rinl personal page - To The Moon

rinl

rinl

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2023-01-24

"ong lai" tart is the snack I like most 😋 ... I used to help my mom make it when young .... now I take this popular snack with cup of coffee [Happy]

2022-04-15

Can we manually apply a stock voucher to a buy order that's filled. Thanks

02-16

Happy Friday [smile]

02-15

[Happy]

2023-08-07

good

2023-01-24

Happy Chinese New year , happy bunny 🐇 🐰 year 🐰， hope everyone will be healthy and prosperous... the stock market and bitcoin will 🚀🚀🚀 Hope my $FRASERS PROPERTY LIMITED(TQ5.SI)$ will finally go up a bit for me to break even

2022-04-19

$SEMBCORP MARINE LTD(S51.SI)$[Happy]

2022-06-21

$SUNTEC REAL ESTATE INV TRUST(T82U.SI)$why is this going down, is it because of its high levels of debt.

2022-07-03

slowly buy lor [smile]

Apple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound

2022-10-16

$SEMBCORP MARINE LTD(S51.SI)$🌞

2022-02-06

very informative, think it is risky ....

Palantir: Red Flag Or Opportunity?

2022-08-13

$SEMBCORP MARINE LTD(S51.SI)$Bullish Loss narrow, better results, when it turns profit next report, price should go up , hope so [smile]

2022-06-27

$YZJ Fin Hldg(YF8.SI)$thinking of buying this , seems undervalued[Thinking]

2023-12-13

$DFIRG USD(D01.SI)$ when are you going up ....

2022-07-07

okay maybe 😀

Why a Rally in Growth Stocks Could Signal "Peak" Fed Hawkishness Has Passed

2022-06-26

good rules, not easy to follow [smile]

Warren Buffett's 4 Rules for Investing in a Bear Market

2021-06-19

$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$Hopefully this one can trend higher towards pre-hk protest time

2021-06-10

$UiPath(PATH)$thinking of adding this ... seems like have potential

2021-06-18

$SEMBCORP MARINE LTD(S51.SI)$I think can enter some now ... any comments. Thanks

2022-09-26

$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Bearish seems like now everything 🐻[Facepalm]

Go to Tiger App to see more news

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Good morning.....&nbsp;","listText":"Aiyoh&nbsp;.... game stuck at 3000 pts&nbsp;[Speechless]&nbsp; Good morning.....&nbsp;","text":"Aiyoh .... game stuck at 3000 pts [Speechless] Good morning.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261851036348472","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261109184082088,"gmtCreate":1704757898461,"gmtModify":1704757902370,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"Good morning happy Tuesday&nbsp;","listText":"Good morning happy Tuesday&nbsp;","text":"Good morning happy Tuesday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261109184082088","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260777203810600,"gmtCreate":1704676673954,"gmtModify":1704676678065,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"Happy Monday, good morning&nbsp;[Happy]&nbsp;&nbsp;","listText":"Happy Monday, good morning&nbsp;[Happy]&nbsp;&nbsp;","text":"Happy Monday, good morning [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260777203810600","isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260428008206408,"gmtCreate":1704591519662,"gmtModify":1704591523941,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"Good morning happy Sunday&nbsp;","listText":"Good morning happy Sunday&nbsp;","text":"Good morning happy Sunday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260428008206408","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260230172688616,"gmtCreate":1704543244991,"gmtModify":1704543249948,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"&nbsp;Good evening... Happy Saturday&nbsp;","listText":"&nbsp;Good evening... Happy Saturday&nbsp;","text":"Good evening... Happy Saturday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260230172688616","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259710719479968,"gmtCreate":1704416394564,"gmtModify":1704416398705,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"good morning 🌄🌞","listText":"good morning 🌄🌞","text":"good morning 🌄🌞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259710719479968","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259378876465248,"gmtCreate":1704337510692,"gmtModify":1704337514094,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"good morning beautiful day 🌞","listText":"good morning beautiful day 🌞","text":"good morning beautiful day 🌞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259378876465248","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258923445157944,"gmtCreate":1704247765635,"gmtModify":1704247769876,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"hi good morning 🌄🌞 play game 🎯","listText":"hi good morning 🌄🌞 play game 🎯","text":"hi good morning 🌄🌞 play game 🎯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258923445157944","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258539525419272,"gmtCreate":1704153902625,"gmtModify":1704153906944,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"happy 2024 ....&nbsp;[Happy]&nbsp;&nbsp;","listText":"happy 2024 ....&nbsp;[Happy]&nbsp;&nbsp;","text":"happy 2024 .... [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258539525419272","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9952162609,"gmtCreate":1674538937501,"gmtModify":1676538945626,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"\"ong lai\"&nbsp;tart is the snack I like&nbsp;&nbsp;most 😋 ... I used to help my mom make it when young .... now I take this popular snack with cup of coffee&nbsp;[Happy]&nbsp;","listText":"\"ong lai\"&nbsp;tart is the snack I like&nbsp;&nbsp;most 😋 ... I used to help my mom make it when young .... now I take this popular snack with cup of coffee&nbsp;[Happy]&nbsp;","text":"\"ong lai\" tart is the snack I like most 😋 ... I used to help my mom make it when young .... now I take this popular snack with cup of coffee [Happy]","images":[{"img":"https://community-static.tradeup.com/news/8667b7a651083cea7f486abceaa418e4","width":"2736","height":"3648"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":14,"repostSize":1,"link":"https://ttm.financial/post/9952162609","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089297875,"gmtCreate":1649992270025,"gmtModify":1676534624863,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"Can we manually apply a stock voucher to a buy order that's filled. Thanks","listText":"Can we manually apply a stock voucher to a buy order that's filled. Thanks","text":"Can we manually apply a stock voucher to a buy order that's filled. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9089297875","isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"stock voucher cannot. only commission voucher can. but trade must be within 7 days include weekends and PH","text":"stock voucher cannot. only commission voucher can. but trade must be within 7 days include weekends and PH","html":"stock voucher cannot. only commission voucher can. but trade must be within 7 days include weekends and PH"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274558830461168,"gmtCreate":1708068935397,"gmtModify":1708068940062,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"Happy Friday [smile]","listText":"Happy Friday [smile]","text":"Happy Friday [smile]","images":[{"img":"https://community-static.tradeup.com/news/e7f1b287e29626e3d9417ed6970bc54c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274558830461168","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":274279433851144,"gmtCreate":1708000546962,"gmtModify":1708000551837,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"[Happy]","listText":"[Happy]","text":"[Happy]","images":[{"img":"https://community-static.tradeup.com/news/a80b377de3dd17a7de412360883e7c23"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274279433851144","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":206373443997904,"gmtCreate":1691393516720,"gmtModify":1691393520808,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"good&nbsp;","listText":"good&nbsp;","text":"good","images":[{"img":"https://community-static.tradeup.com/news/5978631a5d46573885f2f32244d88975","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206373443997904","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952164146,"gmtCreate":1674540607086,"gmtModify":1676538945673,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"Happy Chinese New year , happy bunny 🐇 🐰 year 🐰， hope everyone will be healthy and prosperous... the stock market and bitcoin will 🚀🚀🚀 Hope my $FRASERS PROPERTY LIMITED(TQ5.SI)$ will finally&nbsp;go up a bit for me to break even&nbsp;","listText":"Happy Chinese New year , happy bunny 🐇 🐰 year 🐰， hope everyone will be healthy and prosperous... the stock market and bitcoin will 🚀🚀🚀 Hope my $FRASERS PROPERTY LIMITED(TQ5.SI)$ will finally&nbsp;go up a bit for me to break even&nbsp;","text":"Happy Chinese New year , happy bunny 🐇 🐰 year 🐰， hope everyone will be healthy and prosperous... the stock market and bitcoin will 🚀🚀🚀 Hope my $FRASERS PROPERTY LIMITED(TQ5.SI)$ will finally go up a bit for me to break even","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9952164146","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088847874,"gmtCreate":1650333531059,"gmtModify":1676534698890,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>[Happy]&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$[Happy]","images":[{"img":"https://community-static.tradeup.com/news/2fef4be7861491953d6f4fe01dc57086","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088847874","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"wow! good price 👍","text":"wow! good price 👍","html":"wow! good price 👍"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9049231935,"gmtCreate":1655797283527,"gmtModify":1676535707201,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/T82U.SI\">$SUNTEC REAL ESTATE INV TRUST(T82U.SI)$</a>why is this going down, is it because of its high levels of debt.","listText":"<a href=\"https://ttm.financial/S/T82U.SI\">$SUNTEC REAL ESTATE INV TRUST(T82U.SI)$</a>why is this going down, is it because of its high levels of debt.","text":"$SUNTEC REAL ESTATE INV TRUST(T82U.SI)$why is this going down, is it because of its high levels of debt.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049231935","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"___ _","avatar":"https://community-static.tradeup.com/news/e0600059befbdbcd780f0d15118a44d6","crmLevel":2,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"don't think so. its high level of debt isn't something new. in this market many are down but Suntec has been unaffected much until now. it finally can't withstand the pressure I guess","text":"don't think so. its high level of debt isn't something new. in this market many are down but Suntec has been unaffected much until now. it finally can't withstand the pressure I guess","html":"don't think so. its high level of debt isn't something new. in this market many are down but Suntec has been unaffected much until now. it finally can't withstand the pressure I guess"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044425004,"gmtCreate":1656810592508,"gmtModify":1676535896950,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"slowly buy lor&nbsp;[smile]&nbsp;","listText":"slowly buy lor&nbsp;[smile]&nbsp;","text":"slowly buy lor [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044425004","repostId":"2248213848","repostType":4,"repost":{"id":"2248213848","kind":"highlight","pubTimestamp":1656762865,"share":"https://ttm.financial/m/news/2248213848?lang=&edition=fundamental","pubTime":"2022-07-02 19:54","market":"us","language":"en","title":"Apple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2248213848","media":"Barrons","summary":"Investors are feeling a little jittery about Apple stock, and for logical reasons. The company's Jun","content":"<html><head></head><body><p>Investors are feeling a little jittery about Apple stock, and for logical reasons. The company&#39;s June quarter earnings report is less than four weeks away, and there are reasons to worry.</p><p>In particular, there are signs of slowing demand for both smartphones and personal computers, especially -- but not exclusively -- in China. After the close of trading Thursday, the memory chip company Micron Technology(ticker: MU) posted May quarter results that were about in line with estimates, but projected August quarter revenue sharply below the Street&#39;s consensus forecasts. The new forecast largely reflects a sharp falloff in demand for PCs and smartphones in China: Micron said weakness in China consumer tech end-markets trimmed its sales guidance by about 10%.</p><p>Street consensus estimates call for Apple to post June quarter revenue of $82.4 billion, with profits of $1.16 a share. When the company reported March quarter results, Chief Financial Officer Luca Maestri had cautioned that Apple expects a $4 billion to $8 billion hit to top-line growth in the June quarter from supply constraints, along with nearly 3 percentage points of drag from unfavorable foreign exchange rates, with a 1.5 percentage point hit from the suspension of sales in Russia.</p><p>In a research note on Friday, J.P. Morgan analyst Samik Chatterjee makes the case that Apple can hit the current Street consensus for the quarter. Normally, that wouldn&#39;t be saying much, but he contends that the buy side expects an earnings miss due to slowing consumer spending and wider-than-projected foreign-exchange headwinds.</p><p>Chatterjee says better supply dynamics in the quarter will overwhelm modest demand weakness and the wider-than-forecast drag from currency, which he estimates will be 4.5 percentage points.</p><p>The analyst is a little more concerned about the medium-term, though. Chatterjee sees iPhone and iPad sales as vulnerable to softening consumer sentiment; he projects iPhone sales in the second half of calendar 2022 will be down about 4% from a year earlier. But he&#39;s still bullish on the company&#39;s long-term outlook, and keep his Overweight rating and $200 price target.</p><p>In particular, he says Apple is well-positioned to outperform the market in almost any macroeconomic environment. A recession, he writes, would &#34;showcase resilient iPhone demand driven by replacement cycles,&#34; and would be buoyed by a substantial earnings contribution from services. And if the economy stabilizes, he adds, Apple could see upside from a rapid consumer rebound.</p><p>Apple shares rose 1.6% on Friday. The stock is off 12% since the company&#39;s last earnings report and down 22% for the year to date. The company remains the single largest U.S. company by market cap, with a valuation of $2.2 trillion.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound</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\">\nApple Stock Is Under Pressure. Why Its Earnings Could Trigger a Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 19:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-stock-earnings-iphone-china-51656690810?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are feeling a little jittery about Apple stock, and for logical reasons. The company's June quarter earnings report is less than four weeks away, and there are reasons to worry.In particular...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-stock-earnings-iphone-china-51656690810?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-earnings-iphone-china-51656690810?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248213848","content_text":"Investors are feeling a little jittery about Apple stock, and for logical reasons. The company's June quarter earnings report is less than four weeks away, and there are reasons to worry.In particular, there are signs of slowing demand for both smartphones and personal computers, especially -- but not exclusively -- in China. After the close of trading Thursday, the memory chip company Micron Technology(ticker: MU) posted May quarter results that were about in line with estimates, but projected August quarter revenue sharply below the Street's consensus forecasts. The new forecast largely reflects a sharp falloff in demand for PCs and smartphones in China: Micron said weakness in China consumer tech end-markets trimmed its sales guidance by about 10%.Street consensus estimates call for Apple to post June quarter revenue of $82.4 billion, with profits of $1.16 a share. When the company reported March quarter results, Chief Financial Officer Luca Maestri had cautioned that Apple expects a $4 billion to $8 billion hit to top-line growth in the June quarter from supply constraints, along with nearly 3 percentage points of drag from unfavorable foreign exchange rates, with a 1.5 percentage point hit from the suspension of sales in Russia.In a research note on Friday, J.P. Morgan analyst Samik Chatterjee makes the case that Apple can hit the current Street consensus for the quarter. Normally, that wouldn't be saying much, but he contends that the buy side expects an earnings miss due to slowing consumer spending and wider-than-projected foreign-exchange headwinds.Chatterjee says better supply dynamics in the quarter will overwhelm modest demand weakness and the wider-than-forecast drag from currency, which he estimates will be 4.5 percentage points.The analyst is a little more concerned about the medium-term, though. Chatterjee sees iPhone and iPad sales as vulnerable to softening consumer sentiment; he projects iPhone sales in the second half of calendar 2022 will be down about 4% from a year earlier. But he's still bullish on the company's long-term outlook, and keep his Overweight rating and $200 price target.In particular, he says Apple is well-positioned to outperform the market in almost any macroeconomic environment. A recession, he writes, would \"showcase resilient iPhone demand driven by replacement cycles,\" and would be buoyed by a substantial earnings contribution from services. And if the economy stabilizes, he adds, Apple could see upside from a rapid consumer rebound.Apple shares rose 1.6% on Friday. The stock is off 12% since the company's last earnings report and down 22% for the year to date. The company remains the single largest U.S. company by market cap, with a valuation of $2.2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989310256,"gmtCreate":1665902686875,"gmtModify":1676537677970,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a><v-v data-views=\"1\"></v-v>🌞","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a><v-v data-views=\"1\"></v-v>🌞","text":"$SEMBCORP MARINE LTD(S51.SI)$🌞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9989310256","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098602439,"gmtCreate":1644110405859,"gmtModify":1676533890338,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"very informative, think it is&nbsp;risky ....&nbsp;","listText":"very informative, think it is&nbsp;risky ....&nbsp;","text":"very informative, think it is risky ....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098602439","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","kind":"news","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990696316,"gmtCreate":1660347771837,"gmtModify":1676533453639,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a><v-v data-views=\"1\"></v-v>Bullish Loss narrow, better results, when it turns profit next report, price should&nbsp;go up&nbsp;,&nbsp;hope so&nbsp;[smile]&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a><v-v data-views=\"1\"></v-v>Bullish Loss narrow, better results, when it turns profit next report, price should&nbsp;go up&nbsp;,&nbsp;hope so&nbsp;[smile]&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$Bullish Loss narrow, better results, when it turns profit next report, price should go up , hope so [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990696316","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584911736417489","authorId":"3584911736417489","name":"Fly High","avatar":"https://static.tigerbbs.com/8572d7c834f14d421f65ad1ce935d0c8","crmLevel":7,"crmLevelSwitch":0,"idStr":"3584911736417489","authorIdStr":"3584911736417489"},"content":"Still burning money when global O&G industry is at its peaks? Maybe excuse is 7th month, towkay say must burn money.","text":"Still burning money when global O&G industry is at its peaks? Maybe excuse is 7th month, towkay say must burn money.","html":"Still burning money when global O&G industry is at its peaks? Maybe excuse is 7th month, towkay say must burn money."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046965397,"gmtCreate":1656290756019,"gmtModify":1676535799372,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$</a>thinking of buying this , seems undervalued[Thinking]&nbsp;","listText":"<a href=\"https://ttm.financial/S/YF8.SI\">$YZJ Fin Hldg(YF8.SI)$</a>thinking of buying this , seems undervalued[Thinking]&nbsp;","text":"$YZJ Fin Hldg(YF8.SI)$thinking of buying this , seems undervalued[Thinking]","images":[{"img":"https://community-static.tradeup.com/news/d207d593410bb917ceb5691fbcfd07c8","width":"1080","height":"3509"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046965397","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087110108494710","authorId":"4087110108494710","name":"embraceit","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4087110108494710","authorIdStr":"4087110108494710"},"content":"I bought last week. It's rising.","text":"I bought last week. It's rising.","html":"I bought last week. It's rising."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":251482305757360,"gmtCreate":1702434443003,"gmtModify":1702434447209,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D01.SI\">$DFIRG USD(D01.SI)$ </a> when are you going up ....&nbsp;","listText":"<a href=\"https://ttm.financial/S/D01.SI\">$DFIRG USD(D01.SI)$ </a> when are you going up ....&nbsp;","text":"$DFIRG USD(D01.SI)$ when are you going up ....","images":[{"img":"https://community-static.tradeup.com/news/0ce21e95015cd80dd9ba8294a217da88","width":"912","height":"1368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251482305757360","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079184170,"gmtCreate":1657158365290,"gmtModify":1676535961190,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"okay maybe 😀","listText":"okay maybe 😀","text":"okay maybe 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079184170","repostId":"2249546463","repostType":4,"repost":{"id":"2249546463","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1657149693,"share":"https://ttm.financial/m/news/2249546463?lang=&edition=fundamental","pubTime":"2022-07-07 07:21","market":"us","language":"en","title":"Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed","url":"https://stock-news.laohu8.com/highlight/detail?id=2249546463","media":"Dow Jones","summary":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkish","content":"<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</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>Why a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed</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\">\nWhy a Rally in Growth Stocks Could Signal \"Peak\" Fed Hawkishness Has Passed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-07 07:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If tech can sustain outperformance that will mean the market thinks the Fed has passed &#39;peak hawkishness,&#39; according to Sevens Report</p><p>Growth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.</p><p>Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.</p><p>&#34;While it&#39;s too early to declare the value outperformance &#39;over,&#39; we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,&#34; said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. &#34;If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed &#39;peak hawkishness.&#39;&#34;</p><p>Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and &#34;a recession is a distinct possibility,&#34; said Tom Graff, head of investments at Facet Wealth, by phone.</p><p>The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.</p><p>The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.</p><p>That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.</p><p>Read:Fed&#39;s Waller backs another jumbo 75 bp interest-rate hike in July</p><p>But now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.</p><h2>Recession worries</h2><p>The yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.</p><p>In Graff&#39;s view, the corporate bond market also has been flashing recession concerns.</p><p>&#34;Investment-grade corporate spreads are about as wide as they&#39;ve been any time&#34; outside of a  recession in the last 25 years, said Graff. That doesn&#39;t mean there&#39;s &#34;100% odds&#34; of an economic contraction, he said, &#34;but it&#39;s definitely clearly showing credit markets think there&#39;s a risk.&#34;</p><p>Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.</p><p>&#34;U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,&#34; said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. &#34;Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.&#34;</p><p>Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.</p><p>The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&amp;P 500 dropped 20.6%.</p><p>Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they&#39;ve recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.</p><p>Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.</p><p>Upcoming company earnings reports for the second quarter should give investors a &#34;clearer picture&#34; of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.</p><p>&#34;Some amount of earnings slowdown is priced in,&#34; he said of the equities market. &#34;In our view, if earnings are mildly lower in the second half but companies see them rebounding in &#39;23, that&#39;s probably a pretty good outcome for stocks.&#34;</p><p>In prior recessions, the average earnings drop for the S&amp;P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock&#39;s chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.</p><p>&#34;We are not calling for a recession, but we are cognizant that the risks of a recession are rising,&#34; DeSpirito said in the note. &#34;The Fed is tightening monetary policy, bringing an end to &#39;easy money&#39; policies,&#34; he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to &#34;erode household savings&#34; and &#34;inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.&#34;</p><p>All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed&#39;s last policy meeting. The S&amp;P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249546463","content_text":"If tech can sustain outperformance that will mean the market thinks the Fed has passed 'peak hawkishness,' according to Sevens ReportGrowth stocks have outperformed value equities recently as investors begin to question if the Federal Reserve has passed peak hawkishness already with its plans to raise rates to combat high inflation.Recent bets on fed-funds futures have pointed toward a potential pivot back to rate cuts at some point next year, while 10-year yields on U.S. government debt have fallen below 3%. Corporate bond spreads have widened as recession worries bubble up. But thedecline in Treasury yields appears to be giving a lift to technology and other growth stocks over value-oriented equities.\"While it's too early to declare the value outperformance 'over,' we do think the outperformance of tech recently is notable, because if it continues that will be a strong signal that the market is now looking past future rates hikes towards eventual rate cuts in 2023,\" said Tom Essaye, founder of Sevens Report Research, in a note Wednesday. \"If tech can mount sustained outperformance that will tell us the market thinks the Fed has passed 'peak hawkishness.'\"Long-term Treasury yields have been falling recently because investors are worried that the U.S. economy is slowing and \"a recession is a distinct possibility,\" said Tom Graff, head of investments at Facet Wealth, by phone.The yield on the 10-year Treasury note jumped as high as about 3.482% in June, before falling Tuesday to 2.808%--the lowest since May 27 based on 3 p.m. Eastern Time levels, according to Dow Jones Market Data. That compares with a yield of about 1.5% at the end of 2021, when investors were anticipating that the Fed was gearing up to hike its benchmark rate to curb hot inflation.The Fed raised its benchmark rate in March for the first time since 2018, lifting it a quarter percentage point from near zero while laying out plans for further increases as inflation was running at the hottest pace in 40 years. Since then, the central bank has become more hawkish, announcing larger rate hikes as the cost of living has remained stubbornly high.That has made investors anxious that the Fed risks causing a recession by potentially being too aggressive to bring runaway inflation under control.Read:Fed's Waller backs another jumbo 75 bp interest-rate hike in JulyBut now slowing growth has some investors questioning how long the Fed will continue on an aggressive path of monetary tightening, even though it began hiking rates just this year.Recession worriesThe yield curve spread between 10-year and 2-year Treasury rates briefly inverted on July 5 for the first time since mid-June, another sign that the U.S. may be facing a recession, although this time against a backdrop of declining rates, according to Graff. The yield curve was inverted on Wednesday afternoon, with two-year yields  slightly higher than 10-year rates , FactSet data show.In Graff's view, the corporate bond market also has been flashing recession concerns.\"Investment-grade corporate spreads are about as wide as they've been any time\" outside of a  recession in the last 25 years, said Graff. That doesn't mean there's \"100% odds\" of an economic contraction, he said, \"but it's definitely clearly showing credit markets think there's a risk.\"Spreads over Treasurys for high-yield debt, or junk bonds, have similarly increased, according to Graff.\"U.S. corporate bond spreads continue to move higher even though 10-year Treasury yields peaked 3 weeks ago,\" said Nicholas Colas, co-founder of DataTrek Research, in a note emailed July 6. \"Spreads tend to rise when markets are increasingly uncertain about future corporate cash flows, and that has been the case most of this year.\"Investors worry about cash flows drying up in an economic slowdown as that may hinder companies from reinvesting in their businesses, or make it more difficult for cash-strapped borrowers to meet their financial obligations.The U.S. stock market has sunk this year after a repricing of valuations that looked stretched as rates rose. Growth stocks, including shares of technology-related companies, have taken a steep drop in 2022.The tech-heavy Nasdaq Composite plunged 29.5% during the first half of this year, while the S&P 500 dropped 20.6%.Growth stocks are particularly sensitive to rising rates as their anticipated cash flow streams are far out into the future. But with rates recently falling amid recession concerns, they've recently been gaining ground after being trounced by value-style bets over a stretch that began late last year.Since June 10, the Russell 1000 Growth Index  has eked out a gain of 0.5% through Wednesday,  while the Russell 1000 Value Index  dropped about 3.7% over the same period, FactSet data show.Upcoming company earnings reports for the second quarter should give investors a \"clearer picture\" of what companies expect in terms of demand for their goods and services in the second half of 2022, as well as which direction stocks will be headed, according to Graff.\"Some amount of earnings slowdown is priced in,\" he said of the equities market. \"In our view, if earnings are mildly lower in the second half but companies see them rebounding in '23, that's probably a pretty good outcome for stocks.\"In prior recessions, the average earnings drop for the S&P 500 was 13%, with the global financial crisis, or GFC, skewing the results, according to Tony DeSpirito, BlackRock's chief investment officer for U.S. fundamental equities. A chart in his third-quarter outlook report illustrates this finding.\"We are not calling for a recession, but we are cognizant that the risks of a recession are rising,\" DeSpirito said in the note. \"The Fed is tightening monetary policy, bringing an end to 'easy money' policies,\" he said, while 30-year mortgage rates have about doubled since last year to nearly 6% today, inflation is starting to \"erode household savings\" and \"inventories of goods are elevated as both pandemic-induced supply shortages and voracious demand ease.\"All three major U.S. stock benchmarks ended Wednesday higher after the release of minutes of the Fed's last policy meeting. The S&P 500  gained 0.4%, while the Nasdaq Composite  rose 0.3% and the Dow Jones Industrial Average  edged up 0.2%, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048294933,"gmtCreate":1656209836722,"gmtModify":1676535785452,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"good rules, not easy to follow&nbsp;[smile]&nbsp;","listText":"good rules, not easy to follow&nbsp;[smile]&nbsp;","text":"good rules, not easy to follow [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048294933","repostId":"1191010488","repostType":4,"repost":{"id":"1191010488","kind":"news","pubTimestamp":1656202469,"share":"https://ttm.financial/m/news/1191010488?lang=&edition=fundamental","pubTime":"2022-06-26 08:14","market":"us","language":"en","title":"Warren Buffett's 4 Rules for Investing in a Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1191010488","media":"Motley Fool","summary":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as theS&P 500 was on its way to a 35% dipthat bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs,Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it m","content":"<html><head></head><body><p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&amp;P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he&#39;s managed through 12 more bear markets not including this one.</p><p>Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it&#39;s Buffett.</p><p>So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett&#39;s famous rules for investing in a bear market.</p><p>1. Buy quality merchandise on sale</p><blockquote><i>&#34;Whether we&#39;re talking about socks or stocks, I like buying quality merchandise when it is marked down.&#34;</i></blockquote><p>Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.</p><p>As an example, Buffett&#39;s response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway&#39;s portfolio, Buffett bought another 3.78 million shares.</p><p>You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.</p><p>2. Hold forever</p><blockquote><i>&#34;Our favorite holding period is forever.&#34;</i></blockquote><p>When you buy stocks you&#39;d like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don&#39;t have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.</p><p>3. Stay calm</p><blockquote><i>&#34;The most important quality for an investor is temperament, not intellect.&#34;</i></blockquote><p>It&#39;s normal and useful to second-guess your &#34;hold forever&#34; plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.</p><p>The distinction you must make is whether circumstances have changed permanently or temporarily. And that&#39;s easier to do when you can analyze what&#39;s happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that&#39;s sure to dampen your long-term returns.</p><p>4. Keep your distance</p><p>Buffett said this when asked what advice he had for investors in tough markets:<i>&#34;I would tell them: Don&#39;t watch the market too closely.&#34;</i></p><p>Let&#39;s say you&#39;re confident that your &#34;hold forever&#34; stocks can withstand a temporary bear market. And for that reason, you&#39;re not going to react to falling share prices. In that scenario, what&#39;s the benefit of tracking every bump along the way? There isn&#39;t one.</p><p>It&#39;s OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.</p><p>Buy or do nothing</p><p>When a bear market sets in, you&#39;ll see Buffett mostly buy or hold. If you&#39;re questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett's 4 Rules for Investing in a Bear Market</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\">\nWarren Buffett's 4 Rules for Investing in a Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-26 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.zacks.com/stock/news/1943735/how-to-pick-great-value-stocks-like-warren-buffett?art_rec=home-home-top_stories-ID01-txt-1943735","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191010488","content_text":"Warren Buffett began his investing career in a bear market. He bought his first stock in the early 1940s at age 11 as the S&P 500 was on its way to a 35% dip that bottomed in 1942. Since then, he's managed through 12 more bear markets not including this one.Despite those downturns, Buffett has managed to create billions in value for himself and the shareholders of the company he runs, Berkshire Hathaway. If any investor is qualified to share wisdom on investing in bear markets, it's Buffett.So it makes sense to lean on his expertise to get through this tough climate with your wealth intact, right? To get you started, here are four of Buffett's famous rules for investing in a bear market.1. Buy quality merchandise on sale\"Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.\"Buffett invests in high-quality businesses -- companies with a proven ability to create shareholder value through all economic climates. In his view, bear markets provide opportunities to buy these quality stocks at lower prices.As an example, Buffett's response earlier this year to the tech stock sell-off was to buy more of his favorite technology company, Apple. Although Apple already comprised more than 40% of Berkshire Hathaway's portfolio, Buffett bought another 3.78 million shares.You can mimic his strategy by identifying stocks you love for their long-term prospects. If your budget allows, increase your investing activity and pad your share counts while prices remain low.2. Hold forever\"Our favorite holding period is forever.\"When you buy stocks you'd like to hold forever, bear markets become far less stressful. Since your plan is to hold for the long run, you don't have to do anything when the market goes sideways. No reshuffling your portfolio and no guessing when share prices will bottom out. Your only job is to wait.3. Stay calm\"The most important quality for an investor is temperament, not intellect.\"It's normal and useful to second-guess your \"hold forever\" plan when circumstances change. Certainly, there will be times when you should drop a stock you thought was a keeper.The distinction you must make is whether circumstances have changed permanently or temporarily. And that's easier to do when you can analyze what's happening calmly and rationally. If you let your emotions take over, they can convince you to scrap your plan, cut your losses, or take some other dramatic action that's sure to dampen your long-term returns.4. Keep your distanceBuffett said this when asked what advice he had for investors in tough markets:\"I would tell them: Don't watch the market too closely.\"Let's say you're confident that your \"hold forever\" stocks can withstand a temporary bear market. And for that reason, you're not going to react to falling share prices. In that scenario, what's the benefit of tracking every bump along the way? There isn't one.It's OK to keep some distance from financial headlines when the market is going crazy. Consider it a survival strategy that helps you stay calm and stick to your investing plan.Buy or do nothingWhen a bear market sets in, you'll see Buffett mostly buy or hold. If you're questioning whether those are the right moves for your portfolio, remember this: Buffett is worth about $95 billion, and he has invested through more bear markets than almost anyone. His tactics can help you emerge from this bear market stronger and wealthier than ever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162580979,"gmtCreate":1624067969991,"gmtModify":1703828047914,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>Hopefully this one can trend higher towards pre-hk protest time","listText":"<a href=\"https://laohu8.com/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>Hopefully this one can trend higher towards pre-hk protest time","text":"$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$Hopefully this one can trend higher towards pre-hk protest time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162580979","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559862059870297","authorId":"3559862059870297","name":"MoneyCub","avatar":"https://static.tigerbbs.com/1f4ae708d214afbc1b0b1f68ecc65c7e","crmLevel":4,"crmLevelSwitch":0,"idStr":"3559862059870297","authorIdStr":"3559862059870297"},"content":"Me, also hopIng. Fundamentally strong company.","text":"Me, also hopIng. Fundamentally strong company.","html":"Me, also hopIng. Fundamentally strong company."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183081117,"gmtCreate":1623293793039,"gmtModify":1704200269562,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>thinking of adding this ... seems like have potential","listText":"<a href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a>thinking of adding this ... seems like have potential","text":"$UiPath(PATH)$thinking of adding this ... seems like have potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183081117","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168473495,"gmtCreate":1623982249317,"gmtModify":1703825460682,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>I think can enter some now&nbsp;... any comments. Thanks","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>I think can enter some now&nbsp;... any comments. Thanks","text":"$SEMBCORP MARINE LTD(S51.SI)$I think can enter some now ... any comments. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/168473495","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911883745,"gmtCreate":1664172396888,"gmtModify":1676537402617,"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579063613222900","authorIdStr":"3579063613222900"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a><v-v data-views=\"0\"></v-v>Bearish seems like now everything 🐻[Facepalm]&nbsp;","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a><v-v data-views=\"0\"></v-v>Bearish seems like now everything 🐻[Facepalm]&nbsp;","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Bearish seems like now everything 🐻[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9911883745","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577439118813180","authorId":"3577439118813180","name":"五代雄杰","avatar":"https://community-static.tradeup.com/news/22865fc1bb0640ecaa0189f973423b8b","crmLevel":3,"crmLevelSwitch":1,"idStr":"3577439118813180","authorIdStr":"3577439118813180"},"content":"The world is chaotic, all we can do is hope","text":"The world is chaotic, all we can do is hope","html":"The world is chaotic, all we can do is hope"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}