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2022-12-06

wow

US STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes

2022-12-05

ok

ASX Edges Higher; Metcash Lifts Dividend on Higher Earnings

2022-11-16

ok

What If the Fed’s Own Forecasts Are Wrong?

2022-11-10

hi

Biden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments

2022-11-09

still buying more.

Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing

2022-11-07

huat

Singapore Stock Market Tipped To Open In The Green

2022-10-26

[Cry]

Alphabet Dips 6% As Q3 Revenues, Profits Miss Forecast

2022-10-19

huat

Singapore Bourse May Add To Tuesday's Gains

2022-10-15

huat

SNOW vs. PLTR: A Contrarian View of These Software Stocks

2022-10-14

ok

Singapore Stocks to Watch: Singtel, SIA, Stamford Land

2022-10-12

ok

3 Stocks That Are Fantastic Deals Right Now

2022-10-10

ok

Sorry, the original content has been removed

2022-10-07

ok

Google Unveils New Phones and Watch That Undercut Apple on Price

2022-09-30

nice

Why Is Palantir Stock Outperforming the Market Today?

2022-09-27

finally some good news

Palantir Stock Jumped over 2% in Premarket Trading

2022-09-23

[Happy]

Sea Slid 3% in Premarket Trading

2022-09-22

more to comr

Sorry, the original content has been removed

2022-09-20

ok

Another Fed Rate Hike Is Coming: 3 Bank Stocks That Will Benefit From Rising Interest Rates

2022-09-15

[Miser]

Sorry, the original content has been removed

2022-09-15

[Miser]

Sea’s Billionaire CEO to Forgo Salary as Cost Cuts Spread

Go to Tiger App to see more news

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said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.</p><p>&#34;We&#39;re back to inflation-fighting mode,&#34; Drury added.</p><p>Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.</p><p>The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.</p><p>The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.</p><p>The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&amp;P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.</p><p>In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan&#39;s consumer sentiment survey for more clues on the health of the U.S. economy.</p><p>Energy was among the biggest S&amp;P sectoral losers, dropping 2.9%. 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The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.</p><p>Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D&#39;Silva, Shounak Dasgupta and Lisa Shumaker)</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>US STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Slides As Services Data Spooks Investors About Fed Rate Hikes\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\">2022-12-06 05:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.</p><p>The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.</p><p>This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.</p><p>Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.</p><p>The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.</p><p>&#34;Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,&#34; said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.</p><p>&#34;We&#39;re back to inflation-fighting mode,&#34; Drury added.</p><p>Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.</p><p>The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.</p><p>The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.</p><p>The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&amp;P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.</p><p>In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan&#39;s consumer sentiment survey for more clues on the health of the U.S. economy.</p><p>Energy was among the biggest S&amp;P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.</p><p>EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.</p><p>Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.</p><p>Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.</p><p>Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D&#39;Silva, Shounak Dasgupta and Lisa Shumaker)</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289919187","content_text":"(Reuters) - U.S. markets ended Monday lower, as investors spooked by better-than-expected data from the services sector re-evaluated whether the Federal Reserve could hike interest rates for longer, while shares of Tesla slid on reports of a production cut in China.The electric-vehicle maker slumped 6.4% on plans to cut December output of the Model Y at its Shanghai plant by more than 20% from the previous month.This weighed on the Nasdaq, where Tesla was one of the biggest fallers, pulling the tech-heavy index to its second straight decline.Broadly, indexes suffered as data showed U.S. services industry activity unexpectedly picked up in November, with employment rebounding, offering more evidence of underlying momentum in the economy.The data came on the heels of a survey last week that showed stronger-than-expected job and wage growth in November, challenging hopes that the Fed might slow the pace and intensity of its rate hikes amid recent signs of ebbing inflation.\"Today is a bit of a response to Friday, because that jobs report, showing the economy was not slowing down that much, was contrary to the message which (Chair Jerome) Powell had delivered on Wednesday afternoon,\" said Bernard Drury, CEO of Drury Capital, referencing comments made by the head of the Federal Reserve saying it was time to slow the pace of coming interest rate hikes.\"We're back to inflation-fighting mode,\" Drury added.Investors see an 89% chance that the U.S. central bank will increase interest rates by 50 basis points next week to 4.25%-4.50%, with the rates peaking at 4.984% in May 2023.The rate-setting Federal Open Market Committee meets on Dec. 13-14, the final meeting in a volatile year, which saw the central bank attempt to arrest a multi-decade rise in inflation with record interest rate hikes.The aggressive policy tightening has also triggered worries of an economic downturn, with JPMorgan, Citigroup and BlackRock among those that believe a recession is likely in 2023.The Dow Jones Industrial Average fell 482.78 points, or 1.4%, to close at 33,947.1, the S&P 500 lost 72.86 points, or 1.79%, to end on 3,998.84, and the Nasdaq Composite dropped 221.56 points, or 1.93%, to finish on 11,239.94.In other economic data this week, investors will also monitor weekly jobless claims, producer prices and the University of Michigan's consumer sentiment survey for more clues on the health of the U.S. economy.Energy was among the biggest S&P sectoral losers, dropping 2.9%. It was weighed by U.S. natural gas futures slumping more than 10% on Monday, as the outlook dimmed due to forecasts for milder weather and the delayed restart of the Freeport liquefied natural gas (LNG) export plant.EQT Corp, one of the largest U.S. natural gas producers, was the steepest faller on the energy index, closing 7.2% lower.Financials were also hit hard, slipping 2.5%. Although bank profits are typically boosted by rising interest rates, they are also sensitive to concerns about bad loans or slowing loan growth amid an economic downturn.Meanwhile, apparel maker VF Corp dropped 11.2% - its largest one-day decline since March 2020 - after announcing the sudden retirement of CEO Steve Rendle. The firm, which owns names including outdoor wear brand The North Face and sneaker maker Vans, also cut its full-year sales and profit forecasts, blaming weaker-than-anticipated consumer demand.Volume on U.S. exchanges was 10.78 billion shares, compared with the 11.04 billion average for the full session over the last 20 trading days.The S&P 500 posted six new 52-week highs and four new lows; the Nasdaq Composite recorded 105 new highs and 133 new lows. (Reporting by Shubham Batra, Ankika Biswas, Johann M Cherian and Devik Jain in Bengaluru and David French in New York; Editing by Anil D'Silva, Shounak Dasgupta and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964418090,"gmtCreate":1670198577410,"gmtModify":1676538317224,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964418090","repostId":"1137572712","repostType":4,"repost":{"id":"1137572712","pubTimestamp":1670195875,"share":"https://ttm.financial/m/news/1137572712?lang=&edition=fundamental","pubTime":"2022-12-05 07:17","language":"en","title":"ASX Edges Higher;  Metcash Lifts Dividend on Higher Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1137572712","media":"The Australian Financial Review","summary":"The S&P/ASX 200 added 0.1 per cent, or 9.5 points, to 7311 in the opening minutes of trade, buoyed b","content":"<html><head></head><body><p>The S&amp;P/ASX 200 added 0.1 per cent, or 9.5 points, to 7311 in the opening minutes of trade, buoyed by gains across the materials sector.</p><p>Higher iron ore prices have boosted miners of the bulk commodity; Fortescue rose 2.1 per cent to $20.10, BHP firmed 1.6 per cent to $46.50 and Champion Iron climbed 1.3 per cent to $6.84.</p><p>Metcash edged 0.2 per cent lower to $4.22 despite lifting its interim dividend and beating earnings expectations.</p><p>IGO fell 2.1 per cent to $16 after advising that a fire has impacted its Nova operation over the weekend.</p><p>Splitit jumped 8.3 per cent to 19.5¢ after expanded its agreement with Google to bring its instalments solution to the Google Store in the US, Canada and Australia.</p></body></html>","source":"afr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ASX Edges Higher;  Metcash Lifts Dividend on Higher Earnings</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\">\nASX Edges Higher;  Metcash Lifts Dividend on Higher Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-advance-could-be-checked-by-rba-positioning-20221203-p5c3cm><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P/ASX 200 added 0.1 per cent, or 9.5 points, to 7311 in the opening minutes of trade, buoyed by gains across the materials sector.Higher iron ore prices have boosted miners of the bulk commodity...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-advance-could-be-checked-by-rba-positioning-20221203-p5c3cm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XAO.AU":"标普/澳交所 普通股指数","XKO.AU":"标普/澳交所 300指数"},"source_url":"https://www.afr.com/markets/equity-markets/asx-advance-could-be-checked-by-rba-positioning-20221203-p5c3cm","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137572712","content_text":"The S&P/ASX 200 added 0.1 per cent, or 9.5 points, to 7311 in the opening minutes of trade, buoyed by gains across the materials sector.Higher iron ore prices have boosted miners of the bulk commodity; Fortescue rose 2.1 per cent to $20.10, BHP firmed 1.6 per cent to $46.50 and Champion Iron climbed 1.3 per cent to $6.84.Metcash edged 0.2 per cent lower to $4.22 despite lifting its interim dividend and beating earnings expectations.IGO fell 2.1 per cent to $16 after advising that a fire has impacted its Nova operation over the weekend.Splitit jumped 8.3 per cent to 19.5¢ after expanded its agreement with Google to bring its instalments solution to the Google Store in the US, Canada and Australia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963053822,"gmtCreate":1668557318266,"gmtModify":1676538074738,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963053822","repostId":"1160332041","repostType":4,"repost":{"id":"1160332041","pubTimestamp":1668576951,"share":"https://ttm.financial/m/news/1160332041?lang=&edition=fundamental","pubTime":"2022-11-16 13:35","market":"us","language":"en","title":"What If the Fed’s Own Forecasts Are Wrong?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160332041","media":"Bloomberg","summary":"The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in","content":"<html><head></head><body><p>The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in the next three years. And Chair Jerome Powell still seems to think that a soft landing for the economy is possible. In my view, however, a US recession is highly likely in the next 12 to 18 months. Why don’t I share the Fed’s optimism?</p><p>The projections by the Fed governors will always paint a rosy picture. They’re instructed to condition their view on an optimal monetary policy, which obviously makes better outcomes achievable. In the real world, as has been demonstrated over the past year, policy is often far from that ideal, so actual results will usually be worse than implied by the projections.</p><p>In the same vein, the Fed model that underpins its staff forecast contains assumptions that contribute to more pleasant forecasts. They include that the Fed will pursue the optimal monetary policy path in the future (regardless of past errors) and that households and businesses know this.</p><p>These assumptions rule out persistent monetary policy errors or the loss of confidence by households and businesses in the Fed’s commitment and ability to achieve its employment and inflation objectives.</p><p>The Fed also operates in a world where there’s an important political economy constraint. Admitting that a recession would be required to get inflation in check might undercut public support for a tighter monetary policy. It also could subject the Fed to criticism that might ultimately undermine its independence or cause Congress to limit its authority in the future. Sugarcoating the cost of what the Fed needs to do may be viewed as a necessary evil so it can carry out its mission successfully. But it also runs the risk of undercutting the Fed’s credibility.</p><p>Why do I believe a recession is unavoidable? To start, the Fed is committed to bringing inflation down to its 2% annual rate target. Powell made it clear in his remarks at the Jackson Hole conference in August that this goal was “unconditional” and reiterated his commitment at his September news conference. Failure is an unattractive option because inflation expectations would rise, necessitating a harsher monetary policy and worse outcomes later.</p><p>To bring inflation to 2%, the Federal Open Market Committee will have to push up the unemployment rate substantially. The labor market is much too tight to be consistent with a stable or declining underlying inflation rate.</p><p>Judging from the relationship between unfilled job openings and the number of people who are unemployed, known as the Beveridge curve, the unemployment rate consistent with stable inflation has risen considerably and could be as high as 5%, well above the current rate of 3.7%. Even if the Beveridge curve were to shift back down because labor market frictions abated, the unemployment rate would still need to rise to at least 4.5%.</p><p>During the postwar period, every time the unemployment rate has risen by 0.5 percentage point or more, the US economy has fallen into recession. This empirical regularity is memorialized as the Sahm rule. The difficulty of engineering a soft landing is underscored by the fact that there are no examples of an unemployment rate rising between 0.5 and 2 percentage points from trough to peak at all. Once the unemployment rate has moved up modestly, it’s hard to stop. Thus, the Fed’s Summary of Economic Projections in September in which unemployment rises to 4.4% from its recent trough of 3.5% would be unprecedented.</p><p>The episodes Powell has cited of successful soft landings—in 1965-66, 1984-85, and 1993-95—don’t apply to the current set of circumstances. In those cases, the Fed tightened and that slowed the pace of economic growth and the decline in the unemployment rate, but in none of those episodes did the Fed tighten sufficiently to push the unemployment rate up. In Fed parlance, these soft landings were achieved from above, by slowing the economy to a sustainable growth rate, rather than from below, by slowing the economy sufficiently to push the unemployment rate up.</p><p>Fed risk management will also increase the likelihood of recession. Powell has made it clear that the consequences of failing to bring inflation back down to 2% on a sustainable basis are unacceptable. The lesson of the 1970s is that failure would lead to unanchored inflation expectations, making the job of restoring price stability that much more difficult.</p><p>In addition, the Fed’s task will be made difficult by uncertainty about whether it has done enough. How high do short-term interest rates need to go to push the unemployment rate above the rate consistent with stable inflation? How long does such an unemployment rate need to be elevated to bring inflation back down to 2%? Because, at the margin, the negative consequences of doing too little exceed the negative consequences of doing too much, this means that monetary policy will likely ultimately be kept too tight for too long. The long and variable lags between changes in the stance of monetary policy and its effect on economic activity reinforce this.</p><p>Some argue—including Fed officials—that a soft landing is still possible:</p><p>• As supply chain disruptions dissipate and the allocation of demand between goods and services normalizes, headline inflation will fall sharply.</p><p>• Labor supply will increase as labor force participation rises.</p><p>• Fed tightening can reduce the excess demand for labor without generating a large rise in unemployment.</p><p>Although one can’t dismiss these points out of hand, I’m afraid they’re likely to prove insufficient to avoid a hard landing.</p><p>First, even if declining goods prices cause headline inflation to fall sharply in the year ahead, that doesn’t deal with the fact that the inflation problem has broadened out, into services prices and wages.</p><p>The breadth of inflationary pressures is visible in the median consumer price index calculated by the Federal Reserve Bank of Cleveland and the trimmed mean personal consumption expenditures deflator—an alternative inflation measure calculated by the Federal Reserve Bank of Dallas—with increases of 7% and 4.7%, respectively, over the past year. Those numbers capture what’s happening for those goods and services in the middle of the inflation distribution.</p><p>Similarly, the trend of wage inflation is well above a rate consistent with 2% inflation. For example, the employment cost index for the wages and salaries of private industry workers has gone up 5.2% over the past year, and the Federal Reserve Bank of Atlanta’s wage tracker index is rising at a 6.4% annual rate. Given the trend of labor productivity, wage inflation needs to be in a 3%-to-4% range to be consistent with the Fed’s 2% inflation objective.</p><p>Second, on the labor supply front, the Fed is unlikely to be bailed out by a large increase in labor force participation. As labor economist Stephanie Aaronson noted in her remarks at this year’s Fed Jackson Hole conference: “The unemployment rate is the best gauge of the state of the business cycle.” Although a tight labor market can be expected to provoke a rise in labor force participation, she said, the process is a slow-moving one, playing out over several years, too slow a process to rescue the Fed.</p><p>Third, the notion that the Fed’s monetary policy stringency can be oriented toward reducing the excess demand for labor without driving up unemployment materially is wishful thinking. Monetary policy can’t be targeted in such a way to reduce the demand for labor in industries where demand is excessive relative to industries where labor supply and demand is in better balance. It’s a blunt tool that affects the economy broadly through its impact on financial conditions.</p><p>Although a soft landing would obviously be preferable, that ship has sailed. Today, a recession is virtually inevitable.</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>What If the Fed’s Own Forecasts Are Wrong?</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\">\nWhat If the Fed’s Own Forecasts Are Wrong?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-s-own-forecasts-are-wrong?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in the next three years. And Chair Jerome Powell still seems to think that a soft landing for the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-s-own-forecasts-are-wrong?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-s-own-forecasts-are-wrong?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160332041","content_text":"The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in the next three years. And Chair Jerome Powell still seems to think that a soft landing for the economy is possible. In my view, however, a US recession is highly likely in the next 12 to 18 months. Why don’t I share the Fed’s optimism?The projections by the Fed governors will always paint a rosy picture. They’re instructed to condition their view on an optimal monetary policy, which obviously makes better outcomes achievable. In the real world, as has been demonstrated over the past year, policy is often far from that ideal, so actual results will usually be worse than implied by the projections.In the same vein, the Fed model that underpins its staff forecast contains assumptions that contribute to more pleasant forecasts. They include that the Fed will pursue the optimal monetary policy path in the future (regardless of past errors) and that households and businesses know this.These assumptions rule out persistent monetary policy errors or the loss of confidence by households and businesses in the Fed’s commitment and ability to achieve its employment and inflation objectives.The Fed also operates in a world where there’s an important political economy constraint. Admitting that a recession would be required to get inflation in check might undercut public support for a tighter monetary policy. It also could subject the Fed to criticism that might ultimately undermine its independence or cause Congress to limit its authority in the future. Sugarcoating the cost of what the Fed needs to do may be viewed as a necessary evil so it can carry out its mission successfully. But it also runs the risk of undercutting the Fed’s credibility.Why do I believe a recession is unavoidable? To start, the Fed is committed to bringing inflation down to its 2% annual rate target. Powell made it clear in his remarks at the Jackson Hole conference in August that this goal was “unconditional” and reiterated his commitment at his September news conference. Failure is an unattractive option because inflation expectations would rise, necessitating a harsher monetary policy and worse outcomes later.To bring inflation to 2%, the Federal Open Market Committee will have to push up the unemployment rate substantially. The labor market is much too tight to be consistent with a stable or declining underlying inflation rate.Judging from the relationship between unfilled job openings and the number of people who are unemployed, known as the Beveridge curve, the unemployment rate consistent with stable inflation has risen considerably and could be as high as 5%, well above the current rate of 3.7%. Even if the Beveridge curve were to shift back down because labor market frictions abated, the unemployment rate would still need to rise to at least 4.5%.During the postwar period, every time the unemployment rate has risen by 0.5 percentage point or more, the US economy has fallen into recession. This empirical regularity is memorialized as the Sahm rule. The difficulty of engineering a soft landing is underscored by the fact that there are no examples of an unemployment rate rising between 0.5 and 2 percentage points from trough to peak at all. Once the unemployment rate has moved up modestly, it’s hard to stop. Thus, the Fed’s Summary of Economic Projections in September in which unemployment rises to 4.4% from its recent trough of 3.5% would be unprecedented.The episodes Powell has cited of successful soft landings—in 1965-66, 1984-85, and 1993-95—don’t apply to the current set of circumstances. In those cases, the Fed tightened and that slowed the pace of economic growth and the decline in the unemployment rate, but in none of those episodes did the Fed tighten sufficiently to push the unemployment rate up. In Fed parlance, these soft landings were achieved from above, by slowing the economy to a sustainable growth rate, rather than from below, by slowing the economy sufficiently to push the unemployment rate up.Fed risk management will also increase the likelihood of recession. Powell has made it clear that the consequences of failing to bring inflation back down to 2% on a sustainable basis are unacceptable. The lesson of the 1970s is that failure would lead to unanchored inflation expectations, making the job of restoring price stability that much more difficult.In addition, the Fed’s task will be made difficult by uncertainty about whether it has done enough. How high do short-term interest rates need to go to push the unemployment rate above the rate consistent with stable inflation? How long does such an unemployment rate need to be elevated to bring inflation back down to 2%? Because, at the margin, the negative consequences of doing too little exceed the negative consequences of doing too much, this means that monetary policy will likely ultimately be kept too tight for too long. The long and variable lags between changes in the stance of monetary policy and its effect on economic activity reinforce this.Some argue—including Fed officials—that a soft landing is still possible:• As supply chain disruptions dissipate and the allocation of demand between goods and services normalizes, headline inflation will fall sharply.• Labor supply will increase as labor force participation rises.• Fed tightening can reduce the excess demand for labor without generating a large rise in unemployment.Although one can’t dismiss these points out of hand, I’m afraid they’re likely to prove insufficient to avoid a hard landing.First, even if declining goods prices cause headline inflation to fall sharply in the year ahead, that doesn’t deal with the fact that the inflation problem has broadened out, into services prices and wages.The breadth of inflationary pressures is visible in the median consumer price index calculated by the Federal Reserve Bank of Cleveland and the trimmed mean personal consumption expenditures deflator—an alternative inflation measure calculated by the Federal Reserve Bank of Dallas—with increases of 7% and 4.7%, respectively, over the past year. Those numbers capture what’s happening for those goods and services in the middle of the inflation distribution.Similarly, the trend of wage inflation is well above a rate consistent with 2% inflation. For example, the employment cost index for the wages and salaries of private industry workers has gone up 5.2% over the past year, and the Federal Reserve Bank of Atlanta’s wage tracker index is rising at a 6.4% annual rate. Given the trend of labor productivity, wage inflation needs to be in a 3%-to-4% range to be consistent with the Fed’s 2% inflation objective.Second, on the labor supply front, the Fed is unlikely to be bailed out by a large increase in labor force participation. As labor economist Stephanie Aaronson noted in her remarks at this year’s Fed Jackson Hole conference: “The unemployment rate is the best gauge of the state of the business cycle.” Although a tight labor market can be expected to provoke a rise in labor force participation, she said, the process is a slow-moving one, playing out over several years, too slow a process to rescue the Fed.Third, the notion that the Fed’s monetary policy stringency can be oriented toward reducing the excess demand for labor without driving up unemployment materially is wishful thinking. Monetary policy can’t be targeted in such a way to reduce the demand for labor in industries where demand is excessive relative to industries where labor supply and demand is in better balance. It’s a blunt tool that affects the economy broadly through its impact on financial conditions.Although a soft landing would obviously be preferable, that ship has sailed. Today, a recession is virtually inevitable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960074262,"gmtCreate":1668039059156,"gmtModify":1676538001659,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960074262","repostId":"2282956139","repostType":2,"repost":{"id":"2282956139","pubTimestamp":1668036732,"share":"https://ttm.financial/m/news/2282956139?lang=&edition=fundamental","pubTime":"2022-11-10 07:32","market":"sg","language":"en","title":"Biden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments","url":"https://stock-news.laohu8.com/highlight/detail?id=2282956139","media":"Forbes","summary":"Biden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments","content":"<div>\n<p>Biden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments</p>\n\n<a href=\"https://news.google.com/__i/rss/rd/articles/CBMihgFodHRwczovL3d3dy5mb3JiZXMuY29tL3NpdGVzL2FsYW5vaG5zbWFuLzIwMjIvMTEvMDkvYmlkZW4tc2F5cy10aGUtdXMtc2hvdWxkLXJldmlldy1lbG9uLW11c2tzLXJlbGF0aW9uc2hpcHMtd2l0aC1mb3JlaWduLWdvdmVybm1lbnRzL9IBAA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Biden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments</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{ 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.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\">\nBiden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/__i/rss/rd/articles/CBMihgFodHRwczovL3d3dy5mb3JiZXMuY29tL3NpdGVzL2FsYW5vaG5zbWFuLzIwMjIvMTEvMDkvYmlkZW4tc2F5cy10aGUtdXMtc2hvdWxkLXJldmlldy1lbG9uLW11c2tzLXJlbGF0aW9uc2hpcHMtd2l0aC1mb3JlaWduLWdvdmVybm1lbnRzL9IBAA?oc=5><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments</p>\n\n<a href=\"https://news.google.com/__i/rss/rd/articles/CBMihgFodHRwczovL3d3dy5mb3JiZXMuY29tL3NpdGVzL2FsYW5vaG5zbWFuLzIwMjIvMTEvMDkvYmlkZW4tc2F5cy10aGUtdXMtc2hvdWxkLXJldmlldy1lbG9uLW11c2tzLXJlbGF0aW9uc2hpcHMtd2l0aC1mb3JlaWduLWdvdmVybm1lbnRzL9IBAA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) 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Acc","BK4534":"瑞士信贷持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://news.google.com/__i/rss/rd/articles/CBMihgFodHRwczovL3d3dy5mb3JiZXMuY29tL3NpdGVzL2FsYW5vaG5zbWFuLzIwMjIvMTEvMDkvYmlkZW4tc2F5cy10aGUtdXMtc2hvdWxkLXJldmlldy1lbG9uLW11c2tzLXJlbGF0aW9uc2hpcHMtd2l0aC1mb3JlaWduLWdvdmVybm1lbnRzL9IBAA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282956139","content_text":"Biden Says The U.S. Should Review Elon Musk's Relationships With Foreign Governments","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987459688,"gmtCreate":1667970592444,"gmtModify":1676537992566,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"still buying more.","listText":"still buying more.","text":"still buying more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987459688","repostId":"1119565865","repostType":2,"repost":{"id":"1119565865","pubTimestamp":1667970397,"share":"https://ttm.financial/m/news/1119565865?lang=&edition=fundamental","pubTime":"2022-11-09 13:06","market":"us","language":"en","title":"Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing","url":"https://stock-news.laohu8.com/highlight/detail?id=1119565865","media":"Seeking Alpha","summary":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenu","content":"<html><head></head><body><h2>Summary</h2><ul><li>My investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.</li><li>Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.</li><li>I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>I was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company&#39;s business prospects, but was disappointed with how Alex Karp&#39;s (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp&#39;s letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.</p><p>Since 2022 isn&#39;t playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2&#39;s, but the results weren&#39;t overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir&#39;s revenue growth won&#39;t hit Alek Karp&#39;s projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bce4c6da47a33baf858c7b09566bba8\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><h2>The ugly part of Q3 and how it is making my projections change</h2><p>In Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.</p><p>I built a model based on PLTR&#39;s commentary and their 2021 FCF margin. In my model, which is below, I had PLTR&#39;s revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021&#39;s FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83ae01fb83faa817f70110891f770c9b\" tg-width=\"640\" tg-height=\"66\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d239d9dac695fda355bc570b6c2ea77\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I can no longer use the model I previously based my investment thesis around because PLTR&#39;s projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR&#39;s FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR&#39;s revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR&#39;s FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d97f8eea6c89e38d0b039fe76b44b0\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I built 2 models to see where PLTR&#39;s numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021&#39;s FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.</p><p>In model 2, I made the assumption that PLTR&#39;s revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.</p><p>I don&#39;t have a crystal ball, so I don&#39;t know which model is more accurate, but 2022 isn&#39;t what PLTR had hoped for, and it&#39;s certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn&#39;t enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35b01bc10374ca97fc6d7dd4f131c7aa\" tg-width=\"640\" tg-height=\"147\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c52c2f63ca61a261775c95bca20c753b\" tg-width=\"640\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>The other aspect I am not thrilled about is PLTR&#39;s stock-based compensation (&#34;SBCU&#34;), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.</p><p>The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it&#39;s expensed to, but we don&#39;t know how it&#39;s distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn&#39;t hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.</p><p>As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it&#39;s beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.</p><h2>By the numbers, 2022 isn&#39;t what I had hoped it would be, Q3 earnings weren&#39;t entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?</h2><p>Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.</p><p>Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR&#39;s software.</p><p>PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR&#39;s testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871aee443bc3808cd89c5fc1e4ba2514\" tg-width=\"640\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>Once again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR&#39;s new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn&#39;t a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.</p><p>PLTR didn&#39;t go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR&#39;s new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.</p><p>I wasn&#39;t thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.</p><p>I was very critical of PLTR&#39;s revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn&#39;t materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a0de766ef9082a731f07346df7c55b\" tg-width=\"539\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>No matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR&#39;s previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it&#39;s up 31% YoY. In Q3 PLTR&#39;s total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.</p><p>For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn&#39;t have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?</p><h2>Conclusion</h2><p>As a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.</p><p>That being said, I am not bearish and find Palantir&#39;s current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR&#39;s numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.</p><p><i>This article is written by Steven Fiorillo for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing</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: -11.48% After Earnings, And My Investment Thesis Is Changing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119565865","content_text":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.Michael ViI was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company's business prospects, but was disappointed with how Alex Karp's (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp's letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.Since 2022 isn't playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2's, but the results weren't overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir's revenue growth won't hit Alek Karp's projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.Seeking AlphaThe ugly part of Q3 and how it is making my projections changeIn Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.I built a model based on PLTR's commentary and their 2021 FCF margin. In my model, which is below, I had PLTR's revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021's FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.Steven Fiorillo, Palantir, Seeking AlphaPalantirI can no longer use the model I previously based my investment thesis around because PLTR's projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR's FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR's revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR's FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.PalantirI built 2 models to see where PLTR's numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021's FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.In model 2, I made the assumption that PLTR's revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.I don't have a crystal ball, so I don't know which model is more accurate, but 2022 isn't what PLTR had hoped for, and it's certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn't enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.Steven Fiorillo, Palantir, Seeking AlphaPalantirThe other aspect I am not thrilled about is PLTR's stock-based compensation (\"SBCU\"), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it's expensed to, but we don't know how it's distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn't hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it's beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.By the numbers, 2022 isn't what I had hoped it would be, Q3 earnings weren't entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR's software.PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR's testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.PalantirOnce again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR's new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn't a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.PLTR didn't go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR's new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.I wasn't thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.I was very critical of PLTR's revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn't materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.PalantirNo matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR's previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it's up 31% YoY. In Q3 PLTR's total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn't have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?ConclusionAs a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.That being said, I am not bearish and find Palantir's current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR's numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.This article is written by Steven Fiorillo for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"content":"Pls like my post thanks","text":"Pls like my post thanks","html":"Pls like my post thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987069958,"gmtCreate":1667779720475,"gmtModify":1676537961169,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987069958","repostId":"1163057400","repostType":2,"repost":{"id":"1163057400","pubTimestamp":1667779473,"share":"https://ttm.financial/m/news/1163057400?lang=&edition=fundamental","pubTime":"2022-11-07 08:04","market":"sg","language":"en","title":"Singapore Stock Market Tipped To Open In The Green","url":"https://stock-news.laohu8.com/highlight/detail?id=1163057400","media":"RTTNews","summary":"The Singapore stock market rebounded on Friday, one day after ending the seven-day winning streak in","content":"<html><head></head><body><p>The Singapore stock market rebounded on Friday, one day after ending the seven-day winning streak in which it had surged more than 170 points or 5.7 percent. The Straits Times Index now rests just above the 3,130-point plateau and it&#39;s likely to open higher again on Monday.</p><p>The global forecast for the Asian markets is upbeat following stronger than expected employment data from the United States. The European and U.S. markets were solidly higher and the Asian bourses are tipped to follow suit.</p><p>The STI finished modestly higher on Friday following gains from the financials, properties and industrials.</p><p>For the day, the index advanced 27.60 points or 0.89 percent to finish at 3,130.11 after trading between 3,098.72 and 3,134.30. Volume was 1.65 billion shares worth 1.26 billion Singapore dollars. There were 347 gainers and 218 decliners.</p><p>Among the actives, CapitaLand Integrated Commercial Trust gained 0.54 percent, while CapitaLand Investment skyrocketed 5.59 percent, City Developments rallied 1.43 percent, DBS Group and Yangzijiang Shipbuilding both increased 0.79 percent, Emperador climbed 1.05 percent, Genting Singapore added 0.62 percent, Hongkong Land spiked 2.21 percent, Keppel Corp strengthened 1.14 percent, Mapletree Pan Asia Commercial Trust lost 0.64 percent, Mapletree Industrial Trust improved 0.93 percent, Oversea-Chinese Banking Corporation collected 0.75 percent, SATS sank 0.74 percent, SembCorp Industries surged 3.70 percent, Singapore Technologies Engineering fell 0.30 percent, SingTel rose 0.40 percent, Thai Beverage accelerated 1.75 percent, United Overseas Bank jumped 1.36 percent, Wilmar International advanced 1.02 percent, Yangzijiang Financial and DFI Retail both soared 3.08 percent and Ascendas REIT, Comfort DelGro and Mapletree Logistics Trust were unchanged.</p><p>The lead from Wall Street is upbeat as the major averages opened sharply higher on Friday, faded midday but bounced higher again late in the session.</p><p>The Dow surged 402.02 points or 1.26 percent to finish at 32,403.22, while the NASDAQ jumped 132.35 points or 1.28 percent to close at 10,475.25 and the S&amp;P 500 climbed 50.66 points or 1.36 percent to end at 3,770.55.</p><p>For the week, the NASDAQ plummeted 5.7 percent, the S&amp;P tumbled 3.4 percent and the Dow dropped 1.4 percent.</p><p>The volatility followed the release of the Labor Department&#39;s closely watched monthly employment report for October.</p><p>The report showed non-farm payroll employment jumped by 261,000 jobs in October after surging by an upwardly revised 315,000 jobs in September.</p><p>The report generated a mixed reaction among traders, creating uncertainty about the outlook for future interest rate hikes.</p><p>Crude oil prices climbed higher Friday amid easing concerns about the outlook for energy demand. A weak dollar and fears of a ban by the European Union on Russian oil also supported crude oil prices. West Texas Intermediate Crude oil futures for December ended higher by $4.44 or 5 percent at $92.61 a barrel.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stock Market Tipped To Open In The Green</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stock Market Tipped To Open In The Green\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3323610/singapore-stock-market-tipped-to-open-in-the-green.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market rebounded on Friday, one day after ending the seven-day winning streak in which it had surged more than 170 points or 5.7 percent. The Straits Times Index now rests just ...</p>\n\n<a href=\"https://www.rttnews.com/3323610/singapore-stock-market-tipped-to-open-in-the-green.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3323610/singapore-stock-market-tipped-to-open-in-the-green.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163057400","content_text":"The Singapore stock market rebounded on Friday, one day after ending the seven-day winning streak in which it had surged more than 170 points or 5.7 percent. The Straits Times Index now rests just above the 3,130-point plateau and it's likely to open higher again on Monday.The global forecast for the Asian markets is upbeat following stronger than expected employment data from the United States. The European and U.S. markets were solidly higher and the Asian bourses are tipped to follow suit.The STI finished modestly higher on Friday following gains from the financials, properties and industrials.For the day, the index advanced 27.60 points or 0.89 percent to finish at 3,130.11 after trading between 3,098.72 and 3,134.30. Volume was 1.65 billion shares worth 1.26 billion Singapore dollars. There were 347 gainers and 218 decliners.Among the actives, CapitaLand Integrated Commercial Trust gained 0.54 percent, while CapitaLand Investment skyrocketed 5.59 percent, City Developments rallied 1.43 percent, DBS Group and Yangzijiang Shipbuilding both increased 0.79 percent, Emperador climbed 1.05 percent, Genting Singapore added 0.62 percent, Hongkong Land spiked 2.21 percent, Keppel Corp strengthened 1.14 percent, Mapletree Pan Asia Commercial Trust lost 0.64 percent, Mapletree Industrial Trust improved 0.93 percent, Oversea-Chinese Banking Corporation collected 0.75 percent, SATS sank 0.74 percent, SembCorp Industries surged 3.70 percent, Singapore Technologies Engineering fell 0.30 percent, SingTel rose 0.40 percent, Thai Beverage accelerated 1.75 percent, United Overseas Bank jumped 1.36 percent, Wilmar International advanced 1.02 percent, Yangzijiang Financial and DFI Retail both soared 3.08 percent and Ascendas REIT, Comfort DelGro and Mapletree Logistics Trust were unchanged.The lead from Wall Street is upbeat as the major averages opened sharply higher on Friday, faded midday but bounced higher again late in the session.The Dow surged 402.02 points or 1.26 percent to finish at 32,403.22, while the NASDAQ jumped 132.35 points or 1.28 percent to close at 10,475.25 and the S&P 500 climbed 50.66 points or 1.36 percent to end at 3,770.55.For the week, the NASDAQ plummeted 5.7 percent, the S&P tumbled 3.4 percent and the Dow dropped 1.4 percent.The volatility followed the release of the Labor Department's closely watched monthly employment report for October.The report showed non-farm payroll employment jumped by 261,000 jobs in October after surging by an upwardly revised 315,000 jobs in September.The report generated a mixed reaction among traders, creating uncertainty about the outlook for future interest rate hikes.Crude oil prices climbed higher Friday amid easing concerns about the outlook for energy demand. A weak dollar and fears of a ban by the European Union on Russian oil also supported crude oil prices. West Texas Intermediate Crude oil futures for December ended higher by $4.44 or 5 percent at $92.61 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988627178,"gmtCreate":1666745915595,"gmtModify":1676537799129,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988627178","repostId":"1199304887","repostType":2,"repost":{"id":"1199304887","pubTimestamp":1666739677,"share":"https://ttm.financial/m/news/1199304887?lang=&edition=fundamental","pubTime":"2022-10-26 07:14","market":"us","language":"en","title":"Alphabet Dips 6% As Q3 Revenues, Profits Miss Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304887","media":"eeking Alpha","summary":"Alphabet stock is falling after its third-quarter results missed expectations on top and bottom line","content":"<html><head></head><body><p>Alphabet stock is falling after its third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.</p><p>Revenues grew 6% to $69.09B, short of an expected $70.7B (or 8.5% year-over-year growth). That revenue would have grown 11% in constant currency, Chief Financial Officer Ruth Porat noted.</p><p>Operating income and margins fell as well, to $17.14B from $21.03B, and to 25% from 32% respectively.</p><p>And net income fell to $13.9B from a year-ago $18.94B.</p><p>The results &#34;reflect healthy fundamental growth in Search and momentum in Cloud&#34; while showing the FX impact, Porat said. &#34;We&#39;re working to realign resources to fuel our highest growth priorities.&#34; Once again, though, YouTube presented a challenge to results.</p><p>Revenues by segment: Google Search and other, $39.54B (up 4.3%); YouTube ads, $7.07B (down 1.9%); Google Network, $7.87B (down 1.6%); Google other, $6.9B (up 2.1%); Google Cloud, $6.9B (up 37.6%); Other Bets, $209M (up 14.8%). The company also logged $638M in hedging gains vs. a year-ago $62M.</p><p>Traffic acquisition costs rose slightly, to $11.83B from $11.5B.</p><p>And headcount jumped to 186,779 employees from a year-ago 150,028.</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>Alphabet Dips 6% As Q3 Revenues, Profits Miss Forecast</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\">\nAlphabet Dips 6% As Q3 Revenues, Profits Miss Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3895079-alphabet-dips-5-as-q3-revenues-profits-miss-forecast><strong>eeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet stock is falling after its third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.Revenues grew 6% to $69.09B...</p>\n\n<a href=\"https://seekingalpha.com/news/3895079-alphabet-dips-5-as-q3-revenues-profits-miss-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/news/3895079-alphabet-dips-5-as-q3-revenues-profits-miss-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304887","content_text":"Alphabet stock is falling after its third-quarter results missed expectations on top and bottom lines as the company joined other techs in experiencing a currency challenge.Revenues grew 6% to $69.09B, short of an expected $70.7B (or 8.5% year-over-year growth). That revenue would have grown 11% in constant currency, Chief Financial Officer Ruth Porat noted.Operating income and margins fell as well, to $17.14B from $21.03B, and to 25% from 32% respectively.And net income fell to $13.9B from a year-ago $18.94B.The results \"reflect healthy fundamental growth in Search and momentum in Cloud\" while showing the FX impact, Porat said. \"We're working to realign resources to fuel our highest growth priorities.\" Once again, though, YouTube presented a challenge to results.Revenues by segment: Google Search and other, $39.54B (up 4.3%); YouTube ads, $7.07B (down 1.9%); Google Network, $7.87B (down 1.6%); Google other, $6.9B (up 2.1%); Google Cloud, $6.9B (up 37.6%); Other Bets, $209M (up 14.8%). The company also logged $638M in hedging gains vs. a year-ago $62M.Traffic acquisition costs rose slightly, to $11.83B from $11.5B.And headcount jumped to 186,779 employees from a year-ago 150,028.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983982671,"gmtCreate":1666138347693,"gmtModify":1676537711129,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983982671","repostId":"1166946802","repostType":4,"repost":{"id":"1166946802","pubTimestamp":1666137848,"share":"https://ttm.financial/m/news/1166946802?lang=&edition=fundamental","pubTime":"2022-10-19 08:04","market":"sg","language":"en","title":"Singapore Bourse May Add To Tuesday's Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1166946802","media":"RTTNews","summary":"The Singapore stock market on Tuesday halted the eight-day losing streak in which it had tumbled mor","content":"<html><head></head><body><p>The Singapore stock market on Tuesday halted the eight-day losing streak in which it had tumbled more than 135 points or 4.4 percent to a 19-month closing low. The Straits Times Index now rests just above the 3,025-point plateau and it&#39;s due for additional support on Wednesday.</p><p>The global forecast for the Asian markets is upbeat on bargain hunting and renewed optimism over earnings. The European and U.S. markets were firmly higher and the Asian bourses are expected to open in similar fashion.</p><p>The STI finished modestly higher on Tuesday following gains from the financial shares and the property stocks.</p><p>For the day, the index improved 10.13 points or 0.34 percent to finish at 3,025.88 after trading between 3,007.94 and 3,039.06. Volume was 1.6 billion shares worth 979.6 million Singapore dollars. There were 328 gainers and 216 decliners.</p><p>Among the actives, Ascendas REIT climbed 0.76 percent, while CapitaLand Integrated Commercial Trust advanced 0.55 percent, CapitaLand Investment rallied 0.93 percent, City Developments gained 0.27 percent, DBS Group rose 0.25 percent, Genting Singapore accelerated 1.29 percent, Hongkong Land perked 0.23 percent, Keppel Corp lost 0.60 percent, Mapletree Pan Asia Commercial Trust sank 0.61 percent, Mapletree Industrial Trust slumped 1.32 percent, Mapletree Logistics Trust soared 2.03 percent, Oversea-Chinese Banking Corporation jumped 0.96 percent, SembCorp Industries tumbled 2.08 percent, Singapore Technologies Engineering dropped 0.94 percent, SingTel strengthened 0.81 percent, Thai Beverage retreated 1.71 percent, United Overseas Bank collected 0.65 percent, Wilmar International added 0.28 percent, Yangzijiang Financial surged 2.90 percent, Yangzijiang Shipbuilding spiked 1.75 percent and Emperador, Comfort DelGro and SATS were unchanged.</p><p>The lead from Wall Street is positive as the major averages opened higher on Tuesday, faded midday but bounced higher again heading into the close.</p><p>The Dow surged 337.98 points or 1.12 percent to finish at 30,525.80, while the NASDAQ advanced 96.60 points or 0.90 percent to end at 10,772.40 and the S&amp;P 500 climbed 42.03 points or 1.14 percent to close at 3,719.98.</p><p>The initial strength on Wall Street reflected a positive reaction to upbeat earnings news from companies like Goldman Sachs (GS) and Johnson &amp; Johnson (JNJ), which helped ease concerns about the strength of the earnings season.</p><p>In economic news, the Federal Reserve released a report showing industrial production increased by more than expected in September.</p><p>Crude oil prices fell sharply on Tuesday after a volatile session amid uncertainty about the outlook for energy demand. West Texas Intermediate Crude oil futures for November slumped $2.64 or 3.1 percent at $82.82 a barrel.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Bourse May Add To Tuesday's Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Bourse May Add To Tuesday's Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3317976/singapore-bourse-may-add-to-tuesday-s-gains.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Tuesday halted the eight-day losing streak in which it had tumbled more than 135 points or 4.4 percent to a 19-month closing low. The Straits Times Index now rests just ...</p>\n\n<a href=\"https://www.rttnews.com/3317976/singapore-bourse-may-add-to-tuesday-s-gains.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3317976/singapore-bourse-may-add-to-tuesday-s-gains.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166946802","content_text":"The Singapore stock market on Tuesday halted the eight-day losing streak in which it had tumbled more than 135 points or 4.4 percent to a 19-month closing low. The Straits Times Index now rests just above the 3,025-point plateau and it's due for additional support on Wednesday.The global forecast for the Asian markets is upbeat on bargain hunting and renewed optimism over earnings. The European and U.S. markets were firmly higher and the Asian bourses are expected to open in similar fashion.The STI finished modestly higher on Tuesday following gains from the financial shares and the property stocks.For the day, the index improved 10.13 points or 0.34 percent to finish at 3,025.88 after trading between 3,007.94 and 3,039.06. Volume was 1.6 billion shares worth 979.6 million Singapore dollars. There were 328 gainers and 216 decliners.Among the actives, Ascendas REIT climbed 0.76 percent, while CapitaLand Integrated Commercial Trust advanced 0.55 percent, CapitaLand Investment rallied 0.93 percent, City Developments gained 0.27 percent, DBS Group rose 0.25 percent, Genting Singapore accelerated 1.29 percent, Hongkong Land perked 0.23 percent, Keppel Corp lost 0.60 percent, Mapletree Pan Asia Commercial Trust sank 0.61 percent, Mapletree Industrial Trust slumped 1.32 percent, Mapletree Logistics Trust soared 2.03 percent, Oversea-Chinese Banking Corporation jumped 0.96 percent, SembCorp Industries tumbled 2.08 percent, Singapore Technologies Engineering dropped 0.94 percent, SingTel strengthened 0.81 percent, Thai Beverage retreated 1.71 percent, United Overseas Bank collected 0.65 percent, Wilmar International added 0.28 percent, Yangzijiang Financial surged 2.90 percent, Yangzijiang Shipbuilding spiked 1.75 percent and Emperador, Comfort DelGro and SATS were unchanged.The lead from Wall Street is positive as the major averages opened higher on Tuesday, faded midday but bounced higher again heading into the close.The Dow surged 337.98 points or 1.12 percent to finish at 30,525.80, while the NASDAQ advanced 96.60 points or 0.90 percent to end at 10,772.40 and the S&P 500 climbed 42.03 points or 1.14 percent to close at 3,719.98.The initial strength on Wall Street reflected a positive reaction to upbeat earnings news from companies like Goldman Sachs (GS) and Johnson & Johnson (JNJ), which helped ease concerns about the strength of the earnings season.In economic news, the Federal Reserve released a report showing industrial production increased by more than expected in September.Crude oil prices fell sharply on Tuesday after a volatile session amid uncertainty about the outlook for energy demand. West Texas Intermediate Crude oil futures for November slumped $2.64 or 3.1 percent at $82.82 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980439316,"gmtCreate":1665794017336,"gmtModify":1676537664846,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980439316","repostId":"1172315295","repostType":2,"repost":{"id":"1172315295","pubTimestamp":1665791993,"share":"https://ttm.financial/m/news/1172315295?lang=&edition=fundamental","pubTime":"2022-10-15 07:59","market":"us","language":"en","title":"SNOW vs. PLTR: A Contrarian View of These Software Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172315295","media":"TipRanks","summary":"Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences betwe","content":"<div>\n<p>Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences between them is critical when trying to attach valuations. One of these software stocks is a defense play...</p>\n\n<a href=\"https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>SNOW vs. PLTR: A Contrarian View of These Software Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSNOW vs. PLTR: A Contrarian View of These Software Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences between them is critical when trying to attach valuations. One of these software stocks is a defense play...</p>\n\n<a href=\"https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks\">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.","SNOW":"Snowflake"},"source_url":"https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172315295","content_text":"Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences between them is critical when trying to attach valuations. One of these software stocks is a defense play, while the other is more of a plain vanilla cloud company. Additionally, the market despises one and embraces the other, but the consensus could be wrong.Software stocks have taken a dive like the rest of the technology industry, but that could offer buying opportunities if you know where to look. In this piece, we used TipRanks’ Comparison Tool to evaluate two software stocks. Although Snowflake (NYSE: SNOW) and Palantir Technologies (NYSE: PLTR) are both software companies, they are quite different, addressing different markets and utilizing different kinds of proprietary technology. Those differences may call for a contrarian view.Variety is the Spice of the Software SectorSoftware has had a challenging year like the rest of the tech sector, but one benefit of software stocks is that they come in a wide variety. For example, while Snowflake and Palantir are both in the data and analytics space, they utilize two different business models. Snowflake takes a traditional cloud-based approach to data warehousing, while Palantir uses its own private operating system models.These different approaches to data analysis enable Snowflake and Palantir to address different parts of the industry. Palantir doesn’t actually store data but instead enables companies to manage and analyze their own on-premises and cloud data. Its use of private operating system models offers greater customizability, and its defense specialization makes it unique among software firms.On the other hand, Snowflake’s more traditional approach allows companies to not only analyze their data but store it as well. The differences between these companies are critical when it comes to valuation.Snowflake (SNOW)In many ways, it seems like Snowflake can do no wrong where investors are concerned. Although the stock is down 55% year-to-date, it remains a darling of the software sector despite having been one of the sector’s most expensive stocks in 2020 and 2021. As a result, a Hold mindset may be appropriate due to its valuation, crowding, and other factors.Snowflake isn’t profitable yet, and it doesn’t look like it will be profitable anytime soon. It trades at a price/sales multiple of around 30x, higher than its competitor Zscaler (NASDAQ: ZS). Additionally, Snowflake is extremely crowded right now, with 59% institutional ownership. While this crowding can be a positive thing when things are good, it can turn terrible at a moment’s notice, leaving institutions competing to dump their shares.One issue with Snowflake’s business model is that it’s not subscription-based like other cloud-based models are. Customers pay for the amount of storage they use rather than a flat monthly rate, which could be a problem if or when enterprises start looking for places to cut back as their earnings tumble in a recession.This consumption-based business model also means Snowflake could be more expensive for some enterprises than they expected when signing up. For that reason, price transparency and predictability are lacking at a critical time in the business cycle.On the other hand, one thing Snowflake has going for it is that its product is cloud-agnostic, meaning it can work with multiple clouds from multiple providers. Additionally, the SaaS firm is growing rapidly, with its product revenue surging 83% year-over-year to $466.3 million in the second quarter of Fiscal 2023.Total revenue also rose 83% to $497.25 million. However, Snowflake lost $222.8 million in the July 2022 quarter, an increase from the $189.7 million it lost in the July 2021 quarter.At the end of the day, the company may have a bright future, and many investors are certainly betting on that. However, in the current environment, it looks fairly valued or perhaps slightly overvalued due to its lack of profitability or visible path to profitability. Further, the significant decline in deferred revenues in the most recently completed quarter is cause for concern.What is the Price Target for SNOW stock?Snowflake has a Moderate Buy consensus rating based on 24 Buy ratings, seven Hold ratings, and one Sell rating over the last three months. At $211.25, the average price target for Snowflake implies upside potential of 38.6%.Palantir Technologies (PLTR)The general view of Palantir Technologies is the complete opposite of Snowflake’s. After careful analysis of many factors, it’s difficult to understand why the market hates this stock so much. Thus, a long-term bullish view appears appropriate due to its government contracts and low P/S ratio of about 9x.One important thing to point out about Palantir is its exposure to the defense industry through its data analytics software that’s specialized for defense and intelligence gathering. Of course, the sector hasn’t done particularly well this year, declining about 20% year-to-date based on the S&P Aerospace & Defense Select Industry Index.However, the geopolitical uncertainty that includes the war in Ukraine and more calls for a more constructive view of the industry. Thus, it’s unclear why Palantir’s stock isn’t seeing support like fellow defense contractors Raytheon (NYSE: RTX), which is down only 4% year-to-date, and Northrop Grumman (NYSE: NOC), which is up 20%.One of Palantir’s big contract wins this year was a $229 million one-year contract with the Defense Department. In fact, that contract is an expansion of one that originally was just for the U.S. Army Research Laboratory because it now covers all branches of the military. The company will provide artificial intelligence and machine learning capabilities to all branches of the U.S. military.Google (NASDAQ: GOOG) (NASDAQ: GOOGL) actually abandoned that contract due to a widespread protest about its technology being used for surveillance. This could be one reason the market hates Palantir Technologies so much, but from a financial standpoint, there is much to like.Palantir also announced that it had renewed a contract with the Department of Homeland Security. It also works with Immigrations and Customs Enforcement — another contract that has been controversial.Unfortunately, it has a string of earnings misses and even slashed its revenue outlook in its most recent earnings report. However, that reduction was explained by the unclear timing of the company’s government contracts, which have since been renewed and expanded.While Palantir isn’t profitable yet, its management said during an earnings call earlier this year that they expect to be profitable by 2025. In the meantime, the company has a healthy balance sheet with ~$2.4 billion in cash and equivalents versus $933.5 million in liabilities.What is the Price Target for PLTR stock?Palantir Technologies has a Hold consensus rating based on two Buys, two Holds, and four Sells assigned over the last three months. At $10.50, the average price target for Palantir Technologies implies upside potential of 30.11%.Conclusion: Hold on to Snowflake; Consider Buying PalantirAs things stand right now, the market is in love with Snowflake, at least as much as it can be while selling it off, and it views Palantir as an anathema. However, a review of the data suggests a contrarian view may be in order.Ultimately, Snowflake looks fairly valued or potentially a bit overvalued. In contrast, Palantir looks undervalued, which appears temporary, although it may take a few years for this to play out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980603323,"gmtCreate":1665709917862,"gmtModify":1676537652603,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980603323","repostId":"1142843627","repostType":2,"repost":{"id":"1142843627","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":1665709097,"share":"https://ttm.financial/m/news/1142843627?lang=&edition=fundamental","pubTime":"2022-10-14 08:58","market":"sg","language":"en","title":"Singapore Stocks to Watch: Singtel, SIA, Stamford Land","url":"https://stock-news.laohu8.com/highlight/detail?id=1142843627","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Oct 14):</p><p><b>Singtel (Z74):</b> The Singtel-owned telco on Friday (Oct 14) said that customers whose passport numbers were exposed in its recent cyberattack would not need to replace their passports.</p><p>The statement comes following discussions with the Australian government, which previously confirmed that Optus would pay for the replacements after demands from the federal government.</p><p><b>SIA (C6L):</b> Flag carrier Singapore Airlines (SIA) said that it is currently in confidential discussions with Tata Group to explore a potential transaction relating to securities of Vistara and Air India, a subsidiary of Tata.</p><p>“The discussions seek to deepen the existing partnership between SIA and Tata, and may include a potential integration of Vistara and Air India,” the company said in a bourse filing on Thursday (Oct 13).</p><p>SIA currently holds a 49 per cent equity interest in Tata SIA Airlines which operates Vistara, an Indian full-service airline based in New Delhi. Tata holds the remaining 51 per cent stake.</p><p><b>Stamford Land (H07):</b> Stamford Land Corporation : H07 0%expects to record a net loss for the six months ended Sep 30, 2022.</p><p>In a bourse filing on Thursday (Oct 13), the mainboard-listed company says the net loss is mainly attributed to foreign exchange losses and fair value loss on its investment property in London.</p><p>The profit guidance is based on a preliminary assessment of unaudited consolidated management accounts of the group for the first half of its FY2023, which has not been reviewed by the audit and risk management committee of the company.</p><p>Still, Stamford Land said that the group expects to record a gain on the previously-announced disposal of two properties in Sydney and Auckland in its unaudited consolidated management accounts in the six months ended Mar 31, 2023.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Singtel, SIA, Stamford Land</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Singtel, SIA, Stamford Land\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\">2022-10-14 08:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Oct 14):</p><p><b>Singtel (Z74):</b> The Singtel-owned telco on Friday (Oct 14) said that customers whose passport numbers were exposed in its recent cyberattack would not need to replace their passports.</p><p>The statement comes following discussions with the Australian government, which previously confirmed that Optus would pay for the replacements after demands from the federal government.</p><p><b>SIA (C6L):</b> Flag carrier Singapore Airlines (SIA) said that it is currently in confidential discussions with Tata Group to explore a potential transaction relating to securities of Vistara and Air India, a subsidiary of Tata.</p><p>“The discussions seek to deepen the existing partnership between SIA and Tata, and may include a potential integration of Vistara and Air India,” the company said in a bourse filing on Thursday (Oct 13).</p><p>SIA currently holds a 49 per cent equity interest in Tata SIA Airlines which operates Vistara, an Indian full-service airline based in New Delhi. Tata holds the remaining 51 per cent stake.</p><p><b>Stamford Land (H07):</b> Stamford Land Corporation : H07 0%expects to record a net loss for the six months ended Sep 30, 2022.</p><p>In a bourse filing on Thursday (Oct 13), the mainboard-listed company says the net loss is mainly attributed to foreign exchange losses and fair value loss on its investment property in London.</p><p>The profit guidance is based on a preliminary assessment of unaudited consolidated management accounts of the group for the first half of its FY2023, which has not been reviewed by the audit and risk management committee of the company.</p><p>Still, Stamford Land said that the group expects to record a gain on the previously-announced disposal of two properties in Sydney and Auckland in its unaudited consolidated management accounts in the six months ended Mar 31, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H07.SI":"史丹福置地","C6L.SI":"新加坡航空公司","Z74.SI":"新电信"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142843627","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Oct 14):Singtel (Z74): The Singtel-owned telco on Friday (Oct 14) said that customers whose passport numbers were exposed in its recent cyberattack would not need to replace their passports.The statement comes following discussions with the Australian government, which previously confirmed that Optus would pay for the replacements after demands from the federal government.SIA (C6L): Flag carrier Singapore Airlines (SIA) said that it is currently in confidential discussions with Tata Group to explore a potential transaction relating to securities of Vistara and Air India, a subsidiary of Tata.“The discussions seek to deepen the existing partnership between SIA and Tata, and may include a potential integration of Vistara and Air India,” the company said in a bourse filing on Thursday (Oct 13).SIA currently holds a 49 per cent equity interest in Tata SIA Airlines which operates Vistara, an Indian full-service airline based in New Delhi. Tata holds the remaining 51 per cent stake.Stamford Land (H07): Stamford Land Corporation : H07 0%expects to record a net loss for the six months ended Sep 30, 2022.In a bourse filing on Thursday (Oct 13), the mainboard-listed company says the net loss is mainly attributed to foreign exchange losses and fair value loss on its investment property in London.The profit guidance is based on a preliminary assessment of unaudited consolidated management accounts of the group for the first half of its FY2023, which has not been reviewed by the audit and risk management committee of the company.Still, Stamford Land said that the group expects to record a gain on the previously-announced disposal of two properties in Sydney and Auckland in its unaudited consolidated management accounts in the six months ended Mar 31, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917504245,"gmtCreate":1665536334487,"gmtModify":1676537622555,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9917504245","repostId":"2274573244","repostType":4,"repost":{"id":"2274573244","pubTimestamp":1665525713,"share":"https://ttm.financial/m/news/2274573244?lang=&edition=fundamental","pubTime":"2022-10-12 06:01","market":"us","language":"en","title":"3 Stocks That Are Fantastic Deals Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2274573244","media":"Motley Fool","summary":"Bear markets are the time to position yourself to make profits in the next five to 10 years.","content":"<html><head></head><body><p>Like most investors, you&#39;re probably exhausted by the big drops and the volatility that comes from 10 months of market woes. I know I am. Scanning the headlines, it&#39;s tough to find a guiding message you know to be more than just speculation. But I know three immutable facts about bear markets:</p><ol><li>They are hard on investors.</li><li>They do eventually end.</li><li>Long-term investors can benefit from them tremendously.</li></ol><p>Not convinced of that last one? Let&#39;s talk data. According to investment firm Compound Capital Advisors, the average five-year return after the worst nine-month periods for stocks is 118%. Disciplined investors who continue to buy excellent companies, or just buy the whole market, will more than double their money in five years after a bear market on average. The 10-year returns are higher still.</p><p>But wait! Shouldn&#39;t we at least try to time the market? Get in at the very bottom? Not according to the data. <b>JPMorgan Chase</b>&#39;s wealth management firm points out that missing out on just the best 10 trading <i>days</i> in the last 20 years cut investors&#39; annualized returns by nearly half. And the 10 best days tend to occur less than a month after the worst days. This makes the odds of consistently correctly timing the market incredibly tiny. Famed investor Warren Buffett can&#39;t do it -- and he doesn&#39;t try.</p><p>The good news is that we don&#39;t have to time the market bottom. Building a healthy long-term portfolio in a bear market is much easier than in a raging bull market. Many stocks are on sale and likely to outperform for years once the bear goes back into hibernation. It just requires that you know where to look.</p><p>Let&#39;s take a look at three such candidates.</p><h2>1. Alphabet stock is on the clearance rack</h2><p><b>Alphabet</b> can be had today for its lowest price-to-earnings (P/E) ratio in 10 years (as shown below). This includes the March 2020 crash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50709b5414587527db64c281b934228a\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>GOOG PE Ratio data by YCharts</span></p><p>Yet the business is healthy. Sales reached $138 billion through the first half of this year on 17.5% year-over-year growth while operating income increased by 10% to $39.5 billion. Operating income hasn&#39;t increased as much as investors might like. However, the reason might surprise you.</p><p>Research and development (R&amp;D) costs have grown $3.8 billion, or 25%, so far this year. R&amp;D has the potential to pay massive dividends down the line, which may make it an excellent investment now.</p><p>Conventional wisdom says advertisers scale back budgets during a recession, hurting Alphabet&#39;s core Google advertising business. However, when advertisers are competing in a tough market with limited budgets, they will look to get the most bang for their buck. Google Search is practically a necessity for businesses, and YouTube ads are tough to beat.</p><p>Plus, Google Cloud is expanding. Revenue exceeded $12 billion in the first half of 2022, growing 39% year over year. This segment faces tough competition in <b>Amazon</b>&#39;s Amazon Web Services (AWS) and <b>Microsoft</b>&#39;s Azure, but the cloud market is vast and growing. Investors are looking for this segment to begin showing profits soon.</p><p>The advertising market could get tighter, but Alphabet has the clout to survive now and thrive once the market turns bullish again.</p><h2>2. Buy AWS and get Amazon for free?</h2><p>Amazon Web Services is Amazon&#39;s cash cow. The segment has a rare combination of tremendous growth and impressive profitability. Sales are up 35% through two quarters this year, putting the segment on pace for $84 billion in revenue for 2022 and likely well over $100 billion in sales next year. The segment has an operating margin of 35% this year.</p><p>It&#39;s tough to find an exact comparison to this unicorn segment, although I have tried. Microsoft is a profitable software-as-a-service (SaaS) company with a price-to-sales valuation of 9, so let&#39;s start there. Using this P/S ratio as a guide, AWS could be valued near $1 trillion based on next year&#39;s estimated sales. Since Amazon&#39;s total market cap is just $1.17 trillion, the rest of its business sure looks undervalued.</p><p>So perhaps we aren&#39;t getting the rest for free, but definitely on clearance -- and just in time for the holidays.</p><p>Here is what comes with &#34;the rest&#34;:</p><ul><li>More than 150 million Amazon Prime members in the U.S. and 200 million worldwide.</li><li>38% share of the U.S. e-commerce market.</li><li>A burgeoning digital advertising business that generated $7.9 billion in sales last quarter.</li></ul><p>Amazon&#39;s retail business has suffered from the aftershocks of the pandemic. Logistical headaches, labor costs, and inflation have eaten retail profits, which could continue. Couple this with a looming potential recession, and we can see why the stock is on sale. Long-term investors should keep Amazon stock on their shortlist.</p><h2>3. CrowdStrike&#39;s so confident it&#39;s gone on a hiring spree</h2><p>Many tech companies are talking about (or even instituting) layoffs given the economic climate. But not <b>CrowdStrike</b>. In fact, CrowdStrike is hiring in record numbers.</p><p>&#34;We are also executing our 2023 hiring plan and are pleased to report that we added a record number of net new hires for the second consecutive quarter,&#34; CFO Burt Podbere said on CrowdStrike&#39;s recent fiscal 2023 second-quarter conference call. &#34;Bringing on and retaining top talent is a cornerstone to supporting our product road map, future growth, and market share gains in new markets.&#34;</p><p>Companies only hire like this if they are supremely confident in their growth. And growth is CrowdStrike&#39;s forte. The company reached $2.1 billion in annual recurring revenue last quarter, an increase of 59%. CrowdStrike&#39;s subscription customer base also soared 51% to 19,686 in the quarter. This is quite a leap from the 1,242 customers the company had in 2018.</p><p>The growth comes when cybersecurity is top of mind for governments and businesses. Breaches and cybercrime cost billions of dollars, and nations use cyberattacks as warfare tactics. CrowdStrike&#39;s modular artificial intelligence-powered approach to stopping breaches is in demand. This means it can thrive even when the economy struggles. Cyberthreats don&#39;t take time off, even for recessions.</p><p>CrowdStrike stock is more than 40% down from its 52-week high and sits at its lowest P/S ratio ever (excluding the March 2020 crash). The company is firing on all cylinders and looks like an attractive buy for long-term investors with a medium level of risk tolerance.</p><p>Building wealth takes time, discipline, patience, and the ability to see past current headlines to capitalize on terrific values. The stocks above are excellent places to begin.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Are Fantastic Deals Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Are Fantastic Deals Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 06:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/3-stocks-that-are-fantastic-deals-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Like most investors, you're probably exhausted by the big drops and the volatility that comes from 10 months of market woes. I know I am. Scanning the headlines, it's tough to find a guiding message ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/3-stocks-that-are-fantastic-deals-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","CRWD":"CrowdStrike Holdings, Inc.","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/10/11/3-stocks-that-are-fantastic-deals-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274573244","content_text":"Like most investors, you're probably exhausted by the big drops and the volatility that comes from 10 months of market woes. I know I am. Scanning the headlines, it's tough to find a guiding message you know to be more than just speculation. But I know three immutable facts about bear markets:They are hard on investors.They do eventually end.Long-term investors can benefit from them tremendously.Not convinced of that last one? Let's talk data. According to investment firm Compound Capital Advisors, the average five-year return after the worst nine-month periods for stocks is 118%. Disciplined investors who continue to buy excellent companies, or just buy the whole market, will more than double their money in five years after a bear market on average. The 10-year returns are higher still.But wait! Shouldn't we at least try to time the market? Get in at the very bottom? Not according to the data. JPMorgan Chase's wealth management firm points out that missing out on just the best 10 trading days in the last 20 years cut investors' annualized returns by nearly half. And the 10 best days tend to occur less than a month after the worst days. This makes the odds of consistently correctly timing the market incredibly tiny. Famed investor Warren Buffett can't do it -- and he doesn't try.The good news is that we don't have to time the market bottom. Building a healthy long-term portfolio in a bear market is much easier than in a raging bull market. Many stocks are on sale and likely to outperform for years once the bear goes back into hibernation. It just requires that you know where to look.Let's take a look at three such candidates.1. Alphabet stock is on the clearance rackAlphabet can be had today for its lowest price-to-earnings (P/E) ratio in 10 years (as shown below). This includes the March 2020 crash.GOOG PE Ratio data by YChartsYet the business is healthy. Sales reached $138 billion through the first half of this year on 17.5% year-over-year growth while operating income increased by 10% to $39.5 billion. Operating income hasn't increased as much as investors might like. However, the reason might surprise you.Research and development (R&D) costs have grown $3.8 billion, or 25%, so far this year. R&D has the potential to pay massive dividends down the line, which may make it an excellent investment now.Conventional wisdom says advertisers scale back budgets during a recession, hurting Alphabet's core Google advertising business. However, when advertisers are competing in a tough market with limited budgets, they will look to get the most bang for their buck. Google Search is practically a necessity for businesses, and YouTube ads are tough to beat.Plus, Google Cloud is expanding. Revenue exceeded $12 billion in the first half of 2022, growing 39% year over year. This segment faces tough competition in Amazon's Amazon Web Services (AWS) and Microsoft's Azure, but the cloud market is vast and growing. Investors are looking for this segment to begin showing profits soon.The advertising market could get tighter, but Alphabet has the clout to survive now and thrive once the market turns bullish again.2. Buy AWS and get Amazon for free?Amazon Web Services is Amazon's cash cow. The segment has a rare combination of tremendous growth and impressive profitability. Sales are up 35% through two quarters this year, putting the segment on pace for $84 billion in revenue for 2022 and likely well over $100 billion in sales next year. The segment has an operating margin of 35% this year.It's tough to find an exact comparison to this unicorn segment, although I have tried. Microsoft is a profitable software-as-a-service (SaaS) company with a price-to-sales valuation of 9, so let's start there. Using this P/S ratio as a guide, AWS could be valued near $1 trillion based on next year's estimated sales. Since Amazon's total market cap is just $1.17 trillion, the rest of its business sure looks undervalued.So perhaps we aren't getting the rest for free, but definitely on clearance -- and just in time for the holidays.Here is what comes with \"the rest\":More than 150 million Amazon Prime members in the U.S. and 200 million worldwide.38% share of the U.S. e-commerce market.A burgeoning digital advertising business that generated $7.9 billion in sales last quarter.Amazon's retail business has suffered from the aftershocks of the pandemic. Logistical headaches, labor costs, and inflation have eaten retail profits, which could continue. Couple this with a looming potential recession, and we can see why the stock is on sale. Long-term investors should keep Amazon stock on their shortlist.3. CrowdStrike's so confident it's gone on a hiring spreeMany tech companies are talking about (or even instituting) layoffs given the economic climate. But not CrowdStrike. In fact, CrowdStrike is hiring in record numbers.\"We are also executing our 2023 hiring plan and are pleased to report that we added a record number of net new hires for the second consecutive quarter,\" CFO Burt Podbere said on CrowdStrike's recent fiscal 2023 second-quarter conference call. \"Bringing on and retaining top talent is a cornerstone to supporting our product road map, future growth, and market share gains in new markets.\"Companies only hire like this if they are supremely confident in their growth. And growth is CrowdStrike's forte. The company reached $2.1 billion in annual recurring revenue last quarter, an increase of 59%. CrowdStrike's subscription customer base also soared 51% to 19,686 in the quarter. This is quite a leap from the 1,242 customers the company had in 2018.The growth comes when cybersecurity is top of mind for governments and businesses. Breaches and cybercrime cost billions of dollars, and nations use cyberattacks as warfare tactics. CrowdStrike's modular artificial intelligence-powered approach to stopping breaches is in demand. This means it can thrive even when the economy struggles. Cyberthreats don't take time off, even for recessions.CrowdStrike stock is more than 40% down from its 52-week high and sits at its lowest P/S ratio ever (excluding the March 2020 crash). The company is firing on all cylinders and looks like an attractive buy for long-term investors with a medium level of risk tolerance.Building wealth takes time, discipline, patience, and the ability to see past current headlines to capitalize on terrific values. The stocks above are excellent places to begin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914442862,"gmtCreate":1665361022256,"gmtModify":1676537591088,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914442862","repostId":"2274731302","repostType":2,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915447375,"gmtCreate":1665103140697,"gmtModify":1676537557243,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915447375","repostId":"1174601478","repostType":4,"repost":{"id":"1174601478","pubTimestamp":1665067351,"share":"https://ttm.financial/m/news/1174601478?lang=&edition=fundamental","pubTime":"2022-10-06 22:42","market":"us","language":"en","title":"Google Unveils New Phones and Watch That Undercut Apple on Price","url":"https://stock-news.laohu8.com/highlight/detail?id=1174601478","media":"Bloomberg","summary":"Company’s mobile market share remains sliver of Apple, SamsungPixel 7 and Pixel 7 Pro focus on camer","content":"<html><head></head><body><ul><li>Company’s mobile market share remains sliver of Apple, Samsung</li><li>Pixel 7 and Pixel 7 Pro focus on camera, speech improvements</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43e2d24f350cb8c8243c04badeeccb84\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Google Pixel 7 Pro Source: Alphabet Inc.</span></p><p>Alphabet Inc.’s Google on Thursday said its new Pixel phones will deliver improved voice and camera features while bringing back facial recognition for unlocking the device as it seeks to better compete with Apple Inc. and Samsung Electronics Co.</p><p>The company’s Pixel 7 and 7 Pro devices offer more affordable prices than the dominant duo of the mobile market, coming in at $599 and $899, respectively, and introduce the second generation of Google’s in-house Tensor chip. The 6.7-inch Pro version has an additional zoom camera, better display and more memory than the 6.3-inch Pixel 7.</p><p>Google’s Pixel phones every year serve as the showcase for the company’s latest Android software and artificial intelligence-based services, such as the Google Assistant. They demonstrate how Google hopes device-making partners will best use its operating system. Google continues developing its own hardware, which has only ever sold in small numbers, in part as insurance against missteps by Samsung, the only credible Apple rival in the US.</p><p>“Google cannot afford to bet its future on Samsung not just for the US market but for the higher-end market across the board,” said Atlanta-based mobile industry analyst Carolina Milanesi. “It also needs a clean experience to show off its AI.”</p><p>Google AI shows up in the upgraded language-processing capabilities of its latest software. The Recorder app for voice memos can now automatically label different speakers in transcriptions, and transcriptions are also being added to audio messages in the new Pixels’ messaging app.</p><p><img src=\"https://static.tigerbbs.com/498aadcf22141e6e8f545792592609c6\" tg-width=\"952\" tg-height=\"555\" width=\"100%\" height=\"auto\"/></p><p>The Pixel lineup had only 2% of the North American market in the second quarter, whereas Apple’s iPhone commanded 52%, according to Canalys data. Still, Google said it’s now the fastest-growing smartphone developer, in comments ahead of its launch event in New York Thursday.</p><p>Also introduced at the event was the $349 Pixel Watch. It’s the first smartwatch from the company to bear the Pixel name and undercuts the latest-generation Apple Watch, which starts at $399. Google will equip its smartwatch with an on-board app store, Google Wallet for mobile payments and Fitbit health sensors and workout services, the company said. There’ll be models with and without cellular connectivity and Google promises up to 24 hours of battery life for the round-faced device. It will be available Oct. 13, alongside the new phones.</p><blockquote>Google could aggressively diversify its supply chain as it has expanded into various categories including wearables, security systems and smart speakers. Hardware makes up about $10 billion, or 4% of Alphabet’s sales, and could grow much faster if the company expands into AR/VR and robots.</blockquote><blockquote>-- Mandeep Singh and Ashley Kim, BI analysts</blockquote><p>Among Google’s other smartphone upgrades this year is a promised 72-hour battery life on low-power mode, up from last year’s 48 hours. The higher-tier Pixel 7 Pro has three rear cameras, including a 50-megapixel wide-angle lens with the ability to take macro shots and a 48-megapixel telephoto lens with 5X optical zoom. It can record 4K video at 60 frames per second. The standard model benefits from the same macro camera but misses out on the zoom; it also has a slower 90Hz screen rather than the 120Hz display of the Pro.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fcd7b51175d27089a56e09ed2fd9b20\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Pixel 7 Pro, center, with Pixel Buds Pro and Pixel Watch.Source: Alphabet Inc.</span></p><p>Both phones see the return of face unlock, matching most of the high-end handsets on the market, after that biometric authentication option was removed from the Pixel line with the fifth-generation model in 2020. Google also matches a feature introduced with much fanfare on the iPhone 13 last year: a Cinematic Blur mode that can synthesize depth of field and background blur in videos.</p><p>Questions about the long-term viability of the Pixel line have circulated for years and may intensify now that all tech companies, Google included, are looking at ways to control costs and streamline operations. Success in the smartphone business requires significant upfront and marketing investment.</p><p>“If Google does not become serious about the hardware business, I’m afraid this product will be another lost opportunity to expand its phone business in critical markets, such as North America and Europe,” IDC’s Francisco Jeronimo said ahead of the launch event.</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>Google Unveils New Phones and Watch That Undercut Apple on Price</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\">\nGoogle Unveils New Phones and Watch That Undercut Apple on Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 22:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-06/google-unveils-new-phones-and-watch-that-undercut-apple-on-price?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company’s mobile market share remains sliver of Apple, SamsungPixel 7 and Pixel 7 Pro focus on camera, speech improvementsGoogle Pixel 7 Pro Source: Alphabet Inc.Alphabet Inc.’s Google on Thursday ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-06/google-unveils-new-phones-and-watch-that-undercut-apple-on-price?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-06/google-unveils-new-phones-and-watch-that-undercut-apple-on-price?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174601478","content_text":"Company’s mobile market share remains sliver of Apple, SamsungPixel 7 and Pixel 7 Pro focus on camera, speech improvementsGoogle Pixel 7 Pro Source: Alphabet Inc.Alphabet Inc.’s Google on Thursday said its new Pixel phones will deliver improved voice and camera features while bringing back facial recognition for unlocking the device as it seeks to better compete with Apple Inc. and Samsung Electronics Co.The company’s Pixel 7 and 7 Pro devices offer more affordable prices than the dominant duo of the mobile market, coming in at $599 and $899, respectively, and introduce the second generation of Google’s in-house Tensor chip. The 6.7-inch Pro version has an additional zoom camera, better display and more memory than the 6.3-inch Pixel 7.Google’s Pixel phones every year serve as the showcase for the company’s latest Android software and artificial intelligence-based services, such as the Google Assistant. They demonstrate how Google hopes device-making partners will best use its operating system. Google continues developing its own hardware, which has only ever sold in small numbers, in part as insurance against missteps by Samsung, the only credible Apple rival in the US.“Google cannot afford to bet its future on Samsung not just for the US market but for the higher-end market across the board,” said Atlanta-based mobile industry analyst Carolina Milanesi. “It also needs a clean experience to show off its AI.”Google AI shows up in the upgraded language-processing capabilities of its latest software. The Recorder app for voice memos can now automatically label different speakers in transcriptions, and transcriptions are also being added to audio messages in the new Pixels’ messaging app.The Pixel lineup had only 2% of the North American market in the second quarter, whereas Apple’s iPhone commanded 52%, according to Canalys data. Still, Google said it’s now the fastest-growing smartphone developer, in comments ahead of its launch event in New York Thursday.Also introduced at the event was the $349 Pixel Watch. It’s the first smartwatch from the company to bear the Pixel name and undercuts the latest-generation Apple Watch, which starts at $399. Google will equip its smartwatch with an on-board app store, Google Wallet for mobile payments and Fitbit health sensors and workout services, the company said. There’ll be models with and without cellular connectivity and Google promises up to 24 hours of battery life for the round-faced device. It will be available Oct. 13, alongside the new phones.Google could aggressively diversify its supply chain as it has expanded into various categories including wearables, security systems and smart speakers. Hardware makes up about $10 billion, or 4% of Alphabet’s sales, and could grow much faster if the company expands into AR/VR and robots.-- Mandeep Singh and Ashley Kim, BI analystsAmong Google’s other smartphone upgrades this year is a promised 72-hour battery life on low-power mode, up from last year’s 48 hours. The higher-tier Pixel 7 Pro has three rear cameras, including a 50-megapixel wide-angle lens with the ability to take macro shots and a 48-megapixel telephoto lens with 5X optical zoom. It can record 4K video at 60 frames per second. The standard model benefits from the same macro camera but misses out on the zoom; it also has a slower 90Hz screen rather than the 120Hz display of the Pro.Pixel 7 Pro, center, with Pixel Buds Pro and Pixel Watch.Source: Alphabet Inc.Both phones see the return of face unlock, matching most of the high-end handsets on the market, after that biometric authentication option was removed from the Pixel line with the fifth-generation model in 2020. Google also matches a feature introduced with much fanfare on the iPhone 13 last year: a Cinematic Blur mode that can synthesize depth of field and background blur in videos.Questions about the long-term viability of the Pixel line have circulated for years and may intensify now that all tech companies, Google included, are looking at ways to control costs and streamline operations. Success in the smartphone business requires significant upfront and marketing investment.“If Google does not become serious about the hardware business, I’m afraid this product will be another lost opportunity to expand its phone business in critical markets, such as North America and Europe,” IDC’s Francisco Jeronimo said ahead of the launch event.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916380908,"gmtCreate":1664510080904,"gmtModify":1676537468930,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916380908","repostId":"1168879166","repostType":2,"repost":{"id":"1168879166","pubTimestamp":1664508049,"share":"https://ttm.financial/m/news/1168879166?lang=&edition=fundamental","pubTime":"2022-09-30 11:20","market":"us","language":"en","title":"Why Is Palantir Stock Outperforming the Market Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168879166","media":"InvestorPlace","summary":"Palantir(NYSE:PLTR) has moved higher today, despite an overall bearish trend building in the market.","content":"<html><head></head><body><ul><li><b>Palantir</b>(NYSE:<b>PLTR</b>) has moved higher today, despite an overall bearish trend building in the market.</li><li>The company announced it has resigned a contract with the U.S. Army.</li><li>This contract is expected to net the company $229 million in revenue this year.</li></ul><p>In today’s volatile market, one of the best-performing stocks has been <b>Palantir</b>(NYSE:<b>PLTR</b>) stock, which is up 1.76%.</p><p>With so much red blanketing today’s market, investors may correctly guess there’s a catalyst at play. Today, Palantirannouncedthat it has resigned a “controversial” contract with the U.S. Army. This contract, which <b>Alphabet’s</b>(NASDAQ: <b>GOOG</b>, NASDAQ: <b><u>GOOGL</u></b>) Google business previously abandoned, delivers AI and machine learning capabilities for special forces.</p><p>Expected to be worth approximately $229 million over one year, this contract is one that Palantir investors clearly are cheering today.</p><p>Let’s dive into what to make of Palantir’s price action and this announcement today.</p><p><b>Is PLTR Stock a Buy Following Key Contract Renewal?</b></p><p>Palantir has been on a wild ride over the past year. Founded by billionaire Peter Thiel, its lack of profitability has resulted in a relative lack of interest from many conservative investors. That said, the company’s ties to the U.S. government (which always pay its bills) and its AI/ML capabilities have made this stock a favorite among speculators.</p><p>Like other meme stocks which soared at the beginning of last year, PLTR stock has been on a decline for some time. Despite rather steady and consistent revenue streams from a range of government contracts, Palantir hasn’t been able to turn a profit. In this risk-off market, where investors are seeking dividend-paying stocks with growing earnings, that’s not a good thing.</p><p>Perhaps this is the contract Palantir needs to break through. However, this is a company that’s just always seemed to find a way to print red. That said, today’s announcement clearly has some investors excited about what the future may hold with this beaten-down name.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Palantir Stock Outperforming the Market Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Palantir Stock Outperforming the Market Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/why-is-palantir-pltr-stock-outperforming-the-market-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir(NYSE:PLTR) has moved higher today, despite an overall bearish trend building in the market.The company announced it has resigned a contract with the U.S. Army.This contract is expected to net...</p>\n\n<a href=\"https://investorplace.com/2022/09/why-is-palantir-pltr-stock-outperforming-the-market-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/09/why-is-palantir-pltr-stock-outperforming-the-market-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168879166","content_text":"Palantir(NYSE:PLTR) has moved higher today, despite an overall bearish trend building in the market.The company announced it has resigned a contract with the U.S. Army.This contract is expected to net the company $229 million in revenue this year.In today’s volatile market, one of the best-performing stocks has been Palantir(NYSE:PLTR) stock, which is up 1.76%.With so much red blanketing today’s market, investors may correctly guess there’s a catalyst at play. Today, Palantirannouncedthat it has resigned a “controversial” contract with the U.S. Army. This contract, which Alphabet’s(NASDAQ: GOOG, NASDAQ: GOOGL) Google business previously abandoned, delivers AI and machine learning capabilities for special forces.Expected to be worth approximately $229 million over one year, this contract is one that Palantir investors clearly are cheering today.Let’s dive into what to make of Palantir’s price action and this announcement today.Is PLTR Stock a Buy Following Key Contract Renewal?Palantir has been on a wild ride over the past year. Founded by billionaire Peter Thiel, its lack of profitability has resulted in a relative lack of interest from many conservative investors. That said, the company’s ties to the U.S. government (which always pay its bills) and its AI/ML capabilities have made this stock a favorite among speculators.Like other meme stocks which soared at the beginning of last year, PLTR stock has been on a decline for some time. Despite rather steady and consistent revenue streams from a range of government contracts, Palantir hasn’t been able to turn a profit. In this risk-off market, where investors are seeking dividend-paying stocks with growing earnings, that’s not a good thing.Perhaps this is the contract Palantir needs to break through. However, this is a company that’s just always seemed to find a way to print red. That said, today’s announcement clearly has some investors excited about what the future may hold with this beaten-down name.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911754859,"gmtCreate":1664269295171,"gmtModify":1676537422573,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"finally some good news","listText":"finally some good news","text":"finally some good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911754859","repostId":"1184752844","repostType":2,"repost":{"id":"1184752844","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":1664268809,"share":"https://ttm.financial/m/news/1184752844?lang=&edition=fundamental","pubTime":"2022-09-27 16:53","market":"us","language":"en","title":"Palantir Stock Jumped over 2% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1184752844","media":"Tiger Newspress","summary":"Palantir Lands Contract Renewal From U.S. Homeland Security","content":"<html><head></head><body><p>Palantir Stock Jumped over 2% in Premarket Trading.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> said the U.S. Department of Homeland Security has renewed its contract with the company to support Homeland Security Investigations with Investigative Case Management software.<img src=\"https://static.tigerbbs.com/f0018c5eb9792f32415eb2a03ac28187\" tg-width=\"794\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p><p>Palantir said the contract is worth $95.9 million over a five-year period. The company said it has partnered with the Department of Homeland Security since 2011 to support the program.</p><p>Homeland Security&#39;s Investigative Case Management software is used by special agents, criminal analysts and other personnel to document investigative activities leading up to the prosecution of suspects, the company said. The software has been used to help enforce sanctions on Russian oligarchs as well as to help arrest foreign mercenaries and key cartel leaders, Palantir said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Jumped over 2% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Jumped over 2% in Premarket 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\">2022-09-27 16:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir Stock Jumped over 2% in Premarket Trading.</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> said the U.S. Department of Homeland Security has renewed its contract with the company to support Homeland Security Investigations with Investigative Case Management software.<img src=\"https://static.tigerbbs.com/f0018c5eb9792f32415eb2a03ac28187\" tg-width=\"794\" tg-height=\"665\" width=\"100%\" height=\"auto\"/></p><p>Palantir said the contract is worth $95.9 million over a five-year period. The company said it has partnered with the Department of Homeland Security since 2011 to support the program.</p><p>Homeland Security&#39;s Investigative Case Management software is used by special agents, criminal analysts and other personnel to document investigative activities leading up to the prosecution of suspects, the company said. The software has been used to help enforce sanctions on Russian oligarchs as well as to help arrest foreign mercenaries and key cartel leaders, Palantir said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184752844","content_text":"Palantir Stock Jumped over 2% in Premarket Trading.Palantir Technologies Inc. said the U.S. Department of Homeland Security has renewed its contract with the company to support Homeland Security Investigations with Investigative Case Management software.Palantir said the contract is worth $95.9 million over a five-year period. The company said it has partnered with the Department of Homeland Security since 2011 to support the program.Homeland Security's Investigative Case Management software is used by special agents, criminal analysts and other personnel to document investigative activities leading up to the prosecution of suspects, the company said. The software has been used to help enforce sanctions on Russian oligarchs as well as to help arrest foreign mercenaries and key cartel leaders, Palantir said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913357951,"gmtCreate":1663921252574,"gmtModify":1676537363787,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913357951","repostId":"1118001536","repostType":2,"repost":{"id":"1118001536","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":1663920934,"share":"https://ttm.financial/m/news/1118001536?lang=&edition=fundamental","pubTime":"2022-09-23 16:15","market":"us","language":"en","title":"Sea Slid 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118001536","media":"Tiger Newspress","summary":"Sea Ltd slid 3% in premarket trading.It told employees on September 19 that it would start a new rou","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> slid 3% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/11069f621ef32c59444930c807fae9be\" tg-width=\"667\" tg-height=\"515\" width=\"100%\" height=\"auto\"/>It told employees on September 19 that it would start a new round of team changes and cut some jobs around the world.</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>Sea Slid 3% in Premarket 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\">\nSea Slid 3% in Premarket 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\">2022-09-23 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> slid 3% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/11069f621ef32c59444930c807fae9be\" tg-width=\"667\" tg-height=\"515\" width=\"100%\" height=\"auto\"/>It told employees on September 19 that it would start a new round of team changes and cut some jobs around the world.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118001536","content_text":"Sea Ltd slid 3% in premarket trading.It told employees on September 19 that it would start a new round of team changes and cut some jobs around the world.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919530990,"gmtCreate":1663815516010,"gmtModify":1676537342613,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"more to comr","listText":"more to comr","text":"more to comr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919530990","repostId":"1178086914","repostType":2,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910629922,"gmtCreate":1663627501566,"gmtModify":1676537301766,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910629922","repostId":"1116701018","repostType":2,"repost":{"id":"1116701018","pubTimestamp":1663589285,"share":"https://ttm.financial/m/news/1116701018?lang=&edition=fundamental","pubTime":"2022-09-19 20:08","market":"us","language":"en","title":"Another Fed Rate Hike Is Coming: 3 Bank Stocks That Will Benefit From Rising Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1116701018","media":"Motley Fool","summary":"These bank stocks will get an earnings boost from rising interest rates.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>The recent consumer price index release showed inflation increased 8.3% over the last year.</li><li>Traders expect the Federal Reserve to raise interest rates another 75 basis points in its September meeting.</li><li>Rising interest rates can benefit banks by boosting their net interest income.</li></ul><p>Over the past year, inflation has remained stubbornly high, wreaking havoc for consumers and investors alike. Economists hoped August would bring better news, but it didn&#39;t.</p><p>Earlier this week, the U.S. Bureau of Labor Statistics released its August data for the consumer price index, which measures the changes in the costs of consumer goods. The release showed that prices were up 8.3% on an annual basis, with higher food and housing costs offsetting lower energy prices.</p><p>Now investors look to the Federal Reserve, which has been aggressively fighting inflation with its primary tool: interest rate increases. When the Fed raised rates by 75 basis points in June, it was its largest rate hike in 28 years. The Fed raised rates another 75 basis points in July, and investors expect a similar increase during its meeting next week. While rising rates hurt most companies by raising the cost of borrowing, bank stocks benefit. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1538e0f1fb0012705ce9003348a5ab0a\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>One of the main ways banks make money is by charging customers higher interest rates on credit than they pay customers on deposits. While some banks generate extra income from fees and others have highly profitable investment banking divisions, most banks generate earnings from interest rates.</p><p>Banks face challenging times when interest rates are low because that tends to compress interest rate spreads, or the amount of interest charged minus the amount paid out. When interest rates rise, this spread tends to widen, and banks see their profitability improve. With that said, here are three banks that stand to benefit in a big way from continuing rate increases.</p><h2>1. Bank of America</h2><p><b>Bank of America</b> ranks as the second-largest bank in the U.S. with over $2 trillion in assets and is one of the most interest-rate-sensitive major banks out there. One reason is that 40% of its $1.4 trillion in deposits from consumer wealth management clients is in low- or no-interest checking accounts. As a result, Bank of America can earn more on these deposits as rates rise.</p><p>Through the first six months of the year, Bank of America&#39;s net interest income (NII) rose by 18%, to $24 billion, versus the first half of the previous year. In its recent regulatory filing, the bank said a 100-basis-point increase in interest rates would help NII grow by $5 billion over the next year, an 11% increase from its trailing-12-month NII.</p><h2>2. The Bancorp</h2><p><b>The Bancorp</b> is different from traditional banks because it has no branches. Instead, the bankoffers private-label banking servicesto online and nonbank lenders.</p><p>The bank handles back-end services like regulatory compliance and access to payment networks, like <b>Visa</b> and <b>Mastercard</b>. Over 100 clients, like <b>PayPal Holdings</b> and Chime, turn to The Bancorp for these services to help nonbank clients offer their own payment products.</p><p>The bank&#39;s net interest income didn&#39;t change much in the first half of the year, but that&#39;s due to a timing difference in how interest rates affect its deposits and loans. Most of The Bancorp&#39;s deposits are through prepaid and debit card account deposits, and when interest rates go up The Bancorp quickly adjusts the interest rates it pays on these deposits.</p><p>However, its loans are variable rates, repriced on a lag, and take longer to adjust to changes in interest rates. These loans are generally repriced monthly or quarterly, and the bank sees higher interest rates serving as a tailwind in the second half of this year.</p><p>According to its regulatory filing, a 100-basis-point parallel increase to interest rates would help NII increase by 9%, while a 200-basis-point increase would help NII grow by nearly 19%.</p><h2>3. Silvergate Capital</h2><p><b>Silvergate Capital</b> provides banking services to cryptocurrency customers, which it has done since 2013. One of its earliest products was the Silvergate Exchange Network (SEN), a payment transfer network that allows crypto exchanges, like <b>Coinbase Global</b> or Gemini, to transfer U.S. dollars efficiently. The SEN is interesting because it gives Silvergate a vast amount of non-interest-bearing deposits, which allows the bank to benefit significantly when interest rates go higher.</p><p>The bank has over $13 billion in non-interest-bearing deposits, or 99.5% of its total deposit base. As a result, Silvergate reaps the benefits of higher interest rates on its loan portfolio while it doesn&#39;t have to increase what it pays out on its deposit accounts.</p><p>Silvergate&#39;s NII grew 126% to $121 million in the year&#39;s first half. In its recent regulatory filing, the bank noted that a 100-basis-point parallel shift up in interest rates would cause NII to increase by nearly 16%, while a 200-basis-point increase would cause NII to grow by 31%.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another Fed Rate Hike Is Coming: 3 Bank Stocks That Will Benefit From Rising Interest Rates</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\">\nAnother Fed Rate Hike Is Coming: 3 Bank Stocks That Will Benefit From Rising Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 20:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/18/another-fed-rate-hike-is-coming-3-bank-stocks-that/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe recent consumer price index release showed inflation increased 8.3% over the last year.Traders expect the Federal Reserve to raise interest rates another 75 basis points in its September...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/18/another-fed-rate-hike-is-coming-3-bank-stocks-that/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TBBK":"The Bancorp","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/09/18/another-fed-rate-hike-is-coming-3-bank-stocks-that/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116701018","content_text":"KEY POINTSThe recent consumer price index release showed inflation increased 8.3% over the last year.Traders expect the Federal Reserve to raise interest rates another 75 basis points in its September meeting.Rising interest rates can benefit banks by boosting their net interest income.Over the past year, inflation has remained stubbornly high, wreaking havoc for consumers and investors alike. Economists hoped August would bring better news, but it didn't.Earlier this week, the U.S. Bureau of Labor Statistics released its August data for the consumer price index, which measures the changes in the costs of consumer goods. The release showed that prices were up 8.3% on an annual basis, with higher food and housing costs offsetting lower energy prices.Now investors look to the Federal Reserve, which has been aggressively fighting inflation with its primary tool: interest rate increases. When the Fed raised rates by 75 basis points in June, it was its largest rate hike in 28 years. The Fed raised rates another 75 basis points in July, and investors expect a similar increase during its meeting next week. While rising rates hurt most companies by raising the cost of borrowing, bank stocks benefit. Here's why.IMAGE SOURCE: GETTY IMAGES.One of the main ways banks make money is by charging customers higher interest rates on credit than they pay customers on deposits. While some banks generate extra income from fees and others have highly profitable investment banking divisions, most banks generate earnings from interest rates.Banks face challenging times when interest rates are low because that tends to compress interest rate spreads, or the amount of interest charged minus the amount paid out. When interest rates rise, this spread tends to widen, and banks see their profitability improve. With that said, here are three banks that stand to benefit in a big way from continuing rate increases.1. Bank of AmericaBank of America ranks as the second-largest bank in the U.S. with over $2 trillion in assets and is one of the most interest-rate-sensitive major banks out there. One reason is that 40% of its $1.4 trillion in deposits from consumer wealth management clients is in low- or no-interest checking accounts. As a result, Bank of America can earn more on these deposits as rates rise.Through the first six months of the year, Bank of America's net interest income (NII) rose by 18%, to $24 billion, versus the first half of the previous year. In its recent regulatory filing, the bank said a 100-basis-point increase in interest rates would help NII grow by $5 billion over the next year, an 11% increase from its trailing-12-month NII.2. The BancorpThe Bancorp is different from traditional banks because it has no branches. Instead, the bankoffers private-label banking servicesto online and nonbank lenders.The bank handles back-end services like regulatory compliance and access to payment networks, like Visa and Mastercard. Over 100 clients, like PayPal Holdings and Chime, turn to The Bancorp for these services to help nonbank clients offer their own payment products.The bank's net interest income didn't change much in the first half of the year, but that's due to a timing difference in how interest rates affect its deposits and loans. Most of The Bancorp's deposits are through prepaid and debit card account deposits, and when interest rates go up The Bancorp quickly adjusts the interest rates it pays on these deposits.However, its loans are variable rates, repriced on a lag, and take longer to adjust to changes in interest rates. These loans are generally repriced monthly or quarterly, and the bank sees higher interest rates serving as a tailwind in the second half of this year.According to its regulatory filing, a 100-basis-point parallel increase to interest rates would help NII increase by 9%, while a 200-basis-point increase would help NII grow by nearly 19%.3. Silvergate CapitalSilvergate Capital provides banking services to cryptocurrency customers, which it has done since 2013. One of its earliest products was the Silvergate Exchange Network (SEN), a payment transfer network that allows crypto exchanges, like Coinbase Global or Gemini, to transfer U.S. dollars efficiently. The SEN is interesting because it gives Silvergate a vast amount of non-interest-bearing deposits, which allows the bank to benefit significantly when interest rates go higher.The bank has over $13 billion in non-interest-bearing deposits, or 99.5% of its total deposit base. As a result, Silvergate reaps the benefits of higher interest rates on its loan portfolio while it doesn't have to increase what it pays out on its deposit accounts.Silvergate's NII grew 126% to $121 million in the year's first half. In its recent regulatory filing, the bank noted that a 100-basis-point parallel shift up in interest rates would cause NII to increase by nearly 16%, while a 200-basis-point increase would cause NII to grow by 31%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934855933,"gmtCreate":1663222518023,"gmtModify":1676537231508,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934855933","repostId":"1169205492","repostType":2,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934859016,"gmtCreate":1663221432835,"gmtModify":1676537231285,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934859016","repostId":"2267577575","repostType":2,"repost":{"id":"2267577575","pubTimestamp":1663219318,"share":"https://ttm.financial/m/news/2267577575?lang=&edition=fundamental","pubTime":"2022-09-15 13:21","market":"us","language":"en","title":"Sea’s Billionaire CEO to Forgo Salary as Cost Cuts Spread","url":"https://stock-news.laohu8.com/highlight/detail?id=2267577575","media":"Bloomberg","summary":"Singapore tech giant faces pressure to reach profitabilityStock plunge has left shareholders questio","content":"<html><head></head><body><ul><li>Singapore tech giant faces pressure to reach profitability</li><li>Stock plunge has left shareholders questioning Sea’s strategy</li></ul><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a>.’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.</p><p>“The leadership team has decided that we will not take any cash compensation until the company reaches self-sufficiency,” Chief Executive Officer Forrest Li said in an internal memo sent to staff Thursday, days after Sea shut down operations in some markets and trimmed staff across its divisions. “We can now see that this is not a quickly passing storm: these negative conditions will likely persist into the medium term.”</p><p>In his 1000-word missive, seen by Bloomberg News, the billionaire addressed head-on the struggle for Sea in an era of rising interest rates, accelerating inflation and a volatile market. The company has lost about $170 billion of market value since an October high on questions about its money-making prospects and a global decline in tech stocks.</p><p>“With investors fleeing for ‘safe haven’ investments, we do not anticipate being able to raise funds in the market,” Li said, reiterating that the company’s primary objective for the next 12 to 18 months is to achieve positive cash flow as soon as possible.</p><p>The company will cap business travel to economy class flight fares, with travel meal expenses limited to $30 a day. It will also curb spending on hotel stays for business trips to $150 a night, and cull reimbursement for meals and entertainment bills.</p><p>“The only way for us to free ourselves from relying on external capital is to become self-sufficient, generating enough cash for all our own needs and projects,” Li said.</p><p>Sea is facing increasing pressure to simultaneously grow and control costs. Consumers are pulling back on spending online as rising interest rates and prices weigh on the economy, while investors are becoming less willing to bankroll growth without profits.</p><p>After grappling with a string of extraordinary setbacks this year -- including India’s abrupt ban of its most popular mobile game -- the company is looking to take significant steps to move from unbridled growth to profitability.</p><p>The company has said it expects gaming arm Garena to post its first decline in bookings this year, and last month, it withdrew its 2022 e-commerce forecast.</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>Sea’s Billionaire CEO to Forgo Salary as Cost Cuts Spread</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\">\nSea’s Billionaire CEO to Forgo Salary as Cost Cuts Spread\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-15/sea-s-billionaire-ceo-to-forgo-salary-as-cost-cuts-spread><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore tech giant faces pressure to reach profitabilityStock plunge has left shareholders questioning Sea’s strategy(Bloomberg) -- Sea Ltd.’s top management will forgo their salaries and tighten ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-15/sea-s-billionaire-ceo-to-forgo-salary-as-cost-cuts-spread\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-15/sea-s-billionaire-ceo-to-forgo-salary-as-cost-cuts-spread","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267577575","content_text":"Singapore tech giant faces pressure to reach profitabilityStock plunge has left shareholders questioning Sea’s strategy(Bloomberg) -- Sea Ltd.’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.“The leadership team has decided that we will not take any cash compensation until the company reaches self-sufficiency,” Chief Executive Officer Forrest Li said in an internal memo sent to staff Thursday, days after Sea shut down operations in some markets and trimmed staff across its divisions. “We can now see that this is not a quickly passing storm: these negative conditions will likely persist into the medium term.”In his 1000-word missive, seen by Bloomberg News, the billionaire addressed head-on the struggle for Sea in an era of rising interest rates, accelerating inflation and a volatile market. The company has lost about $170 billion of market value since an October high on questions about its money-making prospects and a global decline in tech stocks.“With investors fleeing for ‘safe haven’ investments, we do not anticipate being able to raise funds in the market,” Li said, reiterating that the company’s primary objective for the next 12 to 18 months is to achieve positive cash flow as soon as possible.The company will cap business travel to economy class flight fares, with travel meal expenses limited to $30 a day. It will also curb spending on hotel stays for business trips to $150 a night, and cull reimbursement for meals and entertainment bills.“The only way for us to free ourselves from relying on external capital is to become self-sufficient, generating enough cash for all our own needs and projects,” Li said.Sea is facing increasing pressure to simultaneously grow and control costs. Consumers are pulling back on spending online as rising interest rates and prices weigh on the economy, while investors are becoming less willing to bankroll growth without profits.After grappling with a string of extraordinary setbacks this year -- including India’s abrupt ban of its most popular mobile game -- the company is looking to take significant steps to move from unbridled growth to profitability.The company has said it expects gaming arm Garena to post its first decline in bookings this year, and last month, it withdrew its 2022 e-commerce forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9963053822,"gmtCreate":1668557318266,"gmtModify":1676538074738,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963053822","repostId":"1160332041","repostType":4,"repost":{"id":"1160332041","pubTimestamp":1668576951,"share":"https://ttm.financial/m/news/1160332041?lang=&edition=fundamental","pubTime":"2022-11-16 13:35","market":"us","language":"en","title":"What If the Fed’s Own Forecasts Are Wrong?","url":"https://stock-news.laohu8.com/highlight/detail?id=1160332041","media":"Bloomberg","summary":"The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in","content":"<html><head></head><body><p>The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in the next three years. And Chair Jerome Powell still seems to think that a soft landing for the economy is possible. In my view, however, a US recession is highly likely in the next 12 to 18 months. Why don’t I share the Fed’s optimism?</p><p>The projections by the Fed governors will always paint a rosy picture. They’re instructed to condition their view on an optimal monetary policy, which obviously makes better outcomes achievable. In the real world, as has been demonstrated over the past year, policy is often far from that ideal, so actual results will usually be worse than implied by the projections.</p><p>In the same vein, the Fed model that underpins its staff forecast contains assumptions that contribute to more pleasant forecasts. They include that the Fed will pursue the optimal monetary policy path in the future (regardless of past errors) and that households and businesses know this.</p><p>These assumptions rule out persistent monetary policy errors or the loss of confidence by households and businesses in the Fed’s commitment and ability to achieve its employment and inflation objectives.</p><p>The Fed also operates in a world where there’s an important political economy constraint. Admitting that a recession would be required to get inflation in check might undercut public support for a tighter monetary policy. It also could subject the Fed to criticism that might ultimately undermine its independence or cause Congress to limit its authority in the future. Sugarcoating the cost of what the Fed needs to do may be viewed as a necessary evil so it can carry out its mission successfully. But it also runs the risk of undercutting the Fed’s credibility.</p><p>Why do I believe a recession is unavoidable? To start, the Fed is committed to bringing inflation down to its 2% annual rate target. Powell made it clear in his remarks at the Jackson Hole conference in August that this goal was “unconditional” and reiterated his commitment at his September news conference. Failure is an unattractive option because inflation expectations would rise, necessitating a harsher monetary policy and worse outcomes later.</p><p>To bring inflation to 2%, the Federal Open Market Committee will have to push up the unemployment rate substantially. The labor market is much too tight to be consistent with a stable or declining underlying inflation rate.</p><p>Judging from the relationship between unfilled job openings and the number of people who are unemployed, known as the Beveridge curve, the unemployment rate consistent with stable inflation has risen considerably and could be as high as 5%, well above the current rate of 3.7%. Even if the Beveridge curve were to shift back down because labor market frictions abated, the unemployment rate would still need to rise to at least 4.5%.</p><p>During the postwar period, every time the unemployment rate has risen by 0.5 percentage point or more, the US economy has fallen into recession. This empirical regularity is memorialized as the Sahm rule. The difficulty of engineering a soft landing is underscored by the fact that there are no examples of an unemployment rate rising between 0.5 and 2 percentage points from trough to peak at all. Once the unemployment rate has moved up modestly, it’s hard to stop. Thus, the Fed’s Summary of Economic Projections in September in which unemployment rises to 4.4% from its recent trough of 3.5% would be unprecedented.</p><p>The episodes Powell has cited of successful soft landings—in 1965-66, 1984-85, and 1993-95—don’t apply to the current set of circumstances. In those cases, the Fed tightened and that slowed the pace of economic growth and the decline in the unemployment rate, but in none of those episodes did the Fed tighten sufficiently to push the unemployment rate up. In Fed parlance, these soft landings were achieved from above, by slowing the economy to a sustainable growth rate, rather than from below, by slowing the economy sufficiently to push the unemployment rate up.</p><p>Fed risk management will also increase the likelihood of recession. Powell has made it clear that the consequences of failing to bring inflation back down to 2% on a sustainable basis are unacceptable. The lesson of the 1970s is that failure would lead to unanchored inflation expectations, making the job of restoring price stability that much more difficult.</p><p>In addition, the Fed’s task will be made difficult by uncertainty about whether it has done enough. How high do short-term interest rates need to go to push the unemployment rate above the rate consistent with stable inflation? How long does such an unemployment rate need to be elevated to bring inflation back down to 2%? Because, at the margin, the negative consequences of doing too little exceed the negative consequences of doing too much, this means that monetary policy will likely ultimately be kept too tight for too long. The long and variable lags between changes in the stance of monetary policy and its effect on economic activity reinforce this.</p><p>Some argue—including Fed officials—that a soft landing is still possible:</p><p>• As supply chain disruptions dissipate and the allocation of demand between goods and services normalizes, headline inflation will fall sharply.</p><p>• Labor supply will increase as labor force participation rises.</p><p>• Fed tightening can reduce the excess demand for labor without generating a large rise in unemployment.</p><p>Although one can’t dismiss these points out of hand, I’m afraid they’re likely to prove insufficient to avoid a hard landing.</p><p>First, even if declining goods prices cause headline inflation to fall sharply in the year ahead, that doesn’t deal with the fact that the inflation problem has broadened out, into services prices and wages.</p><p>The breadth of inflationary pressures is visible in the median consumer price index calculated by the Federal Reserve Bank of Cleveland and the trimmed mean personal consumption expenditures deflator—an alternative inflation measure calculated by the Federal Reserve Bank of Dallas—with increases of 7% and 4.7%, respectively, over the past year. Those numbers capture what’s happening for those goods and services in the middle of the inflation distribution.</p><p>Similarly, the trend of wage inflation is well above a rate consistent with 2% inflation. For example, the employment cost index for the wages and salaries of private industry workers has gone up 5.2% over the past year, and the Federal Reserve Bank of Atlanta’s wage tracker index is rising at a 6.4% annual rate. Given the trend of labor productivity, wage inflation needs to be in a 3%-to-4% range to be consistent with the Fed’s 2% inflation objective.</p><p>Second, on the labor supply front, the Fed is unlikely to be bailed out by a large increase in labor force participation. As labor economist Stephanie Aaronson noted in her remarks at this year’s Fed Jackson Hole conference: “The unemployment rate is the best gauge of the state of the business cycle.” Although a tight labor market can be expected to provoke a rise in labor force participation, she said, the process is a slow-moving one, playing out over several years, too slow a process to rescue the Fed.</p><p>Third, the notion that the Fed’s monetary policy stringency can be oriented toward reducing the excess demand for labor without driving up unemployment materially is wishful thinking. Monetary policy can’t be targeted in such a way to reduce the demand for labor in industries where demand is excessive relative to industries where labor supply and demand is in better balance. It’s a blunt tool that affects the economy broadly through its impact on financial conditions.</p><p>Although a soft landing would obviously be preferable, that ship has sailed. Today, a recession is virtually inevitable.</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>What If the Fed’s Own Forecasts Are Wrong?</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\">\nWhat If the Fed’s Own Forecasts Are Wrong?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-s-own-forecasts-are-wrong?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in the next three years. And Chair Jerome Powell still seems to think that a soft landing for the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-s-own-forecasts-are-wrong?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-15/what-if-the-fed-s-own-forecasts-are-wrong?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160332041","content_text":"The Federal Reserve’s summary of Economic Projections in September doesn’t anticipate a recession in the next three years. And Chair Jerome Powell still seems to think that a soft landing for the economy is possible. In my view, however, a US recession is highly likely in the next 12 to 18 months. Why don’t I share the Fed’s optimism?The projections by the Fed governors will always paint a rosy picture. They’re instructed to condition their view on an optimal monetary policy, which obviously makes better outcomes achievable. In the real world, as has been demonstrated over the past year, policy is often far from that ideal, so actual results will usually be worse than implied by the projections.In the same vein, the Fed model that underpins its staff forecast contains assumptions that contribute to more pleasant forecasts. They include that the Fed will pursue the optimal monetary policy path in the future (regardless of past errors) and that households and businesses know this.These assumptions rule out persistent monetary policy errors or the loss of confidence by households and businesses in the Fed’s commitment and ability to achieve its employment and inflation objectives.The Fed also operates in a world where there’s an important political economy constraint. Admitting that a recession would be required to get inflation in check might undercut public support for a tighter monetary policy. It also could subject the Fed to criticism that might ultimately undermine its independence or cause Congress to limit its authority in the future. Sugarcoating the cost of what the Fed needs to do may be viewed as a necessary evil so it can carry out its mission successfully. But it also runs the risk of undercutting the Fed’s credibility.Why do I believe a recession is unavoidable? To start, the Fed is committed to bringing inflation down to its 2% annual rate target. Powell made it clear in his remarks at the Jackson Hole conference in August that this goal was “unconditional” and reiterated his commitment at his September news conference. Failure is an unattractive option because inflation expectations would rise, necessitating a harsher monetary policy and worse outcomes later.To bring inflation to 2%, the Federal Open Market Committee will have to push up the unemployment rate substantially. The labor market is much too tight to be consistent with a stable or declining underlying inflation rate.Judging from the relationship between unfilled job openings and the number of people who are unemployed, known as the Beveridge curve, the unemployment rate consistent with stable inflation has risen considerably and could be as high as 5%, well above the current rate of 3.7%. Even if the Beveridge curve were to shift back down because labor market frictions abated, the unemployment rate would still need to rise to at least 4.5%.During the postwar period, every time the unemployment rate has risen by 0.5 percentage point or more, the US economy has fallen into recession. This empirical regularity is memorialized as the Sahm rule. The difficulty of engineering a soft landing is underscored by the fact that there are no examples of an unemployment rate rising between 0.5 and 2 percentage points from trough to peak at all. Once the unemployment rate has moved up modestly, it’s hard to stop. Thus, the Fed’s Summary of Economic Projections in September in which unemployment rises to 4.4% from its recent trough of 3.5% would be unprecedented.The episodes Powell has cited of successful soft landings—in 1965-66, 1984-85, and 1993-95—don’t apply to the current set of circumstances. In those cases, the Fed tightened and that slowed the pace of economic growth and the decline in the unemployment rate, but in none of those episodes did the Fed tighten sufficiently to push the unemployment rate up. In Fed parlance, these soft landings were achieved from above, by slowing the economy to a sustainable growth rate, rather than from below, by slowing the economy sufficiently to push the unemployment rate up.Fed risk management will also increase the likelihood of recession. Powell has made it clear that the consequences of failing to bring inflation back down to 2% on a sustainable basis are unacceptable. The lesson of the 1970s is that failure would lead to unanchored inflation expectations, making the job of restoring price stability that much more difficult.In addition, the Fed’s task will be made difficult by uncertainty about whether it has done enough. How high do short-term interest rates need to go to push the unemployment rate above the rate consistent with stable inflation? How long does such an unemployment rate need to be elevated to bring inflation back down to 2%? Because, at the margin, the negative consequences of doing too little exceed the negative consequences of doing too much, this means that monetary policy will likely ultimately be kept too tight for too long. The long and variable lags between changes in the stance of monetary policy and its effect on economic activity reinforce this.Some argue—including Fed officials—that a soft landing is still possible:• As supply chain disruptions dissipate and the allocation of demand between goods and services normalizes, headline inflation will fall sharply.• Labor supply will increase as labor force participation rises.• Fed tightening can reduce the excess demand for labor without generating a large rise in unemployment.Although one can’t dismiss these points out of hand, I’m afraid they’re likely to prove insufficient to avoid a hard landing.First, even if declining goods prices cause headline inflation to fall sharply in the year ahead, that doesn’t deal with the fact that the inflation problem has broadened out, into services prices and wages.The breadth of inflationary pressures is visible in the median consumer price index calculated by the Federal Reserve Bank of Cleveland and the trimmed mean personal consumption expenditures deflator—an alternative inflation measure calculated by the Federal Reserve Bank of Dallas—with increases of 7% and 4.7%, respectively, over the past year. Those numbers capture what’s happening for those goods and services in the middle of the inflation distribution.Similarly, the trend of wage inflation is well above a rate consistent with 2% inflation. For example, the employment cost index for the wages and salaries of private industry workers has gone up 5.2% over the past year, and the Federal Reserve Bank of Atlanta’s wage tracker index is rising at a 6.4% annual rate. Given the trend of labor productivity, wage inflation needs to be in a 3%-to-4% range to be consistent with the Fed’s 2% inflation objective.Second, on the labor supply front, the Fed is unlikely to be bailed out by a large increase in labor force participation. As labor economist Stephanie Aaronson noted in her remarks at this year’s Fed Jackson Hole conference: “The unemployment rate is the best gauge of the state of the business cycle.” Although a tight labor market can be expected to provoke a rise in labor force participation, she said, the process is a slow-moving one, playing out over several years, too slow a process to rescue the Fed.Third, the notion that the Fed’s monetary policy stringency can be oriented toward reducing the excess demand for labor without driving up unemployment materially is wishful thinking. Monetary policy can’t be targeted in such a way to reduce the demand for labor in industries where demand is excessive relative to industries where labor supply and demand is in better balance. It’s a blunt tool that affects the economy broadly through its impact on financial conditions.Although a soft landing would obviously be preferable, that ship has sailed. Today, a recession is virtually inevitable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967163052,"gmtCreate":1670285100176,"gmtModify":1676538335951,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967163052","repostId":"2289919187","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917504245,"gmtCreate":1665536334487,"gmtModify":1676537622555,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9917504245","repostId":"2274573244","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964418090,"gmtCreate":1670198577410,"gmtModify":1676538317224,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964418090","repostId":"1137572712","repostType":4,"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983982671,"gmtCreate":1666138347693,"gmtModify":1676537711129,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983982671","repostId":"1166946802","repostType":4,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980439316,"gmtCreate":1665794017336,"gmtModify":1676537664846,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980439316","repostId":"1172315295","repostType":2,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914442862,"gmtCreate":1665361022256,"gmtModify":1676537591088,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914442862","repostId":"2274731302","repostType":2,"repost":{"id":"2274731302","pubTimestamp":1665357993,"share":"https://ttm.financial/m/news/2274731302?lang=&edition=fundamental","pubTime":"2022-10-10 07:26","market":"us","language":"en","title":"Investors on Guard as Stocks Rally Sputters Ahead of Data Deluge","url":"https://stock-news.laohu8.com/highlight/detail?id=2274731302","media":"Bloomberg","summary":"S&P has dropped seven of nine times in CPI sessions this yearSemiconductor stocks head for worst ann","content":"<html><head></head><body><ul><li>S&amp;P has dropped seven of nine times in CPI sessions this year</li><li>Semiconductor stocks head for worst annual loss since 2008</li></ul><p>It’s hard to blame any stock-market investor for being confused right now.</p><p>The S&amp;P 500 and Nasdaq 100 indexes are both coming off their best weeks in a month. But the way Friday ended, it’s hard to feel optimistic. Where the market goes from here likely lies in a batch of economic data that will arrive over the next couple of days.</p><p>Traders are most closely watching the consumer price figures that are due Thursday because it will be key to determining if the Federal Reserve moves ahead with another 75 basis-point rate increase at its next meeting in early November. In fact, a further acceleration in prices could amp up the urgency to extend jumbo-sized rate hikes beyond this year.</p><p>“It’s a very bewildering time right now for investors, even more so than this whole year,” said Thomas Martin, senior portfolio manager at Globalt Investments. “Sentiment is the worst it’s ever been, so we were ripe for a pop. But we still have a very tight labor market and strong wage growth that’s complicating investors’ hopes for a Fed pivot. It’s a huge week with earnings season kicking off and the inflation data will be crucial once again.”</p><p>CPI is forecast to have risen 8.1% in September from a year earlier versus 8.3% in August, according to economists surveyed by Bloomberg. Core CPI, which strips out volatile food and energy components, is projected to rise 6.5% on a year-over-year basis and fall to 0.4% month over month.</p><p>What’s more, the minutes of the latest Fed policy meeting arrive on Wednesday and may provide more insight into the central bank’s aggressive efforts to fight inflation. And there’s a key measure of US producer prices is due Wednesday, followed by the University of Michigan’s monthly consumer inflation expectations on Friday.</p><h2>Flip Flop</h2><p>It’s no secret that the market is highly sensitive to high inflation right now. Trading sessions this year when consumer inflation reports are released this have been rough, with the the S&amp;P 500 falling seven of nine times. Many investors, have fresh memories of the last inflation print on Sept. 13, which came in hotter than expected, sending the S&amp;P 500 down 4.3%. It was the worst CPI session since March 2020, and other than that the worst since 2011.</p><p>“This year, we’ve seen this absolute obsession around the inflation number,” said Matt Maley, Miller Tabak &amp; Co.’s chief market strategist. “The bigger worry is -- no matter the inflation report next week, investors are still going to be concerned about inflation being elevated. Most people on Wall Street are certain that we’re going to have a recession, and if the level of inflation stays steady, that won’t be good enough anymore.”</p><p><img src=\"https://static.tigerbbs.com/c99ac33029b387f7012eb753ecd80f67\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><h2>Tech Wreck</h2><p>Semiconductor stocks, in particular, could face further pressure after taking a beating Friday after disappointing earnings results from Samsung Electronics Co.The world’s largest memory chipmaker reported its first profit drop since 2019, sparking further worries about Corporate America’s earnings power and margin-shredding inflation pressures.</p><p>The Philadelphia Stock Exchange Semiconductor Index tumbled 6.1% after Samsung’s results and Advanced Micro Devices Inc.’s preliminary third-quarter sales missed projections by more than $1 billion. The index, which is home to chip giants like Nvidia Corp., Micron Technology Inc. and AMD, has plummeted 40% in 2022.</p><p><img src=\"https://static.tigerbbs.com/43eb30eecdd65b3b5668fde3d309ebd6\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><h2>Flow Show</h2><p>Investors are rushing out of US equities, and most other risk assets, in search of safety with a recession possibly looming. Stock funds have recorded sparse inflows this year as the bear market emerged. Since the start of 2022, US equities have posted inflows in 21 of 39 weeks, or 54%. That’s down from 58% of weeks in 2021, and 48% of weeks in 2020, according to Bloomberg Intelligence data.</p><p><img src=\"https://static.tigerbbs.com/f02d7b7907420b817f373c8c5111c535\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Investors on Guard as Stocks Rally Sputters Ahead of Data Deluge</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\">\nInvestors on Guard as Stocks Rally Sputters Ahead of Data Deluge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-09/investors-on-guard-as-stocks-rally-sputters-ahead-of-data-deluge><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P has dropped seven of nine times in CPI sessions this yearSemiconductor stocks head for worst annual loss since 2008It’s hard to blame any stock-market investor for being confused right now.The S&P...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-09/investors-on-guard-as-stocks-rally-sputters-ahead-of-data-deluge\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-09/investors-on-guard-as-stocks-rally-sputters-ahead-of-data-deluge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274731302","content_text":"S&P has dropped seven of nine times in CPI sessions this yearSemiconductor stocks head for worst annual loss since 2008It’s hard to blame any stock-market investor for being confused right now.The S&P 500 and Nasdaq 100 indexes are both coming off their best weeks in a month. But the way Friday ended, it’s hard to feel optimistic. Where the market goes from here likely lies in a batch of economic data that will arrive over the next couple of days.Traders are most closely watching the consumer price figures that are due Thursday because it will be key to determining if the Federal Reserve moves ahead with another 75 basis-point rate increase at its next meeting in early November. In fact, a further acceleration in prices could amp up the urgency to extend jumbo-sized rate hikes beyond this year.“It’s a very bewildering time right now for investors, even more so than this whole year,” said Thomas Martin, senior portfolio manager at Globalt Investments. “Sentiment is the worst it’s ever been, so we were ripe for a pop. But we still have a very tight labor market and strong wage growth that’s complicating investors’ hopes for a Fed pivot. It’s a huge week with earnings season kicking off and the inflation data will be crucial once again.”CPI is forecast to have risen 8.1% in September from a year earlier versus 8.3% in August, according to economists surveyed by Bloomberg. Core CPI, which strips out volatile food and energy components, is projected to rise 6.5% on a year-over-year basis and fall to 0.4% month over month.What’s more, the minutes of the latest Fed policy meeting arrive on Wednesday and may provide more insight into the central bank’s aggressive efforts to fight inflation. And there’s a key measure of US producer prices is due Wednesday, followed by the University of Michigan’s monthly consumer inflation expectations on Friday.Flip FlopIt’s no secret that the market is highly sensitive to high inflation right now. Trading sessions this year when consumer inflation reports are released this have been rough, with the the S&P 500 falling seven of nine times. Many investors, have fresh memories of the last inflation print on Sept. 13, which came in hotter than expected, sending the S&P 500 down 4.3%. It was the worst CPI session since March 2020, and other than that the worst since 2011.“This year, we’ve seen this absolute obsession around the inflation number,” said Matt Maley, Miller Tabak & Co.’s chief market strategist. “The bigger worry is -- no matter the inflation report next week, investors are still going to be concerned about inflation being elevated. Most people on Wall Street are certain that we’re going to have a recession, and if the level of inflation stays steady, that won’t be good enough anymore.”Tech WreckSemiconductor stocks, in particular, could face further pressure after taking a beating Friday after disappointing earnings results from Samsung Electronics Co.The world’s largest memory chipmaker reported its first profit drop since 2019, sparking further worries about Corporate America’s earnings power and margin-shredding inflation pressures.The Philadelphia Stock Exchange Semiconductor Index tumbled 6.1% after Samsung’s results and Advanced Micro Devices Inc.’s preliminary third-quarter sales missed projections by more than $1 billion. The index, which is home to chip giants like Nvidia Corp., Micron Technology Inc. and AMD, has plummeted 40% in 2022.Flow ShowInvestors are rushing out of US equities, and most other risk assets, in search of safety with a recession possibly looming. Stock funds have recorded sparse inflows this year as the bear market emerged. Since the start of 2022, US equities have posted inflows in 21 of 39 weeks, or 54%. That’s down from 58% of weeks in 2021, and 48% of weeks in 2020, according to Bloomberg Intelligence data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992483104,"gmtCreate":1661353945710,"gmtModify":1676536502226,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992483104","repostId":"1154392396","repostType":2,"repost":{"id":"1154392396","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":1661353421,"share":"https://ttm.financial/m/news/1154392396?lang=&edition=fundamental","pubTime":"2022-08-24 23:03","market":"us","language":"en","title":"Sea Shares Jumped 6% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154392396","media":"Tiger Newspress","summary":"Sea shares jumped 6% in morning trading.","content":"<html><head></head><body><p>Sea shares jumped 6% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/446307c5cba2970106bf4d4a7788a02c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></p><p></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>Sea Shares Jumped 6% 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\">\nSea Shares Jumped 6% 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\">2022-08-24 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea shares jumped 6% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/446307c5cba2970106bf4d4a7788a02c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154392396","content_text":"Sea shares jumped 6% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987459688,"gmtCreate":1667970592444,"gmtModify":1676537992566,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"still buying more.","listText":"still buying more.","text":"still buying more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987459688","repostId":"1119565865","repostType":2,"repost":{"id":"1119565865","pubTimestamp":1667970397,"share":"https://ttm.financial/m/news/1119565865?lang=&edition=fundamental","pubTime":"2022-11-09 13:06","market":"us","language":"en","title":"Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing","url":"https://stock-news.laohu8.com/highlight/detail?id=1119565865","media":"Seeking Alpha","summary":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenu","content":"<html><head></head><body><h2>Summary</h2><ul><li>My investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.</li><li>Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.</li><li>I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>I was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company&#39;s business prospects, but was disappointed with how Alex Karp&#39;s (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp&#39;s letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.</p><p>Since 2022 isn&#39;t playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2&#39;s, but the results weren&#39;t overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir&#39;s revenue growth won&#39;t hit Alek Karp&#39;s projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bce4c6da47a33baf858c7b09566bba8\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><h2>The ugly part of Q3 and how it is making my projections change</h2><p>In Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.</p><p>I built a model based on PLTR&#39;s commentary and their 2021 FCF margin. In my model, which is below, I had PLTR&#39;s revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021&#39;s FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83ae01fb83faa817f70110891f770c9b\" tg-width=\"640\" tg-height=\"66\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d239d9dac695fda355bc570b6c2ea77\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I can no longer use the model I previously based my investment thesis around because PLTR&#39;s projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR&#39;s FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR&#39;s revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR&#39;s FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3d97f8eea6c89e38d0b039fe76b44b0\" tg-width=\"640\" tg-height=\"210\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>I built 2 models to see where PLTR&#39;s numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021&#39;s FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.</p><p>In model 2, I made the assumption that PLTR&#39;s revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.</p><p>I don&#39;t have a crystal ball, so I don&#39;t know which model is more accurate, but 2022 isn&#39;t what PLTR had hoped for, and it&#39;s certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn&#39;t enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35b01bc10374ca97fc6d7dd4f131c7aa\" tg-width=\"640\" tg-height=\"147\" referrerpolicy=\"no-referrer\"/><span>Steven Fiorillo, Palantir, Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c52c2f63ca61a261775c95bca20c753b\" tg-width=\"640\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>The other aspect I am not thrilled about is PLTR&#39;s stock-based compensation (&#34;SBCU&#34;), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.</p><p>The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it&#39;s expensed to, but we don&#39;t know how it&#39;s distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn&#39;t hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.</p><p>As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it&#39;s beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.</p><h2>By the numbers, 2022 isn&#39;t what I had hoped it would be, Q3 earnings weren&#39;t entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?</h2><p>Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.</p><p>Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR&#39;s software.</p><p>PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR&#39;s testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/871aee443bc3808cd89c5fc1e4ba2514\" tg-width=\"640\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>Once again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR&#39;s new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn&#39;t a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.</p><p>PLTR didn&#39;t go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR&#39;s new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.</p><p>I wasn&#39;t thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.</p><p>I was very critical of PLTR&#39;s revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn&#39;t materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a0de766ef9082a731f07346df7c55b\" tg-width=\"539\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>No matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR&#39;s previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it&#39;s up 31% YoY. In Q3 PLTR&#39;s total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.</p><p>For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn&#39;t have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?</p><h2>Conclusion</h2><p>As a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.</p><p>That being said, I am not bearish and find Palantir&#39;s current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR&#39;s numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.</p><p><i>This article is written by Steven Fiorillo for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: -11.48% After Earnings, And My Investment Thesis Is Changing</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: -11.48% After Earnings, And My Investment Thesis Is Changing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 13:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4554710-palantir-minus-11-48-percent-after-earnings-and-my-investment-thesis-is-changing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119565865","content_text":"SummaryMy investment thesis has changed now that Palantir Technologies Inc. is projecting its revenue growth in 2022 will be 23.29% rather than 30%+ in 2022.Palantir Technologies has significantly declining margins and it is generating less cash from operations off more revenue, which is concerning.I plan on adding to my position and dollar cost averaging, as Palantir has increased its customer base by 134 YoY and now has other positives, such as an interesting valuation.Michael ViI was very critical of Palantir Technologies Inc. (NYSE:PLTR) after their Q2 earnings call in August, which was reflected in my article, where I went from bullish to neutral inthe blink of an eye. I indicated that I was still bullish on the company's business prospects, but was disappointed with how Alex Karp's (Palantir CEO) commentary and how he conducted himself. After listening to the conference call and reading through the presentation, press release, and Alex Karp's letter to shareholders, I believed there were many things to like, but the original thesis he outlined was changing.Since 2022 isn't playing out according to plan, I need to take a step back and recalculate my projections. Thankfully, the Q3 conference call on 7 November went much better than Q2's, but the results weren't overwhelmingly good. For all of the powerful slides of information embedded within the presentation, the bottom line is that Palantir's revenue growth won't hit Alek Karp's projections, and their margins are being impacted. This is causing the narrative to change. PLTR could still become a great long-term investment, but in the short term, I think shareholders will need to endure unwanted volatility.Seeking AlphaThe ugly part of Q3 and how it is making my projections changeIn Q2 of 2021, PLTR reinforced their long-term outlook of 30%+ revenue growth for 2021 and the next 4 years, bringing them through 2025. PLTR had projected that its 2021 Adjusted FCF (free cash flow) would exceed $300 million in 2021, which would be a 100% increase from its previous outlook. I dislike adjusted numbers and would rather look at straight FCF, which is cash from operations minus CapEx or purchases of property and equipment. In 2021, PLTR ended the year generating $1.54 billion in revenue and $321.22 million of FCF for an FCF margin of 20.83%.I built a model based on PLTR's commentary and their 2021 FCF margin. In my model, which is below, I had PLTR's revenue grow by 30% through 2025, then drop down to 25%, 22%, 19%, 17%, and 15% from years 2026 - 2030. Based on 2021's FCF margin of 20.83%, if these revenue growth numbers were in the ballpark, PLTR would have generated $2.53 billion of FCF in 2030 from $12.16 billion of revenue. Based on a 25x FCF multiple, PLTR would have a $63.30 billion market cap; at a 35x multiple, PLTR would have an $88.62 billion market; and at a 45x multiple, PLTR would have a $113.94 billion market cap. While Q2 made me switch my view because I was worried about how PLTR would be perceived by potential customers, the future looked interesting as there was a clear roadmap to a much larger market cap into 2030 than PLTR had today. All of this ended after the Q3 2022 conference call, and I now need to build a new model.Steven Fiorillo, Palantir, Seeking AlphaPalantirI can no longer use the model I previously based my investment thesis around because PLTR's projections for revenue growth in 2022 have changed, and their margins have decreased significantly. PLTR is now guiding for $1.9 billion of revenue as its midpoint for the fiscal year of 2022. This is a YoY increase of $359.10 million, which is a 23.29% growth rate. The other issue is that PLTR's FCF margin has declined in the first 9-months of operations from 21.07% in 2021 to 7.86% in 2022. In the first 9 months of operations in 2021, PLTR generated $1.11 billion of revenue and $233.64 million of FCF for a 21.07% FCF margin. YTD over the first 9 months of 2022, PLR's revenue has increased by 25.99% YoY ($288.23 million) to $1.4 billion, but its cash from operations has declined by -$95.45 million (-39.70%), and their CapEx has increased by $28.33 million (417.60%), placing its FCF at $109.87 million. PLTR's FCF margin has declined by -13.20 percentage points to 7.86% from 21.07% YoY. As an investor, I need to readjust my investment thesis based on the new information and determine if 2022 is an anomaly or a new normal.PalantirI built 2 models to see where PLTR's numbers could go. My original cash flow projection called for $2.53 billion of FCF from $12.16 billion of revenue in 2030 based on 2021's FCF margin, and my revenue assumptions extrapolated past the 2025 projection from PLTR. In model 1, I chalked 2022 up to an anomaly. If I keep the revenue growth rate the same from 2023-2030 and the FCF margin the same as my previous figures, PLTR will generate $10.2 billion of revenue and $2.12 billion of FCF in 2030.In model 2, I made the assumption that PLTR's revenue growth is downhill from here, and the entire thesis needs to change. 2022 is now projected to be a 23.29% YoY revenue growth rate for PLTR, so I projected accordingly. Instead of 30% growth rates for 2023 - 2025 ,I placed them at 20%, 20%, and 18%. Then I scaled down to 16%, 14%, 12%, 10%, and 8% for years 2026 - 2030. I completely speculated on the FCF margin and placed it at 10% for 2022, and looked at a 15% FCF margin for 2030. Based on these projections, PLTR would generate $5.68 billion of revenue in 2030 and produce $852.54 million of FCF.I don't have a crystal ball, so I don't know which model is more accurate, but 2022 isn't what PLTR had hoped for, and it's certainly not what I had hoped for. PLTR is generating less cash from operations, and its margins are declining, especially its FCF margin. As an investor, I want to see as much cash and FCF generated from operations as possible, and if its revenue is increasing, I would hope that PLTR is generating additional cash from operations. There isn't enough data yet for me to lean in either direction, and I want to see how Q4 turns out and what the first half of 2023 looks like prior to making any decisions. While I still think PLTR has a lot of potential, its numbers have deflated my investment thesis, and I am not nearly as enthusiastic as I once was.Steven Fiorillo, Palantir, Seeking AlphaPalantirThe other aspect I am not thrilled about is PLTR's stock-based compensation (\"SBCU\"), but not for the reasons you may suspect. PLTR is a growth company and they are competing against Microsoft (MSFT), Alphabet (GOOG,GOOGL), and the rest of Silicon Valley for software engineers, in addition to every other company for quality salespeople. I would much rather have PLTR tap the equity markets and issue stock-based compensation to fuel its growth instead of tapping the debt markets. I am willing to undergo some dilution for this as many other successful companies, including Tesla (TSLA), have operated in this fashion.The problem is that there is no clear picture of how stock-based compensation is awarded to its employees. We see the line items of where it's expensed to, but we don't know how it's distributed. In the first 9 months of operations in 2022, stock-based comp has declined -$175.91 million (-28.78%) to $435.40 million YoY, and in Q3, it declined by -$44.53 million (-24.09%) to $140.31 million YoY. While PLTR is utilizing stock-based comp less and less, operationally, PLTR isn't hitting its metrics. Revenue growth is slowing and is projected to come in at 23.29% rather than 30% YoY in 2022, and net dollar retention is stalled at 119% for 2 quarters in a row.As a shareholder, I am fine with PLTR as a growth company utilizing stock-based compensation if it's beneficial to the bottom line. In this case, I am not seeing PLTR deliver operationally, while shareholders are diluted and employees are rewarded with additional shares.By the numbers, 2022 isn't what I had hoped it would be, Q3 earnings weren't entirely bad, and Palantir still has tremendous potential, but the real question is, can they capitalize?Businesses look toward testimonials and customer feedback to provide validation for their product or service. When it comes to enterprise software, real-world use cases and an A-list of clients are critical for future growth. Palantir has changed up its marketing strategy and put together an entire conference called FoundryCon, which was tailored to the U.S commercial market and open to shareholders, global customers, the press, and the general public. Following the opening fireside talk between Alex Karp and Mike Allen (Co-Founder of Axios), presentations from the U.S. Space Systems Command and the National Cancer Institute were delivered, in addition to remarks from companies that included Jacobs, Morgan Stanley, Apache, and Tyson Foods.Tyson Foods CTO Scott Spradley discussed the strategic outcomes that were achieved through transforming their business and generating $200 million in savings across 20 projects. John Rickerman from Jacobs highlighted that they are on track to save $300,000 annually at one of their sites, which was a 20% savings, and they have 300 sites where the same process can be replicated at. Colonel Jennifer Krolikowski stated that 15,000 people would not have been able to be evacuated from Afghanistan without utilizing PLTR's software.PLTR is driving efficiencies and cost benefits for the largest companies and critical government agencies. PLTR is also one of three companies, which includes Amazon (AMZN) and MSFT, that have IL6 Provisional Authorization from the DOD. PLTR's testimonials are from the largest and most respected entities, and this certainly has an impact on future clients.PalantirOnce again, Alek Karp put one of the most bullish slides in the Q3 shareholder letter rather than the Q3 presentation. Quite frankly, this slide is something many investors are probably overlooking, and it is critical for the bull thesis. On a TTM basis in Q3 2020, PLTR's new customer base declined by -29.41%, as they only generated 12 new customers vs. 17 in the year prior. PLTR wasn't a well-known company in 2020, and for those who knew of PLTR, the common perception was that they were a black box company specializing in platforms for the military-industrial complex.PLTR didn't go public until the fall of 2020, and after they did, their new customer base exploded as more information about PLTR was circulated, and companies saw successful use cases from their industry peers. In 2021 PLTR added 49 additional new customers on a TTM basis in Q3, up 408.33% YoY, as they finished with 61 new customers. In Q3 of 2022, PLTR experienced a huge increase in new customers. PLTR's new customer base in Q3 of 2022 on a TTM basis grew by 119.67% or 73 new customers YoY to 134.I wasn't thrilled with the net dollar retention being stuck at 119% for 2 consecutive quarters, but seeing the cohort growth in new customers, there will be plenty of chances to upsell customers and add additional functionality to their contracts. Over the last 2 years, PLTR has added 195 new customers, and while new customer growth has decelerated on a percentage basis, it has increased in size YoY. Based on the previous 2 years, PLTR could end up having 450-500 customers by this time next year. If PLTR replicates its 134 new customer growth over the next 12 months, it will put them at 471 customers.I was very critical of PLTR's revenue growth and margins due to the level of stock-based compensation that has been issued, but there is certainly a thesis that the growth hasn't materialized from their newest customers, and 2022 is an anomaly year from a revenue and margin standpoint.PalantirNo matter how I look at it, PLTR is growing, even though revenue growth will fall short of PLTR's previous projections. Q3 revenue is up 22% YoY, and the U.S. business is still exploding, as it's up 31% YoY. In Q3 PLTR's total contract value closed at $1.3 billion, while they closed 78 deals worth a minimum of $1 million. Of these 78 deals, 32 were at least worth $5 million, and 19 exceeded $10 million. PLTR ended Q3, having closed 273 deals YTD, which is up 63% YoY from 167 in 2021, which drove its total remaining deal value up 14% YoY to $4.1 billion.For all of the shortcomings, there are many aspects to build a bullish thesis around. I am not closing the door on PLTR as I can argue a bullish case to myself in the same fashion I can create a doom and gloom scenario. At the end of the day, PLTR has $2.4 billion of cash on the balance sheet with $0 of debt and is well capitalized for the future. PLTR doesn't have a single concern with rising rates impacting their expenses, and there is a path to profitability and large amounts of FCF in the future. The only questions are, will PLTR continue growing in a similar fashion, and will its new customer base eventually drive additional net dollar retention levels?ConclusionAs a reformed PLTR bull, I am currently neutral on the company. I would need to see revenue get back to the 30%+ projection, margins improve, and expenses either stay in-line or decrease to get bullish again.That being said, I am not bearish and find Palantir's current valuation interesting. I plan on adding more shares and dollar cost averaging, as I am not ready to call it a loss and put this investment in the tax-loss harvesting bucket. I need 3 more quarters of data before making a final decision on PLTR, as there is still a path to billions of FCF in 2030, but the current revenue and margin declines are certainly concerning. As PLTR's numbers have changed, so has my investment thesis, and I will anxiously be awaiting the Q4 earnings report.This article is written by Steven Fiorillo for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"content":"Pls like my post thanks","text":"Pls like my post thanks","html":"Pls like my post thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995088041,"gmtCreate":1661385973985,"gmtModify":1676536508029,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995088041","repostId":"2262677804","repostType":2,"repost":{"id":"2262677804","pubTimestamp":1661384428,"share":"https://ttm.financial/m/news/2262677804?lang=&edition=fundamental","pubTime":"2022-08-25 07:40","market":"us","language":"en","title":"After-Hours Movers: Snowflake Surges on EPS Beat; NVIDIA, Salesforce Fall Post EPS","url":"https://stock-news.laohu8.com/highlight/detail?id=2262677804","media":"StreetInsider","summary":"After-Hours Stock Movers:Snowflake (NYSE: SNOW) 18% HIGHER; reported Q2 EPS of ($0.70), $0.69 worse ","content":"<html><head></head><body><p><b>After-Hours Stock Movers:</b></p><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (NYSE: SNOW) 18% HIGHER; reported Q2 EPS of ($0.70), $0.69 worse than the analyst estimate of ($0.01). Revenue for the quarter came in at $497.25 million versus the consensus estimate of $467.4 million.</p><p>Amwell (NYSE: AMWL) 12% HIGHER; gains on reports from the Washington Post Amazon (NASDAQ: AMZN) will shut down its telehealth offering.</p><p>Splunk (NASDAQ: SPLK) 10% LOWER; reported Q2 EPS of ($1.30), which may not compare to the analyst estimate of ($0.36). Revenue for the quarter came in at $799 million versus the consensus estimate of $748.97 million. Splunk sees Q3 2023 revenue of $835-855 million, versus the consensus of $834.82 million. Splunk sees FY2023 revenue of $3.35-3.4 million, versus the consensus of $3.33 million.</p><p>Salesforce (NYSE: CRM) 7% LOWER; reported Q2 EPS of $1.19, $0.16 better than the analyst estimate of $1.03. Revenue for the quarter came in at $7.72 billion versus the consensus estimate of $7.7 billion. Salesforce sees Q3 2023 EPS of $1.20-$1.21, versus the consensus of $1.29. Salesforce sees Q3 2023 revenue of $7.82-7.83 billion, versus the consensus of $8.07 billion. Salesforce sees FY2023 EPS of $4.71-$4.73, versus the consensus of $4.75. Salesforce sees FY2023 revenue of $30.9-31 billion, versus the consensus of $31.73 billion.</p><p>Autodesk (NASDAQ: ADSK) 6% HIGHER; reported Q2 EPS of $1.65, $0.08 better than the analyst estimate of $1.57. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.22 billion. Autodesk sees FY2023 EPS of $6.52-$6.71, versus the consensus of $6.54. Autodesk sees FY2023 revenue of $4.99-5.04 billion, versus the consensus of $5.01 billion.</p><p>NetApp (NASDAQ: NTAP) 6% HIGHER; reported Q1 EPS of $1.20, $0.10 better than the analyst estimate of $1.10. Revenue for the quarter came in at $1.59 billion versus the consensus estimate of $1.55 billion. NetApp sees Q2 2023 EPS of $1.28-$1.38. NetApp sees Q2 2023 revenue of $1.595-1.745 billion, versus the consensus of $1.66 billion. NetApp sees FY2023 EPS of $5.40-$5.60.</p><p>NVIDIA (NASDAQ: NVDA) 5% LOWER; reported Q2 EPS of $0.51, $0.01 better than the analyst estimate of $0.50. Revenue for the quarter came in at $6.7 billion versus the consensus estimate of $6.83 billion. NVIDIA sees Q3 revenue of $5.90 billion, plus or minus 2%, versus the consensus of $6.92 billion.</p><p>Teladoc (NYSE: TDOC) 5% HIGHER; gains on reports from the Washington Post Amazon (NASDAQ: AMZN) will shut down its telehealth offering.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Movers: Snowflake Surges on EPS Beat; NVIDIA, Salesforce Fall Post EPS</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\">\nAfter-Hours Movers: Snowflake Surges on EPS Beat; NVIDIA, Salesforce Fall Post EPS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20506642><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Snowflake (NYSE: SNOW) 18% HIGHER; reported Q2 EPS of ($0.70), $0.69 worse than the analyst estimate of ($0.01). Revenue for the quarter came in at $497.25 million versus the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20506642\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","NVDA":"英伟达"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20506642","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262677804","content_text":"After-Hours Stock Movers:Snowflake (NYSE: SNOW) 18% HIGHER; reported Q2 EPS of ($0.70), $0.69 worse than the analyst estimate of ($0.01). Revenue for the quarter came in at $497.25 million versus the consensus estimate of $467.4 million.Amwell (NYSE: AMWL) 12% HIGHER; gains on reports from the Washington Post Amazon (NASDAQ: AMZN) will shut down its telehealth offering.Splunk (NASDAQ: SPLK) 10% LOWER; reported Q2 EPS of ($1.30), which may not compare to the analyst estimate of ($0.36). Revenue for the quarter came in at $799 million versus the consensus estimate of $748.97 million. Splunk sees Q3 2023 revenue of $835-855 million, versus the consensus of $834.82 million. Splunk sees FY2023 revenue of $3.35-3.4 million, versus the consensus of $3.33 million.Salesforce (NYSE: CRM) 7% LOWER; reported Q2 EPS of $1.19, $0.16 better than the analyst estimate of $1.03. Revenue for the quarter came in at $7.72 billion versus the consensus estimate of $7.7 billion. Salesforce sees Q3 2023 EPS of $1.20-$1.21, versus the consensus of $1.29. Salesforce sees Q3 2023 revenue of $7.82-7.83 billion, versus the consensus of $8.07 billion. Salesforce sees FY2023 EPS of $4.71-$4.73, versus the consensus of $4.75. Salesforce sees FY2023 revenue of $30.9-31 billion, versus the consensus of $31.73 billion.Autodesk (NASDAQ: ADSK) 6% HIGHER; reported Q2 EPS of $1.65, $0.08 better than the analyst estimate of $1.57. Revenue for the quarter came in at $1.24 billion versus the consensus estimate of $1.22 billion. Autodesk sees FY2023 EPS of $6.52-$6.71, versus the consensus of $6.54. Autodesk sees FY2023 revenue of $4.99-5.04 billion, versus the consensus of $5.01 billion.NetApp (NASDAQ: NTAP) 6% HIGHER; reported Q1 EPS of $1.20, $0.10 better than the analyst estimate of $1.10. Revenue for the quarter came in at $1.59 billion versus the consensus estimate of $1.55 billion. NetApp sees Q2 2023 EPS of $1.28-$1.38. NetApp sees Q2 2023 revenue of $1.595-1.745 billion, versus the consensus of $1.66 billion. NetApp sees FY2023 EPS of $5.40-$5.60.NVIDIA (NASDAQ: NVDA) 5% LOWER; reported Q2 EPS of $0.51, $0.01 better than the analyst estimate of $0.50. Revenue for the quarter came in at $6.7 billion versus the consensus estimate of $6.83 billion. NVIDIA sees Q3 revenue of $5.90 billion, plus or minus 2%, versus the consensus of $6.92 billion.Teladoc (NYSE: TDOC) 5% HIGHER; gains on reports from the Washington Post Amazon (NASDAQ: AMZN) will shut down its telehealth offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999505716,"gmtCreate":1660544848137,"gmtModify":1676533771790,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"huat","listText":"huat","text":"huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999505716","repostId":"1123750774","repostType":4,"repost":{"id":"1123750774","pubTimestamp":1660542875,"share":"https://ttm.financial/m/news/1123750774?lang=&edition=fundamental","pubTime":"2022-08-15 13:54","market":"us","language":"en","title":"Sea Limited: Ready To Emerge From Its Battering","url":"https://stock-news.laohu8.com/highlight/detail?id=1123750774","media":"Seeking Alpha","summary":"SummarySea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofita","content":"<html><head></head><body><p>Summary</p><ul><li><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> heads into its Q2 earnings release on August 16 as market sentiments on unprofitable growth stocks have improved markedly. We are also confident that SE has bottomed out.</li><li>Investors need to parse management&#39;s commentary on whether Shopee&#39;s line of sight towards adjusted EBITDA profitability remains on track, given the macro headwinds.</li><li>Notwithstanding, we noticed that the market seems ready to look past near-term headwinds, lifting buying support for stocks like SE, where a long-term horizon is necessary.</li><li>As such, we revise our rating from Hold to Speculative Buy.</li></ul><h3>Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> is due to report its highly anticipated Q2 earnings release on August 16, amid worsening macro headwinds that have buffeted its e-commerce and gaming peers.</p><p>However, we noted that SE had held its May lows resiliently, as buying support has been robust to undergird its consolidation zone. Therefore, we are confident that even a relatively downcast Q2 print may not impact it markedly as the market looks ahead. Moreover, given the significant battering in SE since its November 2021 highs, the destruction seems almost complete as it has been staging a reversal.</p><p>Coupled with what we believe are more constructive market sentiments for unprofitable speculative stocks, SE looks ready for a re-rating, as its long-term growth story remains intact. Still, a positive Q2 card that indicates that Shopee has continued to gain operating efficiencies would be highly beneficial to lift sentiments further, helping SE to gain further buying support.</p><p>Therefore, we revise our rating on SE from Hold to Speculative Buy.</p><h3>Watch For Margins Improvement From Shopee</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7a1b1be800f7150ec9665d862ddf39b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Sea Limited revenue change % and adjusted net margins % consensus estimates (S&amp;P Cap IQ)</span></p><p>Investors should recall that management reiterated in Q1 that it remains confident of achieving adjusted EBITDA profitability (less HQ costs) for Shopee in FY22. Therefore, we urge investors to parse management&#39;s commentary on whether the company is on track to meet its previous guidance.</p><p>The consensus estimates (bullish) suggest that Sea Limited&#39;s adjusted net margins could hit a bottom in Q2 before reversing higher through FY23. We believe the estimates are reasonable, as it aligns with management&#39;s guidance of improving efficiencies for Shopee.</p><p>Parse Bookings Stabilization For Garena</p><p>As the company&#39;s most important profit driver, we believe investors would likely assess whether Garena&#39;s bookings trends have stabilized in Q2.</p><p>Note that in Q1, Garena notched a -27.3% YoY decline in bookings, demonstrating the end of the pandemic tailwinds as growth normalized markedly. However, investors should recall that management offered some nuggets of hope, as Group CEO Forrest Li highlighted:</p><blockquote>While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. We are assessing the long-term trends in user engagements post-COVID to better tailor our strategies and areas of focus. Building ever more engaging content within Free Fire and strengthening our pipeline of new games remain our key priorities. (Sea Limited FQ1&#39;22 earnings call)</blockquote><p>Recent earnings commentary from Roblox (RBLX) showed that macroeconomic headwinds had impacted bookings and engagement growth. Therefore, in-game spending could continue to come under pressure, and investors should be prepared for some disappointment here. Yet RBLX still finished the week strongly, suggesting that the market has anticipated these challenges and is not concerned about them being structural impediments. Therefore, we look forward to a positive print from Garena showing a slower decline in bookings for Q2.</p><h3>SE&#39;s Price Action Is Constructive Of A Long-Term Bottom</h3><p>We observed that SE has likely staged its long-term bottom in May, as it has based constructively over the past three months. Note that we are taking a more conservative stance with SE, given its unprofitability.</p><p>Coupled with the potential bottoming process in ARK Innovation ETF (ARKK), we are confident that unprofitable, speculative stocks are ready to emerge from hiding.</p><h3>Is SE Stock A Buy, Sell, Or Hold?</h3><p>SE&#39;s pummeling from its November 2021 highs demonstrates the importance of not being overexposed to so-called &#34;high-growth&#34; and unprofitable stocks. The pandemic tailwinds have also distorted investors&#39; assessment of the underlying drivers of their business models.</p><p>While assessing SE&#39;s fair valuation will continue to be an ongoing challenge, we are confident that it has staged its long-term bottom.</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>Sea Limited: Ready To Emerge From Its Battering</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\">\nSea Limited: Ready To Emerge From Its Battering\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 13:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534200-sea-limited-ready-emerge-from-battering><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofitable growth stocks have improved markedly. We are also confident that SE has bottomed out.Investors ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534200-sea-limited-ready-emerge-from-battering\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4534200-sea-limited-ready-emerge-from-battering","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123750774","content_text":"SummarySea Limited heads into its Q2 earnings release on August 16 as market sentiments on unprofitable growth stocks have improved markedly. We are also confident that SE has bottomed out.Investors need to parse management's commentary on whether Shopee's line of sight towards adjusted EBITDA profitability remains on track, given the macro headwinds.Notwithstanding, we noticed that the market seems ready to look past near-term headwinds, lifting buying support for stocks like SE, where a long-term horizon is necessary.As such, we revise our rating from Hold to Speculative Buy.ThesisSea Limited is due to report its highly anticipated Q2 earnings release on August 16, amid worsening macro headwinds that have buffeted its e-commerce and gaming peers.However, we noted that SE had held its May lows resiliently, as buying support has been robust to undergird its consolidation zone. Therefore, we are confident that even a relatively downcast Q2 print may not impact it markedly as the market looks ahead. Moreover, given the significant battering in SE since its November 2021 highs, the destruction seems almost complete as it has been staging a reversal.Coupled with what we believe are more constructive market sentiments for unprofitable speculative stocks, SE looks ready for a re-rating, as its long-term growth story remains intact. Still, a positive Q2 card that indicates that Shopee has continued to gain operating efficiencies would be highly beneficial to lift sentiments further, helping SE to gain further buying support.Therefore, we revise our rating on SE from Hold to Speculative Buy.Watch For Margins Improvement From ShopeeSea Limited revenue change % and adjusted net margins % consensus estimates (S&P Cap IQ)Investors should recall that management reiterated in Q1 that it remains confident of achieving adjusted EBITDA profitability (less HQ costs) for Shopee in FY22. Therefore, we urge investors to parse management's commentary on whether the company is on track to meet its previous guidance.The consensus estimates (bullish) suggest that Sea Limited's adjusted net margins could hit a bottom in Q2 before reversing higher through FY23. We believe the estimates are reasonable, as it aligns with management's guidance of improving efficiencies for Shopee.Parse Bookings Stabilization For GarenaAs the company's most important profit driver, we believe investors would likely assess whether Garena's bookings trends have stabilized in Q2.Note that in Q1, Garena notched a -27.3% YoY decline in bookings, demonstrating the end of the pandemic tailwinds as growth normalized markedly. However, investors should recall that management offered some nuggets of hope, as Group CEO Forrest Li highlighted:While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. We are assessing the long-term trends in user engagements post-COVID to better tailor our strategies and areas of focus. Building ever more engaging content within Free Fire and strengthening our pipeline of new games remain our key priorities. (Sea Limited FQ1'22 earnings call)Recent earnings commentary from Roblox (RBLX) showed that macroeconomic headwinds had impacted bookings and engagement growth. Therefore, in-game spending could continue to come under pressure, and investors should be prepared for some disappointment here. Yet RBLX still finished the week strongly, suggesting that the market has anticipated these challenges and is not concerned about them being structural impediments. Therefore, we look forward to a positive print from Garena showing a slower decline in bookings for Q2.SE's Price Action Is Constructive Of A Long-Term BottomWe observed that SE has likely staged its long-term bottom in May, as it has based constructively over the past three months. Note that we are taking a more conservative stance with SE, given its unprofitability.Coupled with the potential bottoming process in ARK Innovation ETF (ARKK), we are confident that unprofitable, speculative stocks are ready to emerge from hiding.Is SE Stock A Buy, Sell, Or Hold?SE's pummeling from its November 2021 highs demonstrates the importance of not being overexposed to so-called \"high-growth\" and unprofitable stocks. The pandemic tailwinds have also distorted investors' assessment of the underlying drivers of their business models.While assessing SE's fair valuation will continue to be an ongoing challenge, we are confident that it has staged its long-term bottom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980603323,"gmtCreate":1665709917862,"gmtModify":1676537652603,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980603323","repostId":"1142843627","repostType":2,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911754859,"gmtCreate":1664269295171,"gmtModify":1676537422573,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"finally some good news","listText":"finally some good news","text":"finally some good 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19:15","market":"us","language":"en","title":"Stock Futures Waver Ahead of Economic Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1175624114","media":"the wall street journal","summary":"Stock futures were little changed and the dollar rose as investors considered risks to the global ec","content":"<html><head></head><body><p></p><p>Stock futures were little changed and the dollar rose as investors considered risks to the global economy.</p><p>S&amp;P 500 futures added 0.12%, pointing to muted moves for the benchmark index at the opening bell. Dow Jones Industrial Average futures were also up 0.12% and tech-heavy Nasdaq-100 futures gained 0.12%.</p><p><img src=\"https://community-static.tradeup.com/news/ba7308b83f1c98efb24b4ac440543195\" tg-width=\"291\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>Stocks and commodities havefallen in recent sessionson three-pronged concerns for the world economy. In China, Covid-19 lockdowns are curtailing activity and disrupting international supply chains. Europe’s energy crisis is shutting down parts of industry and saddling governments with enormous bills.</p><p>In the U.S., the problem for markets is different. Some investors say the economy is too strong, encouraging the Federal Reserve to keep raising interest rates to curb inflation.</p><p>“Give me a reason why markets should be going up,” said BNP Paribas Asset Management strategist Daniel Morris when asked why markets were down.</p><p>Yields on 10-year U.S. Treasurys slipped to 3.323% from 3.339% Tuesday. Yields fall when bond prices rise. The WSJ Dollar Index gained 0.2% as the U.S. currency advanced against the pound and yen.</p><p>Global stocks were broadly lower as the Stoxx Europe 600 fell 0.6% and Japan’s Nikkei 225 lost 0.7%. Oilprices whipsawed, falling to their lowest level since just before the invasion of Ukraine before recovering to trade 0.26% higher at $93.07 a barrel of Brent crude.</p><p>Chinese trade data showed outbound shipments rose 7.1% from a year earlier in August, slowing from an 18% increase in July. China’s imports increased 0.3% from a year earlier, down from 2.3% growth in July.</p><p>The import data suggest lockdowns are hurting demand in China, while the export figures point to softening global growth, Mr. Morris said. “You are conceivably losing your second biggest global motor of growth because Covid just seems to drag on and on in terms of the restrictions,” he said.</p><p>The British pound extended its decline, losing 0.4% to trade at $1.1480. New Prime MinisterLiz Trusson Thursday is expected to lay out her plan, which could amount to over $100 billion, toprotect households and businessesfrom rising energy prices this winter.</p><p>Later Wednesday, investors will parse a batch of data on the U.S. economy. The Commerce Department reports on U.S. exports and imports of goods and services from July at 8:30 a.m. ET. The Federal Reserve releases its periodic compilation of economic anecdotes collected from businesses around the country, known as the “beige book,” at 2 p.m. ET.</p><p>Fed Vice Chair Lael Brainardis scheduled to give a speech about monetary policy and the economic outlook at 12:40 p.m. ET.</p><p></p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Futures Waver Ahead of Economic Data</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\">\nStock Futures Waver Ahead of Economic Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-09-07-2022-11662546379><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock futures were little changed and the dollar rose as investors considered risks to the global economy.S&P 500 futures added 0.12%, pointing to muted moves for the benchmark index at the opening ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-09-07-2022-11662546379\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-09-07-2022-11662546379","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175624114","content_text":"Stock futures were little changed and the dollar rose as investors considered risks to the global economy.S&P 500 futures added 0.12%, pointing to muted moves for the benchmark index at the opening bell. Dow Jones Industrial Average futures were also up 0.12% and tech-heavy Nasdaq-100 futures gained 0.12%.Stocks and commodities havefallen in recent sessionson three-pronged concerns for the world economy. In China, Covid-19 lockdowns are curtailing activity and disrupting international supply chains. Europe’s energy crisis is shutting down parts of industry and saddling governments with enormous bills.In the U.S., the problem for markets is different. Some investors say the economy is too strong, encouraging the Federal Reserve to keep raising interest rates to curb inflation.“Give me a reason why markets should be going up,” said BNP Paribas Asset Management strategist Daniel Morris when asked why markets were down.Yields on 10-year U.S. Treasurys slipped to 3.323% from 3.339% Tuesday. Yields fall when bond prices rise. The WSJ Dollar Index gained 0.2% as the U.S. currency advanced against the pound and yen.Global stocks were broadly lower as the Stoxx Europe 600 fell 0.6% and Japan’s Nikkei 225 lost 0.7%. Oilprices whipsawed, falling to their lowest level since just before the invasion of Ukraine before recovering to trade 0.26% higher at $93.07 a barrel of Brent crude.Chinese trade data showed outbound shipments rose 7.1% from a year earlier in August, slowing from an 18% increase in July. China’s imports increased 0.3% from a year earlier, down from 2.3% growth in July.The import data suggest lockdowns are hurting demand in China, while the export figures point to softening global growth, Mr. Morris said. “You are conceivably losing your second biggest global motor of growth because Covid just seems to drag on and on in terms of the restrictions,” he said.The British pound extended its decline, losing 0.4% to trade at $1.1480. New Prime MinisterLiz Trusson Thursday is expected to lay out her plan, which could amount to over $100 billion, toprotect households and businessesfrom rising energy prices this winter.Later Wednesday, investors will parse a batch of data on the U.S. economy. The Commerce Department reports on U.S. exports and imports of goods and services from July at 8:30 a.m. ET. The Federal Reserve releases its periodic compilation of economic anecdotes collected from businesses around the country, known as the “beige book,” at 2 p.m. ET.Fed Vice Chair Lael Brainardis scheduled to give a speech about monetary policy and the economic outlook at 12:40 p.m. ET.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993926840,"gmtCreate":1660615557983,"gmtModify":1676536366232,"author":{"id":"4092135148477260","authorId":"4092135148477260","name":"caos","avatar":"https://community-static.tradeup.com/news/39ceb9524a0e11632d05b9487dfeb0ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092135148477260","authorIdStr":"4092135148477260"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993926840","repostId":"1191852814","repostType":2,"repost":{"id":"1191852814","pubTimestamp":1660615173,"share":"https://ttm.financial/m/news/1191852814?lang=&edition=fundamental","pubTime":"2022-08-16 09:59","market":"us","language":"en","title":"Ray Dalio's Bridgewater Takes Fresh Stakes in Rivian, Amazon, Exits Alibaba, JD.Com","url":"https://stock-news.laohu8.com/highlight/detail?id=1191852814","media":"Seeking Alpha","summary":"Ray Dalio's Bridgewater Associates took new stakes in electric-vehicle startup Rivian Automotive, ac","content":"<html><head></head><body><p>Ray Dalio&#39;s Bridgewater Associates took new stakes in electric-vehicle startup <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive</a>, acquiring 62.8K shares, ecommerce giant <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, buying 149.2K shares and <a href=\"https://laohu8.com/S/SE\">Sea</a> with 459.2K shares during the secondquarter, it recently disclosed in a 13Ffiling.</p><p>The fund exited stakes in <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> and <a href=\"https://laohu8.com/S/JD\">JD.com</a>.</p><p>Boosted its holdings in <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> to 586.6K shares from 10.9K shares, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> to 49.1K shares from 1.7K shares, <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> to 3.14M shares from 1.21M shares, and Mastercard (MA) to 485.2K shares from 36.1K shares.</p><p>Trimmed down its positions in <a href=\"https://laohu8.com/S/PEP\">PepsiCo </a> to 3.81M shares from 4.17M shares, Linde (LIN) to 52.5K shares from 276.3K shares, and Procter &amp; Gamble (PG) to 6.74M shares from 6.82M shares.</p><p>In the first quarter, Bridgewater Associates invests in Berkshire Hathaway,exits Tesla.</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>Ray Dalio's Bridgewater Takes Fresh Stakes in Rivian, Amazon, Exits Alibaba, JD.Com</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\">\nRay Dalio's Bridgewater Takes Fresh Stakes in Rivian, Amazon, Exits Alibaba, JD.Com\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3873347-ray-dalios-bridgewater-takes-fresh-stakes-in-rivian-amazon-exits-alibaba-jdcom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ray Dalio's Bridgewater Associates took new stakes in electric-vehicle startup Rivian Automotive, acquiring 62.8K shares, ecommerce giant Amazon, buying 149.2K shares and Sea with 459.2K shares during...</p>\n\n<a href=\"https://seekingalpha.com/news/3873347-ray-dalios-bridgewater-takes-fresh-stakes-in-rivian-amazon-exits-alibaba-jdcom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","AMZN":"亚马逊","BABA":"阿里巴巴","META":"Meta Platforms, Inc.","MA":"万事达","PEP":"百事可乐","RIVN":"Rivian Automotive, Inc."},"source_url":"https://seekingalpha.com/news/3873347-ray-dalios-bridgewater-takes-fresh-stakes-in-rivian-amazon-exits-alibaba-jdcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191852814","content_text":"Ray Dalio's Bridgewater Associates took new stakes in electric-vehicle startup Rivian Automotive, acquiring 62.8K shares, ecommerce giant Amazon, buying 149.2K shares and Sea with 459.2K shares during the secondquarter, it recently disclosed in a 13Ffiling.The fund exited stakes in Alibaba and JD.com.Boosted its holdings in Meta Platforms to 586.6K shares from 10.9K shares, Alphabet  to 49.1K shares from 1.7K shares, CVS Health to 3.14M shares from 1.21M shares, and Mastercard (MA) to 485.2K shares from 36.1K shares.Trimmed down its positions in PepsiCo  to 3.81M shares from 4.17M shares, Linde (LIN) to 52.5K shares from 276.3K shares, and Procter & Gamble (PG) to 6.74M shares from 6.82M shares.In the first quarter, Bridgewater Associates invests in Berkshire Hathaway,exits Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}