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2023-08-24

I already say before on my last post.. bullish for palantir.. will hit above $25 by end of this year

This Could Give Palantir's Stock a Big Boost This Year

2023-08-18

I sold my palantir at $19.. entered again at $14.8

Why $19 Seems Like An Unbreachable Wall For Palantir

2023-08-18

in less than 6 months Palantir will hit $24. I can't tell you much but but take my word for it.

Why $19 Seems Like An Unbreachable Wall For Palantir

2023-08-15

Bullshit! I sold mine at $19 and never looked back. I made a wise choice

Is Palantir the Market's Best AI Stock? This 1 Chart Reveals the Truth

2023-08-04

Bullshit I sold at $20. lucky me

Palantir’s AI Play: Time to Buy, Hold, or Fold PLTR Stock?

2022-09-17

U missed out Adobe.. tragic!

3 High-Growth Stocks to Buy If the Nasdaq Falls Again

2022-07-27

New bull market?? Hahahah.. I see tiger shock hardly can survive . Believe u I bankrupt much faster. Hahaha

Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 "Moat" Stocks

2022-07-11

Then the more I shouldnt avoid !

3 Stocks to Avoid This Week

2022-06-30

believe you I bankrupt faster

These 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond

2022-06-16

Tell me something which I don't know.

2 Analysts Come to Only 1 Conclusion About NIO Stock: It’s a Buy

2022-06-13

Believe u i bankrupt faster

3 Great Dividend Stocks You Can Buy for Less Than $50

2022-06-13

Want get rich don't buy SG stock.

Singapore Stocks Drop 1.33% along with Regional Key Indices

2022-06-13

I have been average up .. earn so much until my hands shaking

Alibaba Without Regulatory Risks? Buy Alibaba Sell Meituan

2022-06-13

Buy micron , AMD , Intel. Don't say I don't give you all tips

Semiconductor Stocks Slid in Morning Trading, with Nvidia and AMD Falling About 5%

2022-06-13

Bull shit. Believe this writer and you bankrupt faster

NIO: Time For Massive Growth

2021-06-19

Hopefully it sinks

Lennar shares rose more than 2% in morning trading

2021-06-19

I sold my RIG! Please drop

Oil prices edge higher, look to shake off post-Fed decline

2021-06-19

Vaccine comes first

AstraZeneca must use Britain's plant if needed to meet EU's vaccine commitments - EU lawyer

2021-06-19

Please fight on!

Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet

2021-06-19

Is this a tips?

Ex-Tesla president sold stocks worth $247 million since June 10-SEC filing

Go to Tiger App to see more news

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Trading up nearly 130% so far in 2023, the tech stock has soundly beaten the <strong>S&amp;P 500</strong> this year, and its top and bottom lines have been showing improvement. And there could soon be a lot more bullishness surrounding the stock.</p><h2 id=\"id_507841546\">Palantir may soon be in the S&amp;P 500</h2><p>The top 500 companies traded on U.S. exchanges find their way onto the S&amp;P 500 index (assuming they meet certain other criteria as well), and making it into the top index is a big milestone. Being in the index means more visibility for a stock, more investors adding it to their portfolios, more index funds that track the S&amp;P 500 adding shares, and a potentially higher share price as a result of all this added interest.</p><p>Palantir has a market cap of over $30 billion, and it&#39;s already a fairly large business. It has been doing well this year due to the growing popularity of artificial intelligence (AI) and data analysis. The company&#39;s CEO, Alex Karp, believes that the company may soon become eligible for listing on the S&amp;P 500.</p><h2 id=\"id_1634192361\">Why isn&#39;t Palantir&#39;s stock already in the index?</h2><p>A key criterion for a stock to be included in the S&amp;P 500 is that it needs to be profitable over the past four quarters. That&#39;s what&#39;s currently holding Palantir&#39;s business back because, while it has been profitable for three straight quarters, over the trailing 12 months its bottom line remains in the red:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a76111dbe9523727e97f144cb22d40a\" tg-width=\"720\" tg-height=\"433\"/></p><p>PLTR Net Income (TTM) data by YCharts.</p><p>Palantir&#39;s business is trending in the right direction, and Karp believes that after the company&#39;s next round of quarterly results, which will come out in November, and Palantir presumably posts another profit, it will be able to clear that hurdle. </p><p>That doesn&#39;t, however, mean that Palantir will automatically get added to the index. A committee still has to agree to add the stock to the S&amp;P 500. So even though Palantir&#39;s stock may seem like a safe bet to make it in there, given its size, liquidity, and profitability, it could still take some time before it makes it into the index.</p><h2 id=\"id_436361418\">Palantir&#39;s results have been improving</h2><p>Palantir has been an exciting growth stock to own in recent years, but the big knock on it has been that its operations weren&#39;t profitable. And that&#39;s likely a key reason that shares of the company fell by 65% last year. As investors grew concerned about stocks amid rising inflation, they dumped unprofitable and risky growth stocks in the process.</p><p>Now, with Palantir expecting positive net income for each quarter of 2023 and still expecting revenue growth, it has found its way back into the good graces of investors. Last quarter, for the period ending June 30, sales of $533.3 million grew at a rate of 13%. And net income of $28.1 million was a significant improvement from the $179.3 million loss Palantir recorded in the same period last year. </p><h2 id=\"id_2296761318\">Is Palantir&#39;s stock a buy?</h2><p>Palantir isn&#39;t a cheap stock to own as it trades at 63 times its estimated future profits and more than 10 times its book value. Even if the company continues to grow and the stock does rise in value once it gets added to the S&amp;P 500, the risk is that investors are already pricing in a lot of its future growth. There could be significant downside risk to owning the stock at such an inflated price tag.</p><p>I would wait until at least another quarter or two to see how the company&#39;s growth rate is doing and to see if Palantir&#39;s AI offerings are starting to pay off. With a 13% growth rate last quarter, that doesn&#39;t exactly scream growth right now, which is why I would take a wait-and-see approach with the stock for the time being.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Could Give Palantir's Stock a Big Boost This Year</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\">\nThis Could Give Palantir's Stock a Big Boost This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-24 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/23/this-could-give-palantir-stock-a-big-boost-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR 1.17%) is a data analytics company that has been one of the hottest investments to own on the market this year. Trading up nearly 130% so far in 2023, the tech stock has ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/23/this-could-give-palantir-stock-a-big-boost-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/08/23/this-could-give-palantir-stock-a-big-boost-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361628867","content_text":"Palantir Technologies (PLTR 1.17%) is a data analytics company that has been one of the hottest investments to own on the market this year. Trading up nearly 130% so far in 2023, the tech stock has soundly beaten the S&P 500 this year, and its top and bottom lines have been showing improvement. And there could soon be a lot more bullishness surrounding the stock.Palantir may soon be in the S&P 500The top 500 companies traded on U.S. exchanges find their way onto the S&P 500 index (assuming they meet certain other criteria as well), and making it into the top index is a big milestone. Being in the index means more visibility for a stock, more investors adding it to their portfolios, more index funds that track the S&P 500 adding shares, and a potentially higher share price as a result of all this added interest.Palantir has a market cap of over $30 billion, and it's already a fairly large business. It has been doing well this year due to the growing popularity of artificial intelligence (AI) and data analysis. The company's CEO, Alex Karp, believes that the company may soon become eligible for listing on the S&P 500.Why isn't Palantir's stock already in the index?A key criterion for a stock to be included in the S&P 500 is that it needs to be profitable over the past four quarters. That's what's currently holding Palantir's business back because, while it has been profitable for three straight quarters, over the trailing 12 months its bottom line remains in the red:PLTR Net Income (TTM) data by YCharts.Palantir's business is trending in the right direction, and Karp believes that after the company's next round of quarterly results, which will come out in November, and Palantir presumably posts another profit, it will be able to clear that hurdle. That doesn't, however, mean that Palantir will automatically get added to the index. A committee still has to agree to add the stock to the S&P 500. So even though Palantir's stock may seem like a safe bet to make it in there, given its size, liquidity, and profitability, it could still take some time before it makes it into the index.Palantir's results have been improvingPalantir has been an exciting growth stock to own in recent years, but the big knock on it has been that its operations weren't profitable. And that's likely a key reason that shares of the company fell by 65% last year. As investors grew concerned about stocks amid rising inflation, they dumped unprofitable and risky growth stocks in the process.Now, with Palantir expecting positive net income for each quarter of 2023 and still expecting revenue growth, it has found its way back into the good graces of investors. Last quarter, for the period ending June 30, sales of $533.3 million grew at a rate of 13%. And net income of $28.1 million was a significant improvement from the $179.3 million loss Palantir recorded in the same period last year. Is Palantir's stock a buy?Palantir isn't a cheap stock to own as it trades at 63 times its estimated future profits and more than 10 times its book value. Even if the company continues to grow and the stock does rise in value once it gets added to the S&P 500, the risk is that investors are already pricing in a lot of its future growth. There could be significant downside risk to owning the stock at such an inflated price tag.I would wait until at least another quarter or two to see how the company's growth rate is doing and to see if Palantir's AI offerings are starting to pay off. With a 13% growth rate last quarter, that doesn't exactly scream growth right now, which is why I would take a wait-and-see approach with the stock for the time being.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210314914414720,"gmtCreate":1692371120839,"gmtModify":1692371130477,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"I sold my palantir at $19.. entered again at $14.8","listText":"I sold my palantir at $19.. entered again at $14.8","text":"I sold my palantir at $19.. entered again at $14.8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210314914414720","repostId":"1194566886","repostType":2,"repost":{"id":"1194566886","kind":"news","pubTimestamp":1692370340,"share":"https://ttm.financial/m/news/1194566886?lang=&edition=fundamental","pubTime":"2023-08-18 22:52","market":"us","language":"en","title":"Why $19 Seems Like An Unbreachable Wall For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1194566886","media":"Seeking Alpha","summary":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ","content":"<html><head></head><body><h2 id=\"id_2982547506\" style=\"text-align: left;\">Summary</h2><ul><li><p>Palantir&#39;s stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.</p></li><li><p>This is in line with our concerns about the durability of Palantir&#39;s growth prospects, especially given uncertainties still on AI Platform (&#34;AIP&#34;) monetization.</p></li><li><p>The stock&#39;s recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir&#39;s growth trajectory, and drive expanded TAM capture.</p></li><li><p>We explain why our view on the stock has not changed from Palantir&#39;s Q2 earnings in the following analysis.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca0459f275b9aed733014624cae2dc80\" alt=\"Michael Vi/iStock Editorial via Getty Images\" title=\"Michael Vi/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p style=\"text-align: left;\">In our previous coverage on the Palantir <a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"(\" class=\"\">(</a>NYSE:PLTR<a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\")\" class=\"\">)</a> stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock&#39;s gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management&#39;s repeated narrative over the new solution&#39;s uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.</p><p style=\"text-align: left;\">Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir&#39;s recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir&#39;s fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results <a href=\"https://www.bloomberg.com/news/articles/2023-06-15/adobe-raises-sales-forecast-as-company-rolls-out-new-ai-features\" title=\"reported\" class=\"paywall-full-content no-summary-bullets\">reported</a> by its software peers so far in the early stages of ramping up their respective go-to-market strategies.</p><p style=\"text-align: left;\">Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.</p><blockquote></blockquote><blockquote>And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.</blockquote><blockquote><em>Source: </em>Palantir 2Q23 Earnings Call Transcript</blockquote><p style=\"text-align: left;\">While management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.</p><h2 id=\"id_3329530659\" style=\"text-align: left;\">AIP Update</h2><p style=\"text-align: left;\">Management’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:</p><ul><li><p>Jacobs (<a href=\"https://seekingalpha.com/symbol/J?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"Jacobs Solutions Inc.\" class=\"\">J</a>): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.</p></li><li><p>J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.</p></li><li><p>Novartis<strong> </strong>(NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&amp;D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis&#39; intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.</p></li></ul><p style=\"text-align: left;\">Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.</p><p style=\"text-align: left;\">Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.</p><blockquote></blockquote><blockquote>AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">Yet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.</p><p style=\"text-align: left;\">Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.</p><p style=\"text-align: left;\">The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.</p><h2 id=\"id_3610807772\" style=\"text-align: left;\">Fundamental Considerations</h2><p style=\"text-align: left;\">We view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.</p><p style=\"text-align: left;\">Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.</p><p style=\"text-align: left;\">Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:</p><blockquote>We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">This would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21abb7c4b2498cbc0b0cad96d08a30e9\" alt=\"Author\" title=\"Author\" tg-width=\"588\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/259ee7314340f7d0699c50972c34432d\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"280\"/><span>Author</span></p><p style=\"text-align: left;\">Over the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cbf826470846652f20ce2aae94bcb28\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"75\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/571d715af2ef8f1159df1458e2e08fff\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"271\"/><span>Author</span></p><p style=\"text-align: left;\">On the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24f75ab15d755ac5591ea9c40595b3d7\" alt=\"Author\" title=\"Author\" tg-width=\"607\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/828efe36f6b8ed118439562ff3d02894\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"273\"/><span>Author</span></p><p style=\"text-align: left;\">We expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d154f6410487bcf825bc7ff0c9d13db1\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"71\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/946431f4a2298e8bb7e965d9104d1f9f\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"272\"/><span>Author</span></p><p style=\"text-align: left;\">On the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2fe5736c516d140d1efc930f75b1146\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"74\"/><span>Author</span></p><p style=\"text-align: left;\">However, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ab65af574ad84ec1768dcea1db6d50a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"173\"/><span>Author</span></p><h2 id=\"id_2680626460\" style=\"text-align: left;\">Valuation Considerations</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f061eaa304f499e893b11d325bf13940\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"256\"/><span>Author</span></p><p style=\"text-align: left;\">Taking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dac7b715577070578ff49cbcd608ed6\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"274\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f72b94a21f97a3509fcf962c23574f5a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"191\"/><span>Author</span></p><p style=\"text-align: left;\">In the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&amp;P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.</p><p style=\"text-align: left;\">Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.</p><h2 id=\"id_1174491677\" style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">Coming out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $19 Seems Like An Unbreachable Wall For Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $19 Seems Like An Unbreachable Wall For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-18 22:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194566886","content_text":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's growth prospects, especially given uncertainties still on AI Platform (\"AIP\") monetization.The stock's recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir's growth trajectory, and drive expanded TAM capture.We explain why our view on the stock has not changed from Palantir's Q2 earnings in the following analysis.Michael Vi/iStock Editorial via Getty ImagesIn our previous coverage on the Palantir (NYSE:PLTR) stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock's gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management's repeated narrative over the new solution's uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir's recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir's fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results reported by its software peers so far in the early stages of ramping up their respective go-to-market strategies.Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.Source: Palantir 2Q23 Earnings Call TranscriptWhile management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.AIP UpdateManagement’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:Jacobs (J): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.Novartis (NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis' intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.Source: Palantir 2Q23 Earnings Call TranscriptYet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.Fundamental ConsiderationsWe view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.Source: Palantir 2Q23 Earnings Call TranscriptThis would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.AuthorAuthorOver the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.AuthorAuthorOn the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.AuthorAuthorWe expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.AuthorAuthorOn the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.AuthorHowever, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.AuthorValuation ConsiderationsAuthorTaking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.AuthorAuthorIn the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.The Bottom LineComing out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210314287607896,"gmtCreate":1692371064598,"gmtModify":1692371069463,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"in less than 6 months Palantir will hit $24. I can't tell you much but but take my word for it.&nbsp;","listText":"in less than 6 months Palantir will hit $24. I can't tell you much but but take my word for it.&nbsp;","text":"in less than 6 months Palantir will hit $24. I can't tell you much but but take my word for it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210314287607896","repostId":"1194566886","repostType":2,"repost":{"id":"1194566886","kind":"news","pubTimestamp":1692370340,"share":"https://ttm.financial/m/news/1194566886?lang=&edition=fundamental","pubTime":"2023-08-18 22:52","market":"us","language":"en","title":"Why $19 Seems Like An Unbreachable Wall For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1194566886","media":"Seeking Alpha","summary":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ","content":"<html><head></head><body><h2 id=\"id_2982547506\" style=\"text-align: left;\">Summary</h2><ul><li><p>Palantir&#39;s stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.</p></li><li><p>This is in line with our concerns about the durability of Palantir&#39;s growth prospects, especially given uncertainties still on AI Platform (&#34;AIP&#34;) monetization.</p></li><li><p>The stock&#39;s recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir&#39;s growth trajectory, and drive expanded TAM capture.</p></li><li><p>We explain why our view on the stock has not changed from Palantir&#39;s Q2 earnings in the following analysis.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca0459f275b9aed733014624cae2dc80\" alt=\"Michael Vi/iStock Editorial via Getty Images\" title=\"Michael Vi/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p style=\"text-align: left;\">In our previous coverage on the Palantir <a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"(\" class=\"\">(</a>NYSE:PLTR<a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\")\" class=\"\">)</a> stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock&#39;s gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management&#39;s repeated narrative over the new solution&#39;s uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.</p><p style=\"text-align: left;\">Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir&#39;s recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir&#39;s fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results <a href=\"https://www.bloomberg.com/news/articles/2023-06-15/adobe-raises-sales-forecast-as-company-rolls-out-new-ai-features\" title=\"reported\" class=\"paywall-full-content no-summary-bullets\">reported</a> by its software peers so far in the early stages of ramping up their respective go-to-market strategies.</p><p style=\"text-align: left;\">Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.</p><blockquote></blockquote><blockquote>And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.</blockquote><blockquote><em>Source: </em>Palantir 2Q23 Earnings Call Transcript</blockquote><p style=\"text-align: left;\">While management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.</p><h2 id=\"id_3329530659\" style=\"text-align: left;\">AIP Update</h2><p style=\"text-align: left;\">Management’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:</p><ul><li><p>Jacobs (<a href=\"https://seekingalpha.com/symbol/J?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"Jacobs Solutions Inc.\" class=\"\">J</a>): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.</p></li><li><p>J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.</p></li><li><p>Novartis<strong> </strong>(NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&amp;D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis&#39; intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.</p></li></ul><p style=\"text-align: left;\">Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.</p><p style=\"text-align: left;\">Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.</p><blockquote></blockquote><blockquote>AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">Yet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.</p><p style=\"text-align: left;\">Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.</p><p style=\"text-align: left;\">The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.</p><h2 id=\"id_3610807772\" style=\"text-align: left;\">Fundamental Considerations</h2><p style=\"text-align: left;\">We view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.</p><p style=\"text-align: left;\">Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.</p><p style=\"text-align: left;\">Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:</p><blockquote>We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">This would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21abb7c4b2498cbc0b0cad96d08a30e9\" alt=\"Author\" title=\"Author\" tg-width=\"588\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/259ee7314340f7d0699c50972c34432d\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"280\"/><span>Author</span></p><p style=\"text-align: left;\">Over the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cbf826470846652f20ce2aae94bcb28\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"75\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/571d715af2ef8f1159df1458e2e08fff\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"271\"/><span>Author</span></p><p style=\"text-align: left;\">On the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24f75ab15d755ac5591ea9c40595b3d7\" alt=\"Author\" title=\"Author\" tg-width=\"607\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/828efe36f6b8ed118439562ff3d02894\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"273\"/><span>Author</span></p><p style=\"text-align: left;\">We expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d154f6410487bcf825bc7ff0c9d13db1\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"71\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/946431f4a2298e8bb7e965d9104d1f9f\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"272\"/><span>Author</span></p><p style=\"text-align: left;\">On the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2fe5736c516d140d1efc930f75b1146\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"74\"/><span>Author</span></p><p style=\"text-align: left;\">However, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ab65af574ad84ec1768dcea1db6d50a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"173\"/><span>Author</span></p><h2 id=\"id_2680626460\" style=\"text-align: left;\">Valuation Considerations</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f061eaa304f499e893b11d325bf13940\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"256\"/><span>Author</span></p><p style=\"text-align: left;\">Taking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dac7b715577070578ff49cbcd608ed6\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"274\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f72b94a21f97a3509fcf962c23574f5a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"191\"/><span>Author</span></p><p style=\"text-align: left;\">In the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&amp;P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.</p><p style=\"text-align: left;\">Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.</p><h2 id=\"id_1174491677\" style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">Coming out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $19 Seems Like An Unbreachable Wall For Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $19 Seems Like An Unbreachable Wall For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-18 22:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194566886","content_text":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's growth prospects, especially given uncertainties still on AI Platform (\"AIP\") monetization.The stock's recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir's growth trajectory, and drive expanded TAM capture.We explain why our view on the stock has not changed from Palantir's Q2 earnings in the following analysis.Michael Vi/iStock Editorial via Getty ImagesIn our previous coverage on the Palantir (NYSE:PLTR) stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock's gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management's repeated narrative over the new solution's uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir's recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir's fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results reported by its software peers so far in the early stages of ramping up their respective go-to-market strategies.Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.Source: Palantir 2Q23 Earnings Call TranscriptWhile management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.AIP UpdateManagement’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:Jacobs (J): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.Novartis (NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis' intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.Source: Palantir 2Q23 Earnings Call TranscriptYet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.Fundamental ConsiderationsWe view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.Source: Palantir 2Q23 Earnings Call TranscriptThis would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.AuthorAuthorOver the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.AuthorAuthorOn the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.AuthorAuthorWe expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.AuthorAuthorOn the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.AuthorHowever, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.AuthorValuation ConsiderationsAuthorTaking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.AuthorAuthorIn the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.The Bottom LineComing out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209173297868904,"gmtCreate":1692104530973,"gmtModify":1692104535573,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Bullshit! I sold mine at $19 and never looked back. I made a wise choice&nbsp;","listText":"Bullshit! I sold mine at $19 and never looked back. I made a wise choice&nbsp;","text":"Bullshit! I sold mine at $19 and never looked back. I made a wise choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209173297868904","repostId":"2359588064","repostType":2,"repost":{"id":"2359588064","kind":"highlight","pubTimestamp":1692086700,"share":"https://ttm.financial/m/news/2359588064?lang=&edition=fundamental","pubTime":"2023-08-15 16:05","market":"us","language":"en","title":"Is Palantir the Market's Best AI Stock? This 1 Chart Reveals the Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=2359588064","media":"Motley Fool","summary":"Palantir stock has been one of the top companies to own in 2023, but should you buy it going forward?","content":"<html><head></head><body><h2 id=\"id_1978839996\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>This data analytics company has been rooted in AI from the beginning.</p></li><li><p>Palantir&#39;s revenue grew at the expected rate in the second quarter.</p></li><li><p>The stock is a bit rich right now relative to the company&#39;s pace of growth.</p></li></ul><p><strong>Palantir Technologies </strong>(PLTR) is often ranked as one of the market&#39;s top artificial intelligence (AI) stocks. Since the beginning, its software has utilized AI to crunch lots of data and relay that information to its users on an easy-to-see dashboard allowing quick decision-making.</p><p>Since the beginning of May, Palantir&#39;s stock has been a rocket ship, rising 130% in just over a single quarter thanks to AI investment hype. But does Palantir&#39;s stock deserve those gains? Let&#39;s look at a few items and see if Palantir is one of the market&#39;s best AI stocks.</p><h2 id=\"id_311623833\">Its latest AI product has seen unprecedented demand</h2><p>Open AI&#39;s ChatGPT, which runs on large language model (LLM) technology, started the AI investing arms race. Many consumers saw a digital assistant&#39;s usefulness in answering questions, and any company with AI aspirations quickly launched a product utilizing an LLM.</p><p>Palantir was no different, launching its Artificial Intelligence Platform (AIP) product. Last quarter, management noted how strong the demand was for AIP, and in the second quarter it delivered. Despite launching the product just 10 weeks ago, Palantir has signed over 100 clients to this product, and has interest from 300 more.</p><p>That&#39;s incredible growth from a single product line, but did it help translate to any financial gain? As It turns out, this product was necessary for Palantir just to post respectable Q2 revenue growth. Without the new launch of AIP, Palantir may have been in danger of growing in the single digits.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615bc2614aecec59976e1ab316e0a8ea\" alt=\"Image source: The Motley Fool.\" title=\"Image source: The Motley Fool.\" tg-width=\"700\" tg-height=\"699\"/><span>Image source: The Motley Fool.</span></p><p>In Q2, Palantir&#39;s revenue rose 13% year over year to $533 million, just $1 million above the high end of management&#39;s guidance. Government revenue outpaced commercial revenue, likely due to commercial clients&#39; unwillingness to spend on expensive software packages when the economic outlook is uncertain. Looking ahead to the third quarter, Palantir expects revenue growth to accelerate to a more respectable 16% pace.</p><p>While Palantir&#39;s revenue growth isn&#39;t anything outstanding, its margin expansion has been terrific. Palantir&#39;s operating expenses only rose 1% in Q2, which is the main reason why Palantir has reached profitability. With disciplined spending, Palantir&#39;s management has shown it can balance expense growth in weaker times. This allowed Palantir to report its third consecutive quarter with $0.01 in earnings per share (EPS) based on generally accepted accounting principles (GAAP).</p><p>While $0.01 per share isn&#39;t a ton, it&#39;s a substantial improvement over last year&#39;s $0.09 per share loss. Every company&#39;s road to peak profitability starts somewhere, so investors shouldn&#39;t be too concerned about EPS <em>only </em>being $0.01.</p><p>All in all, this wasn&#39;t a bad quarter by any means for Palantir. But, if AI was truly a game changer, as everyone thought, Palantir should be posting much higher growth. As a result, I&#39;m not willing to crown Palantir as the top AI stock in the market.</p><h2 id=\"id_3973848548\">An expensive stock after its recent run-up</h2><p>Even without this title, can investors buy Palantir&#39;s stock today for a reasonable price? Thanks to Palantir&#39;s stock price run-up, it&#39;s no longer valued as cheaply as it was when it entered 2023. With $2.05 billion in trailing-12-month revenue, Palantir is now valued at 18.6 times sales. That&#39;s not a cheap valuation, let alone for a company that&#39;s only growing revenue at a 13% pace.</p><p>However, many Wall Street analysts expect business to pick up next year, as the average of 16 projections predicts 19% revenue growth for Palantir in 2024. That would value the company at 14.5 times 2024 sales, which is still quite expensive.</p><p>That&#39;s an expensive price tag because if Palantir could snap its fingers and achieve the same profitability levels as a mature software company like <strong><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> </strong>(historically around 30%), it would be valued at 48 times 2024 earnings. Once again, that&#39;s with Adobe&#39;s margins. Because Palantir&#39;s profit margin was only 5.3% in Q2, it has a long way to go.</p><p>Furthermore, management is about to do something I believe is foolish with its cash horde: repurchase stock. The stock is very expensive, so share repurchases don&#39;t seem like a great use of capital. Considering how young Palantir is, this is a surprising decision and makes me question management&#39;s capital allocation strategy.</p><p>So should investors avoid Palantir&#39;s stock? I don&#39;t think so. If you&#39;re a long-term investor -- sticking around for at least three to five years -- it could be a fantastic investment if Palantir can maintain its mid- to high-teens growth rate. But anyone owning the stock will have to display patience as the market will ebb and flow with its opinion on Palantir&#39;s stock. Initiating a small position to track it at these levels is OK, but going all in on Palantir isn&#39;t wise until the business shows stronger growth.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir the Market's Best AI Stock? This 1 Chart Reveals the Truth</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\">\nIs Palantir the Market's Best AI Stock? This 1 Chart Reveals the Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/14/is-palantir-markets-best-ai-stock-this-1-chart/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThis data analytics company has been rooted in AI from the beginning.Palantir's revenue grew at the expected rate in the second quarter.The stock is a bit rich right now relative to the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/14/is-palantir-markets-best-ai-stock-this-1-chart/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4547":"WSB热门概念","LU0823414478.USD":"法巴经典能源转换基金","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BK4161":"工业机械"},"source_url":"https://www.fool.com/investing/2023/08/14/is-palantir-markets-best-ai-stock-this-1-chart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359588064","content_text":"KEY POINTSThis data analytics company has been rooted in AI from the beginning.Palantir's revenue grew at the expected rate in the second quarter.The stock is a bit rich right now relative to the company's pace of growth.Palantir Technologies (PLTR) is often ranked as one of the market's top artificial intelligence (AI) stocks. Since the beginning, its software has utilized AI to crunch lots of data and relay that information to its users on an easy-to-see dashboard allowing quick decision-making.Since the beginning of May, Palantir's stock has been a rocket ship, rising 130% in just over a single quarter thanks to AI investment hype. But does Palantir's stock deserve those gains? Let's look at a few items and see if Palantir is one of the market's best AI stocks.Its latest AI product has seen unprecedented demandOpen AI's ChatGPT, which runs on large language model (LLM) technology, started the AI investing arms race. Many consumers saw a digital assistant's usefulness in answering questions, and any company with AI aspirations quickly launched a product utilizing an LLM.Palantir was no different, launching its Artificial Intelligence Platform (AIP) product. Last quarter, management noted how strong the demand was for AIP, and in the second quarter it delivered. Despite launching the product just 10 weeks ago, Palantir has signed over 100 clients to this product, and has interest from 300 more.That's incredible growth from a single product line, but did it help translate to any financial gain? As It turns out, this product was necessary for Palantir just to post respectable Q2 revenue growth. Without the new launch of AIP, Palantir may have been in danger of growing in the single digits.Image source: The Motley Fool.In Q2, Palantir's revenue rose 13% year over year to $533 million, just $1 million above the high end of management's guidance. Government revenue outpaced commercial revenue, likely due to commercial clients' unwillingness to spend on expensive software packages when the economic outlook is uncertain. Looking ahead to the third quarter, Palantir expects revenue growth to accelerate to a more respectable 16% pace.While Palantir's revenue growth isn't anything outstanding, its margin expansion has been terrific. Palantir's operating expenses only rose 1% in Q2, which is the main reason why Palantir has reached profitability. With disciplined spending, Palantir's management has shown it can balance expense growth in weaker times. This allowed Palantir to report its third consecutive quarter with $0.01 in earnings per share (EPS) based on generally accepted accounting principles (GAAP).While $0.01 per share isn't a ton, it's a substantial improvement over last year's $0.09 per share loss. Every company's road to peak profitability starts somewhere, so investors shouldn't be too concerned about EPS only being $0.01.All in all, this wasn't a bad quarter by any means for Palantir. But, if AI was truly a game changer, as everyone thought, Palantir should be posting much higher growth. As a result, I'm not willing to crown Palantir as the top AI stock in the market.An expensive stock after its recent run-upEven without this title, can investors buy Palantir's stock today for a reasonable price? Thanks to Palantir's stock price run-up, it's no longer valued as cheaply as it was when it entered 2023. With $2.05 billion in trailing-12-month revenue, Palantir is now valued at 18.6 times sales. That's not a cheap valuation, let alone for a company that's only growing revenue at a 13% pace.However, many Wall Street analysts expect business to pick up next year, as the average of 16 projections predicts 19% revenue growth for Palantir in 2024. That would value the company at 14.5 times 2024 sales, which is still quite expensive.That's an expensive price tag because if Palantir could snap its fingers and achieve the same profitability levels as a mature software company like Adobe (historically around 30%), it would be valued at 48 times 2024 earnings. Once again, that's with Adobe's margins. Because Palantir's profit margin was only 5.3% in Q2, it has a long way to go.Furthermore, management is about to do something I believe is foolish with its cash horde: repurchase stock. The stock is very expensive, so share repurchases don't seem like a great use of capital. Considering how young Palantir is, this is a surprising decision and makes me question management's capital allocation strategy.So should investors avoid Palantir's stock? I don't think so. If you're a long-term investor -- sticking around for at least three to five years -- it could be a fantastic investment if Palantir can maintain its mid- to high-teens growth rate. But anyone owning the stock will have to display patience as the market will ebb and flow with its opinion on Palantir's stock. Initiating a small position to track it at these levels is OK, but going all in on Palantir isn't wise until the business shows stronger growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205417010340088,"gmtCreate":1691160193379,"gmtModify":1691160599998,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Bullshit I sold at $20. lucky me","listText":"Bullshit I sold at $20. lucky me","text":"Bullshit I sold at $20. lucky me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205417010340088","repostId":"2356129435","repostType":2,"repost":{"id":"2356129435","kind":"highlight","pubTimestamp":1691163885,"share":"https://ttm.financial/m/news/2356129435?lang=&edition=fundamental","pubTime":"2023-08-04 23:44","market":"us","language":"en","title":"Palantir’s AI Play: Time to Buy, Hold, or Fold PLTR Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2356129435","media":"InvestorPlace","summary":"Much of Palantir Technologies' future growth may have already been priced into PLTR stock, but the share-price path to $25 looks clear now.","content":"<html><head></head><body><ul><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> is teaming up with J.D. Power to provide data analytics to the automotive industry.</p></li><li><p>Palantir Technologies recently earned a $25 price target from a prominent analyst.</p></li><li><p>Investors might want to add a few shares of PLTR stock to their portfolios.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c8d56e4b3cca7e9eed59dfb3f2671c\" alt=\"Source: Iljanaresvara Studio / Shutterstock.com\" title=\"Source: Iljanaresvara Studio / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Iljanaresvara Studio / Shutterstock.com</span></p><p>Is <strong>Palantir Technologies</strong> too richly valued on Wall Street? After the powerful year-to-date rally in PLTR stock, it’s understandable if some investors don’t want to load the proverbial boat now.</p><p>It’s not a bad idea to hold a few Palantir shares because of the company’s artificial intelligence angle.</p><p>Palantir Technologies recently disclosed an collaboration that could provide a significant revenue source in the automotive market.</p><p>All in all, there’s no need to over-invest in Palantir Technologies now, but a moderately sized share allocation could benefit your portfolio in the long run.</p><h2 id=\"id_3365042595\">Palantir’s Partnership With a ‘Pioneer’</h2><p>Prior to 2023, financial traders mostly thought of Palantir Technologies as a cybersecurity company. Nowadays, however, Palantir is evolving into a more diversified business with a strong focus on artificial intelligence applications.</p><p>It’s a smart strategy that should enhance Palantir Technologies’ value over time. One notable example of Palantir’s focus on AI is the company’s new partnership with data analytics company <strong>J.D. Power</strong>.</p><p>Together, the two companies will develop generative AI and “predictive analytics solutions that will facilitate deeper insights and more strategic decision making by the automotive industry.”</p><p>These AI-facilitated insights will be applied to automotive safety, repairs, electric vehicle battery health monitoring and personalized engagement with vehicle shoppers and owners.</p><p>J.D. Power is a well-known data analytics services provider, so it makes perfect sense for Palantir to team up with this company.</p><p>To quote Palantir Technologies CEO Alexander Karp, J.D. Power “sets itself apart as a pioneer in data-driven intelligence and delivering lasting value for its customers.”</p><h2 id=\"id_2141568187\">PLTR Stock: A ‘Generational Opportunity’ in AI</h2><p>Of course, Wall Street’s experts have taken notice of Palantir Technologies’ participation in the recent AI revolution. Some of them have strongly bullish outlooks for Palantir.</p><p>For example, Wedbush analyst Dan Ives initiated his coverage of PLTR stock with an “outperform” rating and a $25 price target recently. Ives even called Palantir the “Messi of AI,” referring to famous soccer player Lionel Messi.</p><p>Palantir Technologies, according to Ives, has a “generational opportunity to gain a significant share” of what he expects to be an $800 billion TAM (total addressable market) in AI.</p><p>Ives envisions Palantir capitalizing on an “unlimited number of AI applications” that “redefine business processes across verticals.”</p><p>Ives’s bullish view of Palantir Technologies is for the long term. The analyst claims Palantir has “built an AI fortress that is unmatched and poised to be a major player in this AI Revolution over the next decade.”</p><p>For the short term, however, he’s eyeing $25 as a reasonable price objective for PLTR stock.</p><h2 id=\"id_1653242283\">Don’t Fight the Trend With PLTR Stock</h2><p>Ives’s enthusiasm is understandable. However, it’s difficult to predict where the Palantir Technologies share price will be in one or five years. The market may have already priced much of Palantir’s future AI-driven growth into the shares.</p><p>Therefore, there’s no need to overload your portfolio with shares of Palantir Technologies. It’s not advisable to fight the overall trend with AI technology. Companies with a strong AI connection could gain significant value in the coming quarters and years.</p><p>PLTR stock earns a confident “B” grade and is definitely worth a look. Consider a small share position in Palantir Technologies and let the AI trend be your portfolio’s friend.</p></body></html>","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>Palantir’s AI Play: Time to Buy, Hold, or Fold PLTR Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir’s AI Play: Time to Buy, Hold, or Fold PLTR Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-04 23:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/08/palantirs-ai-play-time-to-buy-hold-or-fold-pltr-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is teaming up with J.D. Power to provide data analytics to the automotive industry.Palantir Technologies recently earned a $25 price target from a prominent analyst.Investors ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/08/palantirs-ai-play-time-to-buy-hold-or-fold-pltr-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/market360/2023/08/palantirs-ai-play-time-to-buy-hold-or-fold-pltr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356129435","content_text":"Palantir Technologies is teaming up with J.D. Power to provide data analytics to the automotive industry.Palantir Technologies recently earned a $25 price target from a prominent analyst.Investors might want to add a few shares of PLTR stock to their portfolios.Source: Iljanaresvara Studio / Shutterstock.comIs Palantir Technologies too richly valued on Wall Street? After the powerful year-to-date rally in PLTR stock, it’s understandable if some investors don’t want to load the proverbial boat now.It’s not a bad idea to hold a few Palantir shares because of the company’s artificial intelligence angle.Palantir Technologies recently disclosed an collaboration that could provide a significant revenue source in the automotive market.All in all, there’s no need to over-invest in Palantir Technologies now, but a moderately sized share allocation could benefit your portfolio in the long run.Palantir’s Partnership With a ‘Pioneer’Prior to 2023, financial traders mostly thought of Palantir Technologies as a cybersecurity company. Nowadays, however, Palantir is evolving into a more diversified business with a strong focus on artificial intelligence applications.It’s a smart strategy that should enhance Palantir Technologies’ value over time. One notable example of Palantir’s focus on AI is the company’s new partnership with data analytics company J.D. Power.Together, the two companies will develop generative AI and “predictive analytics solutions that will facilitate deeper insights and more strategic decision making by the automotive industry.”These AI-facilitated insights will be applied to automotive safety, repairs, electric vehicle battery health monitoring and personalized engagement with vehicle shoppers and owners.J.D. Power is a well-known data analytics services provider, so it makes perfect sense for Palantir to team up with this company.To quote Palantir Technologies CEO Alexander Karp, J.D. Power “sets itself apart as a pioneer in data-driven intelligence and delivering lasting value for its customers.”PLTR Stock: A ‘Generational Opportunity’ in AIOf course, Wall Street’s experts have taken notice of Palantir Technologies’ participation in the recent AI revolution. Some of them have strongly bullish outlooks for Palantir.For example, Wedbush analyst Dan Ives initiated his coverage of PLTR stock with an “outperform” rating and a $25 price target recently. Ives even called Palantir the “Messi of AI,” referring to famous soccer player Lionel Messi.Palantir Technologies, according to Ives, has a “generational opportunity to gain a significant share” of what he expects to be an $800 billion TAM (total addressable market) in AI.Ives envisions Palantir capitalizing on an “unlimited number of AI applications” that “redefine business processes across verticals.”Ives’s bullish view of Palantir Technologies is for the long term. The analyst claims Palantir has “built an AI fortress that is unmatched and poised to be a major player in this AI Revolution over the next decade.”For the short term, however, he’s eyeing $25 as a reasonable price objective for PLTR stock.Don’t Fight the Trend With PLTR StockIves’s enthusiasm is understandable. However, it’s difficult to predict where the Palantir Technologies share price will be in one or five years. The market may have already priced much of Palantir’s future AI-driven growth into the shares.Therefore, there’s no need to overload your portfolio with shares of Palantir Technologies. It’s not advisable to fight the overall trend with AI technology. Companies with a strong AI connection could gain significant value in the coming quarters and years.PLTR stock earns a confident “B” grade and is definitely worth a look. Consider a small share position in Palantir Technologies and let the AI trend be your portfolio’s friend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937805608,"gmtCreate":1663387261704,"gmtModify":1676537263998,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"U missed out Adobe.. tragic!","listText":"U missed out Adobe.. tragic!","text":"U missed out Adobe.. tragic!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937805608","repostId":"2267169681","repostType":2,"repost":{"id":"2267169681","kind":"highlight","pubTimestamp":1663366397,"share":"https://ttm.financial/m/news/2267169681?lang=&edition=fundamental","pubTime":"2022-09-17 06:13","market":"us","language":"en","title":"3 High-Growth Stocks to Buy If the Nasdaq Falls Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2267169681","media":"Motley Fool","summary":"These growth stocks can survive and deliver market-beating returns over the next decade.","content":"<html><head></head><body><p>After a brief rally in July, the tech-heavy <b>Nasdaq Composite</b> index has fallen 10% over the last month, and the latest round of economic news sent stocks falling hard again in early September. The Consumer Price Index for August came in higher than expected, increasing 0.1%, which put Wall Street on pins and needles again.</p><p>If the markets continue to fall, investors might want to focus on companies that experienced the most demand in this environment, such as cloud computing and cybersecurity. <b>Cloudflare</b> CEO Matthew Price said it best: &#34;No company is recession-proof. But some are more recession-resilient than others.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19cb448d75342354700acdcc5942b265\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Companies are not going back to legacy data systems that are slower and more costly to operate. The cost savings of cloud-based services have become more important than ever in this inflationary environment. The same can be said for cybersecurity. Cyberthreats are certainly not going away just because of a weak economy.</p><p>Here are three companies delivering high revenue growth in these markets that should deliver massive returns to investors over the next decade.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p><b>Snowflake</b> has emerged as a default option for companies looking for a cloud-based solution to access data without being bottlenecked by on-premise data systems. Snowflake&#39;s Data Cloud platform can be used with any of the major cloud infrastructure providers, such as <b>Amazon</b> Web Services, <b>Microsoft</b> Azure, or <b>Alphabet</b>&#39;s Google Cloud. Data can even be shared with other organizations through the Snowflake marketplace, which makes the platform more valuable as more users join.</p><p>The ability to share data throughout a company&#39;s ecosystem in just a few clicks is a winning card for Snowflake. For example, a business can easily upload and share data with its corporate customers to provide better insight about demand and inventory down the supply chain. That&#39;s an invaluable service with all the supply chain issues during the pandemic.</p><p>While the stock fell over valuation concerns this year, eventually the stock will track the company&#39;s growth, which has been exceptional. In the most recent quarter, revenue growth clocked in at a robust 83% over the year-ago quarter. There are more than 6,800 customers using the platform with a high revenue retention rate of 171%, which means customers are spending more with the company after first signing up. Many of the best software-as-a-service providers typically have a revenue retention rate of around 130% or less.</p><p>The best part is that Snowflake is delivering this level of growth profitably. Over the last four quarters, free cash flow came in at $292 million on $1.6 billion of revenue. This allows Snowflake to continue investing in new features without sacrificing its debt-free balance sheet.</p><p>The company has lots of opportunity across data warehousing, cybersecurity, and data engineering. Its total addressable market is estimated at $248 billion, which should pave the way for years of high growth. I started a position in the stock over the summer and wouldn&#39;t hesitate to buy more in the near term, especially if Snowflake continues to report strong growth on the top line.</p><h2>SentinelOne</h2><p>The threat of cyber attacks is only getting more severe. Changing technology means cyberthreats also evolve and get more sophisticated over time. That&#39;s why the cybersecurity industry is a ripe field to look for wealth-building growth stocks, and you&#39;ll be hard-pressed to find a faster-growing company than <b>SentinelOne</b>.</p><p>The stock has fallen 45% year to date, but the business has continued to grow like gangbusters. Revenue more than doubled in the first half of the year, with growth accelerating in the second quarter. Management noted that demand for business remains strong, which allowed the company to raise its full-year outlook.</p><p>There are several top cybersecurity providers, but the numbers make it clear that customers absolutely love SentinelOne. Compared to its peers, such as <b>CrowdStrike</b> and <b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b>, SentinelOne executives believe they have superior technology. For example, competitors might take up to an hour to remediate a threat, while SentinelOne&#39;s artificial intelligence-based solution protects endpoint devices, like phones and laptops, in real time.</p><p>The biggest concern for SentinelOne is that the company is showing negative free cash flow right now, so investors must have faith that continued growth on the top line will eventually lift profitability. At this early stage of the company&#39;s growth, it&#39;s an acceptable trade-off for what could be a home-run investment.</p><p>The company&#39;s market cap is $7.8 billion, whereas CrowdStrike has a market cap of $42 billion. There is clearly a lot of upside for SentinelOne. The cybersecurity market is expected to grow to over $400 billion by 2027. The companies showing the fastest growth are in the best position to deliver market-beating returns, which leaves SentinelOne as a top choice.</p><h2>Cloudflare</h2><p>You might use Cloudflare everyday without realizing it. Cloudflare&#39;s network infrastructure is used by businesses, websites, bloggers, and apps. It handles more than 10% of all internet traffic. Its technology basically makes applications more secure and faster to operate, while the company makes money from selling subscriptions to use its platform.</p><p>The steep sell-off in the stock price over the last year means investors are getting more bang for their buck with this fast-growing business.</p><p>Revenue growth remained consistent with the company&#39;s historical trend, growing 54% year over year through the first half of 2022.  Management credited spending from large customers for the increase, which now represents 60% of Cloudflare&#39;s business. Generating more revenue from established companies is important because large corporations are more likely to keep spending on digital services, even during an uncertain economic environment.</p><p>Cloudflare gets more efficient the more customers join. As the company grows larger, it can more quickly shift customers&#39; data across an expanding network to improve performance with their applications. On the second-quarter earnings call, CEO Matthew Price noted that a Fortune 500 energy company recently switched to Cloudflare from <b>Zscaler</b>, because the former was easier to use and better-performing.</p><p>Like SentinelOne, Cloudflare is generating negative free cash flow, but investors shouldn&#39;t worry too much about that at this early stage of growth. Cloudflare says its addressable market increased from $32 billion in 2018 to $115 billion, and it should keep growing. Most importantly, it is winning over customers from competitors and delivering very consistent revenue growth. Cloudflare is the only stock featured here that I don&#39;t have in my portfolio, but that may change soon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Growth Stocks to Buy If the Nasdaq Falls Again</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\">\n3 High-Growth Stocks to Buy If the Nasdaq Falls Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 06:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/16/3-high-growth-stocks-buy-nasdaq-falls/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a brief rally in July, the tech-heavy Nasdaq Composite index has fallen 10% over the last month, and the latest round of economic news sent stocks falling hard again in early September. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/16/3-high-growth-stocks-buy-nasdaq-falls/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","S":"SentinelOne, Inc","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2022/09/16/3-high-growth-stocks-buy-nasdaq-falls/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267169681","content_text":"After a brief rally in July, the tech-heavy Nasdaq Composite index has fallen 10% over the last month, and the latest round of economic news sent stocks falling hard again in early September. The Consumer Price Index for August came in higher than expected, increasing 0.1%, which put Wall Street on pins and needles again.If the markets continue to fall, investors might want to focus on companies that experienced the most demand in this environment, such as cloud computing and cybersecurity. Cloudflare CEO Matthew Price said it best: \"No company is recession-proof. But some are more recession-resilient than others.\"Image source: Getty Images.Companies are not going back to legacy data systems that are slower and more costly to operate. The cost savings of cloud-based services have become more important than ever in this inflationary environment. The same can be said for cybersecurity. Cyberthreats are certainly not going away just because of a weak economy.Here are three companies delivering high revenue growth in these markets that should deliver massive returns to investors over the next decade.SnowflakeSnowflake has emerged as a default option for companies looking for a cloud-based solution to access data without being bottlenecked by on-premise data systems. Snowflake's Data Cloud platform can be used with any of the major cloud infrastructure providers, such as Amazon Web Services, Microsoft Azure, or Alphabet's Google Cloud. Data can even be shared with other organizations through the Snowflake marketplace, which makes the platform more valuable as more users join.The ability to share data throughout a company's ecosystem in just a few clicks is a winning card for Snowflake. For example, a business can easily upload and share data with its corporate customers to provide better insight about demand and inventory down the supply chain. That's an invaluable service with all the supply chain issues during the pandemic.While the stock fell over valuation concerns this year, eventually the stock will track the company's growth, which has been exceptional. In the most recent quarter, revenue growth clocked in at a robust 83% over the year-ago quarter. There are more than 6,800 customers using the platform with a high revenue retention rate of 171%, which means customers are spending more with the company after first signing up. Many of the best software-as-a-service providers typically have a revenue retention rate of around 130% or less.The best part is that Snowflake is delivering this level of growth profitably. Over the last four quarters, free cash flow came in at $292 million on $1.6 billion of revenue. This allows Snowflake to continue investing in new features without sacrificing its debt-free balance sheet.The company has lots of opportunity across data warehousing, cybersecurity, and data engineering. Its total addressable market is estimated at $248 billion, which should pave the way for years of high growth. I started a position in the stock over the summer and wouldn't hesitate to buy more in the near term, especially if Snowflake continues to report strong growth on the top line.SentinelOneThe threat of cyber attacks is only getting more severe. Changing technology means cyberthreats also evolve and get more sophisticated over time. That's why the cybersecurity industry is a ripe field to look for wealth-building growth stocks, and you'll be hard-pressed to find a faster-growing company than SentinelOne.The stock has fallen 45% year to date, but the business has continued to grow like gangbusters. Revenue more than doubled in the first half of the year, with growth accelerating in the second quarter. Management noted that demand for business remains strong, which allowed the company to raise its full-year outlook.There are several top cybersecurity providers, but the numbers make it clear that customers absolutely love SentinelOne. Compared to its peers, such as CrowdStrike and Palo Alto Networks, SentinelOne executives believe they have superior technology. For example, competitors might take up to an hour to remediate a threat, while SentinelOne's artificial intelligence-based solution protects endpoint devices, like phones and laptops, in real time.The biggest concern for SentinelOne is that the company is showing negative free cash flow right now, so investors must have faith that continued growth on the top line will eventually lift profitability. At this early stage of the company's growth, it's an acceptable trade-off for what could be a home-run investment.The company's market cap is $7.8 billion, whereas CrowdStrike has a market cap of $42 billion. There is clearly a lot of upside for SentinelOne. The cybersecurity market is expected to grow to over $400 billion by 2027. The companies showing the fastest growth are in the best position to deliver market-beating returns, which leaves SentinelOne as a top choice.CloudflareYou might use Cloudflare everyday without realizing it. Cloudflare's network infrastructure is used by businesses, websites, bloggers, and apps. It handles more than 10% of all internet traffic. Its technology basically makes applications more secure and faster to operate, while the company makes money from selling subscriptions to use its platform.The steep sell-off in the stock price over the last year means investors are getting more bang for their buck with this fast-growing business.Revenue growth remained consistent with the company's historical trend, growing 54% year over year through the first half of 2022.  Management credited spending from large customers for the increase, which now represents 60% of Cloudflare's business. Generating more revenue from established companies is important because large corporations are more likely to keep spending on digital services, even during an uncertain economic environment.Cloudflare gets more efficient the more customers join. As the company grows larger, it can more quickly shift customers' data across an expanding network to improve performance with their applications. On the second-quarter earnings call, CEO Matthew Price noted that a Fortune 500 energy company recently switched to Cloudflare from Zscaler, because the former was easier to use and better-performing.Like SentinelOne, Cloudflare is generating negative free cash flow, but investors shouldn't worry too much about that at this early stage of growth. Cloudflare says its addressable market increased from $32 billion in 2018 to $115 billion, and it should keep growing. Most importantly, it is winning over customers from competitors and delivering very consistent revenue growth. Cloudflare is the only stock featured here that I don't have in my portfolio, but that may change soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909724284,"gmtCreate":1658930566848,"gmtModify":1676536230299,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"New bull market?? Hahahah.. I see tiger shock hardly can survive . Believe u I bankrupt much faster. Hahaha","listText":"New bull market?? Hahahah.. I see tiger shock hardly can survive . Believe u I bankrupt much faster. Hahaha","text":"New bull market?? Hahahah.. I see tiger shock hardly can survive . Believe u I bankrupt much faster. Hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909724284","repostId":"1105177620","repostType":2,"repost":{"id":"1105177620","kind":"news","pubTimestamp":1658890643,"share":"https://ttm.financial/m/news/1105177620?lang=&edition=fundamental","pubTime":"2022-07-27 10:57","market":"us","language":"en","title":"Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1105177620","media":"MarketWatch","summary":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that Ju","content":"<html><head></head><body><p>Favor wide moat, five-star stocks flagged by Morningstar Direct</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c6eeb4a3b78b8f895aff6579277b9ef\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>GETTY IMAGES</span></p><p>The odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.</p><p>Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.</p><p>Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.</p><p>The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.</p><p>One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.</p><p>The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.</p><p>The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.</p><p>Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.</p><p><img src=\"https://static.tigerbbs.com/ad6c427a2709e4e218a4a4fc8d01efc0\" tg-width=\"1116\" tg-height=\"803\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ce429ae567b37ecf57770f891f367a77\" tg-width=\"1115\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.</p><p><b>3 tech names</b></p><p>I’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.</p><p><b>Meta Platforms</b></p><p>I was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.</p><p>The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.</p><p>Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.</p><p>Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.</p><p><b>Salesforce.com</b></p><p>This company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.</p><p>Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.</p><p><b>ServiceNow</b></p><p>ServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.</p><p>ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.</p><p>ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.</p><p>COVID-discounted consumer names</p><p>I like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.</p><p>As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?</p><p><b>Yum China (YUMC)</b></p><p>The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.</p><p>China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.</p><p>At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.</p><p><b>Walt Disney</b></p><p>Disney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.</p><p>Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.</p><p>Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.</p><p>Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.</p></body></html>","source":"lsy1603348471595","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>Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks</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\">\nOpinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation ...</p>\n\n<a href=\"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YUMC":"百胜中国","CRM":"赛富时","NOW":"ServiceNow","DIS":"迪士尼","META":"Meta Platforms, Inc."},"source_url":"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105177620","content_text":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.3 tech namesI’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.Meta PlatformsI was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.Salesforce.comThis company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.ServiceNowServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.COVID-discounted consumer namesI like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?Yum China (YUMC)The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.Walt DisneyDisney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071275683,"gmtCreate":1657548181542,"gmtModify":1676536023389,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Then the&nbsp;more I shouldnt avoid !","listText":"Then the&nbsp;more I shouldnt avoid !","text":"Then the more I shouldnt avoid !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071275683","repostId":"2250493079","repostType":2,"repost":{"id":"2250493079","kind":"highlight","pubTimestamp":1657553267,"share":"https://ttm.financial/m/news/2250493079?lang=&edition=fundamental","pubTime":"2022-07-11 23:27","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2250493079","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>All but one of my &#34;three stocks to avoid&#34; column last week went according to plan, but it wasn&#39;t enough. The three stocks I thought were going to lose to the market for the week -- <b>Coinbase</b>, <b>H&amp;R <a href=\"https://laohu8.com/S/SQ\">Block</a></b>, and <b>WD-40</b>-- finished up 23%, up 1%, and down 13%, respectively, averaging out to a 3.7% increase.</p><p>The <b>S&amp;P 500</b> experienced a 1.9% ascent, but the investments I figured would fare rose nearly twice as much. I was wrong. But I have still been correct in 25 of the past 38 weeks.</p><p>Where do I go to next? I see <b>Conagra</b>, <b>Coinbase</b>, and <b>ExxonMobil</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>Conagra</b></h2><p>There&#39;s a good chance that there&#39;s some Conagra in your kitchen. Scour your fridge or pantry, and you may find some Slim Jim beef jerky, Pam non-stick spray, Hunt&#39;s ketchup, or Log Cabin maple syrup. There are dozens of Conagra brands that are literally and figuratively household names. I&#39;m still con Conagra this week.</p><p>The brand giant reports financial results on Thursday morning. It hasn&#39;t been very impressive lately. It has failed to exceed analyst profit targets in back-to-back quarters, and Wall Street expectations have been trending lower in recent months. Being a haven for premium brands isn&#39;t a lot of fun when the economy&#39;s wobbly and folks are trading down to lower-margin store brands. Wall Street sees revenue at Conagra climbing just 3% this year as well as 2023. It&#39;s hard to get excited about this week&#39;s financial update with that backdrop.</p><h2><b>Coinbase</b></h2><p>The one stock that burned me last week was Coinbase. It soared 23%, more than offsetting the other two selections that failed to beat the market. But I&#39;m not sure the rally is sustainable. Crypto markets have bounced back, but confidence is rattled for digital currency traders. A couple of notable platforms have either frozen assets or filed for bankruptcy protection.</p><p>Recovery won&#39;t be easy, and you can be sure that the once beefy yields that folks were earning on some of these platforms aren&#39;t coming back anytime soon. Coinbase is the top dog, and it will survive the current crisis. It has a strong balance sheet, and it didn&#39;t go deep into the risk spectrum to deliver staking rewards for its users.</p><p>However, Coinbase was reeling even before lesser platforms were exposed. Retail trading volume plummeted 58% sequentially in this year&#39;s first quarter, and the second quarter that concluded last week probably isn&#39;t going to hold up much better. Crypto prices may be starting to stabilize now that stock prices are also showing some resiliency, but a lot of scorched investors are going to stay away for now.</p><h2><b>ExxonMobil</b></h2><p>Stocks were rallying last week, but one of the hottest industries of 2022 took a breather. Oil and gas stocks declined as energy costs inched lower. Will the sector rotation continue in the week ahead?</p><p>You don&#39;t want to bet against ExxonMobil over the long haul. The integrated oil major has more going for it than just the recent pain at the pump. However, sector rotation makes hot industries mortal during the shift. Did you realize that ExxonMobil&#39;s surge over the past year has dropped its once meteoric yield to just 4.1%? If stocks continue to rally it&#39;s a safe bet that ExxonMobil will be a laggard for now.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Conagra, Coinbase, and ExxonMobil this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","CAG":"康尼格拉","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250493079","content_text":"All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block, and WD-40-- finished up 23%, up 1%, and down 13%, respectively, averaging out to a 3.7% increase.The S&P 500 experienced a 1.9% ascent, but the investments I figured would fare rose nearly twice as much. I was wrong. But I have still been correct in 25 of the past 38 weeks.Where do I go to next? I see Conagra, Coinbase, and ExxonMobil as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.ConagraThere's a good chance that there's some Conagra in your kitchen. Scour your fridge or pantry, and you may find some Slim Jim beef jerky, Pam non-stick spray, Hunt's ketchup, or Log Cabin maple syrup. There are dozens of Conagra brands that are literally and figuratively household names. I'm still con Conagra this week.The brand giant reports financial results on Thursday morning. It hasn't been very impressive lately. It has failed to exceed analyst profit targets in back-to-back quarters, and Wall Street expectations have been trending lower in recent months. Being a haven for premium brands isn't a lot of fun when the economy's wobbly and folks are trading down to lower-margin store brands. Wall Street sees revenue at Conagra climbing just 3% this year as well as 2023. It's hard to get excited about this week's financial update with that backdrop.CoinbaseThe one stock that burned me last week was Coinbase. It soared 23%, more than offsetting the other two selections that failed to beat the market. But I'm not sure the rally is sustainable. Crypto markets have bounced back, but confidence is rattled for digital currency traders. A couple of notable platforms have either frozen assets or filed for bankruptcy protection.Recovery won't be easy, and you can be sure that the once beefy yields that folks were earning on some of these platforms aren't coming back anytime soon. Coinbase is the top dog, and it will survive the current crisis. It has a strong balance sheet, and it didn't go deep into the risk spectrum to deliver staking rewards for its users.However, Coinbase was reeling even before lesser platforms were exposed. Retail trading volume plummeted 58% sequentially in this year's first quarter, and the second quarter that concluded last week probably isn't going to hold up much better. Crypto prices may be starting to stabilize now that stock prices are also showing some resiliency, but a lot of scorched investors are going to stay away for now.ExxonMobilStocks were rallying last week, but one of the hottest industries of 2022 took a breather. Oil and gas stocks declined as energy costs inched lower. Will the sector rotation continue in the week ahead?You don't want to bet against ExxonMobil over the long haul. The integrated oil major has more going for it than just the recent pain at the pump. However, sector rotation makes hot industries mortal during the shift. Did you realize that ExxonMobil's surge over the past year has dropped its once meteoric yield to just 4.1%? If stocks continue to rally it's a safe bet that ExxonMobil will be a laggard for now.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Conagra, Coinbase, and ExxonMobil this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045695410,"gmtCreate":1656603216530,"gmtModify":1676535861590,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"believe you I bankrupt faster&nbsp;","listText":"believe you I bankrupt faster&nbsp;","text":"believe you I bankrupt faster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045695410","repostId":"2247889218","repostType":2,"repost":{"id":"2247889218","kind":"highlight","pubTimestamp":1656591679,"share":"https://ttm.financial/m/news/2247889218?lang=&edition=fundamental","pubTime":"2022-06-30 20:21","market":"us","language":"en","title":"These 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2247889218","media":"Motley Fool","summary":"Don't get so distracted by the present that you forget to think about the future ... which is what really matters.","content":"<html><head></head><body><p>It&#39;s been a rough past few months for investors. Not even the market&#39;s best-known blue chips have been able to stand up to the marketwide headwind. The <b>Dow Jones Industrial Average</b> (^DJI 0.00%) is down to the tune of 14% for the year, and it seems like it could move even lower before all is said and done.</p><p>There are some Dow components, however, that have undeservedly been swept out with the marketwide bearish tide. Here&#39;s a closer look at three Dow stocks that could readily bounce back during the latter half of the year once investors realize their mistake.</p><h2>1. Caterpillar</h2><p>The pessimism plaguing <b>Caterpillar</b> (CAT -2.11%) since this time last year makes enough sense. Between lingering supply chain challenges, sky-high commodity prices, and the prospect of both pushing the world into a recession, the stock has understandably fallen more than 20% from last June&#39;s peak.</p><p>This degree of doubt, however, may be overestimating what&#39;s actually going on with the company.</p><p>Sure, the global economy is wobbly right now; inflation hasn&#39;t been nearly as &#34;transitory&#34; as first hoped. But we may be nearer the end of the headwind than the start, and Caterpillar could be better equipped to snap out of it than most people appreciate. Its first-quarter revenue was up 14% year over year despite plenty of challenges during that three-month stretch, and analysts still expect its post-pandemic rebound to translate into full-year sales growth of more than 12%. And although the top-line growth is apt to cool to only 8% next year, its current earnings growth rate is expected to remain around its current pace of 16%.</p><p>Largely overlooked is how resilient this company may prove to be even during a recession. As CEO Jim Umpleby explained at a recent investor conference:</p><blockquote>We haven&#39;t seen signs of slowdown in our markets. The vast majority of the markets we serve are still quite strong and our challenge at the moment, quite frankly, is supply chain, our ability to supply enough equipment to meet all the demand that&#39;s out there. We haven&#39;t seen that slowdown.</blockquote><p>He&#39;s talking about mining and drilling, mostly. What&#39;s a headache for most organizations -- sky-high prices -- is ultimately a boon for this huge swath of Caterpillar&#39;s customers.</p><p>Bonus: Caterpillar is easily funding its dividend payment. Thanks to its recent weakness, newcomers are stepping in to the stock while the yield is right around 2.4%, based on a dividend that&#39;s been raised for 28 consecutive years now. This income could round off any rough edges of volatility that may still be in the near-term cards for the stock.</p><h2>2. Apple</h2><p><b>Apple</b> (AAPL 1.30%) may not be the dividend payer Caterpillar is. It&#39;s also not a must-have growth monster. What Apple <i>is,</i> however, is a slow-moving tank that rolls over rivals like they&#39;re not even there. In only five quarters in the past 12 years has the company&#39;s top line fell on a year-over-year basis, and each of those top-line ebbs was in comparison to a sales surge linked to the launch of a new iPhone. Long-term earnings growth has been similarly consistent, even if a little more erratic from one quarter to the next.</p><p>It doesn&#39;t take a rocket scientist to figure out why. Apple is the most recognized brand in the world, according to IG Markets, while Kantar categorizes it as the world&#39;s second-most &#34;valuable&#34; brand. Both ultimately point to the same thing: The company makes a great product its customers are fiercely loyal to. And, it fosters that loyalty with an app store that lets consumers get the most out of their devices.</p><p>Although fewer than one-third of the world&#39;s smartphones are iPhones, SensorTower estimates that Apple&#39;s digital content business is nearly twice as big as rival <b>Alphabet</b>&#39;s -- the company behind the much more popular Android operating system. A popular app store, of course, also drives sales of iPhones to new users.</p><p>This is no small matter. While Apple&#39;s services arm only makes up 18% of its revenue, these digital services generate roughly 30% of its gross margin. That&#39;s because iPhone users not only spend more on apps and digital content than users of other mobile operating systems, but much of this spending is on subscriptions. That&#39;s why the company&#39;s top and bottom lines grow so predictably, even in seemingly tough times.</p><p>The market seems to have forgotten this dynamic, given the stock&#39;s 23% slide just since March&#39;s high. But investors will remember it when Apple starts posting results that reprove this reliability.</p><h2>3. <a href=\"https://laohu8.com/S/IBM\">IBM</a></h2><p>Finally, add<b> IBM</b> (IBM -0.81%) to your list of Dow stocks set to soar in the latter half of 2022.</p><p>It&#39;s a name many investors had not only given up on, but forgotten about. Once a titan within the technology sector, the company colloquially called Big Blue just didn&#39;t adapt quickly enough to the advent of cloud computing, mobility, and artificial intelligence.</p><p>Today&#39;s IBM, however, isn&#39;t the same IBM that missed the boat more than a decade ago, when revenue began a 10-year contraction streak. Ditto for earnings. Today&#39;s IBM has mostly shed its low-growth (or no-growth) legacy businesses like managed infrastructure services, and is now hyper-focused on hybrid cloud computing -- a market that CEO Arvind Krishna indicates will be worth $1 trillion in the foreseeable future.</p><p>It&#39;s already winning its fair share of this business too. For its first fiscal quarter ending in March, revenue growth of 11% (on a constant currency basis) was led by its hybrid cloud arm despite a rocky start to the year for most other companies. The analyst community expects sales growth to cool to 6% for the full year, and that pace will probably cool to only 3% next year. But it&#39;s still growth from a company that hasn&#39;t seen much of it in a long, long time, and perhaps more than that, it&#39;s extremely profitable growth.</p><p>New technologies like hybrid cloud have a somewhat non-optional future -- if an organization wants to be competitive, it has to embrace this tech regardless of the cost. To this end, for every dollar&#39;s worth of hardware it sells, IBM also generates between $3 and $5 worth software sales, and between $6 and $8 worth of services revenue. Given this, IBM&#39;s free cash flow guidance of between $10 billion and $10.5 billion for 2022 may seem unrealistically optimistic to some, but makes perfect sense to those who understand that once software is written, the cost to distribute it is practically nil.</p><p>Investors <i>are</i> starting to understand this, bidding shares up since November against the market tide. There&#39;s plenty of room for shares of the new-and-improved IBM to keep rallying, though.</p><p>The dividend yield of 4.6% of course only bolsters the bullish case.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond</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\">\nThese 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/30/these-dow-stocks-set-soar-2022-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a rough past few months for investors. Not even the market's best-known blue chips have been able to stand up to the marketwide headwind. The Dow Jones Industrial Average (^DJI 0.00%) is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/30/these-dow-stocks-set-soar-2022-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","IBM":"IBM","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4520":"美国基建股","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4525":"远程办公概念","CAT":"卡特彼勒","BK4149":"建筑机械与重型卡车","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4134":"信息科技咨询与其它服务","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","GOOG":"谷歌","AAPL":"苹果","BK4514":"搜索引擎"},"source_url":"https://www.fool.com/investing/2022/06/30/these-dow-stocks-set-soar-2022-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247889218","content_text":"It's been a rough past few months for investors. Not even the market's best-known blue chips have been able to stand up to the marketwide headwind. The Dow Jones Industrial Average (^DJI 0.00%) is down to the tune of 14% for the year, and it seems like it could move even lower before all is said and done.There are some Dow components, however, that have undeservedly been swept out with the marketwide bearish tide. Here's a closer look at three Dow stocks that could readily bounce back during the latter half of the year once investors realize their mistake.1. CaterpillarThe pessimism plaguing Caterpillar (CAT -2.11%) since this time last year makes enough sense. Between lingering supply chain challenges, sky-high commodity prices, and the prospect of both pushing the world into a recession, the stock has understandably fallen more than 20% from last June's peak.This degree of doubt, however, may be overestimating what's actually going on with the company.Sure, the global economy is wobbly right now; inflation hasn't been nearly as \"transitory\" as first hoped. But we may be nearer the end of the headwind than the start, and Caterpillar could be better equipped to snap out of it than most people appreciate. Its first-quarter revenue was up 14% year over year despite plenty of challenges during that three-month stretch, and analysts still expect its post-pandemic rebound to translate into full-year sales growth of more than 12%. And although the top-line growth is apt to cool to only 8% next year, its current earnings growth rate is expected to remain around its current pace of 16%.Largely overlooked is how resilient this company may prove to be even during a recession. As CEO Jim Umpleby explained at a recent investor conference:We haven't seen signs of slowdown in our markets. The vast majority of the markets we serve are still quite strong and our challenge at the moment, quite frankly, is supply chain, our ability to supply enough equipment to meet all the demand that's out there. We haven't seen that slowdown.He's talking about mining and drilling, mostly. What's a headache for most organizations -- sky-high prices -- is ultimately a boon for this huge swath of Caterpillar's customers.Bonus: Caterpillar is easily funding its dividend payment. Thanks to its recent weakness, newcomers are stepping in to the stock while the yield is right around 2.4%, based on a dividend that's been raised for 28 consecutive years now. This income could round off any rough edges of volatility that may still be in the near-term cards for the stock.2. AppleApple (AAPL 1.30%) may not be the dividend payer Caterpillar is. It's also not a must-have growth monster. What Apple is, however, is a slow-moving tank that rolls over rivals like they're not even there. In only five quarters in the past 12 years has the company's top line fell on a year-over-year basis, and each of those top-line ebbs was in comparison to a sales surge linked to the launch of a new iPhone. Long-term earnings growth has been similarly consistent, even if a little more erratic from one quarter to the next.It doesn't take a rocket scientist to figure out why. Apple is the most recognized brand in the world, according to IG Markets, while Kantar categorizes it as the world's second-most \"valuable\" brand. Both ultimately point to the same thing: The company makes a great product its customers are fiercely loyal to. And, it fosters that loyalty with an app store that lets consumers get the most out of their devices.Although fewer than one-third of the world's smartphones are iPhones, SensorTower estimates that Apple's digital content business is nearly twice as big as rival Alphabet's -- the company behind the much more popular Android operating system. A popular app store, of course, also drives sales of iPhones to new users.This is no small matter. While Apple's services arm only makes up 18% of its revenue, these digital services generate roughly 30% of its gross margin. That's because iPhone users not only spend more on apps and digital content than users of other mobile operating systems, but much of this spending is on subscriptions. That's why the company's top and bottom lines grow so predictably, even in seemingly tough times.The market seems to have forgotten this dynamic, given the stock's 23% slide just since March's high. But investors will remember it when Apple starts posting results that reprove this reliability.3. IBMFinally, add IBM (IBM -0.81%) to your list of Dow stocks set to soar in the latter half of 2022.It's a name many investors had not only given up on, but forgotten about. Once a titan within the technology sector, the company colloquially called Big Blue just didn't adapt quickly enough to the advent of cloud computing, mobility, and artificial intelligence.Today's IBM, however, isn't the same IBM that missed the boat more than a decade ago, when revenue began a 10-year contraction streak. Ditto for earnings. Today's IBM has mostly shed its low-growth (or no-growth) legacy businesses like managed infrastructure services, and is now hyper-focused on hybrid cloud computing -- a market that CEO Arvind Krishna indicates will be worth $1 trillion in the foreseeable future.It's already winning its fair share of this business too. For its first fiscal quarter ending in March, revenue growth of 11% (on a constant currency basis) was led by its hybrid cloud arm despite a rocky start to the year for most other companies. The analyst community expects sales growth to cool to 6% for the full year, and that pace will probably cool to only 3% next year. But it's still growth from a company that hasn't seen much of it in a long, long time, and perhaps more than that, it's extremely profitable growth.New technologies like hybrid cloud have a somewhat non-optional future -- if an organization wants to be competitive, it has to embrace this tech regardless of the cost. To this end, for every dollar's worth of hardware it sells, IBM also generates between $3 and $5 worth software sales, and between $6 and $8 worth of services revenue. Given this, IBM's free cash flow guidance of between $10 billion and $10.5 billion for 2022 may seem unrealistically optimistic to some, but makes perfect sense to those who understand that once software is written, the cost to distribute it is practically nil.Investors are starting to understand this, bidding shares up since November against the market tide. There's plenty of room for shares of the new-and-improved IBM to keep rallying, though.The dividend yield of 4.6% of course only bolsters the bullish case.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054205198,"gmtCreate":1655389691214,"gmtModify":1676535628475,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Tell me something which I don't know.","listText":"Tell me something which I don't know.","text":"Tell me something which I don't know.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054205198","repostId":"2243910364","repostType":2,"repost":{"id":"2243910364","kind":"highlight","pubTimestamp":1655391932,"share":"https://ttm.financial/m/news/2243910364?lang=&edition=fundamental","pubTime":"2022-06-16 23:05","market":"us","language":"en","title":"2 Analysts Come to Only 1 Conclusion About NIO Stock: It’s a Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2243910364","media":"TipRanks","summary":"As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of $one$ company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. .Less than a week after reporting its Q1 financial results (vehicle deliveries up 28.5% year-over-year, and revenues up 24.2% -- but losses up 295%!","content":"<div>\n<p>As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of one company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. (...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html\">Web Link</a>\n\n</div>\n","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 Analysts Come to Only 1 Conclusion About NIO Stock: It’s a Buy</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\">\n2 Analysts Come to Only 1 Conclusion About NIO Stock: It’s a Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of one company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. (...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243910364","content_text":"As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of one company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. (NIO).Less than a week after reporting its Q1 financial results (vehicle deliveries up 28.5% year-over-year, and revenues up 24.2% -- but losses up 295%!), Nio worked to change the story Tuesday, by announcing it will launch a new product on Wednesday, and meeting with analysts to give them some insight into what's coming up next.And indeed, the company held a Product Launch Event today, which unveiled the ES7, a new mid-to-large five-seater SUV based on NIO Technology 2.0 (NT2.0).Deutsche Bank analyst Edison Yu writes that despite Nio's disappointing earnings last quarter, \"NIO is embarking on the most important product cycle in the company's history.\"The analyst continued, \"Volumes have been under pressure over the past few quarters due to operational bottlenecks and COVID lock-downs, but... NIO has fully returned to normal production levels [and now] deliveries are on track to increase from 7k/month in May to 25k exiting the year.\" That's a significant number -- 25,000 cars built per month -- given that Nio barely made 25,000 deliveries in all its first three months. And assuming Nio hits this target, Yu forecasts the company could deliver 160,000 EVs this year, and twice that -- 320,000 units -- in 2023.In Yu's view, Nio's ET7 and ET5 electric sedans are likely to be \"the most desired cars in the China premium market this year\" -- meaning they'll be even more popular than Teslas.To this end, Yu rates Nio shares a Buy and has a $45 price target on this $19 stock.Next up: Morgan Stanley analyst Tim Hsiao.Like Yu, Hsiao is optimistic about Nio stock, albeit a bit less enthusiastic than his counterpart. Hsiao rates Nio stock Overweight (i.e. buy), but with only a $31 price target. (Hsiao's track record)As Hsiao explains, Nio will experience \"inevitable... near-term margin pain\" in Q2. However, sales look to be trending up once Q2 is past, and Hsiao actually thinks Nio could be producing as many as 30,000 electric cars per month by the end of this year -- 20% more than Yu thinks likely.Added to Nio's stable of other electric vehicles -- the ES8, ES6, EC6, and ET7 -- Hsiao sees the ES7 contributing to a bright future for Nio after it gets through Q2 and its \"margin pressure.\"In short, bad as earnings were in Q1, and despite the risk that Q2 will show more bumps in the road, both these analysts like Nio stock quite a lot -- and see a lot of upside in the shares. (See NIO stock forecast on TipRanks)","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052102899,"gmtCreate":1655132852111,"gmtModify":1676535567638,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Believe u i bankrupt faster","listText":"Believe u i bankrupt faster","text":"Believe u i bankrupt faster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052102899","repostId":"2242245215","repostType":4,"repost":{"id":"2242245215","kind":"highlight","pubTimestamp":1655110921,"share":"https://ttm.financial/m/news/2242245215?lang=&edition=fundamental","pubTime":"2022-06-13 17:02","market":"us","language":"en","title":"3 Great Dividend Stocks You Can Buy for Less Than $50","url":"https://stock-news.laohu8.com/highlight/detail?id=2242245215","media":"Motley Fool","summary":"These low-priced dividend stocks enable investors to maximize their income yield.","content":"<html><head></head><body><p>You don&#39;t need much money to generate passive income from the stock market. Many high-quality dividend stocks sell for less than $50 a share. That allows you to put even a little bit of money to work generating income.</p><p>Three great dividend stocks with low share prices are <b><a href=\"https://laohu8.com/S/MPW\">Medical Properties Trust</a></b>, <b>Kinder Morgan</b>, and <b><a href=\"https://laohu8.com/S/STOR\">STORE Capital</a></b>. With stock prices currently in the $16 to $26 range, and above-average dividend yields, they can help investors maximize their ability to earn dividend income.</p><h2>A healthy dividend</h2><p>Medical Properties Trust is a real estate investment trust (REIT) that focuses on owning hospitals. It leases these facilities to healthcare companies, supplying it with steady rental income to pay its dividend. The healthcare REIT currently offers a 7.3% dividend yield on its $16 stock price.</p><p>One of the great things about this dividend is that Medical Properties Trust has steadily increased it each year; the REIT delivered its ninth straight year of dividend increases in 2022. The company has been able to steadily increase its dividend by continuing to acquire income-producing hospital real estate.</p><p>The REIT expects to acquire another $1 billion to $3 billion of properties this year. Those deals should enable it to continue growing its dividend. Meanwhile, it has lots of growth ahead, given its estimates that there&#39;s $500 billion to $750 billion of owner-occupied hospital real estate in the U.S. alone. That provides the REIT with a vast opportunity set to drive future dividend growth.</p><h2>Plenty of fuel to keep growing the dividend</h2><p>Kinder Morgan is a leading natural gas pipeline company. It gets paid steady fees as natural gas and other commodities travel through its pipelines and related infrastructure. That gives Kinder Morgan stable cash flow to support its dividend, which yields 5.8% at the current $19 stock price.</p><p>Kinder Morgan has increased its dividend payment in each of the last five years, and it should have plenty of fuel to grow the dividend in the future. The natural gas pipeline giant currently produces enough cash to cover its high-yielding dividend and its expansion program, with room to spare. With those expansion projects growing its cash flow, Kinder Morgan will have more money to increase the dividend.</p><p>The company expects to be able to continue growing its natural gas infrastructure footprint. Russia&#39;s invasion of Ukraine is forcing counties to prioritize energy security, leading them to secure more liquefied natural gas (LNG) supplies from the U.S. That should give Kinder Morgan more opportunities to expand its natural gas infrastructure in the coming years, supporting its ability to keep increasing the dividend.</p><h2>Profitable properties</h2><p>STORE Capital is another REIT that pays an attractive dividend. It currently offers a 5.9% yield on its $26 stock price.</p><p>The REIT has steadily increased its dividend since its initial public offering in 2014. It has given investors a raise every year, growing the payout at a 6.1% compound annual rate during that time frame.</p><p>One of the keys to STORE Capital&#39;s success is its focus on acquiring properties crucial to the profits of the tenants operating them. These include manufacturing sites, service-oriented retail properties (like furniture stores and automotive dealers), and service-related real estate (such as restaurants, medical offices, education buildings, and health clubs). STORE Capital&#39;s focus on profit-center real estate means its tenants are more likely to continue to pay rent so they don&#39;t lose access to a profitable location.</p><h2>Great ways to start putting your money to work</h2><p>The stock market makes it easy to start earning passive income. Thanks to their low share prices, it would cost just over $60 to buy <a href=\"https://laohu8.com/S/AONE.U\">one</a> share each of Medical Properties Trust, Kinder Morgan, <i>and</i> STORE Capital. That would allow investors to put their money to work making more money, since these companies pay attractive dividends that they&#39;ve steadily increased over the years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Great Dividend Stocks You Can Buy for Less Than $50</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\">\n3 Great Dividend Stocks You Can Buy for Less Than $50\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 17:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/12/3-great-dividend-stocks-you-can-buy-for-less-than/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You don't need much money to generate passive income from the stock market. Many high-quality dividend stocks sell for less than $50 a share. That allows you to put even a little bit of money to work ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/12/3-great-dividend-stocks-you-can-buy-for-less-than/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STOR":"STORE Capital","KMI":"金德尔摩根","MPW":"Medical Properties Trust"},"source_url":"https://www.fool.com/investing/2022/06/12/3-great-dividend-stocks-you-can-buy-for-less-than/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242245215","content_text":"You don't need much money to generate passive income from the stock market. Many high-quality dividend stocks sell for less than $50 a share. That allows you to put even a little bit of money to work generating income.Three great dividend stocks with low share prices are Medical Properties Trust, Kinder Morgan, and STORE Capital. With stock prices currently in the $16 to $26 range, and above-average dividend yields, they can help investors maximize their ability to earn dividend income.A healthy dividendMedical Properties Trust is a real estate investment trust (REIT) that focuses on owning hospitals. It leases these facilities to healthcare companies, supplying it with steady rental income to pay its dividend. The healthcare REIT currently offers a 7.3% dividend yield on its $16 stock price.One of the great things about this dividend is that Medical Properties Trust has steadily increased it each year; the REIT delivered its ninth straight year of dividend increases in 2022. The company has been able to steadily increase its dividend by continuing to acquire income-producing hospital real estate.The REIT expects to acquire another $1 billion to $3 billion of properties this year. Those deals should enable it to continue growing its dividend. Meanwhile, it has lots of growth ahead, given its estimates that there's $500 billion to $750 billion of owner-occupied hospital real estate in the U.S. alone. That provides the REIT with a vast opportunity set to drive future dividend growth.Plenty of fuel to keep growing the dividendKinder Morgan is a leading natural gas pipeline company. It gets paid steady fees as natural gas and other commodities travel through its pipelines and related infrastructure. That gives Kinder Morgan stable cash flow to support its dividend, which yields 5.8% at the current $19 stock price.Kinder Morgan has increased its dividend payment in each of the last five years, and it should have plenty of fuel to grow the dividend in the future. The natural gas pipeline giant currently produces enough cash to cover its high-yielding dividend and its expansion program, with room to spare. With those expansion projects growing its cash flow, Kinder Morgan will have more money to increase the dividend.The company expects to be able to continue growing its natural gas infrastructure footprint. Russia's invasion of Ukraine is forcing counties to prioritize energy security, leading them to secure more liquefied natural gas (LNG) supplies from the U.S. That should give Kinder Morgan more opportunities to expand its natural gas infrastructure in the coming years, supporting its ability to keep increasing the dividend.Profitable propertiesSTORE Capital is another REIT that pays an attractive dividend. It currently offers a 5.9% yield on its $26 stock price.The REIT has steadily increased its dividend since its initial public offering in 2014. It has given investors a raise every year, growing the payout at a 6.1% compound annual rate during that time frame.One of the keys to STORE Capital's success is its focus on acquiring properties crucial to the profits of the tenants operating them. These include manufacturing sites, service-oriented retail properties (like furniture stores and automotive dealers), and service-related real estate (such as restaurants, medical offices, education buildings, and health clubs). STORE Capital's focus on profit-center real estate means its tenants are more likely to continue to pay rent so they don't lose access to a profitable location.Great ways to start putting your money to workThe stock market makes it easy to start earning passive income. Thanks to their low share prices, it would cost just over $60 to buy one share each of Medical Properties Trust, Kinder Morgan, and STORE Capital. That would allow investors to put their money to work making more money, since these companies pay attractive dividends that they've steadily increased over the years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052102050,"gmtCreate":1655132829870,"gmtModify":1676535567630,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Want get rich don't buy SG stock.","listText":"Want get rich don't buy SG stock.","text":"Want get rich don't buy SG stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052102050","repostId":"1107320034","repostType":4,"repost":{"id":"1107320034","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":1655115968,"share":"https://ttm.financial/m/news/1107320034?lang=&edition=fundamental","pubTime":"2022-06-13 18:26","market":"sg","language":"en","title":"Singapore Stocks Drop 1.33% along with Regional Key Indices","url":"https://stock-news.laohu8.com/highlight/detail?id=1107320034","media":"Tiger Newspress","summary":"SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/3b3364f51e2fd8cddb19f22de7bcf870\" tg-width=\"440\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that were savaged by fears of bigger policy rate hikes by the United States and China’s possibly re-imposing new lockdowns to stem the coronavirus.</p><p>The key gauge Straits Times Index (STI) slid 1.33 per cent or 42.38 points to 3,139.35, with only 3 counters having managed to escape unscathed.Singtel : Z74 +0.79%trading cum dividend rose 0.79 per cent to S$2.54,Sembcorp Industries : U96 +0.36%was 0.36 per cent higher at S$2.79, andDFI Retail Group : D01 0%(formerly Dairy Farm International) was flat at US$2.90.</p><p>Yeap Jun Rong, market strategist at IG, pointed out that last week’s sell-off has marked a break below a key downward trendline, which has been supporting the STI on at least 7 occasions since November 2020.</p><p>“A break below the trendline may suggest bearish sentiments taking greater control and that may leave the 3,000 psychological level on watch over the longer term,” said Yeap.</p><p>The broader market painted a similar picture, with the number of decliners more than double that of gainers at 407 to 151, as 1.65 billion securities worth a total of S$1.44 billion were traded.</p><p>As its controversial proposed merger with Keppel Offshore and Marine is thrust into the spotlight by a minority shareholder who is staging a campaign to vote against the move,Sembcorp Marine : S51 -4.2%was the most active counter on a turnover of 124.9 million shares and closed 4.2 per cent down to S$0.114.</p><p>Electric vehicle companyNio : NIO -7.97%shares were down 7.97 per cent at US$ 17.90, despite the China-based maker reporting a smaller quarterly loss of 1.8 billion yuan (S$370 million) last week.</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>Singapore Stocks Drop 1.33% along with Regional Key Indices</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\">\nSingapore Stocks Drop 1.33% along with Regional Key Indices\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\">2022-06-13 18:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/3b3364f51e2fd8cddb19f22de7bcf870\" tg-width=\"440\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that were savaged by fears of bigger policy rate hikes by the United States and China’s possibly re-imposing new lockdowns to stem the coronavirus.</p><p>The key gauge Straits Times Index (STI) slid 1.33 per cent or 42.38 points to 3,139.35, with only 3 counters having managed to escape unscathed.Singtel : Z74 +0.79%trading cum dividend rose 0.79 per cent to S$2.54,Sembcorp Industries : U96 +0.36%was 0.36 per cent higher at S$2.79, andDFI Retail Group : D01 0%(formerly Dairy Farm International) was flat at US$2.90.</p><p>Yeap Jun Rong, market strategist at IG, pointed out that last week’s sell-off has marked a break below a key downward trendline, which has been supporting the STI on at least 7 occasions since November 2020.</p><p>“A break below the trendline may suggest bearish sentiments taking greater control and that may leave the 3,000 psychological level on watch over the longer term,” said Yeap.</p><p>The broader market painted a similar picture, with the number of decliners more than double that of gainers at 407 to 151, as 1.65 billion securities worth a total of S$1.44 billion were traded.</p><p>As its controversial proposed merger with Keppel Offshore and Marine is thrust into the spotlight by a minority shareholder who is staging a campaign to vote against the move,Sembcorp Marine : S51 -4.2%was the most active counter on a turnover of 124.9 million shares and closed 4.2 per cent down to S$0.114.</p><p>Electric vehicle companyNio : NIO -7.97%shares were down 7.97 per cent at US$ 17.90, despite the China-based maker reporting a smaller quarterly loss of 1.8 billion yuan (S$370 million) last week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107320034","content_text":"SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that were savaged by fears of bigger policy rate hikes by the United States and China’s possibly re-imposing new lockdowns to stem the coronavirus.The key gauge Straits Times Index (STI) slid 1.33 per cent or 42.38 points to 3,139.35, with only 3 counters having managed to escape unscathed.Singtel : Z74 +0.79%trading cum dividend rose 0.79 per cent to S$2.54,Sembcorp Industries : U96 +0.36%was 0.36 per cent higher at S$2.79, andDFI Retail Group : D01 0%(formerly Dairy Farm International) was flat at US$2.90.Yeap Jun Rong, market strategist at IG, pointed out that last week’s sell-off has marked a break below a key downward trendline, which has been supporting the STI on at least 7 occasions since November 2020.“A break below the trendline may suggest bearish sentiments taking greater control and that may leave the 3,000 psychological level on watch over the longer term,” said Yeap.The broader market painted a similar picture, with the number of decliners more than double that of gainers at 407 to 151, as 1.65 billion securities worth a total of S$1.44 billion were traded.As its controversial proposed merger with Keppel Offshore and Marine is thrust into the spotlight by a minority shareholder who is staging a campaign to vote against the move,Sembcorp Marine : S51 -4.2%was the most active counter on a turnover of 124.9 million shares and closed 4.2 per cent down to S$0.114.Electric vehicle companyNio : NIO -7.97%shares were down 7.97 per cent at US$ 17.90, despite the China-based maker reporting a smaller quarterly loss of 1.8 billion yuan (S$370 million) last week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052106185,"gmtCreate":1655132799147,"gmtModify":1676535567607,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"I have been average up .. earn so much&nbsp;until my hands shaking&nbsp;","listText":"I have been average up .. earn so much&nbsp;until my hands shaking&nbsp;","text":"I have been average up .. earn so much until my hands shaking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052106185","repostId":"2243632643","repostType":4,"repost":{"id":"2243632643","kind":"highlight","pubTimestamp":1655119518,"share":"https://ttm.financial/m/news/2243632643?lang=&edition=fundamental","pubTime":"2022-06-13 19:25","market":"us","language":"en","title":"Alibaba Without Regulatory Risks? Buy Alibaba Sell Meituan","url":"https://stock-news.laohu8.com/highlight/detail?id=2243632643","media":"Seekingalpha","summary":"We've been watching Alibaba (NYSE:BABA) for some time, as we've been impressed by its growth and pro","content":"<html><head></head><body><p>We&#39;ve been watching Alibaba (NYSE:BABA) for some time, as we&#39;ve been impressed by its growth and profitability. As many other investors, we have been hesitating whether to invest or not due to the many regulatory risks the company is facing. That said, <a href=\"https://laohu8.com/S/AONE.U\">one</a> option we are considering is to do a pair trade with another Chinese company where we believe we are able to subtract some elements of the investment in Alibaba we don&#39;t like, while maintaining most of what we do like. We believe one of the best options to implement this pair trade idea with is Meituan (OTCPK:MPNGY) for a number of reasons. Both these companies are under anticompetitive watch by the Chinese government, both utilize the controversial VIE structure (as basically all other Chinese companies trading in the US markets), and both have de-listing risk if the Chinese and American governments do not reach an agreement on information disclosures.</p><h2>Company Overviews</h2><p>We are assuming most readers are familiar with the companies, especially with Alibaba, but for the benefit of those that don&#39;t we&#39;ll very quickly provide an overview of what each of these companies does.</p><p>Alibaba&#39;s main businesses are in e-commerce with the T-mall and Taobao platforms, but it is also strong in cloud computing, digital media, entertainment, and payments through financial services platform Ant Financial. Ant Financial is the largest online financial service provider in China, with over 50% of the $16 trillion online payments market (30x the US). The group’s mission is to make it easy to do business anywhere.</p><p>Meituan Dianping is an online marketplace for the local service industry in China. It operates in more than 200 categories in 2,800 cities with dominant market shares in on-demand restaurant delivery, in-store dining, hotel booking and film ticketing. Its main business is food delivery (i.e. the Uber Eats of China). It competes directly with Alibaba&#39;s subsidiary Ele.me.</p><h2>Competitive Advantages</h2><p>Alibaba has a huge competitive moat, resulting mostly from network effects, as its most important businesses are two-sided platforms. In the case of the e-commerce platforms T-mall and Taobao, the network effect is the result of sellers going to where most buyers are found, and most buyers going to where there is more selection with more sellers. In Alipay&#39;s case, most merchants will want to accept the payment option that most customers use, and most users will want to employ the app that most merchants accept. Due to the size and quality of its marketplaces and its Alipay network, Alibaba&#39;s competitive moat is extremely strong. There are other moat sources, such as powerful brands and scale advantages, but we believe most of the competitive advantages are derived from network effects, which tend to be one of the strongest moat sources.</p><p>As the largest food delivery platform, Meituan also enjoys some competitive advantages, including scale and network effects. We would argue, however, that Meituan&#39;s competitive moat is weaker than that of Alibaba&#39;s. While its food delivery is also two-sided, many restaurants prefer to operate on multiple platforms, and on the customers side as long as they can get their favorite two or three restaurants they don&#39;t have much loyalty to one platform or the other. This is reflected in the financials, with Meituan operating with heavy losses, just as Alibaba&#39;s Ele.me. One additional advantage that Meituan has is the support and cooperation of Tencent (OTCPK:TCEHY), since they have a strategic relationship.</p><h2>Financials</h2><p>In addition to the regulatory pressures, Alibaba&#39;s share price had been declining due to worsening financial results. Fortunately, the trend appears to be changing, with Alibaba delivering solid results in its more recent quarter. In Q4 Non-GAAP earnings per ADS of RMB 7.95 beat by RMB 0.78, and revenue of RMB 204.05B (+8.9% Y/Y) beat by RMB 4.62B. Annual active consumers across the world reached ~1.31 billion for the twelve months ended March 31, 2022. These were strong results, especially considering that since mid-March 2022 Alibaba&#39;s businesses were significantly affected by the Covid resurgence in China. That is the reason it did not deem prudent to provide financial guidance.</p><p>Meanwhile, Meituan has continued posting heavy losses. While it reported somewhat better than expected revenue, we still do not see a clear path to profitability for the company. It is possible that Meituan will change its strategy from growth at all cost to seek profitability by curbing unprofitable expansion. We are also concerned that Meituan’s core food delivery business might be reaching saturation. The number of users this quarter was 692.9 million, from 690.5 million last quarter, which means the platform only saw a net gain of 2.4 million users. For comparison, the platform gained on average 49 million users per quarter in 2021. Meituan expects food delivery revenue to increase around 9%-10% year over year, but for volume to remain flat. Overall, we find its results disappointing, and do not see a clear path to profitability for the company, especially with slowing growth and signs of market saturation.</p><p>Comparing the trailing twelve months revenue for both companies, we can see that Alibaba is a much larger company, with revenue of ~$132 billion to Meituan&#39;s ~$27 billion.</p><p></p><p><img src=\"https://static.tigerbbs.com/84a175d49bcda775dabec379f30f46b7\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Both Meituan and Alibaba have seen their growth rates decelerate significantly, as can be seen below. The difference, in our opinion, is that Alibaba&#39;s valuation is already attractive even at lower growth rates, whereas Meituan has very little appeal other than hyper growth.</p><p></p><p><img src=\"https://static.tigerbbs.com/096613e0f368e3ac3941803604b4fc4f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Looking at profit margins, it is clear the Alibaba is the superior company of the two. It has gross margins that are almost 50% higher compared to those of Meituan, and it has a solid operating margin, while Meituan is posting operational losses.</p><p></p><p><img src=\"https://static.tigerbbs.com/0ae357aaa957ed41d389a1a694242cb8\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Both companies have substantial net cash positions, but Meituan will need its cash to continue financing its losses while it remains unprofitable, while Alibaba is free to use that cash for other purposes, such as share repurchases. For the last year, Alibaba has been doing stock buybacks in a meaningful way, compensating for share based compensation and reducing shares outstanding overall.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/13/saupload_c96bb16b461a62b7b757abd189af021c.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Alibaba and Meituan both have negative net total long-term debt (i.e., net cash positions), but Alibaba&#39;s available cash is about 5x that of Meituan. Between the net cash position, and the solid profitability, we are not concerned about Alibaba&#39;s balance sheet. Meituan&#39;s balance sheet is also strong for the moment, but it will really need that cash to continue financing its negative cash from operations.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/11/saupload_74e17e3b9c40012730c034056ad9ee3a.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2>Valuation</h2><p>Surprisingly, despite the much larger revenue and much better margins, Alibaba only has about 2x the market cap.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/11/saupload_186a4805384591c0d12d7915cef98a52.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Alibaba has a low valuation with an EV/EBITDA ratio of ~13.74x, which for a rapidly growing tech company, we would argue is incredible. Meituan has very little EBITDA, and as we previously discussed, has significant operational losses, particularly as a result of its &#34;new initiatives&#34; segment.</p><p></p><p><img src=\"https://static.tigerbbs.com/c04f16b4be20313fe346c71225d3f767\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Given the disparity of their profitability situation, it is easier to compare the two companies using EV/Revenues. Using this metric, it is clear that Alibaba is also the one with a more attractive valuation, with only a ~2x multiple.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/11/saupload_d246a59c0bf08aa6c596fbc7f481a591.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2>Risks</h2><p>The main risk we see is that shares of Meituan in the US are traded in OTC, so they have low liquidity. This pair trade idea would ideally be implemented in the Hong Kong stock exchange, where both Alibaba and Meituan trade. In Hong Kong, Alibaba trades under the ticker 09988, and Meituan Class B under ticker 03690.</p><p>Beyond this practical risk, there are the typical risks with a pair trade, which include the possibility that the valuation discrepancy between the two might increase, or that even if the valuation gap closes, it might take a very long time, reducing the annual rate of return. Finally, we are assuming that regulatory risks would more or less impact both companies to a similar degree, which could turn out not to be the case.</p><h2>Conclusion</h2><p>We believe a smart way to invest in Alibaba while seeking to remove the regulatory risks is to implement a pair trade buying Alibaba and selling Meituan. This also has the benefit of reducing the exposure to Alibaba&#39;s food delivery business, Ele.me, which is one of the Alibaba&#39;s business segments we like the least. The pair trade is predicated on the idea that there is a valuation gap between the companies that we expect to close in Alibaba&#39;s favor, and that they are both exposed to similar degrees to regulatory risks. Should the regulatory risks materialize, losses in the Alibaba investment should in theory more or less be compensated by gains in the Meituan position. This way, one could benefit from Alibaba&#39;s bargain valuation, while mitigating the regulatory risks.</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>Alibaba Without Regulatory Risks? Buy Alibaba Sell Meituan</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\">\nAlibaba Without Regulatory Risks? Buy Alibaba Sell Meituan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 19:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518020-alibaba-without-regulatory-risks-buy-alibaba-sell-meituan><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We've been watching Alibaba (NYSE:BABA) for some time, as we've been impressed by its growth and profitability. As many other investors, we have been hesitating whether to invest or not due to the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518020-alibaba-without-regulatory-risks-buy-alibaba-sell-meituan\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","MPNGY":"美团ADR","03690":"美团-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4518020-alibaba-without-regulatory-risks-buy-alibaba-sell-meituan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243632643","content_text":"We've been watching Alibaba (NYSE:BABA) for some time, as we've been impressed by its growth and profitability. As many other investors, we have been hesitating whether to invest or not due to the many regulatory risks the company is facing. That said, one option we are considering is to do a pair trade with another Chinese company where we believe we are able to subtract some elements of the investment in Alibaba we don't like, while maintaining most of what we do like. We believe one of the best options to implement this pair trade idea with is Meituan (OTCPK:MPNGY) for a number of reasons. Both these companies are under anticompetitive watch by the Chinese government, both utilize the controversial VIE structure (as basically all other Chinese companies trading in the US markets), and both have de-listing risk if the Chinese and American governments do not reach an agreement on information disclosures.Company OverviewsWe are assuming most readers are familiar with the companies, especially with Alibaba, but for the benefit of those that don't we'll very quickly provide an overview of what each of these companies does.Alibaba's main businesses are in e-commerce with the T-mall and Taobao platforms, but it is also strong in cloud computing, digital media, entertainment, and payments through financial services platform Ant Financial. Ant Financial is the largest online financial service provider in China, with over 50% of the $16 trillion online payments market (30x the US). The group’s mission is to make it easy to do business anywhere.Meituan Dianping is an online marketplace for the local service industry in China. It operates in more than 200 categories in 2,800 cities with dominant market shares in on-demand restaurant delivery, in-store dining, hotel booking and film ticketing. Its main business is food delivery (i.e. the Uber Eats of China). It competes directly with Alibaba's subsidiary Ele.me.Competitive AdvantagesAlibaba has a huge competitive moat, resulting mostly from network effects, as its most important businesses are two-sided platforms. In the case of the e-commerce platforms T-mall and Taobao, the network effect is the result of sellers going to where most buyers are found, and most buyers going to where there is more selection with more sellers. In Alipay's case, most merchants will want to accept the payment option that most customers use, and most users will want to employ the app that most merchants accept. Due to the size and quality of its marketplaces and its Alipay network, Alibaba's competitive moat is extremely strong. There are other moat sources, such as powerful brands and scale advantages, but we believe most of the competitive advantages are derived from network effects, which tend to be one of the strongest moat sources.As the largest food delivery platform, Meituan also enjoys some competitive advantages, including scale and network effects. We would argue, however, that Meituan's competitive moat is weaker than that of Alibaba's. While its food delivery is also two-sided, many restaurants prefer to operate on multiple platforms, and on the customers side as long as they can get their favorite two or three restaurants they don't have much loyalty to one platform or the other. This is reflected in the financials, with Meituan operating with heavy losses, just as Alibaba's Ele.me. One additional advantage that Meituan has is the support and cooperation of Tencent (OTCPK:TCEHY), since they have a strategic relationship.FinancialsIn addition to the regulatory pressures, Alibaba's share price had been declining due to worsening financial results. Fortunately, the trend appears to be changing, with Alibaba delivering solid results in its more recent quarter. In Q4 Non-GAAP earnings per ADS of RMB 7.95 beat by RMB 0.78, and revenue of RMB 204.05B (+8.9% Y/Y) beat by RMB 4.62B. Annual active consumers across the world reached ~1.31 billion for the twelve months ended March 31, 2022. These were strong results, especially considering that since mid-March 2022 Alibaba's businesses were significantly affected by the Covid resurgence in China. That is the reason it did not deem prudent to provide financial guidance.Meanwhile, Meituan has continued posting heavy losses. While it reported somewhat better than expected revenue, we still do not see a clear path to profitability for the company. It is possible that Meituan will change its strategy from growth at all cost to seek profitability by curbing unprofitable expansion. We are also concerned that Meituan’s core food delivery business might be reaching saturation. The number of users this quarter was 692.9 million, from 690.5 million last quarter, which means the platform only saw a net gain of 2.4 million users. For comparison, the platform gained on average 49 million users per quarter in 2021. Meituan expects food delivery revenue to increase around 9%-10% year over year, but for volume to remain flat. Overall, we find its results disappointing, and do not see a clear path to profitability for the company, especially with slowing growth and signs of market saturation.Comparing the trailing twelve months revenue for both companies, we can see that Alibaba is a much larger company, with revenue of ~$132 billion to Meituan's ~$27 billion.Data by YChartsBoth Meituan and Alibaba have seen their growth rates decelerate significantly, as can be seen below. The difference, in our opinion, is that Alibaba's valuation is already attractive even at lower growth rates, whereas Meituan has very little appeal other than hyper growth.Data by YChartsLooking at profit margins, it is clear the Alibaba is the superior company of the two. It has gross margins that are almost 50% higher compared to those of Meituan, and it has a solid operating margin, while Meituan is posting operational losses.Data by YChartsBoth companies have substantial net cash positions, but Meituan will need its cash to continue financing its losses while it remains unprofitable, while Alibaba is free to use that cash for other purposes, such as share repurchases. For the last year, Alibaba has been doing stock buybacks in a meaningful way, compensating for share based compensation and reducing shares outstanding overall.Data by YChartsAlibaba and Meituan both have negative net total long-term debt (i.e., net cash positions), but Alibaba's available cash is about 5x that of Meituan. Between the net cash position, and the solid profitability, we are not concerned about Alibaba's balance sheet. Meituan's balance sheet is also strong for the moment, but it will really need that cash to continue financing its negative cash from operations.Data by YChartsValuationSurprisingly, despite the much larger revenue and much better margins, Alibaba only has about 2x the market cap.Data by YChartsAlibaba has a low valuation with an EV/EBITDA ratio of ~13.74x, which for a rapidly growing tech company, we would argue is incredible. Meituan has very little EBITDA, and as we previously discussed, has significant operational losses, particularly as a result of its \"new initiatives\" segment.Data by YChartsGiven the disparity of their profitability situation, it is easier to compare the two companies using EV/Revenues. Using this metric, it is clear that Alibaba is also the one with a more attractive valuation, with only a ~2x multiple.Data by YChartsRisksThe main risk we see is that shares of Meituan in the US are traded in OTC, so they have low liquidity. This pair trade idea would ideally be implemented in the Hong Kong stock exchange, where both Alibaba and Meituan trade. In Hong Kong, Alibaba trades under the ticker 09988, and Meituan Class B under ticker 03690.Beyond this practical risk, there are the typical risks with a pair trade, which include the possibility that the valuation discrepancy between the two might increase, or that even if the valuation gap closes, it might take a very long time, reducing the annual rate of return. Finally, we are assuming that regulatory risks would more or less impact both companies to a similar degree, which could turn out not to be the case.ConclusionWe believe a smart way to invest in Alibaba while seeking to remove the regulatory risks is to implement a pair trade buying Alibaba and selling Meituan. This also has the benefit of reducing the exposure to Alibaba's food delivery business, Ele.me, which is one of the Alibaba's business segments we like the least. The pair trade is predicated on the idea that there is a valuation gap between the companies that we expect to close in Alibaba's favor, and that they are both exposed to similar degrees to regulatory risks. Should the regulatory risks materialize, losses in the Alibaba investment should in theory more or less be compensated by gains in the Meituan position. This way, one could benefit from Alibaba's bargain valuation, while mitigating the regulatory risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052108470,"gmtCreate":1655132735790,"gmtModify":1676535567614,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Buy micron , AMD , Intel. Don't say I don't give you all tips&nbsp;","listText":"Buy micron , AMD , Intel. Don't say I don't give you all tips&nbsp;","text":"Buy micron , AMD , Intel. Don't say I don't give you all tips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052108470","repostId":"1115581200","repostType":4,"repost":{"id":"1115581200","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":1655128500,"share":"https://ttm.financial/m/news/1115581200?lang=&edition=fundamental","pubTime":"2022-06-13 21:55","market":"us","language":"en","title":"Semiconductor Stocks Slid in Morning Trading, with Nvidia and AMD Falling About 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115581200","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.","content":"<html><head></head><body><p>Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.<img src=\"https://static.tigerbbs.com/d9bfca7e65bcb04e802cbc865f583268\" tg-width=\"320\" tg-height=\"354\" 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>Semiconductor Stocks Slid in Morning Trading, with Nvidia and AMD Falling About 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\">\nSemiconductor Stocks Slid in Morning Trading, with Nvidia and AMD Falling About 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\">2022-06-13 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.<img src=\"https://static.tigerbbs.com/d9bfca7e65bcb04e802cbc865f583268\" tg-width=\"320\" tg-height=\"354\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115581200","content_text":"Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052101624,"gmtCreate":1655132631668,"gmtModify":1676535567568,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Bull shit. Believe this writer and you bankrupt faster&nbsp;","listText":"Bull shit. Believe this writer and you bankrupt faster&nbsp;","text":"Bull shit. Believe this writer and you bankrupt faster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052101624","repostId":"1138793205","repostType":2,"repost":{"id":"1138793205","kind":"news","pubTimestamp":1655134386,"share":"https://ttm.financial/m/news/1138793205?lang=&edition=fundamental","pubTime":"2022-06-13 23:33","market":"sg","language":"en","title":"NIO: Time For Massive Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1138793205","media":"Seeking Alpha","summary":"SummaryResults pressured by China covid lockdowns.Production set to soar in coming quarters.Street sees stock doubling from current level.Late last week, one of the weaker names in the market was Chin","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Results pressured by China covid lockdowns.</li><li>Production set to soar in coming quarters.</li><li>Street sees stock doubling from current level.</li></ul><p>Late last week, one of the weaker names in the market was Chinese electric vehicle maker NIO (NYSE:NIO), after the company reported itsfirst quarter results. Investors focused on weaker than expected guidance for Q2, but it was already known that the situation in China was going to pressure results for the period. The most important part of last week&#39;s earnings report was management&#39;s commentary on upcoming production plans, which showed that massive growth is finally about to come.</p><p>For Q1, revenues came in at $1.56 billion, which was up more than 24% year over year, and came in a little ahead of estimates. One of my main issues with NIO is that it usually reports results so late in the quarter that these numbers seem basically irrelevant, since we&#39;re almost done with Q2 already. On the bottom line, non-GAAP earnings per ADS beat by three cents, but this is still a company that&#39;s losing plenty of money at this time.</p><p>The main reason for shares dropping after Thursday&#39;s report was the following headline - management guided to between $1.47 billion and $1.59 billion in revenues for the second quarter. Wall Street had anticipated second quarter revenue to reach $1.79 billion. Deliveries are expected to be in a range of 23,000 to 25,000, with even the high end of that being a sequential decline from Q1&#39;s 25,768 units. As a reminder, Q2 is the first full quarter for deliveries of the ET7 sedan, which saw just 163 deliveries late in Q1.</p><p>I&#39;m pretty much discounting this guidance miss, just because the analyst average seemed so ridiculous going into last week&#39;s report. NIO had already reported its April and May delivery numbers, which were heavily pressured by China&#39;s covid lockdowns. Even though we knew June would be better, supply chain issues are still a problem, so to think revenues were going to jump over $200 million sequentially seemed highly questionable. Management is basically guiding for a monthly record in terms of June vehicle deliveries, and yet it is still likely to fall a bit short of Q1&#39;s quarterly total. I think analysts were just waiting to see what was reported and then adjust, but the result was a headline of very weak guidance.</p><p>NIO investors have been waiting for several quarters now to see production really ramp up. It has been over a year now since the company announceda new production agreementwith its partner JAC to double factory output to 240,000 units a year. Still, though, the company hasn&#39;t been able to report even 26,000 deliveries in a single quarter. The company is also in the process of building out its own facility called NeoPark. Duringthe conference call, management provided this key update regarding production, with &#34;F2&#34; referring to NeoPark:</p><blockquote>For the production capacity of our first plant with JAC-NIO, as we have mentioned, we will continue to ramp up its production capacity in Q3. I think probably at least in the second half of the year, our overall plant capacity should reach 20,000 units per month. It can be -- it&#39;s not probably too hard for us to see when.</blockquote><blockquote>And then for the F2&#39;s ramp-up pace, actually, first, we will kick off the delivery of ET5 from this plant in Q3. So it will start production in Q3 and that we try to reach 10,000 units within quite a short period, probably three, four months. I think that&#39;s our plan.</blockquote><blockquote>Of course, next year, as we introduce more models into this factory, the overall production volume of F2 will continue to rise.</blockquote><p>It remains to be seen how quickly NIO will actually reach these rates. As I&#39;vedetailed in the past, the company&#39;s growth timelines haven&#39;t worked out as some may have hoped. All it takes is some more supply chain issues or another round of covid lockdowns, and these production rates won&#39;t be seen until sometime in 2023. This kind of tremendous growth in units is expected to drive a major surge in NIO revenues, with analyst estimates shown below.</p><p><img src=\"https://static.tigerbbs.com/4e17e14941758d428fd4219d8740bb4d\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>NIO Revenue Estimates(Seeking Alpha)</p><p>This significant expected revenue growth in the next 12-18 months is a main reason why theaverage price targeton the street is double what NIO shares closed at on Friday. The valuation seems quite reasonable currently, with the stock going for 1.9 times expected 2023 sales, as opposed to fellow Chinese EV names like XPeng (XPEV) going for 2.1 times and Li Auto (LI) at 2.2 times. Of course, EV giant Tesla (TSLA) trades for over 6.2 times projected sales for next year, as investors are certainly willing to pay a lot more for that name.</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>NIO: Time For Massive Growth</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\">\nNIO: Time For Massive Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518041-nio-stock-time-for-massive-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryResults pressured by China covid lockdowns.Production set to soar in coming quarters.Street sees stock doubling from current level.Late last week, one of the weaker names in the market was ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518041-nio-stock-time-for-massive-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4518041-nio-stock-time-for-massive-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138793205","content_text":"SummaryResults pressured by China covid lockdowns.Production set to soar in coming quarters.Street sees stock doubling from current level.Late last week, one of the weaker names in the market was Chinese electric vehicle maker NIO (NYSE:NIO), after the company reported itsfirst quarter results. Investors focused on weaker than expected guidance for Q2, but it was already known that the situation in China was going to pressure results for the period. The most important part of last week's earnings report was management's commentary on upcoming production plans, which showed that massive growth is finally about to come.For Q1, revenues came in at $1.56 billion, which was up more than 24% year over year, and came in a little ahead of estimates. One of my main issues with NIO is that it usually reports results so late in the quarter that these numbers seem basically irrelevant, since we're almost done with Q2 already. On the bottom line, non-GAAP earnings per ADS beat by three cents, but this is still a company that's losing plenty of money at this time.The main reason for shares dropping after Thursday's report was the following headline - management guided to between $1.47 billion and $1.59 billion in revenues for the second quarter. Wall Street had anticipated second quarter revenue to reach $1.79 billion. Deliveries are expected to be in a range of 23,000 to 25,000, with even the high end of that being a sequential decline from Q1's 25,768 units. As a reminder, Q2 is the first full quarter for deliveries of the ET7 sedan, which saw just 163 deliveries late in Q1.I'm pretty much discounting this guidance miss, just because the analyst average seemed so ridiculous going into last week's report. NIO had already reported its April and May delivery numbers, which were heavily pressured by China's covid lockdowns. Even though we knew June would be better, supply chain issues are still a problem, so to think revenues were going to jump over $200 million sequentially seemed highly questionable. Management is basically guiding for a monthly record in terms of June vehicle deliveries, and yet it is still likely to fall a bit short of Q1's quarterly total. I think analysts were just waiting to see what was reported and then adjust, but the result was a headline of very weak guidance.NIO investors have been waiting for several quarters now to see production really ramp up. It has been over a year now since the company announceda new production agreementwith its partner JAC to double factory output to 240,000 units a year. Still, though, the company hasn't been able to report even 26,000 deliveries in a single quarter. The company is also in the process of building out its own facility called NeoPark. Duringthe conference call, management provided this key update regarding production, with \"F2\" referring to NeoPark:For the production capacity of our first plant with JAC-NIO, as we have mentioned, we will continue to ramp up its production capacity in Q3. I think probably at least in the second half of the year, our overall plant capacity should reach 20,000 units per month. It can be -- it's not probably too hard for us to see when.And then for the F2's ramp-up pace, actually, first, we will kick off the delivery of ET5 from this plant in Q3. So it will start production in Q3 and that we try to reach 10,000 units within quite a short period, probably three, four months. I think that's our plan.Of course, next year, as we introduce more models into this factory, the overall production volume of F2 will continue to rise.It remains to be seen how quickly NIO will actually reach these rates. As I'vedetailed in the past, the company's growth timelines haven't worked out as some may have hoped. All it takes is some more supply chain issues or another round of covid lockdowns, and these production rates won't be seen until sometime in 2023. This kind of tremendous growth in units is expected to drive a major surge in NIO revenues, with analyst estimates shown below.NIO Revenue Estimates(Seeking Alpha)This significant expected revenue growth in the next 12-18 months is a main reason why theaverage price targeton the street is double what NIO shares closed at on Friday. The valuation seems quite reasonable currently, with the stock going for 1.9 times expected 2023 sales, as opposed to fellow Chinese EV names like XPeng (XPEV) going for 2.1 times and Li Auto (LI) at 2.2 times. Of course, EV giant Tesla (TSLA) trades for over 6.2 times projected sales for next year, as investors are certainly willing to pay a lot more for that name.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165008132,"gmtCreate":1624078704826,"gmtModify":1703828418946,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Hopefully it sinks","listText":"Hopefully it sinks","text":"Hopefully it sinks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165008132","repostId":"1113068568","repostType":4,"repost":{"id":"1113068568","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":1624023587,"share":"https://ttm.financial/m/news/1113068568?lang=&edition=fundamental","pubTime":"2021-06-18 21:39","market":"us","language":"en","title":"Lennar shares rose more than 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1113068568","media":"Tiger Newspress","summary":"Lennar shares rose more than 2% in morning trading.\nThe market is undervaluingLennar’s internal impr","content":"<p>Lennar&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/4a8d5adc185f5868b880031dbe2ea594\" tg-width=\"803\" tg-height=\"593\" referrerpolicy=\"no-referrer\">The market is undervaluingLennar’s internal improvements and potential in a hot housing market, according to JPMorgan.</p>\n<p>The homebuilder reported its second-quarter earnings on Wednesday, delivering revenue and earnings per share that beat FactSet estimates. The company also raised its guidance for average sales prices and gross margins.</p>\n<p>Additionally, the companyannounced in Marchthat it planned to spin off some of its non-core assets to create a rental housing venture.</p>\n<p>JPMorgan analyst Michael Rehaut upgraded the stock to overweight from neutral, saying Friday in a note to clients that the company appeared undervalued based on its strategic shift and potential for share buybacks.</p>\n<p>“At current levels, not only do we view LEN’s valuation as effectively not assigning much value to its proposed spin-off, but moreover, we expect the company to demonstrate further progress in its shift to an asset light model as well as, lastly, anticipate an increased level of returning cash to shareholders over time,” the note said.</p>\n<p>Home sales and starts have slowed in recent months as a short supply of houses on the market has hit at the same time as sky high lumber prices. However, JPMorgan said Lennar’s management still seemed positive about the strength of the housing market overall.</p>\n<p>The firm hiked its price target on Lennar to $141 per share from $115, representing upside of 49%. The stock has already gained 24% year to date.</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>Lennar shares rose more than 2% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLennar shares rose more than 2% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-18 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Lennar&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/4a8d5adc185f5868b880031dbe2ea594\" tg-width=\"803\" tg-height=\"593\" referrerpolicy=\"no-referrer\">The market is undervaluingLennar’s internal improvements and potential in a hot housing market, according to JPMorgan.</p>\n<p>The homebuilder reported its second-quarter earnings on Wednesday, delivering revenue and earnings per share that beat FactSet estimates. The company also raised its guidance for average sales prices and gross margins.</p>\n<p>Additionally, the companyannounced in Marchthat it planned to spin off some of its non-core assets to create a rental housing venture.</p>\n<p>JPMorgan analyst Michael Rehaut upgraded the stock to overweight from neutral, saying Friday in a note to clients that the company appeared undervalued based on its strategic shift and potential for share buybacks.</p>\n<p>“At current levels, not only do we view LEN’s valuation as effectively not assigning much value to its proposed spin-off, but moreover, we expect the company to demonstrate further progress in its shift to an asset light model as well as, lastly, anticipate an increased level of returning cash to shareholders over time,” the note said.</p>\n<p>Home sales and starts have slowed in recent months as a short supply of houses on the market has hit at the same time as sky high lumber prices. However, JPMorgan said Lennar’s management still seemed positive about the strength of the housing market overall.</p>\n<p>The firm hiked its price target on Lennar to $141 per share from $115, representing upside of 49%. The stock has already gained 24% year to date.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LEN":"莱纳建筑公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113068568","content_text":"Lennar shares rose more than 2% in morning trading.\nThe market is undervaluingLennar’s internal improvements and potential in a hot housing market, according to JPMorgan.\nThe homebuilder reported its second-quarter earnings on Wednesday, delivering revenue and earnings per share that beat FactSet estimates. The company also raised its guidance for average sales prices and gross margins.\nAdditionally, the companyannounced in Marchthat it planned to spin off some of its non-core assets to create a rental housing venture.\nJPMorgan analyst Michael Rehaut upgraded the stock to overweight from neutral, saying Friday in a note to clients that the company appeared undervalued based on its strategic shift and potential for share buybacks.\n“At current levels, not only do we view LEN’s valuation as effectively not assigning much value to its proposed spin-off, but moreover, we expect the company to demonstrate further progress in its shift to an asset light model as well as, lastly, anticipate an increased level of returning cash to shareholders over time,” the note said.\nHome sales and starts have slowed in recent months as a short supply of houses on the market has hit at the same time as sky high lumber prices. However, JPMorgan said Lennar’s management still seemed positive about the strength of the housing market overall.\nThe firm hiked its price target on Lennar to $141 per share from $115, representing upside of 49%. The stock has already gained 24% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162777648,"gmtCreate":1624078413384,"gmtModify":1703828411584,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"I sold my RIG! Please drop&nbsp;","listText":"I sold my RIG! Please drop&nbsp;","text":"I sold my RIG! Please drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162777648","repostId":"2144034771","repostType":4,"repost":{"id":"2144034771","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1624026060,"share":"https://ttm.financial/m/news/2144034771?lang=&edition=fundamental","pubTime":"2021-06-18 22:21","market":"fut","language":"en","title":"Oil prices edge higher, look to shake off post-Fed decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2144034771","media":"Dow Jones","summary":"Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losse","content":"<p>Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.</p>\n<p>\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"</p>\n<p>Meanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.</p>\n<p>Read:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market</p>\n<p>Indirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.</p>\n<p>Energy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"</p>\n<p>West Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.</p>\n<p>The global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.</p>\n<p>On Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.</p>\n<p>\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.</p>\n<p>A surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.</p>\n<p>Read:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone</p>\n<p>The ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.</p>\n<p>The selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.</p>\n<p>\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.</p>\n<p>Also on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.</p>\n<p>July natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.</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>Oil prices edge higher, look to shake off post-Fed decline</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\">\nOil prices edge higher, look to shake off post-Fed decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-18 22:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.</p>\n<p>\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"</p>\n<p>Meanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.</p>\n<p>Read:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market</p>\n<p>Indirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.</p>\n<p>Energy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"</p>\n<p>West Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.</p>\n<p>The global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.</p>\n<p>On Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.</p>\n<p>\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.</p>\n<p>A surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.</p>\n<p>Read:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone</p>\n<p>The ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.</p>\n<p>The selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.</p>\n<p>\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.</p>\n<p>Also on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.</p>\n<p>July natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144034771","content_text":"Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.\n\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"\nMeanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.\nRead:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market\nIndirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.\nEnergy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"\nWest Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.\nThe global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.\nOn Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.\n\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.\nA surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.\nRead:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone\nThe ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.\nThe selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.\n\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.\nAlso on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.\nJuly natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162777058,"gmtCreate":1624078394174,"gmtModify":1703828410934,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Vaccine comes first&nbsp;","listText":"Vaccine comes first&nbsp;","text":"Vaccine comes first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162777058","repostId":"2144771068","repostType":4,"repost":{"id":"2144771068","kind":"news","pubTimestamp":1624026418,"share":"https://ttm.financial/m/news/2144771068?lang=&edition=fundamental","pubTime":"2021-06-18 22:26","market":"us","language":"en","title":"AstraZeneca must use Britain's plant if needed to meet EU's vaccine commitments - EU lawyer","url":"https://stock-news.laohu8.com/highlight/detail?id=2144771068","media":"Reuters","summary":"June 18 (Reuters) - AstraZeneca must deliver COVID-19 vaccines to the European Union also from a fac","content":"<p>June 18 (Reuters) - AstraZeneca must deliver COVID-19 vaccines to the European Union also from a factory in Britain if it is needed to meet its commitments with the EU, a judge ruled on Friday, according to a lawyer representing the EU.</p>\n<p>The company had said it could not immediately deliver to the EU doses from an Oxford Biomedica factory in Britain because it had to supply the United Kingdom first.</p>\n<p>The EU lawyer said the judge decided that that factory must be used for EU supplies. However, AstraZeneca could meet its commitments with the EU without using that factory.</p>\n<p>The company is not obliged to deliver doses by a timetable in the contract until the end of June, but must still deliver a total of 300 million doses to the EU, the judge ruled. (Reporting by Francesco Guarascio @fraguarascio, editing by Louise Heavens)</p>","source":"yahoofinance","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>AstraZeneca must use Britain's plant if needed to meet EU's vaccine commitments - EU lawyer</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\">\nAstraZeneca must use Britain's plant if needed to meet EU's vaccine commitments - EU lawyer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/astrazeneca-must-britains-plant-needed-132658433.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>June 18 (Reuters) - AstraZeneca must deliver COVID-19 vaccines to the European Union also from a factory in Britain if it is needed to meet its commitments with the EU, a judge ruled on Friday, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/astrazeneca-must-britains-plant-needed-132658433.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康"},"source_url":"https://finance.yahoo.com/news/astrazeneca-must-britains-plant-needed-132658433.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2144771068","content_text":"June 18 (Reuters) - AstraZeneca must deliver COVID-19 vaccines to the European Union also from a factory in Britain if it is needed to meet its commitments with the EU, a judge ruled on Friday, according to a lawyer representing the EU.\nThe company had said it could not immediately deliver to the EU doses from an Oxford Biomedica factory in Britain because it had to supply the United Kingdom first.\nThe EU lawyer said the judge decided that that factory must be used for EU supplies. However, AstraZeneca could meet its commitments with the EU without using that factory.\nThe company is not obliged to deliver doses by a timetable in the contract until the end of June, but must still deliver a total of 300 million doses to the EU, the judge ruled. (Reporting by Francesco Guarascio @fraguarascio, editing by Louise Heavens)","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162774690,"gmtCreate":1624078370710,"gmtModify":1703828410122,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Please fight on!","listText":"Please fight on!","text":"Please fight on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162774690","repostId":"1103331073","repostType":4,"repost":{"id":"1103331073","kind":"news","pubTimestamp":1624029560,"share":"https://ttm.financial/m/news/1103331073?lang=&edition=fundamental","pubTime":"2021-06-18 23:19","market":"fut","language":"en","title":"Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1103331073","media":"bloomberg","summary":"The commodities boom has taken a knock this month, and while there are many reasons to still bet on ","content":"<p>The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.</p>\n<p>Vast amounts of stimulus, economies reopening from the pandemic and strong Chinese demand have driven a surge in raw-material prices this year, some to record highs. Yet they’ve slumped in the past two weeks -- with somewiping outgains for the year -- on a more hawkish U.S. monetary policy tone, China’s bid to cool inflation pressures and better weather for crops.</p>\n<p>While that’s blown away some of the speculative froth from the market, the big question is whether the latest commodities bull run has passed its peak or is just taking a breather.</p>\n<p>Either way, the direction may not be broad based, with each market having its own individual levers pushing and pulling. Copper traders need to balance a short-term cooling in China with long-termgreen-energy prospects. Oil’s dip could be limited by falling stockpiles and supply concerns, iron ore is being whipsawed by Chinese policies, while gold will largely be at the mercy of when Federal Reserve tapering starts.</p>\n<p><img src=\"https://static.tigerbbs.com/98efbaaf8487a164efed6c727959a5c7\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>“I can still see a lot of inflationary pressures in the supply chain, and the reality is that it’s going up,” said Michael Widmer, head of metals research at Bank of America Merrill Lynch in London. “From a commodity-price perspective, I can see the structural argument still for prices to stay elevated or go higher going forward.”</p>\n<p>Copper</p>\n<p>Theyear-longrally to a record in May was sparked by surging Chinese demand, but there are signs orders from manufacturers are starting to wane.</p>\n<p>Bulls are confident that the rest of the world will pick up the slack as renewable energy and electric-vehicle investment creates a step-change in demand in Europe and North America. Still, it could be a while before that spending makes its way to factory order books, and softer demand in the meantime could embolden bears who say current high prices aren’t justified by fundamentals.</p>\n<p><img src=\"https://static.tigerbbs.com/745940226f45fbf407b0a9ea989a0be7\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Iron Ore</p>\n<p>It might be particularly hard to predict the trajectory for iron ore, themost volatilecommodity right now. It surged to a record, collapsed into a bear market and then rebounded back into a bull market within a matter of weeks traders grappled with the murky outlook for demand in top consumer China.</p>\n<p>Both bulls and bears are keeping a close eye on China’s simultaneous goals to contain the inflationary pressures stemming from high commodity prices and to make its vast steel sector greener. The country’s steel output is still on track to smashanother recordthis year, which might prompt further actions from authorities to restrict production and whipsaw iron ore yet again.</p>\n<p><img src=\"https://static.tigerbbs.com/a6d580e34388bde0a0fb1107839fb589\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Agriculture</p>\n<p>Showers across the U.S. corn belt and uncertainty over biofuel policy have helped send crop markets tumbling lately, but much more rain will be needed to ensure bumper harvests in one of the world’s top suppliers. More than a third of America’s corn and soybean area is suffering fromdrought, afterrecord-breakingheatwaves.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e23a5f18610ffc4fb2d6982a70a67f4\" tg-width=\"1000\" tg-height=\"692\" referrerpolicy=\"no-referrer\"><span>Showers are set to span the U.S. Corn Belt on Saturday</span></p>\n<p>It’s a China story on the demand side, with the nation’s huge imports sending crop and hog futures soaring in the past year. Major traders like Cargill Inc. and Viterra say crop markets are in a “mini-supercycle” that could last half a decade, driven by increased biofuel demand and continued Chinese buying.</p>\n<p>Oil</p>\n<p>Focus is already turning to how sharply demand will recover over the summer. While there are signs the U.S. is leading the way as western economies reopen, the spread of the delta variant of the coronavirus, first identified in India, is raising renewed concern about the path for consumption in parts of Asia.</p>\n<p>For now, it looks as though the market is going to need extra supply in the second half of the year. The OPEC+ group is yet to confirm plans for production beyond July, while U.S. shale producers continue to preach discipline as they’remaking moneyagain. All the more reason then, that the focus is so intense on when the market will see Iranian supply return astalks with the U.S.continue.</p>\n<p>Gold</p>\n<p>Bullion is more susceptible to Federal Reserve actions than perhaps any other commodity. It tumbled to the lowest since early May after the U.S. central bank signaledmonetary policy tighteningcould start earlier than expected and the dollar jumped.</p>\n<p><img src=\"https://static.tigerbbs.com/06544f6db5b2c483c4ee6c03141f9d21\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>Although the precious metal is often bought as a hedge against inflation, the Fed signaled this week that higher-than-expected inflation would not be allowed to persist, opening up the door for faster stimulus tapering. That weighs on the appeal of non-interest bearing gold. UBS Group AG forecasts prices at $1,600 an ounce by year-end, compared with about $1,780 now.</p>","source":"lsy1584095487587","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>Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet</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\">\nCommodities Bulls Nurse Their Wounds But Fight’s Not Over Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.\nVast amounts of stimulus, economies ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103331073","content_text":"The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.\nVast amounts of stimulus, economies reopening from the pandemic and strong Chinese demand have driven a surge in raw-material prices this year, some to record highs. Yet they’ve slumped in the past two weeks -- with somewiping outgains for the year -- on a more hawkish U.S. monetary policy tone, China’s bid to cool inflation pressures and better weather for crops.\nWhile that’s blown away some of the speculative froth from the market, the big question is whether the latest commodities bull run has passed its peak or is just taking a breather.\nEither way, the direction may not be broad based, with each market having its own individual levers pushing and pulling. Copper traders need to balance a short-term cooling in China with long-termgreen-energy prospects. Oil’s dip could be limited by falling stockpiles and supply concerns, iron ore is being whipsawed by Chinese policies, while gold will largely be at the mercy of when Federal Reserve tapering starts.\n\n“I can still see a lot of inflationary pressures in the supply chain, and the reality is that it’s going up,” said Michael Widmer, head of metals research at Bank of America Merrill Lynch in London. “From a commodity-price perspective, I can see the structural argument still for prices to stay elevated or go higher going forward.”\nCopper\nTheyear-longrally to a record in May was sparked by surging Chinese demand, but there are signs orders from manufacturers are starting to wane.\nBulls are confident that the rest of the world will pick up the slack as renewable energy and electric-vehicle investment creates a step-change in demand in Europe and North America. Still, it could be a while before that spending makes its way to factory order books, and softer demand in the meantime could embolden bears who say current high prices aren’t justified by fundamentals.\nIron Ore\nIt might be particularly hard to predict the trajectory for iron ore, themost volatilecommodity right now. It surged to a record, collapsed into a bear market and then rebounded back into a bull market within a matter of weeks traders grappled with the murky outlook for demand in top consumer China.\nBoth bulls and bears are keeping a close eye on China’s simultaneous goals to contain the inflationary pressures stemming from high commodity prices and to make its vast steel sector greener. The country’s steel output is still on track to smashanother recordthis year, which might prompt further actions from authorities to restrict production and whipsaw iron ore yet again.\nAgriculture\nShowers across the U.S. corn belt and uncertainty over biofuel policy have helped send crop markets tumbling lately, but much more rain will be needed to ensure bumper harvests in one of the world’s top suppliers. More than a third of America’s corn and soybean area is suffering fromdrought, afterrecord-breakingheatwaves.\nShowers are set to span the U.S. Corn Belt on Saturday\nIt’s a China story on the demand side, with the nation’s huge imports sending crop and hog futures soaring in the past year. Major traders like Cargill Inc. and Viterra say crop markets are in a “mini-supercycle” that could last half a decade, driven by increased biofuel demand and continued Chinese buying.\nOil\nFocus is already turning to how sharply demand will recover over the summer. While there are signs the U.S. is leading the way as western economies reopen, the spread of the delta variant of the coronavirus, first identified in India, is raising renewed concern about the path for consumption in parts of Asia.\nFor now, it looks as though the market is going to need extra supply in the second half of the year. The OPEC+ group is yet to confirm plans for production beyond July, while U.S. shale producers continue to preach discipline as they’remaking moneyagain. All the more reason then, that the focus is so intense on when the market will see Iranian supply return astalks with the U.S.continue.\nGold\nBullion is more susceptible to Federal Reserve actions than perhaps any other commodity. It tumbled to the lowest since early May after the U.S. central bank signaledmonetary policy tighteningcould start earlier than expected and the dollar jumped.\n\nAlthough the precious metal is often bought as a hedge against inflation, the Fed signaled this week that higher-than-expected inflation would not be allowed to persist, opening up the door for faster stimulus tapering. That weighs on the appeal of non-interest bearing gold. UBS Group AG forecasts prices at $1,600 an ounce by year-end, compared with about $1,780 now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162774399,"gmtCreate":1624078353511,"gmtModify":1703828409798,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Is this a tips?","listText":"Is this a tips?","text":"Is this a tips?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162774399","repostId":"2144218770","repostType":4,"repost":{"id":"2144218770","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624060559,"share":"https://ttm.financial/m/news/2144218770?lang=&edition=fundamental","pubTime":"2021-06-19 07:55","market":"us","language":"en","title":"Ex-Tesla president sold stocks worth $247 million since June 10-SEC filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2144218770","media":"Reuters","summary":"BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc executive and president Jerome Guillen, wh","content":"<p>BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc&nbsp;executive and president Jerome Guillen, who left the company earlier in June, has sold an estimated $274 million worth of shares after exercising stock options since June 10, according to a filing with the Securities and Exchange Commission <a href=\"https://laohu8.com/S/SEC.UK\">$(SEC.UK)$</a>.</p>\n<p>The filing, which was submitted to the SEC on Tuesday, said that Guillen expected to sell 215,718 shares for $129 million that day, and that he offloaded another 145,289 stocks worth $89.6 million on June 14, and 90,111 stocks worth $55 million on June 10.</p>\n<p>\"It could raise some eyebrows for investors,\" Wedbush Securities analyst Daniel Ives said, adding that investors are going to watch closely to see if he sells more.</p>\n<p>Guillen, a former Mercedes engineer who was with Tesla since 2010, oversaw the company's entire vehicles business before being named president of the Tesla Heavy Trucking unit in March. He left the company on June 3.</p>\n<p>The departure of Guillen, <a href=\"https://laohu8.com/S/AONE\">one</a> of Tesla's top four leaders, including CEO Elon Musk, has sparked market concerns about Tesla's future vehicle programs like the Semi electric trucks and new batteries called 4680 cells.</p>\n<p>Stock options give employees and executives the right to buy their company's stock at a specified price for a certain period of time. When share prices rise above the exercise price, they can buy the stocks at discounted prices.</p>\n<p>It was not immediately known how much Guillen paid to exercise the options.</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>Ex-Tesla president sold stocks worth $247 million since June 10-SEC filing</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\">\nEx-Tesla president sold stocks worth $247 million since June 10-SEC filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-19 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc&nbsp;executive and president Jerome Guillen, who left the company earlier in June, has sold an estimated $274 million worth of shares after exercising stock options since June 10, according to a filing with the Securities and Exchange Commission <a href=\"https://laohu8.com/S/SEC.UK\">$(SEC.UK)$</a>.</p>\n<p>The filing, which was submitted to the SEC on Tuesday, said that Guillen expected to sell 215,718 shares for $129 million that day, and that he offloaded another 145,289 stocks worth $89.6 million on June 14, and 90,111 stocks worth $55 million on June 10.</p>\n<p>\"It could raise some eyebrows for investors,\" Wedbush Securities analyst Daniel Ives said, adding that investors are going to watch closely to see if he sells more.</p>\n<p>Guillen, a former Mercedes engineer who was with Tesla since 2010, oversaw the company's entire vehicles business before being named president of the Tesla Heavy Trucking unit in March. He left the company on June 3.</p>\n<p>The departure of Guillen, <a href=\"https://laohu8.com/S/AONE\">one</a> of Tesla's top four leaders, including CEO Elon Musk, has sparked market concerns about Tesla's future vehicle programs like the Semi electric trucks and new batteries called 4680 cells.</p>\n<p>Stock options give employees and executives the right to buy their company's stock at a specified price for a certain period of time. When share prices rise above the exercise price, they can buy the stocks at discounted prices.</p>\n<p>It was not immediately known how much Guillen paid to exercise the options.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144218770","content_text":"BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc executive and president Jerome Guillen, who left the company earlier in June, has sold an estimated $274 million worth of shares after exercising stock options since June 10, according to a filing with the Securities and Exchange Commission $(SEC.UK)$.\nThe filing, which was submitted to the SEC on Tuesday, said that Guillen expected to sell 215,718 shares for $129 million that day, and that he offloaded another 145,289 stocks worth $89.6 million on June 14, and 90,111 stocks worth $55 million on June 10.\n\"It could raise some eyebrows for investors,\" Wedbush Securities analyst Daniel Ives said, adding that investors are going to watch closely to see if he sells more.\nGuillen, a former Mercedes engineer who was with Tesla since 2010, oversaw the company's entire vehicles business before being named president of the Tesla Heavy Trucking unit in March. He left the company on June 3.\nThe departure of Guillen, one of Tesla's top four leaders, including CEO Elon Musk, has sparked market concerns about Tesla's future vehicle programs like the Semi electric trucks and new batteries called 4680 cells.\nStock options give employees and executives the right to buy their company's stock at a specified price for a certain period of time. When share prices rise above the exercise price, they can buy the stocks at discounted prices.\nIt was not immediately known how much Guillen paid to exercise the options.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":212348464689256,"gmtCreate":1692882726299,"gmtModify":1692882732725,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"I already say before on my last post.. bullish for palantir.. will hit above $25 by end of this year&nbsp;","listText":"I already say before on my last post.. bullish for palantir.. will hit above $25 by end of this year&nbsp;","text":"I already say before on my last post.. bullish for palantir.. will hit above $25 by end of this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212348464689256","repostId":"2361628867","repostType":2,"repost":{"id":"2361628867","kind":"highlight","pubTimestamp":1692881441,"share":"https://ttm.financial/m/news/2361628867?lang=&edition=fundamental","pubTime":"2023-08-24 20:50","market":"us","language":"en","title":"This Could Give Palantir's Stock a Big Boost This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2361628867","media":"Motley Fool","summary":"Management expects that the stock may soon be added to the S&P 500.","content":"<html><head></head><body><p><strong>Palantir Technologies</strong> (PLTR 1.17%) is a data analytics company that has been one of the hottest investments to own on the market this year. Trading up nearly 130% so far in 2023, the tech stock has soundly beaten the <strong>S&amp;P 500</strong> this year, and its top and bottom lines have been showing improvement. And there could soon be a lot more bullishness surrounding the stock.</p><h2 id=\"id_507841546\">Palantir may soon be in the S&amp;P 500</h2><p>The top 500 companies traded on U.S. exchanges find their way onto the S&amp;P 500 index (assuming they meet certain other criteria as well), and making it into the top index is a big milestone. Being in the index means more visibility for a stock, more investors adding it to their portfolios, more index funds that track the S&amp;P 500 adding shares, and a potentially higher share price as a result of all this added interest.</p><p>Palantir has a market cap of over $30 billion, and it&#39;s already a fairly large business. It has been doing well this year due to the growing popularity of artificial intelligence (AI) and data analysis. The company&#39;s CEO, Alex Karp, believes that the company may soon become eligible for listing on the S&amp;P 500.</p><h2 id=\"id_1634192361\">Why isn&#39;t Palantir&#39;s stock already in the index?</h2><p>A key criterion for a stock to be included in the S&amp;P 500 is that it needs to be profitable over the past four quarters. That&#39;s what&#39;s currently holding Palantir&#39;s business back because, while it has been profitable for three straight quarters, over the trailing 12 months its bottom line remains in the red:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a76111dbe9523727e97f144cb22d40a\" tg-width=\"720\" tg-height=\"433\"/></p><p>PLTR Net Income (TTM) data by YCharts.</p><p>Palantir&#39;s business is trending in the right direction, and Karp believes that after the company&#39;s next round of quarterly results, which will come out in November, and Palantir presumably posts another profit, it will be able to clear that hurdle. </p><p>That doesn&#39;t, however, mean that Palantir will automatically get added to the index. A committee still has to agree to add the stock to the S&amp;P 500. So even though Palantir&#39;s stock may seem like a safe bet to make it in there, given its size, liquidity, and profitability, it could still take some time before it makes it into the index.</p><h2 id=\"id_436361418\">Palantir&#39;s results have been improving</h2><p>Palantir has been an exciting growth stock to own in recent years, but the big knock on it has been that its operations weren&#39;t profitable. And that&#39;s likely a key reason that shares of the company fell by 65% last year. As investors grew concerned about stocks amid rising inflation, they dumped unprofitable and risky growth stocks in the process.</p><p>Now, with Palantir expecting positive net income for each quarter of 2023 and still expecting revenue growth, it has found its way back into the good graces of investors. Last quarter, for the period ending June 30, sales of $533.3 million grew at a rate of 13%. And net income of $28.1 million was a significant improvement from the $179.3 million loss Palantir recorded in the same period last year. </p><h2 id=\"id_2296761318\">Is Palantir&#39;s stock a buy?</h2><p>Palantir isn&#39;t a cheap stock to own as it trades at 63 times its estimated future profits and more than 10 times its book value. Even if the company continues to grow and the stock does rise in value once it gets added to the S&amp;P 500, the risk is that investors are already pricing in a lot of its future growth. There could be significant downside risk to owning the stock at such an inflated price tag.</p><p>I would wait until at least another quarter or two to see how the company&#39;s growth rate is doing and to see if Palantir&#39;s AI offerings are starting to pay off. With a 13% growth rate last quarter, that doesn&#39;t exactly scream growth right now, which is why I would take a wait-and-see approach with the stock for the time being.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Could Give Palantir's Stock a Big Boost This Year</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\">\nThis Could Give Palantir's Stock a Big Boost This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-24 20:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/23/this-could-give-palantir-stock-a-big-boost-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR 1.17%) is a data analytics company that has been one of the hottest investments to own on the market this year. Trading up nearly 130% so far in 2023, the tech stock has ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/23/this-could-give-palantir-stock-a-big-boost-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/08/23/this-could-give-palantir-stock-a-big-boost-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2361628867","content_text":"Palantir Technologies (PLTR 1.17%) is a data analytics company that has been one of the hottest investments to own on the market this year. Trading up nearly 130% so far in 2023, the tech stock has soundly beaten the S&P 500 this year, and its top and bottom lines have been showing improvement. And there could soon be a lot more bullishness surrounding the stock.Palantir may soon be in the S&P 500The top 500 companies traded on U.S. exchanges find their way onto the S&P 500 index (assuming they meet certain other criteria as well), and making it into the top index is a big milestone. Being in the index means more visibility for a stock, more investors adding it to their portfolios, more index funds that track the S&P 500 adding shares, and a potentially higher share price as a result of all this added interest.Palantir has a market cap of over $30 billion, and it's already a fairly large business. It has been doing well this year due to the growing popularity of artificial intelligence (AI) and data analysis. The company's CEO, Alex Karp, believes that the company may soon become eligible for listing on the S&P 500.Why isn't Palantir's stock already in the index?A key criterion for a stock to be included in the S&P 500 is that it needs to be profitable over the past four quarters. That's what's currently holding Palantir's business back because, while it has been profitable for three straight quarters, over the trailing 12 months its bottom line remains in the red:PLTR Net Income (TTM) data by YCharts.Palantir's business is trending in the right direction, and Karp believes that after the company's next round of quarterly results, which will come out in November, and Palantir presumably posts another profit, it will be able to clear that hurdle. That doesn't, however, mean that Palantir will automatically get added to the index. A committee still has to agree to add the stock to the S&P 500. So even though Palantir's stock may seem like a safe bet to make it in there, given its size, liquidity, and profitability, it could still take some time before it makes it into the index.Palantir's results have been improvingPalantir has been an exciting growth stock to own in recent years, but the big knock on it has been that its operations weren't profitable. And that's likely a key reason that shares of the company fell by 65% last year. As investors grew concerned about stocks amid rising inflation, they dumped unprofitable and risky growth stocks in the process.Now, with Palantir expecting positive net income for each quarter of 2023 and still expecting revenue growth, it has found its way back into the good graces of investors. Last quarter, for the period ending June 30, sales of $533.3 million grew at a rate of 13%. And net income of $28.1 million was a significant improvement from the $179.3 million loss Palantir recorded in the same period last year. Is Palantir's stock a buy?Palantir isn't a cheap stock to own as it trades at 63 times its estimated future profits and more than 10 times its book value. Even if the company continues to grow and the stock does rise in value once it gets added to the S&P 500, the risk is that investors are already pricing in a lot of its future growth. There could be significant downside risk to owning the stock at such an inflated price tag.I would wait until at least another quarter or two to see how the company's growth rate is doing and to see if Palantir's AI offerings are starting to pay off. With a 13% growth rate last quarter, that doesn't exactly scream growth right now, which is why I would take a wait-and-see approach with the stock for the time being.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210314287607896,"gmtCreate":1692371064598,"gmtModify":1692371069463,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"in less than 6 months Palantir will hit $24. I can't tell you much but but take my word for it.&nbsp;","listText":"in less than 6 months Palantir will hit $24. I can't tell you much but but take my word for it.&nbsp;","text":"in less than 6 months Palantir will hit $24. I can't tell you much but but take my word for it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210314287607896","repostId":"1194566886","repostType":2,"repost":{"id":"1194566886","kind":"news","pubTimestamp":1692370340,"share":"https://ttm.financial/m/news/1194566886?lang=&edition=fundamental","pubTime":"2023-08-18 22:52","market":"us","language":"en","title":"Why $19 Seems Like An Unbreachable Wall For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1194566886","media":"Seeking Alpha","summary":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ","content":"<html><head></head><body><h2 id=\"id_2982547506\" style=\"text-align: left;\">Summary</h2><ul><li><p>Palantir&#39;s stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.</p></li><li><p>This is in line with our concerns about the durability of Palantir&#39;s growth prospects, especially given uncertainties still on AI Platform (&#34;AIP&#34;) monetization.</p></li><li><p>The stock&#39;s recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir&#39;s growth trajectory, and drive expanded TAM capture.</p></li><li><p>We explain why our view on the stock has not changed from Palantir&#39;s Q2 earnings in the following analysis.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca0459f275b9aed733014624cae2dc80\" alt=\"Michael Vi/iStock Editorial via Getty Images\" title=\"Michael Vi/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p style=\"text-align: left;\">In our previous coverage on the Palantir <a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"(\" class=\"\">(</a>NYSE:PLTR<a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\")\" class=\"\">)</a> stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock&#39;s gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management&#39;s repeated narrative over the new solution&#39;s uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.</p><p style=\"text-align: left;\">Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir&#39;s recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir&#39;s fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results <a href=\"https://www.bloomberg.com/news/articles/2023-06-15/adobe-raises-sales-forecast-as-company-rolls-out-new-ai-features\" title=\"reported\" class=\"paywall-full-content no-summary-bullets\">reported</a> by its software peers so far in the early stages of ramping up their respective go-to-market strategies.</p><p style=\"text-align: left;\">Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.</p><blockquote></blockquote><blockquote>And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.</blockquote><blockquote><em>Source: </em>Palantir 2Q23 Earnings Call Transcript</blockquote><p style=\"text-align: left;\">While management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.</p><h2 id=\"id_3329530659\" style=\"text-align: left;\">AIP Update</h2><p style=\"text-align: left;\">Management’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:</p><ul><li><p>Jacobs (<a href=\"https://seekingalpha.com/symbol/J?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"Jacobs Solutions Inc.\" class=\"\">J</a>): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.</p></li><li><p>J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.</p></li><li><p>Novartis<strong> </strong>(NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&amp;D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis&#39; intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.</p></li></ul><p style=\"text-align: left;\">Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.</p><p style=\"text-align: left;\">Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.</p><blockquote></blockquote><blockquote>AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">Yet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.</p><p style=\"text-align: left;\">Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.</p><p style=\"text-align: left;\">The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.</p><h2 id=\"id_3610807772\" style=\"text-align: left;\">Fundamental Considerations</h2><p style=\"text-align: left;\">We view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.</p><p style=\"text-align: left;\">Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.</p><p style=\"text-align: left;\">Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:</p><blockquote>We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">This would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21abb7c4b2498cbc0b0cad96d08a30e9\" alt=\"Author\" title=\"Author\" tg-width=\"588\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/259ee7314340f7d0699c50972c34432d\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"280\"/><span>Author</span></p><p style=\"text-align: left;\">Over the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cbf826470846652f20ce2aae94bcb28\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"75\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/571d715af2ef8f1159df1458e2e08fff\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"271\"/><span>Author</span></p><p style=\"text-align: left;\">On the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24f75ab15d755ac5591ea9c40595b3d7\" alt=\"Author\" title=\"Author\" tg-width=\"607\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/828efe36f6b8ed118439562ff3d02894\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"273\"/><span>Author</span></p><p style=\"text-align: left;\">We expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d154f6410487bcf825bc7ff0c9d13db1\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"71\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/946431f4a2298e8bb7e965d9104d1f9f\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"272\"/><span>Author</span></p><p style=\"text-align: left;\">On the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2fe5736c516d140d1efc930f75b1146\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"74\"/><span>Author</span></p><p style=\"text-align: left;\">However, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ab65af574ad84ec1768dcea1db6d50a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"173\"/><span>Author</span></p><h2 id=\"id_2680626460\" style=\"text-align: left;\">Valuation Considerations</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f061eaa304f499e893b11d325bf13940\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"256\"/><span>Author</span></p><p style=\"text-align: left;\">Taking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dac7b715577070578ff49cbcd608ed6\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"274\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f72b94a21f97a3509fcf962c23574f5a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"191\"/><span>Author</span></p><p style=\"text-align: left;\">In the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&amp;P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.</p><p style=\"text-align: left;\">Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.</p><h2 id=\"id_1174491677\" style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">Coming out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $19 Seems Like An Unbreachable Wall For Palantir</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\">\nWhy $19 Seems Like An Unbreachable Wall For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-18 22:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194566886","content_text":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's growth prospects, especially given uncertainties still on AI Platform (\"AIP\") monetization.The stock's recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir's growth trajectory, and drive expanded TAM capture.We explain why our view on the stock has not changed from Palantir's Q2 earnings in the following analysis.Michael Vi/iStock Editorial via Getty ImagesIn our previous coverage on the Palantir (NYSE:PLTR) stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock's gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management's repeated narrative over the new solution's uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir's recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir's fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results reported by its software peers so far in the early stages of ramping up their respective go-to-market strategies.Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.Source: Palantir 2Q23 Earnings Call TranscriptWhile management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.AIP UpdateManagement’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:Jacobs (J): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.Novartis (NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis' intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.Source: Palantir 2Q23 Earnings Call TranscriptYet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.Fundamental ConsiderationsWe view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.Source: Palantir 2Q23 Earnings Call TranscriptThis would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.AuthorAuthorOver the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.AuthorAuthorOn the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.AuthorAuthorWe expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.AuthorAuthorOn the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.AuthorHowever, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.AuthorValuation ConsiderationsAuthorTaking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.AuthorAuthorIn the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.The Bottom LineComing out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210314914414720,"gmtCreate":1692371120839,"gmtModify":1692371130477,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"I sold my palantir at $19.. entered again at $14.8","listText":"I sold my palantir at $19.. entered again at $14.8","text":"I sold my palantir at $19.. entered again at $14.8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210314914414720","repostId":"1194566886","repostType":2,"repost":{"id":"1194566886","kind":"news","pubTimestamp":1692370340,"share":"https://ttm.financial/m/news/1194566886?lang=&edition=fundamental","pubTime":"2023-08-18 22:52","market":"us","language":"en","title":"Why $19 Seems Like An Unbreachable Wall For Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1194566886","media":"Seeking Alpha","summary":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ","content":"<html><head></head><body><h2 id=\"id_2982547506\" style=\"text-align: left;\">Summary</h2><ul><li><p>Palantir&#39;s stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.</p></li><li><p>This is in line with our concerns about the durability of Palantir&#39;s growth prospects, especially given uncertainties still on AI Platform (&#34;AIP&#34;) monetization.</p></li><li><p>The stock&#39;s recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir&#39;s growth trajectory, and drive expanded TAM capture.</p></li><li><p>We explain why our view on the stock has not changed from Palantir&#39;s Q2 earnings in the following analysis.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca0459f275b9aed733014624cae2dc80\" alt=\"Michael Vi/iStock Editorial via Getty Images\" title=\"Michael Vi/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p style=\"text-align: left;\">In our previous coverage on the Palantir <a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"(\" class=\"\">(</a>NYSE:PLTR<a href=\"https://seekingalpha.com/symbol/PLTR?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\")\" class=\"\">)</a> stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock&#39;s gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management&#39;s repeated narrative over the new solution&#39;s uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.</p><p style=\"text-align: left;\">Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir&#39;s recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir&#39;s fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results <a href=\"https://www.bloomberg.com/news/articles/2023-06-15/adobe-raises-sales-forecast-as-company-rolls-out-new-ai-features\" title=\"reported\" class=\"paywall-full-content no-summary-bullets\">reported</a> by its software peers so far in the early stages of ramping up their respective go-to-market strategies.</p><p style=\"text-align: left;\">Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.</p><blockquote></blockquote><blockquote>And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.</blockquote><blockquote><em>Source: </em>Palantir 2Q23 Earnings Call Transcript</blockquote><p style=\"text-align: left;\">While management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.</p><h2 id=\"id_3329530659\" style=\"text-align: left;\">AIP Update</h2><p style=\"text-align: left;\">Management’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:</p><ul><li><p>Jacobs (<a href=\"https://seekingalpha.com/symbol/J?hasComeFromMpArticle=true&amp;source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link\" title=\"Jacobs Solutions Inc.\" class=\"\">J</a>): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.</p></li><li><p>J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.</p></li><li><p>Novartis<strong> </strong>(NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&amp;D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis&#39; intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.</p></li></ul><p style=\"text-align: left;\">Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.</p><p style=\"text-align: left;\">Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.</p><blockquote></blockquote><blockquote>AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">Yet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.</p><p style=\"text-align: left;\">Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.</p><p style=\"text-align: left;\">The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.</p><h2 id=\"id_3610807772\" style=\"text-align: left;\">Fundamental Considerations</h2><p style=\"text-align: left;\">We view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.</p><p style=\"text-align: left;\">Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.</p><p style=\"text-align: left;\">Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:</p><blockquote>We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.</blockquote><blockquote><em>Source: Palantir 2Q23 Earnings Call Transcript</em></blockquote><p style=\"text-align: left;\">This would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21abb7c4b2498cbc0b0cad96d08a30e9\" alt=\"Author\" title=\"Author\" tg-width=\"588\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/259ee7314340f7d0699c50972c34432d\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"280\"/><span>Author</span></p><p style=\"text-align: left;\">Over the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cbf826470846652f20ce2aae94bcb28\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"75\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/571d715af2ef8f1159df1458e2e08fff\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"271\"/><span>Author</span></p><p style=\"text-align: left;\">On the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24f75ab15d755ac5591ea9c40595b3d7\" alt=\"Author\" title=\"Author\" tg-width=\"607\" tg-height=\"102\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/828efe36f6b8ed118439562ff3d02894\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"273\"/><span>Author</span></p><p style=\"text-align: left;\">We expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d154f6410487bcf825bc7ff0c9d13db1\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"71\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/946431f4a2298e8bb7e965d9104d1f9f\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"272\"/><span>Author</span></p><p style=\"text-align: left;\">On the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2fe5736c516d140d1efc930f75b1146\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"74\"/><span>Author</span></p><p style=\"text-align: left;\">However, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ab65af574ad84ec1768dcea1db6d50a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"173\"/><span>Author</span></p><h2 id=\"id_2680626460\" style=\"text-align: left;\">Valuation Considerations</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f061eaa304f499e893b11d325bf13940\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"256\"/><span>Author</span></p><p style=\"text-align: left;\">Taking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dac7b715577070578ff49cbcd608ed6\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"274\"/><span>Author</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f72b94a21f97a3509fcf962c23574f5a\" alt=\"Author\" title=\"Author\" tg-width=\"640\" tg-height=\"191\"/><span>Author</span></p><p style=\"text-align: left;\">In the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&amp;P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.</p><p style=\"text-align: left;\">Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.</p><h2 id=\"id_1174491677\" style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">Coming out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $19 Seems Like An Unbreachable Wall For Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $19 Seems Like An Unbreachable Wall For Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-18 22:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4629564-why-19-seems-like-an-unbreachable-wall-for-palantir","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1194566886","content_text":"SummaryPalantir's stock has slipped from its year-to-date high back to the mid-teens after Q2 earnings, in line with our PT at $14.This is in line with our concerns about the durability of Palantir's growth prospects, especially given uncertainties still on AI Platform (\"AIP\") monetization.The stock's recent pullback highlights increasing urgency from investors for tangible proof that AIP could be accretive to Palantir's growth trajectory, and drive expanded TAM capture.We explain why our view on the stock has not changed from Palantir's Q2 earnings in the following analysis.Michael Vi/iStock Editorial via Getty ImagesIn our previous coverage on the Palantir (NYSE:PLTR) stock, we discussed why we think its steep surge in valuation is more prone than not to a downward adjustment back to a more neutral, mid-teens level in the near-term. Specifically, much of the stock's gains over the last three months since announcing the AI Platform have largely been driven by market expectations. Despite resilient interest from both investors and Palantir product end-users in AIP, management's repeated narrative over the new solution's uncertain monetization strategy was a bogey that markets are finally coming to grips with after Q2 earnings.Admittedly, CEO Alex Karp has been a man of his words as of late, leading his team on the delivery of consistent GAAP profitability at the company, bolstered by a stark jump to GAAP operating income as well for two consecutive quarters this year. And he could very well do it again by surprising markets with a clear plan on how AIP could be the lifeline to Palantir's recently stalling growth. Looking ahead, even if Palantir does offer greater granularity on how it plans to capture generative AI opportunities via AIP (cue the upcoming AIPCon 2.0 as a potential stage for the surprise to land), we expect any ensuing positive impact on Palantir's fundamentals and stock (bull case PT $19) to be gradual in the immediate-term, in line with modest tangible AI-related results reported by its software peers so far in the early stages of ramping up their respective go-to-market strategies.Investors are likely to mull on the durability of the underlying business’ growth prospects as Palantir ramps up deployment and monetization of AI Platform, all while balancing the Strategic Commercial Contract dud, alongside lumpiness in government contract wins and ensuing revenue recognition. For now, the stock continues to find resilience in the $15 range, which is largely in line with our previous analysis, considering investors’ continued shift in focus towards whether Palantir could sustainably monetize from impending AI growth opportunities. And this remains a huge question mark even coming out of Palantir’s second quarter earnings release, as management continues to prioritize driving awareness in AIP over monetization in the near-term.And that’s what’s going on in the market and that gets to when we actually monetize this, we will monetize…We will figure out how to monetize it. First, we’re teaching the market what it is.Source: Palantir 2Q23 Earnings Call TranscriptWhile management’s latest commentary is supportive of positive progress in driving adoption of AIP across both the public and private sectors, underscoring durable interest for the nascent offering, tangible proof remains lacking on the extent of which Palantir could properly monetize from the emerging trend. There are also uncertainties over whether prospective AIP contributions would be incremental to or just supportive of Palantir’s planned long-term growth trajectory (30%+ annualized growth). We expect AIP monetization to be the next catalyst, following Palantir’s achievement of consistent quarterly GAAP profitability, critical to unlocking pent-up value in the stock, given the nascent technology remains a value accretive factor over the longer-term. But limited visibility into the strategy’s roadmap is expected to keep the stock rangebound over the near-term.AIP UpdateManagement’s recent commentary underscores optimism over the pervasive TAM expansion opportunities observed across both its commercial and government segments enabled by the deployment of AIP. This continues to complement the “land-and-expand” strategy at the heart of Palantir’s business model, which is corroborated by the overwhelming interest in AIP from its existing customers:Jacobs (J): As discussed in our previous coverage, Jacobs Solutions has recently expanded its partnership with Palantir beyond the development of an industry-tailored version of Foundry, becoming an early user of AIP. Jacobs how relies on AIP to “monitor current system conditions and conduct future infrastructure in real time”, freeing up weeks to months of billable hours that can be reallocated towards creating additional value and better solutions for its clients. During AIPCon in June, Jacobs CEO Bob Pragada had highlighted AIP’s ability to “enable speed, scale and focus without sacrificing security in extracting value from data” as a key value proposition of the new solution. This includes driving real-time, real-life case studies into Jacobs’ water management solutions across a wide array of “challenging environmental conditions”, which is critical for the future planning and development of critical infrastructure.J.D. Power: J.D. Power currently leverages AIP to drive insight from consolidated automotive OEM datasets, spanning “incentives, retail sales, valuations vehicle configuration, service and warranty, new and used inventory, and automobile customer experience data”. The collaboration aims at “transforming the way automakers, dealers, insurers and financing companies leverage data-driven insights” in the automotive industry. The latest development is an expansion of J.D. Power’s existing partnership with Palantir in leveraging Foundry for driving “repair analytics, intelligent alerts [on industry trends], EV battery health analytics, and digital journey optimization”. At AIPCon, J.D. Power’s Chief Digital and Technology Officer Bernardo Rodriguez highlights how AIP is able to accelerate time from data analysis to driving insight and ensuing deployment into applications relevant for automotive use cases.Novartis (NVS): The pharmaceutical giant is leveraging AIP to accelerate its R&D efforts across drug discovery and development. The expanded partnership builds on its joint creation of “The data42 program shows Novartis' intent to go big on data and digital” with Palantir five years ago. data42 represents an “integrated data lake” of “2 million patient-years of data”, and leverages AI to generate valuable insights critical to the design and discovery of “new drugs based purely on data”. And the expanded adoption of AIP is expected to further accelerate related efforts, creating a “fundamental advantage” for the company.Meanwhile, AIP’s independence from existing Palantir operating systems like Foundry and Gotham also draws interest from both existing and prospective new customers across various industries, as evidenced by ongoing sales discussions with 300+ organizations. The results continue to corroborate consistently positive progress in management’s aims to of “teaching the market” what AIP is first, considering robust take-rates in the short 10 weeks since launch.Specifically, following AIPCon in early June, where Palantir and its partners had provided a deep dive into the value that AIP is capable of delivering for end users, management was able to better present close-to-home use cases for the new solution ahead of emerging interest for the nascent technology. In addition to the typical buzz words like “large language models” often associated with generative AI, management had laid out specific use cases for AIP – including the “productivity suite of applications”, providing a glimpse into how it plans to capture related opportunities across enterprise end markets.AIP Builder allows you to build your data pipelines with natural semantics. AIP Terminal is the command line for your AI operating system, enabling you to dynamically wheel your ontology tools and applications for ad-hoc exploration and problem solving. AIP Logic enables you to build LLM-backed functions with rich tool composition in its developer tool chain. And AIP Automate, lets you turn those Logic functions into agents, copilots and automations. One more item in the suite I want to highlight. AIP Assist, which accelerates today’s users and users of AIP, Gotham and Foundry by providing help and helpers dynamically. AIP Assist is configured to be toolaware. So it knows not only everything from the product documentation, it also knows what actions it can take to manipulate the application state to actually resolve and advance the user’s workflow.Source: Palantir 2Q23 Earnings Call TranscriptYet, this also makes it difficult to not draw comparisons between AIP’s productivity suite and other AI-enabled “copilot” offerings announced by hyperscalers like Microsoft (MSFT), Google (GOOG / GOOGL), and Amazon (AMZN) to date since the debut of OpenAI’s ChatGPT. Those that have been closely following big tech developments in AI would know that LLM-as-a-service offerings – most notably represented as a LLM “marketplace” – alongside their deployment into related applications have been ramping up rapidly among hyperscalers, spanning Amazon Web Services’ Bedrock, Azure OpenAI Service, Microsoft Copilot productivity tools, Google Cloud Platform’s BigQuery, to name a few.Related developments underscore risks of significant competitive headwinds for the deployment and monetization of Palantir’s AIP over the longer-term, especially as most enterprises of all sizes have either already adopted or are considering migration to AWS, GCP and/or Azure as a primary cloud service provider. This essentially reinforces the hyperscalers’ competitive advantage in capturing a meaningful share of emerging generative AI growth opportunities. With Palantir still trying to get the word on AIP’s value proposition out onto the streets, with no fundamental roadmap for monetizing the new tool in the near-term, it remains difficult to build confidence on related long-term revenue opportunities stemming from the company’s relatively nominal customer count of 421.The current lack of visibility into AIP’s monetization roadmap is further exacerbated by the little detail management has provided on the matter in Palantir’s latest earnings call, other than diving into the “value proposition of AIP”. Related uncertainties and competitive risks continue to highlight AIP monetization as a key focus area for investors, especially considering Palantir’s tempered growth trends in recent quarters despite progress in maintaining GAAP profitability. Looking ahead, we expect AIPCon 2.0 coming September as the next key event on the watch list. Details on Palantir’s AIP strategy would be a welcomed affair, as the new solutions continues to be both an opportunity and a threat to the stock’s near-term prospects – an opportunity in the sense that AIP could be a TAM expanding catalyst for Palantir ahead of emerging generative AI opportunities, and a threat in the sense that the low level of visibility into its monetization roadmap could be a limiting factor for the stock’s near-term upside potential, especially as Palantir’s larger competitors in the field have already started to report tangible results from new AI technology deployments.Fundamental ConsiderationsWe view the winding down of Palantir’s Strategic Commercial Contract revenues, alongside the currently cautious enterprise IT spending environment as a key risk to commercial segment sales. This is further exacerbated by the unpredictability of government contract wins and lumpiness in related revenue recognition – particularly in core U.S. operations. Related risks remain prominent as observed through the sequential decline of commercial revenue during the second quarter, which would have been a gain if it were not for the drastic drop in sales relevant to Palantir’s SPAC investment agreements as management had previous cautioned.Meanwhile, sequential deceleration in government revenues, dragged primarily by U.S. declines despite acceleration in the UK, continue to highlight the impact of unpredictable timing associated with contract renewals / expansion and fulfillment. The challenge is further highlighted by the double-digit percentage y/y decline in total contract value to $642 million (despite management’s selective focus on the 62% sequential growth) and flat total remaining deal value of $3.4 billion from the first quarter, raising concerns over potentially waning strength in Palantir’s core government business.Taken together, we view management’s tightened revenue guidance of $2.212 billion for full year 2023, which falls only slightly above the midpoint of previously guided full year sales between $2.18 billion to $2.23 billion, as adequately reflective of the near-term growth uncertainties. Specifically, in our base case forecast, we are expecting commercial revenue to total $236.9 million in the current period, and $243.0 million in the fourth quarter, taking the full year 2023 estimated total to $947.8 million. This would represent decelerated growth in 2H23 of 17% y/y, compared with 20% in 2H22. The assumption takes into consideration the commercial segment’s effective land and expand strategy, which is not only evident in rapid adoption of AIP among existing enterprise partners, but also revenue expansion from its largest U.S. commercial customers:We had over two dozen U.S. commercial customers that brought in more than $1 million in revenue each during last quarter alone and we’re seeing outsized growth from our newest customers, 54% of the U.S. commercial revenue, excluding strategic commercial contracts is from customers that have started since the beginning of 2021 with nearly all of the year-over-year growth coming from those same customers. We expect this trend to continue.Source: Palantir 2Q23 Earnings Call TranscriptThis would be offset by ongoing declines in Strategic Commercial Contract revenues, which management is expecting to fall from $19 million in the second quarter to between $14 million and $16 million in the current period, with further reductions in the fourth quarter.AuthorAuthorOver the longer-term, ramping up monetization of AIP, alongside continued land and expansion for adoption of existing commercial platforms would be critical to driving reacceleration in growth. This would also be key to ensuring sustainable expansion of cash flows underpinning the stock’s upside potential. But considering limited visibility into AIP’s monetization roadmap, we remain cautious on Palantir’s previous guide for achieving $4 billion in revenue by 2025, which would require annual growth of more than 30% over the next two years – a long shot from a more reasonable pace of growth in the teens to 20% range, considering its current demand environment.AuthorAuthorOn the government front, we are forecasting revenue growth in the teens to low-20% range exiting 2023. This considers strong acceleration in government revenue during the second half of 2022, which could potentially make a tough comparison headed into the second half of 2023 – especially taken together with the unpredictable nature of contract wins and performance timelines.AuthorAuthorWe expect Palantir’s shift mix to eventually be commercial-heavy over the longer-term, especially as the company doubles down on its international and industry modularization go-to-market strategy. Taken together, total revenue is expected to grow at a mid-teens CAGR through 2031.AuthorAuthorOn the plus side, management’s commitment to maintaining GAAP profitability through 2023 remains durable, as GAAP operating income remains positive on prudent cost management – particularly in reducing share-based compensation spend. Although management expects opex spend and talent costs to increase in the current period, in line with Palantir’s historical timeline for onboarding its “new grad cohort of world-class technical talent”, we expect adjusted gross margin to stay in the 80% range, and adjusted operating margin in the mid-20% range exiting 2023. The effectiveness of cost optimization efforts implemented earlier in the year is expected to drive continued durability to Palantir’s GAAP profitability, as corroborated by management’s guide for as much as $139 million in adjusted operating income, which excludes SBC.AuthorHowever, we are staying conservative about management’s guide for $576 million in full year 2023 adjusted operating income, as it would require a meaningful jump in opex reductions, alongside outsized topline expansion in the fourth quarter. This makes a difficult scenario to underwrite, given lingering uncertainties to the broader enterprise IT spending environment, the persistent wind-down of Strategic Commercial Contract revenues, lumpiness in the government business as corroborated by modest sequential expansion of total deal value and remaining performance obligations, as well as low visibility into the near-term AIP monetization roadmap.AuthorValuation ConsiderationsAuthorTaking into consideration Palantir’s cash flow projections in conjunction with the foregoing fundamental analysis, we are maintaining our base case price target for the stock at $14. The discounted cash flow analysis assumes an implied perpetual growth rate of 3.5% on cash flows in line with our previous discussion, considering no significant change to visibility on AIP’s monetization roadmap and stabilizing growth in the existing business. The WACC applied also remains at about 10%, in line with Palantir’s risk profile and current capital structure buoyed by stable cash flows generated to sustain longer-term growth investments. This is corroborated by the recently announced $1 billion share buyback program which underscores the company’s commitment to and confidence in generating long-term value.AuthorAuthorIn the upside scenario, we expect stronger-than-expected government revenue growth in line with second half acceleration observed in the prior year after a tepid first half. The upside scenario also anticipates greater visibility into the near-term monetization of AIP – particularly for the commercial segment – ahead of AIPCon 2.0 coming September, which would help improve Palantir’s profitability and, inevitably, cash flows underpinning its valuation prospects. While anticipated eligibility for being admitted to the S&P 500 next quarter would potentially trigger a rally in the stock, it is unlikely to be a structural multiple expansion factor, with focus still on the company’s fundamental performance outlook. Our bull case PT is set at $19, which considers projected cash flows taken in conjunction with the upside scenario fundamental analysis, while keeping key valuation assumptions (e.g. 10% WACC; 3.5% estimated perpetual growth rate) unchanged.Meanwhile, the downside scenario assumes further deterioration in the enterprise IT spending environment, exacerbating the downward drag from sputtering Strategic Commercial Contract revenues. This is in line with a continued cautious tone over lengthened deal cycles and “general apprehension on spending priorities” in the latest earnings season across the software sector. Our downside PT remains at $9. Considering the uncertain rate environment, further monetary policy tightening could also add incremental weight on the discount rate and dull the allure of Palantir’s (and the broader software peer group’s) projected future cash flows, representing an incremental multiple compression risk in the downside scenario.The Bottom LineComing out of the second quarter earnings season, Palantir’s outlook remains mixed, especially with market confidence in its earlier-than-expected achievement of GAAP profitability now taken over by uncertainties to its growth trajectory. Although AIP has helped the Palantir stock participate in AI peer multiple expansion tailwinds this year, the new solution’s lacking monetization roadmap is finally catching up. While we remain optimistic that the deployment of AIP is a value accretive factor for the stock, the ultimate realization of pent-up upside potential will depend on tangible monetization of the new solution","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909724284,"gmtCreate":1658930566848,"gmtModify":1676536230299,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"New bull market?? Hahahah.. I see tiger shock hardly can survive . Believe u I bankrupt much faster. Hahaha","listText":"New bull market?? Hahahah.. I see tiger shock hardly can survive . Believe u I bankrupt much faster. Hahaha","text":"New bull market?? Hahahah.. I see tiger shock hardly can survive . Believe u I bankrupt much faster. Hahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909724284","repostId":"1105177620","repostType":2,"repost":{"id":"1105177620","kind":"news","pubTimestamp":1658890643,"share":"https://ttm.financial/m/news/1105177620?lang=&edition=fundamental","pubTime":"2022-07-27 10:57","market":"us","language":"en","title":"Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1105177620","media":"MarketWatch","summary":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that Ju","content":"<html><head></head><body><p>Favor wide moat, five-star stocks flagged by Morningstar Direct</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c6eeb4a3b78b8f895aff6579277b9ef\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>GETTY IMAGES</span></p><p>The odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.</p><p>Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.</p><p>Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.</p><p>The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.</p><p>One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.</p><p>The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.</p><p>The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.</p><p>Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.</p><p><img src=\"https://static.tigerbbs.com/ad6c427a2709e4e218a4a4fc8d01efc0\" tg-width=\"1116\" tg-height=\"803\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ce429ae567b37ecf57770f891f367a77\" tg-width=\"1115\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.</p><p><b>3 tech names</b></p><p>I’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.</p><p><b>Meta Platforms</b></p><p>I was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.</p><p>The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.</p><p>Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.</p><p>Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.</p><p><b>Salesforce.com</b></p><p>This company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.</p><p>Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.</p><p><b>ServiceNow</b></p><p>ServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.</p><p>ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.</p><p>ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.</p><p>COVID-discounted consumer names</p><p>I like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.</p><p>As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?</p><p><b>Yum China (YUMC)</b></p><p>The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.</p><p>China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.</p><p>At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.</p><p><b>Walt Disney</b></p><p>Disney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.</p><p>Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.</p><p>Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.</p><p>Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.</p></body></html>","source":"lsy1603348471595","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>Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? 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Nervous? Start With These 5 \"Moat\" Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation ...</p>\n\n<a href=\"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YUMC":"百胜中国","CRM":"赛富时","NOW":"ServiceNow","DIS":"迪士尼","META":"Meta Platforms, Inc."},"source_url":"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105177620","content_text":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.3 tech namesI’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.Meta PlatformsI was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.Salesforce.comThis company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.ServiceNowServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.COVID-discounted consumer namesI like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?Yum China (YUMC)The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.Walt DisneyDisney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205417010340088,"gmtCreate":1691160193379,"gmtModify":1691160599998,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Bullshit I sold at $20. lucky me","listText":"Bullshit I sold at $20. lucky me","text":"Bullshit I sold at $20. lucky me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205417010340088","repostId":"2356129435","repostType":2,"repost":{"id":"2356129435","kind":"highlight","pubTimestamp":1691163885,"share":"https://ttm.financial/m/news/2356129435?lang=&edition=fundamental","pubTime":"2023-08-04 23:44","market":"us","language":"en","title":"Palantir’s AI Play: Time to Buy, Hold, or Fold PLTR Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2356129435","media":"InvestorPlace","summary":"Much of Palantir Technologies' future growth may have already been priced into PLTR stock, but the share-price path to $25 looks clear now.","content":"<html><head></head><body><ul><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> is teaming up with J.D. Power to provide data analytics to the automotive industry.</p></li><li><p>Palantir Technologies recently earned a $25 price target from a prominent analyst.</p></li><li><p>Investors might want to add a few shares of PLTR stock to their portfolios.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c8d56e4b3cca7e9eed59dfb3f2671c\" alt=\"Source: Iljanaresvara Studio / Shutterstock.com\" title=\"Source: Iljanaresvara Studio / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Iljanaresvara Studio / Shutterstock.com</span></p><p>Is <strong>Palantir Technologies</strong> too richly valued on Wall Street? After the powerful year-to-date rally in PLTR stock, it’s understandable if some investors don’t want to load the proverbial boat now.</p><p>It’s not a bad idea to hold a few Palantir shares because of the company’s artificial intelligence angle.</p><p>Palantir Technologies recently disclosed an collaboration that could provide a significant revenue source in the automotive market.</p><p>All in all, there’s no need to over-invest in Palantir Technologies now, but a moderately sized share allocation could benefit your portfolio in the long run.</p><h2 id=\"id_3365042595\">Palantir’s Partnership With a ‘Pioneer’</h2><p>Prior to 2023, financial traders mostly thought of Palantir Technologies as a cybersecurity company. Nowadays, however, Palantir is evolving into a more diversified business with a strong focus on artificial intelligence applications.</p><p>It’s a smart strategy that should enhance Palantir Technologies’ value over time. One notable example of Palantir’s focus on AI is the company’s new partnership with data analytics company <strong>J.D. Power</strong>.</p><p>Together, the two companies will develop generative AI and “predictive analytics solutions that will facilitate deeper insights and more strategic decision making by the automotive industry.”</p><p>These AI-facilitated insights will be applied to automotive safety, repairs, electric vehicle battery health monitoring and personalized engagement with vehicle shoppers and owners.</p><p>J.D. Power is a well-known data analytics services provider, so it makes perfect sense for Palantir to team up with this company.</p><p>To quote Palantir Technologies CEO Alexander Karp, J.D. Power “sets itself apart as a pioneer in data-driven intelligence and delivering lasting value for its customers.”</p><h2 id=\"id_2141568187\">PLTR Stock: A ‘Generational Opportunity’ in AI</h2><p>Of course, Wall Street’s experts have taken notice of Palantir Technologies’ participation in the recent AI revolution. Some of them have strongly bullish outlooks for Palantir.</p><p>For example, Wedbush analyst Dan Ives initiated his coverage of PLTR stock with an “outperform” rating and a $25 price target recently. Ives even called Palantir the “Messi of AI,” referring to famous soccer player Lionel Messi.</p><p>Palantir Technologies, according to Ives, has a “generational opportunity to gain a significant share” of what he expects to be an $800 billion TAM (total addressable market) in AI.</p><p>Ives envisions Palantir capitalizing on an “unlimited number of AI applications” that “redefine business processes across verticals.”</p><p>Ives’s bullish view of Palantir Technologies is for the long term. The analyst claims Palantir has “built an AI fortress that is unmatched and poised to be a major player in this AI Revolution over the next decade.”</p><p>For the short term, however, he’s eyeing $25 as a reasonable price objective for PLTR stock.</p><h2 id=\"id_1653242283\">Don’t Fight the Trend With PLTR Stock</h2><p>Ives’s enthusiasm is understandable. However, it’s difficult to predict where the Palantir Technologies share price will be in one or five years. The market may have already priced much of Palantir’s future AI-driven growth into the shares.</p><p>Therefore, there’s no need to overload your portfolio with shares of Palantir Technologies. It’s not advisable to fight the overall trend with AI technology. Companies with a strong AI connection could gain significant value in the coming quarters and years.</p><p>PLTR stock earns a confident “B” grade and is definitely worth a look. Consider a small share position in Palantir Technologies and let the AI trend be your portfolio’s friend.</p></body></html>","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>Palantir’s AI Play: Time to Buy, Hold, or Fold PLTR Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir’s AI Play: Time to Buy, Hold, or Fold PLTR Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-04 23:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/08/palantirs-ai-play-time-to-buy-hold-or-fold-pltr-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is teaming up with J.D. Power to provide data analytics to the automotive industry.Palantir Technologies recently earned a $25 price target from a prominent analyst.Investors ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/08/palantirs-ai-play-time-to-buy-hold-or-fold-pltr-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/market360/2023/08/palantirs-ai-play-time-to-buy-hold-or-fold-pltr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356129435","content_text":"Palantir Technologies is teaming up with J.D. Power to provide data analytics to the automotive industry.Palantir Technologies recently earned a $25 price target from a prominent analyst.Investors might want to add a few shares of PLTR stock to their portfolios.Source: Iljanaresvara Studio / Shutterstock.comIs Palantir Technologies too richly valued on Wall Street? After the powerful year-to-date rally in PLTR stock, it’s understandable if some investors don’t want to load the proverbial boat now.It’s not a bad idea to hold a few Palantir shares because of the company’s artificial intelligence angle.Palantir Technologies recently disclosed an collaboration that could provide a significant revenue source in the automotive market.All in all, there’s no need to over-invest in Palantir Technologies now, but a moderately sized share allocation could benefit your portfolio in the long run.Palantir’s Partnership With a ‘Pioneer’Prior to 2023, financial traders mostly thought of Palantir Technologies as a cybersecurity company. Nowadays, however, Palantir is evolving into a more diversified business with a strong focus on artificial intelligence applications.It’s a smart strategy that should enhance Palantir Technologies’ value over time. One notable example of Palantir’s focus on AI is the company’s new partnership with data analytics company J.D. Power.Together, the two companies will develop generative AI and “predictive analytics solutions that will facilitate deeper insights and more strategic decision making by the automotive industry.”These AI-facilitated insights will be applied to automotive safety, repairs, electric vehicle battery health monitoring and personalized engagement with vehicle shoppers and owners.J.D. Power is a well-known data analytics services provider, so it makes perfect sense for Palantir to team up with this company.To quote Palantir Technologies CEO Alexander Karp, J.D. Power “sets itself apart as a pioneer in data-driven intelligence and delivering lasting value for its customers.”PLTR Stock: A ‘Generational Opportunity’ in AIOf course, Wall Street’s experts have taken notice of Palantir Technologies’ participation in the recent AI revolution. Some of them have strongly bullish outlooks for Palantir.For example, Wedbush analyst Dan Ives initiated his coverage of PLTR stock with an “outperform” rating and a $25 price target recently. Ives even called Palantir the “Messi of AI,” referring to famous soccer player Lionel Messi.Palantir Technologies, according to Ives, has a “generational opportunity to gain a significant share” of what he expects to be an $800 billion TAM (total addressable market) in AI.Ives envisions Palantir capitalizing on an “unlimited number of AI applications” that “redefine business processes across verticals.”Ives’s bullish view of Palantir Technologies is for the long term. The analyst claims Palantir has “built an AI fortress that is unmatched and poised to be a major player in this AI Revolution over the next decade.”For the short term, however, he’s eyeing $25 as a reasonable price objective for PLTR stock.Don’t Fight the Trend With PLTR StockIves’s enthusiasm is understandable. However, it’s difficult to predict where the Palantir Technologies share price will be in one or five years. The market may have already priced much of Palantir’s future AI-driven growth into the shares.Therefore, there’s no need to overload your portfolio with shares of Palantir Technologies. It’s not advisable to fight the overall trend with AI technology. Companies with a strong AI connection could gain significant value in the coming quarters and years.PLTR stock earns a confident “B” grade and is definitely worth a look. Consider a small share position in Palantir Technologies and let the AI trend be your portfolio’s friend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045695410,"gmtCreate":1656603216530,"gmtModify":1676535861590,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"believe you I bankrupt faster&nbsp;","listText":"believe you I bankrupt faster&nbsp;","text":"believe you I bankrupt faster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045695410","repostId":"2247889218","repostType":2,"repost":{"id":"2247889218","kind":"highlight","pubTimestamp":1656591679,"share":"https://ttm.financial/m/news/2247889218?lang=&edition=fundamental","pubTime":"2022-06-30 20:21","market":"us","language":"en","title":"These 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2247889218","media":"Motley Fool","summary":"Don't get so distracted by the present that you forget to think about the future ... which is what really matters.","content":"<html><head></head><body><p>It&#39;s been a rough past few months for investors. Not even the market&#39;s best-known blue chips have been able to stand up to the marketwide headwind. The <b>Dow Jones Industrial Average</b> (^DJI 0.00%) is down to the tune of 14% for the year, and it seems like it could move even lower before all is said and done.</p><p>There are some Dow components, however, that have undeservedly been swept out with the marketwide bearish tide. Here&#39;s a closer look at three Dow stocks that could readily bounce back during the latter half of the year once investors realize their mistake.</p><h2>1. Caterpillar</h2><p>The pessimism plaguing <b>Caterpillar</b> (CAT -2.11%) since this time last year makes enough sense. Between lingering supply chain challenges, sky-high commodity prices, and the prospect of both pushing the world into a recession, the stock has understandably fallen more than 20% from last June&#39;s peak.</p><p>This degree of doubt, however, may be overestimating what&#39;s actually going on with the company.</p><p>Sure, the global economy is wobbly right now; inflation hasn&#39;t been nearly as &#34;transitory&#34; as first hoped. But we may be nearer the end of the headwind than the start, and Caterpillar could be better equipped to snap out of it than most people appreciate. Its first-quarter revenue was up 14% year over year despite plenty of challenges during that three-month stretch, and analysts still expect its post-pandemic rebound to translate into full-year sales growth of more than 12%. And although the top-line growth is apt to cool to only 8% next year, its current earnings growth rate is expected to remain around its current pace of 16%.</p><p>Largely overlooked is how resilient this company may prove to be even during a recession. As CEO Jim Umpleby explained at a recent investor conference:</p><blockquote>We haven&#39;t seen signs of slowdown in our markets. The vast majority of the markets we serve are still quite strong and our challenge at the moment, quite frankly, is supply chain, our ability to supply enough equipment to meet all the demand that&#39;s out there. We haven&#39;t seen that slowdown.</blockquote><p>He&#39;s talking about mining and drilling, mostly. What&#39;s a headache for most organizations -- sky-high prices -- is ultimately a boon for this huge swath of Caterpillar&#39;s customers.</p><p>Bonus: Caterpillar is easily funding its dividend payment. Thanks to its recent weakness, newcomers are stepping in to the stock while the yield is right around 2.4%, based on a dividend that&#39;s been raised for 28 consecutive years now. This income could round off any rough edges of volatility that may still be in the near-term cards for the stock.</p><h2>2. Apple</h2><p><b>Apple</b> (AAPL 1.30%) may not be the dividend payer Caterpillar is. It&#39;s also not a must-have growth monster. What Apple <i>is,</i> however, is a slow-moving tank that rolls over rivals like they&#39;re not even there. In only five quarters in the past 12 years has the company&#39;s top line fell on a year-over-year basis, and each of those top-line ebbs was in comparison to a sales surge linked to the launch of a new iPhone. Long-term earnings growth has been similarly consistent, even if a little more erratic from one quarter to the next.</p><p>It doesn&#39;t take a rocket scientist to figure out why. Apple is the most recognized brand in the world, according to IG Markets, while Kantar categorizes it as the world&#39;s second-most &#34;valuable&#34; brand. Both ultimately point to the same thing: The company makes a great product its customers are fiercely loyal to. And, it fosters that loyalty with an app store that lets consumers get the most out of their devices.</p><p>Although fewer than one-third of the world&#39;s smartphones are iPhones, SensorTower estimates that Apple&#39;s digital content business is nearly twice as big as rival <b>Alphabet</b>&#39;s -- the company behind the much more popular Android operating system. A popular app store, of course, also drives sales of iPhones to new users.</p><p>This is no small matter. While Apple&#39;s services arm only makes up 18% of its revenue, these digital services generate roughly 30% of its gross margin. That&#39;s because iPhone users not only spend more on apps and digital content than users of other mobile operating systems, but much of this spending is on subscriptions. That&#39;s why the company&#39;s top and bottom lines grow so predictably, even in seemingly tough times.</p><p>The market seems to have forgotten this dynamic, given the stock&#39;s 23% slide just since March&#39;s high. But investors will remember it when Apple starts posting results that reprove this reliability.</p><h2>3. <a href=\"https://laohu8.com/S/IBM\">IBM</a></h2><p>Finally, add<b> IBM</b> (IBM -0.81%) to your list of Dow stocks set to soar in the latter half of 2022.</p><p>It&#39;s a name many investors had not only given up on, but forgotten about. Once a titan within the technology sector, the company colloquially called Big Blue just didn&#39;t adapt quickly enough to the advent of cloud computing, mobility, and artificial intelligence.</p><p>Today&#39;s IBM, however, isn&#39;t the same IBM that missed the boat more than a decade ago, when revenue began a 10-year contraction streak. Ditto for earnings. Today&#39;s IBM has mostly shed its low-growth (or no-growth) legacy businesses like managed infrastructure services, and is now hyper-focused on hybrid cloud computing -- a market that CEO Arvind Krishna indicates will be worth $1 trillion in the foreseeable future.</p><p>It&#39;s already winning its fair share of this business too. For its first fiscal quarter ending in March, revenue growth of 11% (on a constant currency basis) was led by its hybrid cloud arm despite a rocky start to the year for most other companies. The analyst community expects sales growth to cool to 6% for the full year, and that pace will probably cool to only 3% next year. But it&#39;s still growth from a company that hasn&#39;t seen much of it in a long, long time, and perhaps more than that, it&#39;s extremely profitable growth.</p><p>New technologies like hybrid cloud have a somewhat non-optional future -- if an organization wants to be competitive, it has to embrace this tech regardless of the cost. To this end, for every dollar&#39;s worth of hardware it sells, IBM also generates between $3 and $5 worth software sales, and between $6 and $8 worth of services revenue. Given this, IBM&#39;s free cash flow guidance of between $10 billion and $10.5 billion for 2022 may seem unrealistically optimistic to some, but makes perfect sense to those who understand that once software is written, the cost to distribute it is practically nil.</p><p>Investors <i>are</i> starting to understand this, bidding shares up since November against the market tide. There&#39;s plenty of room for shares of the new-and-improved IBM to keep rallying, though.</p><p>The dividend yield of 4.6% of course only bolsters the bullish case.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond</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\">\nThese 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/30/these-dow-stocks-set-soar-2022-second-half/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a rough past few months for investors. Not even the market's best-known blue chips have been able to stand up to the marketwide headwind. The Dow Jones Industrial Average (^DJI 0.00%) is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/30/these-dow-stocks-set-soar-2022-second-half/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","IBM":"IBM","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4520":"美国基建股","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4525":"远程办公概念","CAT":"卡特彼勒","BK4149":"建筑机械与重型卡车","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4134":"信息科技咨询与其它服务","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","GOOG":"谷歌","AAPL":"苹果","BK4514":"搜索引擎"},"source_url":"https://www.fool.com/investing/2022/06/30/these-dow-stocks-set-soar-2022-second-half/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247889218","content_text":"It's been a rough past few months for investors. Not even the market's best-known blue chips have been able to stand up to the marketwide headwind. The Dow Jones Industrial Average (^DJI 0.00%) is down to the tune of 14% for the year, and it seems like it could move even lower before all is said and done.There are some Dow components, however, that have undeservedly been swept out with the marketwide bearish tide. Here's a closer look at three Dow stocks that could readily bounce back during the latter half of the year once investors realize their mistake.1. CaterpillarThe pessimism plaguing Caterpillar (CAT -2.11%) since this time last year makes enough sense. Between lingering supply chain challenges, sky-high commodity prices, and the prospect of both pushing the world into a recession, the stock has understandably fallen more than 20% from last June's peak.This degree of doubt, however, may be overestimating what's actually going on with the company.Sure, the global economy is wobbly right now; inflation hasn't been nearly as \"transitory\" as first hoped. But we may be nearer the end of the headwind than the start, and Caterpillar could be better equipped to snap out of it than most people appreciate. Its first-quarter revenue was up 14% year over year despite plenty of challenges during that three-month stretch, and analysts still expect its post-pandemic rebound to translate into full-year sales growth of more than 12%. And although the top-line growth is apt to cool to only 8% next year, its current earnings growth rate is expected to remain around its current pace of 16%.Largely overlooked is how resilient this company may prove to be even during a recession. As CEO Jim Umpleby explained at a recent investor conference:We haven't seen signs of slowdown in our markets. The vast majority of the markets we serve are still quite strong and our challenge at the moment, quite frankly, is supply chain, our ability to supply enough equipment to meet all the demand that's out there. We haven't seen that slowdown.He's talking about mining and drilling, mostly. What's a headache for most organizations -- sky-high prices -- is ultimately a boon for this huge swath of Caterpillar's customers.Bonus: Caterpillar is easily funding its dividend payment. Thanks to its recent weakness, newcomers are stepping in to the stock while the yield is right around 2.4%, based on a dividend that's been raised for 28 consecutive years now. This income could round off any rough edges of volatility that may still be in the near-term cards for the stock.2. AppleApple (AAPL 1.30%) may not be the dividend payer Caterpillar is. It's also not a must-have growth monster. What Apple is, however, is a slow-moving tank that rolls over rivals like they're not even there. In only five quarters in the past 12 years has the company's top line fell on a year-over-year basis, and each of those top-line ebbs was in comparison to a sales surge linked to the launch of a new iPhone. Long-term earnings growth has been similarly consistent, even if a little more erratic from one quarter to the next.It doesn't take a rocket scientist to figure out why. Apple is the most recognized brand in the world, according to IG Markets, while Kantar categorizes it as the world's second-most \"valuable\" brand. Both ultimately point to the same thing: The company makes a great product its customers are fiercely loyal to. And, it fosters that loyalty with an app store that lets consumers get the most out of their devices.Although fewer than one-third of the world's smartphones are iPhones, SensorTower estimates that Apple's digital content business is nearly twice as big as rival Alphabet's -- the company behind the much more popular Android operating system. A popular app store, of course, also drives sales of iPhones to new users.This is no small matter. While Apple's services arm only makes up 18% of its revenue, these digital services generate roughly 30% of its gross margin. That's because iPhone users not only spend more on apps and digital content than users of other mobile operating systems, but much of this spending is on subscriptions. That's why the company's top and bottom lines grow so predictably, even in seemingly tough times.The market seems to have forgotten this dynamic, given the stock's 23% slide just since March's high. But investors will remember it when Apple starts posting results that reprove this reliability.3. IBMFinally, add IBM (IBM -0.81%) to your list of Dow stocks set to soar in the latter half of 2022.It's a name many investors had not only given up on, but forgotten about. Once a titan within the technology sector, the company colloquially called Big Blue just didn't adapt quickly enough to the advent of cloud computing, mobility, and artificial intelligence.Today's IBM, however, isn't the same IBM that missed the boat more than a decade ago, when revenue began a 10-year contraction streak. Ditto for earnings. Today's IBM has mostly shed its low-growth (or no-growth) legacy businesses like managed infrastructure services, and is now hyper-focused on hybrid cloud computing -- a market that CEO Arvind Krishna indicates will be worth $1 trillion in the foreseeable future.It's already winning its fair share of this business too. For its first fiscal quarter ending in March, revenue growth of 11% (on a constant currency basis) was led by its hybrid cloud arm despite a rocky start to the year for most other companies. The analyst community expects sales growth to cool to 6% for the full year, and that pace will probably cool to only 3% next year. But it's still growth from a company that hasn't seen much of it in a long, long time, and perhaps more than that, it's extremely profitable growth.New technologies like hybrid cloud have a somewhat non-optional future -- if an organization wants to be competitive, it has to embrace this tech regardless of the cost. To this end, for every dollar's worth of hardware it sells, IBM also generates between $3 and $5 worth software sales, and between $6 and $8 worth of services revenue. Given this, IBM's free cash flow guidance of between $10 billion and $10.5 billion for 2022 may seem unrealistically optimistic to some, but makes perfect sense to those who understand that once software is written, the cost to distribute it is practically nil.Investors are starting to understand this, bidding shares up since November against the market tide. There's plenty of room for shares of the new-and-improved IBM to keep rallying, though.The dividend yield of 4.6% of course only bolsters the bullish case.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162775914,"gmtCreate":1624078298238,"gmtModify":1703828408165,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"More drop please","listText":"More drop please","text":"More drop please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/162775914","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","kind":"news","pubTimestamp":1624063306,"share":"https://ttm.financial/m/news/1156696708?lang=&edition=fundamental","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Dow falls more than 500 points to close out its worst week since October</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\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209173297868904,"gmtCreate":1692104530973,"gmtModify":1692104535573,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Bullshit! I sold mine at $19 and never looked back. I made a wise choice&nbsp;","listText":"Bullshit! I sold mine at $19 and never looked back. I made a wise choice&nbsp;","text":"Bullshit! I sold mine at $19 and never looked back. I made a wise choice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209173297868904","repostId":"2359588064","repostType":2,"repost":{"id":"2359588064","kind":"highlight","pubTimestamp":1692086700,"share":"https://ttm.financial/m/news/2359588064?lang=&edition=fundamental","pubTime":"2023-08-15 16:05","market":"us","language":"en","title":"Is Palantir the Market's Best AI Stock? This 1 Chart Reveals the Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=2359588064","media":"Motley Fool","summary":"Palantir stock has been one of the top companies to own in 2023, but should you buy it going forward?","content":"<html><head></head><body><h2 id=\"id_1978839996\" style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>This data analytics company has been rooted in AI from the beginning.</p></li><li><p>Palantir&#39;s revenue grew at the expected rate in the second quarter.</p></li><li><p>The stock is a bit rich right now relative to the company&#39;s pace of growth.</p></li></ul><p><strong>Palantir Technologies </strong>(PLTR) is often ranked as one of the market&#39;s top artificial intelligence (AI) stocks. Since the beginning, its software has utilized AI to crunch lots of data and relay that information to its users on an easy-to-see dashboard allowing quick decision-making.</p><p>Since the beginning of May, Palantir&#39;s stock has been a rocket ship, rising 130% in just over a single quarter thanks to AI investment hype. But does Palantir&#39;s stock deserve those gains? Let&#39;s look at a few items and see if Palantir is one of the market&#39;s best AI stocks.</p><h2 id=\"id_311623833\">Its latest AI product has seen unprecedented demand</h2><p>Open AI&#39;s ChatGPT, which runs on large language model (LLM) technology, started the AI investing arms race. Many consumers saw a digital assistant&#39;s usefulness in answering questions, and any company with AI aspirations quickly launched a product utilizing an LLM.</p><p>Palantir was no different, launching its Artificial Intelligence Platform (AIP) product. Last quarter, management noted how strong the demand was for AIP, and in the second quarter it delivered. Despite launching the product just 10 weeks ago, Palantir has signed over 100 clients to this product, and has interest from 300 more.</p><p>That&#39;s incredible growth from a single product line, but did it help translate to any financial gain? As It turns out, this product was necessary for Palantir just to post respectable Q2 revenue growth. Without the new launch of AIP, Palantir may have been in danger of growing in the single digits.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/615bc2614aecec59976e1ab316e0a8ea\" alt=\"Image source: The Motley Fool.\" title=\"Image source: The Motley Fool.\" tg-width=\"700\" tg-height=\"699\"/><span>Image source: The Motley Fool.</span></p><p>In Q2, Palantir&#39;s revenue rose 13% year over year to $533 million, just $1 million above the high end of management&#39;s guidance. Government revenue outpaced commercial revenue, likely due to commercial clients&#39; unwillingness to spend on expensive software packages when the economic outlook is uncertain. Looking ahead to the third quarter, Palantir expects revenue growth to accelerate to a more respectable 16% pace.</p><p>While Palantir&#39;s revenue growth isn&#39;t anything outstanding, its margin expansion has been terrific. Palantir&#39;s operating expenses only rose 1% in Q2, which is the main reason why Palantir has reached profitability. With disciplined spending, Palantir&#39;s management has shown it can balance expense growth in weaker times. This allowed Palantir to report its third consecutive quarter with $0.01 in earnings per share (EPS) based on generally accepted accounting principles (GAAP).</p><p>While $0.01 per share isn&#39;t a ton, it&#39;s a substantial improvement over last year&#39;s $0.09 per share loss. Every company&#39;s road to peak profitability starts somewhere, so investors shouldn&#39;t be too concerned about EPS <em>only </em>being $0.01.</p><p>All in all, this wasn&#39;t a bad quarter by any means for Palantir. But, if AI was truly a game changer, as everyone thought, Palantir should be posting much higher growth. As a result, I&#39;m not willing to crown Palantir as the top AI stock in the market.</p><h2 id=\"id_3973848548\">An expensive stock after its recent run-up</h2><p>Even without this title, can investors buy Palantir&#39;s stock today for a reasonable price? Thanks to Palantir&#39;s stock price run-up, it&#39;s no longer valued as cheaply as it was when it entered 2023. With $2.05 billion in trailing-12-month revenue, Palantir is now valued at 18.6 times sales. That&#39;s not a cheap valuation, let alone for a company that&#39;s only growing revenue at a 13% pace.</p><p>However, many Wall Street analysts expect business to pick up next year, as the average of 16 projections predicts 19% revenue growth for Palantir in 2024. That would value the company at 14.5 times 2024 sales, which is still quite expensive.</p><p>That&#39;s an expensive price tag because if Palantir could snap its fingers and achieve the same profitability levels as a mature software company like <strong><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> </strong>(historically around 30%), it would be valued at 48 times 2024 earnings. Once again, that&#39;s with Adobe&#39;s margins. Because Palantir&#39;s profit margin was only 5.3% in Q2, it has a long way to go.</p><p>Furthermore, management is about to do something I believe is foolish with its cash horde: repurchase stock. The stock is very expensive, so share repurchases don&#39;t seem like a great use of capital. Considering how young Palantir is, this is a surprising decision and makes me question management&#39;s capital allocation strategy.</p><p>So should investors avoid Palantir&#39;s stock? I don&#39;t think so. If you&#39;re a long-term investor -- sticking around for at least three to five years -- it could be a fantastic investment if Palantir can maintain its mid- to high-teens growth rate. But anyone owning the stock will have to display patience as the market will ebb and flow with its opinion on Palantir&#39;s stock. Initiating a small position to track it at these levels is OK, but going all in on Palantir isn&#39;t wise until the business shows stronger growth.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir the Market's Best AI Stock? This 1 Chart Reveals the Truth</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\">\nIs Palantir the Market's Best AI Stock? This 1 Chart Reveals the Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 16:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/14/is-palantir-markets-best-ai-stock-this-1-chart/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThis data analytics company has been rooted in AI from the beginning.Palantir's revenue grew at the expected rate in the second quarter.The stock is a bit rich right now relative to the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/14/is-palantir-markets-best-ai-stock-this-1-chart/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4547":"WSB热门概念","LU0823414478.USD":"法巴经典能源转换基金","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","PLTR":"Palantir Technologies Inc.","BK4023":"应用软件","BK4161":"工业机械"},"source_url":"https://www.fool.com/investing/2023/08/14/is-palantir-markets-best-ai-stock-this-1-chart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359588064","content_text":"KEY POINTSThis data analytics company has been rooted in AI from the beginning.Palantir's revenue grew at the expected rate in the second quarter.The stock is a bit rich right now relative to the company's pace of growth.Palantir Technologies (PLTR) is often ranked as one of the market's top artificial intelligence (AI) stocks. Since the beginning, its software has utilized AI to crunch lots of data and relay that information to its users on an easy-to-see dashboard allowing quick decision-making.Since the beginning of May, Palantir's stock has been a rocket ship, rising 130% in just over a single quarter thanks to AI investment hype. But does Palantir's stock deserve those gains? Let's look at a few items and see if Palantir is one of the market's best AI stocks.Its latest AI product has seen unprecedented demandOpen AI's ChatGPT, which runs on large language model (LLM) technology, started the AI investing arms race. Many consumers saw a digital assistant's usefulness in answering questions, and any company with AI aspirations quickly launched a product utilizing an LLM.Palantir was no different, launching its Artificial Intelligence Platform (AIP) product. Last quarter, management noted how strong the demand was for AIP, and in the second quarter it delivered. Despite launching the product just 10 weeks ago, Palantir has signed over 100 clients to this product, and has interest from 300 more.That's incredible growth from a single product line, but did it help translate to any financial gain? As It turns out, this product was necessary for Palantir just to post respectable Q2 revenue growth. Without the new launch of AIP, Palantir may have been in danger of growing in the single digits.Image source: The Motley Fool.In Q2, Palantir's revenue rose 13% year over year to $533 million, just $1 million above the high end of management's guidance. Government revenue outpaced commercial revenue, likely due to commercial clients' unwillingness to spend on expensive software packages when the economic outlook is uncertain. Looking ahead to the third quarter, Palantir expects revenue growth to accelerate to a more respectable 16% pace.While Palantir's revenue growth isn't anything outstanding, its margin expansion has been terrific. Palantir's operating expenses only rose 1% in Q2, which is the main reason why Palantir has reached profitability. With disciplined spending, Palantir's management has shown it can balance expense growth in weaker times. This allowed Palantir to report its third consecutive quarter with $0.01 in earnings per share (EPS) based on generally accepted accounting principles (GAAP).While $0.01 per share isn't a ton, it's a substantial improvement over last year's $0.09 per share loss. Every company's road to peak profitability starts somewhere, so investors shouldn't be too concerned about EPS only being $0.01.All in all, this wasn't a bad quarter by any means for Palantir. But, if AI was truly a game changer, as everyone thought, Palantir should be posting much higher growth. As a result, I'm not willing to crown Palantir as the top AI stock in the market.An expensive stock after its recent run-upEven without this title, can investors buy Palantir's stock today for a reasonable price? Thanks to Palantir's stock price run-up, it's no longer valued as cheaply as it was when it entered 2023. With $2.05 billion in trailing-12-month revenue, Palantir is now valued at 18.6 times sales. That's not a cheap valuation, let alone for a company that's only growing revenue at a 13% pace.However, many Wall Street analysts expect business to pick up next year, as the average of 16 projections predicts 19% revenue growth for Palantir in 2024. That would value the company at 14.5 times 2024 sales, which is still quite expensive.That's an expensive price tag because if Palantir could snap its fingers and achieve the same profitability levels as a mature software company like Adobe (historically around 30%), it would be valued at 48 times 2024 earnings. Once again, that's with Adobe's margins. Because Palantir's profit margin was only 5.3% in Q2, it has a long way to go.Furthermore, management is about to do something I believe is foolish with its cash horde: repurchase stock. The stock is very expensive, so share repurchases don't seem like a great use of capital. Considering how young Palantir is, this is a surprising decision and makes me question management's capital allocation strategy.So should investors avoid Palantir's stock? I don't think so. If you're a long-term investor -- sticking around for at least three to five years -- it could be a fantastic investment if Palantir can maintain its mid- to high-teens growth rate. But anyone owning the stock will have to display patience as the market will ebb and flow with its opinion on Palantir's stock. Initiating a small position to track it at these levels is OK, but going all in on Palantir isn't wise until the business shows stronger growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071275683,"gmtCreate":1657548181542,"gmtModify":1676536023389,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Then the&nbsp;more I shouldnt avoid !","listText":"Then the&nbsp;more I shouldnt avoid !","text":"Then the more I shouldnt avoid !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071275683","repostId":"2250493079","repostType":2,"repost":{"id":"2250493079","kind":"highlight","pubTimestamp":1657553267,"share":"https://ttm.financial/m/news/2250493079?lang=&edition=fundamental","pubTime":"2022-07-11 23:27","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2250493079","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>All but one of my &#34;three stocks to avoid&#34; column last week went according to plan, but it wasn&#39;t enough. The three stocks I thought were going to lose to the market for the week -- <b>Coinbase</b>, <b>H&amp;R <a href=\"https://laohu8.com/S/SQ\">Block</a></b>, and <b>WD-40</b>-- finished up 23%, up 1%, and down 13%, respectively, averaging out to a 3.7% increase.</p><p>The <b>S&amp;P 500</b> experienced a 1.9% ascent, but the investments I figured would fare rose nearly twice as much. I was wrong. But I have still been correct in 25 of the past 38 weeks.</p><p>Where do I go to next? I see <b>Conagra</b>, <b>Coinbase</b>, and <b>ExxonMobil</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>Conagra</b></h2><p>There&#39;s a good chance that there&#39;s some Conagra in your kitchen. Scour your fridge or pantry, and you may find some Slim Jim beef jerky, Pam non-stick spray, Hunt&#39;s ketchup, or Log Cabin maple syrup. There are dozens of Conagra brands that are literally and figuratively household names. I&#39;m still con Conagra this week.</p><p>The brand giant reports financial results on Thursday morning. It hasn&#39;t been very impressive lately. It has failed to exceed analyst profit targets in back-to-back quarters, and Wall Street expectations have been trending lower in recent months. Being a haven for premium brands isn&#39;t a lot of fun when the economy&#39;s wobbly and folks are trading down to lower-margin store brands. Wall Street sees revenue at Conagra climbing just 3% this year as well as 2023. It&#39;s hard to get excited about this week&#39;s financial update with that backdrop.</p><h2><b>Coinbase</b></h2><p>The one stock that burned me last week was Coinbase. It soared 23%, more than offsetting the other two selections that failed to beat the market. But I&#39;m not sure the rally is sustainable. Crypto markets have bounced back, but confidence is rattled for digital currency traders. A couple of notable platforms have either frozen assets or filed for bankruptcy protection.</p><p>Recovery won&#39;t be easy, and you can be sure that the once beefy yields that folks were earning on some of these platforms aren&#39;t coming back anytime soon. Coinbase is the top dog, and it will survive the current crisis. It has a strong balance sheet, and it didn&#39;t go deep into the risk spectrum to deliver staking rewards for its users.</p><p>However, Coinbase was reeling even before lesser platforms were exposed. Retail trading volume plummeted 58% sequentially in this year&#39;s first quarter, and the second quarter that concluded last week probably isn&#39;t going to hold up much better. Crypto prices may be starting to stabilize now that stock prices are also showing some resiliency, but a lot of scorched investors are going to stay away for now.</p><h2><b>ExxonMobil</b></h2><p>Stocks were rallying last week, but one of the hottest industries of 2022 took a breather. Oil and gas stocks declined as energy costs inched lower. Will the sector rotation continue in the week ahead?</p><p>You don&#39;t want to bet against ExxonMobil over the long haul. The integrated oil major has more going for it than just the recent pain at the pump. However, sector rotation makes hot industries mortal during the shift. Did you realize that ExxonMobil&#39;s surge over the past year has dropped its once meteoric yield to just 4.1%? If stocks continue to rally it&#39;s a safe bet that ExxonMobil will be a laggard for now.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Conagra, Coinbase, and ExxonMobil this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","CAG":"康尼格拉","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2022/07/11/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250493079","content_text":"All but one of my \"three stocks to avoid\" column last week went according to plan, but it wasn't enough. The three stocks I thought were going to lose to the market for the week -- Coinbase, H&R Block, and WD-40-- finished up 23%, up 1%, and down 13%, respectively, averaging out to a 3.7% increase.The S&P 500 experienced a 1.9% ascent, but the investments I figured would fare rose nearly twice as much. I was wrong. But I have still been correct in 25 of the past 38 weeks.Where do I go to next? I see Conagra, Coinbase, and ExxonMobil as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.ConagraThere's a good chance that there's some Conagra in your kitchen. Scour your fridge or pantry, and you may find some Slim Jim beef jerky, Pam non-stick spray, Hunt's ketchup, or Log Cabin maple syrup. There are dozens of Conagra brands that are literally and figuratively household names. I'm still con Conagra this week.The brand giant reports financial results on Thursday morning. It hasn't been very impressive lately. It has failed to exceed analyst profit targets in back-to-back quarters, and Wall Street expectations have been trending lower in recent months. Being a haven for premium brands isn't a lot of fun when the economy's wobbly and folks are trading down to lower-margin store brands. Wall Street sees revenue at Conagra climbing just 3% this year as well as 2023. It's hard to get excited about this week's financial update with that backdrop.CoinbaseThe one stock that burned me last week was Coinbase. It soared 23%, more than offsetting the other two selections that failed to beat the market. But I'm not sure the rally is sustainable. Crypto markets have bounced back, but confidence is rattled for digital currency traders. A couple of notable platforms have either frozen assets or filed for bankruptcy protection.Recovery won't be easy, and you can be sure that the once beefy yields that folks were earning on some of these platforms aren't coming back anytime soon. Coinbase is the top dog, and it will survive the current crisis. It has a strong balance sheet, and it didn't go deep into the risk spectrum to deliver staking rewards for its users.However, Coinbase was reeling even before lesser platforms were exposed. Retail trading volume plummeted 58% sequentially in this year's first quarter, and the second quarter that concluded last week probably isn't going to hold up much better. Crypto prices may be starting to stabilize now that stock prices are also showing some resiliency, but a lot of scorched investors are going to stay away for now.ExxonMobilStocks were rallying last week, but one of the hottest industries of 2022 took a breather. Oil and gas stocks declined as energy costs inched lower. Will the sector rotation continue in the week ahead?You don't want to bet against ExxonMobil over the long haul. The integrated oil major has more going for it than just the recent pain at the pump. However, sector rotation makes hot industries mortal during the shift. Did you realize that ExxonMobil's surge over the past year has dropped its once meteoric yield to just 4.1%? If stocks continue to rally it's a safe bet that ExxonMobil will be a laggard for now.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Conagra, Coinbase, and ExxonMobil this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052108470,"gmtCreate":1655132735790,"gmtModify":1676535567614,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Buy micron , AMD , Intel. Don't say I don't give you all tips&nbsp;","listText":"Buy micron , AMD , Intel. Don't say I don't give you all tips&nbsp;","text":"Buy micron , AMD , Intel. Don't say I don't give you all tips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052108470","repostId":"1115581200","repostType":4,"repost":{"id":"1115581200","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":1655128500,"share":"https://ttm.financial/m/news/1115581200?lang=&edition=fundamental","pubTime":"2022-06-13 21:55","market":"us","language":"en","title":"Semiconductor Stocks Slid in Morning Trading, with Nvidia and AMD Falling About 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115581200","media":"Tiger Newspress","summary":"Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.","content":"<html><head></head><body><p>Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.<img src=\"https://static.tigerbbs.com/d9bfca7e65bcb04e802cbc865f583268\" tg-width=\"320\" tg-height=\"354\" 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>Semiconductor Stocks Slid in Morning Trading, with Nvidia and AMD Falling About 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; 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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\">\nSemiconductor Stocks Slid in Morning Trading, with Nvidia and AMD Falling About 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\">2022-06-13 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.<img src=\"https://static.tigerbbs.com/d9bfca7e65bcb04e802cbc865f583268\" tg-width=\"320\" tg-height=\"354\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115581200","content_text":"Semiconductor stocks slid in morning trading, with Nvidia and AMD falling about 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054205198,"gmtCreate":1655389691214,"gmtModify":1676535628475,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Tell me something which I don't know.","listText":"Tell me something which I don't know.","text":"Tell me something which I don't know.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054205198","repostId":"2243910364","repostType":2,"repost":{"id":"2243910364","kind":"highlight","pubTimestamp":1655391932,"share":"https://ttm.financial/m/news/2243910364?lang=&edition=fundamental","pubTime":"2022-06-16 23:05","market":"us","language":"en","title":"2 Analysts Come to Only 1 Conclusion About NIO Stock: It’s a Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2243910364","media":"TipRanks","summary":"As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of $one$ company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. .Less than a week after reporting its Q1 financial results (vehicle deliveries up 28.5% year-over-year, and revenues up 24.2% -- but losses up 295%!","content":"<div>\n<p>As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of one company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. (...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html\">Web Link</a>\n\n</div>\n","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 Analysts Come to Only 1 Conclusion About NIO Stock: It’s a Buy</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\">\n2 Analysts Come to Only 1 Conclusion About NIO Stock: It’s a Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of one company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. (...</p>\n\n<a href=\"https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://finance.yahoo.com/news/2-analysts-come-only-1-170506304.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243910364","content_text":"As stock markets cautiously peeked back into \"green\" territory after Monday's astounding selloff, shares of one company in particular raced ahead of the pack: Chinese electric vehicle maker Nio Inc. (NIO).Less than a week after reporting its Q1 financial results (vehicle deliveries up 28.5% year-over-year, and revenues up 24.2% -- but losses up 295%!), Nio worked to change the story Tuesday, by announcing it will launch a new product on Wednesday, and meeting with analysts to give them some insight into what's coming up next.And indeed, the company held a Product Launch Event today, which unveiled the ES7, a new mid-to-large five-seater SUV based on NIO Technology 2.0 (NT2.0).Deutsche Bank analyst Edison Yu writes that despite Nio's disappointing earnings last quarter, \"NIO is embarking on the most important product cycle in the company's history.\"The analyst continued, \"Volumes have been under pressure over the past few quarters due to operational bottlenecks and COVID lock-downs, but... NIO has fully returned to normal production levels [and now] deliveries are on track to increase from 7k/month in May to 25k exiting the year.\" That's a significant number -- 25,000 cars built per month -- given that Nio barely made 25,000 deliveries in all its first three months. And assuming Nio hits this target, Yu forecasts the company could deliver 160,000 EVs this year, and twice that -- 320,000 units -- in 2023.In Yu's view, Nio's ET7 and ET5 electric sedans are likely to be \"the most desired cars in the China premium market this year\" -- meaning they'll be even more popular than Teslas.To this end, Yu rates Nio shares a Buy and has a $45 price target on this $19 stock.Next up: Morgan Stanley analyst Tim Hsiao.Like Yu, Hsiao is optimistic about Nio stock, albeit a bit less enthusiastic than his counterpart. Hsiao rates Nio stock Overweight (i.e. buy), but with only a $31 price target. (Hsiao's track record)As Hsiao explains, Nio will experience \"inevitable... near-term margin pain\" in Q2. However, sales look to be trending up once Q2 is past, and Hsiao actually thinks Nio could be producing as many as 30,000 electric cars per month by the end of this year -- 20% more than Yu thinks likely.Added to Nio's stable of other electric vehicles -- the ES8, ES6, EC6, and ET7 -- Hsiao sees the ES7 contributing to a bright future for Nio after it gets through Q2 and its \"margin pressure.\"In short, bad as earnings were in Q1, and despite the risk that Q2 will show more bumps in the road, both these analysts like Nio stock quite a lot -- and see a lot of upside in the shares. (See NIO stock forecast on TipRanks)","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162777648,"gmtCreate":1624078413384,"gmtModify":1703828411584,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"I sold my RIG! Please drop&nbsp;","listText":"I sold my RIG! Please drop&nbsp;","text":"I sold my RIG! Please drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162777648","repostId":"2144034771","repostType":4,"repost":{"id":"2144034771","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1624026060,"share":"https://ttm.financial/m/news/2144034771?lang=&edition=fundamental","pubTime":"2021-06-18 22:21","market":"fut","language":"en","title":"Oil prices edge higher, look to shake off post-Fed decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2144034771","media":"Dow Jones","summary":"Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losse","content":"<p>Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.</p>\n<p>\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"</p>\n<p>Meanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.</p>\n<p>Read:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market</p>\n<p>Indirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.</p>\n<p>Energy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"</p>\n<p>West Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.</p>\n<p>The global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.</p>\n<p>On Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.</p>\n<p>\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.</p>\n<p>A surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.</p>\n<p>Read:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone</p>\n<p>The ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.</p>\n<p>The selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.</p>\n<p>\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.</p>\n<p>Also on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.</p>\n<p>July natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.</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>Oil prices edge higher, look to shake off post-Fed decline</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\">\nOil prices edge higher, look to shake off post-Fed decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-18 22:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.</p>\n<p>\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"</p>\n<p>Meanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.</p>\n<p>Read:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market</p>\n<p>Indirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.</p>\n<p>Energy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"</p>\n<p>West Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.</p>\n<p>The global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.</p>\n<p>On Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.</p>\n<p>\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.</p>\n<p>A surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.</p>\n<p>Read:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone</p>\n<p>The ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.</p>\n<p>The selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.</p>\n<p>\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.</p>\n<p>Also on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.</p>\n<p>July natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144034771","content_text":"Oil futures climbed on Friday to turn higher for the week, with prices looking to recoup sharp losses from a day earlier that were blamed on strength in the dollar, following a shift in tone by the Federal Reserve this week.\n\"Oil is trying to come to grips with the fact that the Federal Reserve might have to raise interest rates sooner than later, and that stalled the market ascent until they understand exactly what the Fed has in mind,\" Phil Flynn, senior market analyst at The Price Futures Group, told MarketWatch. \"But in the short term, that doesn't change the fact that we're going to see global oil inventories tighten dramatically in the coming weeks.\"\nMeanwhile, Iran held a presidential election Friday. The likelihood that the nation is may see a hardline candidate become the winner, \"probably reduces the odds that Iranian crude oil will come on the market anytime soon,\" said Flynn.\nRead:Why Iran's presidential election is the 'most important political milestone' of 2021 for the global oil market\nIndirect negotiations between the U.S. and Iran to revive the 2015 nuclear deal are ongoing and some analysts have said that a victory by a front-running hard-liner could slow negotiations.\nEnergy traders will also keep an eye on the Gulf of Mexico to see if a storm system in the region forms into tropical storm Claudette and causes any problems, said Flynn. \"More than likely, it will shut in some production and delay imports and exports next week.\"\nWest Texas Intermediate crude for July delivery rose 72 cents, or 1%, to $71.76 a barrel on the New York Mercantile Exchange, putting the U.S. benchmark on track for a weekly climb of 1.2%, following Thursday's 1.5% loss.\nThe global benchmark, August Brent crude , was up 35 cents, or 0.5%, at $73.43 a barrel on ICE Futures Europe. Brent was up 1% for the week.\nOn Wednesday, WTI crude saw the highest front-month contract settlement since October 2018, while Brent ended that session at the highest since April 2019, but prices for both contracts fell sharply Thursday.\n\"We believe that the strength of the U.S. dollar, which has seen [the euro/U.S. dollar pair] plunge in a matter of days from over $1.21 to $1.19 now, is chiefly responsible for the price correction,\" said Eugen Weinberg, analyst at Commerzbank, in a note.\nA surging U.S. dollar was getting the blame for a selloff across most of commodity markets, including crude oil Thursday. The greenback moved sharply higher Wednesday and Thursday after a Federal Reserve meeting that saw policy makers pencil in two interest rate increases by the end of 2023 and begin discussing the eventual tapering of its monthly asset purchases.\nRead:Why the U.S. dollar is soaring -- and what's next -- after Fed's change in tone\nThe ICE U.S. Dollar Index , a measure of the currency against a basket of six major rivals, was up 0.4% on Friday, headed for a 1.9% weekly gain, which it would be its strongest since September, according to FactSet. A stronger dollar can weigh on commodities priced in the currency, making them more expensive to users of other currencies.\nThe selloff across commodities, meanwhile, also appeared to be part of a pullback by assets that had been buoyed by bets on a pickup in inflation. The Bloomberg Commodity Index, which tracks 23 commodities futures markets, was down 4.6% for the week, trimming its year-to-date gain to 16%. The weekly pullback was on track to be the largest since March 2020.\n\"The fact that several other commodities have also weakened means sentiment towards the sector has turned negative, hurting crude oil in the process,\" said Fawad Razaqzada, analyst at ThinkMarkets, in a note.\nAlso on Nymex Friday, July gasoline tacked on 0.7% to $2.15 a gallon, with prices trading 1.7% lower for the week. July heating oil added 1.2% to $2.09 a gallon, trading 1.4% lower for the week.\nJuly natural gas , meanwhile, headed 0.3% lower to $3.24 per million British thermal units, trading down by 1.6% for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162774690,"gmtCreate":1624078370710,"gmtModify":1703828410122,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Please fight on!","listText":"Please fight on!","text":"Please fight on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162774690","repostId":"1103331073","repostType":4,"repost":{"id":"1103331073","kind":"news","pubTimestamp":1624029560,"share":"https://ttm.financial/m/news/1103331073?lang=&edition=fundamental","pubTime":"2021-06-18 23:19","market":"fut","language":"en","title":"Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=1103331073","media":"bloomberg","summary":"The commodities boom has taken a knock this month, and while there are many reasons to still bet on ","content":"<p>The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.</p>\n<p>Vast amounts of stimulus, economies reopening from the pandemic and strong Chinese demand have driven a surge in raw-material prices this year, some to record highs. Yet they’ve slumped in the past two weeks -- with somewiping outgains for the year -- on a more hawkish U.S. monetary policy tone, China’s bid to cool inflation pressures and better weather for crops.</p>\n<p>While that’s blown away some of the speculative froth from the market, the big question is whether the latest commodities bull run has passed its peak or is just taking a breather.</p>\n<p>Either way, the direction may not be broad based, with each market having its own individual levers pushing and pulling. Copper traders need to balance a short-term cooling in China with long-termgreen-energy prospects. Oil’s dip could be limited by falling stockpiles and supply concerns, iron ore is being whipsawed by Chinese policies, while gold will largely be at the mercy of when Federal Reserve tapering starts.</p>\n<p><img src=\"https://static.tigerbbs.com/98efbaaf8487a164efed6c727959a5c7\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>“I can still see a lot of inflationary pressures in the supply chain, and the reality is that it’s going up,” said Michael Widmer, head of metals research at Bank of America Merrill Lynch in London. “From a commodity-price perspective, I can see the structural argument still for prices to stay elevated or go higher going forward.”</p>\n<p>Copper</p>\n<p>Theyear-longrally to a record in May was sparked by surging Chinese demand, but there are signs orders from manufacturers are starting to wane.</p>\n<p>Bulls are confident that the rest of the world will pick up the slack as renewable energy and electric-vehicle investment creates a step-change in demand in Europe and North America. Still, it could be a while before that spending makes its way to factory order books, and softer demand in the meantime could embolden bears who say current high prices aren’t justified by fundamentals.</p>\n<p><img src=\"https://static.tigerbbs.com/745940226f45fbf407b0a9ea989a0be7\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Iron Ore</p>\n<p>It might be particularly hard to predict the trajectory for iron ore, themost volatilecommodity right now. It surged to a record, collapsed into a bear market and then rebounded back into a bull market within a matter of weeks traders grappled with the murky outlook for demand in top consumer China.</p>\n<p>Both bulls and bears are keeping a close eye on China’s simultaneous goals to contain the inflationary pressures stemming from high commodity prices and to make its vast steel sector greener. The country’s steel output is still on track to smashanother recordthis year, which might prompt further actions from authorities to restrict production and whipsaw iron ore yet again.</p>\n<p><img src=\"https://static.tigerbbs.com/a6d580e34388bde0a0fb1107839fb589\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Agriculture</p>\n<p>Showers across the U.S. corn belt and uncertainty over biofuel policy have helped send crop markets tumbling lately, but much more rain will be needed to ensure bumper harvests in one of the world’s top suppliers. More than a third of America’s corn and soybean area is suffering fromdrought, afterrecord-breakingheatwaves.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e23a5f18610ffc4fb2d6982a70a67f4\" tg-width=\"1000\" tg-height=\"692\" referrerpolicy=\"no-referrer\"><span>Showers are set to span the U.S. Corn Belt on Saturday</span></p>\n<p>It’s a China story on the demand side, with the nation’s huge imports sending crop and hog futures soaring in the past year. Major traders like Cargill Inc. and Viterra say crop markets are in a “mini-supercycle” that could last half a decade, driven by increased biofuel demand and continued Chinese buying.</p>\n<p>Oil</p>\n<p>Focus is already turning to how sharply demand will recover over the summer. While there are signs the U.S. is leading the way as western economies reopen, the spread of the delta variant of the coronavirus, first identified in India, is raising renewed concern about the path for consumption in parts of Asia.</p>\n<p>For now, it looks as though the market is going to need extra supply in the second half of the year. The OPEC+ group is yet to confirm plans for production beyond July, while U.S. shale producers continue to preach discipline as they’remaking moneyagain. All the more reason then, that the focus is so intense on when the market will see Iranian supply return astalks with the U.S.continue.</p>\n<p>Gold</p>\n<p>Bullion is more susceptible to Federal Reserve actions than perhaps any other commodity. It tumbled to the lowest since early May after the U.S. central bank signaledmonetary policy tighteningcould start earlier than expected and the dollar jumped.</p>\n<p><img src=\"https://static.tigerbbs.com/06544f6db5b2c483c4ee6c03141f9d21\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n<p>Although the precious metal is often bought as a hedge against inflation, the Fed signaled this week that higher-than-expected inflation would not be allowed to persist, opening up the door for faster stimulus tapering. That weighs on the appeal of non-interest bearing gold. UBS Group AG forecasts prices at $1,600 an ounce by year-end, compared with about $1,780 now.</p>","source":"lsy1584095487587","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>Commodities Bulls Nurse Their Wounds But Fight’s Not Over Yet</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\">\nCommodities Bulls Nurse Their Wounds But Fight’s Not Over Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.\nVast amounts of stimulus, economies ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-18/commodities-bulls-nurse-their-wounds-but-fight-s-not-over-yet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103331073","content_text":"The commodities boom has taken a knock this month, and while there are many reasons to still bet on a so-called supercyle, it’s unlikely to be plain sailing.\nVast amounts of stimulus, economies reopening from the pandemic and strong Chinese demand have driven a surge in raw-material prices this year, some to record highs. Yet they’ve slumped in the past two weeks -- with somewiping outgains for the year -- on a more hawkish U.S. monetary policy tone, China’s bid to cool inflation pressures and better weather for crops.\nWhile that’s blown away some of the speculative froth from the market, the big question is whether the latest commodities bull run has passed its peak or is just taking a breather.\nEither way, the direction may not be broad based, with each market having its own individual levers pushing and pulling. Copper traders need to balance a short-term cooling in China with long-termgreen-energy prospects. Oil’s dip could be limited by falling stockpiles and supply concerns, iron ore is being whipsawed by Chinese policies, while gold will largely be at the mercy of when Federal Reserve tapering starts.\n\n“I can still see a lot of inflationary pressures in the supply chain, and the reality is that it’s going up,” said Michael Widmer, head of metals research at Bank of America Merrill Lynch in London. “From a commodity-price perspective, I can see the structural argument still for prices to stay elevated or go higher going forward.”\nCopper\nTheyear-longrally to a record in May was sparked by surging Chinese demand, but there are signs orders from manufacturers are starting to wane.\nBulls are confident that the rest of the world will pick up the slack as renewable energy and electric-vehicle investment creates a step-change in demand in Europe and North America. Still, it could be a while before that spending makes its way to factory order books, and softer demand in the meantime could embolden bears who say current high prices aren’t justified by fundamentals.\nIron Ore\nIt might be particularly hard to predict the trajectory for iron ore, themost volatilecommodity right now. It surged to a record, collapsed into a bear market and then rebounded back into a bull market within a matter of weeks traders grappled with the murky outlook for demand in top consumer China.\nBoth bulls and bears are keeping a close eye on China’s simultaneous goals to contain the inflationary pressures stemming from high commodity prices and to make its vast steel sector greener. The country’s steel output is still on track to smashanother recordthis year, which might prompt further actions from authorities to restrict production and whipsaw iron ore yet again.\nAgriculture\nShowers across the U.S. corn belt and uncertainty over biofuel policy have helped send crop markets tumbling lately, but much more rain will be needed to ensure bumper harvests in one of the world’s top suppliers. More than a third of America’s corn and soybean area is suffering fromdrought, afterrecord-breakingheatwaves.\nShowers are set to span the U.S. Corn Belt on Saturday\nIt’s a China story on the demand side, with the nation’s huge imports sending crop and hog futures soaring in the past year. Major traders like Cargill Inc. and Viterra say crop markets are in a “mini-supercycle” that could last half a decade, driven by increased biofuel demand and continued Chinese buying.\nOil\nFocus is already turning to how sharply demand will recover over the summer. While there are signs the U.S. is leading the way as western economies reopen, the spread of the delta variant of the coronavirus, first identified in India, is raising renewed concern about the path for consumption in parts of Asia.\nFor now, it looks as though the market is going to need extra supply in the second half of the year. The OPEC+ group is yet to confirm plans for production beyond July, while U.S. shale producers continue to preach discipline as they’remaking moneyagain. All the more reason then, that the focus is so intense on when the market will see Iranian supply return astalks with the U.S.continue.\nGold\nBullion is more susceptible to Federal Reserve actions than perhaps any other commodity. It tumbled to the lowest since early May after the U.S. central bank signaledmonetary policy tighteningcould start earlier than expected and the dollar jumped.\n\nAlthough the precious metal is often bought as a hedge against inflation, the Fed signaled this week that higher-than-expected inflation would not be allowed to persist, opening up the door for faster stimulus tapering. That weighs on the appeal of non-interest bearing gold. UBS Group AG forecasts prices at $1,600 an ounce by year-end, compared with about $1,780 now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162774399,"gmtCreate":1624078353511,"gmtModify":1703828409798,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Is this a tips?","listText":"Is this a tips?","text":"Is this a tips?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162774399","repostId":"2144218770","repostType":4,"repost":{"id":"2144218770","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":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624060559,"share":"https://ttm.financial/m/news/2144218770?lang=&edition=fundamental","pubTime":"2021-06-19 07:55","market":"us","language":"en","title":"Ex-Tesla president sold stocks worth $247 million since June 10-SEC filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2144218770","media":"Reuters","summary":"BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc executive and president Jerome Guillen, wh","content":"<p>BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc&nbsp;executive and president Jerome Guillen, who left the company earlier in June, has sold an estimated $274 million worth of shares after exercising stock options since June 10, according to a filing with the Securities and Exchange Commission <a href=\"https://laohu8.com/S/SEC.UK\">$(SEC.UK)$</a>.</p>\n<p>The filing, which was submitted to the SEC on Tuesday, said that Guillen expected to sell 215,718 shares for $129 million that day, and that he offloaded another 145,289 stocks worth $89.6 million on June 14, and 90,111 stocks worth $55 million on June 10.</p>\n<p>\"It could raise some eyebrows for investors,\" Wedbush Securities analyst Daniel Ives said, adding that investors are going to watch closely to see if he sells more.</p>\n<p>Guillen, a former Mercedes engineer who was with Tesla since 2010, oversaw the company's entire vehicles business before being named president of the Tesla Heavy Trucking unit in March. He left the company on June 3.</p>\n<p>The departure of Guillen, <a href=\"https://laohu8.com/S/AONE\">one</a> of Tesla's top four leaders, including CEO Elon Musk, has sparked market concerns about Tesla's future vehicle programs like the Semi electric trucks and new batteries called 4680 cells.</p>\n<p>Stock options give employees and executives the right to buy their company's stock at a specified price for a certain period of time. When share prices rise above the exercise price, they can buy the stocks at discounted prices.</p>\n<p>It was not immediately known how much Guillen paid to exercise the options.</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>Ex-Tesla president sold stocks worth $247 million since June 10-SEC filing</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\">\nEx-Tesla president sold stocks worth $247 million since June 10-SEC filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-19 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc&nbsp;executive and president Jerome Guillen, who left the company earlier in June, has sold an estimated $274 million worth of shares after exercising stock options since June 10, according to a filing with the Securities and Exchange Commission <a href=\"https://laohu8.com/S/SEC.UK\">$(SEC.UK)$</a>.</p>\n<p>The filing, which was submitted to the SEC on Tuesday, said that Guillen expected to sell 215,718 shares for $129 million that day, and that he offloaded another 145,289 stocks worth $89.6 million on June 14, and 90,111 stocks worth $55 million on June 10.</p>\n<p>\"It could raise some eyebrows for investors,\" Wedbush Securities analyst Daniel Ives said, adding that investors are going to watch closely to see if he sells more.</p>\n<p>Guillen, a former Mercedes engineer who was with Tesla since 2010, oversaw the company's entire vehicles business before being named president of the Tesla Heavy Trucking unit in March. He left the company on June 3.</p>\n<p>The departure of Guillen, <a href=\"https://laohu8.com/S/AONE\">one</a> of Tesla's top four leaders, including CEO Elon Musk, has sparked market concerns about Tesla's future vehicle programs like the Semi electric trucks and new batteries called 4680 cells.</p>\n<p>Stock options give employees and executives the right to buy their company's stock at a specified price for a certain period of time. When share prices rise above the exercise price, they can buy the stocks at discounted prices.</p>\n<p>It was not immediately known how much Guillen paid to exercise the options.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144218770","content_text":"BERKELEY, Calif., June 18 (Reuters) - Long-time Tesla Inc executive and president Jerome Guillen, who left the company earlier in June, has sold an estimated $274 million worth of shares after exercising stock options since June 10, according to a filing with the Securities and Exchange Commission $(SEC.UK)$.\nThe filing, which was submitted to the SEC on Tuesday, said that Guillen expected to sell 215,718 shares for $129 million that day, and that he offloaded another 145,289 stocks worth $89.6 million on June 14, and 90,111 stocks worth $55 million on June 10.\n\"It could raise some eyebrows for investors,\" Wedbush Securities analyst Daniel Ives said, adding that investors are going to watch closely to see if he sells more.\nGuillen, a former Mercedes engineer who was with Tesla since 2010, oversaw the company's entire vehicles business before being named president of the Tesla Heavy Trucking unit in March. He left the company on June 3.\nThe departure of Guillen, one of Tesla's top four leaders, including CEO Elon Musk, has sparked market concerns about Tesla's future vehicle programs like the Semi electric trucks and new batteries called 4680 cells.\nStock options give employees and executives the right to buy their company's stock at a specified price for a certain period of time. When share prices rise above the exercise price, they can buy the stocks at discounted prices.\nIt was not immediately known how much Guillen paid to exercise the options.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162774088,"gmtCreate":1624078331544,"gmtModify":1703828409473,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Crazy Eddie .. got so much money to burn","listText":"Crazy Eddie .. got so much money to burn","text":"Crazy Eddie .. got so much money to burn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162774088","repostId":"1161408410","repostType":4,"repost":{"id":"1161408410","kind":"news","pubTimestamp":1624065771,"share":"https://ttm.financial/m/news/1161408410?lang=&edition=fundamental","pubTime":"2021-06-19 09:22","market":"us","language":"en","title":"Wall Street Crime And Punishment: The Rise And Fall Of Crazy Eddie","url":"https://stock-news.laohu8.com/highlight/detail?id=1161408410","media":"benzinga","summary":"Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers,","content":"<p><i>Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the wrong direction.</i></p>\n<p>If you were living in the New York metropolitan area during the 1970s and 1980s, you probably remember the commercials for the Crazy Eddie electronics retail chain. They were impossible to miss:&nbsp;More than 7,500 spots featuring a frenetic, motor-mouthed spokesperson bombilating frenetically about the “in-saaaaaaaaane” discounts offered by the store.</p>\n<p>Crazy Eddie was never the biggest retail operation in the region. At its peak, there were only 43 locations spread across four states.</p>\n<p>But the ubiquity of the commercials made it seem more prominent than it actually was, and the excess attention eventually brought harsh spotlights on the financial chicanery perpetrated by its chief executive,<b>Eddie Antar.</b></p>\n<p><b>An Audacious Start:</b>Eddie Antar was born in Brooklyn, New York,&nbsp;on Dec. 18, 1947, the grandson of Syrian Jewish immigrants. Antar was an intelligent youth but found school boring, dropping out at 16 to work odd jobs before setting up a small stand at New York’s Port Authority in the heart of Manhattan where he sold portable televisions. While Antar belatedly realized he had the wrong product line in the wrong location, he used the experience to sharpen his sales skills.</p>\n<p>By 1969, Antar saved up enough money to go into business with his father Sam and cousin named Ronnie Gindi, creating a retail operation called ERS Electronics. They opened an electronics store in the Kings Highway business shopping district in Brooklyn called Sights and Sounds.</p>\n<p>At the time, small and independently-owned electronics retailers operated at a significant disadvantage against major chains due to the fair trade laws of the era that enabled manufacturers to establish a single standard retail price&nbsp;all retailers needed to list. To stand out from the competition, Antar challenged the laws by marking down his merchandise, thus offering a discount absent elsewhere in this retail sector.</p>\n<p>Some manufacturers got wise to this and refused to do business with Antar, but he circumvented their boycott by purchasing excess stock from other businesses and obtaining products through grey-market channels from overseas sources.</p>\n<p>The stress was great and Gindi eventually lost interest in the enterprise, selling his one-third of the business to Antar.</p>\n<p>But how could the store remain afloat financially through its seemingly reckless discounting? As Antar’s father Sam would later recall in an interview, the lo-fi nature of old-school retailing work&nbsp;enabled them to put their ethics on hold.</p>\n<p>“Back then, most customers paid in cash,” he said. “If we don’t disclose the sale, we keep the sales tax. That’s a good cushion to be able to afford to beat the competition.”</p>\n<p>Sights and Sounds began to attract bargain hunters from outside of Brooklyn and Antar turned into something of a one-man, in-store comedy show, going so far as taking the shoes of cash-strapped customers who wanted to buy stereos for deposits and jokingly preventing shoppers from leaving unless they made a purchase.</p>\n<p>Antar’s shtick was so amusing that his first wife Deborah came home one evening in 1971 with a story about how one of her co-workers was talking about his shopping trip to Sights and Sounds.</p>\n<p>The co-worker, who was unaware of Deborah’s connection to the store, talked happily about dealing with a salesperson that he dubbed “Crazy Eddie.” At that point, Antar decided to change the name of Sights and Sounds to Crazy Eddie.</p>\n<p><b>An Advertising Assault:</b>The fair trade law that initially stifled Antar and other smaller businesses was repealed in 1972. Antar’s aggressive discounting and colorful personality enabled him to prepare for a business expansion —&nbsp;he moved to a larger store on Kings Highway, then opened a location in the Long Island town of Syosset in 1973 and in the heart of Manhattan in 1975.</p>\n<p>Antar recognized how his larger competitors used advertising to their advantage, and in 1972 he began marketing his business over the airwaves via WPIX-FM, a popular music station that mixed rock oldies with current Top 40 hits. Antar created an ad copy script that would be read live on the air by Jerry Carroll, one of the station’s disk jockeys. But Carroll decided to improvise, reading the copy in a mock-frenzied manner and creating a new closing line with “Crazy Eddie —&nbsp;his prices are in-saaaaaaaaane.”</p>\n<p>Rather than be upset by the deviation to the script, Antar was ecstatic with Carroll’s flippant approach as&nbsp;his delivery stood out wildly from the other advertising running on the station. Antar contracted Carroll to be his on-air pitchman for radio, and in 1975 Carroll was brought in front of the cameras for a television campaign.</p>\n<p>It was through the television commercials&nbsp;Crazy Eddie became the center of consumer attention. For the next 10 years, the commercials offered endless variations on the same set-up: Carroll wore the same outfit — a dark blazer and a turtleneck sweater —&nbsp;and stood surrounded by displays of the electronics being peddled.</p>\n<p>Each commercial ran about 30 seconds, but Carroll spoke so rapidly that it seemed he was trying to cover 60 seconds of a script in half of his allotted time.</p>\n<p>Carroll’s physical delivery was comically spastic, with flailing arms, bulging eyes and the most manic smile this side of the Joker.</p>\n<p>He would inevitably challenge shoppers to “shop around, get the best prices you can find, then bring ’em to Crazy Eddie and he’ll beat ’em.” And each commercial ended with Carroll stretching his arms out while proclaiming, “Crazy Eddie —&nbsp;his prices are in-saaaaaaaaane.”</p>\n<p>There would be a few variations to the presentation, including a Christmas season ad campaign and a “Christmas in August” summertime effort with Carroll dressed in a Santa suit while being pelted with Styrofoam snowballs and papery snowflakes.</p>\n<p>A couple of movie spoof spots put Carroll in parodies of “Casablanca,” “Saturday Night Fever,” “Superman” and “10,” and one ad had a man in a gorilla suit grunting dialogue while subtitles offered simian-to-English translations.</p>\n<p><b>Not So Funny:</b>After the commercials came on in full force, Crazy Eddie generated $350 million in annual revenue during its prime years.</p>\n<p>But as Crazy Eddie grew, Antar’s approach to business became more problematic: cash payments were not recorded, the sales tax was pocketed and employees received off-the-books pay rather than paychecks that clearly deducted federal and state taxes.</p>\n<p>Antar helped finance his cousin Sam Antar’s college education and brought him on as a chief financial officer, but Sam would later recall this was not done out of love of family.</p>\n<p>“The whole purpose of the business was to commit premeditated fraud,” Sam recounted in an interview with MentalFloss.com. “My family put me through college to help them commit more sophisticated fraud in the future. I was trained to be a criminal.</p>\n<p>\"People have a certain idea of Crazy Eddie —&nbsp;in reality, it was a dark criminal enterprise.”</p>\n<p>Antar initially kept his ill-gotten gains hidden within his home, but later began sending the money far into the world. Offshore bank accounts in Canada, Gibraltar, Israel, Liberia, Luxembourg, Panama and Switzerland were set up, and by the early 1980s, Antar and his family were skimming upwards of $4 million annually in unreported income and unpaid taxes.</p>\n<p>Eventually, the graft became too big to easily hide. The solution, Antar theorized, was not to hide but to be in the greatest spotlight imaginable:&nbsp;Antar decided to take Crazy Eddie public.</p>\n<p><b>Hello, Wall Street:</b>Crazy Eddie conducted its initial public offering on Sept. 13, 1984, taking the NASDAQ symbol CRZY. The popularity of the television commercials helped bring in the initial wave of investor interest, while gourmet-level cooked books gave the phony impression of a well-run retail operation.</p>\n<p>Two years after first trading at $8 a share, Crazy Eddie stock was at a split-adjusted $75 per share.</p>\n<p>Why Antar believed he could continue with his shenanigans amid the added scrutiny given to public companies is a mystery, but by 1987 he found himself in lethal shoals.</p>\n<p>The increased retail competition saw Crazy Eddie’s sales decline, resulting in a tumbling stock price.</p>\n<p>Antar announced his resignation in December 1986, but four months later he shocked shareholders by revealing he never stepped down —&nbsp;and&nbsp;while still at the helm, he sold off his shares in the company, gaining about $30 million in the transaction.</p>\n<p>The company had begun planning to go private when an outside investor group successfully agitated to take over what they believed to be a struggling but respectable company. But when their auditors came in, they were flabbergasted to find grossly exaggerated inventories of up to $28 million, $20 million in phony debit memos to vendors and sales reports that were closer to fiction than accountancy.</p>\n<p>The chain went bankrupt in 1989 and was forced to shut down its retail network. Federal and state investigations overwhelmed what remained of the Crazy Eddie and Antar was hit with an endless flurry of lawsuits.</p>\n<p>\"By any measure, this is a staggering securities fraud,\" said<b>Michael Chertoff</b>, the U.S. Attorney for New Jersey, who accused the Antars of creating \"a giant bubble\" rather than a successful business.</p>\n<p>By 1990, Antar disappeared after failing to appear at a court hearing. He obtained a phony U.S. passport issued to “Harry Page Shalom” and left the country. After a two-year global search, he was located in 1992 in a Tel Aviv suburb living under the name Alexander Stewart.</p>\n<p>Antar was brought back to the U.S. to find his cousin Sam Antar had taken a plea deal with federal prosecutors and agreed to testify against him in court.</p>\n<p>“There’s no better motivator than a 20-year prison term,” Sam Antar stated. “I didn’t cooperate because I found God. I cooperated to save my ass.”</p>\n<p>In July 2013, Antar was found guilty of 17 counts of fraud and sentenced to 12½ years in prison. Two years later, his verdicts were overturned on appeal.</p>\n<p>Rather than face the stress of another trial, Antar pleaded guilty to federal fraud charges in May 1996 and was sentenced in 1997 to eight years in prison.</p>\n<p><b>The Legend Lives On:</b>Antar was released after four years in prison and federal law enforcement officials managed to find more than $120 million from his offshore bank accounts, which was repaid to investors.</p>\n<p>Several attempts occurred over the subsequent years to revive the Crazy Eddie brand, first as a brick-and-mortar retailer and then as an e-commerce venture, but all of these efforts failed.</p>\n<p>In June 2019,<b>Jon Turteltaub</b>, the director of the “National Treasure” film franchise, announced plans to make a biopic about Antar. But that project has yet to come to life.</p>\n<p>Many of the Crazy Eddie commercials can be found on YouTube, and marketing experts consider them to be among the most imaginative and successful examples of television advertising.</p>\n<p>Antar stayed out of the public light after leaving prison and died of complications from liver cancer on Sept. 10, 2016. He never publicly spoke about his past, although in a brief late-life exchange with a Newark Star-Ledger reporter he acknowledged the unique impact he had on retailing.</p>\n<p>“Everybody knows Crazy Eddie,” he said. “What can I tell you? I changed the business. I changed the whole business.”</p>","source":"lsy1606299360108","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>Wall Street Crime And Punishment: The Rise And Fall Of Crazy Eddie</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\">\nWall Street Crime And Punishment: The Rise And Fall Of Crazy Eddie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/06/21596990/wall-street-crime-and-punishment-the-rise-and-fall-of-crazy-eddie><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the wrong direction.\nIf ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/06/21596990/wall-street-crime-and-punishment-the-rise-and-fall-of-crazy-eddie\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/21/06/21596990/wall-street-crime-and-punishment-the-rise-and-fall-of-crazy-eddie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161408410","content_text":"Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the wrong direction.\nIf you were living in the New York metropolitan area during the 1970s and 1980s, you probably remember the commercials for the Crazy Eddie electronics retail chain. They were impossible to miss: More than 7,500 spots featuring a frenetic, motor-mouthed spokesperson bombilating frenetically about the “in-saaaaaaaaane” discounts offered by the store.\nCrazy Eddie was never the biggest retail operation in the region. At its peak, there were only 43 locations spread across four states.\nBut the ubiquity of the commercials made it seem more prominent than it actually was, and the excess attention eventually brought harsh spotlights on the financial chicanery perpetrated by its chief executive,Eddie Antar.\nAn Audacious Start:Eddie Antar was born in Brooklyn, New York, on Dec. 18, 1947, the grandson of Syrian Jewish immigrants. Antar was an intelligent youth but found school boring, dropping out at 16 to work odd jobs before setting up a small stand at New York’s Port Authority in the heart of Manhattan where he sold portable televisions. While Antar belatedly realized he had the wrong product line in the wrong location, he used the experience to sharpen his sales skills.\nBy 1969, Antar saved up enough money to go into business with his father Sam and cousin named Ronnie Gindi, creating a retail operation called ERS Electronics. They opened an electronics store in the Kings Highway business shopping district in Brooklyn called Sights and Sounds.\nAt the time, small and independently-owned electronics retailers operated at a significant disadvantage against major chains due to the fair trade laws of the era that enabled manufacturers to establish a single standard retail price all retailers needed to list. To stand out from the competition, Antar challenged the laws by marking down his merchandise, thus offering a discount absent elsewhere in this retail sector.\nSome manufacturers got wise to this and refused to do business with Antar, but he circumvented their boycott by purchasing excess stock from other businesses and obtaining products through grey-market channels from overseas sources.\nThe stress was great and Gindi eventually lost interest in the enterprise, selling his one-third of the business to Antar.\nBut how could the store remain afloat financially through its seemingly reckless discounting? As Antar’s father Sam would later recall in an interview, the lo-fi nature of old-school retailing work enabled them to put their ethics on hold.\n“Back then, most customers paid in cash,” he said. “If we don’t disclose the sale, we keep the sales tax. That’s a good cushion to be able to afford to beat the competition.”\nSights and Sounds began to attract bargain hunters from outside of Brooklyn and Antar turned into something of a one-man, in-store comedy show, going so far as taking the shoes of cash-strapped customers who wanted to buy stereos for deposits and jokingly preventing shoppers from leaving unless they made a purchase.\nAntar’s shtick was so amusing that his first wife Deborah came home one evening in 1971 with a story about how one of her co-workers was talking about his shopping trip to Sights and Sounds.\nThe co-worker, who was unaware of Deborah’s connection to the store, talked happily about dealing with a salesperson that he dubbed “Crazy Eddie.” At that point, Antar decided to change the name of Sights and Sounds to Crazy Eddie.\nAn Advertising Assault:The fair trade law that initially stifled Antar and other smaller businesses was repealed in 1972. Antar’s aggressive discounting and colorful personality enabled him to prepare for a business expansion — he moved to a larger store on Kings Highway, then opened a location in the Long Island town of Syosset in 1973 and in the heart of Manhattan in 1975.\nAntar recognized how his larger competitors used advertising to their advantage, and in 1972 he began marketing his business over the airwaves via WPIX-FM, a popular music station that mixed rock oldies with current Top 40 hits. Antar created an ad copy script that would be read live on the air by Jerry Carroll, one of the station’s disk jockeys. But Carroll decided to improvise, reading the copy in a mock-frenzied manner and creating a new closing line with “Crazy Eddie — his prices are in-saaaaaaaaane.”\nRather than be upset by the deviation to the script, Antar was ecstatic with Carroll’s flippant approach as his delivery stood out wildly from the other advertising running on the station. Antar contracted Carroll to be his on-air pitchman for radio, and in 1975 Carroll was brought in front of the cameras for a television campaign.\nIt was through the television commercials Crazy Eddie became the center of consumer attention. For the next 10 years, the commercials offered endless variations on the same set-up: Carroll wore the same outfit — a dark blazer and a turtleneck sweater — and stood surrounded by displays of the electronics being peddled.\nEach commercial ran about 30 seconds, but Carroll spoke so rapidly that it seemed he was trying to cover 60 seconds of a script in half of his allotted time.\nCarroll’s physical delivery was comically spastic, with flailing arms, bulging eyes and the most manic smile this side of the Joker.\nHe would inevitably challenge shoppers to “shop around, get the best prices you can find, then bring ’em to Crazy Eddie and he’ll beat ’em.” And each commercial ended with Carroll stretching his arms out while proclaiming, “Crazy Eddie — his prices are in-saaaaaaaaane.”\nThere would be a few variations to the presentation, including a Christmas season ad campaign and a “Christmas in August” summertime effort with Carroll dressed in a Santa suit while being pelted with Styrofoam snowballs and papery snowflakes.\nA couple of movie spoof spots put Carroll in parodies of “Casablanca,” “Saturday Night Fever,” “Superman” and “10,” and one ad had a man in a gorilla suit grunting dialogue while subtitles offered simian-to-English translations.\nNot So Funny:After the commercials came on in full force, Crazy Eddie generated $350 million in annual revenue during its prime years.\nBut as Crazy Eddie grew, Antar’s approach to business became more problematic: cash payments were not recorded, the sales tax was pocketed and employees received off-the-books pay rather than paychecks that clearly deducted federal and state taxes.\nAntar helped finance his cousin Sam Antar’s college education and brought him on as a chief financial officer, but Sam would later recall this was not done out of love of family.\n“The whole purpose of the business was to commit premeditated fraud,” Sam recounted in an interview with MentalFloss.com. “My family put me through college to help them commit more sophisticated fraud in the future. I was trained to be a criminal.\n\"People have a certain idea of Crazy Eddie — in reality, it was a dark criminal enterprise.”\nAntar initially kept his ill-gotten gains hidden within his home, but later began sending the money far into the world. Offshore bank accounts in Canada, Gibraltar, Israel, Liberia, Luxembourg, Panama and Switzerland were set up, and by the early 1980s, Antar and his family were skimming upwards of $4 million annually in unreported income and unpaid taxes.\nEventually, the graft became too big to easily hide. The solution, Antar theorized, was not to hide but to be in the greatest spotlight imaginable: Antar decided to take Crazy Eddie public.\nHello, Wall Street:Crazy Eddie conducted its initial public offering on Sept. 13, 1984, taking the NASDAQ symbol CRZY. The popularity of the television commercials helped bring in the initial wave of investor interest, while gourmet-level cooked books gave the phony impression of a well-run retail operation.\nTwo years after first trading at $8 a share, Crazy Eddie stock was at a split-adjusted $75 per share.\nWhy Antar believed he could continue with his shenanigans amid the added scrutiny given to public companies is a mystery, but by 1987 he found himself in lethal shoals.\nThe increased retail competition saw Crazy Eddie’s sales decline, resulting in a tumbling stock price.\nAntar announced his resignation in December 1986, but four months later he shocked shareholders by revealing he never stepped down — and while still at the helm, he sold off his shares in the company, gaining about $30 million in the transaction.\nThe company had begun planning to go private when an outside investor group successfully agitated to take over what they believed to be a struggling but respectable company. But when their auditors came in, they were flabbergasted to find grossly exaggerated inventories of up to $28 million, $20 million in phony debit memos to vendors and sales reports that were closer to fiction than accountancy.\nThe chain went bankrupt in 1989 and was forced to shut down its retail network. Federal and state investigations overwhelmed what remained of the Crazy Eddie and Antar was hit with an endless flurry of lawsuits.\n\"By any measure, this is a staggering securities fraud,\" saidMichael Chertoff, the U.S. Attorney for New Jersey, who accused the Antars of creating \"a giant bubble\" rather than a successful business.\nBy 1990, Antar disappeared after failing to appear at a court hearing. He obtained a phony U.S. passport issued to “Harry Page Shalom” and left the country. After a two-year global search, he was located in 1992 in a Tel Aviv suburb living under the name Alexander Stewart.\nAntar was brought back to the U.S. to find his cousin Sam Antar had taken a plea deal with federal prosecutors and agreed to testify against him in court.\n“There’s no better motivator than a 20-year prison term,” Sam Antar stated. “I didn’t cooperate because I found God. I cooperated to save my ass.”\nIn July 2013, Antar was found guilty of 17 counts of fraud and sentenced to 12½ years in prison. Two years later, his verdicts were overturned on appeal.\nRather than face the stress of another trial, Antar pleaded guilty to federal fraud charges in May 1996 and was sentenced in 1997 to eight years in prison.\nThe Legend Lives On:Antar was released after four years in prison and federal law enforcement officials managed to find more than $120 million from his offshore bank accounts, which was repaid to investors.\nSeveral attempts occurred over the subsequent years to revive the Crazy Eddie brand, first as a brick-and-mortar retailer and then as an e-commerce venture, but all of these efforts failed.\nIn June 2019,Jon Turteltaub, the director of the “National Treasure” film franchise, announced plans to make a biopic about Antar. But that project has yet to come to life.\nMany of the Crazy Eddie commercials can be found on YouTube, and marketing experts consider them to be among the most imaginative and successful examples of television advertising.\nAntar stayed out of the public light after leaving prison and died of complications from liver cancer on Sept. 10, 2016. He never publicly spoke about his past, although in a brief late-life exchange with a Newark Star-Ledger reporter he acknowledged the unique impact he had on retailing.\n“Everybody knows Crazy Eddie,” he said. “What can I tell you? I changed the business. I changed the whole business.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937805608,"gmtCreate":1663387261704,"gmtModify":1676537263998,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"U missed out Adobe.. tragic!","listText":"U missed out Adobe.. tragic!","text":"U missed out Adobe.. tragic!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937805608","repostId":"2267169681","repostType":2,"repost":{"id":"2267169681","kind":"highlight","pubTimestamp":1663366397,"share":"https://ttm.financial/m/news/2267169681?lang=&edition=fundamental","pubTime":"2022-09-17 06:13","market":"us","language":"en","title":"3 High-Growth Stocks to Buy If the Nasdaq Falls Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2267169681","media":"Motley Fool","summary":"These growth stocks can survive and deliver market-beating returns over the next decade.","content":"<html><head></head><body><p>After a brief rally in July, the tech-heavy <b>Nasdaq Composite</b> index has fallen 10% over the last month, and the latest round of economic news sent stocks falling hard again in early September. The Consumer Price Index for August came in higher than expected, increasing 0.1%, which put Wall Street on pins and needles again.</p><p>If the markets continue to fall, investors might want to focus on companies that experienced the most demand in this environment, such as cloud computing and cybersecurity. <b>Cloudflare</b> CEO Matthew Price said it best: &#34;No company is recession-proof. But some are more recession-resilient than others.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19cb448d75342354700acdcc5942b265\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Companies are not going back to legacy data systems that are slower and more costly to operate. The cost savings of cloud-based services have become more important than ever in this inflationary environment. The same can be said for cybersecurity. Cyberthreats are certainly not going away just because of a weak economy.</p><p>Here are three companies delivering high revenue growth in these markets that should deliver massive returns to investors over the next decade.</p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p><b>Snowflake</b> has emerged as a default option for companies looking for a cloud-based solution to access data without being bottlenecked by on-premise data systems. Snowflake&#39;s Data Cloud platform can be used with any of the major cloud infrastructure providers, such as <b>Amazon</b> Web Services, <b>Microsoft</b> Azure, or <b>Alphabet</b>&#39;s Google Cloud. Data can even be shared with other organizations through the Snowflake marketplace, which makes the platform more valuable as more users join.</p><p>The ability to share data throughout a company&#39;s ecosystem in just a few clicks is a winning card for Snowflake. For example, a business can easily upload and share data with its corporate customers to provide better insight about demand and inventory down the supply chain. That&#39;s an invaluable service with all the supply chain issues during the pandemic.</p><p>While the stock fell over valuation concerns this year, eventually the stock will track the company&#39;s growth, which has been exceptional. In the most recent quarter, revenue growth clocked in at a robust 83% over the year-ago quarter. There are more than 6,800 customers using the platform with a high revenue retention rate of 171%, which means customers are spending more with the company after first signing up. Many of the best software-as-a-service providers typically have a revenue retention rate of around 130% or less.</p><p>The best part is that Snowflake is delivering this level of growth profitably. Over the last four quarters, free cash flow came in at $292 million on $1.6 billion of revenue. This allows Snowflake to continue investing in new features without sacrificing its debt-free balance sheet.</p><p>The company has lots of opportunity across data warehousing, cybersecurity, and data engineering. Its total addressable market is estimated at $248 billion, which should pave the way for years of high growth. I started a position in the stock over the summer and wouldn&#39;t hesitate to buy more in the near term, especially if Snowflake continues to report strong growth on the top line.</p><h2>SentinelOne</h2><p>The threat of cyber attacks is only getting more severe. Changing technology means cyberthreats also evolve and get more sophisticated over time. That&#39;s why the cybersecurity industry is a ripe field to look for wealth-building growth stocks, and you&#39;ll be hard-pressed to find a faster-growing company than <b>SentinelOne</b>.</p><p>The stock has fallen 45% year to date, but the business has continued to grow like gangbusters. Revenue more than doubled in the first half of the year, with growth accelerating in the second quarter. Management noted that demand for business remains strong, which allowed the company to raise its full-year outlook.</p><p>There are several top cybersecurity providers, but the numbers make it clear that customers absolutely love SentinelOne. Compared to its peers, such as <b>CrowdStrike</b> and <b><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></b>, SentinelOne executives believe they have superior technology. For example, competitors might take up to an hour to remediate a threat, while SentinelOne&#39;s artificial intelligence-based solution protects endpoint devices, like phones and laptops, in real time.</p><p>The biggest concern for SentinelOne is that the company is showing negative free cash flow right now, so investors must have faith that continued growth on the top line will eventually lift profitability. At this early stage of the company&#39;s growth, it&#39;s an acceptable trade-off for what could be a home-run investment.</p><p>The company&#39;s market cap is $7.8 billion, whereas CrowdStrike has a market cap of $42 billion. There is clearly a lot of upside for SentinelOne. The cybersecurity market is expected to grow to over $400 billion by 2027. The companies showing the fastest growth are in the best position to deliver market-beating returns, which leaves SentinelOne as a top choice.</p><h2>Cloudflare</h2><p>You might use Cloudflare everyday without realizing it. Cloudflare&#39;s network infrastructure is used by businesses, websites, bloggers, and apps. It handles more than 10% of all internet traffic. Its technology basically makes applications more secure and faster to operate, while the company makes money from selling subscriptions to use its platform.</p><p>The steep sell-off in the stock price over the last year means investors are getting more bang for their buck with this fast-growing business.</p><p>Revenue growth remained consistent with the company&#39;s historical trend, growing 54% year over year through the first half of 2022.  Management credited spending from large customers for the increase, which now represents 60% of Cloudflare&#39;s business. Generating more revenue from established companies is important because large corporations are more likely to keep spending on digital services, even during an uncertain economic environment.</p><p>Cloudflare gets more efficient the more customers join. As the company grows larger, it can more quickly shift customers&#39; data across an expanding network to improve performance with their applications. On the second-quarter earnings call, CEO Matthew Price noted that a Fortune 500 energy company recently switched to Cloudflare from <b>Zscaler</b>, because the former was easier to use and better-performing.</p><p>Like SentinelOne, Cloudflare is generating negative free cash flow, but investors shouldn&#39;t worry too much about that at this early stage of growth. Cloudflare says its addressable market increased from $32 billion in 2018 to $115 billion, and it should keep growing. Most importantly, it is winning over customers from competitors and delivering very consistent revenue growth. Cloudflare is the only stock featured here that I don&#39;t have in my portfolio, but that may change soon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Growth Stocks to Buy If the Nasdaq Falls Again</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\">\n3 High-Growth Stocks to Buy If the Nasdaq Falls Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 06:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/16/3-high-growth-stocks-buy-nasdaq-falls/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a brief rally in July, the tech-heavy Nasdaq Composite index has fallen 10% over the last month, and the latest round of economic news sent stocks falling hard again in early September. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/16/3-high-growth-stocks-buy-nasdaq-falls/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","S":"SentinelOne, Inc","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2022/09/16/3-high-growth-stocks-buy-nasdaq-falls/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267169681","content_text":"After a brief rally in July, the tech-heavy Nasdaq Composite index has fallen 10% over the last month, and the latest round of economic news sent stocks falling hard again in early September. The Consumer Price Index for August came in higher than expected, increasing 0.1%, which put Wall Street on pins and needles again.If the markets continue to fall, investors might want to focus on companies that experienced the most demand in this environment, such as cloud computing and cybersecurity. Cloudflare CEO Matthew Price said it best: \"No company is recession-proof. But some are more recession-resilient than others.\"Image source: Getty Images.Companies are not going back to legacy data systems that are slower and more costly to operate. The cost savings of cloud-based services have become more important than ever in this inflationary environment. The same can be said for cybersecurity. Cyberthreats are certainly not going away just because of a weak economy.Here are three companies delivering high revenue growth in these markets that should deliver massive returns to investors over the next decade.SnowflakeSnowflake has emerged as a default option for companies looking for a cloud-based solution to access data without being bottlenecked by on-premise data systems. Snowflake's Data Cloud platform can be used with any of the major cloud infrastructure providers, such as Amazon Web Services, Microsoft Azure, or Alphabet's Google Cloud. Data can even be shared with other organizations through the Snowflake marketplace, which makes the platform more valuable as more users join.The ability to share data throughout a company's ecosystem in just a few clicks is a winning card for Snowflake. For example, a business can easily upload and share data with its corporate customers to provide better insight about demand and inventory down the supply chain. That's an invaluable service with all the supply chain issues during the pandemic.While the stock fell over valuation concerns this year, eventually the stock will track the company's growth, which has been exceptional. In the most recent quarter, revenue growth clocked in at a robust 83% over the year-ago quarter. There are more than 6,800 customers using the platform with a high revenue retention rate of 171%, which means customers are spending more with the company after first signing up. Many of the best software-as-a-service providers typically have a revenue retention rate of around 130% or less.The best part is that Snowflake is delivering this level of growth profitably. Over the last four quarters, free cash flow came in at $292 million on $1.6 billion of revenue. This allows Snowflake to continue investing in new features without sacrificing its debt-free balance sheet.The company has lots of opportunity across data warehousing, cybersecurity, and data engineering. Its total addressable market is estimated at $248 billion, which should pave the way for years of high growth. I started a position in the stock over the summer and wouldn't hesitate to buy more in the near term, especially if Snowflake continues to report strong growth on the top line.SentinelOneThe threat of cyber attacks is only getting more severe. Changing technology means cyberthreats also evolve and get more sophisticated over time. That's why the cybersecurity industry is a ripe field to look for wealth-building growth stocks, and you'll be hard-pressed to find a faster-growing company than SentinelOne.The stock has fallen 45% year to date, but the business has continued to grow like gangbusters. Revenue more than doubled in the first half of the year, with growth accelerating in the second quarter. Management noted that demand for business remains strong, which allowed the company to raise its full-year outlook.There are several top cybersecurity providers, but the numbers make it clear that customers absolutely love SentinelOne. Compared to its peers, such as CrowdStrike and Palo Alto Networks, SentinelOne executives believe they have superior technology. For example, competitors might take up to an hour to remediate a threat, while SentinelOne's artificial intelligence-based solution protects endpoint devices, like phones and laptops, in real time.The biggest concern for SentinelOne is that the company is showing negative free cash flow right now, so investors must have faith that continued growth on the top line will eventually lift profitability. At this early stage of the company's growth, it's an acceptable trade-off for what could be a home-run investment.The company's market cap is $7.8 billion, whereas CrowdStrike has a market cap of $42 billion. There is clearly a lot of upside for SentinelOne. The cybersecurity market is expected to grow to over $400 billion by 2027. The companies showing the fastest growth are in the best position to deliver market-beating returns, which leaves SentinelOne as a top choice.CloudflareYou might use Cloudflare everyday without realizing it. Cloudflare's network infrastructure is used by businesses, websites, bloggers, and apps. It handles more than 10% of all internet traffic. Its technology basically makes applications more secure and faster to operate, while the company makes money from selling subscriptions to use its platform.The steep sell-off in the stock price over the last year means investors are getting more bang for their buck with this fast-growing business.Revenue growth remained consistent with the company's historical trend, growing 54% year over year through the first half of 2022.  Management credited spending from large customers for the increase, which now represents 60% of Cloudflare's business. Generating more revenue from established companies is important because large corporations are more likely to keep spending on digital services, even during an uncertain economic environment.Cloudflare gets more efficient the more customers join. As the company grows larger, it can more quickly shift customers' data across an expanding network to improve performance with their applications. On the second-quarter earnings call, CEO Matthew Price noted that a Fortune 500 energy company recently switched to Cloudflare from Zscaler, because the former was easier to use and better-performing.Like SentinelOne, Cloudflare is generating negative free cash flow, but investors shouldn't worry too much about that at this early stage of growth. Cloudflare says its addressable market increased from $32 billion in 2018 to $115 billion, and it should keep growing. Most importantly, it is winning over customers from competitors and delivering very consistent revenue growth. Cloudflare is the only stock featured here that I don't have in my portfolio, but that may change soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052102899,"gmtCreate":1655132852111,"gmtModify":1676535567638,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Believe u i bankrupt faster","listText":"Believe u i bankrupt faster","text":"Believe u i bankrupt faster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052102899","repostId":"2242245215","repostType":4,"repost":{"id":"2242245215","kind":"highlight","pubTimestamp":1655110921,"share":"https://ttm.financial/m/news/2242245215?lang=&edition=fundamental","pubTime":"2022-06-13 17:02","market":"us","language":"en","title":"3 Great Dividend Stocks You Can Buy for Less Than $50","url":"https://stock-news.laohu8.com/highlight/detail?id=2242245215","media":"Motley Fool","summary":"These low-priced dividend stocks enable investors to maximize their income yield.","content":"<html><head></head><body><p>You don&#39;t need much money to generate passive income from the stock market. Many high-quality dividend stocks sell for less than $50 a share. That allows you to put even a little bit of money to work generating income.</p><p>Three great dividend stocks with low share prices are <b><a href=\"https://laohu8.com/S/MPW\">Medical Properties Trust</a></b>, <b>Kinder Morgan</b>, and <b><a href=\"https://laohu8.com/S/STOR\">STORE Capital</a></b>. With stock prices currently in the $16 to $26 range, and above-average dividend yields, they can help investors maximize their ability to earn dividend income.</p><h2>A healthy dividend</h2><p>Medical Properties Trust is a real estate investment trust (REIT) that focuses on owning hospitals. It leases these facilities to healthcare companies, supplying it with steady rental income to pay its dividend. The healthcare REIT currently offers a 7.3% dividend yield on its $16 stock price.</p><p>One of the great things about this dividend is that Medical Properties Trust has steadily increased it each year; the REIT delivered its ninth straight year of dividend increases in 2022. The company has been able to steadily increase its dividend by continuing to acquire income-producing hospital real estate.</p><p>The REIT expects to acquire another $1 billion to $3 billion of properties this year. Those deals should enable it to continue growing its dividend. Meanwhile, it has lots of growth ahead, given its estimates that there&#39;s $500 billion to $750 billion of owner-occupied hospital real estate in the U.S. alone. That provides the REIT with a vast opportunity set to drive future dividend growth.</p><h2>Plenty of fuel to keep growing the dividend</h2><p>Kinder Morgan is a leading natural gas pipeline company. It gets paid steady fees as natural gas and other commodities travel through its pipelines and related infrastructure. That gives Kinder Morgan stable cash flow to support its dividend, which yields 5.8% at the current $19 stock price.</p><p>Kinder Morgan has increased its dividend payment in each of the last five years, and it should have plenty of fuel to grow the dividend in the future. The natural gas pipeline giant currently produces enough cash to cover its high-yielding dividend and its expansion program, with room to spare. With those expansion projects growing its cash flow, Kinder Morgan will have more money to increase the dividend.</p><p>The company expects to be able to continue growing its natural gas infrastructure footprint. Russia&#39;s invasion of Ukraine is forcing counties to prioritize energy security, leading them to secure more liquefied natural gas (LNG) supplies from the U.S. That should give Kinder Morgan more opportunities to expand its natural gas infrastructure in the coming years, supporting its ability to keep increasing the dividend.</p><h2>Profitable properties</h2><p>STORE Capital is another REIT that pays an attractive dividend. It currently offers a 5.9% yield on its $26 stock price.</p><p>The REIT has steadily increased its dividend since its initial public offering in 2014. It has given investors a raise every year, growing the payout at a 6.1% compound annual rate during that time frame.</p><p>One of the keys to STORE Capital&#39;s success is its focus on acquiring properties crucial to the profits of the tenants operating them. These include manufacturing sites, service-oriented retail properties (like furniture stores and automotive dealers), and service-related real estate (such as restaurants, medical offices, education buildings, and health clubs). STORE Capital&#39;s focus on profit-center real estate means its tenants are more likely to continue to pay rent so they don&#39;t lose access to a profitable location.</p><h2>Great ways to start putting your money to work</h2><p>The stock market makes it easy to start earning passive income. Thanks to their low share prices, it would cost just over $60 to buy <a href=\"https://laohu8.com/S/AONE.U\">one</a> share each of Medical Properties Trust, Kinder Morgan, <i>and</i> STORE Capital. That would allow investors to put their money to work making more money, since these companies pay attractive dividends that they&#39;ve steadily increased over the years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Great Dividend Stocks You Can Buy for Less Than $50</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\">\n3 Great Dividend Stocks You Can Buy for Less Than $50\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 17:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/12/3-great-dividend-stocks-you-can-buy-for-less-than/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You don't need much money to generate passive income from the stock market. Many high-quality dividend stocks sell for less than $50 a share. That allows you to put even a little bit of money to work ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/12/3-great-dividend-stocks-you-can-buy-for-less-than/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STOR":"STORE Capital","KMI":"金德尔摩根","MPW":"Medical Properties Trust"},"source_url":"https://www.fool.com/investing/2022/06/12/3-great-dividend-stocks-you-can-buy-for-less-than/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242245215","content_text":"You don't need much money to generate passive income from the stock market. Many high-quality dividend stocks sell for less than $50 a share. That allows you to put even a little bit of money to work generating income.Three great dividend stocks with low share prices are Medical Properties Trust, Kinder Morgan, and STORE Capital. With stock prices currently in the $16 to $26 range, and above-average dividend yields, they can help investors maximize their ability to earn dividend income.A healthy dividendMedical Properties Trust is a real estate investment trust (REIT) that focuses on owning hospitals. It leases these facilities to healthcare companies, supplying it with steady rental income to pay its dividend. The healthcare REIT currently offers a 7.3% dividend yield on its $16 stock price.One of the great things about this dividend is that Medical Properties Trust has steadily increased it each year; the REIT delivered its ninth straight year of dividend increases in 2022. The company has been able to steadily increase its dividend by continuing to acquire income-producing hospital real estate.The REIT expects to acquire another $1 billion to $3 billion of properties this year. Those deals should enable it to continue growing its dividend. Meanwhile, it has lots of growth ahead, given its estimates that there's $500 billion to $750 billion of owner-occupied hospital real estate in the U.S. alone. That provides the REIT with a vast opportunity set to drive future dividend growth.Plenty of fuel to keep growing the dividendKinder Morgan is a leading natural gas pipeline company. It gets paid steady fees as natural gas and other commodities travel through its pipelines and related infrastructure. That gives Kinder Morgan stable cash flow to support its dividend, which yields 5.8% at the current $19 stock price.Kinder Morgan has increased its dividend payment in each of the last five years, and it should have plenty of fuel to grow the dividend in the future. The natural gas pipeline giant currently produces enough cash to cover its high-yielding dividend and its expansion program, with room to spare. With those expansion projects growing its cash flow, Kinder Morgan will have more money to increase the dividend.The company expects to be able to continue growing its natural gas infrastructure footprint. Russia's invasion of Ukraine is forcing counties to prioritize energy security, leading them to secure more liquefied natural gas (LNG) supplies from the U.S. That should give Kinder Morgan more opportunities to expand its natural gas infrastructure in the coming years, supporting its ability to keep increasing the dividend.Profitable propertiesSTORE Capital is another REIT that pays an attractive dividend. It currently offers a 5.9% yield on its $26 stock price.The REIT has steadily increased its dividend since its initial public offering in 2014. It has given investors a raise every year, growing the payout at a 6.1% compound annual rate during that time frame.One of the keys to STORE Capital's success is its focus on acquiring properties crucial to the profits of the tenants operating them. These include manufacturing sites, service-oriented retail properties (like furniture stores and automotive dealers), and service-related real estate (such as restaurants, medical offices, education buildings, and health clubs). STORE Capital's focus on profit-center real estate means its tenants are more likely to continue to pay rent so they don't lose access to a profitable location.Great ways to start putting your money to workThe stock market makes it easy to start earning passive income. Thanks to their low share prices, it would cost just over $60 to buy one share each of Medical Properties Trust, Kinder Morgan, and STORE Capital. That would allow investors to put their money to work making more money, since these companies pay attractive dividends that they've steadily increased over the years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052102050,"gmtCreate":1655132829870,"gmtModify":1676535567630,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Want get rich don't buy SG stock.","listText":"Want get rich don't buy SG stock.","text":"Want get rich don't buy SG stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052102050","repostId":"1107320034","repostType":4,"repost":{"id":"1107320034","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":1655115968,"share":"https://ttm.financial/m/news/1107320034?lang=&edition=fundamental","pubTime":"2022-06-13 18:26","market":"sg","language":"en","title":"Singapore Stocks Drop 1.33% along with Regional Key Indices","url":"https://stock-news.laohu8.com/highlight/detail?id=1107320034","media":"Tiger Newspress","summary":"SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/3b3364f51e2fd8cddb19f22de7bcf870\" tg-width=\"440\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that were savaged by fears of bigger policy rate hikes by the United States and China’s possibly re-imposing new lockdowns to stem the coronavirus.</p><p>The key gauge Straits Times Index (STI) slid 1.33 per cent or 42.38 points to 3,139.35, with only 3 counters having managed to escape unscathed.Singtel : Z74 +0.79%trading cum dividend rose 0.79 per cent to S$2.54,Sembcorp Industries : U96 +0.36%was 0.36 per cent higher at S$2.79, andDFI Retail Group : D01 0%(formerly Dairy Farm International) was flat at US$2.90.</p><p>Yeap Jun Rong, market strategist at IG, pointed out that last week’s sell-off has marked a break below a key downward trendline, which has been supporting the STI on at least 7 occasions since November 2020.</p><p>“A break below the trendline may suggest bearish sentiments taking greater control and that may leave the 3,000 psychological level on watch over the longer term,” said Yeap.</p><p>The broader market painted a similar picture, with the number of decliners more than double that of gainers at 407 to 151, as 1.65 billion securities worth a total of S$1.44 billion were traded.</p><p>As its controversial proposed merger with Keppel Offshore and Marine is thrust into the spotlight by a minority shareholder who is staging a campaign to vote against the move,Sembcorp Marine : S51 -4.2%was the most active counter on a turnover of 124.9 million shares and closed 4.2 per cent down to S$0.114.</p><p>Electric vehicle companyNio : NIO -7.97%shares were down 7.97 per cent at US$ 17.90, despite the China-based maker reporting a smaller quarterly loss of 1.8 billion yuan (S$370 million) last week.</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>Singapore Stocks Drop 1.33% along with Regional Key Indices</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\">\nSingapore Stocks Drop 1.33% along with Regional Key Indices\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\">2022-06-13 18:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/3b3364f51e2fd8cddb19f22de7bcf870\" tg-width=\"440\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that were savaged by fears of bigger policy rate hikes by the United States and China’s possibly re-imposing new lockdowns to stem the coronavirus.</p><p>The key gauge Straits Times Index (STI) slid 1.33 per cent or 42.38 points to 3,139.35, with only 3 counters having managed to escape unscathed.Singtel : Z74 +0.79%trading cum dividend rose 0.79 per cent to S$2.54,Sembcorp Industries : U96 +0.36%was 0.36 per cent higher at S$2.79, andDFI Retail Group : D01 0%(formerly Dairy Farm International) was flat at US$2.90.</p><p>Yeap Jun Rong, market strategist at IG, pointed out that last week’s sell-off has marked a break below a key downward trendline, which has been supporting the STI on at least 7 occasions since November 2020.</p><p>“A break below the trendline may suggest bearish sentiments taking greater control and that may leave the 3,000 psychological level on watch over the longer term,” said Yeap.</p><p>The broader market painted a similar picture, with the number of decliners more than double that of gainers at 407 to 151, as 1.65 billion securities worth a total of S$1.44 billion were traded.</p><p>As its controversial proposed merger with Keppel Offshore and Marine is thrust into the spotlight by a minority shareholder who is staging a campaign to vote against the move,Sembcorp Marine : S51 -4.2%was the most active counter on a turnover of 124.9 million shares and closed 4.2 per cent down to S$0.114.</p><p>Electric vehicle companyNio : NIO -7.97%shares were down 7.97 per cent at US$ 17.90, despite the China-based maker reporting a smaller quarterly loss of 1.8 billion yuan (S$370 million) last week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107320034","content_text":"SINGAPORE’s stock market was in the red on Monday (Jun 13), alongside most regional key indices that were savaged by fears of bigger policy rate hikes by the United States and China’s possibly re-imposing new lockdowns to stem the coronavirus.The key gauge Straits Times Index (STI) slid 1.33 per cent or 42.38 points to 3,139.35, with only 3 counters having managed to escape unscathed.Singtel : Z74 +0.79%trading cum dividend rose 0.79 per cent to S$2.54,Sembcorp Industries : U96 +0.36%was 0.36 per cent higher at S$2.79, andDFI Retail Group : D01 0%(formerly Dairy Farm International) was flat at US$2.90.Yeap Jun Rong, market strategist at IG, pointed out that last week’s sell-off has marked a break below a key downward trendline, which has been supporting the STI on at least 7 occasions since November 2020.“A break below the trendline may suggest bearish sentiments taking greater control and that may leave the 3,000 psychological level on watch over the longer term,” said Yeap.The broader market painted a similar picture, with the number of decliners more than double that of gainers at 407 to 151, as 1.65 billion securities worth a total of S$1.44 billion were traded.As its controversial proposed merger with Keppel Offshore and Marine is thrust into the spotlight by a minority shareholder who is staging a campaign to vote against the move,Sembcorp Marine : S51 -4.2%was the most active counter on a turnover of 124.9 million shares and closed 4.2 per cent down to S$0.114.Electric vehicle companyNio : NIO -7.97%shares were down 7.97 per cent at US$ 17.90, despite the China-based maker reporting a smaller quarterly loss of 1.8 billion yuan (S$370 million) last week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052106185,"gmtCreate":1655132799147,"gmtModify":1676535567607,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"I have been average up .. earn so much&nbsp;until my hands shaking&nbsp;","listText":"I have been average up .. earn so much&nbsp;until my hands shaking&nbsp;","text":"I have been average up .. earn so much until my hands shaking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052106185","repostId":"2243632643","repostType":4,"repost":{"id":"2243632643","kind":"highlight","pubTimestamp":1655119518,"share":"https://ttm.financial/m/news/2243632643?lang=&edition=fundamental","pubTime":"2022-06-13 19:25","market":"us","language":"en","title":"Alibaba Without Regulatory Risks? Buy Alibaba Sell Meituan","url":"https://stock-news.laohu8.com/highlight/detail?id=2243632643","media":"Seekingalpha","summary":"We've been watching Alibaba (NYSE:BABA) for some time, as we've been impressed by its growth and pro","content":"<html><head></head><body><p>We&#39;ve been watching Alibaba (NYSE:BABA) for some time, as we&#39;ve been impressed by its growth and profitability. As many other investors, we have been hesitating whether to invest or not due to the many regulatory risks the company is facing. That said, <a href=\"https://laohu8.com/S/AONE.U\">one</a> option we are considering is to do a pair trade with another Chinese company where we believe we are able to subtract some elements of the investment in Alibaba we don&#39;t like, while maintaining most of what we do like. We believe one of the best options to implement this pair trade idea with is Meituan (OTCPK:MPNGY) for a number of reasons. Both these companies are under anticompetitive watch by the Chinese government, both utilize the controversial VIE structure (as basically all other Chinese companies trading in the US markets), and both have de-listing risk if the Chinese and American governments do not reach an agreement on information disclosures.</p><h2>Company Overviews</h2><p>We are assuming most readers are familiar with the companies, especially with Alibaba, but for the benefit of those that don&#39;t we&#39;ll very quickly provide an overview of what each of these companies does.</p><p>Alibaba&#39;s main businesses are in e-commerce with the T-mall and Taobao platforms, but it is also strong in cloud computing, digital media, entertainment, and payments through financial services platform Ant Financial. Ant Financial is the largest online financial service provider in China, with over 50% of the $16 trillion online payments market (30x the US). The group’s mission is to make it easy to do business anywhere.</p><p>Meituan Dianping is an online marketplace for the local service industry in China. It operates in more than 200 categories in 2,800 cities with dominant market shares in on-demand restaurant delivery, in-store dining, hotel booking and film ticketing. Its main business is food delivery (i.e. the Uber Eats of China). It competes directly with Alibaba&#39;s subsidiary Ele.me.</p><h2>Competitive Advantages</h2><p>Alibaba has a huge competitive moat, resulting mostly from network effects, as its most important businesses are two-sided platforms. In the case of the e-commerce platforms T-mall and Taobao, the network effect is the result of sellers going to where most buyers are found, and most buyers going to where there is more selection with more sellers. In Alipay&#39;s case, most merchants will want to accept the payment option that most customers use, and most users will want to employ the app that most merchants accept. Due to the size and quality of its marketplaces and its Alipay network, Alibaba&#39;s competitive moat is extremely strong. There are other moat sources, such as powerful brands and scale advantages, but we believe most of the competitive advantages are derived from network effects, which tend to be one of the strongest moat sources.</p><p>As the largest food delivery platform, Meituan also enjoys some competitive advantages, including scale and network effects. We would argue, however, that Meituan&#39;s competitive moat is weaker than that of Alibaba&#39;s. While its food delivery is also two-sided, many restaurants prefer to operate on multiple platforms, and on the customers side as long as they can get their favorite two or three restaurants they don&#39;t have much loyalty to one platform or the other. This is reflected in the financials, with Meituan operating with heavy losses, just as Alibaba&#39;s Ele.me. One additional advantage that Meituan has is the support and cooperation of Tencent (OTCPK:TCEHY), since they have a strategic relationship.</p><h2>Financials</h2><p>In addition to the regulatory pressures, Alibaba&#39;s share price had been declining due to worsening financial results. Fortunately, the trend appears to be changing, with Alibaba delivering solid results in its more recent quarter. In Q4 Non-GAAP earnings per ADS of RMB 7.95 beat by RMB 0.78, and revenue of RMB 204.05B (+8.9% Y/Y) beat by RMB 4.62B. Annual active consumers across the world reached ~1.31 billion for the twelve months ended March 31, 2022. These were strong results, especially considering that since mid-March 2022 Alibaba&#39;s businesses were significantly affected by the Covid resurgence in China. That is the reason it did not deem prudent to provide financial guidance.</p><p>Meanwhile, Meituan has continued posting heavy losses. While it reported somewhat better than expected revenue, we still do not see a clear path to profitability for the company. It is possible that Meituan will change its strategy from growth at all cost to seek profitability by curbing unprofitable expansion. We are also concerned that Meituan’s core food delivery business might be reaching saturation. The number of users this quarter was 692.9 million, from 690.5 million last quarter, which means the platform only saw a net gain of 2.4 million users. For comparison, the platform gained on average 49 million users per quarter in 2021. Meituan expects food delivery revenue to increase around 9%-10% year over year, but for volume to remain flat. Overall, we find its results disappointing, and do not see a clear path to profitability for the company, especially with slowing growth and signs of market saturation.</p><p>Comparing the trailing twelve months revenue for both companies, we can see that Alibaba is a much larger company, with revenue of ~$132 billion to Meituan&#39;s ~$27 billion.</p><p></p><p><img src=\"https://static.tigerbbs.com/84a175d49bcda775dabec379f30f46b7\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Both Meituan and Alibaba have seen their growth rates decelerate significantly, as can be seen below. The difference, in our opinion, is that Alibaba&#39;s valuation is already attractive even at lower growth rates, whereas Meituan has very little appeal other than hyper growth.</p><p></p><p><img src=\"https://static.tigerbbs.com/096613e0f368e3ac3941803604b4fc4f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Looking at profit margins, it is clear the Alibaba is the superior company of the two. It has gross margins that are almost 50% higher compared to those of Meituan, and it has a solid operating margin, while Meituan is posting operational losses.</p><p></p><p><img src=\"https://static.tigerbbs.com/0ae357aaa957ed41d389a1a694242cb8\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Both companies have substantial net cash positions, but Meituan will need its cash to continue financing its losses while it remains unprofitable, while Alibaba is free to use that cash for other purposes, such as share repurchases. For the last year, Alibaba has been doing stock buybacks in a meaningful way, compensating for share based compensation and reducing shares outstanding overall.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/13/saupload_c96bb16b461a62b7b757abd189af021c.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Alibaba and Meituan both have negative net total long-term debt (i.e., net cash positions), but Alibaba&#39;s available cash is about 5x that of Meituan. Between the net cash position, and the solid profitability, we are not concerned about Alibaba&#39;s balance sheet. Meituan&#39;s balance sheet is also strong for the moment, but it will really need that cash to continue financing its negative cash from operations.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/11/saupload_74e17e3b9c40012730c034056ad9ee3a.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2>Valuation</h2><p>Surprisingly, despite the much larger revenue and much better margins, Alibaba only has about 2x the market cap.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/11/saupload_186a4805384591c0d12d7915cef98a52.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Alibaba has a low valuation with an EV/EBITDA ratio of ~13.74x, which for a rapidly growing tech company, we would argue is incredible. Meituan has very little EBITDA, and as we previously discussed, has significant operational losses, particularly as a result of its &#34;new initiatives&#34; segment.</p><p></p><p><img src=\"https://static.tigerbbs.com/c04f16b4be20313fe346c71225d3f767\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Given the disparity of their profitability situation, it is easier to compare the two companies using EV/Revenues. Using this metric, it is clear that Alibaba is also the one with a more attractive valuation, with only a ~2x multiple.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/11/saupload_d246a59c0bf08aa6c596fbc7f481a591.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><h2>Risks</h2><p>The main risk we see is that shares of Meituan in the US are traded in OTC, so they have low liquidity. This pair trade idea would ideally be implemented in the Hong Kong stock exchange, where both Alibaba and Meituan trade. In Hong Kong, Alibaba trades under the ticker 09988, and Meituan Class B under ticker 03690.</p><p>Beyond this practical risk, there are the typical risks with a pair trade, which include the possibility that the valuation discrepancy between the two might increase, or that even if the valuation gap closes, it might take a very long time, reducing the annual rate of return. Finally, we are assuming that regulatory risks would more or less impact both companies to a similar degree, which could turn out not to be the case.</p><h2>Conclusion</h2><p>We believe a smart way to invest in Alibaba while seeking to remove the regulatory risks is to implement a pair trade buying Alibaba and selling Meituan. This also has the benefit of reducing the exposure to Alibaba&#39;s food delivery business, Ele.me, which is one of the Alibaba&#39;s business segments we like the least. The pair trade is predicated on the idea that there is a valuation gap between the companies that we expect to close in Alibaba&#39;s favor, and that they are both exposed to similar degrees to regulatory risks. Should the regulatory risks materialize, losses in the Alibaba investment should in theory more or less be compensated by gains in the Meituan position. This way, one could benefit from Alibaba&#39;s bargain valuation, while mitigating the regulatory risks.</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>Alibaba Without Regulatory Risks? Buy Alibaba Sell Meituan</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\">\nAlibaba Without Regulatory Risks? Buy Alibaba Sell Meituan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 19:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518020-alibaba-without-regulatory-risks-buy-alibaba-sell-meituan><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We've been watching Alibaba (NYSE:BABA) for some time, as we've been impressed by its growth and profitability. As many other investors, we have been hesitating whether to invest or not due to the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518020-alibaba-without-regulatory-risks-buy-alibaba-sell-meituan\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","MPNGY":"美团ADR","03690":"美团-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4518020-alibaba-without-regulatory-risks-buy-alibaba-sell-meituan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243632643","content_text":"We've been watching Alibaba (NYSE:BABA) for some time, as we've been impressed by its growth and profitability. As many other investors, we have been hesitating whether to invest or not due to the many regulatory risks the company is facing. That said, one option we are considering is to do a pair trade with another Chinese company where we believe we are able to subtract some elements of the investment in Alibaba we don't like, while maintaining most of what we do like. We believe one of the best options to implement this pair trade idea with is Meituan (OTCPK:MPNGY) for a number of reasons. Both these companies are under anticompetitive watch by the Chinese government, both utilize the controversial VIE structure (as basically all other Chinese companies trading in the US markets), and both have de-listing risk if the Chinese and American governments do not reach an agreement on information disclosures.Company OverviewsWe are assuming most readers are familiar with the companies, especially with Alibaba, but for the benefit of those that don't we'll very quickly provide an overview of what each of these companies does.Alibaba's main businesses are in e-commerce with the T-mall and Taobao platforms, but it is also strong in cloud computing, digital media, entertainment, and payments through financial services platform Ant Financial. Ant Financial is the largest online financial service provider in China, with over 50% of the $16 trillion online payments market (30x the US). The group’s mission is to make it easy to do business anywhere.Meituan Dianping is an online marketplace for the local service industry in China. It operates in more than 200 categories in 2,800 cities with dominant market shares in on-demand restaurant delivery, in-store dining, hotel booking and film ticketing. Its main business is food delivery (i.e. the Uber Eats of China). It competes directly with Alibaba's subsidiary Ele.me.Competitive AdvantagesAlibaba has a huge competitive moat, resulting mostly from network effects, as its most important businesses are two-sided platforms. In the case of the e-commerce platforms T-mall and Taobao, the network effect is the result of sellers going to where most buyers are found, and most buyers going to where there is more selection with more sellers. In Alipay's case, most merchants will want to accept the payment option that most customers use, and most users will want to employ the app that most merchants accept. Due to the size and quality of its marketplaces and its Alipay network, Alibaba's competitive moat is extremely strong. There are other moat sources, such as powerful brands and scale advantages, but we believe most of the competitive advantages are derived from network effects, which tend to be one of the strongest moat sources.As the largest food delivery platform, Meituan also enjoys some competitive advantages, including scale and network effects. We would argue, however, that Meituan's competitive moat is weaker than that of Alibaba's. While its food delivery is also two-sided, many restaurants prefer to operate on multiple platforms, and on the customers side as long as they can get their favorite two or three restaurants they don't have much loyalty to one platform or the other. This is reflected in the financials, with Meituan operating with heavy losses, just as Alibaba's Ele.me. One additional advantage that Meituan has is the support and cooperation of Tencent (OTCPK:TCEHY), since they have a strategic relationship.FinancialsIn addition to the regulatory pressures, Alibaba's share price had been declining due to worsening financial results. Fortunately, the trend appears to be changing, with Alibaba delivering solid results in its more recent quarter. In Q4 Non-GAAP earnings per ADS of RMB 7.95 beat by RMB 0.78, and revenue of RMB 204.05B (+8.9% Y/Y) beat by RMB 4.62B. Annual active consumers across the world reached ~1.31 billion for the twelve months ended March 31, 2022. These were strong results, especially considering that since mid-March 2022 Alibaba's businesses were significantly affected by the Covid resurgence in China. That is the reason it did not deem prudent to provide financial guidance.Meanwhile, Meituan has continued posting heavy losses. While it reported somewhat better than expected revenue, we still do not see a clear path to profitability for the company. It is possible that Meituan will change its strategy from growth at all cost to seek profitability by curbing unprofitable expansion. We are also concerned that Meituan’s core food delivery business might be reaching saturation. The number of users this quarter was 692.9 million, from 690.5 million last quarter, which means the platform only saw a net gain of 2.4 million users. For comparison, the platform gained on average 49 million users per quarter in 2021. Meituan expects food delivery revenue to increase around 9%-10% year over year, but for volume to remain flat. Overall, we find its results disappointing, and do not see a clear path to profitability for the company, especially with slowing growth and signs of market saturation.Comparing the trailing twelve months revenue for both companies, we can see that Alibaba is a much larger company, with revenue of ~$132 billion to Meituan's ~$27 billion.Data by YChartsBoth Meituan and Alibaba have seen their growth rates decelerate significantly, as can be seen below. The difference, in our opinion, is that Alibaba's valuation is already attractive even at lower growth rates, whereas Meituan has very little appeal other than hyper growth.Data by YChartsLooking at profit margins, it is clear the Alibaba is the superior company of the two. It has gross margins that are almost 50% higher compared to those of Meituan, and it has a solid operating margin, while Meituan is posting operational losses.Data by YChartsBoth companies have substantial net cash positions, but Meituan will need its cash to continue financing its losses while it remains unprofitable, while Alibaba is free to use that cash for other purposes, such as share repurchases. For the last year, Alibaba has been doing stock buybacks in a meaningful way, compensating for share based compensation and reducing shares outstanding overall.Data by YChartsAlibaba and Meituan both have negative net total long-term debt (i.e., net cash positions), but Alibaba's available cash is about 5x that of Meituan. Between the net cash position, and the solid profitability, we are not concerned about Alibaba's balance sheet. Meituan's balance sheet is also strong for the moment, but it will really need that cash to continue financing its negative cash from operations.Data by YChartsValuationSurprisingly, despite the much larger revenue and much better margins, Alibaba only has about 2x the market cap.Data by YChartsAlibaba has a low valuation with an EV/EBITDA ratio of ~13.74x, which for a rapidly growing tech company, we would argue is incredible. Meituan has very little EBITDA, and as we previously discussed, has significant operational losses, particularly as a result of its \"new initiatives\" segment.Data by YChartsGiven the disparity of their profitability situation, it is easier to compare the two companies using EV/Revenues. Using this metric, it is clear that Alibaba is also the one with a more attractive valuation, with only a ~2x multiple.Data by YChartsRisksThe main risk we see is that shares of Meituan in the US are traded in OTC, so they have low liquidity. This pair trade idea would ideally be implemented in the Hong Kong stock exchange, where both Alibaba and Meituan trade. In Hong Kong, Alibaba trades under the ticker 09988, and Meituan Class B under ticker 03690.Beyond this practical risk, there are the typical risks with a pair trade, which include the possibility that the valuation discrepancy between the two might increase, or that even if the valuation gap closes, it might take a very long time, reducing the annual rate of return. Finally, we are assuming that regulatory risks would more or less impact both companies to a similar degree, which could turn out not to be the case.ConclusionWe believe a smart way to invest in Alibaba while seeking to remove the regulatory risks is to implement a pair trade buying Alibaba and selling Meituan. This also has the benefit of reducing the exposure to Alibaba's food delivery business, Ele.me, which is one of the Alibaba's business segments we like the least. The pair trade is predicated on the idea that there is a valuation gap between the companies that we expect to close in Alibaba's favor, and that they are both exposed to similar degrees to regulatory risks. Should the regulatory risks materialize, losses in the Alibaba investment should in theory more or less be compensated by gains in the Meituan position. This way, one could benefit from Alibaba's bargain valuation, while mitigating the regulatory risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052101624,"gmtCreate":1655132631668,"gmtModify":1676535567568,"author":{"id":"3586515468962759","authorId":"3586515468962759","name":"ShawnTan1978","avatar":"https://static.tigerbbs.com/04f0102b6947598a9fd554679922a9f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586515468962759","authorIdStr":"3586515468962759"},"themes":[],"htmlText":"Bull shit. Believe this writer and you bankrupt faster&nbsp;","listText":"Bull shit. Believe this writer and you bankrupt faster&nbsp;","text":"Bull shit. Believe this writer and you bankrupt faster","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052101624","repostId":"1138793205","repostType":2,"repost":{"id":"1138793205","kind":"news","pubTimestamp":1655134386,"share":"https://ttm.financial/m/news/1138793205?lang=&edition=fundamental","pubTime":"2022-06-13 23:33","market":"sg","language":"en","title":"NIO: Time For Massive Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1138793205","media":"Seeking Alpha","summary":"SummaryResults pressured by China covid lockdowns.Production set to soar in coming quarters.Street sees stock doubling from current level.Late last week, one of the weaker names in the market was Chin","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Results pressured by China covid lockdowns.</li><li>Production set to soar in coming quarters.</li><li>Street sees stock doubling from current level.</li></ul><p>Late last week, one of the weaker names in the market was Chinese electric vehicle maker NIO (NYSE:NIO), after the company reported itsfirst quarter results. Investors focused on weaker than expected guidance for Q2, but it was already known that the situation in China was going to pressure results for the period. The most important part of last week&#39;s earnings report was management&#39;s commentary on upcoming production plans, which showed that massive growth is finally about to come.</p><p>For Q1, revenues came in at $1.56 billion, which was up more than 24% year over year, and came in a little ahead of estimates. One of my main issues with NIO is that it usually reports results so late in the quarter that these numbers seem basically irrelevant, since we&#39;re almost done with Q2 already. On the bottom line, non-GAAP earnings per ADS beat by three cents, but this is still a company that&#39;s losing plenty of money at this time.</p><p>The main reason for shares dropping after Thursday&#39;s report was the following headline - management guided to between $1.47 billion and $1.59 billion in revenues for the second quarter. Wall Street had anticipated second quarter revenue to reach $1.79 billion. Deliveries are expected to be in a range of 23,000 to 25,000, with even the high end of that being a sequential decline from Q1&#39;s 25,768 units. As a reminder, Q2 is the first full quarter for deliveries of the ET7 sedan, which saw just 163 deliveries late in Q1.</p><p>I&#39;m pretty much discounting this guidance miss, just because the analyst average seemed so ridiculous going into last week&#39;s report. NIO had already reported its April and May delivery numbers, which were heavily pressured by China&#39;s covid lockdowns. Even though we knew June would be better, supply chain issues are still a problem, so to think revenues were going to jump over $200 million sequentially seemed highly questionable. Management is basically guiding for a monthly record in terms of June vehicle deliveries, and yet it is still likely to fall a bit short of Q1&#39;s quarterly total. I think analysts were just waiting to see what was reported and then adjust, but the result was a headline of very weak guidance.</p><p>NIO investors have been waiting for several quarters now to see production really ramp up. It has been over a year now since the company announceda new production agreementwith its partner JAC to double factory output to 240,000 units a year. Still, though, the company hasn&#39;t been able to report even 26,000 deliveries in a single quarter. The company is also in the process of building out its own facility called NeoPark. Duringthe conference call, management provided this key update regarding production, with &#34;F2&#34; referring to NeoPark:</p><blockquote>For the production capacity of our first plant with JAC-NIO, as we have mentioned, we will continue to ramp up its production capacity in Q3. I think probably at least in the second half of the year, our overall plant capacity should reach 20,000 units per month. It can be -- it&#39;s not probably too hard for us to see when.</blockquote><blockquote>And then for the F2&#39;s ramp-up pace, actually, first, we will kick off the delivery of ET5 from this plant in Q3. So it will start production in Q3 and that we try to reach 10,000 units within quite a short period, probably three, four months. I think that&#39;s our plan.</blockquote><blockquote>Of course, next year, as we introduce more models into this factory, the overall production volume of F2 will continue to rise.</blockquote><p>It remains to be seen how quickly NIO will actually reach these rates. As I&#39;vedetailed in the past, the company&#39;s growth timelines haven&#39;t worked out as some may have hoped. All it takes is some more supply chain issues or another round of covid lockdowns, and these production rates won&#39;t be seen until sometime in 2023. This kind of tremendous growth in units is expected to drive a major surge in NIO revenues, with analyst estimates shown below.</p><p><img src=\"https://static.tigerbbs.com/4e17e14941758d428fd4219d8740bb4d\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/></p><p>NIO Revenue Estimates(Seeking Alpha)</p><p>This significant expected revenue growth in the next 12-18 months is a main reason why theaverage price targeton the street is double what NIO shares closed at on Friday. The valuation seems quite reasonable currently, with the stock going for 1.9 times expected 2023 sales, as opposed to fellow Chinese EV names like XPeng (XPEV) going for 2.1 times and Li Auto (LI) at 2.2 times. Of course, EV giant Tesla (TSLA) trades for over 6.2 times projected sales for next year, as investors are certainly willing to pay a lot more for that name.</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>NIO: Time For Massive Growth</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\">\nNIO: Time For Massive Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518041-nio-stock-time-for-massive-growth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryResults pressured by China covid lockdowns.Production set to soar in coming quarters.Street sees stock doubling from current level.Late last week, one of the weaker names in the market was ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518041-nio-stock-time-for-massive-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4518041-nio-stock-time-for-massive-growth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138793205","content_text":"SummaryResults pressured by China covid lockdowns.Production set to soar in coming quarters.Street sees stock doubling from current level.Late last week, one of the weaker names in the market was Chinese electric vehicle maker NIO (NYSE:NIO), after the company reported itsfirst quarter results. Investors focused on weaker than expected guidance for Q2, but it was already known that the situation in China was going to pressure results for the period. The most important part of last week's earnings report was management's commentary on upcoming production plans, which showed that massive growth is finally about to come.For Q1, revenues came in at $1.56 billion, which was up more than 24% year over year, and came in a little ahead of estimates. One of my main issues with NIO is that it usually reports results so late in the quarter that these numbers seem basically irrelevant, since we're almost done with Q2 already. On the bottom line, non-GAAP earnings per ADS beat by three cents, but this is still a company that's losing plenty of money at this time.The main reason for shares dropping after Thursday's report was the following headline - management guided to between $1.47 billion and $1.59 billion in revenues for the second quarter. Wall Street had anticipated second quarter revenue to reach $1.79 billion. Deliveries are expected to be in a range of 23,000 to 25,000, with even the high end of that being a sequential decline from Q1's 25,768 units. As a reminder, Q2 is the first full quarter for deliveries of the ET7 sedan, which saw just 163 deliveries late in Q1.I'm pretty much discounting this guidance miss, just because the analyst average seemed so ridiculous going into last week's report. NIO had already reported its April and May delivery numbers, which were heavily pressured by China's covid lockdowns. Even though we knew June would be better, supply chain issues are still a problem, so to think revenues were going to jump over $200 million sequentially seemed highly questionable. Management is basically guiding for a monthly record in terms of June vehicle deliveries, and yet it is still likely to fall a bit short of Q1's quarterly total. I think analysts were just waiting to see what was reported and then adjust, but the result was a headline of very weak guidance.NIO investors have been waiting for several quarters now to see production really ramp up. It has been over a year now since the company announceda new production agreementwith its partner JAC to double factory output to 240,000 units a year. Still, though, the company hasn't been able to report even 26,000 deliveries in a single quarter. The company is also in the process of building out its own facility called NeoPark. Duringthe conference call, management provided this key update regarding production, with \"F2\" referring to NeoPark:For the production capacity of our first plant with JAC-NIO, as we have mentioned, we will continue to ramp up its production capacity in Q3. I think probably at least in the second half of the year, our overall plant capacity should reach 20,000 units per month. It can be -- it's not probably too hard for us to see when.And then for the F2's ramp-up pace, actually, first, we will kick off the delivery of ET5 from this plant in Q3. So it will start production in Q3 and that we try to reach 10,000 units within quite a short period, probably three, four months. I think that's our plan.Of course, next year, as we introduce more models into this factory, the overall production volume of F2 will continue to rise.It remains to be seen how quickly NIO will actually reach these rates. As I'vedetailed in the past, the company's growth timelines haven't worked out as some may have hoped. All it takes is some more supply chain issues or another round of covid lockdowns, and these production rates won't be seen until sometime in 2023. This kind of tremendous growth in units is expected to drive a major surge in NIO revenues, with analyst estimates shown below.NIO Revenue Estimates(Seeking Alpha)This significant expected revenue growth in the next 12-18 months is a main reason why theaverage price targeton the street is double what NIO shares closed at on Friday. The valuation seems quite reasonable currently, with the stock going for 1.9 times expected 2023 sales, as opposed to fellow Chinese EV names like XPeng (XPEV) going for 2.1 times and Li Auto (LI) at 2.2 times. Of course, EV giant Tesla (TSLA) trades for over 6.2 times projected sales for next year, as investors are certainly willing to pay a lot more for that name.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}