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01-14 16:23

Both parties playing hard to get 😂

China's Customs Agents Told Nvidia's H200 Chips Are Not Permitted, Sources Say

2025-06-12

$DeFi Dev(DFDV)$ I'm just along for the ride

2025-01-17

Wow opinions changing so fast.

Sorry, the original content has been removed

2023-07-11

RIP $Palantir Technologies Inc.(PLTR)$

Jim Cramer Just Gave Palantir Stock a Boost

2023-06-29

It's just the writer's opinion. You don't have to follow it if you think it is nonsense.

Get Out Now! 3 Stocks to Dump Before the Short-Selling Ban

2023-02-10

You could say Lyft needs a lift 😉

Sorry, the original content has been removed

2022-08-10

Wahlau one week of climbing all gone. Potong steam

Meme Stocks Crashed in Morning Trading, With Clover Health Falling Over 15% and Palantir Falling Over 5%

2022-07-26

Like please

2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030

2022-06-29

$Clover Health Corp(CLOV)$just a reminder to myself

2022-03-02

$NIO Inc.(NIO)$hello fellow apes!

2022-01-24

Jialat my call options all chui

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

2021-08-26

$AMD(AMD)$day one... And in the red...

2021-08-12

Cool... Discount price

Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning

2021-08-12

$Clover Health Corp(CLOV)$ come on guys...

2021-08-09

$NIO Inc.(NIO)$you can do it!

2021-07-31

$Apple(AAPL)$yay

2021-07-31

Wow

@peggy85:$Walt Disney(DIS)$回春

2021-07-28

$Clover Health Corp(CLOV)$I don't think the system works

2021-06-25

$SEMBCORP MARINE LTD(S51.SI)$glad I dumped this garbage fire years ago. Still lost a bunch after getting in at 3 dollars plus.

2021-06-12

$FIRST SHIP LEASE TRUST(D8DU.SI)$bought few lots of fslt when it was 90 cents many years ago. Money into the toilet.

Go to Tiger App to see more news

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parties playing hard to get 😂","listText":"Both parties playing hard to get 😂","text":"Both parties playing hard to get 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521675521541152","repostId":"2603190662","repostType":2,"repost":{"id":"2603190662","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1768381372,"share":"https://ttm.financial/m/news/2603190662?lang=en_US&edition=fundamental","pubTime":"2026-01-14 17:02","market":"fut","language":"en","title":"China's Customs Agents Told Nvidia's H200 Chips Are Not Permitted, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2603190662","media":"Reuters","summary":"Beijing's motives for the directives are not clearAlso unclear if this is a ban or temporary measure, sources sayUS only formally approved H200 exports to China this weekChina keen to promote...","content":"<html><head></head><body><ul style=\"\"><li><p>Beijing&#39;s motives for the directives are not clear</p></li><li><p>Also unclear if this is a ban or temporary measure, sources say</p></li><li><p>US only formally approved H200 exports to China this week</p></li><li><p>China keen to promote development of domestic chip companies</p></li></ul><p>Jan 14 (Reuters) - Chinese customs authorities told customs agents this week that Nvidia&#39;s NVDA.O H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter.</p><p>Nvidia edged lower in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7287516c9fd548b62b1626f5a69cb8fa\" tg-width=\"858\" tg-height=\"824\"/></p><p>Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said.</p><p>&#34;The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve,&#34; one of the people said.</p><h2 id=\"id_3732793378\">BEIJING&#39;S MOTIVES UNCLEAR</h2><p>The H200, Nvidia&#39;s second most powerful AI chip, is one of the biggest flashpoints in current U.S.-Sino relations.</p><p>Though there is strong demand from Chinese firms, it remains unclear whether Beijing wants to ban it outright so that domestic chip companies can flourish, or is still chewing over restrictions, or whether these measures could be used as a bargaining tactic in talks with Washington.</p><p>The chip, formally approved by the Trump administration for export to China this week with some conditions, is also a hot-button issue in the U.S., with many China hawks concerned that the chips could supercharge the Chinese military and erode the U.S. advantage in AI.</p><p>The sources, who spoke on condition of anonymity due to the sensitivity of the matter, said authorities had not provided any reasons for their directives and had not given any indication whether this constitutes a formal ban or a temporary measure.</p><p>Reuters was not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders.</p><p>China&#39;s General Administration of Customs, the Ministry of Industry and Information Technology and the National Development and Reform Commission had not responded to Reuters requests for comment at the time of publication. Nvidia also did not reply to Reuters queries.</p><h2 id=\"id_3488858790\">HUGE ORDERS PLACED</h2><p>The Information on Tuesday reported that the Chinese government this week told some tech companies it would only approve their H200 purchases under special circumstances, such as for research and development conducted in partnerships at universities.</p><p>Exemptions are being discussed for R&amp;D purposes and universities, said one of the sources.</p><p>Keen to stifle China&#39;s AI and technological development, the U.S. has since 2022 placed restrictions on exports to China of high-end chips.</p><p>Last year, Trump banned and then allowed exports of a much weaker chip, the H20. But then Beijing de facto blocked those sales from around August, prompting Nvidia CEO Jensen Huang to say the company&#39;s share of the AI chip market in the world&#39;s second-largest economy had shrunk to zero.</p><p>The H200, however, delivers roughly six times the performance of the H20, making it a highly attractive product.</p><p>While Chinese chipmakers have developed AI processors like Huawei&#39;s HWT.UL Ascend 910C, the H200 is considered far more efficient for the large-scale training of advanced AI models.</p><p>Chinese technology companies have placed orders for more than two million H200 chips priced at around $27,000 each, far exceeding Nvidia&#39;s inventory of 700,000 chips, sources said last month.</p><p>Conditions placed by the U.S. on the H200 exports include a cap limiting China to no more than 50% of the total chips sold to U.S. customers.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nChina's Customs Agents Told Nvidia's H200 Chips Are Not Permitted, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-14 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Beijing&#39;s motives for the directives are not clear</p></li><li><p>Also unclear if this is a ban or temporary measure, sources say</p></li><li><p>US only formally approved H200 exports to China this week</p></li><li><p>China keen to promote development of domestic chip companies</p></li></ul><p>Jan 14 (Reuters) - Chinese customs authorities told customs agents this week that Nvidia&#39;s NVDA.O H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter.</p><p>Nvidia edged lower in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7287516c9fd548b62b1626f5a69cb8fa\" tg-width=\"858\" tg-height=\"824\"/></p><p>Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said.</p><p>&#34;The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve,&#34; one of the people said.</p><h2 id=\"id_3732793378\">BEIJING&#39;S MOTIVES UNCLEAR</h2><p>The H200, Nvidia&#39;s second most powerful AI chip, is one of the biggest flashpoints in current U.S.-Sino relations.</p><p>Though there is strong demand from Chinese firms, it remains unclear whether Beijing wants to ban it outright so that domestic chip companies can flourish, or is still chewing over restrictions, or whether these measures could be used as a bargaining tactic in talks with Washington.</p><p>The chip, formally approved by the Trump administration for export to China this week with some conditions, is also a hot-button issue in the U.S., with many China hawks concerned that the chips could supercharge the Chinese military and erode the U.S. advantage in AI.</p><p>The sources, who spoke on condition of anonymity due to the sensitivity of the matter, said authorities had not provided any reasons for their directives and had not given any indication whether this constitutes a formal ban or a temporary measure.</p><p>Reuters was not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders.</p><p>China&#39;s General Administration of Customs, the Ministry of Industry and Information Technology and the National Development and Reform Commission had not responded to Reuters requests for comment at the time of publication. Nvidia also did not reply to Reuters queries.</p><h2 id=\"id_3488858790\">HUGE ORDERS PLACED</h2><p>The Information on Tuesday reported that the Chinese government this week told some tech companies it would only approve their H200 purchases under special circumstances, such as for research and development conducted in partnerships at universities.</p><p>Exemptions are being discussed for R&amp;D purposes and universities, said one of the sources.</p><p>Keen to stifle China&#39;s AI and technological development, the U.S. has since 2022 placed restrictions on exports to China of high-end chips.</p><p>Last year, Trump banned and then allowed exports of a much weaker chip, the H20. But then Beijing de facto blocked those sales from around August, prompting Nvidia CEO Jensen Huang to say the company&#39;s share of the AI chip market in the world&#39;s second-largest economy had shrunk to zero.</p><p>The H200, however, delivers roughly six times the performance of the H20, making it a highly attractive product.</p><p>While Chinese chipmakers have developed AI processors like Huawei&#39;s HWT.UL Ascend 910C, the H200 is considered far more efficient for the large-scale training of advanced AI models.</p><p>Chinese technology companies have placed orders for more than two million H200 chips priced at around $27,000 each, far exceeding Nvidia&#39;s inventory of 700,000 chips, sources said last month.</p><p>Conditions placed by the U.S. on the H200 exports include a cap limiting China to no more than 50% of the total chips sold to U.S. customers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0080751232.USD":"富达环球多元动力基金A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4527":"明星科技股","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - 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Chinese customs authorities told customs agents this week that Nvidia's NVDA.O H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter.Nvidia edged lower in premarket.Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said.\"The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve,\" one of the people said.BEIJING'S MOTIVES UNCLEARThe H200, Nvidia's second most powerful AI chip, is one of the biggest flashpoints in current U.S.-Sino relations.Though there is strong demand from Chinese firms, it remains unclear whether Beijing wants to ban it outright so that domestic chip companies can flourish, or is still chewing over restrictions, or whether these measures could be used as a bargaining tactic in talks with Washington.The chip, formally approved by the Trump administration for export to China this week with some conditions, is also a hot-button issue in the U.S., with many China hawks concerned that the chips could supercharge the Chinese military and erode the U.S. advantage in AI.The sources, who spoke on condition of anonymity due to the sensitivity of the matter, said authorities had not provided any reasons for their directives and had not given any indication whether this constitutes a formal ban or a temporary measure.Reuters was not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders.China's General Administration of Customs, the Ministry of Industry and Information Technology and the National Development and Reform Commission had not responded to Reuters requests for comment at the time of publication. Nvidia also did not reply to Reuters queries.HUGE ORDERS PLACEDThe Information on Tuesday reported that the Chinese government this week told some tech companies it would only approve their H200 purchases under special circumstances, such as for research and development conducted in partnerships at universities.Exemptions are being discussed for R&D purposes and universities, said one of the sources.Keen to stifle China's AI and technological development, the U.S. has since 2022 placed restrictions on exports to China of high-end chips.Last year, Trump banned and then allowed exports of a much weaker chip, the H20. But then Beijing de facto blocked those sales from around August, prompting Nvidia CEO Jensen Huang to say the company's share of the AI chip market in the world's second-largest economy had shrunk to zero.The H200, however, delivers roughly six times the performance of the H20, making it a highly attractive product.While Chinese chipmakers have developed AI processors like Huawei's HWT.UL Ascend 910C, the H200 is considered far more efficient for the large-scale training of advanced AI models.Chinese technology companies have placed orders for more than two million H200 chips priced at around $27,000 each, far exceeding Nvidia's inventory of 700,000 chips, sources said last month.Conditions placed by the U.S. on the H200 exports include a cap limiting China to no more than 50% of the total chips sold to U.S. customers.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445273824936128,"gmtCreate":1749735534718,"gmtModify":1749735537858,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DFDV\">$DeFi Dev(DFDV)$ </a> I'm just along for the ride","listText":"<a href=\"https://ttm.financial/S/DFDV\">$DeFi Dev(DFDV)$ </a> I'm just along for the ride","text":"$DeFi Dev(DFDV)$ I'm just along for the ride","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445273824936128","isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393503032823896,"gmtCreate":1737091956963,"gmtModify":1737091960525,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Wow opinions changing so fast.&nbsp;","listText":"Wow opinions changing so fast.&nbsp;","text":"Wow opinions changing so fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393503032823896","repostId":"1194225388","repostType":2,"isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196808186966160,"gmtCreate":1689084777482,"gmtModify":1689084780324,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"RIP&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","listText":"RIP&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","text":"RIP $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196808186966160","repostId":"1116649483","repostType":2,"repost":{"id":"1116649483","kind":"news","pubTimestamp":1689083672,"share":"https://ttm.financial/m/news/1116649483?lang=en_US&edition=fundamental","pubTime":"2023-07-11 21:54","market":"us","language":"en","title":"Jim Cramer Just Gave Palantir Stock a Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1116649483","media":"InvestorPlace","summary":"TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers.","content":"<div>\n<p>TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers....</p>\n\n<a href=\"https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","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>Jim Cramer Just Gave Palantir Stock a Boost</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\">\nJim Cramer Just Gave Palantir Stock a Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers....</p>\n\n<a href=\"https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116649483","content_text":"TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers.TV analyst Jim Cramer got behind Palantir (NASDAQ: PLTR) stock overnight, giving shares in the government contractor a small boost.Palantir stock opened green and then trimmed its gains this morning. It reported revenue of $1.9 billion last year. The shares are up 161% in 2023, with nearly all that gain coming in the last two months from artificial intelligence (AI) hype.Cramer called the stock a “buy” on his “lightning round” segment.War GamesPalantir isn’t selling the kind of generative AI that draws pictures or tells stories. It’s selling a proprietary database product that can analyze military data. In the words of co-founder Peter Thiel, it “allows you to win.”Palantir’s success story is Ukraine. The company’s software is helping drive that country’s offensive against Russia. It is allowing Ukraine to efficiently retake territory against entrenched Russian defenses with minimal casualties.Its work there has brought a renewal of U.S. military contracts at higher prices than before. While software prices usually decline as usage accelerates, Palantir’s prices are rising.This is not yet showing up in analyst estimates. The company is expected to earn just 5 cents/share for the second quarter, 21 cents for the whole year. Revenue growth should accelerate, but only to 18% in 2024.Faster growth will demand commercial success. Palantir launched its Foundry for Manufacturing product on Amazon’s (NASDAQ: AMZN) AWS cloud this month. The software claims to let companies plug their data into the system and get quick recommendations for improving productivity.PLTR Stock: The Bottom LineThere are few places where investors hungry for AI profits can go right now. Palantir is delivering profits on what it calls an AI platform, so it’s a natural winner.But as more companies win at AI, expect Palantir to trade more like a defense contractor. Conflict assures that it will be a good holding. Just maybe not at 18 times revenue.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192468775780544,"gmtCreate":1688019813803,"gmtModify":1688019818792,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"It's just the writer's opinion. You don't have to follow it if you think it is nonsense.&nbsp;","listText":"It's just the writer's opinion. You don't have to follow it if you think it is nonsense.&nbsp;","text":"It's just the writer's opinion. You don't have to follow it if you think it is nonsense.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192468775780544","repostId":"1122802212","repostType":2,"repost":{"id":"1122802212","kind":"news","pubTimestamp":1687996827,"share":"https://ttm.financial/m/news/1122802212?lang=en_US&edition=fundamental","pubTime":"2023-06-29 08:00","market":"us","language":"en","title":"Get Out Now! 3 Stocks to Dump Before the Short-Selling Ban","url":"https://stock-news.laohu8.com/highlight/detail?id=1122802212","media":"InvestorPlace","summary":"A precedent for a short-selling ban in stocks exists making another ban likely.Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool.Big Lots (BIG): Big Lots is one of the weakes","content":"<div>\n<p>A precedent for a short-selling ban in stocks exists making another ban likely. Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool. Big Lots (BIG): Big Lots is one of the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/\">Source Link</a>\n\n</div>\n","source":"investorplace","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>Get Out Now! 3 Stocks to Dump Before the Short-Selling Ban</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\">\nGet Out Now! 3 Stocks to Dump Before the Short-Selling Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-29 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A precedent for a short-selling ban in stocks exists making another ban likely. Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool. Big Lots (BIG): Big Lots is one of the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122802212","content_text":"A precedent for a short-selling ban in stocks exists making another ban likely. Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool. Big Lots (BIG): Big Lots is one of the weakest discount retailers, and didn’t participate in the sector’s surge. Novavax (NVAX): Novavax was simply too late to the Covid vaccine game and became a short-seller favorite as a result. Selling stocks short is a practice that’s once again facing criticism, and a potential ban, following the collapse of multiple regional banks earlier in the year. Short selling is a risky practice where investors borrow shares, sell said shares (expecting their price to fall), then later buying these shares at a discount and pocket the difference.Notably, there is a precedent for short selling bans. A temporary halt on short selling was initiated during the 2008 collapse. There is no immediate suggestion that another ban will be implemented. However, any future unforeseen trouble that culminates in a drastic downturn could trigger a ban. The Fed recently paused rate hikes, arguably to lessen the risk of another banking shock.In short, significant market shocks and short selling bans aren’t mere fantasy. That makes many shares on this list of stocks with high short-interest stocks to sell right now.Beyond Meat (BYND)Beyond Meat (NASDAQ:BYND) is clearly struggling. No single metric reflects that truth more than the fact that revenues fell by 15.7% to $92.2 million in the first quarter. This suggests limited interest in the plant-based food company, and raises doubts about Beyond Meat’s ability to meet expectations in coming quarters.Notably, BYND stock has traded roughly flat for 2023. That’s not a positive sign, even when considering the company’s recent numbers. A combination of bullish stock market momentum and a Fed rate hike pause benefited most growth stocks, meaning Beyond Meat has underperformed its peers of late.That said, some of this underperformance may be expected. Many investors expect BYND stock to fall, considering that more than 46% of Beyond Meat’s float is shorted. That’s among the highest of any stock in the market right now, and reflects the strong conviction among many market participants that this stock is headed lower. However, a ban on short selling would preclude investors from capitalizing on such events.Retail sales fell by 35%, which highly suggests that consumers simply have lost interest in Beyond Meat products. It’s only a useful investment for short selling, meaning those involved in this game may want to exit their positions before it’s too late.Big Lots (BIG)Big Lots (NYSE:BIG) isn’t far behind Beyond Meat when it comes to short interest. At 41%, it’s fair to state that few investors believe in the discount retailer and its chances to move higher price-wise.Big Lots’ sales fell by double digits across every major category in the first quarter, with the exception of food and electronics which still fell by 5% and 7%, respectively. Overall, revenues fell by 18%.More importantly, the company’s operating losses ballooned from $13.54 million to $117.98 million and total net losses exceeded $206 million. Put succinctly, Big Lots is one of the worst-run discount retailers and offers little in the way of hope. One would think that given inflationary pressures, consumers would be flocking to discount retailers. Right now, it appears investors are flocking to Big Lots’ peers.Thus, I’d argue that most of the demand for BIG stock is coming from short sellers. However, if another systemic shock roils markets and triggers something bigger that prompts another short selling ban like that of 2008, all bets are off for those looking to profit from this volatility.Novavax (NVAX)Novavax (NASDAQ:NVAX) was simply too late to the game in the race to produce a Covid-19 vaccine. Despite all of the hype around the stock, that truth was too much to overcome.Early during the pandemic, Novavax was tapped as a clear leading candidate in the race to develop a vaccine. In July of 2022, the U.S. government awarded the firm $1.6 billion to develop said vaccine. That investment served as a signal to the market that Novavax had something worth getting behind.It did receive FDA approval, ultimately. But it was the fourth vaccine to do so, and by that time, the race was already over. What remains now is a company that has grabbed headlines in 2023 as one whose ability to continue as a going concern remains in ‘serious doubt’.Thus, NVAX stock has become a short seller’s dream, primarily. It’s now hanging around for that purpose, and the same caution regarding Beyond Meat and Big Lots applies equally here.","news_type":1,"symbols_score_info":{"BYND":1.1,"NVAX":1.1,"BIG":1.1}},"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954359375,"gmtCreate":1676020521198,"gmtModify":1676020533435,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"You could say Lyft needs a lift 😉","listText":"You could say Lyft needs a lift 😉","text":"You could say Lyft needs a lift 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954359375","repostId":"1118903902","repostType":2,"isVote":1,"tweetType":1,"viewCount":2651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907085865,"gmtCreate":1660108095560,"gmtModify":1703478027000,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Wahlau one week of climbing all gone. Potong steam","listText":"Wahlau one week of climbing all gone. Potong steam","text":"Wahlau one week of climbing all gone. Potong steam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907085865","repostId":"1191946450","repostType":2,"repost":{"id":"1191946450","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":1660052355,"share":"https://ttm.financial/m/news/1191946450?lang=en_US&edition=fundamental","pubTime":"2022-08-09 21:39","market":"us","language":"en","title":"Meme Stocks Crashed in Morning Trading, With Clover Health Falling Over 15% and Palantir Falling Over 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191946450","media":"Tiger Newspress","summary":"Meme stocks crashed in morning trading, with Clover Health falling over 15% and Palantir falling ove","content":"<html><head></head><body><p>Meme stocks crashed in morning trading, with Clover Health falling over 15% and Palantir falling over 5%.<img src=\"https://static.tigerbbs.com/34abcfe982c0023b8e78c072efa226a0\" tg-width=\"266\" tg-height=\"516\" width=\"100%\" height=\"auto\"/></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>Meme Stocks Crashed in Morning Trading, With Clover Health Falling Over 15% and Palantir Falling Over 5%</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\">\nMeme Stocks Crashed in Morning Trading, With Clover Health Falling Over 15% and Palantir Falling Over 5%\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\">2022-08-09 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks crashed in morning trading, with Clover Health falling over 15% and Palantir falling over 5%.<img src=\"https://static.tigerbbs.com/34abcfe982c0023b8e78c072efa226a0\" tg-width=\"266\" tg-height=\"516\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","CLOV":"Clover Health Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191946450","content_text":"Meme stocks crashed in morning trading, with Clover Health falling over 15% and Palantir falling over 5%.","news_type":1,"symbols_score_info":{"CLOV":0.9,"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909327174,"gmtCreate":1658815344198,"gmtModify":1676536212307,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909327174","repostId":"2254838622","repostType":2,"repost":{"id":"2254838622","kind":"highlight","pubTimestamp":1658793493,"share":"https://ttm.financial/m/news/2254838622?lang=en_US&edition=fundamental","pubTime":"2022-07-26 07:58","market":"us","language":"en","title":"2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2254838622","media":"Motley Fool","summary":"These companies have made investors millionaires in the past, and they could do so again.","content":"<div>\n<p>The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030</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; 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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\">\n2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254838622","content_text":"The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great companies to their portfolios at attractive valuations. Nvidia and Applied Materials are two such companies that are worth buying now.Both tech stocks have generated healthy returns for investors over the past several years. A $100,000 investment in Applied Materials at the beginning of 2014 was worth roughly $1 million at the end of 2021, assuming the dividends were reinvested. Nvidia, on the other hand, generated much bigger returns, turning $100,000 into roughly $7.8 million over the same period.The growth drivers that these companies are sitting on could help them deliver such eye-popping returns over the next eight years as well. Let's see why Nvidia and Applied Materials have the potential to make more investors into millionaires by 2030.1. NvidiaNvidia stock is up 20% so far this month, but shares of the graphics card specialist are still down 40% for the year. Investors who have been waiting to buy this tech stock may want to act while Nvidia's valuation is still at a relatively attractive level.The chipmaker is trading at 47 times trailing earnings and 33 times forward earnings estimates. Those multiples represent a discount to its five-year average price-to-earnings ratio of 58. The stock is tempting because the company is sitting on bigger catalysts as compared to 2014.The company reported $4.1 billion in revenue in fiscal 2014, which ended on Jan. 26, 2014, when it was mainly known for selling graphics cards for powering personal computers (PCs). Nvidia had started making moves in the data center market at that time, and that has paid off handsomely over the years.In the year ended Jan. 30, 2022, the company reported revenue of $26.9 billion, with the data center business producing $10.6 billion of the totalThe good part is that the data center business isn't done growing yet. Sales of data center accelerators such as CPUs (central processing units), GPUs (graphics processing units), and DPUs (data processing units) are expected to grow at 40% a year through 2030, generating nearly $156 billion in annual revenue at the end of the forecast period.Nvidia is well placed to take advantage of this massive opportunity thanks to its solid market share in data center GPUs. More importantly, the company is all set to expand its addressable market in data centers when it enters the server processor market with its Grace CPUs next year, which have already been selected by several customers for deployment from the first half of 2023.The data center market alone could turn out to be a massive tailwind for Nvidia through 2030 and give its top and bottom lines a big boost. Analysts are expecting the company's earnings to grow at an annual pace of 23% for the next five years, but it won't be surprising to see it clock faster growth for a longer time, thanks to opportunities in the data center and other emerging areas. The stock could rocket over the next eight years.2. Applied MaterialsSemiconductor stocks have taken a beating in 2022, with the PHLX Semiconductor Sector index down 27% so far this year. However, the demand for chips remains healthy thanks to the growing usage of chips in several applications ranging from smartphones to data centers to gaming consoles to cars and even factories.Market research firm IDC forecasts a 13.7% increase in semiconductor sales this year to $661 billion. That's significantly higher than the industry's 2013 revenue of $305 billion. The semiconductor industry is expected to generate $1 trillion in annual revenue by 2030, according to McKinsey. Other third-party estimates peg the size of the semiconductor market at $1.2 trillion by 2030.As such, the demand for the semiconductor manufacturing equipment that Applied Materials sells should remain strong in the long run. The company is already benefiting from a spike in capital spending by chipmakers, as evident from the 16% year-over-year increase in its revenue in the first six months of fiscal 2022, which started in November.Analysts are upbeat about the company's prospects and expect its earnings to increase at a compound annual rate of nearly 14% for the next five years. Even better, Applied Materials sports a dividend yield of 1.1%. While that may not look like much, it is worth noting that the company has increased its dividend for the past five years and has a payout ratio of just 12%. This suggests that Applied Materials could keep increasing its dividend. And the healthy prospects of the market it operates in make it look like the stock is capable of replicating its past gains.Throw in the company's valuation, and it is easy to see why buying Applied Materials stock looks like a no-brainer right now. The stock trades at just 13.7 times trailing earnings -- a nice discount to the S&P 500's multiple of 20.","news_type":1,"symbols_score_info":{"AMAT":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042364850,"gmtCreate":1656435040970,"gmtModify":1676535827897,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLOV\">$Clover Health Corp(CLOV)$</a>just a reminder to myself","listText":"<a href=\"https://ttm.financial/S/CLOV\">$Clover Health Corp(CLOV)$</a>just a reminder to myself","text":"$Clover Health Corp(CLOV)$just a reminder to myself","images":[{"img":"https://community-static.tradeup.com/news/b876bf504f6a77142e3fb5dde4aa371d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042364850","isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9033076652,"gmtCreate":1646175276092,"gmtModify":1676534098054,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>hello fellow apes!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>hello fellow apes!&nbsp;","text":"$NIO Inc.(NIO)$hello fellow apes!","images":[{"img":"https://static.itradeup.com/news/09a9f3f0b9c19b45dffd6edbf2f7e8ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033076652","isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9007783066,"gmtCreate":1643007713745,"gmtModify":1676533764519,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Jialat my call options all chui","listText":"Jialat my call options all chui","text":"Jialat my call options all chui","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007783066","repostId":"1119030155","repostType":2,"repost":{"id":"1119030155","kind":"news","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=en_US&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir Stock A Buy Or Sell At Its Current Valuation?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810646753,"gmtCreate":1629975610172,"gmtModify":1676530189183,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>day one... And in the red...&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>day one... And in the red...&nbsp;","text":"$AMD(AMD)$day one... And in the red...","images":[{"img":"https://static.tigerbbs.com/e6343cef2f6782d0a39a2477ec7ec8ce","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810646753","isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895741472,"gmtCreate":1628775712796,"gmtModify":1676529850539,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Cool... Discount price","listText":"Cool... Discount price","text":"Cool... Discount price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895741472","repostId":"1140749727","repostType":4,"repost":{"id":"1140749727","kind":"news","pubTimestamp":1628775487,"share":"https://ttm.financial/m/news/1140749727?lang=en_US&edition=fundamental","pubTime":"2021-08-12 21:38","market":"us","language":"en","title":"Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1140749727","media":"Thestreet","summary":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the ","content":"<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p>\n<p><img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p>\n<p></p>","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>Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning</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\">\nMicron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 21:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley ...</p>\n\n<a href=\"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140749727","content_text":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895459649,"gmtCreate":1628768248481,"gmtModify":1676529847608,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>&nbsp;come on guys...&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>&nbsp;come on guys...&nbsp;","text":"$Clover Health Corp(CLOV)$ come on guys...","images":[{"img":"https://static.tigerbbs.com/baafc3c318cc43c33ab792fefd6553eb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/895459649","isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571019210514277","authorId":"3571019210514277","name":"Wanderfool","avatar":"https://static.tigerbbs.com/d0b97c928552499ffeaf2807ffab2f1a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3571019210514277","idStr":"3571019210514277"},"content":"DiffcuLt to see $15","text":"DiffcuLt to see $15","html":"DiffcuLt to see $15"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898933064,"gmtCreate":1628467319258,"gmtModify":1703506404037,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>you can do it!&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>you can do it!&nbsp;","text":"$NIO Inc.(NIO)$you can do it!","images":[{"img":"https://static.tigerbbs.com/4b7a21523e2f78fb2d8ca22312fb012f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898933064","isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806433614,"gmtCreate":1627687727738,"gmtModify":1703494588911,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yay","listText":"<a 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system works","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>I don't think the system works","text":"$Clover Health Corp(CLOV)$I don't think the system works","images":[{"img":"https://static.tigerbbs.com/6d2554b52563394a3c4269ba88406f1d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803806060","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126777930,"gmtCreate":1624586530820,"gmtModify":1703841036925,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP 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Still lost a bunch after getting in at 3 dollars plus.&nbsp;","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>glad I dumped this garbage fire years ago. Still lost a bunch after getting in at 3 dollars plus.&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$glad I dumped this garbage fire years ago. Still lost a bunch after getting in at 3 dollars plus.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126777930","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188207711,"gmtCreate":1623441158433,"gmtModify":1704203782565,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D8DU.SI\">$FIRST SHIP LEASE TRUST(D8DU.SI)$</a>bought few lots of fslt when it was 90 cents many years ago. Money into the toilet.&nbsp;","listText":"<a href=\"https://laohu8.com/S/D8DU.SI\">$FIRST SHIP LEASE TRUST(D8DU.SI)$</a>bought few lots of fslt when it was 90 cents many years ago. Money into the toilet.&nbsp;","text":"$FIRST SHIP LEASE TRUST(D8DU.SI)$bought few lots of fslt when it was 90 cents many years ago. Money into the toilet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188207711","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3579063613222900","idStr":"3579063613222900"},"content":"Bought more than a dollar few years back, have average down few months ago, give the high separate now hopefully can break even... [Happy]","text":"Bought more than a dollar few years back, have average down few months ago, give the high separate now hopefully can break even... [Happy]","html":"Bought more than a dollar few years back, have average down few months ago, give the high separate now hopefully can break even... [Happy]"},{"author":{"id":"3582542104510718","authorId":"3582542104510718","name":"TTsync","avatar":"https://static.tigerbbs.com/87752e9f5cde77af98f5afbb1c87fe85","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582542104510718","idStr":"3582542104510718"},"content":"hopefully the dividend that they are giving will be constant and able to let you break even in a few years time.","text":"hopefully the dividend that they are giving will be constant and able to let you break even in a few years time.","html":"hopefully the dividend that they are giving will be constant and able to let you break even in a few years time."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":521675521541152,"gmtCreate":1768378989542,"gmtModify":1768378993591,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"title":"","htmlText":"Both parties playing hard to get 😂","listText":"Both parties playing hard to get 😂","text":"Both parties playing hard to get 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521675521541152","repostId":"2603190662","repostType":2,"repost":{"id":"2603190662","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1768381372,"share":"https://ttm.financial/m/news/2603190662?lang=en_US&edition=fundamental","pubTime":"2026-01-14 17:02","market":"fut","language":"en","title":"China's Customs Agents Told Nvidia's H200 Chips Are Not Permitted, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2603190662","media":"Reuters","summary":"Beijing's motives for the directives are not clearAlso unclear if this is a ban or temporary measure, sources sayUS only formally approved H200 exports to China this weekChina keen to promote...","content":"<html><head></head><body><ul style=\"\"><li><p>Beijing&#39;s motives for the directives are not clear</p></li><li><p>Also unclear if this is a ban or temporary measure, sources say</p></li><li><p>US only formally approved H200 exports to China this week</p></li><li><p>China keen to promote development of domestic chip companies</p></li></ul><p>Jan 14 (Reuters) - Chinese customs authorities told customs agents this week that Nvidia&#39;s NVDA.O H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter.</p><p>Nvidia edged lower in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7287516c9fd548b62b1626f5a69cb8fa\" tg-width=\"858\" tg-height=\"824\"/></p><p>Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said.</p><p>&#34;The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve,&#34; one of the people said.</p><h2 id=\"id_3732793378\">BEIJING&#39;S MOTIVES UNCLEAR</h2><p>The H200, Nvidia&#39;s second most powerful AI chip, is one of the biggest flashpoints in current U.S.-Sino relations.</p><p>Though there is strong demand from Chinese firms, it remains unclear whether Beijing wants to ban it outright so that domestic chip companies can flourish, or is still chewing over restrictions, or whether these measures could be used as a bargaining tactic in talks with Washington.</p><p>The chip, formally approved by the Trump administration for export to China this week with some conditions, is also a hot-button issue in the U.S., with many China hawks concerned that the chips could supercharge the Chinese military and erode the U.S. advantage in AI.</p><p>The sources, who spoke on condition of anonymity due to the sensitivity of the matter, said authorities had not provided any reasons for their directives and had not given any indication whether this constitutes a formal ban or a temporary measure.</p><p>Reuters was not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders.</p><p>China&#39;s General Administration of Customs, the Ministry of Industry and Information Technology and the National Development and Reform Commission had not responded to Reuters requests for comment at the time of publication. Nvidia also did not reply to Reuters queries.</p><h2 id=\"id_3488858790\">HUGE ORDERS PLACED</h2><p>The Information on Tuesday reported that the Chinese government this week told some tech companies it would only approve their H200 purchases under special circumstances, such as for research and development conducted in partnerships at universities.</p><p>Exemptions are being discussed for R&amp;D purposes and universities, said one of the sources.</p><p>Keen to stifle China&#39;s AI and technological development, the U.S. has since 2022 placed restrictions on exports to China of high-end chips.</p><p>Last year, Trump banned and then allowed exports of a much weaker chip, the H20. But then Beijing de facto blocked those sales from around August, prompting Nvidia CEO Jensen Huang to say the company&#39;s share of the AI chip market in the world&#39;s second-largest economy had shrunk to zero.</p><p>The H200, however, delivers roughly six times the performance of the H20, making it a highly attractive product.</p><p>While Chinese chipmakers have developed AI processors like Huawei&#39;s HWT.UL Ascend 910C, the H200 is considered far more efficient for the large-scale training of advanced AI models.</p><p>Chinese technology companies have placed orders for more than two million H200 chips priced at around $27,000 each, far exceeding Nvidia&#39;s inventory of 700,000 chips, sources said last month.</p><p>Conditions placed by the U.S. on the H200 exports include a cap limiting China to no more than 50% of the total chips sold to U.S. customers.</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>China's Customs Agents Told Nvidia's H200 Chips Are Not Permitted, Sources Say</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\">\nChina's Customs Agents Told Nvidia's H200 Chips Are Not Permitted, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-14 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Beijing&#39;s motives for the directives are not clear</p></li><li><p>Also unclear if this is a ban or temporary measure, sources say</p></li><li><p>US only formally approved H200 exports to China this week</p></li><li><p>China keen to promote development of domestic chip companies</p></li></ul><p>Jan 14 (Reuters) - Chinese customs authorities told customs agents this week that Nvidia&#39;s NVDA.O H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter.</p><p>Nvidia edged lower in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7287516c9fd548b62b1626f5a69cb8fa\" tg-width=\"858\" tg-height=\"824\"/></p><p>Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said.</p><p>&#34;The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve,&#34; one of the people said.</p><h2 id=\"id_3732793378\">BEIJING&#39;S MOTIVES UNCLEAR</h2><p>The H200, Nvidia&#39;s second most powerful AI chip, is one of the biggest flashpoints in current U.S.-Sino relations.</p><p>Though there is strong demand from Chinese firms, it remains unclear whether Beijing wants to ban it outright so that domestic chip companies can flourish, or is still chewing over restrictions, or whether these measures could be used as a bargaining tactic in talks with Washington.</p><p>The chip, formally approved by the Trump administration for export to China this week with some conditions, is also a hot-button issue in the U.S., with many China hawks concerned that the chips could supercharge the Chinese military and erode the U.S. advantage in AI.</p><p>The sources, who spoke on condition of anonymity due to the sensitivity of the matter, said authorities had not provided any reasons for their directives and had not given any indication whether this constitutes a formal ban or a temporary measure.</p><p>Reuters was not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders.</p><p>China&#39;s General Administration of Customs, the Ministry of Industry and Information Technology and the National Development and Reform Commission had not responded to Reuters requests for comment at the time of publication. Nvidia also did not reply to Reuters queries.</p><h2 id=\"id_3488858790\">HUGE ORDERS PLACED</h2><p>The Information on Tuesday reported that the Chinese government this week told some tech companies it would only approve their H200 purchases under special circumstances, such as for research and development conducted in partnerships at universities.</p><p>Exemptions are being discussed for R&amp;D purposes and universities, said one of the sources.</p><p>Keen to stifle China&#39;s AI and technological development, the U.S. has since 2022 placed restrictions on exports to China of high-end chips.</p><p>Last year, Trump banned and then allowed exports of a much weaker chip, the H20. But then Beijing de facto blocked those sales from around August, prompting Nvidia CEO Jensen Huang to say the company&#39;s share of the AI chip market in the world&#39;s second-largest economy had shrunk to zero.</p><p>The H200, however, delivers roughly six times the performance of the H20, making it a highly attractive product.</p><p>While Chinese chipmakers have developed AI processors like Huawei&#39;s HWT.UL Ascend 910C, the H200 is considered far more efficient for the large-scale training of advanced AI models.</p><p>Chinese technology companies have placed orders for more than two million H200 chips priced at around $27,000 each, far exceeding Nvidia&#39;s inventory of 700,000 chips, sources said last month.</p><p>Conditions placed by the U.S. on the H200 exports include a cap limiting China to no more than 50% of the total chips sold to U.S. customers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0080751232.USD":"富达环球多元动力基金A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4527":"明星科技股","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - 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Chinese customs authorities told customs agents this week that Nvidia's NVDA.O H200 artificial intelligence chips are not permitted to enter China, according to three people briefed on the matter.Nvidia edged lower in premarket.Chinese government officials also summoned domestic technology companies to meetings on Tuesday where they were explicitly instructed not to purchase the chips unless necessary, two of the people and a third source said.\"The wording from the officials is so severe that it is basically a ban for now, though this might change in the future should things evolve,\" one of the people said.BEIJING'S MOTIVES UNCLEARThe H200, Nvidia's second most powerful AI chip, is one of the biggest flashpoints in current U.S.-Sino relations.Though there is strong demand from Chinese firms, it remains unclear whether Beijing wants to ban it outright so that domestic chip companies can flourish, or is still chewing over restrictions, or whether these measures could be used as a bargaining tactic in talks with Washington.The chip, formally approved by the Trump administration for export to China this week with some conditions, is also a hot-button issue in the U.S., with many China hawks concerned that the chips could supercharge the Chinese military and erode the U.S. advantage in AI.The sources, who spoke on condition of anonymity due to the sensitivity of the matter, said authorities had not provided any reasons for their directives and had not given any indication whether this constitutes a formal ban or a temporary measure.Reuters was not immediately able to ascertain whether the directives applied to existing orders for H200 chips or only to new orders.China's General Administration of Customs, the Ministry of Industry and Information Technology and the National Development and Reform Commission had not responded to Reuters requests for comment at the time of publication. Nvidia also did not reply to Reuters queries.HUGE ORDERS PLACEDThe Information on Tuesday reported that the Chinese government this week told some tech companies it would only approve their H200 purchases under special circumstances, such as for research and development conducted in partnerships at universities.Exemptions are being discussed for R&D purposes and universities, said one of the sources.Keen to stifle China's AI and technological development, the U.S. has since 2022 placed restrictions on exports to China of high-end chips.Last year, Trump banned and then allowed exports of a much weaker chip, the H20. But then Beijing de facto blocked those sales from around August, prompting Nvidia CEO Jensen Huang to say the company's share of the AI chip market in the world's second-largest economy had shrunk to zero.The H200, however, delivers roughly six times the performance of the H20, making it a highly attractive product.While Chinese chipmakers have developed AI processors like Huawei's HWT.UL Ascend 910C, the H200 is considered far more efficient for the large-scale training of advanced AI models.Chinese technology companies have placed orders for more than two million H200 chips priced at around $27,000 each, far exceeding Nvidia's inventory of 700,000 chips, sources said last month.Conditions placed by the U.S. on the H200 exports include a cap limiting China to no more than 50% of the total chips sold to U.S. customers.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042364850,"gmtCreate":1656435040970,"gmtModify":1676535827897,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLOV\">$Clover Health Corp(CLOV)$</a>just a reminder to myself","listText":"<a href=\"https://ttm.financial/S/CLOV\">$Clover Health Corp(CLOV)$</a>just a reminder to myself","text":"$Clover Health Corp(CLOV)$just a reminder to myself","images":[{"img":"https://community-static.tradeup.com/news/b876bf504f6a77142e3fb5dde4aa371d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042364850","isVote":1,"tweetType":1,"viewCount":2956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":895459649,"gmtCreate":1628768248481,"gmtModify":1676529847608,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>&nbsp;come on guys...&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>&nbsp;come on guys...&nbsp;","text":"$Clover Health Corp(CLOV)$ come on guys...","images":[{"img":"https://static.tigerbbs.com/baafc3c318cc43c33ab792fefd6553eb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/895459649","isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571019210514277","authorId":"3571019210514277","name":"Wanderfool","avatar":"https://static.tigerbbs.com/d0b97c928552499ffeaf2807ffab2f1a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3571019210514277","idStr":"3571019210514277"},"content":"DiffcuLt to see $15","text":"DiffcuLt to see $15","html":"DiffcuLt to see $15"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803806060,"gmtCreate":1627430284750,"gmtModify":1703489689290,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>I don't think the system works","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>I don't think the system works","text":"$Clover Health Corp(CLOV)$I don't think the system works","images":[{"img":"https://static.tigerbbs.com/6d2554b52563394a3c4269ba88406f1d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/803806060","isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188207711,"gmtCreate":1623441158433,"gmtModify":1704203782565,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/D8DU.SI\">$FIRST SHIP LEASE TRUST(D8DU.SI)$</a>bought few lots of fslt when it was 90 cents many years ago. Money into the toilet.&nbsp;","listText":"<a href=\"https://laohu8.com/S/D8DU.SI\">$FIRST SHIP LEASE TRUST(D8DU.SI)$</a>bought few lots of fslt when it was 90 cents many years ago. Money into the toilet.&nbsp;","text":"$FIRST SHIP LEASE TRUST(D8DU.SI)$bought few lots of fslt when it was 90 cents many years ago. Money into the toilet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/188207711","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579063613222900","authorId":"3579063613222900","name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3579063613222900","idStr":"3579063613222900"},"content":"Bought more than a dollar few years back, have average down few months ago, give the high separate now hopefully can break even... [Happy]","text":"Bought more than a dollar few years back, have average down few months ago, give the high separate now hopefully can break even... [Happy]","html":"Bought more than a dollar few years back, have average down few months ago, give the high separate now hopefully can break even... [Happy]"},{"author":{"id":"3582542104510718","authorId":"3582542104510718","name":"TTsync","avatar":"https://static.tigerbbs.com/87752e9f5cde77af98f5afbb1c87fe85","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3582542104510718","idStr":"3582542104510718"},"content":"hopefully the dividend that they are giving will be constant and able to let you break even in a few years time.","text":"hopefully the dividend that they are giving will be constant and able to let you break even in a few years time.","html":"hopefully the dividend that they are giving will be constant and able to let you break even in a few years time."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895741472,"gmtCreate":1628775712796,"gmtModify":1676529850539,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Cool... Discount price","listText":"Cool... Discount price","text":"Cool... Discount price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895741472","repostId":"1140749727","repostType":4,"repost":{"id":"1140749727","kind":"news","pubTimestamp":1628775487,"share":"https://ttm.financial/m/news/1140749727?lang=en_US&edition=fundamental","pubTime":"2021-08-12 21:38","market":"us","language":"en","title":"Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1140749727","media":"Thestreet","summary":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the ","content":"<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p>\n<p><img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p>\n<p></p>","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>Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning</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\">\nMicron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 21:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley ...</p>\n\n<a href=\"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140749727","content_text":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033076652,"gmtCreate":1646175276092,"gmtModify":1676534098054,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>hello fellow apes!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>hello fellow apes!&nbsp;","text":"$NIO Inc.(NIO)$hello fellow apes!","images":[{"img":"https://static.itradeup.com/news/09a9f3f0b9c19b45dffd6edbf2f7e8ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033076652","isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806433614,"gmtCreate":1627687727738,"gmtModify":1703494588911,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yay","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yay","text":"$Apple(AAPL)$yay","images":[{"img":"https://static.tigerbbs.com/c7dcd5d1875953eccf10adb6f17f4a2a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806433614","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":196808186966160,"gmtCreate":1689084777482,"gmtModify":1689084780324,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"RIP&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","listText":"RIP&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>","text":"RIP $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196808186966160","repostId":"1116649483","repostType":2,"repost":{"id":"1116649483","kind":"news","pubTimestamp":1689083672,"share":"https://ttm.financial/m/news/1116649483?lang=en_US&edition=fundamental","pubTime":"2023-07-11 21:54","market":"us","language":"en","title":"Jim Cramer Just Gave Palantir Stock a Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=1116649483","media":"InvestorPlace","summary":"TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers.","content":"<div>\n<p>TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers....</p>\n\n<a href=\"https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","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>Jim Cramer Just Gave Palantir Stock a Boost</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\">\nJim Cramer Just Gave Palantir Stock a Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers....</p>\n\n<a href=\"https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/07/jim-cramer-just-gave-palantir-pltr-stock-a-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116649483","content_text":"TV analyst Jim Cramer endorsed Palantir (PLTR) stock.Palantir is a military contractor whose co-founder says it “allows you to win.”Palantir is now entering commercial markets through cloud providers.TV analyst Jim Cramer got behind Palantir (NASDAQ: PLTR) stock overnight, giving shares in the government contractor a small boost.Palantir stock opened green and then trimmed its gains this morning. It reported revenue of $1.9 billion last year. The shares are up 161% in 2023, with nearly all that gain coming in the last two months from artificial intelligence (AI) hype.Cramer called the stock a “buy” on his “lightning round” segment.War GamesPalantir isn’t selling the kind of generative AI that draws pictures or tells stories. It’s selling a proprietary database product that can analyze military data. In the words of co-founder Peter Thiel, it “allows you to win.”Palantir’s success story is Ukraine. The company’s software is helping drive that country’s offensive against Russia. It is allowing Ukraine to efficiently retake territory against entrenched Russian defenses with minimal casualties.Its work there has brought a renewal of U.S. military contracts at higher prices than before. While software prices usually decline as usage accelerates, Palantir’s prices are rising.This is not yet showing up in analyst estimates. The company is expected to earn just 5 cents/share for the second quarter, 21 cents for the whole year. Revenue growth should accelerate, but only to 18% in 2024.Faster growth will demand commercial success. Palantir launched its Foundry for Manufacturing product on Amazon’s (NASDAQ: AMZN) AWS cloud this month. The software claims to let companies plug their data into the system and get quick recommendations for improving productivity.PLTR Stock: The Bottom LineThere are few places where investors hungry for AI profits can go right now. Palantir is delivering profits on what it calls an AI platform, so it’s a natural winner.But as more companies win at AI, expect Palantir to trade more like a defense contractor. Conflict assures that it will be a good holding. Just maybe not at 18 times revenue.","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954359375,"gmtCreate":1676020521198,"gmtModify":1676020533435,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"You could say Lyft needs a lift 😉","listText":"You could say Lyft needs a lift 😉","text":"You could say Lyft needs a lift 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954359375","repostId":"1118903902","repostType":2,"isVote":1,"tweetType":1,"viewCount":2651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393503032823896,"gmtCreate":1737091956963,"gmtModify":1737091960525,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Wow opinions changing so fast.&nbsp;","listText":"Wow opinions changing so fast.&nbsp;","text":"Wow opinions changing so fast.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393503032823896","repostId":"1194225388","repostType":2,"repost":{"id":"1194225388","kind":"news","pubTimestamp":1737079739,"share":"https://ttm.financial/m/news/1194225388?lang=en_US&edition=fundamental","pubTime":"2025-01-17 10:08","market":"us","language":"en","title":"AMD Q4 Preview: Be Greedy When Others Are Fearful (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=1194225388","media":"Seeking Alpha","summary":"SummaryAMD's Data Center segment, driven by AI demand, is forecasted to achieve robust revenue growth, contributing to a projected 35% stock CAGR over the next three years.With a 35% margin of safety,","content":"<html><head></head><body><h2 id=\"id_3047146405\">Summary</h2><ul style=\"\"><li><p>AMD&#39;s Data Center segment, driven by AI demand, is forecasted to achieve robust revenue growth, contributing to a projected 35% stock CAGR over the next three years.</p></li><li><p>With a 35% margin of safety, an FY2027 price target of $280, and a discounted intrinsic value of $175, AMD&#39;s current $115 price represents a strong buying opportunity.</p></li><li><p>Geopolitical tensions (e.g., Taiwan) and recession risks pose challenges, but AMD&#39;s AI positioning and my cash strategy offer resilience and support a bullish outlook.</p></li></ul><p>Since my last analysis of <a href=\"https://laohu8.com/S/AMD\">AMD</a> where I cautioned that the stock was somewhat overvalued but still well-positioned for long-term growth, it has declined by nearly 30% in price. In my opinion, this reflects simple price action and is not reflective of future valuation expansion that I consider somewhat inevitable due to persisting AI demand and AMD&#39;s clever AI inference compute positioning.</p><p>Based on my outlook, you are witnessing a temporary pullback based on previous heavy overvaluation. Even more important to recognize is that for those with strong stomachs, this is an immense buying opportunity. The price may fall a bit further as it is in a downtrend, but my analysis shows me that the stock has about a 35% margin of safety and could deliver a 35% compound annual growth rate from the present price over the next three years. Therefore, I consider AMD stock to be a Strong Buy.</p><h2 id=\"id_3521348273\">Q4 Preview</h2><p>Of course, avid followers of AMD will remember that in Q3 the company presented Q4 guidance which was below Wall Street&#39;s expectations. This has tempered investor sentiment. At a Q4 revenue of $7.5 billion, the company will have achieved a 22% year-over-year growth and a 10% sequential increase from Q3.</p><p>The Data Center segment accounted for over half of the company&#39;s revenue in Q3, with a 122% year-over-year revenue growth rate. However, the Gaming segment has shown weakness recently, but this is likely to have improved in Q4, not least because of seasonal demand but also because of new product launches, like the Ryzen 9000 X3D chips, released in November 2024.</p><p>It&#39;s worth bearing in mind that AMD&#39;s MI300-series graphics processing units have been labeled the &#34;fastest-ramping product&#34; in the company&#39;s history, with sales exceeding $1 billion in less than two quarters. With the company expecting Data Center graphics processing unit revenue likely to surpass $5 billion for 2024, the bull-case remains strongly intact as major hyperscalers like Microsoft (MSFT) and Meta (META) continue to seek AMD&#39;s offerings as cheaper alternatives to Nvidia&#39;s (NVDA), and often at better performance for specific workloads.</p><p>Whatever the results are at Q4 (results scheduled for Feb, 04), I would not get too hung up on the specifics, but rather watch for guidance and see if this is lower, or higher, than the Wall Street consensus. That will give us some idea of whether the current forward growth horizon for AMD is too optimistic on Wall Street. In my opinion, the company&#39;s Data Center segment will continue to perform exceptionally well over the next two to three years at least because there is an insatiable AI arms race to artificial superintelligence. I believe it is important for AMD shareholders and potential investors to watch management&#39;s comments in Q4 about if they plan to more aggressively focus on AI and are willing to strategically sacrifice more of the other segments&#39; growth while the opportunity for selling graphics processing units, central processing units, and tailored inference chips to AI developers remains remarkable.</p><p>The Embedded segment has shown heavy year-over-year declines in Fiscal 2024, but it has shown stabilization prospects in Q3. Therefore, in Q4 the Embedded segment will more likely than not remain more robust compared to at the beginning of the year. The Client segment has been growing throughout the year, but the rates of growth have slowed considerably, from 49% year-over-year growth in Q2 to 29% year-over-year growth in Q3. Therefore, I expect much more moderate growth from the Client segment in Q4 compared to the Data Center segment, which remains the core area of operations to monitor.</p><h2 id=\"id_17755850\">Valuation</h2><p>For my valuation model, I have chosen a period of three years because I consider this the highest-return holding period before the company&#39;s fundamental growth rates will likely slow.</p><p>I forecast that the company&#39;s annual revenue will reach $44.5 billion for Fiscal 2027, in large part supported by the expanding Data Center segment and tailwinds on other segments from this. In addition, as the company will be benefiting from profit harvesting during the up-cycle of its AI demand cycle, I forecast a GAAP net margin of 30% for Fiscal 2027. This translates to a Fiscal 2027 GAAP net income of $13.35 billion.</p><p>The company&#39;s diluted weighted average shares outstanding have increased at approximately a 10% compound annual growth rate over the past five years. I expect this trend to moderate somewhat as the company further capitalizes on its recent investments to position it in AI. At a 5% share count compound annual growth rate over the next three years, the company will have 1.9 billion outstanding shares. Therefore, I forecast a GAAP earnings per share of $7 for AMD in Fiscal 2027, and a revenue per share of $23.40 for AMD in Fiscal 2027.</p><p>I consider AMD to be reasonably valued right now because its trailing 12-month price-to-sales ratio is down 12.5% from its five-year average, with revenue growth in Fiscal 2025 and 2026 likely to hit around 25%, compared to 25% as a forward five-year average.</p><p>The company typically has a GAAP price-to-earnings ratio of around between 30 and 50 during profit harvesting phases in the past. I believe a GAAP price-to-earnings ratio of 40 is fair and conservative to use as my terminal multiple, which is the midpoint in this band. The result is a Fiscal 2027 price target for AMD of $280.</p><p>AMD&#39;s weighted average cost of capital is 16.85%, with an equity weight of 98.6% and a debt weight of 1.4%. Equity costs 17.03% and debt costs 3.75% after tax. When discounting back my Fiscal 2027 price target for AMD back to the present day over three years, the implied intrinsic stock value is $175. As the stock is currently priced at $115, the implied margin of safety for investment is approximately 35%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95862173b7642cab2ab56e709db22128\" alt=\"AMD Valuation (Oliver Rodzianko&#39;s Model)\" title=\"AMD Valuation (Oliver Rodzianko&#39;s Model)\" tg-width=\"640\" tg-height=\"326\"/><span>AMD Valuation (Oliver Rodzianko&#39;s Model)</span></p><h2 id=\"id_2216589481\">Risks</h2><p>One of the greatest risks to this thesis, which applies not only to AMD but more broadly to all stocks and particularly tech, is the risk of a recession and intensifying geopolitical conditions surrounding Taiwan. While conditions are currently latent between China and Taiwan in terms of forceful occupation strategies from the former against the latter, it does not mean that China is not planning such actions. Indeed, for those who watched Xi Jinping&#39;s 2025 New Year&#39;s address, they will have noticed he brought up the inevitable issue of China&#39;s commitment to geopolitically recognized unification with Taiwan.</p><blockquote><p>&#34;We Chinese on both sides of the Taiwan Strait belong to one and the same family. No one can ever sever the bond of kinship between us, and no one can ever stop China&#39;s reunification, a trend of the times.&#34; — Xi Jinping, <em>2025 New Year&#39;s Address</em></p></blockquote><p>The answer to this uncertainty is a robust cash position to capitalize on any market downturn of any magnitude that may occur. I currently have 1/3 of all assets in cash or equivalents, and plan to keep it this way for the foreseeable future.</p><p>In addition, while AMD&#39;s Data Center segment is positioned for robust growth driven by AI demand, any underperformance or stagnation in its non-Data Center segments could weigh on overall revenue growth and profitability. This is where I think it is really on management to aggressively reorient toward AI and not allow other weaker segments to distract from the revenue and earnings up-ramp available to the company in the next three years. In a weaker outlook, we could be looking at a more moderate price target of $250 or less in Fiscal 2027. That addressed, the demand horizon for AI is robust and AMD is the second-best positioned to capitalize on this demand behind Nvidia, so the operational moat for investment security here is quite wide.</p><h2 id=\"id_2670102579\">Conclusion: Strong Buy</h2><p>This is a time to be greedy when others are fearful. Just because a stock has declined significantly in price recently does not mean its future return prospects are not robust. In fact, the greatest wisdom of all time is simple to understand, but hard to follow. The secret to getting rich has long been stated as sell high and buy low, or be greedy when others are fearful, and fearful when others are greedy. Of course, the company has to be operationally robust with an inflection point, but I believe we have that through financial growth in the next three years largely driven by AI demand and higher performance compute in association with this potentially providing tailwinds to AMD&#39;s other segments. Therefore, I am bullish on the stock at its current valuation, and confidently issue a Strong Buy rating with a three-year time horizon.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Q4 Preview: Be Greedy When Others Are Fearful (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Q4 Preview: Be Greedy When Others Are Fearful (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4749786-amd-stock-q4-preview-be-greedy-when-others-are-fearful-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAMD's Data Center segment, driven by AI demand, is forecasted to achieve robust revenue growth, contributing to a projected 35% stock CAGR over the next three years.With a 35% margin of safety,...</p>\n\n<a href=\"https://seekingalpha.com/article/4749786-amd-stock-q4-preview-be-greedy-when-others-are-fearful-rating-upgrade\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4749786-amd-stock-q4-preview-be-greedy-when-others-are-fearful-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194225388","content_text":"SummaryAMD's Data Center segment, driven by AI demand, is forecasted to achieve robust revenue growth, contributing to a projected 35% stock CAGR over the next three years.With a 35% margin of safety, an FY2027 price target of $280, and a discounted intrinsic value of $175, AMD's current $115 price represents a strong buying opportunity.Geopolitical tensions (e.g., Taiwan) and recession risks pose challenges, but AMD's AI positioning and my cash strategy offer resilience and support a bullish outlook.Since my last analysis of AMD where I cautioned that the stock was somewhat overvalued but still well-positioned for long-term growth, it has declined by nearly 30% in price. In my opinion, this reflects simple price action and is not reflective of future valuation expansion that I consider somewhat inevitable due to persisting AI demand and AMD's clever AI inference compute positioning.Based on my outlook, you are witnessing a temporary pullback based on previous heavy overvaluation. Even more important to recognize is that for those with strong stomachs, this is an immense buying opportunity. The price may fall a bit further as it is in a downtrend, but my analysis shows me that the stock has about a 35% margin of safety and could deliver a 35% compound annual growth rate from the present price over the next three years. Therefore, I consider AMD stock to be a Strong Buy.Q4 PreviewOf course, avid followers of AMD will remember that in Q3 the company presented Q4 guidance which was below Wall Street's expectations. This has tempered investor sentiment. At a Q4 revenue of $7.5 billion, the company will have achieved a 22% year-over-year growth and a 10% sequential increase from Q3.The Data Center segment accounted for over half of the company's revenue in Q3, with a 122% year-over-year revenue growth rate. However, the Gaming segment has shown weakness recently, but this is likely to have improved in Q4, not least because of seasonal demand but also because of new product launches, like the Ryzen 9000 X3D chips, released in November 2024.It's worth bearing in mind that AMD's MI300-series graphics processing units have been labeled the \"fastest-ramping product\" in the company's history, with sales exceeding $1 billion in less than two quarters. With the company expecting Data Center graphics processing unit revenue likely to surpass $5 billion for 2024, the bull-case remains strongly intact as major hyperscalers like Microsoft (MSFT) and Meta (META) continue to seek AMD's offerings as cheaper alternatives to Nvidia's (NVDA), and often at better performance for specific workloads.Whatever the results are at Q4 (results scheduled for Feb, 04), I would not get too hung up on the specifics, but rather watch for guidance and see if this is lower, or higher, than the Wall Street consensus. That will give us some idea of whether the current forward growth horizon for AMD is too optimistic on Wall Street. In my opinion, the company's Data Center segment will continue to perform exceptionally well over the next two to three years at least because there is an insatiable AI arms race to artificial superintelligence. I believe it is important for AMD shareholders and potential investors to watch management's comments in Q4 about if they plan to more aggressively focus on AI and are willing to strategically sacrifice more of the other segments' growth while the opportunity for selling graphics processing units, central processing units, and tailored inference chips to AI developers remains remarkable.The Embedded segment has shown heavy year-over-year declines in Fiscal 2024, but it has shown stabilization prospects in Q3. Therefore, in Q4 the Embedded segment will more likely than not remain more robust compared to at the beginning of the year. The Client segment has been growing throughout the year, but the rates of growth have slowed considerably, from 49% year-over-year growth in Q2 to 29% year-over-year growth in Q3. Therefore, I expect much more moderate growth from the Client segment in Q4 compared to the Data Center segment, which remains the core area of operations to monitor.ValuationFor my valuation model, I have chosen a period of three years because I consider this the highest-return holding period before the company's fundamental growth rates will likely slow.I forecast that the company's annual revenue will reach $44.5 billion for Fiscal 2027, in large part supported by the expanding Data Center segment and tailwinds on other segments from this. In addition, as the company will be benefiting from profit harvesting during the up-cycle of its AI demand cycle, I forecast a GAAP net margin of 30% for Fiscal 2027. This translates to a Fiscal 2027 GAAP net income of $13.35 billion.The company's diluted weighted average shares outstanding have increased at approximately a 10% compound annual growth rate over the past five years. I expect this trend to moderate somewhat as the company further capitalizes on its recent investments to position it in AI. At a 5% share count compound annual growth rate over the next three years, the company will have 1.9 billion outstanding shares. Therefore, I forecast a GAAP earnings per share of $7 for AMD in Fiscal 2027, and a revenue per share of $23.40 for AMD in Fiscal 2027.I consider AMD to be reasonably valued right now because its trailing 12-month price-to-sales ratio is down 12.5% from its five-year average, with revenue growth in Fiscal 2025 and 2026 likely to hit around 25%, compared to 25% as a forward five-year average.The company typically has a GAAP price-to-earnings ratio of around between 30 and 50 during profit harvesting phases in the past. I believe a GAAP price-to-earnings ratio of 40 is fair and conservative to use as my terminal multiple, which is the midpoint in this band. The result is a Fiscal 2027 price target for AMD of $280.AMD's weighted average cost of capital is 16.85%, with an equity weight of 98.6% and a debt weight of 1.4%. Equity costs 17.03% and debt costs 3.75% after tax. When discounting back my Fiscal 2027 price target for AMD back to the present day over three years, the implied intrinsic stock value is $175. As the stock is currently priced at $115, the implied margin of safety for investment is approximately 35%.AMD Valuation (Oliver Rodzianko's Model)RisksOne of the greatest risks to this thesis, which applies not only to AMD but more broadly to all stocks and particularly tech, is the risk of a recession and intensifying geopolitical conditions surrounding Taiwan. While conditions are currently latent between China and Taiwan in terms of forceful occupation strategies from the former against the latter, it does not mean that China is not planning such actions. Indeed, for those who watched Xi Jinping's 2025 New Year's address, they will have noticed he brought up the inevitable issue of China's commitment to geopolitically recognized unification with Taiwan.\"We Chinese on both sides of the Taiwan Strait belong to one and the same family. No one can ever sever the bond of kinship between us, and no one can ever stop China's reunification, a trend of the times.\" — Xi Jinping, 2025 New Year's AddressThe answer to this uncertainty is a robust cash position to capitalize on any market downturn of any magnitude that may occur. I currently have 1/3 of all assets in cash or equivalents, and plan to keep it this way for the foreseeable future.In addition, while AMD's Data Center segment is positioned for robust growth driven by AI demand, any underperformance or stagnation in its non-Data Center segments could weigh on overall revenue growth and profitability. This is where I think it is really on management to aggressively reorient toward AI and not allow other weaker segments to distract from the revenue and earnings up-ramp available to the company in the next three years. In a weaker outlook, we could be looking at a more moderate price target of $250 or less in Fiscal 2027. That addressed, the demand horizon for AI is robust and AMD is the second-best positioned to capitalize on this demand behind Nvidia, so the operational moat for investment security here is quite wide.Conclusion: Strong BuyThis is a time to be greedy when others are fearful. Just because a stock has declined significantly in price recently does not mean its future return prospects are not robust. In fact, the greatest wisdom of all time is simple to understand, but hard to follow. The secret to getting rich has long been stated as sell high and buy low, or be greedy when others are fearful, and fearful when others are greedy. Of course, the company has to be operationally robust with an inflection point, but I believe we have that through financial growth in the next three years largely driven by AI demand and higher performance compute in association with this potentially providing tailwinds to AMD's other segments. Therefore, I am bullish on the stock at its current valuation, and confidently issue a Strong Buy rating with a three-year time horizon.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192468775780544,"gmtCreate":1688019813803,"gmtModify":1688019818792,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"It's just the writer's opinion. You don't have to follow it if you think it is nonsense.&nbsp;","listText":"It's just the writer's opinion. You don't have to follow it if you think it is nonsense.&nbsp;","text":"It's just the writer's opinion. You don't have to follow it if you think it is nonsense.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192468775780544","repostId":"1122802212","repostType":2,"repost":{"id":"1122802212","kind":"news","pubTimestamp":1687996827,"share":"https://ttm.financial/m/news/1122802212?lang=en_US&edition=fundamental","pubTime":"2023-06-29 08:00","market":"us","language":"en","title":"Get Out Now! 3 Stocks to Dump Before the Short-Selling Ban","url":"https://stock-news.laohu8.com/highlight/detail?id=1122802212","media":"InvestorPlace","summary":"A precedent for a short-selling ban in stocks exists making another ban likely.Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool.Big Lots (BIG): Big Lots is one of the weakes","content":"<div>\n<p>A precedent for a short-selling ban in stocks exists making another ban likely. Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool. Big Lots (BIG): Big Lots is one of the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/\">Source Link</a>\n\n</div>\n","source":"investorplace","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>Get Out Now! 3 Stocks to Dump Before the Short-Selling Ban</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\">\nGet Out Now! 3 Stocks to Dump Before the Short-Selling Ban\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-29 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A precedent for a short-selling ban in stocks exists making another ban likely. Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool. Big Lots (BIG): Big Lots is one of the ...</p>\n\n<a href=\"https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://investorplace.com/2023/06/get-out-now-3-stocks-to-dump-before-the-short-selling-ban/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122802212","content_text":"A precedent for a short-selling ban in stocks exists making another ban likely. Beyond Meat (BYND): Beyond Meat is primarily useful as a short-selling tool. Big Lots (BIG): Big Lots is one of the weakest discount retailers, and didn’t participate in the sector’s surge. Novavax (NVAX): Novavax was simply too late to the Covid vaccine game and became a short-seller favorite as a result. Selling stocks short is a practice that’s once again facing criticism, and a potential ban, following the collapse of multiple regional banks earlier in the year. Short selling is a risky practice where investors borrow shares, sell said shares (expecting their price to fall), then later buying these shares at a discount and pocket the difference.Notably, there is a precedent for short selling bans. A temporary halt on short selling was initiated during the 2008 collapse. There is no immediate suggestion that another ban will be implemented. However, any future unforeseen trouble that culminates in a drastic downturn could trigger a ban. The Fed recently paused rate hikes, arguably to lessen the risk of another banking shock.In short, significant market shocks and short selling bans aren’t mere fantasy. That makes many shares on this list of stocks with high short-interest stocks to sell right now.Beyond Meat (BYND)Beyond Meat (NASDAQ:BYND) is clearly struggling. No single metric reflects that truth more than the fact that revenues fell by 15.7% to $92.2 million in the first quarter. This suggests limited interest in the plant-based food company, and raises doubts about Beyond Meat’s ability to meet expectations in coming quarters.Notably, BYND stock has traded roughly flat for 2023. That’s not a positive sign, even when considering the company’s recent numbers. A combination of bullish stock market momentum and a Fed rate hike pause benefited most growth stocks, meaning Beyond Meat has underperformed its peers of late.That said, some of this underperformance may be expected. Many investors expect BYND stock to fall, considering that more than 46% of Beyond Meat’s float is shorted. That’s among the highest of any stock in the market right now, and reflects the strong conviction among many market participants that this stock is headed lower. However, a ban on short selling would preclude investors from capitalizing on such events.Retail sales fell by 35%, which highly suggests that consumers simply have lost interest in Beyond Meat products. It’s only a useful investment for short selling, meaning those involved in this game may want to exit their positions before it’s too late.Big Lots (BIG)Big Lots (NYSE:BIG) isn’t far behind Beyond Meat when it comes to short interest. At 41%, it’s fair to state that few investors believe in the discount retailer and its chances to move higher price-wise.Big Lots’ sales fell by double digits across every major category in the first quarter, with the exception of food and electronics which still fell by 5% and 7%, respectively. Overall, revenues fell by 18%.More importantly, the company’s operating losses ballooned from $13.54 million to $117.98 million and total net losses exceeded $206 million. Put succinctly, Big Lots is one of the worst-run discount retailers and offers little in the way of hope. One would think that given inflationary pressures, consumers would be flocking to discount retailers. Right now, it appears investors are flocking to Big Lots’ peers.Thus, I’d argue that most of the demand for BIG stock is coming from short sellers. However, if another systemic shock roils markets and triggers something bigger that prompts another short selling ban like that of 2008, all bets are off for those looking to profit from this volatility.Novavax (NVAX)Novavax (NASDAQ:NVAX) was simply too late to the game in the race to produce a Covid-19 vaccine. Despite all of the hype around the stock, that truth was too much to overcome.Early during the pandemic, Novavax was tapped as a clear leading candidate in the race to develop a vaccine. In July of 2022, the U.S. government awarded the firm $1.6 billion to develop said vaccine. That investment served as a signal to the market that Novavax had something worth getting behind.It did receive FDA approval, ultimately. But it was the fourth vaccine to do so, and by that time, the race was already over. What remains now is a company that has grabbed headlines in 2023 as one whose ability to continue as a going concern remains in ‘serious doubt’.Thus, NVAX stock has become a short seller’s dream, primarily. It’s now hanging around for that purpose, and the same caution regarding Beyond Meat and Big Lots applies equally here.","news_type":1,"symbols_score_info":{"BYND":1.1,"NVAX":1.1,"BIG":1.1}},"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007783066,"gmtCreate":1643007713745,"gmtModify":1676533764519,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Jialat my call options all chui","listText":"Jialat my call options all chui","text":"Jialat my call options all chui","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007783066","repostId":"1119030155","repostType":2,"repost":{"id":"1119030155","kind":"news","pubTimestamp":1643006363,"share":"https://ttm.financial/m/news/1119030155?lang=en_US&edition=fundamental","pubTime":"2022-01-24 14:39","market":"us","language":"en","title":"Is Palantir Stock A Buy Or Sell At Its Current Valuation?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119030155","media":"Seeking Alpha","summary":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.</li><li>Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.</li><li>Yet, there have been no material changes to the bullish thesis supporting Palantir&#39;s growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.</li><li>Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5fa252b01d9bd84e39574343c9fb409\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p>Palantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.</p><p>While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir&#39;s stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.</p><p><b>Near-Term Considerations for Palantir</b></p><p>In line with the broader market, Palantir&#39;s stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&amp;P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.</p><p>However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.</p><p>While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.</p><p>The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.</p><p><b>Long-Term Considerations for Palantir</b></p><p>Over the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.</p><p>The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.</p><p>The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.</p><p>TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.</p><p>Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&amp;D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.</p><p><b>Where Might PLTR Stock be Headed?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d650f70bbfb8bc052e908d417257b5a\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>PLTR 12-Month Price Target</span></p><p>Considering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.</p><p><i>i. Base Case Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c624a7c885aef549ec989f3dd322797\" tg-width=\"640\" tg-height=\"375\" width=\"100%\" height=\"auto\"/><span>PLTR Valuation Analysis</span></p><p><i>ii. Sensitivity Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca8d5aad1d10fe2ae2a8c1f5a8c0be9d\" tg-width=\"640\" tg-height=\"177\" width=\"100%\" height=\"auto\"/><span>PLTR Sensitivity Analysis</span></p><p><i>iii. Base Case Financial Forecast:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c204cfbe554afece4b31e797ea06a30\" tg-width=\"640\" tg-height=\"169\" width=\"100%\" height=\"auto\"/><span>PLTR Base Case Financial Forecast</span></p><p>While Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.</p><p>And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.</p><blockquote>As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we&#39;ve been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.</blockquote><blockquote>Source:Q3 2021 Earnings Call Transcript</blockquote><p>This is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.</p><p>Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.</p><p>We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.</p><p><b>Conclusion</b></p><p>Palantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir Stock A Buy Or Sell At Its Current Valuation?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Palantir Stock A Buy Or Sell At Its Current Valuation?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4480629-palantir-stock-buy-sell-current-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119030155","content_text":"SummaryPalantir's stock has declined by more than 60% from its record price set about a year ago due to mounting macro headwinds.Investors have been migrating away from high-valuation growth stocks, especially those in emerging technologies, as pandemic-era policy support dwindles with tightening monetary policy on the horizon.Yet, there have been no material changes to the bullish thesis supporting Palantir's growth trajectory - the company continues to be well-positioned for growth opportunities arising from digitization trends.Paired with its debt-free balance sheet, robust cash-on-hand balance, continued strength in generating cash from operations, and high-visibility revenues, Palantir makes a favourable investment ahead of the upcoming rate hikes with promising upside realizable over both the near and longer term.Sundry Photography/iStock Editorial via Getty ImagesPalantir (NYSE:PLTR) continues to be caught in the broader market rout these days, with the stock’s value declining more than 12% since the year opened. The current macro backdrop has not made a favourable environment for high-growth segment stocks. The recent release of meeting minutes from the FOMC’s policy meeting in December, paired with increasing consumer price pressures at record-setting levels have triggered hawkish sentiments supporting faster and sooner rate hikes beginning as early as March to curb runaway inflation. The hastened withdrawal of pandemic-era stimulus, coupled with the impending return of rate hikes have caused investors to turn risk averse on high-growth, high-valuation stocks. This is largely due to uncertainties over how the upcoming rate hikes might erode the value of future gains or stall business growth due to rising costs of capital.While the imminent tightening of monetary policy has stoked fear amongst equity investors as they mull on how to price the upcoming rate hike impacts into asset valuations, we believe Palantir will emerge favourably in both the near- and long-term. On one hand, the inflation-resistant nature of Palantir’s business, paired with its high-growth prospects and ability to generate robust cash flows from operations should make it an attractive stock within the near-term amidst mounting macro pressures. Meanwhile, in the longer term, Palantir’s technology will continue to play a critical role in supporting key digital trends like AI, which will soon become a necessity instead of novelty in the data-driven era. On these considerations, we believe Palantir's stock will soon resume its upwardmomentum, with the upcoming earnings report being a potential catalyst to jumpstart its performance.Near-Term Considerations for PalantirIn line with the broader market, Palantir's stock rallied on the first trading session of the year, with intraday gains of as much as 4%. However, the momentum was short-lived and has since been overtaken by an extended market rout triggered by increasingly hawkish narratives from Fed representatives. The rising urgency for faster and sooner rate hikes to combat the hottest inflation in close to four decades has sent market benchmarks like the S&P 500 on a rundown of close to 5%. Meanwhile, the tech-heavy Nasdaq 100 plunged by more than 8% since the year opened due to souring sentiment for high-growth, high-valuation stocks that have largely outperformed in the past 20 months. Instead, mature tech companies likeDell(NYSE:DELL) and HP(NYSE:HPQ)have been resilient due to their low debt, high cash flow, and stable-growth businesses, which provides a strong hedge against the impending rate hikes.However, Palantir’s upcoming earnings report will likely jumpstart the stock toward a similar trend as the mature tech companies. The company boasts a promising growth outlook built on continued innovation, with high visibility into future cash flows thanks to a robust contracted revenue base. Palantir also operates on a strong balance sheet, which is currently debt-free and boasts a robust cash-on-hand balance of more than $2.3 billion to support continued growth.While the impending rate hikes have put investors at the edge of their seats about potentially stalled growth and development in next-generation tech companies due to rising costs of capital in coming years, the fact that Palantir’s operations are already self-sufficient should not be overlooked. In the first nine months of 2021, Palantir generated more than $240 million in cash from operating activities alone, despite year-to-date net losses of $364 million. Much of the losses were driven by share-based compensation expenses, which will likely continue to put pressure on its profit margins in the near-term as the company prioritizes the retention of talent to support ongoing expansion of the business. However, these expenses are non-cash in nature, and when that is taken into account, Palantir is actually profitable on a cash-basis and have continued to demonstrate strength in generating significant free cash flows to fund its growth roadmap. This accordingly provides it with partial immunity against hemorrhaging valuation prospects due to rising costs of capital from the upcoming rate hikes.The company’s near-term growth trajectory also remains intact. As of the third quarter period ended September 2021, Palantir’s total unrealized deal value grew by 50% year-over-year to $3.6 billion with an average duration of at least four years. Palantir has continued to exhibit strength in both its commercial and government segments. Recent contract wins and extensions have been a testament to the effectiveness of Palantir’s software solutions, as well as accelerated adoption from both the private and public sectors as operations become increasingly digital, generating vast troves of data that will need to be integrated, processed and analyzed to drive key decision-making processes. In addition to the new and renewed contracts during the last three months of 2021, which have been discussed in our most recent coverage, Palantir has rung into the new year with a notable partnership forged with Hyundai Heavy Industries. The $25 million multi-year deal is a symbol of Palantir’s growing presence across the West’s APAC allies, and represents an extension of Palantir’s success in growing its commercial segment over the past year. Under the arrangement, Hyundai Heavy will leverage Palantir’s commercial software, likely Foundry, to create tools for breaking down the siloed data fields across its affiliate groups, which range from shipbuilding to industrial machinery processes, and facilitate better-integrated operations. The two companies intend to create a joint venture to commercialize the new tools built on Palantir’s platform, which will create greater exposure for Palantir’s technological capabilities to the global commercial sector, and further fortify the company’s growth prospects.Long-Term Considerations for PalantirOver the longer-term, we foresee Palantir’s technologies to evolve from a novelty into a necessity. AI-driven analytical tools like Palantir’s Gotham and Foundry will remain critical functions across both the public and private sectors to ensuring the seamless integration of data platforms and improving decision-making in the increasingly digital world. And Palantir is already in the works of pushing its software towards the mainstream by offering a wide range of solutions for organizations across both the private and public sectors to choose from on an as-needed basis.The introduction of “Foundry for Builders” in July is one of Palantir’s earliest strategies in opening up its offerings to the mass market. Foundry for Builders is offered under a subscription-based model and breaks down the traditional cost barriers that have hindered access to Palantir’s software solution for smaller commercial customers like Day One start-ups. The new offering enables Palantir to extend its Foundry capabilities to support all types of organizations, ranging from multinational corporations with complex data compilations to small- and medium-sized businesses with limited resources looking for a cost-effective data analytical tool. The strategy is expected to encourage mass market adoption of Palantir’s commercial segment offerings, and ensure further penetration into a total addressable market that is expected to grow from $400 billion today into $500 billion by 2025 and $1.6 trillion by the end of the decade. While the new offering is still in beta phase with availability offered to only a small cohort of start-ups, the positive reception received to date indicates significant potential for wider adoption once introduced to the broader market.The recent introduction of industry-specific modular solutions built on Foundry, such as “Carbon Emissions Management” and “Anti-Money Laundering/Know Your Client for Crypto” (“AML / KYC for Crypto”), will also appeal to both government agencies and private businesses looking to tackle some of today’s most challenging problems. With increasing global calls for cutting pollution and combating climate change, Palantir’s Carbon Emissions Management tool can add value by helping its corporate clients integrate emissions data, such as daily pollution volumes across the supply chain and emissions reduction targets, with planned revenues and margins to determine the best trade-off based on their respective business plans and objectives. For instance, the Carbon Emissions Management tool can consolidate emissions data collected from disparate sources in real-time and simulate related impacts under different scenarios to drive the decision-making process on business changes required. The modular offering enables Palantir to capitalize on opportunities arising from growing ESG needs in the private sector, while also helping its clients better manage their emissions impacts and “develop a competitive edge to beat competition and win the market”.TheAML/KYC for Crypto solution is also deployed at an opportune time. Securities regulators have made it a priority to rein in the fast-growing cryptocurrency market with new rules, while cryptocurrency exchanges look for solutions to ensure compliance with the changing regulatory landscape. The new AML/KYC for Crypto tool is built on Palantir’s years of expertise in helping both regulators and private financial institutions address AML/KYC compliance considerations, and can be deployed in a time- and cost-effective manner for both sides of the equation across.AML/KYC for Crypto enables a large variety of use-cases ranging from real-time compliance tracking across disparate sources for cryptocurrency exchanges, to potentially regulatory simulations for securities regulators. This makes Palantir well-positioned to capitalize on the rising crypto momentum in coming years – the global blockchain market is expected to grow into a $67 billion opportunity by 2026, with proper management ofAML/KYC considerations encouraging adoption. And North America, Palantir’s key market, will maintain the largest share, underpinning robust demand for the new industry-specific solution in coming years.Palantir is also making steady progress towards its ultimate goal of becoming “the U.S. government’s central operating system”. In addition to Palantir’s continued push for its software solutions to be implemented across government agencies ranging from defense to healthcare, the public sector has also become increasingly receptive of reliance on technology and innovation. While the $778 billion annual defense spending budget authorized by the Senate in December remains flat compared to the prior year’s after adjusting for inflation, funding allocated towards R&D and procurement of emerging technologies like AI systems have increased by more than $3 billion. The Pentagon has also welcomed the development and utilization of innovative technologies in defense and combat in recent years, as they work on breaking the high barriers of entry that the giant defense contractors have historically built. In 2020, the agency allocated $1.5 billion in direct funding to more than 1,600 software-as-a-service start-ups, and set aside a number of defense contracts valued at up to $3 million each for early-stage software providers. Frontline healthcare workers in the U.S. have also indicated technology as one of the top three items that can “help reduce their stress and become more effective”. Specifically, tools that can help “automate tasks, provide remote assistance and help communicate with colleagues” are seen as the most helpful. This signals that a greater market of opportunities from the U.S. government is coming Palantir’s way, underpinning additional multi-year growth in the foreseeable future.Where Might PLTR Stock be Headed?PLTR 12-Month Price TargetConsidering Palantir’s growth outlook remains intact for both the near- and longer-term despite mounting macro headwinds, we are maintaining our 12-month price target for the stock at $25.45. Consistent with our previous analysis on potentially better-than-expected FY 2021 financial performance, we believe the upcoming earnings call will be a catalyst to jumpstarting the stock from its recent declines and bolster investors’ confidence on Palantir’s valuation prospects ahead of the upcoming rate hikes.i. Base Case Valuation Analysis:PLTR Valuation Analysisii. Sensitivity Analysis:PLTR Sensitivity Analysisiii. Base Case Financial Forecast:PLTR Base Case Financial ForecastWhile Palantir’s mounting share-based compensation balance has been a sign of deterrence for many investors due to added pressure to profit margins and share dilution risks in the long-run, we believe the company’s strong fundamentals and growth prospects ahead will be more than enough to offset related impacts. Recall from our discussion in earlier sections that share-based compensation expenses are non-cash in nature, thus from a fundamental perspective, Palantir’s free cash flows continue to reflect the underlying business’ high-growth nature. In short, the company continues to be increasingly self-sufficient with a robust cash runway to fund growth in coming years.And from a valuation perspective, the share-based compensation issued today cannot be exercised or sold until they vest, which could still be a few years out. Although many senior executives, including CEO Alex Karp, had offloaded a significant volume of shares last year causing stock price pressures, it was part of a long-term compensation-realization scheme, in which share-based compensation issued at the earlier days of Palantir were nearing expiry in December. As such, we are not expecting similar high-volume sell-offs within the foreseeable future.As we mentioned on prior earnings calls, Karp was granted options a decade ago which we set to expire on December 3rd of this year. Specifically, as a report equity yields 60.9 million options that were set to expire this December. The taxes from the exercise of the options are more than $0.5 billion. And so we've been selling shares along the way to generate funds to pay those taxes. Of the 16.9 million expiring options, he has now exercised 94% of the total. Of the remaining 6%, roughly half or 1.9 million of them will be sold by the expiration date, the other half exercised and as a result, all the near-term expiring options will be exercised.Source:Q3 2021 Earnings Call TranscriptThis is further corroborated by the fact that insider selling activity has since calmed according to recent SEC filings, with only one instance earlier this year by Alex Moore, a Palantir veteran. Similar to other insider share-selling activities observed in the past year, the offloaded shares were done in compliance with Rule 10b5-1, meaning it had been planned in advance and not based on any immediate insider information on the company’s performance. From a fundamental standpoint, the latest share-selling activity also does not imply any adverse impacts to the company’s growth outlook.Going forward, we expect share dilutions related to share-based compensation to occur at a much more mild rate, similar to other tech stocks that have very much relied on the non-cash compensation strategy to acquire top talent needed to facilitate growth. And robust fundamental growth in years ahead is expected to compensate for said dilution impacts. Palantir is expected to start realizing nominal profits of $141.1 million by 2025, with further growth towards $1.5 billion by the end of the decade based on our current base case forecast, which is also consistent with anticipated long-term top-line growth that management has guided. The returns are expected to far exceed the anticipated rate of share dilution at 4% per year resulting from the share-based compensation program.We also expect share-based compensation expenses to scale back and represent a smaller portion of annual revenues in coming years. Strategically, Palantir’s extension of generous share-based compensation packages for its employees will continue to provide them with an incentive to remain committed to the company’s growth. But to ensure the incentive is useful, it is unlikely that Palantir will do it at the expense of over-diluting the company’s share price over the longer-term. While the current share-based compensation expenses represent a large portion of annual revenues, we expect similar spending will scale back in coming years as the company continues to grow to ensure a balance and alignment of interest between employees and shareholders.ConclusionPalantir remains on a robust growth trajectory as global digitization trends in coming years continue to underpin demand for data management and analytics software like Foundry and Gotham. While government contracts, especially those associated with defense, remain Palantir’s priority, the company has made significant progress in strategically capitalizing on growth opportunities from the commercial segment. The resulting fundamental performance is also expected to compensate for any potential share-sale dilutions related to the share-based compensation program over the longer-term. With the stock now trading at a discount of more than 60% from its peak in early 2021 with no material changes to its growth outlook, we consider the recent pullback a reasonable entry point with potential upside momentum to resume going into the upcoming earnings season and as mounting macro headwinds abate.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126777930,"gmtCreate":1624586530820,"gmtModify":1703841036925,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>glad I dumped this garbage fire years ago. Still lost a bunch after getting in at 3 dollars plus.&nbsp;","listText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>glad I dumped this garbage fire years ago. Still lost a bunch after getting in at 3 dollars plus.&nbsp;","text":"$SEMBCORP MARINE LTD(S51.SI)$glad I dumped this garbage fire years ago. Still lost a bunch after getting in at 3 dollars plus.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126777930","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445273824936128,"gmtCreate":1749735534718,"gmtModify":1749735537858,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DFDV\">$DeFi Dev(DFDV)$ </a> I'm just along for the ride","listText":"<a href=\"https://ttm.financial/S/DFDV\">$DeFi Dev(DFDV)$ </a> I'm just along for the ride","text":"$DeFi Dev(DFDV)$ I'm just along for the ride","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445273824936128","isVote":1,"tweetType":1,"viewCount":1312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909327174,"gmtCreate":1658815344198,"gmtModify":1676536212307,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909327174","repostId":"2254838622","repostType":2,"repost":{"id":"2254838622","kind":"highlight","pubTimestamp":1658793493,"share":"https://ttm.financial/m/news/2254838622?lang=en_US&edition=fundamental","pubTime":"2022-07-26 07:58","market":"us","language":"en","title":"2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2254838622","media":"Motley Fool","summary":"These companies have made investors millionaires in the past, and they could do so again.","content":"<div>\n<p>The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030</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; 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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\">\n2 Growth Stocks That Could Turn $100,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/25/2-growth-stocks-that-could-turn-100000-into-1-mill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254838622","content_text":"The S&P 500 has delivered impressive annual average returns over the past decade and investors should consider using this year's sharp stock market decline as an opportunity to add some great companies to their portfolios at attractive valuations. Nvidia and Applied Materials are two such companies that are worth buying now.Both tech stocks have generated healthy returns for investors over the past several years. A $100,000 investment in Applied Materials at the beginning of 2014 was worth roughly $1 million at the end of 2021, assuming the dividends were reinvested. Nvidia, on the other hand, generated much bigger returns, turning $100,000 into roughly $7.8 million over the same period.The growth drivers that these companies are sitting on could help them deliver such eye-popping returns over the next eight years as well. Let's see why Nvidia and Applied Materials have the potential to make more investors into millionaires by 2030.1. NvidiaNvidia stock is up 20% so far this month, but shares of the graphics card specialist are still down 40% for the year. Investors who have been waiting to buy this tech stock may want to act while Nvidia's valuation is still at a relatively attractive level.The chipmaker is trading at 47 times trailing earnings and 33 times forward earnings estimates. Those multiples represent a discount to its five-year average price-to-earnings ratio of 58. The stock is tempting because the company is sitting on bigger catalysts as compared to 2014.The company reported $4.1 billion in revenue in fiscal 2014, which ended on Jan. 26, 2014, when it was mainly known for selling graphics cards for powering personal computers (PCs). Nvidia had started making moves in the data center market at that time, and that has paid off handsomely over the years.In the year ended Jan. 30, 2022, the company reported revenue of $26.9 billion, with the data center business producing $10.6 billion of the totalThe good part is that the data center business isn't done growing yet. Sales of data center accelerators such as CPUs (central processing units), GPUs (graphics processing units), and DPUs (data processing units) are expected to grow at 40% a year through 2030, generating nearly $156 billion in annual revenue at the end of the forecast period.Nvidia is well placed to take advantage of this massive opportunity thanks to its solid market share in data center GPUs. More importantly, the company is all set to expand its addressable market in data centers when it enters the server processor market with its Grace CPUs next year, which have already been selected by several customers for deployment from the first half of 2023.The data center market alone could turn out to be a massive tailwind for Nvidia through 2030 and give its top and bottom lines a big boost. Analysts are expecting the company's earnings to grow at an annual pace of 23% for the next five years, but it won't be surprising to see it clock faster growth for a longer time, thanks to opportunities in the data center and other emerging areas. The stock could rocket over the next eight years.2. Applied MaterialsSemiconductor stocks have taken a beating in 2022, with the PHLX Semiconductor Sector index down 27% so far this year. However, the demand for chips remains healthy thanks to the growing usage of chips in several applications ranging from smartphones to data centers to gaming consoles to cars and even factories.Market research firm IDC forecasts a 13.7% increase in semiconductor sales this year to $661 billion. That's significantly higher than the industry's 2013 revenue of $305 billion. The semiconductor industry is expected to generate $1 trillion in annual revenue by 2030, according to McKinsey. Other third-party estimates peg the size of the semiconductor market at $1.2 trillion by 2030.As such, the demand for the semiconductor manufacturing equipment that Applied Materials sells should remain strong in the long run. The company is already benefiting from a spike in capital spending by chipmakers, as evident from the 16% year-over-year increase in its revenue in the first six months of fiscal 2022, which started in November.Analysts are upbeat about the company's prospects and expect its earnings to increase at a compound annual rate of nearly 14% for the next five years. Even better, Applied Materials sports a dividend yield of 1.1%. While that may not look like much, it is worth noting that the company has increased its dividend for the past five years and has a payout ratio of just 12%. This suggests that Applied Materials could keep increasing its dividend. And the healthy prospects of the market it operates in make it look like the stock is capable of replicating its past gains.Throw in the company's valuation, and it is easy to see why buying Applied Materials stock looks like a no-brainer right now. The stock trades at just 13.7 times trailing earnings -- a nice discount to the S&P 500's multiple of 20.","news_type":1,"symbols_score_info":{"AMAT":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907085865,"gmtCreate":1660108095560,"gmtModify":1703478027000,"author":{"id":"3581546258382405","authorId":"3581546258382405","name":"blankTOGA","avatar":"https://static.tigerbbs.com/3720d0317a789b5effd49ac6ec4eb5fa","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581546258382405","idStr":"3581546258382405"},"themes":[],"htmlText":"Wahlau one week of climbing all gone. Potong steam","listText":"Wahlau one week of climbing all gone. Potong steam","text":"Wahlau one week of climbing all gone. Potong steam","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907085865","repostId":"1191946450","repostType":2,"repost":{"id":"1191946450","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":1660052355,"share":"https://ttm.financial/m/news/1191946450?lang=en_US&edition=fundamental","pubTime":"2022-08-09 21:39","market":"us","language":"en","title":"Meme Stocks Crashed in Morning Trading, With Clover Health Falling Over 15% and Palantir Falling Over 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191946450","media":"Tiger Newspress","summary":"Meme stocks crashed in morning trading, with Clover Health falling over 15% and Palantir falling ove","content":"<html><head></head><body><p>Meme stocks crashed in morning trading, with Clover Health falling over 15% and Palantir falling over 5%.<img src=\"https://static.tigerbbs.com/34abcfe982c0023b8e78c072efa226a0\" tg-width=\"266\" tg-height=\"516\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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And in the red...&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>day one... And in the red...&nbsp;","text":"$AMD(AMD)$day one... 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