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2022-05-29

Interesting, getting a ton of coverage after Elon joined

Twitter Gives Investors the Snub They Deserve

2022-05-25

Interesting to see today price reaction

Palantir: Panic Time

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getting a ton of coverage after Elon joined","listText":"Interesting, getting a ton of coverage after Elon joined","text":"Interesting, getting a ton of coverage after Elon joined","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024121203","repostId":"1165399678","repostType":4,"repost":{"id":"1165399678","pubTimestamp":1653713203,"share":"https://ttm.financial/m/news/1165399678?lang=&edition=fundamental","pubTime":"2022-05-28 12:46","market":"us","language":"en","title":"Twitter Gives Investors the Snub They Deserve","url":"https://stock-news.laohu8.com/highlight/detail?id=1165399678","media":"Reuters","summary":"(Reuters Breakingviews) - Twitter’s shareholders and its board are made for each other. The social m","content":"<html><head></head><body><p>(Reuters Breakingviews) - <a href=\"https://laohu8.com/S/TWTR\">Twitter’s</a> shareholders and its board are made for each other. The social media platform has refused to accept the resignation of director Egon Durban, who failed to get a majority of votes cast at Twitter’s annual meeting on Wednesday. The company says Durban, the co-CEO of private equity firm Silver Lake, was being punished by some institutional shareholders for serving on six other company’s boards. So now he has agreed to serve on just five.</p><p>Will shareholders be angry at this snub? They don’t have much right to be. While he was opposed by a majority at the meeting, only holders of a third of Twitter’s outstanding shares actively voted against him. 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By ignoring the popular vote, Twitter is just following the spirit of the age.</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>Twitter Gives Investors the Snub They Deserve</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\">\nTwitter Gives Investors the Snub They Deserve\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-28 12:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/breakingviews/twitter-gives-investors-snub-they-deserve-2022-05-27/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters Breakingviews) - Twitter’s shareholders and its board are made for each other. The social media platform has refused to accept the resignation of director Egon Durban, who failed to get a ...</p>\n\n<a href=\"https://www.reuters.com/breakingviews/twitter-gives-investors-snub-they-deserve-2022-05-27/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.reuters.com/breakingviews/twitter-gives-investors-snub-they-deserve-2022-05-27/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165399678","content_text":"(Reuters Breakingviews) - Twitter’s shareholders and its board are made for each other. The social media platform has refused to accept the resignation of director Egon Durban, who failed to get a majority of votes cast at Twitter’s annual meeting on Wednesday. The company says Durban, the co-CEO of private equity firm Silver Lake, was being punished by some institutional shareholders for serving on six other company’s boards. So now he has agreed to serve on just five.Will shareholders be angry at this snub? They don’t have much right to be. While he was opposed by a majority at the meeting, only holders of a third of Twitter’s outstanding shares actively voted against him. Exclude the “broker non-vote” segment that reflects shares held by financial firms where ultimate holders hadn’t expressed a view, and the numbers cast against Durban rises to 42%-- hardly a majority.Maybe the rest thought he’s worth keeping. Durban is, after all, close to Tesla  boss Elon Musk, who has offered to buy Twitter for $44 billion. Or maybe they don’t care about good governance anyway. Twitter has a so-called staggered board, where only a couple of directors come up for re-election each year. Shareholders had the chance to change that this year, but not enough supported the plan. By ignoring the popular vote, Twitter is just following the spirit of the age.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022180195,"gmtCreate":1653490609017,"gmtModify":1676535291464,"author":{"id":"3578918944369286","authorId":"3578918944369286","name":"NgRobin","avatar":"https://community-static.tradeup.com/news/0fd564d3904d44ff7cc610e2e4ea2127","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578918944369286","authorIdStr":"3578918944369286"},"themes":[],"htmlText":"Interesting to see today price reaction","listText":"Interesting to see today price reaction","text":"Interesting to see today price reaction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022180195","repostId":"1154073268","repostType":4,"repost":{"id":"1154073268","pubTimestamp":1653484007,"share":"https://ttm.financial/m/news/1154073268?lang=&edition=fundamental","pubTime":"2022-05-25 21:06","market":"us","language":"en","title":"Palantir: Panic Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1154073268","media":"seekingalpha","summary":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shor","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.</li><li>However, its prospects aren&#39;t all that bad. In fact, green shoots in its growth story are starting to show up.</li><li>The recent crash in Palantir&#39;s shares, makes it a buying opportunity.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c58fa9a9fea9040328236b6e760355\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>It&#39;s hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren&#39;t all that bad. In this article, I&#39;ll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let&#39;s take a closer look at it all.</p><p><b>The Growth Trajectory</b></p><p>Let me start by saying that the market isn&#39;t entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they&#39;re now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.</p><p>Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company&#39;s management over. But Palantir&#39;s lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company&#39;s long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.</p><p>So, I empathize with investors who&#39;re questioning Palantir&#39;s management, the company&#39;s growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.</p><p>For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:</p><blockquote>I expect Palantir&#39;s government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn&#39;t won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn&#39;t announced any major order wins that would trump this decline. This suggests that Palantir&#39;s government segment will be revenue challenged in Q1.</blockquote><p>Having said that, Palantir&#39;s commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db8ff900a490ad54ab870a3dbc14a69\" tg-width=\"841\" tg-height=\"698\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>I say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir&#39;s commercial revenue grew at just 5.2% over the said time frame. It&#39;s this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf49e8573de71e8733ff481c7b73761\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>We must understand that these new customers won&#39;t outrightly replace their existing systems in place. They&#39;d naturally want to test out Palantir&#39;s platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It&#39;s only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir&#39;s platforms bring along.</p><p>Secondly, as more and more commercial enterprises start to use Palantir&#39;s platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.</p><p>Third, unlike the government sector where there&#39;s a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn&#39;t involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.</p><p>So, overall, I consider Palantir&#39;s rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.</p><p><b>Deflating Stock Compensation</b></p><p>Next, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management&#39;s way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1be9a525cf8b91905c59b4294f66e355\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Palantir&#39;s stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that&#39;s not all. Per our database at Business Quant, Palantir&#39;s stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb60b913c4f6ac175eeb9de5efc36fe\" tg-width=\"424\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>As Palantir&#39;s shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.</p><p>So, this is another area where Palantir has shown steady improvement and it&#39;s likely to continue doing so in the foreseeable future as well.</p><p><b>Final Thoughts</b></p><p>Palantir&#39;s price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It&#39;s trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dba7ec35cbb3ccc0d08d25b05b40cb7\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Besides, green shoots are starting to appear in Palantir&#39;s growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir&#39;s shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!</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: Panic Time</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: Panic Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514017-palantir-panic-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514017-palantir-panic-time\">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/4514017-palantir-panic-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154073268","content_text":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are starting to show up.The recent crash in Palantir's shares, makes it a buying opportunity.Michael Vi/iStock Editorial via Getty ImagesIt's hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren't all that bad. In this article, I'll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let's take a closer look at it all.The Growth TrajectoryLet me start by saying that the market isn't entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they're now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company's management over. But Palantir's lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company's long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.So, I empathize with investors who're questioning Palantir's management, the company's growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:I expect Palantir's government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn't won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn't announced any major order wins that would trump this decline. This suggests that Palantir's government segment will be revenue challenged in Q1.Having said that, Palantir's commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.BusinessQuant.comI say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir's commercial revenue grew at just 5.2% over the said time frame. It's this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.BusinessQuant.comWe must understand that these new customers won't outrightly replace their existing systems in place. They'd naturally want to test out Palantir's platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It's only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir's platforms bring along.Secondly, as more and more commercial enterprises start to use Palantir's platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.Third, unlike the government sector where there's a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn't involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.So, overall, I consider Palantir's rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.Deflating Stock CompensationNext, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management's way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.BusinessQuant.comPalantir's stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that's not all. Per our database at Business Quant, Palantir's stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.BusinessQuant.comAs Palantir's shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.So, this is another area where Palantir has shown steady improvement and it's likely to continue doing so in the foreseeable future as well.Final ThoughtsPalantir's price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It's trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.BusinessQuant.comBesides, green shoots are starting to appear in Palantir's growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir's shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9024121203,"gmtCreate":1653825904502,"gmtModify":1676535347381,"author":{"id":"3578918944369286","authorId":"3578918944369286","name":"NgRobin","avatar":"https://community-static.tradeup.com/news/0fd564d3904d44ff7cc610e2e4ea2127","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578918944369286","authorIdStr":"3578918944369286"},"themes":[],"htmlText":"Interesting, getting a ton of coverage after Elon joined","listText":"Interesting, getting a ton of coverage after Elon joined","text":"Interesting, getting a ton of coverage after Elon joined","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024121203","repostId":"1165399678","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022180195,"gmtCreate":1653490609017,"gmtModify":1676535291464,"author":{"id":"3578918944369286","authorId":"3578918944369286","name":"NgRobin","avatar":"https://community-static.tradeup.com/news/0fd564d3904d44ff7cc610e2e4ea2127","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578918944369286","authorIdStr":"3578918944369286"},"themes":[],"htmlText":"Interesting to see today price reaction","listText":"Interesting to see today price reaction","text":"Interesting to see today price reaction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022180195","repostId":"1154073268","repostType":4,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}