seesam personal page - To The Moon

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10-10

$ThaiBev(Y92.SI)$ will let go at 0.535 if got chance...

2023-12-25

Valid post for task...

2022-07-01

Good

Tesla's Run of Record Deliveries May Be Reaching the End of the Road

2022-03-27

Good

Palantir: No Longer Significantly Undervalued, But Still A Buy

2022-04-08

Good

Meme Stocks Slumped in Morning Trading

07-21

Awesome.... Allllllll the way!!!!!

04-29

$Tesla Motors(TSLA)$

2022-03-24

Finally

2022-01-28

Good

外媒头条：摩根士丹利预计美股还有更大跌势

2021-08-24

Good

Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.

06-16

This is going far in the next ten years and more! Cheers!

01-12

Yeahhhhhhhhhhhhhhhhhhhhhhhhhhhh

01-11

Yeahhhhhhhhh winnnnnnn

2023-12-24

Good must win.... Get more!

2023-12-29

Hapoy new year to all!!!!!!

2022-04-14

Great ariticle, would you like to share it?

Skittish Stock Traders Are Bracing for $2 Trillion Option Expiration

2022-04-14

Great ariticle, would you like to share it?

@TigerEvents:🏆【GAME】Hunting Eggs for Extra Saving!

2022-02-10

Raffles Medical Group - to buy or wait?

Watching this stock dropping and dropping. Ave out is like $1, not sure if current drop is a good price to get in more?

Raffles Medical Group - to buy or wait?

2021-08-29

Good

@话题虎:AMD一塵崛起，市值直逼英特爾！還能漲多久？

10-05

1 and 8, 5 and 7. @Tiger_comments @旺财小可爱 @小确幸真走运 @Papa Bear

Go to Tiger App to see more news

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later...","html":"Sian bulonglong [Angry] ... clear and come back later..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356700660937056,"gmtCreate":1728087207858,"gmtModify":1728087212489,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"1 and 8, 5 and 7. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a><a href=\"https://ttm.financial/U/4093528794898950\"> @小确幸真走运 </a><a href=\"https://ttm.financial/U/3581670987980162\"> @Papa Bear </a>","listText":"1 and 8, 5 and 7. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a><a href=\"https://ttm.financial/U/4093528794898950\"> @小确幸真走运 </a><a href=\"https://ttm.financial/U/3581670987980162\"> @Papa Bear </a>","text":"1 and 8, 5 and 7. @Tiger_comments @旺财小可爱 @小确幸真走运 @Papa Bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356700660937056","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355235806028032,"gmtCreate":1727736966454,"gmtModify":1727736970022,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"tiger is everywhere","listText":"tiger is everywhere","text":"tiger is 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perform consistently.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353714727620800","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349882059325544,"gmtCreate":1726448333598,"gmtModify":1726448337514,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Happy festival 🙅 <a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a>","listText":"Happy festival 🙅 <a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a>","text":"Happy festival 🙅 @旺财小可爱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349882059325544","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348926196990048,"gmtCreate":1726205606697,"gmtModify":1726205610499,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a>enjoy moon cake festival!!!&nbsp; There's a carnival of kind at lakeside,&nbsp; do go too!","listText":"<a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a>enjoy moon cake festival!!!&nbsp; There's a carnival of kind at lakeside,&nbsp; do go 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There's a carnival of kind at lakeside, do go too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348926196990048","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344354839240904,"gmtCreate":1725063870023,"gmtModify":1725063873693,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"NVIDIA","listText":"NVIDIA","text":"NVIDIA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344354839240904","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329839474536664,"gmtCreate":1721532874764,"gmtModify":1721532883255,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Awesome....&nbsp; Allllllll the way!!!!!&nbsp;","listText":"Awesome....&nbsp; Allllllll the way!!!!!&nbsp;","text":"Awesome.... Allllllll the way!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/329839474536664","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324742207623288,"gmtCreate":1720311987777,"gmtModify":1720311992283,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"awesome!!!&nbsp; 5 years with tiger and still loving it!","listText":"awesome!!!&nbsp; 5 years with tiger and still loving it!","text":"awesome!!! 5 years with tiger and still loving it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324742207623288","isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319768315285720,"gmtCreate":1719097619289,"gmtModify":1719097622659,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"all the way!","listText":"all the way!","text":"all the way!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319768315285720","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317276273229880,"gmtCreate":1718499069271,"gmtModify":1718499072976,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"This is going far in the next ten years and more!&nbsp; Cheers!","listText":"This is going far in the next ten years and more!&nbsp; Cheers!","text":"This is going far in the next ten years and more! Cheers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317276273229880","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316242145423520,"gmtCreate":1718237264982,"gmtModify":1718237268813,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Been 5 years and not a day go by without clicking into tiger and collect daily coins...&nbsp; lol","listText":"Been 5 years and not a day go by without clicking into tiger and collect daily coins...&nbsp; lol","text":"Been 5 years and not a day go by without clicking into tiger and collect daily coins... lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316242145423520","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307042778018008,"gmtCreate":1715996778846,"gmtModify":1715997246187,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here:<a href=\"https://tigr.link/7W0wRP\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here:<a href=\"https://tigr.link/7W0wRP\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307042778018008","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300556249321704,"gmtCreate":1714397500073,"gmtModify":1714397501653,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/300556249321704","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299762605510896,"gmtCreate":1714203746352,"gmtModify":1714203750025,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Senior Tiger","listText":"Senior Tiger","text":"Senior Tiger","images":[{"img":"https://community-static.tradeup.com/news/e86a454c364d163e6e3f1ad8495cdb1a","width":"1080","height":"1602"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299762605510896","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":299762924818480,"gmtCreate":1714203726841,"gmtModify":1714203731525,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Many more 1,000 to go!&nbsp;","listText":"Many more 1,000 to go!&nbsp;","text":"Many more 1,000 to go!","images":[{"img":"https://community-static.tradeup.com/news/e86a454c364d163e6e3f1ad8495cdb1a","width":"1080","height":"1602"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299762924818480","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":286962182254808,"gmtCreate":1711081471829,"gmtModify":1711338891201,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here:<a href=\"https://tigr.link/70bEcw\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here:<a href=\"https://tigr.link/70bEcw\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286962182254808","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":266143885455416,"gmtCreate":1705996956810,"gmtModify":1705996959184,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266143885455416","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262438905573496,"gmtCreate":1705106043379,"gmtModify":1705106047208,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"👍👍👍👍👍👍👍👍","listText":"👍👍👍👍👍👍👍👍","text":"👍👍👍👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262438905573496","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262096388985040,"gmtCreate":1705023150111,"gmtModify":1705023154438,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Yeahhhhhhhhhhhhhhhhhhhhhhhhhhhh","listText":"Yeahhhhhhhhhhhhhhhhhhhhhhhhhhhh","text":"Yeahhhhhhhhhhhhhhhhhhhhhhhhhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/262096388985040","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":358426767024176,"gmtCreate":1728526934668,"gmtModify":1728526938392,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> will let go at 0.535 if got chance...&nbsp;","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$ThaiBev(Y92.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v> will let go at 0.535 if got chance...&nbsp;","text":"$ThaiBev(Y92.SI)$ will let go at 0.535 if got chance...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/358426767024176","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584911736417489","authorId":"3584911736417489","name":"Fly High","avatar":"https://static.tigerbbs.com/8572d7c834f14d421f65ad1ce935d0c8","crmLevel":7,"crmLevelSwitch":0,"idStr":"3584911736417489","authorIdStr":"3584911736417489"},"content":"Sian bulonglong [Angry] ... clear and come back later...","text":"Sian bulonglong [Angry] ... clear and come back later...","html":"Sian bulonglong [Angry] ... clear and come back later..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255869577130136,"gmtCreate":1703489090559,"gmtModify":1703489094992,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Valid post for task...&nbsp;","listText":"Valid post for task...&nbsp;","text":"Valid post for task...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/255869577130136","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045570331,"gmtCreate":1656638063223,"gmtModify":1676535868501,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045570331","repostId":"2248349068","repostType":4,"repost":{"id":"2248349068","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":1656636683,"share":"https://ttm.financial/m/news/2248349068?lang=&edition=fundamental","pubTime":"2022-07-01 08:51","market":"us","language":"en","title":"Tesla's Run of Record Deliveries May Be Reaching the End of the Road","url":"https://stock-news.laohu8.com/highlight/detail?id=2248349068","media":"Reuters","summary":"SAN FRANCISCO, June 30 (Reuters) - Tesla Inc is expected to end its nearly two-year-long run of reco","content":"<html><head></head><body><p>SAN FRANCISCO, June 30 (Reuters) - Tesla Inc is expected to end its nearly two-year-long run of record quarterly deliveries as a prolonged COVID-related shutdown in Shanghai hit its production and supply chain, and it slowly ramps up new factories.</p><p>While Tesla Chief Executive Elon Musk has been pursuing the acquisition of social media platform Twitter Inc, his crown jewel, Tesla, has grappled with production glitches in China and slow output growth at new factories in Texas and Berlin.</p><p>Analysts expect Tesla to report deliveries of 295,078 vehicles for the second quarter as early as Friday, according to Refinitiv data. Several analysts have slashed their estimates further to about 250,000 due to China&#39;s prolonged lockdown.</p><p>This would be down from its record deliveries of 310,048 the preceding quarter, marking Tesla&#39;s first quarter-on-quarter decline in deliveries since the first quarter of 2020.</p><p>The world&#39;s most valuable automaker has posted record deliveries every quarter since the third quarter of 2020, weathering pandemic and supply-chain disruptions better than most automakers.</p><p>China has been instrumental in Tesla&#39;s rapid increase of vehicle production and Musk has praised workers there for &#34;burning the 3 a.m. oil.&#34;</p><p>But China&#39;s prolonged zero-COVID lockdown - Wedbush analyst Dan Ives called it Tesla&#39;s &#34;albatross&#34; this quarter - caused deeper disruptions to output than Musk predicted. Tesla&#39;s low-cost, lucrative Shanghai factory produced roughly half of the company&#39;s total cars delivered last year, and Ives estimated the shutdown wiped out about 70,000 units in the quarter.</p><p>Musk said in April that Tesla&#39;s overall vehicle production in the second quarter would be &#34;roughly on par&#34; with the first quarter, driven by a China rebound. But he recently said Tesla had a &#34;very tough quarter,&#34; citing production and supply-chain challenges in China.</p><p>Musk also said Tesla&#39;s new factories in Texas and Berlin are &#34;gigantic money furnaces&#34; losing billions of dollars as they struggle to increase production quickly. He said the carmaker&#39;s supply-chain problems are not over and keeping the factories running remains a concern.</p><p>&#34;The key question is the magnitude of the (China production) decline and whether the Fremont (California) factory was able to help support volumes,&#34; CFRA Research analyst Garrett Nelson said.</p><p>He expects volumes to rebound strongly in the second half of the year, as Tesla boosts production at the Shanghai factory with the easing of a COVID-19 lockdown.</p><p>Gene Munster, managing partner at venture capital firm Loup Ventures, was cautious about the outlook, saying the third quarter will be difficult for Tesla and other tech firms, citing a risk of recession.</p><p>Tesla has been laying off hundreds of employees in the United States, after Musk early this month told executives that he had a &#34;super bad feeling&#34; about the economy and needed to cut about 10% of staff at the electric car maker.</p><p>Nevertheless, Musk has said demand for Tesla vehicles remains strong.</p><p>Tesla shares have fallen 37% since early April, hurt by Musk&#39;s Twitter deal and the China lockdown. Tesla shares were down 1.8% at $673.42 on Thursday.</p><p>Musk, a prolific Twitter user who this week passed the 100 million follower mark, has not been tweeting for over a week.</p><p>Cowen analyst Jeffrey Osborne said in a report, &#34;investors are growing fatigued with Elon&#39;s rants&#34; on the Twitter saga, politics and other topics.</p><p>&#34;Many we speak to are questioning if we have reached &#39;peak Elon.&#39;&#34;</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>Tesla's Run of Record Deliveries May Be Reaching the End of the Road</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\">\nTesla's Run of Record Deliveries May Be Reaching the End of the Road\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\">2022-07-01 08:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SAN FRANCISCO, June 30 (Reuters) - Tesla Inc is expected to end its nearly two-year-long run of record quarterly deliveries as a prolonged COVID-related shutdown in Shanghai hit its production and supply chain, and it slowly ramps up new factories.</p><p>While Tesla Chief Executive Elon Musk has been pursuing the acquisition of social media platform Twitter Inc, his crown jewel, Tesla, has grappled with production glitches in China and slow output growth at new factories in Texas and Berlin.</p><p>Analysts expect Tesla to report deliveries of 295,078 vehicles for the second quarter as early as Friday, according to Refinitiv data. Several analysts have slashed their estimates further to about 250,000 due to China&#39;s prolonged lockdown.</p><p>This would be down from its record deliveries of 310,048 the preceding quarter, marking Tesla&#39;s first quarter-on-quarter decline in deliveries since the first quarter of 2020.</p><p>The world&#39;s most valuable automaker has posted record deliveries every quarter since the third quarter of 2020, weathering pandemic and supply-chain disruptions better than most automakers.</p><p>China has been instrumental in Tesla&#39;s rapid increase of vehicle production and Musk has praised workers there for &#34;burning the 3 a.m. oil.&#34;</p><p>But China&#39;s prolonged zero-COVID lockdown - Wedbush analyst Dan Ives called it Tesla&#39;s &#34;albatross&#34; this quarter - caused deeper disruptions to output than Musk predicted. Tesla&#39;s low-cost, lucrative Shanghai factory produced roughly half of the company&#39;s total cars delivered last year, and Ives estimated the shutdown wiped out about 70,000 units in the quarter.</p><p>Musk said in April that Tesla&#39;s overall vehicle production in the second quarter would be &#34;roughly on par&#34; with the first quarter, driven by a China rebound. But he recently said Tesla had a &#34;very tough quarter,&#34; citing production and supply-chain challenges in China.</p><p>Musk also said Tesla&#39;s new factories in Texas and Berlin are &#34;gigantic money furnaces&#34; losing billions of dollars as they struggle to increase production quickly. He said the carmaker&#39;s supply-chain problems are not over and keeping the factories running remains a concern.</p><p>&#34;The key question is the magnitude of the (China production) decline and whether the Fremont (California) factory was able to help support volumes,&#34; CFRA Research analyst Garrett Nelson said.</p><p>He expects volumes to rebound strongly in the second half of the year, as Tesla boosts production at the Shanghai factory with the easing of a COVID-19 lockdown.</p><p>Gene Munster, managing partner at venture capital firm Loup Ventures, was cautious about the outlook, saying the third quarter will be difficult for Tesla and other tech firms, citing a risk of recession.</p><p>Tesla has been laying off hundreds of employees in the United States, after Musk early this month told executives that he had a &#34;super bad feeling&#34; about the economy and needed to cut about 10% of staff at the electric car maker.</p><p>Nevertheless, Musk has said demand for Tesla vehicles remains strong.</p><p>Tesla shares have fallen 37% since early April, hurt by Musk&#39;s Twitter deal and the China lockdown. Tesla shares were down 1.8% at $673.42 on Thursday.</p><p>Musk, a prolific Twitter user who this week passed the 100 million follower mark, has not been tweeting for over a week.</p><p>Cowen analyst Jeffrey Osborne said in a report, &#34;investors are growing fatigued with Elon&#39;s rants&#34; on the Twitter saga, politics and other topics.</p><p>&#34;Many we speak to are questioning if we have reached &#39;peak Elon.&#39;&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248349068","content_text":"SAN FRANCISCO, June 30 (Reuters) - Tesla Inc is expected to end its nearly two-year-long run of record quarterly deliveries as a prolonged COVID-related shutdown in Shanghai hit its production and supply chain, and it slowly ramps up new factories.While Tesla Chief Executive Elon Musk has been pursuing the acquisition of social media platform Twitter Inc, his crown jewel, Tesla, has grappled with production glitches in China and slow output growth at new factories in Texas and Berlin.Analysts expect Tesla to report deliveries of 295,078 vehicles for the second quarter as early as Friday, according to Refinitiv data. Several analysts have slashed their estimates further to about 250,000 due to China's prolonged lockdown.This would be down from its record deliveries of 310,048 the preceding quarter, marking Tesla's first quarter-on-quarter decline in deliveries since the first quarter of 2020.The world's most valuable automaker has posted record deliveries every quarter since the third quarter of 2020, weathering pandemic and supply-chain disruptions better than most automakers.China has been instrumental in Tesla's rapid increase of vehicle production and Musk has praised workers there for \"burning the 3 a.m. oil.\"But China's prolonged zero-COVID lockdown - Wedbush analyst Dan Ives called it Tesla's \"albatross\" this quarter - caused deeper disruptions to output than Musk predicted. Tesla's low-cost, lucrative Shanghai factory produced roughly half of the company's total cars delivered last year, and Ives estimated the shutdown wiped out about 70,000 units in the quarter.Musk said in April that Tesla's overall vehicle production in the second quarter would be \"roughly on par\" with the first quarter, driven by a China rebound. But he recently said Tesla had a \"very tough quarter,\" citing production and supply-chain challenges in China.Musk also said Tesla's new factories in Texas and Berlin are \"gigantic money furnaces\" losing billions of dollars as they struggle to increase production quickly. He said the carmaker's supply-chain problems are not over and keeping the factories running remains a concern.\"The key question is the magnitude of the (China production) decline and whether the Fremont (California) factory was able to help support volumes,\" CFRA Research analyst Garrett Nelson said.He expects volumes to rebound strongly in the second half of the year, as Tesla boosts production at the Shanghai factory with the easing of a COVID-19 lockdown.Gene Munster, managing partner at venture capital firm Loup Ventures, was cautious about the outlook, saying the third quarter will be difficult for Tesla and other tech firms, citing a risk of recession.Tesla has been laying off hundreds of employees in the United States, after Musk early this month told executives that he had a \"super bad feeling\" about the economy and needed to cut about 10% of staff at the electric car maker.Nevertheless, Musk has said demand for Tesla vehicles remains strong.Tesla shares have fallen 37% since early April, hurt by Musk's Twitter deal and the China lockdown. Tesla shares were down 1.8% at $673.42 on Thursday.Musk, a prolific Twitter user who this week passed the 100 million follower mark, has not been tweeting for over a week.Cowen analyst Jeffrey Osborne said in a report, \"investors are growing fatigued with Elon's rants\" on the Twitter saga, politics and other topics.\"Many we speak to are questioning if we have reached 'peak Elon.'\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010863021,"gmtCreate":1648340953176,"gmtModify":1676534328356,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010863021","repostId":"2222598883","repostType":4,"repost":{"id":"2222598883","kind":"news","pubTimestamp":1648253706,"share":"https://ttm.financial/m/news/2222598883?lang=&edition=fundamental","pubTime":"2022-03-26 08:15","market":"us","language":"en","title":"Palantir: No Longer Significantly Undervalued, But Still A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2222598883","media":"seekingalpha","summary":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a ","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/9cd1acd65270b9eedaacda706ac01e71\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Drew Angerer/Getty Images News</p><p></p><h2>Investment Thesis</h2><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&amp;P 500 <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (SPY) since our article was published (+25% Vs. +4.3%).</p><p>Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.</p><p>We discuss why PLTR stock is still in the Buy zone.</p><h2>PLTR stock key metrics</h2><p></p><p><img src=\"https://static.tigerbbs.com/c3d04acf4625fc3b3543708430fd666b\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock consensus price targets Vs. stock performance (TIKR)</p><p><img src=\"https://static.tigerbbs.com/f9f1de45f6dc5f458522707d33341e20\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR stock NTM Revenue trend (TIKR)</p><p></p><p>PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there&#39;s still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.</p><p>Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.</p><p>Furthermore, PLTR stock&#39;s NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it&#39;s also broadly in line with its high-growth SaaS peers (12.6x) that we track.</p><p>Hence, considering the above factors, we think PLTR stock looks fairly valued now.</p><h2>Where is Palantir Heading in 2022?</h2><p>We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir&#39;s incremental operating leverage moving forward.</p><p>Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir&#39;s valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) emphasized (edited):</p><blockquote>We are wondering about the company&#39;s long-term operating margin. We saw &#39;wild swings&#39;-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. <i>Confidence in the steady-state margin profile is key</i> to understanding EPS growth longer-term. - Barron&#39;s</blockquote><p>In addition, we were also concerned about Palantir&#39;s government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.</p><p>The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir&#39;s approach, as we think it&#39;s the correct move, given <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake&#39;s customers to move workloads and test Snowflake&#39;s data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&amp;L in the near term.</p><p>Nonetheless, it&#39;s the right move for Palantir going forward. We think investors need to accord Karp &amp; Team sufficient time to encourage wider adoption of its Foundry OS.</p><p>Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment&#39;s growth. Palantir had experienced weakness in growth momentum in Europe.</p><p>But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir&#39;s Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.</p><p>And, there probably isn&#39;t another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):</p><blockquote>The work that we&#39;ve done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.</blockquote><blockquote>They are focusing on how can they can <i>use this in a real-time decision-making sort of basis.</i> <i>Europe is not the same place it was 2 years ago.</i></blockquote><blockquote>You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that&#39;s also going to create a lot of market access. Not just because they need it, but <i>they also are going to need it in the context of collaborating with Allied Forces</i>. (Morgan Stanley TMT Conference 2022)</blockquote><p>As if the emphasis by Sankar wasn&#39;t sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to &#34;step up and fight this battle alongside us in order to win.&#34; Karp emphasized (edited):</p><blockquote><i>The fantasy of an instinctively peaceful world may be comforting</i>. But it is again coming to an end.</blockquote><blockquote><i>Europe has for the past two decades stood on the sidelines</i> of the digital revolution, whose principal participants are still essentially all based in the United States.</blockquote><blockquote>The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.</blockquote><blockquote>An embrace of the relationship between technology and the state, between <i>disruptive companies that seek to dislodge</i> the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)</blockquote><p>Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir&#39;s platform to integrate their intelligence, surveillance, and sensors with the US government.</p><p>Hence, we believe it could even elevate Palantir&#39;s commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.</p><h2>Is PLTR Stock A Buy, Sell, Or Hold?</h2><p>We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.</p><p>Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.</p><p>Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.</p><p>As such, <i>we reiterate our Buy rating on PLTR stock</i>.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: No Longer Significantly Undervalued, But Still 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\">\nPalantir: No Longer Significantly Undervalued, But Still A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","BK4116":"互联网服务与基础架构","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","BK4503":"景林资产持仓",".SPX":"S&P 500 Index","OEX":"标普100","BK4551":"寇图资本持仓","PLTR":"Palantir Technologies Inc.","BK4505":"高瓴资本持仓","BK4547":"WSB热门概念","BK4581":"高盛持仓","BK4504":"桥水持仓","SNOW":"Snowflake","BK4548":"巴美列捷福持仓","BK4127":"投资银行业与经纪业","SH":"标普500反向ETF","IVV":"标普500指数ETF","MS":"摩根士丹利","BK4023":"应用软件","UPRO":"三倍做多标普500ETF","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","BK4535":"淡马锡持仓","BK4543":"AI","BK4559":"巴菲特持仓"},"source_url":"https://seekingalpha.com/article/4497731-palantir-stock-not-significantly-undervalued-still-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2222598883","content_text":"Drew Angerer/Getty Images NewsInvestment ThesisPalantir Technologies Inc. (NYSE:PLTR) has enjoyed a robust recovery since its FQ4 earnings card. We also discussed in our previous article and shared with readers why the stock could be bottoming (Buy rating). PLTR stock has outperformed the S&P 500 Pacer Swan SOS Fund of Funds ETF|ETF (SPY) since our article was published (+25% Vs. +4.3%).Therefore, we think the stock is no longer significantly undervalued due to the remarkable recovery. However, we believe Palantir stock still represents a solid opportunity for investors who have an appetite for speculative positions.We discuss why PLTR stock is still in the Buy zone.PLTR stock key metricsPLTR stock consensus price targets Vs. stock performance (TIKR)PLTR stock NTM Revenue trend (TIKR)PLTR stock has moved closer to the average consensus price targets (PTs). Investors should note that the average PTs have often been strong resistance levels previously. Nevertheless, there's still an implied upside of more than 50% to its average PTs. In addition, we also observed that PLTR stock has also moved convincingly away from its most conservative PTs.Therefore, despite its recent recovery, the Street has not been in a hurry to re-rate PLTR stock.Furthermore, PLTR stock's NTM revenue multiple has recovered from its all-time lows to 12.4x. As a result, it's also broadly in line with its high-growth SaaS peers (12.6x) that we track.Hence, considering the above factors, we think PLTR stock looks fairly valued now.Where is Palantir Heading in 2022?We consider PLTR as a speculative stock. Therefore, we would usually not encourage investors to add at a fair valuation. Even though CEO Alex Karp has committed to GAAP profitability moving forward, Palantir still has much to convince. But, the commitment towards GAAP profitability is critical to assuaging investors of Palantir's incremental operating leverage moving forward.Furthermore, COO Shyam Sankar emphasized that he expects its adjusted operating margins to remain relatively stable in a recent conference. Therefore, we consider it a crucial factor in modeling Palantir's valuation accurately. The Street also highlighted the criticality of projecting relatively stable margins. Morgan Stanley (MS) emphasized (edited):We are wondering about the company's long-term operating margin. We saw 'wild swings'-from 17% in 2020, to 31% in 2021, and a projecting 27% for 2022. Confidence in the steady-state margin profile is key to understanding EPS growth longer-term. - Barron'sIn addition, we were also concerned about Palantir's government segment growth deceleration. Its commercial segment has certainly accelerated remarkably, but its adjusted profitability has also taken a marked impact.The company has continued to modularize Foundry for easier adoption by its commercial customers. For example, Sankar accentuated that Palantir has adopted consumption-based pricing for Foundry. We applaud Palantir's approach, as we think it's the correct move, given Snowflake's (SNOW) success. In a recent Snowflake article, we discussed that CIOs highly favor the consumption-based pricing model. Such an approach has allowed Snowflake's customers to move workloads and test Snowflake's data cloud suitability without significant upfront commitments. Nonetheless, it could also lead to considerable volatility in revenue and profitability. In addition, consumption ramp also takes considerable time, and new logo wins are unlikely to be reflected in the P&L in the near term.Nonetheless, it's the right move for Palantir going forward. We think investors need to accord Karp & Team sufficient time to encourage wider adoption of its Foundry OS.Notably, the Russia-Ukraine conflict has dramatically lifted our expectations over its government segment's growth. Palantir had experienced weakness in growth momentum in Europe.But the stakes in Europe have changed dramatically since the Russian invasion started a month ago. Germany has raised its defense spending dramatically from 1.53% to 2%. Furthermore, Palantir's Gotham platform has been utilized by Western intelligence in the conflict. Therefore, the geopolitical stakes have risen significantly, and we believe the momentum will carry on.And, there probably isn't another defense contractor whose platform is on par with Palantir, given its success with the US government. Hence, we believe that Palantir is in an enviable position to leverage the increased defense spending. Sankar emphasized (edited):The work that we've done with MetaConstellation, is being used by multiple Western allied services to really observe from an intelligence domain.They are focusing on how can they can use this in a real-time decision-making sort of basis. Europe is not the same place it was 2 years ago.You see that with the Germans committing EUR 100 billion to modernizing their force because they realized the threats are real. So, I think that's also going to create a lot of market access. Not just because they need it, but they also are going to need it in the context of collaborating with Allied Forces. (Morgan Stanley TMT Conference 2022)As if the emphasis by Sankar wasn't sufficient, CEO Alex Karp followed up with an assertive letter, imploring European leaders to \"step up and fight this battle alongside us in order to win.\" Karp emphasized (edited):The fantasy of an instinctively peaceful world may be comforting. But it is again coming to an end.Europe has for the past two decades stood on the sidelines of the digital revolution, whose principal participants are still essentially all based in the United States.The unrelenting innovation and disruption from American firms has reshaped industries and extinguished others. The need for Europe to become a leader in disruptive defense technology is clear.An embrace of the relationship between technology and the state, between disruptive companies that seek to dislodge the grip of entrenched contractors and the federal government ministries with funding, will be required for Europe and its allies to remain strong enough to defeat the threat of foreign occupation. (Letter from Palantir CEO)Therefore, Palantir is wasting no time pushing European governments that they need to move now. These leaders need to adopt Palantir's platform to integrate their intelligence, surveillance, and sensors with the US government.Hence, we believe it could even elevate Palantir's commercial branding in Europe from the potential increased momentum in government spending. Therefore, the events unfolding in Europe could be a significant tailwind for Palantir moving forward.Is PLTR Stock A Buy, Sell, Or Hold?We discussed that PLTR stock seems fairly valued now. But, long-term speculative investors can still add exposure given these potential tailwinds.Nevertheless, its stock could still be volatile in the near term, so investors are encouraged to add in phases. But, we think the stage has been set for Palantir to advance further in Europe.Consequently, we could experience an upward inflection in government spending moving forward. Nevertheless, such momentum may not be reflected in the short term, so investors need to temper their expectations accordingly.As such, we reiterate our Buy rating on PLTR stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012405663,"gmtCreate":1649372518524,"gmtModify":1676534498710,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012405663","repostId":"1127637095","repostType":4,"repost":{"id":"1127637095","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":1649344257,"share":"https://ttm.financial/m/news/1127637095?lang=&edition=fundamental","pubTime":"2022-04-07 23:10","market":"us","language":"en","title":"Meme Stocks Slumped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1127637095","media":"Tiger Newspress","summary":"Meme Stocks Slumped in Morning Trading.AMC, GameStop, Bed Bath & Beyond, Express, Koss, Blackberry a","content":"<html><head></head><body><p>Meme Stocks Slumped in Morning Trading.</p><p><a href=\"https://laohu8.com/S/AMC\">AMC</a>, <a href=\"https://laohu8.com/S/GME\">GameStop</a>, <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a>, Express, <a href=\"https://laohu8.com/S/KOSS\">Koss</a>, Blackberry and WISH fell between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/0f30dbcac862ca177cda50ceaccf0339\" tg-width=\"466\" tg-height=\"590\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme Stocks Slumped 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\">\nMeme Stocks Slumped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-07 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme Stocks Slumped in Morning Trading.</p><p><a href=\"https://laohu8.com/S/AMC\">AMC</a>, <a href=\"https://laohu8.com/S/GME\">GameStop</a>, <a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond</a>, Express, <a href=\"https://laohu8.com/S/KOSS\">Koss</a>, Blackberry and WISH fell between 3% and 10%.</p><p><img src=\"https://static.tigerbbs.com/0f30dbcac862ca177cda50ceaccf0339\" tg-width=\"466\" tg-height=\"590\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","AMC":"AMC院线","BK4577":"网络游戏","BK4097":"系统软件","BBBY":"3B家居","BK4547":"WSB热门概念","KOSS":"高斯电子","GME":"游戏驿站","BK4078":"消费电子产品"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127637095","content_text":"Meme Stocks Slumped in Morning Trading.AMC, GameStop, Bed Bath & Beyond, Express, Koss, Blackberry and WISH fell between 3% and 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329839474536664,"gmtCreate":1721532874764,"gmtModify":1721532883255,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Awesome....&nbsp; Allllllll the way!!!!!&nbsp;","listText":"Awesome....&nbsp; Allllllll the way!!!!!&nbsp;","text":"Awesome.... Allllllll the way!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/329839474536664","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300556249321704,"gmtCreate":1714397500073,"gmtModify":1714397501653,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/300556249321704","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037639490,"gmtCreate":1648087343664,"gmtModify":1676534302730,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Finally","listText":"Finally","text":"Finally","images":[{"img":"https://community-static.tradeup.com/news/5e0f02d79c5f2f6e07932dd41b9dbb26","width":"1080","height":"1653"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037639490","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099803109,"gmtCreate":1643327387550,"gmtModify":1676533804543,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099803109","repostId":"2206841279","repostType":2,"repost":{"id":"2206841279","kind":"news","pubTimestamp":1643319818,"share":"https://ttm.financial/m/news/2206841279?lang=&edition=fundamental","pubTime":"2022-01-28 05:43","market":"us","language":"zh","title":"外媒头条：摩根士丹利预计美股还有更大跌势","url":"https://stock-news.laohu8.com/highlight/detail?id=2206841279","media":"市场资讯","summary":"摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。美国原油期货价格录得3个交易日来的首次下跌。交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷</b></blockquote><blockquote><b>2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振</b></blockquote><blockquote><b>3、<a href=\"https://laohu8.com/S/GS\">高盛</a>二号人物公开痛批美联储 “丧失公信、缺乏决心”</b></blockquote><blockquote><b>4、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>料美股还有更大跌势 恐怕会跑输世界其余地区股市</b></blockquote><blockquote><b>5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅</b></blockquote><blockquote><b>6、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云部门组建新团队 围绕区块链打造业务</b></blockquote><p><img src=\"https://static.tigerbbs.com/8ccb70edd90b6a24c33dc56977f107da\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p><b>美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷</b></p><p>美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。</p><p>他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周，英国央行等多家央行都可能上调基准利率，更多央行暗示未来几个月也将跟进。</p><p>这次鲍威尔的讲话向投资者发出了重大警告，那就是央行要动真格撤走支持性政策了。即使股市大跌，债券收益率上升，对加息将削弱经济增长力道的担忧日益升温，但这位美联储主席眼都没眨一下。</p><p>“这轮紧缩周期会不一样，”TS Lombard经济学家Dario Perkins表示。“当局这次可能希望用快得多的速度加息。”</p><p>Perkins表示，上一轮全球周期是在2008年金融危机前夕，但这轮周期正值经济满负荷运转，通胀率远高于目标，因此可能铺垫出1990年代以来最快的全球加息周期。</p><p>Perkins表示，金融市场应该准备好迎接剧烈波动。</p><p>“通胀远高于目标，经济已经接近充分就业，资产估值看起来过高，”他说道。“除非均衡利率已经崩溃--这似乎不太可能发生，否则当局可能需要比投资者预期更强有力地收紧政策。这给金融部门带来了显而易见的风险。”</p><p><img src=\"https://static.tigerbbs.com/6eb6b552760121eda0b249c25c3369fd\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>美国去年第四季度经济增长加快 受到库存重建和消费支出提振</b></p><p>美国去年最后三个月的经济增长加速，受到了库存重建和消费者支出增加的推动。</p><p>美国商务部周四发布的初步估计数字显示，去年第四季度国内生产总值折合年率增长6.9%，高于第三季度2.3%的增幅。美联储官员密切关注的通胀指标--不包括食品和能源的个人消费支出价格指数，折合年率增长4.9%。</p><p>接受媒体调查的经济学家的预测中值是去年第四季度GDP增长5.5%。</p><p><img src=\"https://static.tigerbbs.com/7de144ea5ff2f472437a692e058afaf0\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p><b>高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”</b></p><p>就在美联储为遏制近40年来最热通胀而加大承诺力度之前，一位美国金融业高管对它做出了极为罕见的公开批评。</p><p>高盛集团总裁John Waldron在对养老基金经理的发言中直言不讳地说，美联储的独立性近年来已经毁了，在市场上也丧失了公信力。</p><p>他在央行周三会议前几个小时表示，过去几年发生的事情令“美联储的独立性受到质疑”。他对美联储作为“独立货币政策引擎做自己认为正确的事、而不是搞权宜之计”的能力表示怀疑。</p><p>Waldron表示，真正重要的是削减过去两年翻逾一番达到近9万亿美元的资产负债表的能力和意愿。</p><p>“我不完全相信美联储有这样做的意愿，” 他说，债券交易员也和他看法一致，“我不确定他们也相信美联储有这样的意愿。”</p><p><img src=\"https://static.tigerbbs.com/b29505c9699a20eb1e60ed8f6312ca84\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市</b></p><p>摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。</p><p>Sheets进一步强化了预期，认为经通胀调整的收益率将从严重负值水平回到疫情前的常态，可能给对利率敏感的增长股带来新的冲击，而这些股票驱动着美国的超大盘指数。</p><p>“我们偏好在美国股市持有防御性头寸，认为美股对实际利率走高最为敏感，表现会落后于世界其余地区的股票，”Sheets在接受采访时表示。</p><p>周三，美联储主席鲍威尔暗示，为了遏制40年来最为火热的通胀，3月份将会加息，同时提出了每次会议都加息的可能性，随后实际收益率升至18个月以来的最高水平。</p><p>Sheets预计，到今年年底，经通胀调整的利率将进一步上升40个基点，至-0.1%。短短两周前，他的预测为-0.3%。</p><p><img src=\"https://static.tigerbbs.com/73808427b203dd0ee9cd2bce42220af5\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p><b>美国天然气价格周四飙升46.5% 创史上最大单日涨幅</b></p><p>美国天然气价格周四收盘飙升46%，创史上最大单日涨幅，令市场感到震惊。美国原油期货价格录得3个交易日来的首次下跌。</p><p>根据道琼斯市场数据，纽约商品交易所2月份交割的天然气价格上涨1.99美元，涨幅达46.5%，收于每百万英热单位6.265美元，创10月以来最高收盘价，同时创下有记录以来的天然气最大单日百分比涨幅。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署（EIA）周四报告称，美国上周天然气库存锐减2190亿立方英尺，使库存总量比去年水平低10%以上。</p><p>与此同时，美国WTI原油期货价格录得3个交易日来的首次下跌。</p><p>交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。</p><p>纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格下跌74美分，跌幅近0.9%，收于每桶86.61美元。</p><p><img src=\"https://static.tigerbbs.com/6fd7db3927037d25efe55f27ef4f26e4\" tg-width=\"720\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/></p><p><b>谷歌云部门组建新团队 围绕区块链打造业务</b></p><p>据报道，在经历了零售、医疗和其他行业的增长之后，谷歌的云部门又成立了一个新团队，围绕区块链应用打造业务。</p><p>分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。</p><p>谷歌云部门数字资产战略主管理查德·威德曼（Richard Widmann）今日称，该部门计划招聘一批拥有区块链专业知识的员工。他说：“我们认为，如果做得好，就会推动去中心化。”</p><p>谷歌的云市场已经提供了一些工具，允许开发人员用来构建区块链网络。而且，谷歌也拥有了一些区块链客户，包括Dapper Labs、Hedera、Theta Labs，以及一些数字交易所。此外，谷歌还提供了数据集，人们可以使用BigQuery服务进行浏览，以查看比特币和其他货币的交易历史。</p></body></html>","source":"sina_symbol","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>外媒头条：摩根士丹利预计美股还有更大跌势</title>\n<style 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}\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\">\n外媒头条：摩根士丹利预计美股还有更大跌势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振3、高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”4、摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅6、谷歌云部门组建新团队 围绕区块链打造业务美联储启动数十年来...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6eb6b552760121eda0b249c25c3369fd","relate_stocks":{".DJI":"道琼斯","BK4504":"桥水持仓","MS":"摩根士丹利",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4127":"投资银行业与经纪业"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-01-28/doc-ikyakumy3042330.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206841279","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷2、美国去年第四季度经济增长加快 受到库存重建和消费支出提振3、高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”4、摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市5、美国天然气价格周四飙升46.5% 创史上最大单日涨幅6、谷歌云部门组建新团队 围绕区块链打造业务美联储启动数十年来最快的全球货币紧缩周期 金融市场前途坎坷美联储主席杰罗姆·鲍威尔为可能是多年来全球货币政策最大最快的紧缩打响了第一枪。他的鹰派言论包括不排除2022年内历次会议都将加息的可能性。在接下来一周，英国央行等多家央行都可能上调基准利率，更多央行暗示未来几个月也将跟进。这次鲍威尔的讲话向投资者发出了重大警告，那就是央行要动真格撤走支持性政策了。即使股市大跌，债券收益率上升，对加息将削弱经济增长力道的担忧日益升温，但这位美联储主席眼都没眨一下。“这轮紧缩周期会不一样，”TS Lombard经济学家Dario Perkins表示。“当局这次可能希望用快得多的速度加息。”Perkins表示，上一轮全球周期是在2008年金融危机前夕，但这轮周期正值经济满负荷运转，通胀率远高于目标，因此可能铺垫出1990年代以来最快的全球加息周期。Perkins表示，金融市场应该准备好迎接剧烈波动。“通胀远高于目标，经济已经接近充分就业，资产估值看起来过高，”他说道。“除非均衡利率已经崩溃--这似乎不太可能发生，否则当局可能需要比投资者预期更强有力地收紧政策。这给金融部门带来了显而易见的风险。”美国去年第四季度经济增长加快 受到库存重建和消费支出提振美国去年最后三个月的经济增长加速，受到了库存重建和消费者支出增加的推动。美国商务部周四发布的初步估计数字显示，去年第四季度国内生产总值折合年率增长6.9%，高于第三季度2.3%的增幅。美联储官员密切关注的通胀指标--不包括食品和能源的个人消费支出价格指数，折合年率增长4.9%。接受媒体调查的经济学家的预测中值是去年第四季度GDP增长5.5%。高盛二号人物公开痛批美联储 “丧失公信、缺乏决心”就在美联储为遏制近40年来最热通胀而加大承诺力度之前，一位美国金融业高管对它做出了极为罕见的公开批评。高盛集团总裁John Waldron在对养老基金经理的发言中直言不讳地说，美联储的独立性近年来已经毁了，在市场上也丧失了公信力。他在央行周三会议前几个小时表示，过去几年发生的事情令“美联储的独立性受到质疑”。他对美联储作为“独立货币政策引擎做自己认为正确的事、而不是搞权宜之计”的能力表示怀疑。Waldron表示，真正重要的是削减过去两年翻逾一番达到近9万亿美元的资产负债表的能力和意愿。“我不完全相信美联储有这样做的意愿，” 他说，债券交易员也和他看法一致，“我不确定他们也相信美联储有这样的意愿。”摩根士丹利料美股还有更大跌势 恐怕会跑输世界其余地区股市摩根士丹利跨资产策略师Andrew Sheets认为，由于美股难以适应政策收紧的时代，因此加倍押注美股将从赢家变为输家。Sheets进一步强化了预期，认为经通胀调整的收益率将从严重负值水平回到疫情前的常态，可能给对利率敏感的增长股带来新的冲击，而这些股票驱动着美国的超大盘指数。“我们偏好在美国股市持有防御性头寸，认为美股对实际利率走高最为敏感，表现会落后于世界其余地区的股票，”Sheets在接受采访时表示。周三，美联储主席鲍威尔暗示，为了遏制40年来最为火热的通胀，3月份将会加息，同时提出了每次会议都加息的可能性，随后实际收益率升至18个月以来的最高水平。Sheets预计，到今年年底，经通胀调整的利率将进一步上升40个基点，至-0.1%。短短两周前，他的预测为-0.3%。美国天然气价格周四飙升46.5% 创史上最大单日涨幅美国天然气价格周四收盘飙升46%，创史上最大单日涨幅，令市场感到震惊。美国原油期货价格录得3个交易日来的首次下跌。根据道琼斯市场数据，纽约商品交易所2月份交割的天然气价格上涨1.99美元，涨幅达46.5%，收于每百万英热单位6.265美元，创10月以来最高收盘价，同时创下有记录以来的天然气最大单日百分比涨幅。美国能源信息署（EIA）周四报告称，美国上周天然气库存锐减2190亿立方英尺，使库存总量比去年水平低10%以上。与此同时，美国WTI原油期货价格录得3个交易日来的首次下跌。交易商仍在关注俄乌紧张局势及其对全球原油供应的潜在影响。纽约商品交易所3月交割的西德克萨斯中质原油（WTI）期货价格下跌74美分，跌幅近0.9%，收于每桶86.61美元。谷歌云部门组建新团队 围绕区块链打造业务据报道，在经历了零售、医疗和其他行业的增长之后，谷歌的云部门又成立了一个新团队，围绕区块链应用打造业务。分析人士称，此举若获得成功，将有助于谷歌进一步实现广告业务之外的多元化，并在不断增长的计算和存储服务市场进一步巩固自己的地位。谷歌云部门数字资产战略主管理查德·威德曼（Richard Widmann）今日称，该部门计划招聘一批拥有区块链专业知识的员工。他说：“我们认为，如果做得好，就会推动去中心化。”谷歌的云市场已经提供了一些工具，允许开发人员用来构建区块链网络。而且，谷歌也拥有了一些区块链客户，包括Dapper Labs、Hedera、Theta Labs，以及一些数字交易所。此外，谷歌还提供了数据集，人们可以使用BigQuery服务进行浏览，以查看比特币和其他货币的交易历史。","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835777680,"gmtCreate":1629760084940,"gmtModify":1676530119936,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835777680","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://ttm.financial/m/news/1179203616?lang=&edition=fundamental","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p>\n<p>Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p>\n<p>Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p>\n<p>In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p>\n<p>But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p>\n<p>“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p>\n<p>Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p>\n<p></p>\n<p>The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p>\n<p>All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p>\n<p>SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p>\n<p>Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p>\n<p>The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p>\n<p>The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p>\n<p>One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p>\n<p>But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p>\n<p>Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p>\n<p>On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.</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 Is an Enigma. The Opportunity in Its Stock Is Far More Clear.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the ...</p>\n\n<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3\">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.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317276273229880,"gmtCreate":1718499069271,"gmtModify":1718499072976,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"This is going far in the next ten years and more!&nbsp; Cheers!","listText":"This is going far in the next ten years and more!&nbsp; Cheers!","text":"This is going far in the next ten years and more! Cheers!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317276273229880","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262096388985040,"gmtCreate":1705023150111,"gmtModify":1705023154438,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Yeahhhhhhhhhhhhhhhhhhhhhhhhhhhh","listText":"Yeahhhhhhhhhhhhhhhhhhhhhhhhhhhh","text":"Yeahhhhhhhhhhhhhhhhhhhhhhhhhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/262096388985040","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261903458169048,"gmtCreate":1704976178280,"gmtModify":1704976182252,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Yeahhhhhhhhh winnnnnnn","listText":"Yeahhhhhhhhh winnnnnnn","text":"Yeahhhhhhhhh winnnnnnn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/261903458169048","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255463621468184,"gmtCreate":1703382539700,"gmtModify":1703382544002,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Good must win....&nbsp; Get more!&nbsp;","listText":"Good must win....&nbsp; Get more!&nbsp;","text":"Good must win.... Get more!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/255463621468184","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257209341833472,"gmtCreate":1703829297742,"gmtModify":1703829301680,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Hapoy new year to all!!!!!!&nbsp;","listText":"Hapoy new year to all!!!!!!&nbsp;","text":"Hapoy new year to all!!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257209341833472","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089094614,"gmtCreate":1649929342477,"gmtModify":1676534609036,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089094614","repostId":"1153344302","repostType":4,"repost":{"id":"1153344302","kind":"news","pubTimestamp":1649890579,"share":"https://ttm.financial/m/news/1153344302?lang=&edition=fundamental","pubTime":"2022-04-14 06:56","market":"us","language":"en","title":"Skittish Stock Traders Are Bracing for $2 Trillion Option Expiration","url":"https://stock-news.laohu8.com/highlight/detail?id=1153344302","media":"Bloomberg","summary":"BofA survey shows optimism about global growth at record lowIt’s not an easy time, particularly for ","content":"<html><head></head><body><ul><li>BofA survey shows optimism about global growth at record low</li><li>It’s not an easy time, particularly for stocks: Katy Kaminski</li></ul><p>Inflation is surging, central banks are on the move and now it’s earnings season. To top it all off, stock traders face the market-roiling potential of a monthly options expiration estimated at more than $2 trillion.</p><p>Roughly $495 billion in single-stock derivatives are set to expire Thursday, with another $980 billion of S&amp;P 500-linked contracts and $170 billion in options tied to the State Street fund tracking the S&amp;P 500 all running out as the holiday-shortened week ends, according to estimates from Goldman Sachs Group Inc.’s Rocky Fishman. Such volumes have been a source of volatility in the past year.</p><p>While nothing is ever assured in markets, indexes have exhibited a consistent pattern of declining on days when contracts are closed out. This time around, it comes as stocks are suffering through yet another bout of volatility, with the S&amp;P 500 notching only four positive days since the start of the month.</p><p>It isn’t out of the ordinary to get a monthly expiration on a Thursday in April, but other “wrinkles arise because it can coincide with tax day and the start of earnings season, both of which we’re getting now,” said Steve Sosnick, chief strategist at Interactive Brokers LLC. The deadline for Americans to file their tax returns is April 18.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/158c0f7e1238dc2a0511c55735fc17af\" tg-width=\"1000\" tg-height=\"685\" width=\"100%\" height=\"auto\"/><span>Source: Goldman SachsSource: Bloomberg</span></p><p>With monetary and fiscal support receding, investors have been hunkering down -- and the mood has turned gloomy. A survey by Bank of America Corp. showed fund-manager optimism about global growth is at a record low. The greatest number since 2008 are predicting a stagflationary period of lower growth and still-high inflation. Sentiment is “poor,” said the bank’s strategist. Managers remain in the “‘sell-the-rally’ camp,” and view previous selloffs as just an “appetizer.”</p><p>Others are dialing back their optimism. JPMorgan Chase &amp; Co.’s Marko Kolanovic, once a steadfast bull, said investors who previously raised stock holdings should now take profits and shift some money to government bonds. Truist Advisory Services’ Keith Lerner downgraded his view on equities, cutting them to neutral from attractive, while saying that the range of potential economic and market outcomes was “unusually wide.”</p><p>A cautious stance is prevalent in single-stock data, too. The 20-day average of Cboe’s put-call volume ratio for single stocks has risen from a four-month low, showing an increase in moves to hedge against price drops. Meanwhile, the Cboe Volatility Index, a gauge of prices on S&amp;P 500 options, has swung wildly this month, from as low as 18.6 to as high as 24.37. It was in the middle of that range as of 3:50 p.m. Wednesday.</p><p>“Given the backdrop of political uncertainty and supply-chain issues, I think it’s not an easy time, particularly for the equity markets,” Katy Kaminski, chief research strategist at AlphaSimplex, said in a phone interview. Inflation, for instance, “has more room to run than most people would like to think. They keep thinking everything is just going to go back to normal and I think it could take quite a while.”</p><p>Mushrooming options volume has been a regular feature of post-pandemic markets. Bullish options contracts became a favorite tool of retail traders who spent the Covid lockdowns trading from their phones. Now, amid choppier markets, demand for bearish options has been growing. Contracts tied to declines in State Street’s S&amp;P 500 ETF and the iShares iBoxx High Yield Corporate Bond ETF have started to rise again, with put open interest on the high-yield fund surging.</p><p>To be sure, Chris Murphy, co-head of derivatives strategy at Susquehanna International Group, said there is now likely to be less single-stock impact than in the day-trading frenzy of the past two years. Investors who bought puts in January and February when the market was selling off are way out of the money now, he said, which could mute the impact of expirations on market moves.</p><p>His team says a total of 85 million U.S.-listed option contracts are set to expire Thursday, an 8% decrease from a year ago. Single-stock contracts are down 12% year-over-year. “We are seeing a lot less of the meme stock trading compared to last year, that’s the major culprit,” Murphy said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16655cc222d21f0d71dd4257bfc5eae7\" tg-width=\"1000\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Source: Susquehanna, IVolatilitySource: Bloomberg</span></p><p>Meanwhile, index and ETF contracts increased 7% and 3%, respectively, versus year-earlier levels. “This is likely due to more of a focus on the macro environment and more hedging,” he said.</p></body></html>","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>Skittish Stock Traders Are Bracing for $2 Trillion Option Expiration</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\">\nSkittish Stock Traders Are Bracing for $2 Trillion Option Expiration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-14 06:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-13/skittish-stock-traders-bracing-for-2-trillion-option-expiration?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA survey shows optimism about global growth at record lowIt’s not an easy time, particularly for stocks: Katy KaminskiInflation is surging, central banks are on the move and now it’s earnings ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-13/skittish-stock-traders-bracing-for-2-trillion-option-expiration?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-13/skittish-stock-traders-bracing-for-2-trillion-option-expiration?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153344302","content_text":"BofA survey shows optimism about global growth at record lowIt’s not an easy time, particularly for stocks: Katy KaminskiInflation is surging, central banks are on the move and now it’s earnings season. To top it all off, stock traders face the market-roiling potential of a monthly options expiration estimated at more than $2 trillion.Roughly $495 billion in single-stock derivatives are set to expire Thursday, with another $980 billion of S&P 500-linked contracts and $170 billion in options tied to the State Street fund tracking the S&P 500 all running out as the holiday-shortened week ends, according to estimates from Goldman Sachs Group Inc.’s Rocky Fishman. Such volumes have been a source of volatility in the past year.While nothing is ever assured in markets, indexes have exhibited a consistent pattern of declining on days when contracts are closed out. This time around, it comes as stocks are suffering through yet another bout of volatility, with the S&P 500 notching only four positive days since the start of the month.It isn’t out of the ordinary to get a monthly expiration on a Thursday in April, but other “wrinkles arise because it can coincide with tax day and the start of earnings season, both of which we’re getting now,” said Steve Sosnick, chief strategist at Interactive Brokers LLC. The deadline for Americans to file their tax returns is April 18.Source: Goldman SachsSource: BloombergWith monetary and fiscal support receding, investors have been hunkering down -- and the mood has turned gloomy. A survey by Bank of America Corp. showed fund-manager optimism about global growth is at a record low. The greatest number since 2008 are predicting a stagflationary period of lower growth and still-high inflation. Sentiment is “poor,” said the bank’s strategist. Managers remain in the “‘sell-the-rally’ camp,” and view previous selloffs as just an “appetizer.”Others are dialing back their optimism. JPMorgan Chase & Co.’s Marko Kolanovic, once a steadfast bull, said investors who previously raised stock holdings should now take profits and shift some money to government bonds. Truist Advisory Services’ Keith Lerner downgraded his view on equities, cutting them to neutral from attractive, while saying that the range of potential economic and market outcomes was “unusually wide.”A cautious stance is prevalent in single-stock data, too. The 20-day average of Cboe’s put-call volume ratio for single stocks has risen from a four-month low, showing an increase in moves to hedge against price drops. Meanwhile, the Cboe Volatility Index, a gauge of prices on S&P 500 options, has swung wildly this month, from as low as 18.6 to as high as 24.37. It was in the middle of that range as of 3:50 p.m. Wednesday.“Given the backdrop of political uncertainty and supply-chain issues, I think it’s not an easy time, particularly for the equity markets,” Katy Kaminski, chief research strategist at AlphaSimplex, said in a phone interview. Inflation, for instance, “has more room to run than most people would like to think. They keep thinking everything is just going to go back to normal and I think it could take quite a while.”Mushrooming options volume has been a regular feature of post-pandemic markets. Bullish options contracts became a favorite tool of retail traders who spent the Covid lockdowns trading from their phones. Now, amid choppier markets, demand for bearish options has been growing. Contracts tied to declines in State Street’s S&P 500 ETF and the iShares iBoxx High Yield Corporate Bond ETF have started to rise again, with put open interest on the high-yield fund surging.To be sure, Chris Murphy, co-head of derivatives strategy at Susquehanna International Group, said there is now likely to be less single-stock impact than in the day-trading frenzy of the past two years. Investors who bought puts in January and February when the market was selling off are way out of the money now, he said, which could mute the impact of expirations on market moves.His team says a total of 85 million U.S.-listed option contracts are set to expire Thursday, an 8% decrease from a year ago. Single-stock contracts are down 12% year-over-year. “We are seeing a lot less of the meme stock trading compared to last year, that’s the major culprit,” Murphy said.Source: Susquehanna, IVolatilitySource: BloombergMeanwhile, index and ETF contracts increased 7% and 3%, respectively, versus year-earlier levels. “This is likely due to more of a focus on the macro environment and more hedging,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089095524,"gmtCreate":1649929262078,"gmtModify":1676534609019,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089095524","repostId":"9016476123","repostType":1,"repost":{"id":9016476123,"gmtCreate":1649229403658,"gmtModify":1676534474180,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"🏆【GAME】Hunting Eggs for Extra Saving!","htmlText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","listText":"Tiger has prepared some Easter gifts for you, please&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/easter/\" target=\"_blank\">click&nbsp;here</a>&nbsp;to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","text":"Tiger has prepared some Easter gifts for you, please click here to check them out!Easter can still be a bonus-boosting. Come and find the eggs in our Easter game to open the surprise! Each game contains 3 rounds, the more eggs you catch, the higher the points you can get. Game points can be redeemed for various rewards, including different value stock vouchers worth up to USD 1,000 are waiting for you! Moreover, catching special eggs can get extra points and chances to crack open for some wonderful Easter treats.There are too many hidden surprises to find, oops, the game attempts run out too fast. Don't worry, complete different tasks to earn more game attempts. Also, invite your frien","images":[{"img":"https://community-static.tradeup.com/news/15b435c0d10e0e89ad3e06b7bbd04830","width":"2251","height":"1334"},{"img":"https://community-static.tradeup.com/news/ff9640a9df2f24446e07b7a9b658cb4b","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/795038848b7c7b1d7dda27d92b580946","width":"1656","height":"948"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016476123","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096737990,"gmtCreate":1644458758985,"gmtModify":1676533929389,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"title":"Raffles Medical Group - to buy or wait?","htmlText":"Watching this stock dropping and dropping.&nbsp; Ave out is like $1, not sure if current drop is a good price to get in more?&nbsp;","listText":"Watching this stock dropping and dropping.&nbsp; Ave out is like $1, not sure if current drop is a good price to get in more?&nbsp;","text":"Watching this stock dropping and dropping. Ave out is like $1, not sure if current drop is a good price to get in more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096737990","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813613305,"gmtCreate":1630197098307,"gmtModify":1676530240054,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813613305","repostId":"890725888","repostType":1,"repost":{"id":890725888,"gmtCreate":1628136183740,"gmtModify":1703501905733,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"AMD一塵崛起，市值直逼英特爾！還能漲多久？","htmlText":"得益於財報大超預期，<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 一塵崛起，股價六連陽： 據瞭解，面對主要競爭對手英特爾，AMD專注於產品設計與研發，選擇用外包的方式，把代工交給<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$臺積電(TSM)$</a> 。 這樣強強聯手的結果，使得AMD的產品優勢逐漸突出，斬獲了更高的市場佔有率。 更令資本市場青睞AMD的原因，還有： 面對AMD的強勢來襲，英特爾卻宣佈將主要精力放在芯片製造領域，似乎有種 “抵擋不了AMD的趕超，乾脆放棄” 的感覺。 於是，在多重因素下，AMD的股價騰飛了！ 有投資者認爲，AMD已經從一名跟着隨着逆襲成爲了領跑者，未來的市值極有可能趕超英特爾。 目前，AMD市值1441億美元，距離<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a> 2187億美元的市值，仍有50%的上漲空間。 …… 最後，大家聊一聊： 你是否看好AMD？ 你認爲AMD的市值能超越英特爾嗎？ 精彩留言用戶可獲得888社區積分噢！","listText":"得益於財報大超預期，<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> 一塵崛起，股價六連陽： 據瞭解，面對主要競爭對手英特爾，AMD專注於產品設計與研發，選擇用外包的方式，把代工交給<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$臺積電(TSM)$</a> 。 這樣強強聯手的結果，使得AMD的產品優勢逐漸突出，斬獲了更高的市場佔有率。 更令資本市場青睞AMD的原因，還有： 面對AMD的強勢來襲，英特爾卻宣佈將主要精力放在芯片製造領域，似乎有種 “抵擋不了AMD的趕超，乾脆放棄” 的感覺。 於是，在多重因素下，AMD的股價騰飛了！ 有投資者認爲，AMD已經從一名跟着隨着逆襲成爲了領跑者，未來的市值極有可能趕超英特爾。 目前，AMD市值1441億美元，距離<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$</a> 2187億美元的市值，仍有50%的上漲空間。 …… 最後，大家聊一聊： 你是否看好AMD？ 你認爲AMD的市值能超越英特爾嗎？ 精彩留言用戶可獲得888社區積分噢！","text":"得益於財報大超預期，$AMD(AMD)$ 一塵崛起，股價六連陽： 據瞭解，面對主要競爭對手英特爾，AMD專注於產品設計與研發，選擇用外包的方式，把代工交給$臺積電(TSM)$ 。 這樣強強聯手的結果，使得AMD的產品優勢逐漸突出，斬獲了更高的市場佔有率。 更令資本市場青睞AMD的原因，還有： 面對AMD的強勢來襲，英特爾卻宣佈將主要精力放在芯片製造領域，似乎有種 “抵擋不了AMD的趕超，乾脆放棄” 的感覺。 於是，在多重因素下，AMD的股價騰飛了！ 有投資者認爲，AMD已經從一名跟着隨着逆襲成爲了領跑者，未來的市值極有可能趕超英特爾。 目前，AMD市值1441億美元，距離$英特爾(INTC)$ 2187億美元的市值，仍有50%的上漲空間。 …… 最後，大家聊一聊： 你是否看好AMD？ 你認爲AMD的市值能超越英特爾嗎？ 精彩留言用戶可獲得888社區積分噢！","images":[{"img":"https://static.tigerbbs.com/5c7985055aebadea027241a188af4c66","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890725888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356700660937056,"gmtCreate":1728087207858,"gmtModify":1728087212489,"author":{"id":"4090826650060290","authorId":"4090826650060290","name":"seesam","avatar":"https://static.tigerbbs.com/260b6aa14bb5397e92aaa5702b7aa599","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090826650060290","authorIdStr":"4090826650060290"},"themes":[],"htmlText":"1 and 8, 5 and 7. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a><a href=\"https://ttm.financial/U/4093528794898950\"> @小确幸真走运 </a><a href=\"https://ttm.financial/U/3581670987980162\"> @Papa Bear </a>","listText":"1 and 8, 5 and 7. <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4170483962914482\"> @旺财小可爱 </a><a href=\"https://ttm.financial/U/4093528794898950\"> @小确幸真走运 </a><a href=\"https://ttm.financial/U/3581670987980162\"> @Papa Bear </a>","text":"1 and 8, 5 and 7. @Tiger_comments @旺财小可爱 @小确幸真走运 @Papa Bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356700660937056","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}