lalala12334 personal page - To The Moon

lalala12334

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11-01

It's ok. You stay out of it and I will buy.

Sorry, the original content has been removed

04-30

I love such news. Shorters need to burn.

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03-05

Noto is bad

Sorry, the original content has been removed

2023-12-15

Stupid article which writer tries to downplay his/ her own bigoted opinion. "I like the stock but you shouldn't buy it" argument is not at all convincing.

Sorry, the original content has been removed

2023-08-31

The stupid ones are the ones who read a stupid article and decide to sell based on it.

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2023-08-03

I hope hes right.

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2023-08-01

Bye. Who cares about some unknown analyst.....

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2023-07-18

Ok. Another article to bring down the stock. Yay

Sorry, the original content has been removed

2023-07-18

$Palantir Technologies Inc.(PLTR)$

2023-07-18

$Palantir Technologies Inc.(PLTR)$

2023-06-13

Yes yes yessss

Palantir: Rally Has Just Begun

2023-06-13

YES

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2023-06-02

$Palantir Technologies Inc.(PLTR)$

2023-05-26

I love to see short sellers burn. They think they know. They don't.

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2023-05-25

$Palantir Technologies Inc.(PLTR)$ someone wasted 35 years of his life achieving nothing and mediocrity. Sad

2023-05-18

$Palantir Technologies Inc.(PLTR)$ where is boonchong

2023-05-15

Why people listen to rubbish from a trash?

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2023-02-22

Im gonna laugh at this writer.

Nvidia: Q4 Earnings Expected To Fall 60%

2023-02-15

$Palantir Technologies Inc.(PLTR)$ where is the 35 years trading tortoise hiding?

2023-01-06

$DFIRG USD(D01.SI)$ i guess this is the breakout we are all looking for. To the moon!

Go to Tiger App to see more news

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ok. You stay out of it and I will buy.&nbsp;","listText":"It's ok. You stay out of it and I will buy.&nbsp;","text":"It's ok. You stay out of it and I will buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366325648310440","repostId":"1179021770","repostType":2,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300752485265520,"gmtCreate":1714445404568,"gmtModify":1714445499429,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"I love such news. Shorters need to burn.&nbsp;","listText":"I love such news. Shorters need to burn.&nbsp;","text":"I love such news. Shorters need to burn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300752485265520","repostId":"2431819443","repostType":2,"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281079440138528,"gmtCreate":1709647548672,"gmtModify":1709647552331,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Noto is bad","listText":"Noto is bad","text":"Noto is bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281079440138528","repostId":"2417413385","repostType":2,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252394906423416,"gmtCreate":1702630547852,"gmtModify":1702633416007,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Stupid article which writer tries to downplay his/ her own bigoted opinion. \"I like the stock but you shouldn't buy it\" argument is not at all convincing.&nbsp;","listText":"Stupid article which writer tries to downplay his/ her own bigoted opinion. \"I like the stock but you shouldn't buy it\" argument is not at all convincing.&nbsp;","text":"Stupid article which writer tries to downplay his/ her own bigoted opinion. \"I like the stock but you shouldn't buy it\" argument is not at all convincing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252394906423416","repostId":"2391763805","repostType":2,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214859813060744,"gmtCreate":1693493029181,"gmtModify":1693493547480,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"The stupid ones are the ones who read a stupid article and decide to sell based on it.&nbsp;","listText":"The stupid ones are the ones who read a stupid article and decide to sell based on it.&nbsp;","text":"The stupid ones are the ones who read a stupid article and decide to sell based on it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214859813060744","repostId":"2363268902","repostType":2,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205002086985968,"gmtCreate":1691058756239,"gmtModify":1691058762043,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"I hope hes right.&nbsp;","listText":"I hope hes right.&nbsp;","text":"I hope hes right.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205002086985968","repostId":"1100778714","repostType":2,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204233246462160,"gmtCreate":1690894865247,"gmtModify":1690894873491,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Bye. Who cares about some unknown analyst.....","listText":"Bye. Who cares about some unknown analyst.....","text":"Bye. Who cares about some unknown analyst.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204233246462160","repostId":"1142666513","repostType":2,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199256735236256,"gmtCreate":1689682116350,"gmtModify":1689682120360,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Ok. Another article to bring down the stock. Yay","listText":"Ok. Another article to bring down the stock. Yay","text":"Ok. Another article to bring down the stock. Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199256735236256","repostId":"2352714903","repostType":2,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199239288488208,"gmtCreate":1689678454815,"gmtModify":1689678457005,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199239288488208","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198976791621656,"gmtCreate":1689614518150,"gmtModify":1689614520803,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198976791621656","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186840610955296,"gmtCreate":1686654658909,"gmtModify":1686654662461,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Yes yes yessss","listText":"Yes yes yessss","text":"Yes yes yessss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186840610955296","repostId":"2342465837","repostType":2,"repost":{"id":"2342465837","kind":"highlight","pubTimestamp":1686644271,"share":"https://ttm.financial/m/news/2342465837?lang=&edition=fundamental","pubTime":"2023-06-13 16:17","market":"us","language":"en","title":"Palantir: Rally Has Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=2342465837","media":"seekingalpha","summary":"Sundry Photography After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, i","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74e98accb4bbd2fb7441becfa31fd3b2\" tg-width=\"750\" tg-height=\"500\"/></p><p>After trending down for months in a row, Palantir&#39;s (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now wondering if the stock is due for correction or if it&#39;ll continue trending up. While that&#39;s a legitimate concern, there&#39;s reason to believe the latter scenario will play out for Palantir. The company posted robust results last month, it expanded its product portfolio and is now rolling out generative AI capabilities in its already-competitive feature set. This stands to accelerate Palantir&#39;s pace of customer acquisition, catapult its revenue, and is likely to drive its shares higher in the coming months.</p><h2>Story Behind the Meteoric Rise</h2><p>Let me start by saying that the Street had turned bearish on Palantir up until a few weeks ago. The general consensus was that as the world slipped into recession, enterprises across the globe would cut their discretionary spending and Palantir would be revenue challenged very soon. But the software stalwart proved the bears wrong. It handily beat the Street&#39;s estimates, reported its first-ever GAAP profits, and its revenue rose to an all-time high of $525.18 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9811b64fe5677b8b0296bf63d0d7489d\" tg-width=\"640\" tg-height=\"548\"/></p><p>BusinessQuant.com</p><p></p><p>What&#39;s even more interesting is that bears were arguing that Palantir&#39;s government revenue would plateau or decline due to market saturation, but the company actually posted revenue growth across both its reportable segments on a sequential as well as on a year-over-year basis. This commendable feat dissuades bearish narratives floating around in investing forums and is one of the two major reasons why Palantir&#39;s shares rallied so ferociously in the last month.</p><p>Secondly, Palantir&#39;s management made numerous remarks on their Q1 earnings call, emphasizing how they&#39;re aggressively rolling out AI features (such as generative AI) in their product portfolio. The word &#34;Large Language Model&#34; was referenced 18 times on the call, whereas the word &#34;Artificial Intelligence&#34; was referenced 21 times. They also launched an Artificial Intelligence Platform, or AIP, and it was referenced 11 times on the call. So, altogether, it was hard to miss that Palantir is taking a full-fledged plunge in the AI race. This led to another bout of buying from investors who wanted to gain exposure to the AI race, and it subsequently drove Palantir&#39;s shares to their 52-week-high.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f7b6847ffb50682a775c9e4e321250\" tg-width=\"640\" tg-height=\"437\"/></p><p>BusinessQuant.com</p><p></p><p>The chart above highlights how the rally in AI-related stocks has been violent in recent months. Some companies weren&#39;t able to live up to their promises and/or the Street&#39;s expectations and have already seen a sharp selloff in their shares of late. So, naturally, Palantir&#39;s investors are now wondering if the stock&#39;s rally is sustainable or if it&#39;ll fizzle out soon like C3.ai. Well, to me, it looks like the former scenario will be more dominant here.</p><h2>It&#39;s Just Getting Started</h2><p>There are broadly 3 arguments to be made here. For starters, I believe Palantir is fully capable to live up to its promises on the AI front. See, its platforms were already creating dynamic information reports for their end-users or enterprise clients. Sure, it took manual effort to get the initial setup done, but that&#39;s natural since we&#39;ve to remodel the data stream from different enterprises and fit it inside one unified data pipeline of Palantir&#39;s analytics platforms. That part is unlikely to change.</p><p>What&#39;s different now, is that Palantir has rolled out an LLM (ChatGPT-like chatbot) on its analytics platforms. This is not a humongous task as it used to be, thanks to the open-source community making these tools readily accessible. I, too, am running a 30 billion parameter LLM model on my PC, so have a bit of understanding about its intricacies here. But coming back to Palantir, this move essentially allows end-users to pass text-based instructions to the company&#39;s analytics platforms and get a swift response in return.</p><p>Secondly, this LLM integration and chat-based functionality essentially cuts short the time that would otherwise go into training personnel on how to use enterprise software in general. It also paves the way to some really dynamic report creation, that wasn&#39;t possible previously without requiring a deep know-how of Palantir&#39;s platforms. So, I expect enterprise customers to onboard Palantir at an accelerated pace now, which will consequently drive its revenue to new highs in the quarters ahead.</p><p>My third argument is that the Street is grasping the capabilities of LLM-based platforms only now, and there&#39;s currently a mad rush to invest in AI companies. This calls for multiples expansion. Palantir was trading at 9 times its trailing twelve-month sales, up until 5 weeks ago, when it was surrounded by a plethora of slowdown and profitability-related bearish narratives. But it has, since then, reported its first-ever GAAP profits, proved the naysayers wrong by reporting record revenue, and announced its foray into the AI space to maintain its growth momentum. In light of this improving ground reality, I believe Palantir stock will continue to trade at premium multiples going forward and that&#39;ll become its &#34;new normal&#34; valuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba9d1922cb0c7d136b28c2f68d39166b\" tg-width=\"640\" tg-height=\"440\"/></p><p>BusinessQuant.com</p><p></p><h2>Final Thoughts</h2><p>I don&#39;t think we&#39;ll see Palantir&#39;s stock drop down to single-digit anytime soon, now that its growth prospects have improved dramatically. If anything, the addition of generative AI in its feature set only expands the company&#39;s headroom to gain market share from legacy and in-house analytics platforms. There might be price corrections from time to time, but that will constitute an opportunity to accumulate Palantir&#39;s shares at discounted levels.</p><p>Overall, I believe Palantir is well-positioned to grow its customer base at a rapid rate and its revenue is likely to rise to new highs in the quarters to come. So, I reiterate my bullish stance on Palantir, believe its shares have ample upside in store, and opine that investors with a multi-year time horizon can accumulate it on potential price corrections. Good Luck!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Rally Has Just Begun</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: Rally Has Just Begun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 16:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2342465837","content_text":"After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now wondering if the stock is due for correction or if it'll continue trending up. While that's a legitimate concern, there's reason to believe the latter scenario will play out for Palantir. The company posted robust results last month, it expanded its product portfolio and is now rolling out generative AI capabilities in its already-competitive feature set. This stands to accelerate Palantir's pace of customer acquisition, catapult its revenue, and is likely to drive its shares higher in the coming months.Story Behind the Meteoric RiseLet me start by saying that the Street had turned bearish on Palantir up until a few weeks ago. The general consensus was that as the world slipped into recession, enterprises across the globe would cut their discretionary spending and Palantir would be revenue challenged very soon. But the software stalwart proved the bears wrong. It handily beat the Street's estimates, reported its first-ever GAAP profits, and its revenue rose to an all-time high of $525.18 million.BusinessQuant.comWhat's even more interesting is that bears were arguing that Palantir's government revenue would plateau or decline due to market saturation, but the company actually posted revenue growth across both its reportable segments on a sequential as well as on a year-over-year basis. This commendable feat dissuades bearish narratives floating around in investing forums and is one of the two major reasons why Palantir's shares rallied so ferociously in the last month.Secondly, Palantir's management made numerous remarks on their Q1 earnings call, emphasizing how they're aggressively rolling out AI features (such as generative AI) in their product portfolio. The word \"Large Language Model\" was referenced 18 times on the call, whereas the word \"Artificial Intelligence\" was referenced 21 times. They also launched an Artificial Intelligence Platform, or AIP, and it was referenced 11 times on the call. So, altogether, it was hard to miss that Palantir is taking a full-fledged plunge in the AI race. This led to another bout of buying from investors who wanted to gain exposure to the AI race, and it subsequently drove Palantir's shares to their 52-week-high.BusinessQuant.comThe chart above highlights how the rally in AI-related stocks has been violent in recent months. Some companies weren't able to live up to their promises and/or the Street's expectations and have already seen a sharp selloff in their shares of late. So, naturally, Palantir's investors are now wondering if the stock's rally is sustainable or if it'll fizzle out soon like C3.ai. Well, to me, it looks like the former scenario will be more dominant here.It's Just Getting StartedThere are broadly 3 arguments to be made here. For starters, I believe Palantir is fully capable to live up to its promises on the AI front. See, its platforms were already creating dynamic information reports for their end-users or enterprise clients. Sure, it took manual effort to get the initial setup done, but that's natural since we've to remodel the data stream from different enterprises and fit it inside one unified data pipeline of Palantir's analytics platforms. That part is unlikely to change.What's different now, is that Palantir has rolled out an LLM (ChatGPT-like chatbot) on its analytics platforms. This is not a humongous task as it used to be, thanks to the open-source community making these tools readily accessible. I, too, am running a 30 billion parameter LLM model on my PC, so have a bit of understanding about its intricacies here. But coming back to Palantir, this move essentially allows end-users to pass text-based instructions to the company's analytics platforms and get a swift response in return.Secondly, this LLM integration and chat-based functionality essentially cuts short the time that would otherwise go into training personnel on how to use enterprise software in general. It also paves the way to some really dynamic report creation, that wasn't possible previously without requiring a deep know-how of Palantir's platforms. So, I expect enterprise customers to onboard Palantir at an accelerated pace now, which will consequently drive its revenue to new highs in the quarters ahead.My third argument is that the Street is grasping the capabilities of LLM-based platforms only now, and there's currently a mad rush to invest in AI companies. This calls for multiples expansion. Palantir was trading at 9 times its trailing twelve-month sales, up until 5 weeks ago, when it was surrounded by a plethora of slowdown and profitability-related bearish narratives. But it has, since then, reported its first-ever GAAP profits, proved the naysayers wrong by reporting record revenue, and announced its foray into the AI space to maintain its growth momentum. In light of this improving ground reality, I believe Palantir stock will continue to trade at premium multiples going forward and that'll become its \"new normal\" valuation.BusinessQuant.comFinal ThoughtsI don't think we'll see Palantir's stock drop down to single-digit anytime soon, now that its growth prospects have improved dramatically. If anything, the addition of generative AI in its feature set only expands the company's headroom to gain market share from legacy and in-house analytics platforms. There might be price corrections from time to time, but that will constitute an opportunity to accumulate Palantir's shares at discounted levels.Overall, I believe Palantir is well-positioned to grow its customer base at a rapid rate and its revenue is likely to rise to new highs in the quarters to come. So, I reiterate my bullish stance on Palantir, believe its shares have ample upside in store, and opine that investors with a multi-year time horizon can accumulate it on potential price corrections. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186694556135576,"gmtCreate":1686619159318,"gmtModify":1686619162170,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"YES","listText":"YES","text":"YES","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186694556135576","repostId":"2343663641","repostType":2,"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182807787298864,"gmtCreate":1685639879634,"gmtModify":1685639882798,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182807787298864","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979008321,"gmtCreate":1685087059763,"gmtModify":1685087150934,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"I love to see short sellers burn. They think they know. They don't.&nbsp;","listText":"I love to see short sellers burn. They think they know. They don't.&nbsp;","text":"I love to see short sellers burn. They think they know. They don't.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979008321","repostId":"1190064044","repostType":2,"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970725636,"gmtCreate":1685016446225,"gmtModify":1685016449264,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>someone wasted 35 years of his life achieving nothing and mediocrity. Sad","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>someone wasted 35 years of his life achieving nothing and mediocrity. Sad","text":"$Palantir Technologies Inc.(PLTR)$ someone wasted 35 years of his life achieving nothing and mediocrity. Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970725636","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970646495,"gmtCreate":1684420085917,"gmtModify":1684420089180,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>where is boonchong","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>where is boonchong","text":"$Palantir Technologies Inc.(PLTR)$ where is boonchong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9970646495","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586700132013602","authorId":"3586700132013602","name":"chonglikguo","avatar":"https://static.itradeup.com/news/d1e40a00dd84dbabc4f8e3a748f86fb6","crmLevel":3,"crmLevelSwitch":1,"idStr":"3586700132013602","authorIdStr":"3586700132013602"},"content":"He finding opportunity to say 35 years experience","text":"He finding opportunity to say 35 years experience","html":"He finding opportunity to say 35 years experience"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970181955,"gmtCreate":1684158824277,"gmtModify":1684158827695,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Why people listen to rubbish from a trash?","listText":"Why people listen to rubbish from a trash?","text":"Why people listen to rubbish from a trash?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970181955","repostId":"1167853068","repostType":2,"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957374559,"gmtCreate":1677052831071,"gmtModify":1677052836977,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Im gonna laugh at this writer.&nbsp;","listText":"Im gonna laugh at this writer.&nbsp;","text":"Im gonna laugh at this writer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957374559","repostId":"1146191553","repostType":2,"repost":{"id":"1146191553","kind":"news","pubTimestamp":1677050136,"share":"https://ttm.financial/m/news/1146191553?lang=&edition=fundamental","pubTime":"2023-02-22 15:15","market":"us","language":"en","title":"Nvidia: Q4 Earnings Expected To Fall 60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146191553","media":"Seeking Alpha","summary":"SummaryNVIDIA is set to release its earnings.Analysts expect NVDA to bring in $0.47 in earnings per ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA is set to release its earnings.</li><li>Analysts expect NVDA to bring in $0.47 in earnings per share, down 60% from a year before.</li><li>My own calculations indicate a 66% earnings decline.</li><li>GPUs are widely used in many products.</li><li>However, NVIDIA is a fairly &#34;niche&#34; semi name that makes a lot of money selling to gamers and crypto miners. Both gaming and crypto were out of favor in Q4.</li></ul><p><b>NVIDIA</b>(NASDAQ: NVDA) is set to release its earnings. A lot is at stake in this release. In its previous quarterly release, NVIDIA missed analyst estimates and guided for a weak fourth quarter. If the company beats estimates this time around, then its stock has a chance of climbing out of its current slump.</p><p>Beating estimates will be a tall order for NVIDIA. The company faces a number of headwinds heading into earnings, including weak RTX 4080 sales, a declining video game industry, and an ailing cryptocurrency market. NVIDIA makes a lot of its money off gaming PCs and crypto mining; its bread and butter clients suffering will of course lead to its own sales taking a hit.</p><p>It’s pretty much a foregone conclusion that NVIDIA’s sales and earnings will decline in the fourth quarter. The company guided for <i>severe</i> declines in both, so any positive growth in either metric is extremely unlikely. The question is whether NVDA’s fundamentals will decline by as much as analysts expect. The stock market is a forward looking discounting mechanism that values assets based on their future expected cash flows. If a stock beats expectations, it should theoretically rise even if the year over year change in fundamentals is negative. In this article I’ll take a look at what analysts are expecting from NVIDIA’s fourth quarter earnings, and what impact it could have on the stock price.</p><p><b>My Earnings Calculation For NVIDIA</b></p><p>In an effort to determine NVIDIA’s likely Q4 earnings, I put together an estimate based on management’s guidance, which it released in its previous quarterly report. Here’s what NVIDIA&#39;s management is expecting:</p><ul><li><p>$6 billion in revenue.</p></li><li><p>A 63.2% gross margin.</p></li><li><p>$2.56 billion in operating expenses.</p></li><li><p>$40 million in other comprehensive income (“OCI”).</p></li><li><p>A 9% tax rate.</p></li></ul><p>Based on the numbers above, I calculate that NVIDIA will earn $1.157 billion in fourth quarter net income. Here’s how I break that down:</p><ul><li><p>A 63.2% gross margin on $6 billion is $3.792 billion in gross profit.</p></li><li><p>Subtract $2.56 billion in operating expenses and you get to $1.232 billion in EBIT.</p></li><li><p>Add $40 million in OCI and you’re up to $1.272 billion in pre-tax income.</p></li><li><p>A 9% tax on $1.272 billion is $114 million.</p></li><li><p>This yields $1.157 billion in net income.</p></li></ul><p>NVIDIA earned $3 billion in the fourth quarter of 2021, so we’re looking at a 61.4% decline in earnings here. However, this is just going off of NVIDIA’s guidance, which was published in a November 16 earnings release. Possibly, things changed in the time between that date and the end of the quarter. So, let’s take a look at the things that might have changed.</p><p><b>Buybacks</b></p><p>So far, my calculations argue for a slightly larger decline in NVIDIA’s earnings than what analysts expect. I worked out $1.157 billion in GAAP net income, down 61.4%. Analysts are expecting $0.47 in GAAP EPS, down 60%. These figures are pretty close but not identical.</p><p>One possible cause for analysts expecting a smaller decline than I’ve calculated is buybacks. My net income projection translates to $0.46 in EPS, using last quarter’s share count. A few billion dollars&#39; worth of buybacks would push EPS above $0.47. So, we need to know whether NVIDIA did indeed do buybacks in the fourth quarter.</p><p>This is pretty difficult to determine. We know that NVIDIA authorized $15 billion worth of buybacks through to the end of 2023. Since then, NVDA has done $7.19 billion worth of repurchases: $3.75 billion last quarter, and $3.44 billion in the quarter before that. So, we’ve got $7.81 billion worth of authorized buybacks still remaining. If half that amount of stock ($3.9 billion worth) were repurchased, then GAAP EPS would beat analysts’ forecasts. Most likely, NVIDIA will do some kind of buyback, as it has authorized one already. We don’t know how big it will be, but we know it’s likely to happen. Given this, it’s actually quite possible that NVIDIA will beat analyst estimates when its earnings come out tomorrow. But if there’s weakness on the revenue front, then the release could miss expectations. So, let’s look at the factors likely to have impacted NVIDIA’s revenue in the fourth quarter.</p><p><b>Gaming</b></p><p>NVIDIA is best known as a supplier of graphics cards to the PC gaming industry. Its business has diversified beyond this niche, but it’s still a big part of the company’s overall picture. So, how did gaming do in Q4?</p><p>We know that <b>Activision Blizzard</b>(ATVI) delivered positive revenue growth and beat revenue estimates in Q4. That’s a good sign. However, ATVI sells games across both PCs and consoles, and only PC sales are relevant to NVIDIA: console manufacturers use <b>AMD</b>(AMD) graphics cards.</p><p>According to various sources, PC game sales declined in 2022. PC Games Insider reported that EU sales fell 7.1%, while The Verge reported that U.S. sales fell 5.1%. The Verge also reported that AMD’s GPU sales fell 7% in the fourth quarter. NVIDIA’s $6 billion revenue guidance represents a 21% decline from the year-ago quarter. That’s worse than the decline in the PC gaming market, so we need to look elsewhere in NVIDIA’s business for indications as to how its Q4 revenue will turn out.</p><p><b>Crypto</b></p><p>One place to look is crypto mining. In many ways, the crypto market was in the gutter in Q4. Bitcoin’s price was down, sustainable energy usage was down, and miners were selling their positions rather than holding them. The overall picture looks to have been a bad one. However, a Crypto Slate article claimed that “more miners joined the network” in Q4. If that’s the case, then there might have actually been an increase in crypto GPUs purchased from NVIDIA.</p><p><b>Data Center</b></p><p>One thing we know for sure is that data center revenue declined a lot last quarter. We can infer that from the fact that AMD’s “client processor” (i.e. server or data center) revenue declined 51%. These trends tend to be very consistent across companies, so we’d expect NVIDIA’s data center numbers to look like AMD’s.</p><p>On a more positive note, AI chatbots like OpenAI’s ChatGPT run tens of thousands of NVIDIA GPUs, and that number will only increase as AI ramps up. There is some potential for NVIDIA to make money off AI in the coming year. However, the ChatGPT phenomenon hit fairly late in the fourth quarter, so we wouldn’t expect it to make a big impact on the upcoming release.</p><p>To summarize, we’ve got PC GPU sales down 7% across the industry, data center sales down 51% at AMD, and too little information to draw a conclusion about crypto mining. Taken together, these numbers are consistent with NVIDIA’s forecast of a 21% revenue decline. So, I’m expecting NVIDIA’s revenue to be in-line with estimates.</p><p><b>Will NVDA&#39;s Q4 Earnings Beat Expectations?</b></p><p>Having looked at NVIDIA’s revenue picture, it’s time to return to the larger question about EPS. Basically, I expect revenue to be in line with estimates. I’m also expecting $1.157 billion in Q4 net income. If we assume that NVIDIA does another $3 billion buyback in Q4, then we get to $0.47 in earnings per share–in-line with analyst estimates. Here’s how the math on that works:</p><ul><li><p>NVDA shares were at an average level of about $140 in Q4.</p></li><li><p>$3 billion buys you 21,428,571 NVIDIA shares at $140.</p></li><li><p>This reduces shares outstanding from 2.499 billion to 2.477 billion.</p></li><li><p>$1.157 billion divided by 2.477 billion is approximately $0.47–exactly what analysts are expecting.</p></li></ul><p>So, my forecast for NVIDIA’s upcoming earnings release is identical to the analyst consensus on both the top and bottom lines. I am expecting what the markets are expecting.</p><p><b>The Bottom Line</b></p><p>Looking at all relevant factors, I expect NVIDIA’s revenue to be in line with estimates, and its earnings to be either in line or a slight miss. If NVIDIA does another $3 billion buyback, then EPS will hit the analyst consensus. If it does no buyback, then it will miss by about $0.01. All of this assumes, of course, that NVIDIA’s guidance was accurate. If the guidance was way off, then the numbers could be totally different from what I’m estimating here. However, I see no indication that the revenue figure should be off.</p><p><b>What should investors take from this information?</b></p><p>If anything, they should see it as a sign that not much interesting will happen after tomorrow’s release. My estimates suggest that the stock won’t move a whole lot after earnings. One thing that investors might want to watch out for is a disappointing buyback. If NVIDIA buys back no stock, then EPS will probably miss the $0.47 analyst consensus by $0.01. That’s not a very wide miss but the disappointment in there being no buyback could trigger some selling. Trading based on such sentiment has little to do with fundamentals, though. For this reason, I consider NVIDIA stock a clear ‘hold,’ neither a buy nor a sell.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Q4 Earnings Expected To Fall 60%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Q4 Earnings Expected To Fall 60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-22 15:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4580178-nvidia-stock-q4-earnings-expected-fall><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA is set to release its earnings.Analysts expect NVDA to bring in $0.47 in earnings per share, down 60% from a year before.My own calculations indicate a 66% earnings decline.GPUs are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4580178-nvidia-stock-q4-earnings-expected-fall\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4580178-nvidia-stock-q4-earnings-expected-fall","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146191553","content_text":"SummaryNVIDIA is set to release its earnings.Analysts expect NVDA to bring in $0.47 in earnings per share, down 60% from a year before.My own calculations indicate a 66% earnings decline.GPUs are widely used in many products.However, NVIDIA is a fairly \"niche\" semi name that makes a lot of money selling to gamers and crypto miners. Both gaming and crypto were out of favor in Q4.NVIDIA(NASDAQ: NVDA) is set to release its earnings. A lot is at stake in this release. In its previous quarterly release, NVIDIA missed analyst estimates and guided for a weak fourth quarter. If the company beats estimates this time around, then its stock has a chance of climbing out of its current slump.Beating estimates will be a tall order for NVIDIA. The company faces a number of headwinds heading into earnings, including weak RTX 4080 sales, a declining video game industry, and an ailing cryptocurrency market. NVIDIA makes a lot of its money off gaming PCs and crypto mining; its bread and butter clients suffering will of course lead to its own sales taking a hit.It’s pretty much a foregone conclusion that NVIDIA’s sales and earnings will decline in the fourth quarter. The company guided for severe declines in both, so any positive growth in either metric is extremely unlikely. The question is whether NVDA’s fundamentals will decline by as much as analysts expect. The stock market is a forward looking discounting mechanism that values assets based on their future expected cash flows. If a stock beats expectations, it should theoretically rise even if the year over year change in fundamentals is negative. In this article I’ll take a look at what analysts are expecting from NVIDIA’s fourth quarter earnings, and what impact it could have on the stock price.My Earnings Calculation For NVIDIAIn an effort to determine NVIDIA’s likely Q4 earnings, I put together an estimate based on management’s guidance, which it released in its previous quarterly report. Here’s what NVIDIA's management is expecting:$6 billion in revenue.A 63.2% gross margin.$2.56 billion in operating expenses.$40 million in other comprehensive income (“OCI”).A 9% tax rate.Based on the numbers above, I calculate that NVIDIA will earn $1.157 billion in fourth quarter net income. Here’s how I break that down:A 63.2% gross margin on $6 billion is $3.792 billion in gross profit.Subtract $2.56 billion in operating expenses and you get to $1.232 billion in EBIT.Add $40 million in OCI and you’re up to $1.272 billion in pre-tax income.A 9% tax on $1.272 billion is $114 million.This yields $1.157 billion in net income.NVIDIA earned $3 billion in the fourth quarter of 2021, so we’re looking at a 61.4% decline in earnings here. However, this is just going off of NVIDIA’s guidance, which was published in a November 16 earnings release. Possibly, things changed in the time between that date and the end of the quarter. So, let’s take a look at the things that might have changed.BuybacksSo far, my calculations argue for a slightly larger decline in NVIDIA’s earnings than what analysts expect. I worked out $1.157 billion in GAAP net income, down 61.4%. Analysts are expecting $0.47 in GAAP EPS, down 60%. These figures are pretty close but not identical.One possible cause for analysts expecting a smaller decline than I’ve calculated is buybacks. My net income projection translates to $0.46 in EPS, using last quarter’s share count. A few billion dollars' worth of buybacks would push EPS above $0.47. So, we need to know whether NVIDIA did indeed do buybacks in the fourth quarter.This is pretty difficult to determine. We know that NVIDIA authorized $15 billion worth of buybacks through to the end of 2023. Since then, NVDA has done $7.19 billion worth of repurchases: $3.75 billion last quarter, and $3.44 billion in the quarter before that. So, we’ve got $7.81 billion worth of authorized buybacks still remaining. If half that amount of stock ($3.9 billion worth) were repurchased, then GAAP EPS would beat analysts’ forecasts. Most likely, NVIDIA will do some kind of buyback, as it has authorized one already. We don’t know how big it will be, but we know it’s likely to happen. Given this, it’s actually quite possible that NVIDIA will beat analyst estimates when its earnings come out tomorrow. But if there’s weakness on the revenue front, then the release could miss expectations. So, let’s look at the factors likely to have impacted NVIDIA’s revenue in the fourth quarter.GamingNVIDIA is best known as a supplier of graphics cards to the PC gaming industry. Its business has diversified beyond this niche, but it’s still a big part of the company’s overall picture. So, how did gaming do in Q4?We know that Activision Blizzard(ATVI) delivered positive revenue growth and beat revenue estimates in Q4. That’s a good sign. However, ATVI sells games across both PCs and consoles, and only PC sales are relevant to NVIDIA: console manufacturers use AMD(AMD) graphics cards.According to various sources, PC game sales declined in 2022. PC Games Insider reported that EU sales fell 7.1%, while The Verge reported that U.S. sales fell 5.1%. The Verge also reported that AMD’s GPU sales fell 7% in the fourth quarter. NVIDIA’s $6 billion revenue guidance represents a 21% decline from the year-ago quarter. That’s worse than the decline in the PC gaming market, so we need to look elsewhere in NVIDIA’s business for indications as to how its Q4 revenue will turn out.CryptoOne place to look is crypto mining. In many ways, the crypto market was in the gutter in Q4. Bitcoin’s price was down, sustainable energy usage was down, and miners were selling their positions rather than holding them. The overall picture looks to have been a bad one. However, a Crypto Slate article claimed that “more miners joined the network” in Q4. If that’s the case, then there might have actually been an increase in crypto GPUs purchased from NVIDIA.Data CenterOne thing we know for sure is that data center revenue declined a lot last quarter. We can infer that from the fact that AMD’s “client processor” (i.e. server or data center) revenue declined 51%. These trends tend to be very consistent across companies, so we’d expect NVIDIA’s data center numbers to look like AMD’s.On a more positive note, AI chatbots like OpenAI’s ChatGPT run tens of thousands of NVIDIA GPUs, and that number will only increase as AI ramps up. There is some potential for NVIDIA to make money off AI in the coming year. However, the ChatGPT phenomenon hit fairly late in the fourth quarter, so we wouldn’t expect it to make a big impact on the upcoming release.To summarize, we’ve got PC GPU sales down 7% across the industry, data center sales down 51% at AMD, and too little information to draw a conclusion about crypto mining. Taken together, these numbers are consistent with NVIDIA’s forecast of a 21% revenue decline. So, I’m expecting NVIDIA’s revenue to be in-line with estimates.Will NVDA's Q4 Earnings Beat Expectations?Having looked at NVIDIA’s revenue picture, it’s time to return to the larger question about EPS. Basically, I expect revenue to be in line with estimates. I’m also expecting $1.157 billion in Q4 net income. If we assume that NVIDIA does another $3 billion buyback in Q4, then we get to $0.47 in earnings per share–in-line with analyst estimates. Here’s how the math on that works:NVDA shares were at an average level of about $140 in Q4.$3 billion buys you 21,428,571 NVIDIA shares at $140.This reduces shares outstanding from 2.499 billion to 2.477 billion.$1.157 billion divided by 2.477 billion is approximately $0.47–exactly what analysts are expecting.So, my forecast for NVIDIA’s upcoming earnings release is identical to the analyst consensus on both the top and bottom lines. I am expecting what the markets are expecting.The Bottom LineLooking at all relevant factors, I expect NVIDIA’s revenue to be in line with estimates, and its earnings to be either in line or a slight miss. If NVIDIA does another $3 billion buyback, then EPS will hit the analyst consensus. If it does no buyback, then it will miss by about $0.01. All of this assumes, of course, that NVIDIA’s guidance was accurate. If the guidance was way off, then the numbers could be totally different from what I’m estimating here. However, I see no indication that the revenue figure should be off.What should investors take from this information?If anything, they should see it as a sign that not much interesting will happen after tomorrow’s release. My estimates suggest that the stock won’t move a whole lot after earnings. One thing that investors might want to watch out for is a disappointing buyback. If NVIDIA buys back no stock, then EPS will probably miss the $0.47 analyst consensus by $0.01. That’s not a very wide miss but the disappointment in there being no buyback could trigger some selling. Trading based on such sentiment has little to do with fundamentals, though. For this reason, I consider NVIDIA stock a clear ‘hold,’ neither a buy nor a sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954270024,"gmtCreate":1676430706169,"gmtModify":1676430709211,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>where is the 35 years trading tortoise hiding?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>where is the 35 years trading tortoise hiding?","text":"$Palantir Technologies Inc.(PLTR)$ where is the 35 years trading tortoise hiding?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954270024","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959668175,"gmtCreate":1672972558998,"gmtModify":1676538765069,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D01.SI\">$DFIRG USD(D01.SI)$ &nbsp;</a>i guess this is the breakout we are all looking for. To the moon!","listText":"<a href=\"https://ttm.financial/S/D01.SI\">$DFIRG USD(D01.SI)$ &nbsp;</a>i guess this is the breakout we are all looking for. To the moon!","text":"$DFIRG USD(D01.SI)$ i guess this is the breakout we are all looking for. To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959668175","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":187895198,"gmtCreate":1623748582114,"gmtModify":1704210329904,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a> Worst investment ever.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a> Worst investment ever.","text":"$Naked Brand(NAKD)$ Worst investment ever.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/187895198","isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560895293006674","authorId":"3560895293006674","name":"Huatge68","avatar":"https://static.tigerbbs.com/ca439ed94516f3e0bb7a4e740cb06daf","crmLevel":8,"crmLevelSwitch":1,"idStr":"3560895293006674","authorIdStr":"3560895293006674"},"content":"You are the worst","text":"You are the worst","html":"You are the worst"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027161955,"gmtCreate":1653992361477,"gmtModify":1676535374993,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>I have 1k usd at 0.55. and you know what. I want people to short this down. I don't mind losing my money but I want to see this company delisted.&nbsp;","listText":"<a href=\"https://ttm.financial/S/FAMI\">$Farmmi, Inc.(FAMI)$</a>I have 1k usd at 0.55. and you know what. I want people to short this down. I don't mind losing my money but I want to see this company delisted.&nbsp;","text":"$Farmmi, Inc.(FAMI)$I have 1k usd at 0.55. and you know what. I want people to short this down. I don't mind losing my money but I want to see this company delisted.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027161955","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554034677029324","authorId":"3554034677029324","name":"JunJie","avatar":"https://static.tigerbbs.com/f716c717e7ddcae5f5912cad93972634","crmLevel":5,"crmLevelSwitch":1,"idStr":"3554034677029324","authorIdStr":"3554034677029324"},"content":"haha it will need to go below $1 to get delisted. they can always apply another stock split better get out while still hav value","text":"haha it will need to go below $1 to get delisted. they can always apply another stock split better get out while still hav value","html":"haha it will need to go below $1 to get delisted. they can always apply another stock split better get out while still hav value"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810451702,"gmtCreate":1629995307406,"gmtModify":1676530196760,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a> Without WSB, this stock is nothing.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a> Without WSB, this stock is nothing.","text":"$Naked Brand(NAKD)$ Without WSB, this stock is nothing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/810451702","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569362653147908","authorId":"3569362653147908","name":"大牛dan","avatar":"https://static.tigerbbs.com/ee1290c353b7a8610c37bc9da8715a27","crmLevel":1,"crmLevelSwitch":0,"idStr":"3569362653147908","authorIdStr":"3569362653147908"},"content":"Wsh can't discuss nakd. You don't know. You need to do more homework to speculate in stocks","text":"Wsh can't discuss nakd. You don't know. You need to do more homework to speculate in stocks","html":"Wsh can't discuss nakd. You don't know. You need to do more homework to speculate in stocks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":204233246462160,"gmtCreate":1690894865247,"gmtModify":1690894873491,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Bye. Who cares about some unknown analyst.....","listText":"Bye. Who cares about some unknown analyst.....","text":"Bye. Who cares about some unknown analyst.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/204233246462160","repostId":"1142666513","repostType":2,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033834830,"gmtCreate":1646235988865,"gmtModify":1676534107027,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Finally Cathie is gone.&nbsp;","listText":"Finally Cathie is gone.&nbsp;","text":"Finally Cathie is gone.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033834830","repostId":"1169317964","repostType":2,"repost":{"id":"1169317964","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646233906,"share":"https://ttm.financial/m/news/1169317964?lang=&edition=fundamental","pubTime":"2022-03-02 23:11","market":"us","language":"en","title":"Palantir Stock Dropped More Than 5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1169317964","media":"Tiger Newspress","summary":"Palantir stock dropped more than 5% in morning trading.Cathie Wood led Ark Investment Management on ","content":"<html><head></head><body><p>Palantir stock dropped more than 5% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/8121afd2d0441ef0ec445d28b8c69e24\" tg-width=\"839\" tg-height=\"616\" width=\"100%\" height=\"auto\"/></p><p><b>Cathie Wood</b> led <b>Ark Investment Management</b> on Tuesday shed nearly all of its exposure in the <b>Peter Thie</b>l-backed <b>Palantir Technologies Inc</b>( NYSE:PLTR).</p><p>The popular stock-picking firm sold 298 shares —estimated to be worth $3,629— in Palantir, based on Tuesday&#39;s closing price.</p><p>Palantir stock closed 2.78% higher at $12.2 a share on Tuesday. The stock is down 34.3% year-to-date.</p><p>Ark Invest held over 30 million shares in Palantir until mid-February and rushed to dump shares in the data analytics company known for its work with government agencies after it reported dismal earnings.</p><p>The popular investment firm shed nearly all of its exposure in just about seven trades.</p><p>Prior to the recent sell-off, Ark Invest had been piling up shares in Palantir for months.</p><p>Palantir shares fell nearly 16% after it reported fourth-quarter earnings of 2 cents per share, missing the analyst consensus estimate of 4 cents. It had, however, beat revenue expectations.</p><p>“Palantir reported a significant deceleration in growth in the larger government division, suggesting perhaps a change in government procurement behavior,” Wood had said in a note.</p><p>The St. Petersburg, Florida-based Palantir now holds 200 shares in Palantir after Tuesday’s sale.</p><p>Wedbush on Monday named Palantir among cybersecurity companies that are likely to benefit from the significant ramp-up of cyber warfare by Russian nation-state backed organizations over the coming weeks targeting various U.S. and Europe enterprises and government agencies.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Dropped More Than 5% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Dropped More Than 5% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-02 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir stock dropped more than 5% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/8121afd2d0441ef0ec445d28b8c69e24\" tg-width=\"839\" tg-height=\"616\" width=\"100%\" height=\"auto\"/></p><p><b>Cathie Wood</b> led <b>Ark Investment Management</b> on Tuesday shed nearly all of its exposure in the <b>Peter Thie</b>l-backed <b>Palantir Technologies Inc</b>( NYSE:PLTR).</p><p>The popular stock-picking firm sold 298 shares —estimated to be worth $3,629— in Palantir, based on Tuesday&#39;s closing price.</p><p>Palantir stock closed 2.78% higher at $12.2 a share on Tuesday. The stock is down 34.3% year-to-date.</p><p>Ark Invest held over 30 million shares in Palantir until mid-February and rushed to dump shares in the data analytics company known for its work with government agencies after it reported dismal earnings.</p><p>The popular investment firm shed nearly all of its exposure in just about seven trades.</p><p>Prior to the recent sell-off, Ark Invest had been piling up shares in Palantir for months.</p><p>Palantir shares fell nearly 16% after it reported fourth-quarter earnings of 2 cents per share, missing the analyst consensus estimate of 4 cents. It had, however, beat revenue expectations.</p><p>“Palantir reported a significant deceleration in growth in the larger government division, suggesting perhaps a change in government procurement behavior,” Wood had said in a note.</p><p>The St. Petersburg, Florida-based Palantir now holds 200 shares in Palantir after Tuesday’s sale.</p><p>Wedbush on Monday named Palantir among cybersecurity companies that are likely to benefit from the significant ramp-up of cyber warfare by Russian nation-state backed organizations over the coming weeks targeting various U.S. and Europe enterprises and government agencies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169317964","content_text":"Palantir stock dropped more than 5% in morning trading.Cathie Wood led Ark Investment Management on Tuesday shed nearly all of its exposure in the Peter Thiel-backed Palantir Technologies Inc( NYSE:PLTR).The popular stock-picking firm sold 298 shares —estimated to be worth $3,629— in Palantir, based on Tuesday's closing price.Palantir stock closed 2.78% higher at $12.2 a share on Tuesday. The stock is down 34.3% year-to-date.Ark Invest held over 30 million shares in Palantir until mid-February and rushed to dump shares in the data analytics company known for its work with government agencies after it reported dismal earnings.The popular investment firm shed nearly all of its exposure in just about seven trades.Prior to the recent sell-off, Ark Invest had been piling up shares in Palantir for months.Palantir shares fell nearly 16% after it reported fourth-quarter earnings of 2 cents per share, missing the analyst consensus estimate of 4 cents. It had, however, beat revenue expectations.“Palantir reported a significant deceleration in growth in the larger government division, suggesting perhaps a change in government procurement behavior,” Wood had said in a note.The St. Petersburg, Florida-based Palantir now holds 200 shares in Palantir after Tuesday’s sale.Wedbush on Monday named Palantir among cybersecurity companies that are likely to benefit from the significant ramp-up of cyber warfare by Russian nation-state backed organizations over the coming weeks targeting various U.S. and Europe enterprises and government agencies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970646495,"gmtCreate":1684420085917,"gmtModify":1684420089180,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>where is boonchong","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>where is boonchong","text":"$Palantir Technologies Inc.(PLTR)$ where is boonchong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9970646495","isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586700132013602","authorId":"3586700132013602","name":"chonglikguo","avatar":"https://static.itradeup.com/news/d1e40a00dd84dbabc4f8e3a748f86fb6","crmLevel":3,"crmLevelSwitch":1,"idStr":"3586700132013602","authorIdStr":"3586700132013602"},"content":"He finding opportunity to say 35 years experience","text":"He finding opportunity to say 35 years experience","html":"He finding opportunity to say 35 years experience"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992531182,"gmtCreate":1661335800949,"gmtModify":1676536498814,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"She is losing everything. She got lucky when covid happened and the market went crazy&nbsp;Now she's losing it. Follow warren if you want to make money investing not her.&nbsp;","listText":"She is losing everything. She got lucky when covid happened and the market went crazy&nbsp;Now she's losing it. Follow warren if you want to make money investing not her.&nbsp;","text":"She is losing everything. She got lucky when covid happened and the market went crazy Now she's losing it. Follow warren if you want to make money investing not her.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992531182","repostId":"1128816889","repostType":2,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170559950,"gmtCreate":1626443511170,"gmtModify":1703760289599,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a> waiting this to be delisted :)","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a> waiting this to be delisted :)","text":"$Naked Brand(NAKD)$ waiting this to be delisted :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/170559950","isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585449851216062","authorId":"3585449851216062","name":"nokia3210","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3585449851216062","authorIdStr":"3585449851216062"},"content":"falling everyday","text":"falling everyday","html":"falling everyday"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804386126,"gmtCreate":1627923631465,"gmtModify":1703498029078,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> Let's all break the 16 dollars resistance!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> Let's all break the 16 dollars resistance!","text":"$SoFi Technologies Inc.(SOFI)$ Let's all break the 16 dollars resistance!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804386126","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102411572,"gmtCreate":1620229955096,"gmtModify":1704340562345,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/EBON\">$Ebang International Holdings Inc.(EBON)$</a> Time for 5 tonight","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/EBON\">$Ebang International Holdings Inc.(EBON)$</a> Time for 5 tonight","text":"$Ebang International Holdings Inc.(EBON)$ Time for 5 tonight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/102411572","isVote":1,"tweetType":1,"viewCount":669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199256735236256,"gmtCreate":1689682116350,"gmtModify":1689682120360,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Ok. Another article to bring down the stock. Yay","listText":"Ok. Another article to bring down the stock. Yay","text":"Ok. Another article to bring down the stock. Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199256735236256","repostId":"2352714903","repostType":2,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186840610955296,"gmtCreate":1686654658909,"gmtModify":1686654662461,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Yes yes yessss","listText":"Yes yes yessss","text":"Yes yes yessss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186840610955296","repostId":"2342465837","repostType":2,"repost":{"id":"2342465837","kind":"highlight","pubTimestamp":1686644271,"share":"https://ttm.financial/m/news/2342465837?lang=&edition=fundamental","pubTime":"2023-06-13 16:17","market":"us","language":"en","title":"Palantir: Rally Has Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=2342465837","media":"seekingalpha","summary":"Sundry Photography After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, i","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74e98accb4bbd2fb7441becfa31fd3b2\" tg-width=\"750\" tg-height=\"500\"/></p><p>After trending down for months in a row, Palantir&#39;s (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now wondering if the stock is due for correction or if it&#39;ll continue trending up. While that&#39;s a legitimate concern, there&#39;s reason to believe the latter scenario will play out for Palantir. The company posted robust results last month, it expanded its product portfolio and is now rolling out generative AI capabilities in its already-competitive feature set. This stands to accelerate Palantir&#39;s pace of customer acquisition, catapult its revenue, and is likely to drive its shares higher in the coming months.</p><h2>Story Behind the Meteoric Rise</h2><p>Let me start by saying that the Street had turned bearish on Palantir up until a few weeks ago. The general consensus was that as the world slipped into recession, enterprises across the globe would cut their discretionary spending and Palantir would be revenue challenged very soon. But the software stalwart proved the bears wrong. It handily beat the Street&#39;s estimates, reported its first-ever GAAP profits, and its revenue rose to an all-time high of $525.18 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9811b64fe5677b8b0296bf63d0d7489d\" tg-width=\"640\" tg-height=\"548\"/></p><p>BusinessQuant.com</p><p></p><p>What&#39;s even more interesting is that bears were arguing that Palantir&#39;s government revenue would plateau or decline due to market saturation, but the company actually posted revenue growth across both its reportable segments on a sequential as well as on a year-over-year basis. This commendable feat dissuades bearish narratives floating around in investing forums and is one of the two major reasons why Palantir&#39;s shares rallied so ferociously in the last month.</p><p>Secondly, Palantir&#39;s management made numerous remarks on their Q1 earnings call, emphasizing how they&#39;re aggressively rolling out AI features (such as generative AI) in their product portfolio. The word &#34;Large Language Model&#34; was referenced 18 times on the call, whereas the word &#34;Artificial Intelligence&#34; was referenced 21 times. They also launched an Artificial Intelligence Platform, or AIP, and it was referenced 11 times on the call. So, altogether, it was hard to miss that Palantir is taking a full-fledged plunge in the AI race. This led to another bout of buying from investors who wanted to gain exposure to the AI race, and it subsequently drove Palantir&#39;s shares to their 52-week-high.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7f7b6847ffb50682a775c9e4e321250\" tg-width=\"640\" tg-height=\"437\"/></p><p>BusinessQuant.com</p><p></p><p>The chart above highlights how the rally in AI-related stocks has been violent in recent months. Some companies weren&#39;t able to live up to their promises and/or the Street&#39;s expectations and have already seen a sharp selloff in their shares of late. So, naturally, Palantir&#39;s investors are now wondering if the stock&#39;s rally is sustainable or if it&#39;ll fizzle out soon like C3.ai. Well, to me, it looks like the former scenario will be more dominant here.</p><h2>It&#39;s Just Getting Started</h2><p>There are broadly 3 arguments to be made here. For starters, I believe Palantir is fully capable to live up to its promises on the AI front. See, its platforms were already creating dynamic information reports for their end-users or enterprise clients. Sure, it took manual effort to get the initial setup done, but that&#39;s natural since we&#39;ve to remodel the data stream from different enterprises and fit it inside one unified data pipeline of Palantir&#39;s analytics platforms. That part is unlikely to change.</p><p>What&#39;s different now, is that Palantir has rolled out an LLM (ChatGPT-like chatbot) on its analytics platforms. This is not a humongous task as it used to be, thanks to the open-source community making these tools readily accessible. I, too, am running a 30 billion parameter LLM model on my PC, so have a bit of understanding about its intricacies here. But coming back to Palantir, this move essentially allows end-users to pass text-based instructions to the company&#39;s analytics platforms and get a swift response in return.</p><p>Secondly, this LLM integration and chat-based functionality essentially cuts short the time that would otherwise go into training personnel on how to use enterprise software in general. It also paves the way to some really dynamic report creation, that wasn&#39;t possible previously without requiring a deep know-how of Palantir&#39;s platforms. So, I expect enterprise customers to onboard Palantir at an accelerated pace now, which will consequently drive its revenue to new highs in the quarters ahead.</p><p>My third argument is that the Street is grasping the capabilities of LLM-based platforms only now, and there&#39;s currently a mad rush to invest in AI companies. This calls for multiples expansion. Palantir was trading at 9 times its trailing twelve-month sales, up until 5 weeks ago, when it was surrounded by a plethora of slowdown and profitability-related bearish narratives. But it has, since then, reported its first-ever GAAP profits, proved the naysayers wrong by reporting record revenue, and announced its foray into the AI space to maintain its growth momentum. In light of this improving ground reality, I believe Palantir stock will continue to trade at premium multiples going forward and that&#39;ll become its &#34;new normal&#34; valuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba9d1922cb0c7d136b28c2f68d39166b\" tg-width=\"640\" tg-height=\"440\"/></p><p>BusinessQuant.com</p><p></p><h2>Final Thoughts</h2><p>I don&#39;t think we&#39;ll see Palantir&#39;s stock drop down to single-digit anytime soon, now that its growth prospects have improved dramatically. If anything, the addition of generative AI in its feature set only expands the company&#39;s headroom to gain market share from legacy and in-house analytics platforms. There might be price corrections from time to time, but that will constitute an opportunity to accumulate Palantir&#39;s shares at discounted levels.</p><p>Overall, I believe Palantir is well-positioned to grow its customer base at a rapid rate and its revenue is likely to rise to new highs in the quarters to come. So, I reiterate my bullish stance on Palantir, believe its shares have ample upside in store, and opine that investors with a multi-year time horizon can accumulate it on potential price corrections. Good Luck!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Rally Has Just Begun</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: Rally Has Just Begun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-13 16:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4610903-palantir-stock-rally-has-just-begun","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2342465837","content_text":"After trending down for months in a row, Palantir's (NYSE:PLTR) shares have finally caught a break and have risen 150% in the last month alone. Given the ferocity of this uptrend, investors are now wondering if the stock is due for correction or if it'll continue trending up. While that's a legitimate concern, there's reason to believe the latter scenario will play out for Palantir. The company posted robust results last month, it expanded its product portfolio and is now rolling out generative AI capabilities in its already-competitive feature set. This stands to accelerate Palantir's pace of customer acquisition, catapult its revenue, and is likely to drive its shares higher in the coming months.Story Behind the Meteoric RiseLet me start by saying that the Street had turned bearish on Palantir up until a few weeks ago. The general consensus was that as the world slipped into recession, enterprises across the globe would cut their discretionary spending and Palantir would be revenue challenged very soon. But the software stalwart proved the bears wrong. It handily beat the Street's estimates, reported its first-ever GAAP profits, and its revenue rose to an all-time high of $525.18 million.BusinessQuant.comWhat's even more interesting is that bears were arguing that Palantir's government revenue would plateau or decline due to market saturation, but the company actually posted revenue growth across both its reportable segments on a sequential as well as on a year-over-year basis. This commendable feat dissuades bearish narratives floating around in investing forums and is one of the two major reasons why Palantir's shares rallied so ferociously in the last month.Secondly, Palantir's management made numerous remarks on their Q1 earnings call, emphasizing how they're aggressively rolling out AI features (such as generative AI) in their product portfolio. The word \"Large Language Model\" was referenced 18 times on the call, whereas the word \"Artificial Intelligence\" was referenced 21 times. They also launched an Artificial Intelligence Platform, or AIP, and it was referenced 11 times on the call. So, altogether, it was hard to miss that Palantir is taking a full-fledged plunge in the AI race. This led to another bout of buying from investors who wanted to gain exposure to the AI race, and it subsequently drove Palantir's shares to their 52-week-high.BusinessQuant.comThe chart above highlights how the rally in AI-related stocks has been violent in recent months. Some companies weren't able to live up to their promises and/or the Street's expectations and have already seen a sharp selloff in their shares of late. So, naturally, Palantir's investors are now wondering if the stock's rally is sustainable or if it'll fizzle out soon like C3.ai. Well, to me, it looks like the former scenario will be more dominant here.It's Just Getting StartedThere are broadly 3 arguments to be made here. For starters, I believe Palantir is fully capable to live up to its promises on the AI front. See, its platforms were already creating dynamic information reports for their end-users or enterprise clients. Sure, it took manual effort to get the initial setup done, but that's natural since we've to remodel the data stream from different enterprises and fit it inside one unified data pipeline of Palantir's analytics platforms. That part is unlikely to change.What's different now, is that Palantir has rolled out an LLM (ChatGPT-like chatbot) on its analytics platforms. This is not a humongous task as it used to be, thanks to the open-source community making these tools readily accessible. I, too, am running a 30 billion parameter LLM model on my PC, so have a bit of understanding about its intricacies here. But coming back to Palantir, this move essentially allows end-users to pass text-based instructions to the company's analytics platforms and get a swift response in return.Secondly, this LLM integration and chat-based functionality essentially cuts short the time that would otherwise go into training personnel on how to use enterprise software in general. It also paves the way to some really dynamic report creation, that wasn't possible previously without requiring a deep know-how of Palantir's platforms. So, I expect enterprise customers to onboard Palantir at an accelerated pace now, which will consequently drive its revenue to new highs in the quarters ahead.My third argument is that the Street is grasping the capabilities of LLM-based platforms only now, and there's currently a mad rush to invest in AI companies. This calls for multiples expansion. Palantir was trading at 9 times its trailing twelve-month sales, up until 5 weeks ago, when it was surrounded by a plethora of slowdown and profitability-related bearish narratives. But it has, since then, reported its first-ever GAAP profits, proved the naysayers wrong by reporting record revenue, and announced its foray into the AI space to maintain its growth momentum. In light of this improving ground reality, I believe Palantir stock will continue to trade at premium multiples going forward and that'll become its \"new normal\" valuation.BusinessQuant.comFinal ThoughtsI don't think we'll see Palantir's stock drop down to single-digit anytime soon, now that its growth prospects have improved dramatically. If anything, the addition of generative AI in its feature set only expands the company's headroom to gain market share from legacy and in-house analytics platforms. There might be price corrections from time to time, but that will constitute an opportunity to accumulate Palantir's shares at discounted levels.Overall, I believe Palantir is well-positioned to grow its customer base at a rapid rate and its revenue is likely to rise to new highs in the quarters to come. So, I reiterate my bullish stance on Palantir, believe its shares have ample upside in store, and opine that investors with a multi-year time horizon can accumulate it on potential price corrections. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065282007,"gmtCreate":1652196948509,"gmtModify":1676535050627,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>earnings was leaked hence it halted. Go check the earnings. It's actually good and positive.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>earnings was leaked hence it halted. Go check the earnings. It's actually good and positive.&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$earnings was leaked hence it halted. Go check the earnings. It's actually good and positive.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065282007","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886000171,"gmtCreate":1631535031193,"gmtModify":1676530568216,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a> This company is a freaking scam. Chinese companies must be avoided at ALL COSTS.","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/FAMI\">$Farmmi, Inc.(FAMI)$</a> This company is a freaking scam. Chinese companies must be avoided at ALL COSTS.","text":"$Farmmi, Inc.(FAMI)$ This company is a freaking scam. Chinese companies must be avoided at ALL COSTS.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/886000171","isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574968450404111","authorId":"3574968450404111","name":"Bloomberg Markets","avatar":"https://community-static.tradeup.com/news/f516c34a4c299ef7bfa6036707b67c4a","crmLevel":8,"crmLevelSwitch":1,"idStr":"3574968450404111","authorIdStr":"3574968450404111"},"content":"No. There are good solid chinese companies. You need to learn how to research, analyse and pick.","text":"No. There are good solid chinese companies. You need to learn how to research, analyse and pick.","html":"No. There are good solid chinese companies. You need to learn how to research, analyse and pick."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970725636,"gmtCreate":1685016446225,"gmtModify":1685016449264,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>someone wasted 35 years of his life achieving nothing and mediocrity. Sad","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>someone wasted 35 years of his life achieving nothing and mediocrity. Sad","text":"$Palantir Technologies Inc.(PLTR)$ someone wasted 35 years of his life achieving nothing and mediocrity. Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970725636","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984169493,"gmtCreate":1667569150713,"gmtModify":1676537938837,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$</a>the results isn't even bad. I think people have gone bonkers.&nbsp;","listText":"<a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$</a>the results isn't even bad. I think people have gone bonkers.&nbsp;","text":"$DraftKings Inc.(DKNG)$the results isn't even bad. I think people have gone bonkers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984169493","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880378928,"gmtCreate":1631022916164,"gmtModify":1676530445379,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/WPG\">$WP Glimcher(WPG)$</a> News about it voluntarily delisting. What does it mean for retail investors?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/WPG\">$WP Glimcher(WPG)$</a> News about it voluntarily delisting. What does it mean for retail investors?","text":"$WP Glimcher(WPG)$ News about it voluntarily delisting. What does it mean for retail investors?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880378928","isVote":1,"tweetType":1,"viewCount":1944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281079440138528,"gmtCreate":1709647548672,"gmtModify":1709647552331,"author":{"id":"3581401316419575","authorId":"3581401316419575","name":"lalala12334","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581401316419575","authorIdStr":"3581401316419575"},"themes":[],"htmlText":"Noto is bad","listText":"Noto is bad","text":"Noto is bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281079440138528","repostId":"2417413385","repostType":2,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}