439774f\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"/><span>Tesla is looking to increase deliveries by 50% annually, on average, in the coming years.</span></p><p>Elon Musk said Tesla Inc. won’t introduce new models this year, as the electric-car maker bets on increasing deliveries over diversifying its product offerings in the face of ongoing supply-chain disruptions.</p><p>Churning out new vehicles, such as the long-awaited “Cybertruck” pickup, would dent Tesla’s growth, Mr. Musk said Wednesday, as the company reported record earnings.</p><p>“The fundamental focus of Tesla this year is scaling output,” Mr. Musk said, noting that he expects the company to comfortably boost deliveries by more than 50% this year.</p><p>It has been nearly two years since Tesla last put a new model — the Model Y compact sport-utility vehicle — into customers’ hands. Buyers now have a widening array of battery-powered alternatives to choose from. Auto makers are expected to launch more than two dozen new battery-powered vehicles in the U.S. this year, according to Bank of America.</p><p>Tesla’s focus on growth helped it to generate a record profit of $5.5 billion last year on $53.8 billion of revenue.</p><p><img src=\"https://static.tigerbbs.com/c1bb04bba122e31fb3e738877dd9659c\" tg-width=\"466\" tg-height=\"622\" width=\"100%\" height=\"auto\"/></p><p>That is up from $721 million in profit and $31.5 billion in sales in 2020, when Tesla achieved its first full-year profit, and ahead of Wall Street’s expectations.</p><p>Mr. Musk’s electric-vehicle maker leveraged in-house software engineering expertise to navigate the global computer-chip shortage last year, helping it to increase vehicle deliveries 87% over 2020, its fastest pace of annual growth in years. Tesla also benefited, like many auto makers, from surging car prices as demand outran supply.</p><p>Yet Tesla hasn’t been immune to supply-chain problems, which, paired with transportation, labor and other challenges, caused it to run factories below capacity, the company said. Semiconductors continue to be in short supply, though the crisis isn’t as severe as it was last year, Mr. Musk said, adding that he expects the situation to improve in 2023.</p><p>The company’s automotive gross margin, a measure of its cost efficiency, rose to 29.3% last year, from 25.6% in 2020, even though Tesla said rising raw-materials prices and higher logistics costs dented profit, as did increased costs related to vehicle recalls.</p><p>The company’s shares closed up around 2% Wednesday in regular trading and were fluctuating between losses and gains in post-market trading after Tesla released its results.</p><p>Besides the “Cybertruck,” unveiled in 2019, new vehicles now on the back burner include the semitrailer truck, which Tesla revealed in 2017. Tesla likely would be ready to produce those vehicles in 2023, Mr. Musk said. The company isn’t currently working on the $25,000 car that he previously teased, he said. That vehicle had been aimed at making electric vehicles more accessible to a wider array of customers.</p><p>“If the cost of our cars did not change at all, we would still sell as many as we could possibly make,” Mr. Musk said.</p><p>Analysts expect Tesla to build on last year’s momentum by delivering nearly 1.5 million vehicles to customers in 2022, according to FactSet. That is consistent with the company’s target of increasing deliveries by 50% annually, on average, in the coming years. Tesla said that, as of the fourth quarter, it was producing at an annualized rate of more than 1.22 million vehicles.</p><p>Key to those growth plans are new factories in Germany and in Texas. The company has faced delays at both facilities, which it had hoped to have operational last year. Analysts now expect Tesla, which said it had started building Model Ys in Texas, to begin delivering vehicles made at the plants in the next few months.</p><p>In Germany, the Brandenburg state government says the approval process for Tesla’s factory near Berlin is in the final stages after the company, in December, provided the last batch of requested documents.</p><p>Tesla has received temporary approval at each step of the construction process and has been producing vehicles in small numbers to test machines at the plant, but it isn’t allowed to sell any vehicles made there or shift into mass production, state officials said.</p><p>Mr. Musk said Tesla would scout new factory locations this year and likely be in a position to announce selections toward the end of the year. The company is also looking to expand capacity at its Fremont, Calif., plant.</p><p>Tesla, which has long relied on battery cells from suppliers such as Panasonic Corp., has also been working to produce new, larger cells that it designed in-house.</p><p>Meanwhile, the company has been broadening access to an advanced driver-assistance feature designed to help vehicles navigate cities. Tesla said nearly 60,000 vehicles in the U.S. now have access to the city-driving tool, which is part of a package that Tesla has dubbed “Full Self-Driving,” though it doesn’t make vehicles autonomous. Tesla recently increased the price of that package 20%, to $12,000.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Puts Off New Models To Focus on Boosting Output</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Puts Off New Models To Focus on Boosting Output\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/tesla-tsla-q4-earnings-report-2021-11643162910?mod=hp_lead_pos4><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric-vehicle maker reported record earnings but hasn’t been immune to supply-chain problemsTesla is looking to increase deliveries by 50% annually, on average, in the coming years.Elon Musk said ...</p>\n\n<a href=\"https://www.wsj.com/articles/tesla-tsla-q4-earnings-report-2021-11643162910?mod=hp_lead_pos4\">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.wsj.com/articles/tesla-tsla-q4-earnings-report-2021-11643162910?mod=hp_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116198006","content_text":"Electric-vehicle maker reported record earnings but hasn’t been immune to supply-chain problemsTesla is looking to increase deliveries by 50% annually, on average, in the coming years.Elon Musk said Tesla Inc. won’t introduce new models this year, as the electric-car maker bets on increasing deliveries over diversifying its product offerings in the face of ongoing supply-chain disruptions.Churning out new vehicles, such as the long-awaited “Cybertruck” pickup, would dent Tesla’s growth, Mr. Musk said Wednesday, as the company reported record earnings.“The fundamental focus of Tesla this year is scaling output,” Mr. Musk said, noting that he expects the company to comfortably boost deliveries by more than 50% this year.It has been nearly two years since Tesla last put a new model — the Model Y compact sport-utility vehicle — into customers’ hands. Buyers now have a widening array of battery-powered alternatives to choose from. Auto makers are expected to launch more than two dozen new battery-powered vehicles in the U.S. this year, according to Bank of America.Tesla’s focus on growth helped it to generate a record profit of $5.5 billion last year on $53.8 billion of revenue.That is up from $721 million in profit and $31.5 billion in sales in 2020, when Tesla achieved its first full-year profit, and ahead of Wall Street’s expectations.Mr. Musk’s electric-vehicle maker leveraged in-house software engineering expertise to navigate the global computer-chip shortage last year, helping it to increase vehicle deliveries 87% over 2020, its fastest pace of annual growth in years. Tesla also benefited, like many auto makers, from surging car prices as demand outran supply.Yet Tesla hasn’t been immune to supply-chain problems, which, paired with transportation, labor and other challenges, caused it to run factories below capacity, the company said. Semiconductors continue to be in short supply, though the crisis isn’t as severe as it was last year, Mr. Musk said, adding that he expects the situation to improve in 2023.The company’s automotive gross margin, a measure of its cost efficiency, rose to 29.3% last year, from 25.6% in 2020, even though Tesla said rising raw-materials prices and higher logistics costs dented profit, as did increased costs related to vehicle recalls.The company’s shares closed up around 2% Wednesday in regular trading and were fluctuating between losses and gains in post-market trading after Tesla released its results.Besides the “Cybertruck,” unveiled in 2019, new vehicles now on the back burner include the semitrailer truck, which Tesla revealed in 2017. Tesla likely would be ready to produce those vehicles in 2023, Mr. Musk said. The company isn’t currently working on the $25,000 car that he previously teased, he said. That vehicle had been aimed at making electric vehicles more accessible to a wider array of customers.“If the cost of our cars did not change at all, we would still sell as many as we could possibly make,” Mr. Musk said.Analysts expect Tesla to build on last year’s momentum by delivering nearly 1.5 million vehicles to customers in 2022, according to FactSet. That is consistent with the company’s target of increasing deliveries by 50% annually, on average, in the coming years. Tesla said that, as of the fourth quarter, it was producing at an annualized rate of more than 1.22 million vehicles.Key to those growth plans are new factories in Germany and in Texas. The company has faced delays at both facilities, which it had hoped to have operational last year. Analysts now expect Tesla, which said it had started building Model Ys in Texas, to begin delivering vehicles made at the plants in the next few months.In Germany, the Brandenburg state government says the approval process for Tesla’s factory near Berlin is in the final stages after the company, in December, provided the last batch of requested documents.Tesla has received temporary approval at each step of the construction process and has been producing vehicles in small numbers to test machines at the plant, but it isn’t allowed to sell any vehicles made there or shift into mass production, state officials said.Mr. Musk said Tesla would scout new factory locations this year and likely be in a position to announce selections toward the end of the year. The company is also looking to expand capacity at its Fremont, Calif., plant.Tesla, which has long relied on battery cells from suppliers such as Panasonic Corp., has also been working to produce new, larger cells that it designed in-house.Meanwhile, the company has been broadening access to an advanced driver-assistance feature designed to help vehicles navigate cities. Tesla said nearly 60,000 vehicles in the U.S. now have access to the city-driving tool, which is part of a package that Tesla has dubbed “Full Self-Driving,” though it doesn’t make vehicles autonomous. Tesla recently increased the price of that package 20%, to $12,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090630813,"gmtCreate":1643160674073,"gmtModify":1676533780527,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090630813","repostId":"2206103855","repostType":4,"repost":{"id":"2206103855","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":1643151600,"share":"https://ttm.financial/m/news/2206103855?lang=&edition=fundamental","pubTime":"2022-01-26 07:00","market":"us","language":"en","title":"Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2206103855","media":"Reuters","summary":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earning","content":"<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average 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 Street Ends down as Markets Whipsaw Ahead of Fed Meeting</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 Street Ends down as Markets Whipsaw Ahead of Fed Meeting\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\">2022-01-26 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FOMC":"FOMO CORP.","BK4097":"系统软件","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4134":"信息科技咨询与其它服务","BK4528":"SaaS概念","BK4516":"特朗普概念","MSFT":"微软","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","IBM":"IBM","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股",".DJI":"道琼斯","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4503":"景林资产持仓",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206103855","content_text":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earnings* Indexes down: Dow 0.19%, S&P 1.22%, Nasdaq 2.28%NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market's churn.In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&P 500 flirted once again with confirming a correction.All three major U.S. stock indexes closed lower.If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.\"We’re floating along this arbitrary 10% line, and investors are asking. 'Is it time to protect my capital by selling or is it time to buy the dip?',\" said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. \"And between yesterday with downward and upward movement you have this battle between the two.\"The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting's conclusion, along with Chairman Jerome Powell's subsequent Q&A session, for clarity regarding the central bank's timeline for hiking key interest rates to combat inflation.\"Certainly, the economic data of late shows some weakening,\" Martin added. \"You would think there might be a more dovish message from the Fed.\"Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.Energy was the top gainer among the 11 major sectors in the S&P 500, with tech shares suffering the largest percentage decline.The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.Analysts now see aggregate S&P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.American Express exceeded fourth-quarter profit estimates, sending the consumer credit company's stock up 8.9%, while Johnson & Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.The S&P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090192794,"gmtCreate":1643109010065,"gmtModify":1676533774755,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090192794","repostId":"1189156272","repostType":2,"repost":{"id":"1189156272","kind":"news","pubTimestamp":1643091756,"share":"https://ttm.financial/m/news/1189156272?lang=&edition=fundamental","pubTime":"2022-01-25 14:22","market":"us","language":"en","title":"1 Growth Stock Down 70% to Buy Hand Over Fist in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1189156272","media":"Motley Fool","summary":"Buying into a steep decline in stocks can be a scary prospect, but history suggests it can also be very rewarding.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Affirm is now the largest buy now, pay later consumer finance company.</li><li>After signing deals with both Shopify and Amazon, Affirm&#39;s business could soar by over 6,000%.</li><li>The company&#39;s stock is currently down 70% from its high, and that might be a big opportunity.</li></ul><p>The stock market is having a rough start to 2022. The technology-centric <b>Nasdaq 100</b> indexis down 14% year to date at Monday&#39;s prices, and we&#39;re not even four weeks into January. But some individual stocks have suffered far worse, losing 50% of their value (or more) and falling deep into bear-market territory.</p><p>Buy now, pay later (BNPL) company <b>Affirm Holdings</b>(NASDAQ:AFRM) is one of those stocks, declining 70% from its all-time high closing price of $168.52 set on Nov. 4, 2021. But the pessimism might have gone too far since Affirm&#39;s new deals with <b>Amazon</b> and <b>Shopify</b> could deliver growth in its business of over 6,000%. Here&#39;s how.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aaac2fcf656e22b498197388899bbc7\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>The consumer credit revolution</b></p><p>The consumer finance space is constantly evolving, with new and innovative companies rushing to capture young borrowers with shifting spending habits and an appetite for technology-enabled services.</p><p>Large banks have always dominated consumer credit, but their one-size-fits-all approach to products like credit cards is under siege from emerging installment-based lenders like Affirm, which uses a buy now, pay later (BNPL) model. Overall, these tend to be more flexible on both the interest rate and the loan term. Affirm offers repayment periods of three months to 36 months and an interest rate of 0% to 30% per annum depending on the borrower&#39;s creditworthiness.</p><p>Affirm&#39;s BNPL loans also function differently than a typical credit card. The company targets businesses that place Affirm as a payment option at the checkout of their online stores, allowing the purchaser to finance their shopping cart in real-time -- no card required! For the merchant, having a finance option at the checkout means the customer is incentivized to spend more money, and in turn, the business is more likely to steer its customers to Affirm because of that boost in sales. It&#39;s a win-win arrangement.</p><p><b>Affirm is winning big</b></p><p>For several years, Affirm&#39;s market valuation lagged behind global BNPL leader <b>Afterpay</b>, which had first-mover advantage and, therefore, a stronger brand. That companywas recently acquiredby <b>Block</b> (formerly Square) in an all-stock deal, which seemed to leave Affirm even further in the dust.</p><p>But all of that changed in November when Affirm revealed an expansive deal with global e-commerce giant Amazon, which gives Affirm&#39;s BNPL payment option prime real estate in Amazon&#39;s online checkout. This deal adds another growth driver to complement Affirm&#39;s existing deal with Shopify, which recently began a much broader rollout. Shopify&#39;s 1.75 million merchants now have the option to implement BNPL into their online store checkouts.</p><p>Here&#39;s why those two deals have now pushed Affirm&#39;s valuation past Afterpay&#39;s.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5380ae477435c44e0a2e7ca5762f41\" tg-width=\"1150\" tg-height=\"331\" width=\"100%\" height=\"auto\"/><span>DATA SOURCE: AFFIRM, SHOPIFY, AMAZON. TTM = TRAILING TWELVE MONTHS.</span></p><p>Since Shopify and Amazon have a combined 318 million registered shoppers, that represents an opportunity for Affirm to grow its user base by 3,555%. From a gross merchandise volume perspective, Affirm is about to have exposure to a whopping 6,362% more sales.</p><p>The effects of the Shopify deal are already kicking into high gear, with the total number of merchants integrating Affirm&#39;s BNPL payment option growing 1,469% from 6,500 to 102,000 in the recent fiscal 2022 first quarter.</p><p><b>Why you should buy the stock</b></p><p>Naturally, the major deals should translate to significant revenue growth for Affirm, and that&#39;s exactly what analysts are expecting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44fd2be3df878276c1dd5afab47359c5\" tg-width=\"1149\" tg-height=\"161\" width=\"100%\" height=\"auto\"/><span>DATA SOURCE: AFFIRM, YAHOO! FINANCE. CAGR = COMPOUND ANNUAL GROWTH RATE.</span></p><p>Looking at the competitive landscape, now that Block has acquired Afterpay, it&#39;s likely those two companies focus on integrations between Afterpay&#39;s BNPL service and Block&#39;s Cash App consumer finance ecosystem. Therefore, Affirm&#39;s largest competitor may no longer be focused solely on attracting new customers, leaving a gaping hole in the market and an opportunity for Affirm to fill it.</p><p>There are some short-term headwinds to navigate with the broader technology stock sell-off, but investors with a long-term focus could do extremely well by taking advantage of the recent dip in Affirm&#39;s share price.</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>1 Growth Stock Down 70% to Buy Hand Over Fist in 2022</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\">\n1 Growth Stock Down 70% to Buy Hand Over Fist in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-25 14:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/1-growth-stock-down-64-to-buy-hand-over-fist-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsAffirm is now the largest buy now, pay later consumer finance company.After signing deals with both Shopify and Amazon, Affirm's business could soar by over 6,000%.The company's stock is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/1-growth-stock-down-64-to-buy-hand-over-fist-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/01/24/1-growth-stock-down-64-to-buy-hand-over-fist-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189156272","content_text":"Key PointsAffirm is now the largest buy now, pay later consumer finance company.After signing deals with both Shopify and Amazon, Affirm's business could soar by over 6,000%.The company's stock is currently down 70% from its high, and that might be a big opportunity.The stock market is having a rough start to 2022. The technology-centric Nasdaq 100 indexis down 14% year to date at Monday's prices, and we're not even four weeks into January. But some individual stocks have suffered far worse, losing 50% of their value (or more) and falling deep into bear-market territory.Buy now, pay later (BNPL) company Affirm Holdings(NASDAQ:AFRM) is one of those stocks, declining 70% from its all-time high closing price of $168.52 set on Nov. 4, 2021. But the pessimism might have gone too far since Affirm's new deals with Amazon and Shopify could deliver growth in its business of over 6,000%. Here's how.IMAGE SOURCE: GETTY IMAGES.The consumer credit revolutionThe consumer finance space is constantly evolving, with new and innovative companies rushing to capture young borrowers with shifting spending habits and an appetite for technology-enabled services.Large banks have always dominated consumer credit, but their one-size-fits-all approach to products like credit cards is under siege from emerging installment-based lenders like Affirm, which uses a buy now, pay later (BNPL) model. Overall, these tend to be more flexible on both the interest rate and the loan term. Affirm offers repayment periods of three months to 36 months and an interest rate of 0% to 30% per annum depending on the borrower's creditworthiness.Affirm's BNPL loans also function differently than a typical credit card. The company targets businesses that place Affirm as a payment option at the checkout of their online stores, allowing the purchaser to finance their shopping cart in real-time -- no card required! For the merchant, having a finance option at the checkout means the customer is incentivized to spend more money, and in turn, the business is more likely to steer its customers to Affirm because of that boost in sales. It's a win-win arrangement.Affirm is winning bigFor several years, Affirm's market valuation lagged behind global BNPL leader Afterpay, which had first-mover advantage and, therefore, a stronger brand. That companywas recently acquiredby Block (formerly Square) in an all-stock deal, which seemed to leave Affirm even further in the dust.But all of that changed in November when Affirm revealed an expansive deal with global e-commerce giant Amazon, which gives Affirm's BNPL payment option prime real estate in Amazon's online checkout. This deal adds another growth driver to complement Affirm's existing deal with Shopify, which recently began a much broader rollout. Shopify's 1.75 million merchants now have the option to implement BNPL into their online store checkouts.Here's why those two deals have now pushed Affirm's valuation past Afterpay's.DATA SOURCE: AFFIRM, SHOPIFY, AMAZON. TTM = TRAILING TWELVE MONTHS.Since Shopify and Amazon have a combined 318 million registered shoppers, that represents an opportunity for Affirm to grow its user base by 3,555%. From a gross merchandise volume perspective, Affirm is about to have exposure to a whopping 6,362% more sales.The effects of the Shopify deal are already kicking into high gear, with the total number of merchants integrating Affirm's BNPL payment option growing 1,469% from 6,500 to 102,000 in the recent fiscal 2022 first quarter.Why you should buy the stockNaturally, the major deals should translate to significant revenue growth for Affirm, and that's exactly what analysts are expecting.DATA SOURCE: AFFIRM, YAHOO! FINANCE. CAGR = COMPOUND ANNUAL GROWTH RATE.Looking at the competitive landscape, now that Block has acquired Afterpay, it's likely those two companies focus on integrations between Afterpay's BNPL service and Block's Cash App consumer finance ecosystem. Therefore, Affirm's largest competitor may no longer be focused solely on attracting new customers, leaving a gaping hole in the market and an opportunity for Affirm to fill it.There are some short-term headwinds to navigate with the broader technology stock sell-off, but investors with a long-term focus could do extremely well by taking advantage of the recent dip in Affirm's share price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007766363,"gmtCreate":1643012016378,"gmtModify":1676533764870,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007766363","repostId":"1119030155","repostType":2,"repost":{"id":"1119030155","kind":"news","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</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>Is Palantir Stock A Buy Or Sell At Its Current Valuation?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">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/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007238055,"gmtCreate":1642903259909,"gmtModify":1676533756053,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007238055","repostId":"2205217480","repostType":2,"repost":{"id":"2205217480","kind":"highlight","pubTimestamp":1642897603,"share":"https://ttm.financial/m/news/2205217480?lang=&edition=fundamental","pubTime":"2022-01-23 08:26","market":"us","language":"en","title":"Is Palantir Stock Built on Hype?","url":"https://stock-news.laohu8.com/highlight/detail?id=2205217480","media":"Motley Fool","summary":"As one of the most popular stocks with individual investors, is it product of hype, or is there something more?","content":"<html><head></head><body><p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like <b>GameStop</b> (NYSE:GME) and <b>AMC Entertainment Holdings</b> (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit.</p><p><b> Palantir Technologies</b> (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what&#39;s to come?</p><p><img src=\"https://static.tigerbbs.com/8544e115d71a574d4efe0ad032e06867\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Getty Images</p><p>Palantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.</p><p>Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the &#34;operating system for the modern enterprise.&#34; It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir&#39;s software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.</p><p>Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.</p><p><img src=\"https://static.tigerbbs.com/2d3b7745d75f56a43331615f01068ea4\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>Prolific revenue growth</h2><p>Palantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.</p><p>Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.</p><p>Palantir also reported an adjusted operating income of $349 million. On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.</p><h2>Stock-based compensation</h2><p>As mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.</p><p>This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.</p><p>It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.</p><h2>The valuation looks more attractive</h2><p>Growth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.</p><p>There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.</p><p><img src=\"https://static.tigerbbs.com/fbfd985307491e2da365f96f9a40d86e\" tg-width=\"720\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>The bottom line</h2><p>Palantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.</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>Is Palantir Stock Built on Hype?</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 Palantir Stock Built on Hype?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","AMC":"AMC院线","BK4108":"电影和娱乐","BK4547":"WSB热门概念","BK4543":"AI","PLTR":"Palantir Technologies Inc.","BK4528":"SaaS概念","BK4023":"应用软件","BK4076":"电脑与电子产品零售"},"source_url":"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205217480","content_text":"We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like GameStop (NYSE:GME) and AMC Entertainment Holdings (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit. Palantir Technologies (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what's to come?Source: Getty ImagesPalantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the \"operating system for the modern enterprise.\" It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir's software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.PLTR data by YChartsProlific revenue growthPalantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.Palantir also reported an adjusted operating income of $349 million. On one hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.Stock-based compensationAs mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.The valuation looks more attractiveGrowth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.PLTR data by YChartsThe bottom linePalantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9090630813,"gmtCreate":1643160674073,"gmtModify":1676533780527,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090630813","repostId":"2206103855","repostType":4,"repost":{"id":"2206103855","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":1643151600,"share":"https://ttm.financial/m/news/2206103855?lang=&edition=fundamental","pubTime":"2022-01-26 07:00","market":"us","language":"en","title":"Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2206103855","media":"Reuters","summary":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earning","content":"<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average 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 Street Ends down as Markets Whipsaw Ahead of Fed Meeting</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 Street Ends down as Markets Whipsaw Ahead of Fed Meeting\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\">2022-01-26 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FOMC":"FOMO CORP.","BK4097":"系统软件","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4134":"信息科技咨询与其它服务","BK4528":"SaaS概念","BK4516":"特朗普概念","MSFT":"微软","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","IBM":"IBM","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股",".DJI":"道琼斯","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","BK4503":"景林资产持仓",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206103855","content_text":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earnings* Indexes down: Dow 0.19%, S&P 1.22%, Nasdaq 2.28%NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market's churn.In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&P 500 flirted once again with confirming a correction.All three major U.S. stock indexes closed lower.If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.\"We’re floating along this arbitrary 10% line, and investors are asking. 'Is it time to protect my capital by selling or is it time to buy the dip?',\" said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. \"And between yesterday with downward and upward movement you have this battle between the two.\"The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting's conclusion, along with Chairman Jerome Powell's subsequent Q&A session, for clarity regarding the central bank's timeline for hiking key interest rates to combat inflation.\"Certainly, the economic data of late shows some weakening,\" Martin added. \"You would think there might be a more dovish message from the Fed.\"Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.Energy was the top gainer among the 11 major sectors in the S&P 500, with tech shares suffering the largest percentage decline.The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.Analysts now see aggregate S&P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.American Express exceeded fourth-quarter profit estimates, sending the consumer credit company's stock up 8.9%, while Johnson & Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.The S&P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007376875,"gmtCreate":1642786514415,"gmtModify":1676533746494,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007376875","repostId":"1167151433","repostType":2,"repost":{"id":"1167151433","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":1642782548,"share":"https://ttm.financial/m/news/1167151433?lang=&edition=fundamental","pubTime":"2022-01-22 00:29","market":"us","language":"en","title":"U.S. Stock Benchmarks Turn Positive LatE-morning in Volatile Friday Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=1167151433","media":"Tiger Newspress","summary":"U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&P 500 ri","content":"<html><head></head><body><p>U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&amp;P 500 rises 0.2%; Nasdaq Composite advances 0.1%.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock Benchmarks Turn Positive LatE-morning in Volatile Friday Trade</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. Stock Benchmarks Turn Positive LatE-morning in Volatile Friday Trade\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\">2022-01-22 00:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&amp;P 500 rises 0.2%; Nasdaq Composite advances 0.1%.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","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":"1167151433","content_text":"U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&P 500 rises 0.2%; Nasdaq Composite advances 0.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093721779,"gmtCreate":1643715323192,"gmtModify":1676533847621,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093721779","repostId":"1190462109","repostType":2,"repost":{"id":"1190462109","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":1643714667,"share":"https://ttm.financial/m/news/1190462109?lang=&edition=fundamental","pubTime":"2022-02-01 19:24","market":"us","language":"en","title":"Tesla shares fell nearly 1% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1190462109","media":"Tiger Newspress","summary":"Teslasharesfellnearly1%inpremarkettrading.Tesla Inc will recall 53,822 U.S. vehicles with the company’s Full Self-Driving (Beta) software that may allow some models to conduct “rolling stops” and not ","content":"<html><head></head><body><p>Tesla shares fell nearly 1% in premarket trading.<img src=\"https://static.tigerbbs.com/5d745783d4f2d226599e3685165a4679\" tg-width=\"713\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>Tesla Inc will recall 53,822 U.S. vehicles with the company’s Full Self-Driving (Beta) software that may allow some models to conduct “rolling stops” and not come to a complete stop at some intersections posing a safety risk.</p><p>The National Highway Traffic Safety Administration (NHTSA) said the recall covers some 2016-2022 Model S and Model X, 2017-2022 Model 3, and 2020-2022 Model Y vehicles. NHTSA said the feature may allow vehicles to travel through an all-way stop intersection without first coming to a stop.</p><p>Tesla will perform an over-the-air software update that disables the “rolling stop” functionality, NHTSA said. Tesla did not immediately comment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares fell nearly 1% in premarket 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\">\nTesla shares fell nearly 1% in premarket 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\">2022-02-01 19:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares fell nearly 1% in premarket trading.<img src=\"https://static.tigerbbs.com/5d745783d4f2d226599e3685165a4679\" tg-width=\"713\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/>Tesla Inc will recall 53,822 U.S. vehicles with the company’s Full Self-Driving (Beta) software that may allow some models to conduct “rolling stops” and not come to a complete stop at some intersections posing a safety risk.</p><p>The National Highway Traffic Safety Administration (NHTSA) said the recall covers some 2016-2022 Model S and Model X, 2017-2022 Model 3, and 2020-2022 Model Y vehicles. NHTSA said the feature may allow vehicles to travel through an all-way stop intersection without first coming to a stop.</p><p>Tesla will perform an over-the-air software update that disables the “rolling stop” functionality, NHTSA said. Tesla did not immediately comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190462109","content_text":"Tesla shares fell nearly 1% in premarket trading.Tesla Inc will recall 53,822 U.S. vehicles with the company’s Full Self-Driving (Beta) software that may allow some models to conduct “rolling stops” and not come to a complete stop at some intersections posing a safety risk.The National Highway Traffic Safety Administration (NHTSA) said the recall covers some 2016-2022 Model S and Model X, 2017-2022 Model 3, and 2020-2022 Model Y vehicles. NHTSA said the feature may allow vehicles to travel through an all-way stop intersection without first coming to a stop.Tesla will perform an over-the-air software update that disables the “rolling stop” functionality, NHTSA said. Tesla did not immediately comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004642541,"gmtCreate":1642597783009,"gmtModify":1676533726003,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Speechless]&nbsp;","listText":"[Speechless]&nbsp;","text":"[Speechless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004642541","repostId":"1151698078","repostType":4,"repost":{"id":"1151698078","kind":"news","pubTimestamp":1642597674,"share":"https://ttm.financial/m/news/1151698078?lang=&edition=fundamental","pubTime":"2022-01-19 21:07","market":"us","language":"en","title":"Credo Technology Set to Go Public Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1151698078","media":"Barrons","summary":"The IPO market may have slowed down, but companies are still listing their shares. Credo Technology ","content":"<html><head></head><body><p>The IPO market may have slowed down, but companies are still listing their shares. Credo Technology Group is the latest to set a date for its initial public offering.</p><p>The networking company plans to offer 25 million shares at $10 to $12 each, according to a prospectus. It will trade on the Nasdaq under the ticker CRDO.</p><p>BlackRock, Capital Research Global Investors, and GIC have indicated an interest in buying $120 million worth of stock, the prospectus said.</p><p>At $12 a share, Credo’s valuation could hit $1.7 billion.Goldman Sachs and BofA Securities are lead underwriters on the deal.</p><p>A handful of companies have gone public this year, including Yoshitsu (TKLF), a Japanese beauty retailer, which saw its shares rocket 700% higher in their first day of trading Tuesday.TPG (TPG), the large private-equity firm, rose 15% last week.</p><p>Five companies are scheduled to price this week, including Rhodium Enterprises (RHDM), a Bitcoin miner, which is set to trade on Thursday. Credo is scheduled to price its deal on Wednesday, Jan. 26, and trade the next day, a person familiar with the situation said.</p><p>Launched in 2008, the San Jose, Calif., company provides high-speed connectivity solutions for customers in the data infrastructure market, including Microsoft (MSFT). It supplies the chips, line cards, and electric cables that are used by data centers and 5G wireless service providers.</p><p>Credo swung to a $27.5 million loss in 2021, compared with a $1.3 million profit in 2020. The company said the losses were mainly due to increased operating expenses, such as investments in research and development and share-based compensation. Revenue rose 9% to nearly $59 million in 2021.</p><p>In 2020, BlackRock led a $100 million round for Credo, according to the company.</p></body></html>","source":"lsy1601382232898","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>Credo Technology Set to Go Public Next Week</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\">\nCredo Technology Set to Go Public Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 21:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/credo-technology-set-to-go-public-next-week-51642542229?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market may have slowed down, but companies are still listing their shares. Credo Technology Group is the latest to set a date for its initial public offering.The networking company plans to ...</p>\n\n<a href=\"https://www.barrons.com/articles/credo-technology-set-to-go-public-next-week-51642542229?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRDO":"Credo Technology Group Holding Ltd"},"source_url":"https://www.barrons.com/articles/credo-technology-set-to-go-public-next-week-51642542229?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151698078","content_text":"The IPO market may have slowed down, but companies are still listing their shares. Credo Technology Group is the latest to set a date for its initial public offering.The networking company plans to offer 25 million shares at $10 to $12 each, according to a prospectus. It will trade on the Nasdaq under the ticker CRDO.BlackRock, Capital Research Global Investors, and GIC have indicated an interest in buying $120 million worth of stock, the prospectus said.At $12 a share, Credo’s valuation could hit $1.7 billion.Goldman Sachs and BofA Securities are lead underwriters on the deal.A handful of companies have gone public this year, including Yoshitsu (TKLF), a Japanese beauty retailer, which saw its shares rocket 700% higher in their first day of trading Tuesday.TPG (TPG), the large private-equity firm, rose 15% last week.Five companies are scheduled to price this week, including Rhodium Enterprises (RHDM), a Bitcoin miner, which is set to trade on Thursday. Credo is scheduled to price its deal on Wednesday, Jan. 26, and trade the next day, a person familiar with the situation said.Launched in 2008, the San Jose, Calif., company provides high-speed connectivity solutions for customers in the data infrastructure market, including Microsoft (MSFT). It supplies the chips, line cards, and electric cables that are used by data centers and 5G wireless service providers.Credo swung to a $27.5 million loss in 2021, compared with a $1.3 million profit in 2020. The company said the losses were mainly due to increased operating expenses, such as investments in research and development and share-based compensation. Revenue rose 9% to nearly $59 million in 2021.In 2020, BlackRock led a $100 million round for Credo, according to the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095979126,"gmtCreate":1644810658434,"gmtModify":1676533964081,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095979126","repostId":"2211209385","repostType":2,"repost":{"id":"2211209385","kind":"news","pubTimestamp":1644793624,"share":"https://ttm.financial/m/news/2211209385?lang=&edition=fundamental","pubTime":"2022-02-14 07:07","market":"us","language":"en","title":"Russia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2211209385","media":"Yahoo Finance","summary":"Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of","content":"<html><head></head><body><p>Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a new read on retail sales will be released Wednesday giving investors more insights into consumer spending.</p><p>Concerns over military action by the Kremlin have created a new headwind for investors, particularly after the White House warned on Friday that a possible invasion of Ukraine by Russia could come within days. The statement dealt a fresh blow to markets.</p><p>“The Russia-Ukraine tensions have hovered over already shaky investor sentiment,” Comerica Wealth Management Chief Investment Officer John Lynch said in a note. “Investors have been counting on a diplomatic resolution, but recent developments indicate this may be wishful thinking and therefore, not fully priced into the markets.”</p><p>The geopolitical tensions add to the uncertainty around central bank policy that has dominated market sentiment in recent months. Friday’s warning by the Biden administration weighed on stocks and sent oil prices soaring to a seven-year high.</p><p>“By pushing energy prices even higher, a Russian invasion would likely exacerbate inflation and redouble pressure on the Fed to raise interest rates,” Comerica Bank Chief Economist Bill Adams said in a note. “From the Fed’s perspective, the inflationary effects of a Russian invasion and higher energy prices would likely outweigh the shock’s negative implications for global growth.”</p><p>The Fed is already under pressure to act on the fastest increase in prices in 40 years. Wall Street was rattled last week by a highly-anticipated fresh print on the Labor Department’s Consumer Price Index (CPI), which notched a steeper-than-expected 7.5% increase over the year ended January to mark the largest annual jump since 1982. The surge heightened calls for the Federal Reserve to intervene more aggressively than anticipated to rein in soaring price levels, even raising the possibility of an emergency hike before the bank’s next policy meeting in March.</p><p>“As the inflation fire burns even hotter, the Federal Reserve will have to bring an even bigger firehose to put it out,” FWDBONDS Chief Economist Chris Rupkey said in a note.</p><p>Worries over above-estimated inflation have raised questions about whether or not the central bank might deliver on a 50 basis point move in mid-March. The Fed has not executed a “double” rate increase in a single policy decision since May 2000.</p><p>Fed watchers including Goldman Sachs and Deutsche Bank had ramped up their calls on how many times policymakers will increase rates. Goldman now sees the Federal Reserve hiking short-term borrowing costs seven times this year rather than the five it had expected earlier, while Deutsche Bank projects a 50 basis point rate hike in March and five more 25 basis point increases in the year.</p><p>CME Group&#39;s FedWatch tool showed investors were pricing in a 99% chance Fed policymakers will raise rates by 50 basis points in March as of Friday, a jump of 24% from the probability reflected two days earlier.</p><p>Some experts say the projections are greatly exaggerated.</p><p>“Even with elevated levels of inflation, we expect the Federal Reserve to tighten less than the market expects in 2022,” Treasury Partners Chief Investment Officer Richard Saperstein said in a note.</p><p>“We do not expect the Federal Reserve to announce rate hikes at every meeting and such extreme tightening scenarios suggest that we’re currently witnessing peak Fed mania,” he wrote, adding a moderate tightening process through a combination of rate hikes and the implementation of quantitative tightening starting this summer were likely.</p><p>On the geopolitical front, LPL Financial’s Ryan Detrick also appeared to temper the notion that a move by Russia into Ukraine would crash the stock market, pointing out that, historically, the great majority of geopolitical events going back to World War II did not put much of a dent in equities and losses were typically recovered quickly.</p><p><img src=\"https://static.tigerbbs.com/874e40dd031fe2fadf0415f24e036dcc\" tg-width=\"5500\" tg-height=\"3667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>U.S. President Joe Biden holds virtual talks with Russia&#39;s President Vladimir Putin amid Western fears that Moscow plans to attack Ukraine, as Secretary of State Antony Blinken listens with other officials during a secure video call from the Situation Room at the White House in Washington, U.S., December 7, 2021. The White House/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY TPX IMAGES OF THE DAYHandout . / reuters</p><p>“You can’t minimize what today’s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven’t moved stocks much,” Detrick said.</p><p>As an example, Detrick cited <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best six-month runs in U.S. stocks ever following the assassination of President John F. Kennedy in November 1963.</p><p>“The truth is a solid economy can make up for a lot of sins,” Detrick added.</p><p><img src=\"https://static.tigerbbs.com/4e7861525c30cb94872b9893fdecc17e\" tg-width=\"1631\" tg-height=\"1130\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The great majority of geopolitical events going back to World War II didn’t put much of a dent in stocks, with any losses made up quite quickly, according to Ryan Detrick, hief Market Strategist for LPL Financial.LPL Financial,</p><h2><b>Retail sales</b></h2><p>Consensus economists are expecting to see retail sales, released by the U.S. Census Bureau, rise by 2% in January compared to December&#39;s decrease of 1.9%, but sales excluding autos, gasoline, building materials and food services is expected to rise at a softer 0.8%, according to Bloomberg data. This would compare to December&#39;s decline of 2.3%.</p><p>&#34;The mom [month-over-month] gain in retail ex auto was negatively impacted by restaurants and gas spending, which were down 1.7% and 3.8% mom, respectively. As a result, the core control group, which nets out auto, gas, building and restaurants showed a strong 1.9% mom gain,&#34; said BofA Securities in a research note last week. &#34;Keep in mind that the Census retail sales report does not capture services spending other than restaurants spending so the impact on Census Bureau data from the Omicron distortions will be fairly muted.&#34;</p><p>Although earnings season is slowly winding down, another docket of corporate results remains underway for investors to weigh against monetary and geopolitical conditions this week.</p><p>Retail giant Walmart (WMT) will report fiscal fourth quarter 2021 earnings Thursday before the bell which will provide a fresh look into supply-chain issues as well as consumer spending. Walmart is expected to report adjusted earnings of $1.50 per share on revenue of $151.51 billion for the quarter, according to Bloomberg consensus. U.S. same-store sales is expected to increase 6.1%, ahead of guidance of 5%, for the holiday shopping quarter, according to Bloomberg.</p><p>&#34;We believe WMT&#39;s core business remained strong in F4Q following a strong F3Q (US comps were +9.2%, with transactions +5.7%), and given strong inventory positioning (supported by more favorable port access, long-term container shipping agreements and chartered vessel capacity) that likely supported share gains vs. smaller competitors this holiday.&#34; said BofA Securities in a research note on Feb. 10.</p><p>Other big-name companies to report earnings through Friday include ViacomCBS (VIAC), Airbnb (ABNB), Cisco Systems (CSCO), and Roku (ROKU).</p><p>On Capitol Hill, the fate of Federal Reserve Chairman Jerome Powell and a lineup of central bank nominees including Fed governor and vice chair pick Lael Brainard will be in focus as the Senate Banking Committee readies to hold a series of confirmation votes this week.</p><h2><b>Economic calendar</b></h2><ul><li><p><b>Monday:</b> <i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Producer Price Index (PPI) final demand, month-over-month, January (0.5% expected, 0.2% in December, upwardly revised to 0.3%); PPI excluding food and energy, month-over-month, January (0.4% expected, 0.5% in December); PPI excluding food, energy, and trade, month-over-month, January (0.4% expected, 0.4% in December, downwardly revised to 0.3%); PPI year-over-year, January (9.0% expected, 9.7% in December); PPI, year-over-year, January (7.8% expected, 8.3% in December); PPI excluding food and energy, year-over-year, January (6.3% expected, 6.9% in December); PPI excluding food, energy, and trade, year-over-year, January (6.3% expected, 6.9% in December); Empire Manufacturing, February (11.0 expected, -0.7 during prior month); Net Long-Term TIC Outflows, December ($137.4 billion during prior month); Total Net TIC Outflows, December ($223.9 billion during prior month)</p></li><li><p><b>Wednesday:</b> MBA Mortgage Applications, week ended Feb. 11 (-8.1% during prior week); Retail Sales Advance, month-over-month, January (2.0% expected, -1.9% in December); Retail Sales excluding autos, month-over-month, January (0.8% expected, -2.3% in December); Retail Sales excluding autos and gas, month-over-month, January (1.0% expected, -2.5% in December); Import Price Index, month-over-month, January (1.3% expected, -0.2% in December); Import Price Index excluding petroleum, month-over-month, January (0.4% expected, 0.3% in December); Import Price Endex, year-over-year, January (9.8% expected, 10.4% in December); Export Price Index, month-over-month, January (1.3% expected, -1.8% in December); Export Price Index, year-over-year, January (14.7% in December); Industrial Production, month-over-month, January (0.4% expected, -0.1% in December); Capacity Utilization, January (76.8% expected, 76.5% in December); Manufacturing (SIC) Production, January (0.3% expected, -0.3% in December); Business Inventories, December (2.1% expected,1.3% in November); NAHB Housing Market Index, February (83 expected, 83 in January); FOMC Meeting Minutes, January 26</p></li><li><p><b>Thursday:</b> Building permits, January (1.750 million expected, 1.873 million in December, upwardly revised to 1.885 million); Building permits, month-over-month, January (-7.2% expected, 9.1% in December, upwardly revised to 9.8%); Housing starts, January (1.700 million expected, 1.702 million in December); Housing starts, month-over-month, January (-0.1% expected, 1.4% in December); Initial jobless claims, week ended Feb. 12 (220,000 expected, 223,000 during prior week); Continuing claims, week ended Feb. 5 (1.621 million during prior week); Philadelphia Fed Business Outlook Index, February (20.0 expected, 23.2 in January)</p></li><li><p><b>Friday: </b>Existing Home Sales, January (6.10 million expected, 6.18 million in December); Existing Home Sales, month-over-month, January (-1.3% expected, -4.6% in December); Leading Index, January (0.2% expected, 0.8% in December)</p></li></ul><h2><b>Earnings calendar</b></h2><p><b>Monday</b></p><p>Before market open: TreeHouse Foods (THS), <a href=\"https://laohu8.com/S/WEBR\">Weber Inc.</a> (WEBR)</p><p>After market close: $Vornado Realty Trust(VNO-N)$ (VNO), Avis Budget Group (CAR), Arista Networks (ANET), Advance Auto Parts (AAP)</p><p><b>Tuesday</b></p><p>Before market open: Marriott International (MAR)</p><p>After market close: ViacomCBS (VIAC), Wynn Resorts (WYNN), Airbnb (ABNB), Akamai Technologies (AKAM), Roblox (RBLX), Denny’s (DENN), La-Z-Boy (LZB), Wyndham Hotels &amp; Resorts Inc. (WH), ZoomInfo Technologies (ZI)</p><p><b>Wednesday</b></p><p>Before market open: Kraft Heinz (KHC), Hilton Worldwide (HLT), Analog Devices (ADI), Shopify (SHOP)</p><p>After market close: Cisco Systems (CSCO), Nvidia (NVDA), TripAdvisor (TRIP), AIG (AIG), DoorDash (DASH), Hyatt Hotels (H), Cheesecake Factory (CAKE), Marathon Oil (MRO), Energy Transfer (ET)</p><p><b>Thursday</b></p><p>Before market open: Nestlé (NSRGY) Walmart (WMT), US Foods (USFD), Palantir Technologies (PLTR), <a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN)</p><p>After market close: Shake Shack (SHAK), Roku (ROKU), Dropbox (DBX),Tanger Factory Outlet Centers (SKT)</p><p><b>Friday</b></p><p>Before market open: Deere (DE), DraftKings (DKNG), Bloomin’ Brands (BLMN), Allianz (ALIZY)</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>Russia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week</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\">\nRussia-Ukraine Tensions, Retail Sales, Walmart Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","SPY.AU":"SPDR® S&P 500® ETF Trust","XLF":"金融ETF"},"source_url":"https://finance.yahoo.com/news/double-rate-increases-russias-invasion-of-ukraine-what-to-know-this-week-200245001.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2211209385","content_text":"Choppiness in U.S. stocks is expected to persist this week as investors grapple with the prospect of swifter monetary tightening and escalating geopolitical tensions between Russia and Ukraine. And a new read on retail sales will be released Wednesday giving investors more insights into consumer spending.Concerns over military action by the Kremlin have created a new headwind for investors, particularly after the White House warned on Friday that a possible invasion of Ukraine by Russia could come within days. The statement dealt a fresh blow to markets.“The Russia-Ukraine tensions have hovered over already shaky investor sentiment,” Comerica Wealth Management Chief Investment Officer John Lynch said in a note. “Investors have been counting on a diplomatic resolution, but recent developments indicate this may be wishful thinking and therefore, not fully priced into the markets.”The geopolitical tensions add to the uncertainty around central bank policy that has dominated market sentiment in recent months. Friday’s warning by the Biden administration weighed on stocks and sent oil prices soaring to a seven-year high.“By pushing energy prices even higher, a Russian invasion would likely exacerbate inflation and redouble pressure on the Fed to raise interest rates,” Comerica Bank Chief Economist Bill Adams said in a note. “From the Fed’s perspective, the inflationary effects of a Russian invasion and higher energy prices would likely outweigh the shock’s negative implications for global growth.”The Fed is already under pressure to act on the fastest increase in prices in 40 years. Wall Street was rattled last week by a highly-anticipated fresh print on the Labor Department’s Consumer Price Index (CPI), which notched a steeper-than-expected 7.5% increase over the year ended January to mark the largest annual jump since 1982. The surge heightened calls for the Federal Reserve to intervene more aggressively than anticipated to rein in soaring price levels, even raising the possibility of an emergency hike before the bank’s next policy meeting in March.“As the inflation fire burns even hotter, the Federal Reserve will have to bring an even bigger firehose to put it out,” FWDBONDS Chief Economist Chris Rupkey said in a note.Worries over above-estimated inflation have raised questions about whether or not the central bank might deliver on a 50 basis point move in mid-March. The Fed has not executed a “double” rate increase in a single policy decision since May 2000.Fed watchers including Goldman Sachs and Deutsche Bank had ramped up their calls on how many times policymakers will increase rates. Goldman now sees the Federal Reserve hiking short-term borrowing costs seven times this year rather than the five it had expected earlier, while Deutsche Bank projects a 50 basis point rate hike in March and five more 25 basis point increases in the year.CME Group's FedWatch tool showed investors were pricing in a 99% chance Fed policymakers will raise rates by 50 basis points in March as of Friday, a jump of 24% from the probability reflected two days earlier.Some experts say the projections are greatly exaggerated.“Even with elevated levels of inflation, we expect the Federal Reserve to tighten less than the market expects in 2022,” Treasury Partners Chief Investment Officer Richard Saperstein said in a note.“We do not expect the Federal Reserve to announce rate hikes at every meeting and such extreme tightening scenarios suggest that we’re currently witnessing peak Fed mania,” he wrote, adding a moderate tightening process through a combination of rate hikes and the implementation of quantitative tightening starting this summer were likely.On the geopolitical front, LPL Financial’s Ryan Detrick also appeared to temper the notion that a move by Russia into Ukraine would crash the stock market, pointing out that, historically, the great majority of geopolitical events going back to World War II did not put much of a dent in equities and losses were typically recovered quickly.U.S. President Joe Biden holds virtual talks with Russia's President Vladimir Putin amid Western fears that Moscow plans to attack Ukraine, as Secretary of State Antony Blinken listens with other officials during a secure video call from the Situation Room at the White House in Washington, U.S., December 7, 2021. The White House/Handout via REUTERS THIS IMAGE HAS BEEN SUPPLIED BY A THIRD PARTY TPX IMAGES OF THE DAYHandout . / reuters“You can’t minimize what today’s news could mean on that part of the world and the people impacted, but from an investment point of view we need to remember that major geopolitical events historically haven’t moved stocks much,” Detrick said.As an example, Detrick cited one of the best six-month runs in U.S. stocks ever following the assassination of President John F. Kennedy in November 1963.“The truth is a solid economy can make up for a lot of sins,” Detrick added.The great majority of geopolitical events going back to World War II didn’t put much of a dent in stocks, with any losses made up quite quickly, according to Ryan Detrick, hief Market Strategist for LPL Financial.LPL Financial,Retail salesConsensus economists are expecting to see retail sales, released by the U.S. Census Bureau, rise by 2% in January compared to December's decrease of 1.9%, but sales excluding autos, gasoline, building materials and food services is expected to rise at a softer 0.8%, according to Bloomberg data. This would compare to December's decline of 2.3%.\"The mom [month-over-month] gain in retail ex auto was negatively impacted by restaurants and gas spending, which were down 1.7% and 3.8% mom, respectively. As a result, the core control group, which nets out auto, gas, building and restaurants showed a strong 1.9% mom gain,\" said BofA Securities in a research note last week. \"Keep in mind that the Census retail sales report does not capture services spending other than restaurants spending so the impact on Census Bureau data from the Omicron distortions will be fairly muted.\"Although earnings season is slowly winding down, another docket of corporate results remains underway for investors to weigh against monetary and geopolitical conditions this week.Retail giant Walmart (WMT) will report fiscal fourth quarter 2021 earnings Thursday before the bell which will provide a fresh look into supply-chain issues as well as consumer spending. Walmart is expected to report adjusted earnings of $1.50 per share on revenue of $151.51 billion for the quarter, according to Bloomberg consensus. U.S. same-store sales is expected to increase 6.1%, ahead of guidance of 5%, for the holiday shopping quarter, according to Bloomberg.\"We believe WMT's core business remained strong in F4Q following a strong F3Q (US comps were +9.2%, with transactions +5.7%), and given strong inventory positioning (supported by more favorable port access, long-term container shipping agreements and chartered vessel capacity) that likely supported share gains vs. smaller competitors this holiday.\" said BofA Securities in a research note on Feb. 10.Other big-name companies to report earnings through Friday include ViacomCBS (VIAC), Airbnb (ABNB), Cisco Systems (CSCO), and Roku (ROKU).On Capitol Hill, the fate of Federal Reserve Chairman Jerome Powell and a lineup of central bank nominees including Fed governor and vice chair pick Lael Brainard will be in focus as the Senate Banking Committee readies to hold a series of confirmation votes this week.Economic calendarMonday: No notable reports scheduled for releaseTuesday: Producer Price Index (PPI) final demand, month-over-month, January (0.5% expected, 0.2% in December, upwardly revised to 0.3%); PPI excluding food and energy, month-over-month, January (0.4% expected, 0.5% in December); PPI excluding food, energy, and trade, month-over-month, January (0.4% expected, 0.4% in December, downwardly revised to 0.3%); PPI year-over-year, January (9.0% expected, 9.7% in December); PPI, year-over-year, January (7.8% expected, 8.3% in December); PPI excluding food and energy, year-over-year, January (6.3% expected, 6.9% in December); PPI excluding food, energy, and trade, year-over-year, January (6.3% expected, 6.9% in December); Empire Manufacturing, February (11.0 expected, -0.7 during prior month); Net Long-Term TIC Outflows, December ($137.4 billion during prior month); Total Net TIC Outflows, December ($223.9 billion during prior month)Wednesday: MBA Mortgage Applications, week ended Feb. 11 (-8.1% during prior week); Retail Sales Advance, month-over-month, January (2.0% expected, -1.9% in December); Retail Sales excluding autos, month-over-month, January (0.8% expected, -2.3% in December); Retail Sales excluding autos and gas, month-over-month, January (1.0% expected, -2.5% in December); Import Price Index, month-over-month, January (1.3% expected, -0.2% in December); Import Price Index excluding petroleum, month-over-month, January (0.4% expected, 0.3% in December); Import Price Endex, year-over-year, January (9.8% expected, 10.4% in December); Export Price Index, month-over-month, January (1.3% expected, -1.8% in December); Export Price Index, year-over-year, January (14.7% in December); Industrial Production, month-over-month, January (0.4% expected, -0.1% in December); Capacity Utilization, January (76.8% expected, 76.5% in December); Manufacturing (SIC) Production, January (0.3% expected, -0.3% in December); Business Inventories, December (2.1% expected,1.3% in November); NAHB Housing Market Index, February (83 expected, 83 in January); FOMC Meeting Minutes, January 26Thursday: Building permits, January (1.750 million expected, 1.873 million in December, upwardly revised to 1.885 million); Building permits, month-over-month, January (-7.2% expected, 9.1% in December, upwardly revised to 9.8%); Housing starts, January (1.700 million expected, 1.702 million in December); Housing starts, month-over-month, January (-0.1% expected, 1.4% in December); Initial jobless claims, week ended Feb. 12 (220,000 expected, 223,000 during prior week); Continuing claims, week ended Feb. 5 (1.621 million during prior week); Philadelphia Fed Business Outlook Index, February (20.0 expected, 23.2 in January)Friday: Existing Home Sales, January (6.10 million expected, 6.18 million in December); Existing Home Sales, month-over-month, January (-1.3% expected, -4.6% in December); Leading Index, January (0.2% expected, 0.8% in December)Earnings calendarMondayBefore market open: TreeHouse Foods (THS), Weber Inc. (WEBR)After market close: $Vornado Realty Trust(VNO-N)$ (VNO), Avis Budget Group (CAR), Arista Networks (ANET), Advance Auto Parts (AAP)TuesdayBefore market open: Marriott International (MAR)After market close: ViacomCBS (VIAC), Wynn Resorts (WYNN), Airbnb (ABNB), Akamai Technologies (AKAM), Roblox (RBLX), Denny’s (DENN), La-Z-Boy (LZB), Wyndham Hotels & Resorts Inc. (WH), ZoomInfo Technologies (ZI)WednesdayBefore market open: Kraft Heinz (KHC), Hilton Worldwide (HLT), Analog Devices (ADI), Shopify (SHOP)After market close: Cisco Systems (CSCO), Nvidia (NVDA), TripAdvisor (TRIP), AIG (AIG), DoorDash (DASH), Hyatt Hotels (H), Cheesecake Factory (CAKE), Marathon Oil (MRO), Energy Transfer (ET)ThursdayBefore market open: Nestlé (NSRGY) Walmart (WMT), US Foods (USFD), Palantir Technologies (PLTR), AutoNation (AN)After market close: Shake Shack (SHAK), Roku (ROKU), Dropbox (DBX),Tanger Factory Outlet Centers (SKT)FridayBefore market open: Deere (DE), DraftKings (DKNG), Bloomin’ Brands (BLMN), Allianz (ALIZY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098155499,"gmtCreate":1644057609366,"gmtModify":1676533886829,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;","listText":"[Surprised]&nbsp;[Surprised]&nbsp;","text":"[Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098155499","repostId":"1196927717","repostType":2,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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: Red Flag Or Opportunity?</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: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">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/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007238055,"gmtCreate":1642903259909,"gmtModify":1676533756053,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007238055","repostId":"2205217480","repostType":2,"repost":{"id":"2205217480","kind":"highlight","pubTimestamp":1642897603,"share":"https://ttm.financial/m/news/2205217480?lang=&edition=fundamental","pubTime":"2022-01-23 08:26","market":"us","language":"en","title":"Is Palantir Stock Built on Hype?","url":"https://stock-news.laohu8.com/highlight/detail?id=2205217480","media":"Motley Fool","summary":"As one of the most popular stocks with individual investors, is it product of hype, or is there something more?","content":"<html><head></head><body><p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like <b>GameStop</b> (NYSE:GME) and <b>AMC Entertainment Holdings</b> (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit.</p><p><b> Palantir Technologies</b> (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what&#39;s to come?</p><p><img src=\"https://static.tigerbbs.com/8544e115d71a574d4efe0ad032e06867\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Getty Images</p><p>Palantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.</p><p>Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the &#34;operating system for the modern enterprise.&#34; It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir&#39;s software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.</p><p>Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.</p><p><img src=\"https://static.tigerbbs.com/2d3b7745d75f56a43331615f01068ea4\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>Prolific revenue growth</h2><p>Palantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.</p><p>Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.</p><p>Palantir also reported an adjusted operating income of $349 million. On <a href=\"https://laohu8.com/S/AONE.U\">one</a> hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.</p><h2>Stock-based compensation</h2><p>As mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.</p><p>This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.</p><p>It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.</p><h2>The valuation looks more attractive</h2><p>Growth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.</p><p>There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.</p><p><img src=\"https://static.tigerbbs.com/fbfd985307491e2da365f96f9a40d86e\" tg-width=\"720\" tg-height=\"565\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR data by YCharts</p><h2>The bottom line</h2><p>Palantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.</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>Is Palantir Stock Built on Hype?</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 Palantir Stock Built on Hype?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","BK4551":"寇图资本持仓","AI":"C3.ai, Inc.","AMC":"AMC院线","BK4108":"电影和娱乐","BK4547":"WSB热门概念","BK4543":"AI","PLTR":"Palantir Technologies Inc.","BK4528":"SaaS概念","BK4023":"应用软件","BK4076":"电脑与电子产品零售"},"source_url":"https://www.fool.com/investing/2022/01/22/is-palantir-stock-built-on-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205217480","content_text":"We will remember 2021 for many things, such as the continuation of COVID-19, 7% inflation, and markets that touched all-time highs. It was also the year of the meme stock, in which companies like GameStop (NYSE:GME) and AMC Entertainment Holdings (NYSE:AMC) skyrocketed while being pushed by message boards like WallStreetBets of Reddit. Palantir Technologies (NYSE:PLTR) also routinely appears  among the 10 most-popular stocks on WallStreetBets. But despite its popularity, it underperformed the market in 2021. Is this a sign of what's to come?Source: Getty ImagesPalantir is a software data management company. Specifically, the company creates platforms for integrating, managing, and securing data for their clients. Using the platform, the client is able to quickly answer complicated queries using huge amounts of data. Palantir offers clients three main products; Gotham, Foundry, and Apollo.Gotham is an Artificial Intelligence(AI)-ready operating system. This system enables faster decision making by analyzing complex data for insights. It has been used for disaster relief and by defense agencies and is also available commercially. Foundry is described by Palantir as the \"operating system for the modern enterprise.\" It is an integrated platform that provides analytics, model-building, visualization, and other functions. The Apollo product is the delivery system that powers Palantir's software platforms. It also enables customers to operate away from the public cloud which is often necessary for military organizations. Palantir services both the public and private sectors.Palantir stock reached highs of $45 in early 2021 after debuting just a few months prior at only $10. This was during the height of the short-squeezes fueled by individual investors and message boards. The stock quickly retreated from these highs, and the share price has underperformed ever since. However, there are reasons for optimism along with reasons for continued concern.PLTR data by YChartsProlific revenue growthPalantir has not had any issues growing its revenue recently. In the third quarter of 2021, the company reported top-line sales of $392 million. This came in 36% higher than the $289 million posted in the year-ago quarter. It also grew its customer base, with commercial customers increasing 46% quarter over quarter. The company also gained large customers with deep pockets. In the third quarter, it reported deals with the U.S. Air Force, National Institutes of Health, and U.S. Department of Health and Human Services. In total, the company reported 54 deals that were worth more than $1 million.Palantir also has an excellent gross margin and adjusted operating margin. For the third quarter, the gross margin under generally accepted accounting principles (GAAP) was an impressive 78%. This is an excellent sign that the company could scale successfully to GAAP net profits.Palantir also reported an adjusted operating income of $349 million. On one hand, this is very impressive as it represents a margin of 32%. On the other hand, it highlights an issue that should give shareholders pause: the stock-based compensation (SBC) expense.Stock-based compensationAs mentioned, Palantir reports a non-GAAP operating margin that is very impressive but continues to post GAAP operating losses. This is because the company removes SBC from the GAAP figures to arrive at the adjusted figures. Palantir uses a tremendous amount of SBC to reward executives and other employees. For the nine months ended Sept. 30, 2021, the company expensed over $611 million in SBC.This generally causes the share count to increase and dilutes existing investors. However, it is not entirely negative. SBC also can preserve cash at a time when the company is spending heavily to grow the business. Because of the SBC, Palantir was able to post positive cash from operations through the third quarter 2021.It also helps to attract and keep the best talent. It is no secret that the labor market is very tight. Attracting the best people can make a world of difference in the success of an enterprise. Finally, when insiders own shares of the business, their interests are aligned with those of shareholders.The valuation looks more attractiveGrowth stocks have been hit hard so far in 2022. Inflation has breached 7%, and the Federal Reserve is set to raise rates, likely several times this year. This hurts growth stocks in particular, since Wall Street values them on future cash flows.There also appears to be a general concern that valuations had gotten a bit ahead of fundamentals in 2021. This revaluation has caused Palantir to look much more attractive lately, especially compared to some other fast-growing tech stocks, as shown below.PLTR data by YChartsThe bottom linePalantir remains one of the most popular stocks with individual investors, even after its underperformance in 2021 and so far in 2022. But it is not a stock built solely on hype. In fact, there is much to like in the recent results. Revenue continues to grow, and margins have expanded nicely. The company is now generating positive cash from operations, with a nice assist from its SBC program. The valuation has come down significantly, making Palantir more attractive than many other growth names. Even so, the swoon in tech stocks may not be over just yet, and investors should be cautious here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004136472,"gmtCreate":1642526966984,"gmtModify":1676533718971,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Surprised]&nbsp;[Surprised]&nbsp;","listText":"[Surprised]&nbsp;[Surprised]&nbsp;","text":"[Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004136472","repostId":"2204470453","repostType":4,"repost":{"id":"2204470453","kind":"highlight","pubTimestamp":1642509900,"share":"https://ttm.financial/m/news/2204470453?lang=&edition=fundamental","pubTime":"2022-01-18 20:45","market":"us","language":"en","title":"10 Top Stocks That Can Make You Richer in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2204470453","media":"Motley Fool","summary":"Building wealth is easy when you owns stakes in high-quality businesses.","content":"<html><head></head><body><p>A new year brings new opportunities for investors to punch their ticket to the greatest wealth creator on the planet: the stock market.</p><p>In 2021, the benchmark <b>S&amp;P 500</b> galloped higher by 27%, with the widely followed index racking up almost six dozen record-high closing prices. But if there&#39;s one constant about Wall Street, it&#39;s that there are always great deals to be found. The following 10 top stocks, which are a mix of growth, value, and income plays, could all make you a lot richer in 2022</p><h2>1. <a href=\"https://laohu8.com/S/NEE\">NextEra Energy</a></h2><p>After watching growth stocks soar for the past 12 years, you&#39;re probably just itching to buy an electric utility stock, right? While the idea might sound laughable, don&#39;t discount <b>NextEra Energy</b> (NYSE:NEE), which has delivered a positive total return to shareholders in 19 of the past 20 years!</p><p>Most electric utilities grow at a low single-digit rate. But NextEra Energy has been consistently averaging high single-digit growth as a result of its aggressive investments in renewable energy. No utility in the country is currently generating more capacity from wind or solar than NextEra is. And this is unlikely to change anytime soon with the company investing an aggregate of $50 billion to $55 billion in new infrastructure projects between 2020 and 2022. It&#39;s an especially smart investment with lending rates at historic lows.</p><p>Meanwhile, the company also benefits from the cash flow transparency of its traditional utility operations (i.e., those not powered by renewable energy). Since this traditional segment is regulated by state utility commissions, it means no exposure to potentially volatile wholesale electricity pricing.</p><h2>2. <a href=\"https://laohu8.com/S/NVAX\">Novavax</a></h2><p>For investors seeking growth, biotech stock <b>Novavax</b> (NASDAQ:NVAX) can be their ticket to riches in 2022.</p><p>Novavax is one of more than a dozen drugmakers working to create treatments for COVID-19. The company&#39;s vaccine, NVX-CoV2373, was stellar in two late-stage trials in 2021. The U.K. and the U.S./Mexico trials produced vaccine efficacy rates of 89.7% and 90.4%, respectively. As one of only three prominent vaccines to reach efficacy of 90%, there looks to be a clear path to Novavax becoming a major global player in the fight against COVID.</p><p>Furthermore, investors are able to buy into Novavax relatively cheaply after the company ran into a number of operational snags last year, which are now in the rearview mirror. With Novavax beginning to receive Emergency Use Authorizations around the world, and the company expected to launch NVX-Cov2373 in numerous key markets this year, it&#39;s a good bet to make investors richer.</p><h2>3. <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>If you&#39;re an investor who appreciates value stocks, pharmacy chain <b>Walgreens Boots Alliance</b> (NASDAQ:WBA), with its forward-year price-to-earnings ratio of 10, is a company with all the tools needed to make you richer in 2022.</p><p>Although Walgreens was hurt by reduced foot traffic during the initial stage of the pandemic, the company&#39;s multipoint turnaround plan is already well underway and set to pay big dividends in the new year.</p><p>For example, the company was able to achieve over $2 billion in annual operating-expense reductions a year ahead of schedule. All the while, it&#39;s been aggressively spending on digitization initiatives designed to encourage consumers to purchase products online for delivery, or for pickup via drive-thru. Even though online sales represent a small sliver of total revenue, it&#39;s a segment with sustainable double-digit growth potential.</p><p>Arguably more exciting is that Walgreens has partnered with VillageMD to open roughly 600 full-service health clinics located in its stores in more than 30 U.S. markets. These clinics can funnel local residents right to Walgreens&#39; high-margin pharmacy.</p><h2>4. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Best-of-breed stocks are a good bet to make investors richer in 2022. That&#39;s why <b>Amazon</b> (NASDAQ:AMZN), a leader in not just one category, but <i>two</i>, is a no-brainer buy.</p><p>Most people are familiar with Amazon because of its dominance in e-commerce. According to eMarketer, it accounted for an estimated 41.4% of all online sales in the U.S. in 2021. But it&#39;s the company&#39;s 200 million global Prime members who are really fueling the fire for this segment. The annual fees Amazon collects from its Prime users help to buoy razor-thin margins, and are what allow it to undercut brick-and-mortar retailers on price.</p><p>What folks might not realize is that Amazon is also the leader in cloud infrastructure services. Amazon Web Services accounts for close to a third of all global cloud infrastructure spending. The important thing to recognize here is that cloud services, along with advertising and subscriptions, are Amazon&#39;s fastest-growing and highest-margin segments. As long as these segments continue to grow rapidly, Amazon&#39;s share price and operating cash flow can head significantly higher, even if growth in e-commerce revenue slows dramatically.</p><h2>5. <a href=\"https://laohu8.com/S/PUBM\">PubMatic</a></h2><p>For small-cap stock investors who want a top stock with a higher risk/reward profile, let me introduce you to <b>PubMatic</b> (NASDAQ:PUBM).</p><p>PubMatic operates a cloud-based programmatic ad platform and is a sell-side provider. In English, this means its software handles the optimization of digital ad placement, with the company selling display space for publishers (its clients). Though publishers do offer input, such as the minimum price they&#39;d be willing to accept to sell display space, PubMatic handles everything else. The platform&#39;s machine-learning algorithms are designed to put relevant ads in front of users, while also maximizing what publishers net from advertisers.</p><p>The beauty of the PubMatic operating model is that advertising dollars are shifting more and more to digital platforms. Whereas global digital ad spend is expected to increase by an average of 10% annually through mid-decade, PubMatic&#39;s sales growth has consistently doubled up this forecast. And it&#39;s averaged an organic growth rate of at least 50% in four straight quarters. If that&#39;s not a ringing endorsement of its sell-side platform by publishers, I&#39;m not sure what is.</p><h2>6. <a href=\"https://laohu8.com/S/NLY\">Annaly Capital Management</a></h2><p>Income investors can make bank with top stocks in 2022 as well. Mortgage real estate investment trust (REIT) <b>Annaly Capital Management</b> (NYSE:NLY) offers an inflation-crushing, yet sustainable, 10.9% dividend yield, and has averaged a yield of roughly 10% over the past two decades.</p><p>Put simply, mortgage REITs like Annaly aim to borrow money at lower short-term rates, which can then be used to purchase higher-yielding long-term assets, such as mortgage-backed securities. Subtracting the average borrowing rate from this long-term average yield produces what&#39;s known as net interest margin.</p><p>During the early stages of an economic recovery, it&#39;s very common for the interest rate yield curve to steepen (i.e., the gap between long-term and short-term Treasury bond yields widens). When this happens, Annaly usually sees its net interest margin rise.</p><p>What&#39;s more, Annaly almost exclusively buys agency assets that are backed by the federal government. This allows the company to prudently use leverage to its advantage.</p><h2>7. <a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group</a></h2><p>Another top stock with a long history of making its shareholders money is <b>UnitedHealth Group</b> (NYSE:UNH). It&#39;s provided a positive total return for shareholders in 18 of the past 20 years.</p><p>UnitedHealth Group is probably best known for providing health insurance. While insurance isn&#39;t a fast-growing market, it does provide the company with transparent and predictable cash flow. It also doesn&#39;t hurt that insurance companies usually have strong pricing power when it comes to increasing premiums to cover their expenses. However, UnitedHealth&#39;s key operating segment isn&#39;t insurance -- it&#39;s Optum.</p><p>Optum handles pharmacy-care services, provides healthcare software, and offers other high-margin health management services for hospitals and clinics. Optum is growing much faster than the insurance segment, and is capable of much higher margins as well.</p><h2>8. <a href=\"https://laohu8.com/S/PING\">Ping Identity Holding</a></h2><p>Among double-digit growth trends, none looks safer than cybersecurity in 2022. That&#39;s why <b>Ping Identity Holding</b> (NYSE:PING) can make investors richer this year.</p><p>As its name rightly suggests, Ping&#39;s cloud-based platform focuses on identity verification for its clients. It also leans on artificial intelligence to grow smarter at recognizing and responding to potential threats over time. Ping&#39;s platform is especially useful when layered atop on-premises solutions, where it helps by continuously monitoring and approving user activity.</p><p>The great thing about cybersecurity solutions is that they offer exceptionally high margins. In Ping Identity&#39;s case, the company is shifting its client base away from term-based licenses to software-as-a-service subscriptions. This should ultimately improve customer retention rates, lift margins, and sustain the company&#39;s double-digit annual growth in recurring revenue.</p><p>At an estimated 6 times 2022 sales, Ping is one of the best values in the cybersecurity space.</p><h2>9. <a href=\"https://laohu8.com/S/TCNNF\">Trulieve Cannabis</a></h2><p>Following a buzzkill of a year, U.S. marijuana stocks look poised to bounce back in 2022. U.S. multi-state operator (MSO) <b>Trulieve Cannabis</b> (OTC:TCNNF) is one such company that can lead the charge.</p><p>Unlike most MSOs, Trulieve has approached its expansion in a unique way: by primarily focusing on a single market. As of last week, the company had 160 operating dispensaries nationwide, with 112 stores in medical-marijuana-legal Florida. Saturating the Sunshine State has helped Trulieve gobble up approximately half of Florida&#39;s dried flower and oils market share. More importantly, it&#39;s kept marketing costs down, which has allowed the company to report three consecutive profitable years.</p><p>Trulieve&#39;s next chapter was written when it closed its acquisition of Harvest Health &amp; Recreation in the fourth quarter. MSO Harvest Health had a leading presence in Arizona prior to its acquisition, which clears the way for Trulieve to become the dominant player in yet another billion-dollar cannabis market.</p><h2>10. <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></h2><p>The 10th and final top stock that should make investors richer in 2022 is <b>Meta Platforms</b> (NASDAQ:FB), the parent company of social media platform Facebook.</p><p>If you want to see dominance, just pull up Meta&#39;s monthly active user (MAU) count across all of its platforms. In the third quarter, 2.91 billion people visited Facebook each month, with another 670 million unique users visiting Instagram and/or WhatsApp, which Meta owns as well. These 3.58 billion MAUs represent more than half of the global adult population, and are the precise reason advertisers will pay through the nose to get their message in front of this vast array of viewers.</p><p>Beyond advertising, Meta is also a play on the metaverse, the next iteration of the internet that allows users to interact in 3D environments. The company owns the popular Oculus virtual reality devices, and invested $10 billion in metaverse-related projects last year alone.</p><p>A forward-year price-to-earnings multiple of 23 is too inexpensive for a company with a growth rate exceeding 20% and this many competitive advantages.</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>10 Top Stocks That Can Make You Richer in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n10 Top Stocks That Can Make You Richer in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/18/10-top-stocks-thatll-make-you-richer-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A new year brings new opportunities for investors to punch their ticket to the greatest wealth creator on the planet: the stock market.In 2021, the benchmark S&P 500 galloped higher by 27%, with the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/18/10-top-stocks-thatll-make-you-richer-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4110":"抵押房地产投资信托","BK4548":"巴美列捷福持仓","NVAX":"诺瓦瓦克斯医药","NEE":"新纪元能源","WBA":"沃尔格林联合博姿","AMZN":"亚马逊","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","PUBM":"PubMatic, Inc.","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4128":"药品零售","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","BK4009":"广告","BK4524":"宅经济概念","BK4508":"社交媒体","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4081":"电力公用事业","BK4077":"互动媒体与服务","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4154":"管理型保健护理","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","NLY":"Annaly Capital Management","BK4561":"索罗斯持仓","UNH":"联合健康","BK4097":"系统软件","REIT":"ALPS Active REIT ETF","PING":"Ping Identity Holding"},"source_url":"https://www.fool.com/investing/2022/01/18/10-top-stocks-thatll-make-you-richer-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204470453","content_text":"A new year brings new opportunities for investors to punch their ticket to the greatest wealth creator on the planet: the stock market.In 2021, the benchmark S&P 500 galloped higher by 27%, with the widely followed index racking up almost six dozen record-high closing prices. But if there's one constant about Wall Street, it's that there are always great deals to be found. The following 10 top stocks, which are a mix of growth, value, and income plays, could all make you a lot richer in 20221. NextEra EnergyAfter watching growth stocks soar for the past 12 years, you're probably just itching to buy an electric utility stock, right? While the idea might sound laughable, don't discount NextEra Energy (NYSE:NEE), which has delivered a positive total return to shareholders in 19 of the past 20 years!Most electric utilities grow at a low single-digit rate. But NextEra Energy has been consistently averaging high single-digit growth as a result of its aggressive investments in renewable energy. No utility in the country is currently generating more capacity from wind or solar than NextEra is. And this is unlikely to change anytime soon with the company investing an aggregate of $50 billion to $55 billion in new infrastructure projects between 2020 and 2022. It's an especially smart investment with lending rates at historic lows.Meanwhile, the company also benefits from the cash flow transparency of its traditional utility operations (i.e., those not powered by renewable energy). Since this traditional segment is regulated by state utility commissions, it means no exposure to potentially volatile wholesale electricity pricing.2. NovavaxFor investors seeking growth, biotech stock Novavax (NASDAQ:NVAX) can be their ticket to riches in 2022.Novavax is one of more than a dozen drugmakers working to create treatments for COVID-19. The company's vaccine, NVX-CoV2373, was stellar in two late-stage trials in 2021. The U.K. and the U.S./Mexico trials produced vaccine efficacy rates of 89.7% and 90.4%, respectively. As one of only three prominent vaccines to reach efficacy of 90%, there looks to be a clear path to Novavax becoming a major global player in the fight against COVID.Furthermore, investors are able to buy into Novavax relatively cheaply after the company ran into a number of operational snags last year, which are now in the rearview mirror. With Novavax beginning to receive Emergency Use Authorizations around the world, and the company expected to launch NVX-Cov2373 in numerous key markets this year, it's a good bet to make investors richer.3. Walgreens Boots AllianceIf you're an investor who appreciates value stocks, pharmacy chain Walgreens Boots Alliance (NASDAQ:WBA), with its forward-year price-to-earnings ratio of 10, is a company with all the tools needed to make you richer in 2022.Although Walgreens was hurt by reduced foot traffic during the initial stage of the pandemic, the company's multipoint turnaround plan is already well underway and set to pay big dividends in the new year.For example, the company was able to achieve over $2 billion in annual operating-expense reductions a year ahead of schedule. All the while, it's been aggressively spending on digitization initiatives designed to encourage consumers to purchase products online for delivery, or for pickup via drive-thru. Even though online sales represent a small sliver of total revenue, it's a segment with sustainable double-digit growth potential.Arguably more exciting is that Walgreens has partnered with VillageMD to open roughly 600 full-service health clinics located in its stores in more than 30 U.S. markets. These clinics can funnel local residents right to Walgreens' high-margin pharmacy.4. AmazonBest-of-breed stocks are a good bet to make investors richer in 2022. That's why Amazon (NASDAQ:AMZN), a leader in not just one category, but two, is a no-brainer buy.Most people are familiar with Amazon because of its dominance in e-commerce. According to eMarketer, it accounted for an estimated 41.4% of all online sales in the U.S. in 2021. But it's the company's 200 million global Prime members who are really fueling the fire for this segment. The annual fees Amazon collects from its Prime users help to buoy razor-thin margins, and are what allow it to undercut brick-and-mortar retailers on price.What folks might not realize is that Amazon is also the leader in cloud infrastructure services. Amazon Web Services accounts for close to a third of all global cloud infrastructure spending. The important thing to recognize here is that cloud services, along with advertising and subscriptions, are Amazon's fastest-growing and highest-margin segments. As long as these segments continue to grow rapidly, Amazon's share price and operating cash flow can head significantly higher, even if growth in e-commerce revenue slows dramatically.5. PubMaticFor small-cap stock investors who want a top stock with a higher risk/reward profile, let me introduce you to PubMatic (NASDAQ:PUBM).PubMatic operates a cloud-based programmatic ad platform and is a sell-side provider. In English, this means its software handles the optimization of digital ad placement, with the company selling display space for publishers (its clients). Though publishers do offer input, such as the minimum price they'd be willing to accept to sell display space, PubMatic handles everything else. The platform's machine-learning algorithms are designed to put relevant ads in front of users, while also maximizing what publishers net from advertisers.The beauty of the PubMatic operating model is that advertising dollars are shifting more and more to digital platforms. Whereas global digital ad spend is expected to increase by an average of 10% annually through mid-decade, PubMatic's sales growth has consistently doubled up this forecast. And it's averaged an organic growth rate of at least 50% in four straight quarters. If that's not a ringing endorsement of its sell-side platform by publishers, I'm not sure what is.6. Annaly Capital ManagementIncome investors can make bank with top stocks in 2022 as well. Mortgage real estate investment trust (REIT) Annaly Capital Management (NYSE:NLY) offers an inflation-crushing, yet sustainable, 10.9% dividend yield, and has averaged a yield of roughly 10% over the past two decades.Put simply, mortgage REITs like Annaly aim to borrow money at lower short-term rates, which can then be used to purchase higher-yielding long-term assets, such as mortgage-backed securities. Subtracting the average borrowing rate from this long-term average yield produces what's known as net interest margin.During the early stages of an economic recovery, it's very common for the interest rate yield curve to steepen (i.e., the gap between long-term and short-term Treasury bond yields widens). When this happens, Annaly usually sees its net interest margin rise.What's more, Annaly almost exclusively buys agency assets that are backed by the federal government. This allows the company to prudently use leverage to its advantage.7. UnitedHealth GroupAnother top stock with a long history of making its shareholders money is UnitedHealth Group (NYSE:UNH). It's provided a positive total return for shareholders in 18 of the past 20 years.UnitedHealth Group is probably best known for providing health insurance. While insurance isn't a fast-growing market, it does provide the company with transparent and predictable cash flow. It also doesn't hurt that insurance companies usually have strong pricing power when it comes to increasing premiums to cover their expenses. However, UnitedHealth's key operating segment isn't insurance -- it's Optum.Optum handles pharmacy-care services, provides healthcare software, and offers other high-margin health management services for hospitals and clinics. Optum is growing much faster than the insurance segment, and is capable of much higher margins as well.8. Ping Identity HoldingAmong double-digit growth trends, none looks safer than cybersecurity in 2022. That's why Ping Identity Holding (NYSE:PING) can make investors richer this year.As its name rightly suggests, Ping's cloud-based platform focuses on identity verification for its clients. It also leans on artificial intelligence to grow smarter at recognizing and responding to potential threats over time. Ping's platform is especially useful when layered atop on-premises solutions, where it helps by continuously monitoring and approving user activity.The great thing about cybersecurity solutions is that they offer exceptionally high margins. In Ping Identity's case, the company is shifting its client base away from term-based licenses to software-as-a-service subscriptions. This should ultimately improve customer retention rates, lift margins, and sustain the company's double-digit annual growth in recurring revenue.At an estimated 6 times 2022 sales, Ping is one of the best values in the cybersecurity space.9. Trulieve CannabisFollowing a buzzkill of a year, U.S. marijuana stocks look poised to bounce back in 2022. U.S. multi-state operator (MSO) Trulieve Cannabis (OTC:TCNNF) is one such company that can lead the charge.Unlike most MSOs, Trulieve has approached its expansion in a unique way: by primarily focusing on a single market. As of last week, the company had 160 operating dispensaries nationwide, with 112 stores in medical-marijuana-legal Florida. Saturating the Sunshine State has helped Trulieve gobble up approximately half of Florida's dried flower and oils market share. More importantly, it's kept marketing costs down, which has allowed the company to report three consecutive profitable years.Trulieve's next chapter was written when it closed its acquisition of Harvest Health & Recreation in the fourth quarter. MSO Harvest Health had a leading presence in Arizona prior to its acquisition, which clears the way for Trulieve to become the dominant player in yet another billion-dollar cannabis market.10. Meta PlatformsThe 10th and final top stock that should make investors richer in 2022 is Meta Platforms (NASDAQ:FB), the parent company of social media platform Facebook.If you want to see dominance, just pull up Meta's monthly active user (MAU) count across all of its platforms. In the third quarter, 2.91 billion people visited Facebook each month, with another 670 million unique users visiting Instagram and/or WhatsApp, which Meta owns as well. These 3.58 billion MAUs represent more than half of the global adult population, and are the precise reason advertisers will pay through the nose to get their message in front of this vast array of viewers.Beyond advertising, Meta is also a play on the metaverse, the next iteration of the internet that allows users to interact in 3D environments. The company owns the popular Oculus virtual reality devices, and invested $10 billion in metaverse-related projects last year alone.A forward-year price-to-earnings multiple of 23 is too inexpensive for a company with a growth rate exceeding 20% and this many competitive advantages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005463022,"gmtCreate":1642382903832,"gmtModify":1676533706229,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005463022","repostId":"2203192728","repostType":2,"repost":{"id":"2203192728","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":1642375676,"share":"https://ttm.financial/m/news/2203192728?lang=&edition=fundamental","pubTime":"2022-01-17 07:27","market":"us","language":"en","title":"Wall St Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2203192728","media":"Reuters","summary":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a s","content":"<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</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 Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year</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 Week Ahead-Earnings to Test Growth Stocks after Rocky Start to Year\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\">2022-01-17 07:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.</p><p>The S&amp;P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&amp;P 500    has fallen 2.7%.</p><p>Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.</p><p>As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.</p><p>&#34;Given the performance of these tech names here recently, will earnings be a savior for them?&#34; said Walter Todd, chief investment officer at Greenwood Capital. &#34;Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.&#34;</p><p>Fourth-quarter results season kicks into high gear this week, with overall S&amp;P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy&#39;s rebound from pandemic lockdowns in 2020.</p><p>Companies in the S&amp;P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&amp;P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.</p><p>Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.</p><p>&#34;To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,&#34; she said.</p><p>The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&amp;P 500, according to Refinitiv Datstream.</p><p>Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched &#34;FAANG&#34; group of large growth companies. Investors will watch the streaming giant&#39;s plans for generating content and its outlook for subscribers.</p><p>“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.</p><p>Among the tech and growth names that have struggled in January are <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>    and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com   , both down about 9%, and DocuSign   , which has dropped about 15%.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.</p><p>Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.</p><p>Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, &#34;suggesting only a modest further move in longer-term yields,&#34; while &#34;the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.&#34;</p><p>The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.</p><p>A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.</p><p><b>Week ahead</b></p><p>U.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.</p><p><b>Notable U.S. corporate earnings</b></p><p><b>TUESDAY:</b></p><p>Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKR</p><p><b>WEDNESDAY:</b></p><p>Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter &amp; Gamble PG, Kinder Morgan KMI, Fastenal Co. FAST</p><p><b>THURSDAY:</b></p><p>Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEY</p><p><b>FRIDAY:</b></p><p>Schlumberger SLB, Huntington Bancshares Inc. HBAN</p><p>U.S. economic reports</p><p><b>Tuesday</b></p><p>Empire State manufacturing index for January due at 8:30 a.m. ET</p><p>NAHB home builders index for January at 10 a.m.</p><p><b>Wednesday</b></p><p>Building permits and starts for December at 8:30 a.m.</p><p>Philly Fed Index for January at 8:30 a.m.</p><p><b>Thursday</b></p><p>Initial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.</p><p>Existing home sales for December at 10 a.m.</p><p>The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.</p><p>&#34;This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","MSFT":"微软","NVDA":"英伟达","TSLA":"特斯拉","NFLX":"奈飞","DOCU":"Docusign","ADBE":"Adobe","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203192728","content_text":"A rough start to 2022 for U.S. tech and growth stocks is raising stakes for upcoming earnings reports, as investors seek reasons to keep faith in the shares while bracing for U.S. interest rate hikes.The S&P 500 information technology sector   , which accounts for nearly 29% of the broader index’s weight, is down 5.5% year-to-date, including steep declines in shares of heavyweights such as Microsoft    and Nvidia   , both off roughly 9%. The overall S&P 500    has fallen 2.7%.Tech bulls hope a strong earnings season can blunt some of the pain, which many pin on rising Treasury yields and expectations that the Federal Reserve will tighten monetary policy and hike rates aggressively to fight inflation.As the Fed increases short-term rates, investors will keep an eye on how high longer-term U.S. Treasury yields rise. Higher yields more steeply discount the value of future profits, which can especially pressure growth stocks.\"Given the performance of these tech names here recently, will earnings be a savior for them?\" said Walter Todd, chief investment officer at Greenwood Capital. \"Over the next month,  seeing how some of these tech names respond to their numbers ... will be interesting.\"Fourth-quarter results season kicks into high gear this week, with overall S&P 500 earnings expected to climb 23.1%, according to Refinitiv IBES. Technology sector earnings are expected to rise by 15.6%, as other groups have benefited more from the economy's rebound from pandemic lockdowns in 2020.Companies in the S&P 500 growth index   , which is replete with tech stocks, are expected to increase earnings 16%, compared to a 26% rise for the S&P 500 value index   , more heavily weighted in banks, industrials and other economically sensitive companies, according to Credit Suisse.Higher interest rates could pressure the stretched valuations of tech stocks, so companies need to deliver impressive numbers in coming weeks, said Kim Forrest, chief investment officer at Bokeh Capital Partners.\"To have the (stock) price go up even in a rising rate/falling multiple environment, you have to show demand for the product,\" she said.The tech sector is trading at about 27 times earnings estimates for the next 12 months, near its highest in 18 years, compared to 21 times for the overall S&P 500, according to Refinitiv Datstream.Netflix   , whose shares have slumped over 14% to start the year, reports on Thursday, the first results from the closely watched \"FAANG\" group of large growth companies. Investors will watch the streaming giant's plans for generating content and its outlook for subscribers.“If they can surprise to the upside on the number of subscribers, I think that is going to be great for the stock price,” said King Lip, chief strategist at Baker Avenue Asset Management, which owns Netflix shares.Among the tech and growth names that have struggled in January are Adobe    and Salesforce.com   , both down about 9%, and DocuSign   , which has dropped about 15%.The ARK Innovation ETF   , which is filled with growth stocks and was the top-performing U.S. equity fund tracked by Morningstar in 2020, is down over 16% so far this year.Yet not everyone is convinced Treasury yields will rise much more, or that investors should flee tech shares as the Fed raises rates.Analysts at Goldman Sachs see the 10-year Treasury yield rising to 2% by the end of the year, \"suggesting only a modest further move in longer-term yields,\" while \"the likelihood of slowing economic growth in 2022 is an argument in favor of growth stocks.\"The yield on the 10-year Treasury note    stood at 1.76% on Friday, after topping 1.8% earlier in the week.A study by the Wells Fargo Investment Institute, meanwhile, found the tech sector appreciated an average of 48.1% during five periods of rising interest rates since the 1990s.Week aheadU.S. markets are closed in observance of the Martin Luther King Jr. holiday on Monday.Notable U.S. corporate earningsTUESDAY:Goldman Sachs Group GS, Truist Financial Corp. TFC, Signature Bank SBNY, PNC Financial PNC, J.B. Hunt Transport Services JBHT, Interactive Brokers Group Inc. IBKRWEDNESDAY:Morgan Stanley MS, Bank of America BAC, U.S. Bancorp. USB, State Street Corp. STT, UnitedHealth Group Inc. UNH, Procter & Gamble PG, Kinder Morgan KMI, Fastenal Co. FASTTHURSDAY:Netflix NFLX, United Airlines Holdings UAL, American Airlines AAL, Baker Hughes BKR, Discover Financial Services DFS, CSX Corp. CSX, Union Pacific Corp. UNP, The Travelers Cos. Inc. TRV, Intuitive Surgical Inc. ISRG, KeyCorp. KEYFRIDAY:Schlumberger SLB, Huntington Bancshares Inc. HBANU.S. economic reportsTuesdayEmpire State manufacturing index for January due at 8:30 a.m. ETNAHB home builders index for January at 10 a.m.WednesdayBuilding permits and starts for December at 8:30 a.m.Philly Fed Index for January at 8:30 a.m.ThursdayInitial jobless claims for the week ended Jan. 15 (and continuing claims for Jan. 8) at 8:30 a.m.Existing home sales for December at 10 a.m.The Wells Fargo institute has a favorable rating on the tech sector, along with communication services, industrials and financials.\"This is all a very recent thing where people have almost talked themselves into tech as being rate sensitive,” said Sameer Samana, senior global market strategist at the Wells Fargo institute.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005174980,"gmtCreate":1642215203255,"gmtModify":1676533693693,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005174980","repostId":"2203201745","repostType":2,"repost":{"id":"2203201745","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":1642201908,"share":"https://ttm.financial/m/news/2203201745?lang=&edition=fundamental","pubTime":"2022-01-15 07:11","market":"us","language":"en","title":"US STOCKS-Dow Closes Lower after Disappointing Bank Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2203201745","media":"Reuters","summary":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda","content":"<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</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 STOCKS-Dow Closes Lower after Disappointing Bank Results</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 STOCKS-Dow Closes Lower after Disappointing Bank Results\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\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4566":"资本集团",".SPX":"S&P 500 Index","AXP":"美国运通","BK4083":"家庭装潢零售","SPY":"标普500ETF","HD":"家得宝","BK4559":"巴菲特持仓","BK4567":"ESG概念","GS":"高盛",".IXIC":"NASDAQ Composite","BK4166":"消费信贷","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091692195,"gmtCreate":1643848906132,"gmtModify":1676533862804,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091692195","repostId":"2208678923","repostType":2,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091934536,"gmtCreate":1643762110677,"gmtModify":1676533852104,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091934536","repostId":"2208255351","repostType":2,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093615983,"gmtCreate":1643607448905,"gmtModify":1676533835752,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093615983","repostId":"1125536439","repostType":2,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099289189,"gmtCreate":1643366054452,"gmtModify":1676533811532,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099289189","repostId":"1191406672","repostType":2,"repost":{"id":"1191406672","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643361443,"share":"https://ttm.financial/m/news/1191406672?lang=&edition=fundamental","pubTime":"2022-01-28 17:17","market":"us","language":"en","title":"7 Stocks To Watch For January 28, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1191406672","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects Chevron Corporation to","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Chevron Corporation</b> to report quarterly earnings at $3.10 per share on revenue of $44.80 billion before the opening bell. Chevron shares rose 0.3% to $135.74 in pre-market trading.</li><li>Analysts expect <b>Charter Communications, Inc.</b> to report quarterly earnings at $6.96 per share on revenue of $13.25 billion before the opening bell. Charter Communications shares rose 0.5% to $563.72 in after-hours trading.</li></ul><ul><li><b>Apple Inc.</b> reported better-than-expected results for its first quarter. iPhone sales nearly doubled from the previous quarter, while Mac sales saw strong year-over-year and quarter-over-quarter growth. Apple shares gained 4.4% to $166.16 in the pre-market trading session.</li><li>Analysts are expecting <b>Colgate-Palmolive Company</b> to have earned $0.79 per share on revenue of $4.43 billion for the latest quarter. The company will release earnings before the markets open. Colgate-Palmolive shares rose 0.2% to $82.85 in after-hours trading.</li></ul><ul><li><b>Visa Inc.</b> reported better-than-expected results for its first quarter on Thursday. Visa shares climbed 4.6% to $215.60 in pre-market trading.</li><li>Before the opening bell,<b>Phillips 66</b> is projected to report quarterly earnings at $1.87 per share on revenue of $29.01 billion. Phillips 66 shares gained 0.2% to $86.00 in after-hours trading.</li><li><b>Western Digital Corporation</b> posted upbeat earnings and sales results for its second quarter, but issued a weak forecast. Western Digital named Wissam Jabre as its CFO. The company said it sees Q3 adjusted earnings of $1.50 to $1.80 per share. Western Digital shares dipped 8% to $49.51 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>7 Stocks To Watch For January 28, 2022</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\">\n7 Stocks To Watch For January 28, 2022\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\">2022-01-28 17:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Chevron Corporation</b> to report quarterly earnings at $3.10 per share on revenue of $44.80 billion before the opening bell. Chevron shares rose 0.3% to $135.74 in pre-market trading.</li><li>Analysts expect <b>Charter Communications, Inc.</b> to report quarterly earnings at $6.96 per share on revenue of $13.25 billion before the opening bell. Charter Communications shares rose 0.5% to $563.72 in after-hours trading.</li></ul><ul><li><b>Apple Inc.</b> reported better-than-expected results for its first quarter. iPhone sales nearly doubled from the previous quarter, while Mac sales saw strong year-over-year and quarter-over-quarter growth. Apple shares gained 4.4% to $166.16 in the pre-market trading session.</li><li>Analysts are expecting <b>Colgate-Palmolive Company</b> to have earned $0.79 per share on revenue of $4.43 billion for the latest quarter. The company will release earnings before the markets open. Colgate-Palmolive shares rose 0.2% to $82.85 in after-hours trading.</li></ul><ul><li><b>Visa Inc.</b> reported better-than-expected results for its first quarter on Thursday. Visa shares climbed 4.6% to $215.60 in pre-market trading.</li><li>Before the opening bell,<b>Phillips 66</b> is projected to report quarterly earnings at $1.87 per share on revenue of $29.01 billion. Phillips 66 shares gained 0.2% to $86.00 in after-hours trading.</li><li><b>Western Digital Corporation</b> posted upbeat earnings and sales results for its second quarter, but issued a weak forecast. Western Digital named Wissam Jabre as its CFO. The company said it sees Q3 adjusted earnings of $1.50 to $1.80 per share. Western Digital shares dipped 8% to $49.51 in pre-market trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHTR":"特许通讯","CVX":"雪佛龙","AAPL":"苹果","CL":"高露洁","WDC":"西部数据","PSX":"Phillips 66","V":"Visa"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191406672","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Chevron Corporation to report quarterly earnings at $3.10 per share on revenue of $44.80 billion before the opening bell. Chevron shares rose 0.3% to $135.74 in pre-market trading.Analysts expect Charter Communications, Inc. to report quarterly earnings at $6.96 per share on revenue of $13.25 billion before the opening bell. Charter Communications shares rose 0.5% to $563.72 in after-hours trading.Apple Inc. reported better-than-expected results for its first quarter. iPhone sales nearly doubled from the previous quarter, while Mac sales saw strong year-over-year and quarter-over-quarter growth. Apple shares gained 4.4% to $166.16 in the pre-market trading session.Analysts are expecting Colgate-Palmolive Company to have earned $0.79 per share on revenue of $4.43 billion for the latest quarter. The company will release earnings before the markets open. Colgate-Palmolive shares rose 0.2% to $82.85 in after-hours trading.Visa Inc. reported better-than-expected results for its first quarter on Thursday. Visa shares climbed 4.6% to $215.60 in pre-market trading.Before the opening bell,Phillips 66 is projected to report quarterly earnings at $1.87 per share on revenue of $29.01 billion. Phillips 66 shares gained 0.2% to $86.00 in after-hours trading.Western Digital Corporation posted upbeat earnings and sales results for its second quarter, but issued a weak forecast. Western Digital named Wissam Jabre as its CFO. The company said it sees Q3 adjusted earnings of $1.50 to $1.80 per share. Western Digital shares dipped 8% to $49.51 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004451982,"gmtCreate":1642672756268,"gmtModify":1676533734129,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004451982","repostId":"1173473733","repostType":2,"repost":{"id":"1173473733","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1642672007,"share":"https://ttm.financial/m/news/1173473733?lang=&edition=fundamental","pubTime":"2022-01-20 17:46","market":"us","language":"en","title":"5 Stocks To Watch For January 20, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1173473733","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:Wall Street expects American Airlines Grou","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>American Airlines Group Inc.</b> to report quarterly loss at $1.47 per share on revenue of $9.37 billion before the opening bell. American Airlines shares slipped 0.3% to $17.26 in pre-market trading.</li><li><b>Alcoa Corporation</b> reported better-than-expected earnings for its fourth quarter. Alcoa shares gained 2.3% to $60.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Netflix, Inc.</b> to have earned $0.82 per share on revenue of $7.71 billion for the latest quarter. The bank will release earnings after the markets close. Netflix shares dropped 0.1% to $515.50 in after-hours trading.</li></ul><ul><li><b>United Airlines Holdings, Inc.</b> reported a narrower-than-expected loss for its fourth quarter, while sales came in above estimates. United Airlines shares, however, fell 1.9% to $43.54 in the after-hours trading session.</li><li>Analysts expect <b>Union Pacific Corporation</b> to report quarterly earnings at $2.61 per share on revenue of $5.62 billion after the closing bell. Union Pacific shares fell 0.5% to $238.40 in after-hours 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>5 Stocks To Watch For January 20, 2022</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\">\n5 Stocks To Watch For January 20, 2022\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\">2022-01-20 17:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>American Airlines Group Inc.</b> to report quarterly loss at $1.47 per share on revenue of $9.37 billion before the opening bell. American Airlines shares slipped 0.3% to $17.26 in pre-market trading.</li><li><b>Alcoa Corporation</b> reported better-than-expected earnings for its fourth quarter. Alcoa shares gained 2.3% to $60.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Netflix, Inc.</b> to have earned $0.82 per share on revenue of $7.71 billion for the latest quarter. The bank will release earnings after the markets close. Netflix shares dropped 0.1% to $515.50 in after-hours trading.</li></ul><ul><li><b>United Airlines Holdings, Inc.</b> reported a narrower-than-expected loss for its fourth quarter, while sales came in above estimates. United Airlines shares, however, fell 1.9% to $43.54 in the after-hours trading session.</li><li>Analysts expect <b>Union Pacific Corporation</b> to report quarterly earnings at $2.61 per share on revenue of $5.62 billion after the closing bell. Union Pacific shares fell 0.5% to $238.40 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AA":"美国铝业","UAL":"联合大陆航空","AAL":"美国航空","UNP":"联合太平洋","NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173473733","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects American Airlines Group Inc. to report quarterly loss at $1.47 per share on revenue of $9.37 billion before the opening bell. American Airlines shares slipped 0.3% to $17.26 in pre-market trading.Alcoa Corporation reported better-than-expected earnings for its fourth quarter. Alcoa shares gained 2.3% to $60.99 in the after-hours trading session.Analysts are expecting Netflix, Inc. to have earned $0.82 per share on revenue of $7.71 billion for the latest quarter. The bank will release earnings after the markets close. Netflix shares dropped 0.1% to $515.50 in after-hours trading.United Airlines Holdings, Inc. reported a narrower-than-expected loss for its fourth quarter, while sales came in above estimates. United Airlines shares, however, fell 1.9% to $43.54 in the after-hours trading session.Analysts expect Union Pacific Corporation to report quarterly earnings at $2.61 per share on revenue of $5.62 billion after the closing bell. Union Pacific shares fell 0.5% to $238.40 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005247074,"gmtCreate":1642327878530,"gmtModify":1676533701575,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005247074","repostId":"1169852230","repostType":2,"repost":{"id":"1169852230","kind":"news","pubTimestamp":1642295348,"share":"https://ttm.financial/m/news/1169852230?lang=&edition=fundamental","pubTime":"2022-01-16 09:09","market":"us","language":"en","title":"Palantir: The Myth Of Overvaluation","url":"https://stock-news.laohu8.com/highlight/detail?id=1169852230","media":"Seeking Alpha","summary":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares o","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir went through a large drop in pricing in Q4’21 and in the early days of 2022.</li><li>Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.</li><li>Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.</li></ul><p>The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don&#39;t see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm&#39;s commercial growth. That Palantir is overvalued, is a myth!</p><p><b>Commercial revenue growth could accelerate as new products launch</b></p><p>There are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.</p><p>What am I most excited about, as a Palantir investor, is Palantir&#39;s opening of a new growth frontier in the big data world. Palantir will start to roll out its &#34;Foundry for Crypto&#34; in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir&#39;s Foundry for Crypto could make a big difference in legitimizing this industry.</p><p>Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir&#39;s Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir&#39;s Foundry for Crypto platform by leading market institutions could materially accelerate Palantir&#39;s commercial revenue growth.</p><p>Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir&#39;s commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm&#39;s products and services. Palantir&#39;s commercial revenue growth accelerated from 19% in Q1&#39;21 to 28% in Q2&#39;21, and then to 37% in Q3&#39;21. Palantir&#39;s revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3&#39;21.</p><p><b>Palantir is not overvalued based on expected free cash flow ramp</b></p><p>Palantir&#39;s business reached a critical point in FY 2021 and the proof is in the company&#39;s growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir&#39;s Q3&#39;21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.<img src=\"https://static.tigerbbs.com/5e54fb7120d0b51650400b5081ae56a9\" tg-width=\"1280\" tg-height=\"413\" width=\"100%\" height=\"auto\"/>I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm&#39;s products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir&#39;s free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.<img src=\"https://static.tigerbbs.com/48214b624573bdb844c741431b6fac4e\" tg-width=\"599\" tg-height=\"163\" width=\"100%\" height=\"auto\"/>And investors should not forget about this potentially massive income stream…</p><p><b>The &#34;forgotten&#34; SPAC business</b></p><p>Palantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3&#39;21, the firm&#39;s total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.<img src=\"https://static.tigerbbs.com/c452699a2b9ef7ab9b9b5f16074fd788\" tg-width=\"935\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><b>Risks with Palantir</b></p><p>The biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm&#39;s business model works in practice. Palantir&#39;s business is evolving and progress is measurable and undeniable. The proof is in Palantir&#39;s improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir&#39;s services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3&#39;21, there is no evidence that customers are unhappy with the services they receive. Palantir&#39;s total customer base increased at a massive 20% rate quarter over quarter in Q3&#39;21, proving significant momentum in customer sign-ups.</p><p>I am willing to change my opinion on Palantir if the firm&#39;s actual revenue growth rates and free cash flow margins drop below my estimates.</p><p><b>Final thoughts</b></p><p>Based off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!</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: The Myth Of Overvaluation</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: The Myth Of Overvaluation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation\">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/4479733-palantir-the-myth-of-overvaluation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169852230","content_text":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don't see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm's commercial growth. That Palantir is overvalued, is a myth!Commercial revenue growth could accelerate as new products launchThere are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.What am I most excited about, as a Palantir investor, is Palantir's opening of a new growth frontier in the big data world. Palantir will start to roll out its \"Foundry for Crypto\" in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir's Foundry for Crypto could make a big difference in legitimizing this industry.Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir's Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir's Foundry for Crypto platform by leading market institutions could materially accelerate Palantir's commercial revenue growth.Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir's commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm's products and services. Palantir's commercial revenue growth accelerated from 19% in Q1'21 to 28% in Q2'21, and then to 37% in Q3'21. Palantir's revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3'21.Palantir is not overvalued based on expected free cash flow rampPalantir's business reached a critical point in FY 2021 and the proof is in the company's growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir's Q3'21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm's products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir's free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.And investors should not forget about this potentially massive income stream…The \"forgotten\" SPAC businessPalantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3'21, the firm's total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.Risks with PalantirThe biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm's business model works in practice. Palantir's business is evolving and progress is measurable and undeniable. The proof is in Palantir's improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir's services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3'21, there is no evidence that customers are unhappy with the services they receive. Palantir's total customer base increased at a massive 20% rate quarter over quarter in Q3'21, proving significant momentum in customer sign-ups.I am willing to change my opinion on Palantir if the firm's actual revenue growth rates and free cash flow margins drop below my estimates.Final thoughtsBased off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095852965,"gmtCreate":1644885173514,"gmtModify":1676533971556,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095852965","repostId":"2211950054","repostType":2,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091322385,"gmtCreate":1643781367776,"gmtModify":1676533855944,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091322385","repostId":"2208330264","repostType":2,"repost":{"id":"2208330264","kind":"highlight","pubTimestamp":1643761417,"share":"https://ttm.financial/m/news/2208330264?lang=&edition=fundamental","pubTime":"2022-02-02 08:23","market":"us","language":"en","title":"Crypto Crash: 1 Top Cryptocurrency to Buy in a Heartbeat","url":"https://stock-news.laohu8.com/highlight/detail?id=2208330264","media":"Motley Fool","summary":"The promise of real-world use cases makes this an easy investing decision.","content":"<html><head></head><body><p>Since the start of the new year, the cryptocurrency market has lost a jaw-dropping 25% (as of Jan. 27) in 27 days. The Federal Reserve&#39;s intention to start raising interest rates in March is encouraging investors to adopt a risk-off approach. This negatively impacts high-growth stocks, but it also adversely affects digital assets.</p><p>The cryptocurrency market is clearly taking a dive. Consequently, this just might be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best times to buy <b>Ethereum</b> (CRYPTO:ETH), the world&#39;s second-most valuable cryptocurrency. Here&#39;s why. </p><p><img src=\"https://static.tigerbbs.com/5e55778fa4732da24b1a14ed4fcaafa2\" tg-width=\"700\" tg-height=\"478\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>What is Ethereum? </h2><p>As the top programmable blockchain, Ethereum&#39;s network allows developers to build smart contracts on top of it. These are computer programs that self-execute if and when certain conditions are met. Ethereum&#39;s founders set out to create a decentralized, global computing platform functionality that opens up the potential for real-world use cases, as I&#39;ll discuss later. This structure is completely different than <b>Bitcoin</b> (CRYPTO: BTC), which is meant to be a peer-to-peer electronic cash system. </p><p>One of the biggest knocks on Ethereum and Bitcoin relates to their proof-of-work consensus mechanisms. This validation method requires massive amounts of computing power to solve mathematical puzzles in order to verify transactions. It&#39;s extremely energy-intensive and slow. </p><p>But Ethereum is gearing up for a major makeover to solve these problems. </p><h2>Scaling Ethereum </h2><p>A more environmentally friendly and faster consensus system is on the way. Previously dubbed ETH2, but now simply called the consensus layer, the plan is for Ethereum to transition to a proof-of-stake mechanism, where owners of Ether (ETH), the native token, can stake their holdings in order to earn the right to validate new blocks. Proponents view it as a necessary update to make Ethereum more scalable and sustainable. </p><p>Another critical part of the upgrade is the planned introduction of shard chains, set to be completed in 2023. Sharding will improve Ethereum&#39;s capacity significantly by adding 64 new side chains to the entire network. </p><p>Ethereum can only process something like 15 transactions per second (TPS) today, not even remotely enough to handle surging demand. For comparison&#39;s sake, <b><a href=\"https://laohu8.com/S/V\">Visa</a></b> and <b>Mastercard</b> can process tens of thousands of TPS. Because of this limited scalability, whenever network congestion is high, the cost to process transactions, known as gas fees, can skyrocket. The average gas fee right now is $145. If Ethereum ever wants to achieve widespread adoption, this obviously won&#39;t cut it. </p><p>That&#39;s why the implementation of the consensus layer, and a switch to proof-of-stake, will be closely watched this year. It could be a major catalyst for Ethereum&#39;s price.  </p><h2>Proving that real-world use cases exist </h2><p>Scaling Ethereum is extremely vital to its long-term viability, particularly at a time when decentralized applications (dApps), including decentralized finance (DeFi) protocols and non-fungible tokens (NFTs), are gaining in popularity. There are nearly 3,000 dApps, from gaming and social media to security and identity functions, running on Ethereum today. </p><p>Some interesting projects built on top of Ethereum are DeFi services like <b>Aave</b> and <b>Compound</b>. These apps let users deposit their cryptocurrency balances and borrow against them, often at more favorable interest rates than what traditional banks can offer. And when it comes to NFTs, OpenSea is by far the largest platform, having just raised $300 million in funding and now valued at $13.3 billion. </p><p>Ethereum&#39;s programmability can pave the way for a wide range of use cases that can upend numerous industries. And because dApps built on Ethereum&#39;s blockchain require ETH to run, the growth of these innovative projects supports demand, and a rising value, for Ethereum over time. </p><h2>Being able to stomach the volatility </h2><p>While Ethereum definitely shows promise to bring real utility from the cryptocurrency world to the mainstream, its price will continue to be volatile. Investors should brace for this inevitability. Price drawdowns in excess of 50% can and will happen, so you have to ask yourself if this is right for you. </p><p>Although Ethereum has plunged 49% since Nov. 10, it&#39;s still up an incredible 23,000% over the past five years. The recent dip can be a perfect entry point for long-term investors. </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>Crypto Crash: 1 Top Cryptocurrency to Buy in a Heartbeat</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\">\nCrypto Crash: 1 Top Cryptocurrency to Buy in a Heartbeat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-02 08:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/01/crypto-crash-1-top-crypto-to-buy-in-a-heartbeat/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the start of the new year, the cryptocurrency market has lost a jaw-dropping 25% (as of Jan. 27) in 27 days. The Federal Reserve's intention to start raising interest rates in March is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/01/crypto-crash-1-top-crypto-to-buy-in-a-heartbeat/\">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://www.fool.com/investing/2022/02/01/crypto-crash-1-top-crypto-to-buy-in-a-heartbeat/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208330264","content_text":"Since the start of the new year, the cryptocurrency market has lost a jaw-dropping 25% (as of Jan. 27) in 27 days. The Federal Reserve's intention to start raising interest rates in March is encouraging investors to adopt a risk-off approach. This negatively impacts high-growth stocks, but it also adversely affects digital assets.The cryptocurrency market is clearly taking a dive. Consequently, this just might be one of the best times to buy Ethereum (CRYPTO:ETH), the world's second-most valuable cryptocurrency. Here's why. Image source: Getty Images.What is Ethereum? As the top programmable blockchain, Ethereum's network allows developers to build smart contracts on top of it. These are computer programs that self-execute if and when certain conditions are met. Ethereum's founders set out to create a decentralized, global computing platform functionality that opens up the potential for real-world use cases, as I'll discuss later. This structure is completely different than Bitcoin (CRYPTO: BTC), which is meant to be a peer-to-peer electronic cash system. One of the biggest knocks on Ethereum and Bitcoin relates to their proof-of-work consensus mechanisms. This validation method requires massive amounts of computing power to solve mathematical puzzles in order to verify transactions. It's extremely energy-intensive and slow. But Ethereum is gearing up for a major makeover to solve these problems. Scaling Ethereum A more environmentally friendly and faster consensus system is on the way. Previously dubbed ETH2, but now simply called the consensus layer, the plan is for Ethereum to transition to a proof-of-stake mechanism, where owners of Ether (ETH), the native token, can stake their holdings in order to earn the right to validate new blocks. Proponents view it as a necessary update to make Ethereum more scalable and sustainable. Another critical part of the upgrade is the planned introduction of shard chains, set to be completed in 2023. Sharding will improve Ethereum's capacity significantly by adding 64 new side chains to the entire network. Ethereum can only process something like 15 transactions per second (TPS) today, not even remotely enough to handle surging demand. For comparison's sake, Visa and Mastercard can process tens of thousands of TPS. Because of this limited scalability, whenever network congestion is high, the cost to process transactions, known as gas fees, can skyrocket. The average gas fee right now is $145. If Ethereum ever wants to achieve widespread adoption, this obviously won't cut it. That's why the implementation of the consensus layer, and a switch to proof-of-stake, will be closely watched this year. It could be a major catalyst for Ethereum's price.  Proving that real-world use cases exist Scaling Ethereum is extremely vital to its long-term viability, particularly at a time when decentralized applications (dApps), including decentralized finance (DeFi) protocols and non-fungible tokens (NFTs), are gaining in popularity. There are nearly 3,000 dApps, from gaming and social media to security and identity functions, running on Ethereum today. Some interesting projects built on top of Ethereum are DeFi services like Aave and Compound. These apps let users deposit their cryptocurrency balances and borrow against them, often at more favorable interest rates than what traditional banks can offer. And when it comes to NFTs, OpenSea is by far the largest platform, having just raised $300 million in funding and now valued at $13.3 billion. Ethereum's programmability can pave the way for a wide range of use cases that can upend numerous industries. And because dApps built on Ethereum's blockchain require ETH to run, the growth of these innovative projects supports demand, and a rising value, for Ethereum over time. Being able to stomach the volatility While Ethereum definitely shows promise to bring real utility from the cryptocurrency world to the mainstream, its price will continue to be volatile. Investors should brace for this inevitability. Price drawdowns in excess of 50% can and will happen, so you have to ask yourself if this is right for you. Although Ethereum has plunged 49% since Nov. 10, it's still up an incredible 23,000% over the past five years. The recent dip can be a perfect entry point for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092691825,"gmtCreate":1644599300758,"gmtModify":1676533945352,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092691825","repostId":"2210695545","repostType":2,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098451189,"gmtCreate":1644210034866,"gmtModify":1676533900148,"author":{"id":"3575634917848634","authorId":"3575634917848634","name":"HongYu95","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575634917848634","authorIdStr":"3575634917848634"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098451189","repostId":"1113425409","repostType":2,"repost":{"id":"1113425409","kind":"news","pubTimestamp":1644206561,"share":"https://ttm.financial/m/news/1113425409?lang=&edition=fundamental","pubTime":"2022-02-07 12:02","market":"us","language":"en","title":"Tesla Is Said to Be Developing App Store to Rival Apple and Android","url":"https://stock-news.laohu8.com/highlight/detail?id=1113425409","media":"The Driven","summary":"Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicl","content":"<html><head></head><body><p>Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.</p><p>The question of whether Tesla is working on an app store surfaced after the latest version 11 update of Tesla’s in-car interface in December, when Tesla introduced a customisable icon bar at the bottom of the touchscreen.</p><p>This led some to speculate that Tesla boss Elon Musk would announce the app initiative at the company’s latest earnings call in late January, but this did not eventuate.</p><p>Now, the view that Tesla could already be developing an app store has been given more legs, after Sawyer Merritt, a Tesla investor considered to be “in the know”, retweeted a video of late Apple CEO Steve Jobs introducing the App Store on Twitter, saying “Rumor has it something similar is coming soon to something with four wheels that starts with a T.”</p><p><img src=\"https://static.tigerbbs.com/2aaef2b9080fac6a2db96cfc222fd69a\" tg-width=\"664\" tg-height=\"803\" width=\"100%\" height=\"auto\"/></p><p>This was quickly retweeted by Teslascope, the Twitter account of a Tesla trip tracking app by the same name.</p><p>“The rumor is out! Tesla has been working on their own “App Store” since around May 2021 and will launch before deliveries of the Cybertruck. This is what we expected to be shared during the earnings call, although@elonmuskdid share this would be the year of “software”,” it posted.</p><p>Teslascope went on to clarify: “Given this not being mentioned during the earnings call, it is our belief that the intended launch period may have been extended, although work has been in progress since the inception of V11 UI with the refreshed Model S/X.”</p><p><img src=\"https://static.tigerbbs.com/3703ccd93dfda3e688b573b5f2d0dc1e\" tg-width=\"665\" tg-height=\"777\" width=\"100%\" height=\"auto\"/></p><p>We must note that Musk has not specifically said 2022 will be the “year of software” anywhere that we have been able to track down.</p><p>What he HAS said is that, “Tesla is as much a software company as it is a hardware company, both in car and in factory. This is not widely understood.”</p><p><img src=\"https://static.tigerbbs.com/61f2ce6729e18d39c9c6dd66920e072f\" tg-width=\"830\" tg-height=\"535\" width=\"100%\" height=\"auto\"/></p><p>The reference to the “year of software” likely refers to comments made by Musk in the Tesla Q4 2021 earnings call that its full self-driving (FSD) software would be the “biggest increase in asset value of any asset class in history.”</p><p>This was echoed by CFO Zachary Kirkhorn who said: “With the rapid development of FSD, software-based profits will ultimately become a strong addition to the profits generated by selling hardware,” and that, “the software portion of the business, I think, is the one to really pay attention to.”</p><p>If Tesla were to introduce an app store it could add another interesting facet to the pioneering electric brand, which has spearheaded the concept of “software on wheels” with its range of electric cars.</p><p>It’s also been argued that by deploying an app store, Tesla would be able to create another revenue stream to add to products like self-driving subscriptions.</p><p>It’s not like Tesla needs to introduce apps to compete with the likes of Volvo and Polestar, which have integrated Android Automotive into their EVs making it possible to access vehicle-specific apps via Google Play Store, but having long ago ruled out the integration of Car Play and Android Auto (both phone mirroring systems not to be confused with Android Automotive) into its electric cars, Tesla may have long been planning its own app store venture.</p><p>While one user pointed out that the revenue generated from introducing apps might not generate a lot of revenue per car, there’s more to having a proprietary app store than just raking in app subscriptions.</p><p>After all, people don’t replace their cars at the same rate that they replace their smartphones, and are not owned by every teenager and child in the playground either.</p><p><img src=\"https://static.tigerbbs.com/bf547f7e17bfd29098b114e01a1df78f\" tg-width=\"832\" tg-height=\"638\" width=\"100%\" height=\"auto\"/></p><p>But they are a much higher order product, generating thousands more in revenue per item than a phone.</p><p>The keyword is “ecosystem”. It is the same concept that keeps users tied to iPhones or Android-based phones year after year. Once a driver has their systems set up on a particular operating system, they are much more reticent to change brands – something that has the potential to further cement Tesla as that leading carmaker on the planet for years to come.</p><p>That’s not even with the deployment of full self-driving taken into account, which could have the effect of reducing the number of cars owned per capita (a good thing) but could also further place Tesla in front – when and if it finally deploys it as a fully working autonomous driving system.</p><p>Which reminds us, where is the Apple EV?</p></body></html>","source":"lsy1644206623939","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Said to Be Developing App Store to Rival Apple and Android</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Said to Be Developing App Store to Rival Apple and Android\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/><strong>The Driven</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.The question of whether...</p>\n\n<a href=\"https://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/\">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://thedriven.io/2022/02/07/tesla-said-to-be-developing-app-store-to-rival-apple-and-android/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113425409","content_text":"Tesla may be working on its own Apple-like app store that would enable owners of its electric vehicles to download and install apps, much like on an Apple or Android smartphone.The question of whether Tesla is working on an app store surfaced after the latest version 11 update of Tesla’s in-car interface in December, when Tesla introduced a customisable icon bar at the bottom of the touchscreen.This led some to speculate that Tesla boss Elon Musk would announce the app initiative at the company’s latest earnings call in late January, but this did not eventuate.Now, the view that Tesla could already be developing an app store has been given more legs, after Sawyer Merritt, a Tesla investor considered to be “in the know”, retweeted a video of late Apple CEO Steve Jobs introducing the App Store on Twitter, saying “Rumor has it something similar is coming soon to something with four wheels that starts with a T.”This was quickly retweeted by Teslascope, the Twitter account of a Tesla trip tracking app by the same name.“The rumor is out! Tesla has been working on their own “App Store” since around May 2021 and will launch before deliveries of the Cybertruck. This is what we expected to be shared during the earnings call, although@elonmuskdid share this would be the year of “software”,” it posted.Teslascope went on to clarify: “Given this not being mentioned during the earnings call, it is our belief that the intended launch period may have been extended, although work has been in progress since the inception of V11 UI with the refreshed Model S/X.”We must note that Musk has not specifically said 2022 will be the “year of software” anywhere that we have been able to track down.What he HAS said is that, “Tesla is as much a software company as it is a hardware company, both in car and in factory. This is not widely understood.”The reference to the “year of software” likely refers to comments made by Musk in the Tesla Q4 2021 earnings call that its full self-driving (FSD) software would be the “biggest increase in asset value of any asset class in history.”This was echoed by CFO Zachary Kirkhorn who said: “With the rapid development of FSD, software-based profits will ultimately become a strong addition to the profits generated by selling hardware,” and that, “the software portion of the business, I think, is the one to really pay attention to.”If Tesla were to introduce an app store it could add another interesting facet to the pioneering electric brand, which has spearheaded the concept of “software on wheels” with its range of electric cars.It’s also been argued that by deploying an app store, Tesla would be able to create another revenue stream to add to products like self-driving subscriptions.It’s not like Tesla needs to introduce apps to compete with the likes of Volvo and Polestar, which have integrated Android Automotive into their EVs making it possible to access vehicle-specific apps via Google Play Store, but having long ago ruled out the integration of Car Play and Android Auto (both phone mirroring systems not to be confused with Android Automotive) into its electric cars, Tesla may have long been planning its own app store venture.While one user pointed out that the revenue generated from introducing apps might not generate a lot of revenue per car, there’s more to having a proprietary app store than just raking in app subscriptions.After all, people don’t replace their cars at the same rate that they replace their smartphones, and are not owned by every teenager and child in the playground either.But they are a much higher order product, generating thousands more in revenue per item than a phone.The keyword is “ecosystem”. It is the same concept that keeps users tied to iPhones or Android-based phones year after year. Once a driver has their systems set up on a particular operating system, they are much more reticent to change brands – something that has the potential to further cement Tesla as that leading carmaker on the planet for years to come.That’s not even with the deployment of full self-driving taken into account, which could have the effect of reducing the number of cars owned per capita (a good thing) but could also further place Tesla in front – when and if it finally deploys it as a fully working autonomous driving system.Which reminds us, where is the Apple EV?","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}