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RabbiToh

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2023-08-06

Positive

Palantir Q2 Preview: Be Cautious And Trim Profits

05-29

Hi mate, Well said. Cheers!

Nvidia: The Next Bull Run Begins

2023-07-17

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24H | Palantir Shares Continue to Rise 3% After Hitting New Highs in Prior Session

05-26

$NVIDIA Corp(NVDA)$ Bullish

2023-08-07

$Palantir Technologies Inc.(PLTR)$

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Cheers!","listText":"Hi mate, Well said. Cheers!","text":"Hi mate, Well said. Cheers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311112762679472","repostId":"2439307177","repostType":2,"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310198472093728,"gmtCreate":1716730585851,"gmtModify":1716732119739,"author":{"id":"3576730359912703","authorId":"3576730359912703","name":"RabbiToh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576730359912703","authorIdStr":"3576730359912703"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bullish&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bullish&nbsp;","text":"$NVIDIA Corp(NVDA)$ 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09:31","market":"us","language":"en","title":"Palantir Q2 Preview: Be Cautious And Trim Profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2357440925","media":"seekingalpha","summary":"I Say A Small Beat on Both In the last 11 quarters, Palantir has beaten EPS estimates 7times and revenue estimates 11 times. While the revenue streak sounds impressive, the beats have ranged between 0.27% and 7%, which suggests analysts already have a firm grasp of reality when it comes to the company's ability to sell. The EPS beats  have been by a much wider margin ranging from -45% to as high as 145%. This tells me the company's profit margin and operational capabilities still have an element of surprise in them, in addition to the law of small numbers . This quarter's EPS could be a different story however, given that Palantir has already committed to each quarter in 2023 being profitable. I expect a small beat on revenue given the momentum in new products like AIP and a","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca0459f275b9aed733014624cae2dc80\" tg-width=\"750\" tg-height=\"500\"/></p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) is expected to report results for its Q2 that ended June 30th, 2023, post-market on Monday, August 7th. Analysts expect Palantir to report a GAAP EPS of 1 cent on revenue of $533.57 million. Should Palantir meet these numbers, this would mark the third consecutive profitable quarter for the company and keep it on track to meet its guidance of each quarter in 2023 being profitable.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e03b6331020f263e04b29968d9b5b27\" tg-width=\"611\" tg-height=\"241\"/></p><p>PLTR Upcoming Earnings (Seekingalpha.com)</p><p></p><p>In my last coverage on Palantir, I suggested investors to use Covered Calls to avoid selling their shares too early, while rating the stock a &#34;Hold&#34;. Since then, the stock has gained about 20% compared to the market&#39;s 4%.</p><p>With that background out of the way, let&#39;s preview Palantir&#39;s Q2 without any further ado.</p><h2 id=\"id_1075475583\">Enormous Expectations</h2><p>Beyond the 20% increase in expected EPS shown below, Palantir is generally going into Q2 earnings with massive expectations. Analysts have been pounding the table on AI&#39;s prospects in general for about two quarters now. Things have gone on to a fever pitch with some calling it the 4th industrial revolution and that Palantir is the thick of actions. There is an element of truth to this but I am not sure the time to pound the table was after the stock has risen 200% YTD. More than mere numbers, the market may be looking for more magical product updates, especially on leveraging AI.</p><p>When expectations are enormous, even if a company meets the numbers, it leads to what&#39;s called &#34;sell the news&#34; because the rumors may have already played their part in the stock&#39;s runup. I agree with this cautious tone from another analyst who seems to opine that while AI is potentially lucrative, the hype may have gone too far and could end up overpowering the actual impressive growth story that Palantir is. As an example of how far Palantir&#39;s stock has travelled thanks to the AI hype, the stock is trading at 4 times 2032&#39;s projected revenue. While a totally different company at a different stage of its life-cycle, Apple Inc. (AAPL) is trading at 7 times 2022&#39;s actual revenue.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb35a8874385884319ce5c9cfbc793f1\" tg-width=\"640\" tg-height=\"245\"/></p><p>PLTR EPS Revisions (Seekingalpha.com)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e17027b4b3bf19c4164af18844682cbe\" tg-width=\"640\" tg-height=\"106\"/></p><p>PLTR EPS Revisions (Seekingalpha.com)</p><p></p><h2 id=\"id_3254421989\">Beat or Miss? I Say A Small Beat on Both</h2><p>In the last 11 quarters, Palantir has beaten EPS estimates 7times and revenue estimates 11 times. While the revenue streak sounds impressive, the beats have ranged between 0.27% and 7%, which suggests analysts already have a firm grasp of reality when it comes to the company&#39;s ability to sell. The EPS beats (or misses) have been by a much wider margin ranging from -45% to as high as 145%. This tells me the company&#39;s profit margin and operational capabilities still have an element of surprise in them, in addition to the law of small numbers (prone to wider fluctuations).</p><p>This quarter&#39;s EPS could be a different story however, given that Palantir has already committed to each quarter in 2023 being profitable. I expect a small beat on revenue given the momentum in new products like AIP and a meet on EPS given the company&#39;s public commitment to a profitable quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea3058e863a6e63880ea764ef20cc300\" tg-width=\"640\" tg-height=\"245\"/></p><p>PLTR EPS Surprise (Seekingalpha.com)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68103b2f0b8fa72d413ca748e9b07387\" tg-width=\"640\" tg-height=\"245\"/></p><p>PLTR Revenue Surprise (Seekingalpha.com)</p><p></p><h2 id=\"id_2156291\">Main Stories - AI and Continuing Profitability</h2><p>From a financial perspective, one of the main stories will be whether the company can report a third consecutive (GAAP) profitable quarter and stay on track to meet its guidance for each of the quarters in 2023 being profitable. Another item of note will be the gross margin, which has consistently remained in the early 80s for the last 5 quarters at least.</p><p>From a business perspective, there is no prize for guessing what will be getting the most attention from investors. AI. In Q1&#39;s report, the company highlighted its Artificial Intelligence Platform (&#34;AIP&#34;). In that presentation, AIP was intelligently slotted right in the middle of the company&#39;s existing ecosystem, suggesting that Palantir customers will be able to leverage AIP&#39;s language models, automation and data foundations within their existing ecosystem. Since then, the company had its first AIPCon, where C-Suites from Palantir&#39;s current and potential customers participated. It will be interesting to hear if the company gained real business traction with deals directly related to AIP.</p><p>Finally, the company has been awarded quite a few contracts since the last earnings report. It will be interesting to see whether Palantir sheds more light on the profitability of these contracts. Expected revenue from these contracts range from $25 million to as much as $463 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e09b3731a7f095643b56a30b45c27ab\" tg-width=\"640\" tg-height=\"411\"/></p><p>AIP PLTR (investors.palantir.com)</p><p></p><h3 id=\"id_2972797153\">Valuation - The Multi-Billion Dollar Question</h3><p>The biggest conundrum here is how do you value a trend-setter. Palantir has an early-mover, if not first-mover, advantage when it comes to leveraging AI across enterprise data analytics applications. While AI&#39;s market-size is projected to reach nearly $2 trillion by 2030, this space is already filled with many players ranging from energetic start-ups with ideas all the way up to the likes of Apple and Microsoft Corporation (MSFT) with the deepest resources possible.</p><p>Everything said and done about the future prospects, it is undeniable that the stock is way ahead of itself based on current business reality. In the company&#39;s own words, it expects to make a maximum revenue of $2.235 billion in 2023. That means, the stock is trading at a revenue multiple of 17, which just spins my head.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a87e02530adf323c76ae33603127516\" tg-width=\"640\" tg-height=\"491\"/></p><p>PLTR FY 2023 Guidance (investors.palantir.com)</p><p></p><h2 id=\"id_435901265\">Technical Strength - Strong But Be Wary</h2><p>Palantir&#39;s stock is solidly above all the commonly used moving averages as shown below. Especially impressive is the fact that the current price is almost 100% above the 200-Day moving average, which shows super strong overall uptrend. However, in such rapid moves up, it is extremely likely that the stock has many unfilled gaps lower. That means, should earnings disappoint, the stock may struggle to find a firm bottom with even the 100-Day moving average about 33% from the current price.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19cf3a211e3885e891c036e1a3e55646\" tg-width=\"636\" tg-height=\"266\"/></p><p>PLTR Moving Avgs (barchart.com)</p><p></p><p>The stock&#39;s Relative Strength Index (&#34;RSI&#34;) of 58.1 is not surprising given the near 10% pullback in the stock price since breaching $20 on August 1st. I&#39;d argue this actually makes thing more favorable for the bulls than if the stock had gone into earnings with further momentum and extremely overbought conditions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dec4662618ad63d34e4631a2ba925e33\" tg-width=\"640\" tg-height=\"120\"/></p><p>PLTR RSI (profitspi.com)</p><p></p><h2 id=\"id_1612067729\">Conclusion</h2><p>While I may be sounding cautious throughout the article, there are many aspects of Palantir that I like. I like the fact that the company has turned (GAAP) profitable already. I like that it has no debt and nearly $3 billion in cash. And there is something earnest about CEO Alex Karp that I am not able to explain well. Something about him reeks of honesty and vision. But stock tends to get far ahead of even the most grandiose vision. I believe that is the case with Palantir right now after a 200% run YTD. I expect the company to be profitable in Q2 as well but that may not cut it at the current lofty valuation. I highly suggest trimming your position and booking profits (directly or at least sell covered calls to collect premiums). The ideal position would be to let the house money (your gains) in and take out your original investment if possible. That said, I don&#39;t suggest entirely selling out your position due to the long-term potential and short-term momentum the company has.</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 Q2 Preview: Be Cautious And Trim Profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Q2 Preview: Be Cautious And Trim Profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-07 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4624534-palantir-q2-preview-be-cautious-and-trim-profits><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc. (NYSE:PLTR) is expected to report results for its Q2 that ended June 30th, 2023, post-market on Monday, August 7th. Analysts expect Palantir to report a GAAP EPS of 1 cent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4624534-palantir-q2-preview-be-cautious-and-trim-profits\">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.","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4512":"苹果概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4567":"ESG概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","BK4576":"AR","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4535":"淡马锡持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4547":"WSB热门概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4577":"网络游戏","BK4559":"巴菲特持仓","LU0171293334.USD":"贝莱德英国基金A2","BK4579":"人工智能","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4503":"景林资产持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4574":"无人驾驶","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC"},"source_url":"https://seekingalpha.com/article/4624534-palantir-q2-preview-be-cautious-and-trim-profits","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2357440925","content_text":"Palantir Technologies Inc. (NYSE:PLTR) is expected to report results for its Q2 that ended June 30th, 2023, post-market on Monday, August 7th. Analysts expect Palantir to report a GAAP EPS of 1 cent on revenue of $533.57 million. Should Palantir meet these numbers, this would mark the third consecutive profitable quarter for the company and keep it on track to meet its guidance of each quarter in 2023 being profitable.PLTR Upcoming Earnings (Seekingalpha.com)In my last coverage on Palantir, I suggested investors to use Covered Calls to avoid selling their shares too early, while rating the stock a \"Hold\". Since then, the stock has gained about 20% compared to the market's 4%.With that background out of the way, let's preview Palantir's Q2 without any further ado.Enormous ExpectationsBeyond the 20% increase in expected EPS shown below, Palantir is generally going into Q2 earnings with massive expectations. Analysts have been pounding the table on AI's prospects in general for about two quarters now. Things have gone on to a fever pitch with some calling it the 4th industrial revolution and that Palantir is the thick of actions. There is an element of truth to this but I am not sure the time to pound the table was after the stock has risen 200% YTD. More than mere numbers, the market may be looking for more magical product updates, especially on leveraging AI.When expectations are enormous, even if a company meets the numbers, it leads to what's called \"sell the news\" because the rumors may have already played their part in the stock's runup. I agree with this cautious tone from another analyst who seems to opine that while AI is potentially lucrative, the hype may have gone too far and could end up overpowering the actual impressive growth story that Palantir is. As an example of how far Palantir's stock has travelled thanks to the AI hype, the stock is trading at 4 times 2032's projected revenue. While a totally different company at a different stage of its life-cycle, Apple Inc. (AAPL) is trading at 7 times 2022's actual revenue.PLTR EPS Revisions (Seekingalpha.com)PLTR EPS Revisions (Seekingalpha.com)Beat or Miss? I Say A Small Beat on BothIn the last 11 quarters, Palantir has beaten EPS estimates 7times and revenue estimates 11 times. While the revenue streak sounds impressive, the beats have ranged between 0.27% and 7%, which suggests analysts already have a firm grasp of reality when it comes to the company's ability to sell. The EPS beats (or misses) have been by a much wider margin ranging from -45% to as high as 145%. This tells me the company's profit margin and operational capabilities still have an element of surprise in them, in addition to the law of small numbers (prone to wider fluctuations).This quarter's EPS could be a different story however, given that Palantir has already committed to each quarter in 2023 being profitable. I expect a small beat on revenue given the momentum in new products like AIP and a meet on EPS given the company's public commitment to a profitable quarter.PLTR EPS Surprise (Seekingalpha.com)PLTR Revenue Surprise (Seekingalpha.com)Main Stories - AI and Continuing ProfitabilityFrom a financial perspective, one of the main stories will be whether the company can report a third consecutive (GAAP) profitable quarter and stay on track to meet its guidance for each of the quarters in 2023 being profitable. Another item of note will be the gross margin, which has consistently remained in the early 80s for the last 5 quarters at least.From a business perspective, there is no prize for guessing what will be getting the most attention from investors. AI. In Q1's report, the company highlighted its Artificial Intelligence Platform (\"AIP\"). In that presentation, AIP was intelligently slotted right in the middle of the company's existing ecosystem, suggesting that Palantir customers will be able to leverage AIP's language models, automation and data foundations within their existing ecosystem. Since then, the company had its first AIPCon, where C-Suites from Palantir's current and potential customers participated. It will be interesting to hear if the company gained real business traction with deals directly related to AIP.Finally, the company has been awarded quite a few contracts since the last earnings report. It will be interesting to see whether Palantir sheds more light on the profitability of these contracts. Expected revenue from these contracts range from $25 million to as much as $463 million.AIP PLTR (investors.palantir.com)Valuation - The Multi-Billion Dollar QuestionThe biggest conundrum here is how do you value a trend-setter. Palantir has an early-mover, if not first-mover, advantage when it comes to leveraging AI across enterprise data analytics applications. While AI's market-size is projected to reach nearly $2 trillion by 2030, this space is already filled with many players ranging from energetic start-ups with ideas all the way up to the likes of Apple and Microsoft Corporation (MSFT) with the deepest resources possible.Everything said and done about the future prospects, it is undeniable that the stock is way ahead of itself based on current business reality. In the company's own words, it expects to make a maximum revenue of $2.235 billion in 2023. That means, the stock is trading at a revenue multiple of 17, which just spins my head.PLTR FY 2023 Guidance (investors.palantir.com)Technical Strength - Strong But Be WaryPalantir's stock is solidly above all the commonly used moving averages as shown below. Especially impressive is the fact that the current price is almost 100% above the 200-Day moving average, which shows super strong overall uptrend. However, in such rapid moves up, it is extremely likely that the stock has many unfilled gaps lower. That means, should earnings disappoint, the stock may struggle to find a firm bottom with even the 100-Day moving average about 33% from the current price.PLTR Moving Avgs (barchart.com)The stock's Relative Strength Index (\"RSI\") of 58.1 is not surprising given the near 10% pullback in the stock price since breaching $20 on August 1st. I'd argue this actually makes thing more favorable for the bulls than if the stock had gone into earnings with further momentum and extremely overbought conditions.PLTR RSI (profitspi.com)ConclusionWhile I may be sounding cautious throughout the article, there are many aspects of Palantir that I like. I like the fact that the company has turned (GAAP) profitable already. I like that it has no debt and nearly $3 billion in cash. And there is something earnest about CEO Alex Karp that I am not able to explain well. Something about him reeks of honesty and vision. But stock tends to get far ahead of even the most grandiose vision. I believe that is the case with Palantir right now after a 200% run YTD. I expect the company to be profitable in Q2 as well but that may not cut it at the current lofty valuation. I highly suggest trimming your position and booking profits (directly or at least sell covered calls to collect premiums). The ideal position would be to let the house money (your gains) in and take out your original investment if possible. That said, I don't suggest entirely selling out your position due to the long-term potential and short-term momentum the company has.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311112762679472,"gmtCreate":1716960920606,"gmtModify":1716960924456,"author":{"id":"3576730359912703","authorId":"3576730359912703","name":"RabbiToh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576730359912703","authorIdStr":"3576730359912703"},"themes":[],"htmlText":"Hi mate, Well said. Cheers!","listText":"Hi mate, Well said. Cheers!","text":"Hi mate, Well said. Cheers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311112762679472","repostId":"2439307177","repostType":2,"repost":{"id":"2439307177","kind":"highlight","pubTimestamp":1716954306,"share":"https://ttm.financial/m/news/2439307177?lang=&edition=fundamental","pubTime":"2024-05-29 11:45","market":"sg","language":"en","title":"Nvidia: The Next Bull Run Begins","url":"https://stock-news.laohu8.com/highlight/detail?id=2439307177","media":"seekingalpha","summary":"Nvidia's stock is currently trading at $1065 with solid bullish momentum. As a critical note, the announced June stock split  will significantly impact  affordability and the stock's average trading volume. Framing trend lines over the recent swings  provides an optimistic price target of $2130  by the end of 2024. Similarly, the average price target is $1470 .The pessimistic price target was $735 . These price targets are projected over Fibonacci retracement  and extension  levels. Looking at t","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation has expanded its strategic partnerships with big tech giants to enhance AI capabilities in data centers.</p></li><li><p>While continuing its dominance in the gaming sector, Nvidia is diversifying into other areas, such as networking and automotive.</p></li><li><p>Nvidia Corporation&#39;s financial solid health is highlighted by its doubled cash reserves and proactive shareholder value enhancement through a $7.7 billion share buyback and a planned 10-1 stock split.</p></li><li><p>The company&#39;s optimistic technical trajectory supports a price target of $2130 per share pre-split, reflecting sustained bullish momentum and strategic innovations.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57f1bc83ba3f9957984610e938cc0e17\" tg-width=\"750\" tg-height=\"436\"/></p><p>jiefeng jiang/iStock via Getty Images</p><p></p><h2 id=\"id_2412669039\">Investment Thesis</h2><p><strong>Nvidia Corporation</strong> (NASDAQ:NVDA) continues its remarkable performance, approaching our previous target of $1165, underscoring its strong foothold in the booming AI and gaming industries. Our reassessment of Nvidia&#39;s stock, prompted by ongoing technical analysis, introduces new price projections, reflecting the company&#39;s sustained upward momentum and robust market positioning.</p><p>We maintain our strong buy rating for NVDA, with updated price targets to reflect the growing investor enthusiasm and strategic advances in key technology sectors. This dynamic outlook prompts regular updates to adapt to Nvidia&#39;s evolving market impact and investment potential.</p><p>Another quarter of earnings beat and solid guidance underlines why Nvidia is the center of attention amid the AI boom. After rallying by more than 500% over the past year and dwarfing the S&amp;P 500 (SP500) 36% gain, it remains the go-to stock in the burgeoning semiconductor sector despite boasting a premium valuation.</p><p>The company&#39;s earnings and cash flows continue to shutter records despite growing concerns that AI chip demand will wane soon. The Chief Executive Officer, Jensen Huang, insisting that the market is too strong, affirms the company&#39;s long-term prospects and growth metrics.</p><p>The stock broke the $1000/share psychological level as the executive reiterated that more people and companies want to deploy Nvidia&#39;s powerful chips in data centers to start making and saving money. True to the executive&#39;s words, Nvidia beat all estimates after delivering another record-breaking first quarter.</p><h2 id=\"id_2761878986\">NVDA Targets $2130 Pre-Split Amidst Momentum Surge and Upcoming 10:1 Split!</h2><p>Nvidia&#39;s stock is currently trading at $1065 with solid bullish momentum. As a critical note, the announced June stock split (10:1) will significantly impact (positive) affordability and the stock&#39;s average trading volume. Framing trend lines over the recent swings (with red and green circles indicating breakouts) provides an optimistic <strong>price target of $2130</strong> ($213 after split) by the end of 2024. Similarly, the average price target is $1470 ($147 after split).</p><p>The pessimistic price target was $735 ($73.5 after the split). These price targets are projected over Fibonacci retracement (pessimistic) and extension (optimistic and average) levels. Looking at the relative strength index (RSI), at 67.43, signifies <strong>prevailing bullish momentum</strong> in the stock that would persist until the indicator hits 90. However, once the indicator reaches above 70, selling pressure may resume to build again on the stock.</p><p>Lastly, the volume price trend in the weekly time frame is moving aggressively above its 1-year moving average, suggesting massive room for the stock to progress in the short term.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b9f661e07a3b4b28cf76324854e4dd12\" tg-width=\"1280\" tg-height=\"534\"/></p><p>Author (trendspider.com)</p><p></p><h2 id=\"id_1408264944\">Q1 Revenue Skyrockets 262% to $26B, Driven by Explosive Data Center Sales and Hopper GPU Demand</h2><p>Revenue in the first quarter of fiscal 2025 increased by 262% to record highs of $26 billion and beat consensus estimates of $24.7 billion. The robust revenue growth was fuelled by a 427% increase year-over-year (YoY) in data center revenue, totaling $22.56 billion. Management attributed the increase to higher shipments of the company&#39;s Hopper graphics processing unit, which continues to elicit strong demand from cloud providers for data centers.</p><p>The Nvidia Hopper GPU computing platform also generates strong interest in large language models (LLM) and generative ΑΙ applications. Buoyed by this demand, management expects Q2 revenue to hit a new milestone of $28 billion, affirming continued growth.</p><p>Amid the robust revenue growth, Nvidia delivered a 461% increase in adjusted earnings to $6.12 a share, topping consensus estimates. On the contrary, the operating expenses increased by 43% but were insignificant in affecting the net income run rate, as net income grew by 461% to $15.24 billion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab36d55e44df8da9f9b6e5b18bbb0d49\" tg-width=\"1280\" tg-height=\"945\"/></p><p>Nvidia</p><p></p><h2 id=\"id_204543990\">Nvidia Pivots to AI Dominance: Data Center Sales Surge 427%, Powering Tech Giants&#39; AI Expansion with Hopper GPUs</h2><p>In previous years, Nvidia was best known for manufacturing chips and hardware used in gaming consoles. Gaming revenue accounted for a significant chunk of the company&#39;s total revenue. However, with the advent of AI, data centers have emerged as the core business segment, accounting for more than 86% of total revenues in the last quarter.</p><p>In the first quarter, the GPU superstar recorded a 427% increase in data center and computing revenue, attributed to solid demand for the company&#39;s Hopper graphics processor, which is increasingly used in data centers. Likewise, the company benefits as large cloud providers such as Amazon (AMZN), Microsoft (MSFT), and Google (GOOGL) tap into its AI chips to ramp up their AI infrastructure at scale. Further, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) plans to add another 200k H100 GPUs for its latest LLM, pushing the target to 350k GPUs in 2024, underscoring the strong demand in the market.</p><p>During the quarter, Nvidia expanded its strategic collaborations with Amazon Web Services, Google Cloud, Microsoft (MSFT), and Oracle (ORCL). The strategic partnership will see the company offer advanced generative AI chips that they should use to enhance the capabilities and processing powers of their data centers, which are at the center of their multi-billion cloud computing operations.</p><p>The strong demand for AI cloud services is evident from the large CapEx of big tech companies. For example, Microsoft increased its capital expenditures to $14 billion in Q1, Alphabet increased to $12 billion, and Amazon spent $14 billion. Nvidia is one of the primary beneficiaries of this trend, as large technology companies continue to increase their spending in response to their Big Tech peers&#39; implementation of AI.</p><p>Lastly, in addition to pursuing growth opportunities around the cloud, Nvidia has partnered with Johnson &amp; Johnson (JNJ) to test AI capabilities on a connected digital ecosystem for surgery. This strategic partnering is about quickening the delivery of real-time insights to aid medical professionals during or after procedures.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bb496607dbbd04f00942ddcc67739ced\" tg-width=\"640\" tg-height=\"510\"/></p><p>Yahoo Finance</p><p></p><h2 id=\"id_198564008\">NVIDIA&#39;s &#34;Blackwell&#34; GPU Counters Apple</h2><p>The chip giant is also looking to strengthen its competitive edge as more companies look to eat into its market share by providing chips for powering data centers. Apple (AAPL) has announced plans to leverage its years of chip design experience to produce chips as it also looks to benefit from the tremendous opportunities in the data center sector.</p><p>Consequently, Nvidia has confirmed the launch of its next-generation AI GPU, Blackwell, before the end of the year. The new AI-powered chips are expected to strengthen further and diversify the company&#39;s revenue stream in the segment. Blackwell is designed to be &#34;backward compatible&#34; with Hopper systems. Lastly, the design aims to make the transition straightforward for Nvidia&#39;s customers and attract more customers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed9ce0a20dfa6e3bf6875794fae532e6\" tg-width=\"1280\" tg-height=\"680\"/></p><p>Blackwell AI GPU (Nvidia)</p><p></p><h2 id=\"id_2339110168\">Diversification Beyond Gaming: Leads in Networking and Revolutionizes Auto Industry with Advanced Chips</h2><p>In addition to pursuing growth opportunities in providing chips for data centers, Nvidia is diversifying its revenue streams into other segments. The company continues to register strong sales in selling networking parts. The $3.2 billion in networking revenue that the company generated came as more companies built clusters using tens of thousands of its chips.</p><p>While gaming no longer accounts for the largest share of the chip giant&#39;s revenue base, it is still an essential aspect of the puzzle. Revenue in the segment grew by 18% YoY, despite a drop of 8% in the recent quarter, underlining that Nvidia gaming chips and hardware are still in high demand from gaming companies and developers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d0292f391abab4faf7aee00174a99758\" tg-width=\"1242\" tg-height=\"742\"/></p><p>GuruFocus</p><p></p><p>Additionally, the chip giant has already unveiled new AI performance optimizations for Windows that will allow it to deliver optimum performance on Nvidia GeForce RTX AI PCs and workstations as it continues strengthening its prospects in the gaming world.</p><p>More games increasingly integrate Nvidia&#39;s RTX technology, including Star Wars, outlaws, and Black Myth Wukong. Similarly, the award-winning AI rendering technology Nvidia DLSS has already proved to increase graphics performance in games and apps; thus, there is a strong demand.</p><p>Likewise, Nvidia is also benefiting from the revolution in the <strong>auto industry</strong> with the integration of entertainment and self-driving systems. The new features require potent chips, which Nvidia has proven to be up to producing. Even though chips for cars and advanced workstations are relatively minor compared to the data center, they continue to elicit strong interest and demand from BYD (OTCPK:BYDDF), XPeng (XPEV), and Nuro, among others.</p><p>Finally, electric vehicle makers Lucid (LCID) and IM Motors are already integrating the Nvidia Drive Orin platform into their vehicles, targeting customers in the European markets. Hence, the strong demand for Nvidia solutions and products in the auto industry was the catalyst behind the 17% jump in revenues to $329 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/620f869151e568524a987d738c5caa58\" tg-width=\"1280\" tg-height=\"602\"/></p><p>Nvidia</p><p></p><h2 id=\"id_3508081314\">Bottom Line</h2><p>Nvidia has rallied by more than 600% since the start of last year, owing to strong and accelerating demand for its graphics processing unit used in AI models. While the company remains the poster child of the AI revolution, it remains well-positioned to benefit from the hype. The fact that tech giants led by Google, Amazon, Meta, and Oracle are increasingly buying and using its generative AI chips underscores its long-term revenue and earnings growth prospects.</p><p>With the GPU Superstar showing no signs of slowing down, with demand for AI chips outstripping supply, it remains a solid long-term investment play as we are in the early days of the AI era. Given that the AI market was valued at about $2.4 trillion in 2023 and growing at a compound annual growth rate of 32.4%, there are tremendous opportunities for growth that Nvidia can tap into with its powerful advanced GPUs, therefore generating shareholder value.</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>Nvidia: The Next Bull Run Begins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: The Next Bull Run Begins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-29 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4696020-nvidia-the-next-bull-run-begins><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation has expanded its strategic partnerships with big tech giants to enhance AI capabilities in data centers.While continuing its dominance in the gaming sector, Nvidia is diversifying ...</p>\n\n<a href=\"https://seekingalpha.com/article/4696020-nvidia-the-next-bull-run-begins\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","BK4524":"宅经济概念","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1032466523.USD":"高盛全球多资产收益组合Acc","BK4501":"段永平概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4526":"热门中概股","LU0861579265.USD":"联博低波幅策略股票基金A","LU0444971666.USD":"天利全球科技基金","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","MSFT":"微软","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4528":"SaaS概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU0109392836.USD":"富兰克林科技股A","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4525":"远程办公概念"},"source_url":"https://seekingalpha.com/article/4696020-nvidia-the-next-bull-run-begins","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2439307177","content_text":"Nvidia Corporation has expanded its strategic partnerships with big tech giants to enhance AI capabilities in data centers.While continuing its dominance in the gaming sector, Nvidia is diversifying into other areas, such as networking and automotive.Nvidia Corporation's financial solid health is highlighted by its doubled cash reserves and proactive shareholder value enhancement through a $7.7 billion share buyback and a planned 10-1 stock split.The company's optimistic technical trajectory supports a price target of $2130 per share pre-split, reflecting sustained bullish momentum and strategic innovations.jiefeng jiang/iStock via Getty ImagesInvestment ThesisNvidia Corporation (NASDAQ:NVDA) continues its remarkable performance, approaching our previous target of $1165, underscoring its strong foothold in the booming AI and gaming industries. Our reassessment of Nvidia's stock, prompted by ongoing technical analysis, introduces new price projections, reflecting the company's sustained upward momentum and robust market positioning.We maintain our strong buy rating for NVDA, with updated price targets to reflect the growing investor enthusiasm and strategic advances in key technology sectors. This dynamic outlook prompts regular updates to adapt to Nvidia's evolving market impact and investment potential.Another quarter of earnings beat and solid guidance underlines why Nvidia is the center of attention amid the AI boom. After rallying by more than 500% over the past year and dwarfing the S&P 500 (SP500) 36% gain, it remains the go-to stock in the burgeoning semiconductor sector despite boasting a premium valuation.The company's earnings and cash flows continue to shutter records despite growing concerns that AI chip demand will wane soon. The Chief Executive Officer, Jensen Huang, insisting that the market is too strong, affirms the company's long-term prospects and growth metrics.The stock broke the $1000/share psychological level as the executive reiterated that more people and companies want to deploy Nvidia's powerful chips in data centers to start making and saving money. True to the executive's words, Nvidia beat all estimates after delivering another record-breaking first quarter.NVDA Targets $2130 Pre-Split Amidst Momentum Surge and Upcoming 10:1 Split!Nvidia's stock is currently trading at $1065 with solid bullish momentum. As a critical note, the announced June stock split (10:1) will significantly impact (positive) affordability and the stock's average trading volume. Framing trend lines over the recent swings (with red and green circles indicating breakouts) provides an optimistic price target of $2130 ($213 after split) by the end of 2024. Similarly, the average price target is $1470 ($147 after split).The pessimistic price target was $735 ($73.5 after the split). These price targets are projected over Fibonacci retracement (pessimistic) and extension (optimistic and average) levels. Looking at the relative strength index (RSI), at 67.43, signifies prevailing bullish momentum in the stock that would persist until the indicator hits 90. However, once the indicator reaches above 70, selling pressure may resume to build again on the stock.Lastly, the volume price trend in the weekly time frame is moving aggressively above its 1-year moving average, suggesting massive room for the stock to progress in the short term.Author (trendspider.com)Q1 Revenue Skyrockets 262% to $26B, Driven by Explosive Data Center Sales and Hopper GPU DemandRevenue in the first quarter of fiscal 2025 increased by 262% to record highs of $26 billion and beat consensus estimates of $24.7 billion. The robust revenue growth was fuelled by a 427% increase year-over-year (YoY) in data center revenue, totaling $22.56 billion. Management attributed the increase to higher shipments of the company's Hopper graphics processing unit, which continues to elicit strong demand from cloud providers for data centers.The Nvidia Hopper GPU computing platform also generates strong interest in large language models (LLM) and generative ΑΙ applications. Buoyed by this demand, management expects Q2 revenue to hit a new milestone of $28 billion, affirming continued growth.Amid the robust revenue growth, Nvidia delivered a 461% increase in adjusted earnings to $6.12 a share, topping consensus estimates. On the contrary, the operating expenses increased by 43% but were insignificant in affecting the net income run rate, as net income grew by 461% to $15.24 billion.NvidiaNvidia Pivots to AI Dominance: Data Center Sales Surge 427%, Powering Tech Giants' AI Expansion with Hopper GPUsIn previous years, Nvidia was best known for manufacturing chips and hardware used in gaming consoles. Gaming revenue accounted for a significant chunk of the company's total revenue. However, with the advent of AI, data centers have emerged as the core business segment, accounting for more than 86% of total revenues in the last quarter.In the first quarter, the GPU superstar recorded a 427% increase in data center and computing revenue, attributed to solid demand for the company's Hopper graphics processor, which is increasingly used in data centers. Likewise, the company benefits as large cloud providers such as Amazon (AMZN), Microsoft (MSFT), and Google (GOOGL) tap into its AI chips to ramp up their AI infrastructure at scale. Further, Meta Platforms (META) plans to add another 200k H100 GPUs for its latest LLM, pushing the target to 350k GPUs in 2024, underscoring the strong demand in the market.During the quarter, Nvidia expanded its strategic collaborations with Amazon Web Services, Google Cloud, Microsoft (MSFT), and Oracle (ORCL). The strategic partnership will see the company offer advanced generative AI chips that they should use to enhance the capabilities and processing powers of their data centers, which are at the center of their multi-billion cloud computing operations.The strong demand for AI cloud services is evident from the large CapEx of big tech companies. For example, Microsoft increased its capital expenditures to $14 billion in Q1, Alphabet increased to $12 billion, and Amazon spent $14 billion. Nvidia is one of the primary beneficiaries of this trend, as large technology companies continue to increase their spending in response to their Big Tech peers' implementation of AI.Lastly, in addition to pursuing growth opportunities around the cloud, Nvidia has partnered with Johnson & Johnson (JNJ) to test AI capabilities on a connected digital ecosystem for surgery. This strategic partnering is about quickening the delivery of real-time insights to aid medical professionals during or after procedures.Yahoo FinanceNVIDIA's \"Blackwell\" GPU Counters AppleThe chip giant is also looking to strengthen its competitive edge as more companies look to eat into its market share by providing chips for powering data centers. Apple (AAPL) has announced plans to leverage its years of chip design experience to produce chips as it also looks to benefit from the tremendous opportunities in the data center sector.Consequently, Nvidia has confirmed the launch of its next-generation AI GPU, Blackwell, before the end of the year. The new AI-powered chips are expected to strengthen further and diversify the company's revenue stream in the segment. Blackwell is designed to be \"backward compatible\" with Hopper systems. Lastly, the design aims to make the transition straightforward for Nvidia's customers and attract more customers.Blackwell AI GPU (Nvidia)Diversification Beyond Gaming: Leads in Networking and Revolutionizes Auto Industry with Advanced ChipsIn addition to pursuing growth opportunities in providing chips for data centers, Nvidia is diversifying its revenue streams into other segments. The company continues to register strong sales in selling networking parts. The $3.2 billion in networking revenue that the company generated came as more companies built clusters using tens of thousands of its chips.While gaming no longer accounts for the largest share of the chip giant's revenue base, it is still an essential aspect of the puzzle. Revenue in the segment grew by 18% YoY, despite a drop of 8% in the recent quarter, underlining that Nvidia gaming chips and hardware are still in high demand from gaming companies and developers.GuruFocusAdditionally, the chip giant has already unveiled new AI performance optimizations for Windows that will allow it to deliver optimum performance on Nvidia GeForce RTX AI PCs and workstations as it continues strengthening its prospects in the gaming world.More games increasingly integrate Nvidia's RTX technology, including Star Wars, outlaws, and Black Myth Wukong. Similarly, the award-winning AI rendering technology Nvidia DLSS has already proved to increase graphics performance in games and apps; thus, there is a strong demand.Likewise, Nvidia is also benefiting from the revolution in the auto industry with the integration of entertainment and self-driving systems. The new features require potent chips, which Nvidia has proven to be up to producing. Even though chips for cars and advanced workstations are relatively minor compared to the data center, they continue to elicit strong interest and demand from BYD (OTCPK:BYDDF), XPeng (XPEV), and Nuro, among others.Finally, electric vehicle makers Lucid (LCID) and IM Motors are already integrating the Nvidia Drive Orin platform into their vehicles, targeting customers in the European markets. Hence, the strong demand for Nvidia solutions and products in the auto industry was the catalyst behind the 17% jump in revenues to $329 million.NvidiaBottom LineNvidia has rallied by more than 600% since the start of last year, owing to strong and accelerating demand for its graphics processing unit used in AI models. While the company remains the poster child of the AI revolution, it remains well-positioned to benefit from the hype. The fact that tech giants led by Google, Amazon, Meta, and Oracle are increasingly buying and using its generative AI chips underscores its long-term revenue and earnings growth prospects.With the GPU Superstar showing no signs of slowing down, with demand for AI chips outstripping supply, it remains a solid long-term investment play as we are in the early days of the AI era. Given that the AI market was valued at about $2.4 trillion in 2023 and growing at a compound annual growth rate of 32.4%, there are tremendous opportunities for growth that Nvidia can tap into with its powerful advanced GPUs, therefore generating shareholder value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198931058577464,"gmtCreate":1689605430460,"gmtModify":1689608555922,"author":{"id":"3576730359912703","authorId":"3576730359912703","name":"RabbiToh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576730359912703","authorIdStr":"3576730359912703"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198931058577464","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368360203935968,"gmtCreate":1730949529480,"gmtModify":1730949533641,"author":{"id":"3576730359912703","authorId":"3576730359912703","name":"RabbiToh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576730359912703","authorIdStr":"3576730359912703"},"themes":[],"htmlText":"Great stock&nbsp;","listText":"Great stock&nbsp;","text":"Great stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368360203935968","repostId":"2481391919","repostType":2,"repost":{"id":"2481391919","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1730948920,"share":"https://ttm.financial/m/news/2481391919?lang=&edition=fundamental","pubTime":"2024-11-07 11:08","market":"us","language":"en","title":"24H | Palantir Shares Continue to Rise 3% After Hitting New Highs in Prior Session","url":"https://stock-news.laohu8.com/highlight/detail?id=2481391919","media":"Tiger Newspress","summary":"$Palantir Technologies Inc.(PLTR)$ stock continued to rise 3.3% in overnight trading. Palantir Technologies Inc. shares jumped over 8% and hit new all-time highs on Wednesday, continuing to surge on t","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> stock continued to rise 3.3% in overnight trading. Palantir Technologies Inc. shares jumped over 8% and hit new all-time highs on Wednesday, continuing to surge on the back of strong earnings to start the week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f80988e660831baaf787badd544b0e8\" tg-width=\"766\" tg-height=\"631\"/></p><p>Palantir stock has been on a tear this week, gaining 27% over the past five sessions. The stock jumped about 12% late Monday after the company reported better-than-expected financial results for the third quarter.</p><p>Palantir reported earnings per share of six cents, beating analyst estimates of four cents. The company reported sales of $725.52 million, beating analyst estimates of $701.13 million and representing a 30% year-over-year climb. Strong sales results were driven by continued strength in the U.S.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“We absolutely eviscerated this quarter, driven by unrelenting AI demand that won’t slow down,” CEO <strong>Alex Karp</strong> said in the earnings release.</p><p>Palantir shares continued to move higher on Tuesday amid several positive analysts updates in response to earnings. Northland Capital Markets analyst Michael Latimore maintained a Market Perform rating on Palantir and raised the price target from $35 to $38. Mizuho raised its price target from $30 to $37 and DA Davidson lifted its target from $28 to $47.</p><p>Wedbush analyst Dan Ives maintained an Outperform rating on the stock and raised his price target from $45 to $57, citing “robust” quarterly results featuring “beats across the board” and a continued acceleration of deal momentum related to the company’s AI platform.</p><p>Palantir shares jumped at the open again on Wednesday, hitting new all-time highs as broader markets soared after <strong>Donald Trump</strong> won the 2024 U.S. presidential election. Markets may be reacting to potential shifts in policy that could come with a second Trump presidency, including tax cuts and changes to trade tariffs.</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>24H | Palantir Shares Continue to Rise 3% After Hitting New Highs in Prior Session</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\">\n24H | Palantir Shares Continue to Rise 3% After Hitting New Highs in Prior Session\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\">2024-11-07 11:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> stock continued to rise 3.3% in overnight trading. Palantir Technologies Inc. shares jumped over 8% and hit new all-time highs on Wednesday, continuing to surge on the back of strong earnings to start the week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f80988e660831baaf787badd544b0e8\" tg-width=\"766\" tg-height=\"631\"/></p><p>Palantir stock has been on a tear this week, gaining 27% over the past five sessions. The stock jumped about 12% late Monday after the company reported better-than-expected financial results for the third quarter.</p><p>Palantir reported earnings per share of six cents, beating analyst estimates of four cents. The company reported sales of $725.52 million, beating analyst estimates of $701.13 million and representing a 30% year-over-year climb. Strong sales results were driven by continued strength in the U.S.</p><p>Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.</p><p>“We absolutely eviscerated this quarter, driven by unrelenting AI demand that won’t slow down,” CEO <strong>Alex Karp</strong> said in the earnings release.</p><p>Palantir shares continued to move higher on Tuesday amid several positive analysts updates in response to earnings. Northland Capital Markets analyst Michael Latimore maintained a Market Perform rating on Palantir and raised the price target from $35 to $38. Mizuho raised its price target from $30 to $37 and DA Davidson lifted its target from $28 to $47.</p><p>Wedbush analyst Dan Ives maintained an Outperform rating on the stock and raised his price target from $45 to $57, citing “robust” quarterly results featuring “beats across the board” and a continued acceleration of deal momentum related to the company’s AI platform.</p><p>Palantir shares jumped at the open again on Wednesday, hitting new all-time highs as broader markets soared after <strong>Donald Trump</strong> won the 2024 U.S. presidential election. Markets may be reacting to potential shifts in policy that could come with a second Trump presidency, including tax cuts and changes to trade tariffs.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","PLTR":"Palantir Technologies Inc.","BK4588":"碎股","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://www.benzinga.com/news/earnings/24/11/41782430/palantir-shares-are-hitting-new-highs-on-wednesday-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481391919","content_text":"Palantir Technologies Inc. stock continued to rise 3.3% in overnight trading. Palantir Technologies Inc. shares jumped over 8% and hit new all-time highs on Wednesday, continuing to surge on the back of strong earnings to start the week.Palantir stock has been on a tear this week, gaining 27% over the past five sessions. The stock jumped about 12% late Monday after the company reported better-than-expected financial results for the third quarter.Palantir reported earnings per share of six cents, beating analyst estimates of four cents. The company reported sales of $725.52 million, beating analyst estimates of $701.13 million and representing a 30% year-over-year climb. Strong sales results were driven by continued strength in the U.S.Customer count grew 39% year-over-year and 6% on a quarter-over-quarter basis. The company said it closed 104 deals worth over $1 million during the quarter.“We absolutely eviscerated this quarter, driven by unrelenting AI demand that won’t slow down,” CEO Alex Karp said in the earnings release.Palantir shares continued to move higher on Tuesday amid several positive analysts updates in response to earnings. Northland Capital Markets analyst Michael Latimore maintained a Market Perform rating on Palantir and raised the price target from $35 to $38. Mizuho raised its price target from $30 to $37 and DA Davidson lifted its target from $28 to $47.Wedbush analyst Dan Ives maintained an Outperform rating on the stock and raised his price target from $45 to $57, citing “robust” quarterly results featuring “beats across the board” and a continued acceleration of deal momentum related to the company’s AI platform.Palantir shares jumped at the open again on Wednesday, hitting new all-time highs as broader markets soared after Donald Trump won the 2024 U.S. presidential election. Markets may be reacting to potential shifts in policy that could come with a second Trump presidency, including tax cuts and changes to trade tariffs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310198472093728,"gmtCreate":1716730585851,"gmtModify":1716732119739,"author":{"id":"3576730359912703","authorId":"3576730359912703","name":"RabbiToh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576730359912703","authorIdStr":"3576730359912703"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bullish&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Bullish&nbsp;","text":"$NVIDIA Corp(NVDA)$ Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310198472093728","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206392213459048,"gmtCreate":1691420602817,"gmtModify":1691420621259,"author":{"id":"3576730359912703","authorId":"3576730359912703","name":"RabbiToh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576730359912703","authorIdStr":"3576730359912703"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206392213459048","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}