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DarrenKent

DarrenKent

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12-22 19:12

$Tesla Motors(TSLA)$ Actually majority of Tesla owners and buyers are democrats (I would choose a different car brand tbh if Im a Dem), hopefully Musk can get Maga to buy Tesla.

11-28

$SoFi Technologies Inc.(SOFI)$

11-27

$Upstart Holdings, Inc.(UPST)$

10-17

Please sell. Queueing at 38

Palantir Q3 Preview: I Have Strong Expectations, But It's Time To Sell

09-05

$NIO Inc.(NIO)$ LFG!

09-04

$CuriosityStream Inc.(CURI)$ Finally you are punching up

09-03

$Helmerich & Payne(HP)$ I bought this thinking its HP Inc

07-14

2nd Amendment - Thought & Prayers

Trump Is "Fine" And Shooter Dead After Chaos Erupts At Rally

07-10

$Bilibili Inc.(BILI)$

06-15

$NIO Inc.(NIO)$ Yea baby the next Tesla

05-06

I hope it jumps to $30 soon

NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers

03-22

$NIO Inc.(NIO)$ DCA every chance i get

03-19

$NIO Inc.(NIO)$ I have 5000 averaging at 8.4 because Ive being DCAing like mad. I trust that Li will deliver the profit. He really seems like a visionary that can change the car industry

01-31

$Paramount Global(PARA)$ What shud we do next during this potential buy out

01-31

$NIO Inc.(NIO)$ Pls rocket to $60 one day

01-25

Wow that portfolio looks painful

My 5-Year Cannabis Investing Plan, Updated

01-17

$Alibaba(BABA)$ Im averaging at 73.5 with a small position. Going to average down more, it has to gap up some day right?! Haha

01-09

$Sunworks(SUNW)$ I hope this pops when the economy returns to normal

2023-12-15

$TPI Composites(TPIC)$ Yea babyyyyyyy

2023-12-08

$Golden Heaven Group Ltd.(GDHG)$ What the hell happened? Is this a buying opportunity?

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Actually majority of Tesla owners and buyers are democrats (I would choose a different car brand tbh if Im a Dem), hopefully Musk can get Maga to buy Tesla.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Actually majority of Tesla owners and buyers are democrats (I would choose a different car brand tbh if Im a Dem), hopefully Musk can get Maga to buy Tesla.","text":"$Tesla Motors(TSLA)$ Actually majority of Tesla owners and buyers are democrats (I would choose a different car brand tbh if Im a Dem), hopefully Musk can get Maga to buy Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384344110235928","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375609080717352,"gmtCreate":1732732655899,"gmtModify":1732732657047,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375609080717352","isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375177586950528,"gmtCreate":1732638399189,"gmtModify":1732638401007,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Upstart Holdings, Inc.(UPST)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375177586950528","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360985536761952,"gmtCreate":1729171328831,"gmtModify":1729171332472,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"Please sell. Queueing at 38","listText":"Please sell. Queueing at 38","text":"Please sell. Queueing at 38","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360985536761952","repostId":"2475993195","repostType":2,"repost":{"id":"2475993195","kind":"highlight","pubTimestamp":1729171236,"share":"https://ttm.financial/m/news/2475993195?lang=&edition=fundamental","pubTime":"2024-10-17 21:20","market":"hk","language":"en","title":"Palantir Q3 Preview: I Have Strong Expectations, But It's Time To Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2475993195","media":"seekingalpha","summary":"Palantir is significantly overvalued, with a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3, making it a high-risk investment.Despite expected strong Q3 results - I es","content":"<html><head></head><body><p>Palantir is significantly overvalued, with a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3, making it a high-risk investment.</p><ul style=\"\"><li><p>Despite expected strong Q3 results - I estimate 35% year-over-year normalized EPS growth and $710 million in revenue - the current valuation is unsustainable.</p></li><li><p>The Company&#39;s commercial revenue growth, driven by its AI Platform and boot camps, is promising, but its reliance on wartime economics poses long-term risks.</p></li><li><p>Given the speculative nature of its current valuation, consider selling PLTR stock now, as a significant correction is likely.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bc84878f7f64c798e4844d3f47212f8c\" title=\"\" tg-width=\"750\" tg-height=\"422\"/></p><p></p><p></p><p>In my last analysis of Palantir (NYSE:PLTR), it was clear to me that the company was overvalued based on its fundamentals. However, despite this, the stock has increased by 45% since the article. Although it may be disappointing to lose out on these gains in the short term, over the long term, I think those on the sidelines will be quite pleased that they did not allocate to the company during the current high valuations. To put it simply, I estimate that Palantir will likely be weighed down by the market in due course (not as a result of operational defects, but simply as a result of excessive enthusiasm from the market initially).</p><p>Now, with Q3 results approaching, I am still very skeptical of the viability of Palantir as a long-term holding due to its valuation. However, I expect that the company will report very strong Q3 results. My estimate is above management&#39;s guidance for revenue, and my normalized EPS year-over-year growth estimate is above the consensus. That being noted, this has to be placed into context. Palantir is currently significantly overvalued based on my fundamental peer analysis of the company alongside NVIDIA (NVDA) and Tesla (TSLA). I consider now to be a very poor time to initiate or add to a position. I also believe at the present valuation, selling is valid.</p><h2 id=\"id_4076881681\">Q3 Earnings Preview: Strong Results Expected Amid Speculative Valuation</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6ab218137e422f21adcc44c1752f7e5\" title=\"\" tg-width=\"553\" tg-height=\"116\"/></p><p></p><p>Firstly, Palantir has been placing more emphasis on its commercial revenue growth recently. This has been supported by Palantir&#39;s Artificial Intelligence Platform (&#39;AIP&#39;), which has been facilitated by rapid customer onboarding through initiatives like AIP boot camps. I expect management to put particular emphasis on this in the Q3 earnings call - AIP&#39;s adoption is not limited to existing Palantir customers using Foundry or Gotham, so it also gives smaller-scale customers a chance to engage with Palantir&#39;s AI capabilities. This has broadened the company&#39;s target market, and I expect this to have supported its revenue growth in Q3 significantly.</p><p>In Q2 2024, Palantir&#39;s U.S. commercial customer count grew by 83% year-over-year and 13% quarter-over-quarter, reaching 295 customers. This trend is likely to continue through Q3, driven by the increasing adoption of AIP. Furthermore, Palantir&#39;s net revenue retention rate was 114% in Q2 2024, up from 110% a year ago. This is significant because, for quite some time, the company had been neglecting to report this transparently, according to a report from Nanalyze:</p><blockquote><p>In 2021, Palantir provided this metric across all four of their revenue segments (<em>government, commercial, U.S. government, U.S. commercial</em>). Then, they started providing it at an aggregate only, and finally swept it into the footnotes when the trend started looking like this. [see below] - Nanalyze</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/407cfa2c7ba11a7808498d1d8c53838e\" title=\"\" tg-width=\"640\" tg-height=\"442\"/></p></blockquote><p>I feel positive about the uptrend recently (in results following the graph&#39;s timeframe), and I expect we might even see some further progress on this in Q3. However, a big part of this could be due to momentum from Palantir&#39;s focus on sales at the moment, including from its boot camps. As a 120% net revenue retention rate is considered average in SaaS, and with Palantir still likely to report below this in Q3, I&#39;m certainly cautious given the company&#39;s incredibly high valuation at the moment.</p><p>The fact that Palantir is focusing on its commercial revenues is positive, in my opinion, as while it is exposed to wartime economics, I expect this will not be a heavy revenue generator for Palantir over the long term. Primarily, I believe this because, from my analysis, while international relations are tense at the moment, the nature of warfare today - with nuclear deterrents threatening species extinction - makes large-scale conflict less likely to manifest. Tensions with Russia are likely to ease in the long term if the U.S. does not prioritize NATO expansion, and the Taiwan issue with China seems more like a tension over international relations than an economic power struggle. This is especially true as TSMC (TSM) continues to diversify internationally. Based on my macroeconomic analysis, with potential changes in the White House and stronger value-driven leadership in Western global politics, the need for Palantir&#39;s heavy defense capabilities could diminish over time. That said, at present, geopolitical tensions remain high. Therefore, strong growth in Palantir&#39;s Q3 government revenues is quite likely, in my view. In Q2, its U.S. government revenue grew 24% year-over-year and 8% quarter-over-quarter to $278 million. In Q3 2023, its government revenue grew by 12% year-over-year. I estimate Palantir may report 20% or higher year-over-year government revenue growth in Q3, given the current geopolitical climate.</p><p>For Q3, I estimate that the company will achieve 35% year-over-year normalized EPS growth (largely supported by the fact that the company has emphasized profitability in recent reports) and total revenue of $710 million (due to substantial tailwinds from its AIP and boot camp models, with particular growth accruing from its commercial contracts). Therefore, I am very bullish on Palantir from a pure operational and financial front leading up to the results. I even expect that the stock could rally following the Q3 report. However, let me tell you why Palantir is not a good long-term investment at the present valuation.</p><h2 id=\"id_2465245156\">Valuation Update: Significantly Overvalued And Highly Speculative</h2><p>As I mentioned, since my last analysis, Palantir stock has gained 45% in price. This makes the investment problematic for fundamentally oriented, long-term investors like myself. Palantir now trades at a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3. This makes the investment very high risk, given how high these ratios are compared to its other high-growth technology peers.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3151f7109297dd147566cc38b3bb59c4\" title=\"\" tg-width=\"640\" tg-height=\"185\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79230de95ba96ccf87884b16e1a5df21\" title=\"\" tg-width=\"635\" tg-height=\"456\"/></p><p></p><p>Based on the above charts, there is no strong fundamental reason why Palantir should be valued as highly as it currently is. In fact, allocating to Palantir at such a high valuation, based on its future growth prospects, is largely speculative. Therefore, I believe it is prudent for investors to question whether allocating to Palantir at its present valuation is wise or misguided (with some discernment, I expect the consensus should lean toward the latter). That said, given the market&#39;s irrational tendency to trade on momentum and sentiment - especially with strong Q3 results likely - further speculative valuation gains could compound in the near term. I strongly urge investors to view these as &#39;unrealized gains.&#39; I believe Palantir stock is due for a significant correction.</p><p>I have maintained that a price-to-sales ratio of approximately 17.5 is fair for Palantir, and I still consider this accurate today. Whether the market corrects the company&#39;s valuation to this level in a year, two years, or five years is immaterial to me. If I plan to hold Palantir for ten years or more based on its long-term operational prospects, now is not an ideal time to invest. My fair value P/S ratio of 17.5 suggests that the company is more than 120% overvalued, given its current TTM P/S ratio of 38.6 (based on a rational, relative market valuation compared to other distinct, one-of-a-kind companies like Tesla and NVIDIA).</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>Tesla</strong></p></td><td style=\"text-align:left;\"><p><strong>NVIDIA</strong></p></td><td style=\"text-align:left;\"><p><strong>Palantir</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward operating cash flow growth</strong></p></td><td style=\"text-align:left;\"><p>1.8%</p></td><td style=\"text-align:left;\"><p>150.4%</p></td><td style=\"text-align:left;\"><p>69.5%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward price-to-cash-flow ratio</strong></p></td><td style=\"text-align:left;\"><p>59.5</p></td><td style=\"text-align:left;\"><p>49.4</p></td><td style=\"text-align:left;\"><p>111.3</p></td></tr></tbody></table><p></p><h2 id=\"id_3584310631\">Risks Review</h2><ul style=\"\"><li><p>Palantir is operationally strong, but investors should not lose sight of the fundamentally oriented value investing principles that keep portfolios steady over the long term. Buying Palantir at an EV-to-sales ratio greater than technology peers NVIDIA and Tesla is foolish. Investors should consider selling because we are unlikely to see the current stock price for a while once a correction ensues.</p></li><li><p>While management has carefully diversified the business between government and commercial sectors, it is still dependent on wartime economics for a substantial portion of its growth trajectory. I don&#39;t particularly like this, especially as over the long term my analysis convinces me that international relations should stabilize and the need for heightened defense mechanisms in times of war will be much lower than current tensions may temporarily indicate. This is why I am much more supportive of Palantir&#39;s government sector prospects, and I am pleased it is growing this segment substantially at the moment.</p></li></ul><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>Palantir Q2 2024</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Government Revenue</strong></p></td><td style=\"text-align:left;\"><p>54.7%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Commercial Revenue</strong></p></td><td style=\"text-align:left;\"><p>45.3%</p></td></tr></tbody></table><p></p><ul style=\"\"><li><p>Despite growth in its commercial revenues, Palantir still faces a conflict of interest between commercial growth and defense growth. Investors may argue that Palantir&#39;s diversified focus between the two sectors acts as a synergy, but I believe a heavier commercial emphasis will take precedence over time. This is likely to cause periods of revenue and operational instability, as the company will have to reallocate resources and remain agile amid market dynamics. This creates pockets of weakness, which could open up weak earnings reports, toppling its unstable valuation held up on speculative sentiment.</p></li></ul><h2 id=\"id_276150446\">Conclusion</h2><p>Palantir is certainly a U.S. defense asset and a viable long-term holding, but not at the current valuation. Every portfolio needs to be risk managed, and after Palantir&#39;s recent price expansion and the fact that medium-term scaling of its revenues in a manner achieved by NVIDIA is unlikely, there is no reason why it should be trading at a higher EV-to-sales ratio. While I strongly believe in the long-term growth of Palantir operationally, I consider now a good time to sell. Value is everything in long-term investing, and Palantir is overvalued amid high levels of speculation over its future growth rates related to unique offerings in classified AI.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Q3 Preview: I Have Strong Expectations, But It's Time To Sell</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 Q3 Preview: I Have Strong Expectations, But It's Time To Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-17 21:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4727007-palantir-q3-preview-i-have-strong-expectations-but-its-time-to-sell><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is significantly overvalued, with a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3, making it a high-risk investment.Despite expected strong Q3 results - I ...</p>\n\n<a href=\"https://seekingalpha.com/article/4727007-palantir-q3-preview-i-have-strong-expectations-but-its-time-to-sell\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","BK4547":"WSB热门概念","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://seekingalpha.com/article/4727007-palantir-q3-preview-i-have-strong-expectations-but-its-time-to-sell","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2475993195","content_text":"Palantir is significantly overvalued, with a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3, making it a high-risk investment.Despite expected strong Q3 results - I estimate 35% year-over-year normalized EPS growth and $710 million in revenue - the current valuation is unsustainable.The Company's commercial revenue growth, driven by its AI Platform and boot camps, is promising, but its reliance on wartime economics poses long-term risks.Given the speculative nature of its current valuation, consider selling PLTR stock now, as a significant correction is likely.In my last analysis of Palantir (NYSE:PLTR), it was clear to me that the company was overvalued based on its fundamentals. However, despite this, the stock has increased by 45% since the article. Although it may be disappointing to lose out on these gains in the short term, over the long term, I think those on the sidelines will be quite pleased that they did not allocate to the company during the current high valuations. To put it simply, I estimate that Palantir will likely be weighed down by the market in due course (not as a result of operational defects, but simply as a result of excessive enthusiasm from the market initially).Now, with Q3 results approaching, I am still very skeptical of the viability of Palantir as a long-term holding due to its valuation. However, I expect that the company will report very strong Q3 results. My estimate is above management's guidance for revenue, and my normalized EPS year-over-year growth estimate is above the consensus. That being noted, this has to be placed into context. Palantir is currently significantly overvalued based on my fundamental peer analysis of the company alongside NVIDIA (NVDA) and Tesla (TSLA). I consider now to be a very poor time to initiate or add to a position. I also believe at the present valuation, selling is valid.Q3 Earnings Preview: Strong Results Expected Amid Speculative ValuationFirstly, Palantir has been placing more emphasis on its commercial revenue growth recently. This has been supported by Palantir's Artificial Intelligence Platform ('AIP'), which has been facilitated by rapid customer onboarding through initiatives like AIP boot camps. I expect management to put particular emphasis on this in the Q3 earnings call - AIP's adoption is not limited to existing Palantir customers using Foundry or Gotham, so it also gives smaller-scale customers a chance to engage with Palantir's AI capabilities. This has broadened the company's target market, and I expect this to have supported its revenue growth in Q3 significantly.In Q2 2024, Palantir's U.S. commercial customer count grew by 83% year-over-year and 13% quarter-over-quarter, reaching 295 customers. This trend is likely to continue through Q3, driven by the increasing adoption of AIP. Furthermore, Palantir's net revenue retention rate was 114% in Q2 2024, up from 110% a year ago. This is significant because, for quite some time, the company had been neglecting to report this transparently, according to a report from Nanalyze:In 2021, Palantir provided this metric across all four of their revenue segments (government, commercial, U.S. government, U.S. commercial). Then, they started providing it at an aggregate only, and finally swept it into the footnotes when the trend started looking like this. [see below] - NanalyzeI feel positive about the uptrend recently (in results following the graph's timeframe), and I expect we might even see some further progress on this in Q3. However, a big part of this could be due to momentum from Palantir's focus on sales at the moment, including from its boot camps. As a 120% net revenue retention rate is considered average in SaaS, and with Palantir still likely to report below this in Q3, I'm certainly cautious given the company's incredibly high valuation at the moment.The fact that Palantir is focusing on its commercial revenues is positive, in my opinion, as while it is exposed to wartime economics, I expect this will not be a heavy revenue generator for Palantir over the long term. Primarily, I believe this because, from my analysis, while international relations are tense at the moment, the nature of warfare today - with nuclear deterrents threatening species extinction - makes large-scale conflict less likely to manifest. Tensions with Russia are likely to ease in the long term if the U.S. does not prioritize NATO expansion, and the Taiwan issue with China seems more like a tension over international relations than an economic power struggle. This is especially true as TSMC (TSM) continues to diversify internationally. Based on my macroeconomic analysis, with potential changes in the White House and stronger value-driven leadership in Western global politics, the need for Palantir's heavy defense capabilities could diminish over time. That said, at present, geopolitical tensions remain high. Therefore, strong growth in Palantir's Q3 government revenues is quite likely, in my view. In Q2, its U.S. government revenue grew 24% year-over-year and 8% quarter-over-quarter to $278 million. In Q3 2023, its government revenue grew by 12% year-over-year. I estimate Palantir may report 20% or higher year-over-year government revenue growth in Q3, given the current geopolitical climate.For Q3, I estimate that the company will achieve 35% year-over-year normalized EPS growth (largely supported by the fact that the company has emphasized profitability in recent reports) and total revenue of $710 million (due to substantial tailwinds from its AIP and boot camp models, with particular growth accruing from its commercial contracts). Therefore, I am very bullish on Palantir from a pure operational and financial front leading up to the results. I even expect that the stock could rally following the Q3 report. However, let me tell you why Palantir is not a good long-term investment at the present valuation.Valuation Update: Significantly Overvalued And Highly SpeculativeAs I mentioned, since my last analysis, Palantir stock has gained 45% in price. This makes the investment problematic for fundamentally oriented, long-term investors like myself. Palantir now trades at a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3. This makes the investment very high risk, given how high these ratios are compared to its other high-growth technology peers.Based on the above charts, there is no strong fundamental reason why Palantir should be valued as highly as it currently is. In fact, allocating to Palantir at such a high valuation, based on its future growth prospects, is largely speculative. Therefore, I believe it is prudent for investors to question whether allocating to Palantir at its present valuation is wise or misguided (with some discernment, I expect the consensus should lean toward the latter). That said, given the market's irrational tendency to trade on momentum and sentiment - especially with strong Q3 results likely - further speculative valuation gains could compound in the near term. I strongly urge investors to view these as 'unrealized gains.' I believe Palantir stock is due for a significant correction.I have maintained that a price-to-sales ratio of approximately 17.5 is fair for Palantir, and I still consider this accurate today. Whether the market corrects the company's valuation to this level in a year, two years, or five years is immaterial to me. If I plan to hold Palantir for ten years or more based on its long-term operational prospects, now is not an ideal time to invest. My fair value P/S ratio of 17.5 suggests that the company is more than 120% overvalued, given its current TTM P/S ratio of 38.6 (based on a rational, relative market valuation compared to other distinct, one-of-a-kind companies like Tesla and NVIDIA).TeslaNVIDIAPalantirForward operating cash flow growth1.8%150.4%69.5%Forward price-to-cash-flow ratio59.549.4111.3Risks ReviewPalantir is operationally strong, but investors should not lose sight of the fundamentally oriented value investing principles that keep portfolios steady over the long term. Buying Palantir at an EV-to-sales ratio greater than technology peers NVIDIA and Tesla is foolish. Investors should consider selling because we are unlikely to see the current stock price for a while once a correction ensues.While management has carefully diversified the business between government and commercial sectors, it is still dependent on wartime economics for a substantial portion of its growth trajectory. I don't particularly like this, especially as over the long term my analysis convinces me that international relations should stabilize and the need for heightened defense mechanisms in times of war will be much lower than current tensions may temporarily indicate. This is why I am much more supportive of Palantir's government sector prospects, and I am pleased it is growing this segment substantially at the moment.Palantir Q2 2024Government Revenue54.7%Commercial Revenue45.3%Despite growth in its commercial revenues, Palantir still faces a conflict of interest between commercial growth and defense growth. Investors may argue that Palantir's diversified focus between the two sectors acts as a synergy, but I believe a heavier commercial emphasis will take precedence over time. This is likely to cause periods of revenue and operational instability, as the company will have to reallocate resources and remain agile amid market dynamics. This creates pockets of weakness, which could open up weak earnings reports, toppling its unstable valuation held up on speculative sentiment.ConclusionPalantir is certainly a U.S. defense asset and a viable long-term holding, but not at the current valuation. Every portfolio needs to be risk managed, and after Palantir's recent price expansion and the fact that medium-term scaling of its revenues in a manner achieved by NVIDIA is unlikely, there is no reason why it should be trading at a higher EV-to-sales ratio. While I strongly believe in the long-term growth of Palantir operationally, I consider now a good time to sell. Value is everything in long-term investing, and Palantir is overvalued amid high levels of speculation over its future growth rates related to unique offerings in classified AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346112310567088,"gmtCreate":1725537256908,"gmtModify":1725537260854,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> LFG!","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> LFG!","text":"$NIO Inc.(NIO)$ LFG!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346112310567088","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345843196264720,"gmtCreate":1725461147753,"gmtModify":1725461151594,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CURI\">$CuriosityStream Inc.(CURI)$</a> Finally you are punching up","listText":"<a href=\"https://ttm.financial/S/CURI\">$CuriosityStream Inc.(CURI)$</a> Finally you are punching up","text":"$CuriosityStream Inc.(CURI)$ Finally you are punching up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345843196264720","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345260017442864,"gmtCreate":1725320096933,"gmtModify":1725320100910,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HP\">$Helmerich &amp; Payne(HP)$</a> I bought this thinking its HP Inc","listText":"<a href=\"https://ttm.financial/S/HP\">$Helmerich &amp; Payne(HP)$</a> I bought this thinking its HP Inc","text":"$Helmerich & Payne(HP)$ I bought this thinking its HP Inc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345260017442864","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327190143537352,"gmtCreate":1720913773270,"gmtModify":1720922954064,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"2nd Amendment - Thought &amp; Prayers","listText":"2nd Amendment - Thought &amp; Prayers","text":"2nd Amendment - Thought & Prayers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327190143537352","repostId":"1155736085","repostType":2,"repost":{"id":"1155736085","kind":"news","pubTimestamp":1720913466,"share":"https://ttm.financial/m/news/1155736085?lang=&edition=fundamental","pubTime":"2024-07-14 07:31","market":"us","language":"en","title":"Trump Is \"Fine\" And Shooter Dead After Chaos Erupts At Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1155736085","media":"Bloomberg","summary":"Two people have died after gunshots were fired at a Donald Trump rally in Pennsylvania - with the injured former president rushed off stage by armed security.Butler County District attorney told the A","content":"<html><head></head><body><ul style=\"\"><li><p>The shooter and one bystander are dead, Butler County DA says</p></li><li><p>Former president is being checked at local medical facility</p></li></ul><p>Former President Donald Trump is being evaluated at a medical facility but is “fine” after an incident where he was rushed off stage during a rally in Butler, Pennsylvania, his campaign said.</p><p>The shooter is dead, one bystander at the rally also died, and a third person is critically injured, the Butler County district attorney said.</p><p>“President Trump thanks law enforcement and first responders for their quick action during this heinous act,” Trump spokesman Stephen Cheung said in a statement Saturday. “He is fine and is being checked out at a local medical facility. More details will follow.”</p><p>Trump was seen grabbing at his ear after a loud popping noise was heard at the rally. Secret Service agents rushed to the stage, yelling “get down” and formed a circle around the former president.</p><p>After slowly standing up, Trump repeatedly pumped his fist in the air and waved to the crowd before exiting the stage in a ring of agents. He appeared to have blood on his right ear. Other people at the rally also appeared to be injured, according to a person at the event.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4234a9e4aa232818b0537608c7203fb1\" alt=\"\" title=\"\" tg-width=\"2048\" tg-height=\"1365\"/></p><p>The US Secret Service said in a statement that Trump was safe and that they had implemented protective measures.</p><p>“This is now an active Secret Service investigation and further information will be released when available,” Anthony Guglielmi, a spokesman for the agency said in a post on X.</p><p>Immediately after shots were fired rally attendees dove to the ground, ducking for cover. Police told onlookers to leave the event. Many listened and rushed off, particularly those with kids. Others milled around and there were a couple instances of small fights that broke out between people as they made their way out.</p><p>The incident happened about 6:13 p.m. New York time, just a few minutes after Trump began speaking on stage.</p><p>David McCormick, the former Bridgewater Associates chief executive officer turned Republican Senate candidate, was at the rally.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3a4289af3df0c3b873e1af569a23ae82\" alt=\"Donald Trump is rushed offstage during a rally.Photo by Anna Moneymaker/Getty Images\" title=\"Donald Trump is rushed offstage during a rally.Photo by Anna Moneymaker/Getty Images\" tg-width=\"3726\" tg-height=\"2484\"/><span>Donald Trump is rushed offstage during a rally.Photo by Anna Moneymaker/Getty Images</span></p><p>President Joe Biden said he was “grateful” to hear Trump was “safe and doing well.”</p><p>“I’m praying for him and his family and for all those who were at the rally, as we await further information,” Biden said. “Jill and I are grateful to the Secret Service for getting him to safety. There’s no place for this kind of violence in America. We must unite as one nation to condemn it.”</p><p>Biden was briefed on the incident by Secret Service Director Kimberly Cheatle, Department of Homeland Security Secretary Alejandro Mayorkas, and Homeland Security Advisor Liz Sherwood-Randall. The president’s chief of staff and other aides also participated in the briefing.</p><p>Trump was visiting swing-state Pennsylvania for his last rally before the Republican National Convention begins on Monday, and as he is preparing to announce his vice presidential pick.</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>Trump Is \"Fine\" And Shooter Dead After Chaos Erupts At Rally</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\">\nTrump Is \"Fine\" And Shooter Dead After Chaos Erupts At Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-14 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-07-13/trump-rushed-off-stage-at-pennsylvania-rally><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The shooter and one bystander are dead, Butler County DA saysFormer president is being checked at local medical facilityFormer President Donald Trump is being evaluated at a medical facility but is “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-07-13/trump-rushed-off-stage-at-pennsylvania-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"https://www.bloomberg.com/news/articles/2024-07-13/trump-rushed-off-stage-at-pennsylvania-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155736085","content_text":"The shooter and one bystander are dead, Butler County DA saysFormer president is being checked at local medical facilityFormer President Donald Trump is being evaluated at a medical facility but is “fine” after an incident where he was rushed off stage during a rally in Butler, Pennsylvania, his campaign said.The shooter is dead, one bystander at the rally also died, and a third person is critically injured, the Butler County district attorney said.“President Trump thanks law enforcement and first responders for their quick action during this heinous act,” Trump spokesman Stephen Cheung said in a statement Saturday. “He is fine and is being checked out at a local medical facility. More details will follow.”Trump was seen grabbing at his ear after a loud popping noise was heard at the rally. Secret Service agents rushed to the stage, yelling “get down” and formed a circle around the former president.After slowly standing up, Trump repeatedly pumped his fist in the air and waved to the crowd before exiting the stage in a ring of agents. He appeared to have blood on his right ear. Other people at the rally also appeared to be injured, according to a person at the event.The US Secret Service said in a statement that Trump was safe and that they had implemented protective measures.“This is now an active Secret Service investigation and further information will be released when available,” Anthony Guglielmi, a spokesman for the agency said in a post on X.Immediately after shots were fired rally attendees dove to the ground, ducking for cover. Police told onlookers to leave the event. Many listened and rushed off, particularly those with kids. Others milled around and there were a couple instances of small fights that broke out between people as they made their way out.The incident happened about 6:13 p.m. New York time, just a few minutes after Trump began speaking on stage.David McCormick, the former Bridgewater Associates chief executive officer turned Republican Senate candidate, was at the rally.Donald Trump is rushed offstage during a rally.Photo by Anna Moneymaker/Getty ImagesPresident Joe Biden said he was “grateful” to hear Trump was “safe and doing well.”“I’m praying for him and his family and for all those who were at the rally, as we await further information,” Biden said. “Jill and I are grateful to the Secret Service for getting him to safety. There’s no place for this kind of violence in America. We must unite as one nation to condemn it.”Biden was briefed on the incident by Secret Service Director Kimberly Cheatle, Department of Homeland Security Secretary Alejandro Mayorkas, and Homeland Security Advisor Liz Sherwood-Randall. The president’s chief of staff and other aides also participated in the briefing.Trump was visiting swing-state Pennsylvania for his last rally before the Republican National Convention begins on Monday, and as he is preparing to announce his vice presidential pick.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325842571022368,"gmtCreate":1720575616327,"gmtModify":1720575619865,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Bilibili Inc.(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325842571022368","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317012236218560,"gmtCreate":1718434687277,"gmtModify":1718436923452,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Yea baby the next Tesla","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Yea baby the next Tesla","text":"$NIO Inc.(NIO)$ Yea baby the next Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317012236218560","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302982011887856,"gmtCreate":1715005828760,"gmtModify":1715005832496,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"I hope it jumps to $30 soon","listText":"I hope it jumps to $30 soon","text":"I hope it jumps to $30 soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302982011887856","repostId":"2432792199","repostType":2,"repost":{"id":"2432792199","kind":"highlight","pubTimestamp":1714907013,"share":"https://ttm.financial/m/news/2432792199?lang=&edition=fundamental","pubTime":"2024-05-05 19:03","market":"us","language":"en","title":"NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2432792199","media":"InvestorPlace","summary":"The Chinese EV sector has been ravaged over the past year, and NIO stock hasn't been immune to this drawdown, but there are catalysts here.","content":"<html><head></head><body><ul style=\"\"><li><p>Shares of Chinese EV maker <strong>Nio </strong>(<strong>NIO</strong>) stock are skyrocketing after the company reported strong deliveries numbers.</p></li><li><p>This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.</p></li><li><p>Despite obstacles, a bullish thesis is forming for these names.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e84a47955c29fe10adb6f613742afccc\" alt=\"Source: Robert Way / Shutterstock.com\" title=\"Source: Robert Way / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Robert Way / Shutterstock.com</span></p><p><strong>Nio</strong> stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. </p><p>The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.</p><h2 id=\"id_155875984\">Excellent Delivery Growth</h2><p>Nio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.</p><p>From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. </p><p>NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the <strong>S&amp;P 500</strong> and <strong>Nasdaq</strong>.</p><p>Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.</p><h2 id=\"id_1461406715\">Ongoing Trials on Solid-State Batteries</h2><p>Aside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.</p><p>Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.</p><p>Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.</p><p>The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.</p><p>This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.</p><h2 id=\"id_3925452654\">Be Careful with NIO Stock Right Now</h2><p>Nio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.</p><p>I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).</p><p>That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","09866":"蔚来-SW","BK4588":"碎股","NIO":"蔚来","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4211":"区域性银行","BK4509":"腾讯概念","BK4574":"无人驾驶","BK4581":"高盛持仓","BK4526":"热门中概股"},"source_url":"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432792199","content_text":"Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.Despite obstacles, a bullish thesis is forming for these names.Source: Robert Way / Shutterstock.comNio stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.Excellent Delivery GrowthNio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the S&P 500 and Nasdaq.Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.Ongoing Trials on Solid-State BatteriesAside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.Be Careful with NIO Stock Right NowNio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286782333337824,"gmtCreate":1711037588723,"gmtModify":1711037595001,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> DCA every chance i get","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> DCA every chance i get","text":"$NIO Inc.(NIO)$ DCA every chance i get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286782333337824","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286019426152544,"gmtCreate":1710863768287,"gmtModify":1710863772482,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I have 5000 averaging at 8.4 because Ive being DCAing like mad. I trust that Li will deliver the profit. He really seems like a visionary that can change the car industry","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I have 5000 averaging at 8.4 because Ive being DCAing like mad. I trust that Li will deliver the profit. He really seems like a visionary that can change the car industry","text":"$NIO Inc.(NIO)$ I have 5000 averaging at 8.4 because Ive being DCAing like mad. I trust that Li will deliver the profit. He really seems like a visionary that can change the car industry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/286019426152544","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268960924622952,"gmtCreate":1706698803897,"gmtModify":1706698809000,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PARA\">$Paramount Global(PARA)$</a> What shud we do next during this potential buy out","listText":"<a href=\"https://ttm.financial/S/PARA\">$Paramount Global(PARA)$</a> What shud we do next during this potential buy out","text":"$Paramount Global(PARA)$ What shud we do next during this potential buy out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/268960924622952","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268685947154576,"gmtCreate":1706631683435,"gmtModify":1706631686577,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pls rocket&nbsp;to $60 one day","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pls rocket&nbsp;to $60 one day","text":"$NIO Inc.(NIO)$ Pls rocket to $60 one day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/268685947154576","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578697610908394","authorId":"3578697610908394","name":"Daihard79","avatar":"https://community-static.tradeup.com/news/8605eed5833278ea48b70aae94754f41","crmLevel":7,"crmLevelSwitch":1,"idStr":"3578697610908394","authorIdStr":"3578697610908394"},"content":"Dont think that day will come that soon, unless they have something up their sleeves the likes of msci.","text":"Dont think that day will come that soon, unless they have something up their sleeves the likes of msci.","html":"Dont think that day will come that soon, unless they have something up their sleeves the likes of msci."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266993199230976,"gmtCreate":1706193785875,"gmtModify":1706193790159,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"Wow that portfolio looks painful","listText":"Wow that portfolio looks painful","text":"Wow that portfolio looks painful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266993199230976","repostId":"2406098292","repostType":2,"repost":{"id":"2406098292","kind":"highlight","pubTimestamp":1706185800,"share":"https://ttm.financial/m/news/2406098292?lang=&edition=fundamental","pubTime":"2024-01-25 20:30","market":"us","language":"en","title":"My 5-Year Cannabis Investing Plan, Updated","url":"https://stock-news.laohu8.com/highlight/detail?id=2406098292","media":"seekingalpha","summary":"I have revised the long-term plan for my cannabis portfolio based on changing conditions in the industry.Increasing visibility in the industry has led to a number of portfolio changes.Several catalyst","content":"<html><body><ul><li>I have revised the long-term plan for my cannabis portfolio based on changing conditions in the industry.</li><li>Increasing visibility in the industry has led to a number of portfolio changes.</li><li>Several catalysts portending good fortune for investors are on the horizon.</li></ul><p><figure><picture><img height=\"1025px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>milos-kreckovic/E+ via Getty Images</p></figcaption></figure></p> <p>In March 2022, I wrote My 5-Year Cannabis Investing Plan. Since then, a number of commenters have requested an update, and here it is.</p> <p>A long-term plan is not static. It's only useful if periodically examined and<span> revised. As conditions change, a plan must change. In this article, I will look at my cannabis portfolio then and now, discuss the changes in the context of the plan and present the plan's latest iteration. Note that after a year, a 5-year plan becomes a new 5-year plan, not a 4-year plan.</span></p> <h2>The original 5-year plan</h2> <p>The original plan consisted of four main tenets:</p> <ol> <li><p><strong>Hold all current positions for about five years.</strong></p></li> <li><p><strong>Add to positions incrementally and slowly, with preference for the smaller positions.</strong></p></li> <li><p><strong>Sell only if there are developments that permanently damage a company's prospects.</strong></p></li> <li><p><strong>Invest in<span> a new name only if a company demonstrates superior management capabilities. This should be a rare event.</span></strong></p></li> </ol> <h4>Current portfolio (Summary)</h4> <span><span><span></span><table> <tr> <td>Name</td> <td>1st purchase</td> <td>Cost Basis</td> <td>Current Price</td> <td>Gain/loss</td> <td>% of portfolio</td> </tr> <tr> <td>Green Thumb (OTCQX:GTBIF)</td> <td>Mar 2021</td> <td>16.64</td> <td>12.75</td> <td>-23%</td> <td>34%</td> </tr> <tr> <td>InterCure (INCR)</td> <td>Jun 2022</td> <td>5.48</td> <td>1.36</td> <td>-75%</td> <td>5%</td> </tr> <tr> <td>Pure US Cannabis ETF (MSOS)</td> <td>Oct 2020</td> <td>13.11</td> <td>8.43</td> <td>-36%</td> <td>30%</td> </tr> <tr> <td>Trulieve (OTCQX:TCNNF)</td> <td>Nov 2018</td> <td>13.94</td> <td>7.09</td> <td>-48%</td> <td>29%</td> </tr> <tr> <td>MediPharm (OTCQB:MEDIF)</td> <td>Jan 2020</td> <td>0.70</td> <td>0.05</td> <td>-93%</td> <td>1%</td> </tr> <tr> <td>Cash</td> <td> </td> <td> </td> <td> </td> <td> </td> <td>1%</td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <h2>Current holdings (Detail)</h2> <p>I have continued to add to <strong>Green Thumb</strong>, to upgrade portfolio quality. Green Thumb is widely acknowledged as the best-managed and best-positioned name in the industry, with an unmatched record of performance. A combination of size, financials, and earnings puts them at the top. My most recent discussion of this excellent company can be read here.</p> <p>Additions to <strong>Trulieve,</strong> another company with superior financial and managerial resources, is another quality upgrade. One of the original cannabis firms in Florida in 2018, they quickly grew to be the largest presence in the state, perhaps the most dynamic cannabis market in the country. Although their performance has stumbled since they made a push to expand geographically, they were consistently profitable before then and I believe they will be again. In addition, as Florida's most successful operator, they will benefit the most if and when adult use is legalized in the state. Readers wanting a detailed report on Trulieve's prospects can go here.</p> <p>I have increased holdings of MSOS, The <a href=\"https://laohu8.com/S/MSOS\">AdvisorShares Pure US Cannabis ETF</a>, which is a proxy for the entire US industry. This gives me a stake in the largest and most dynamic market in the world.</p> <p>InterCure is a small company based in Israel, which has one of the highest percentage of cannabis users in the world. As I wrote here, InterCure has several interesting characteristics not found in the US industry. They have big international ambitions, are one of very few purely foreign cannabis companies available to North American investors, and before 2023 were consistently profitable. Their future got cloudier last October when Israel declared war on Hamas. They had to close a big production facility because it is now in a war zone, and businesses all over Israel were disrupted. All those reservists called up aren't buying cannabis for the time being. The war will not go on forever (although it could take years before it is resolved) and I am hopeful that InterCure will bounce back eventually.</p> <p>The underlying thesis for MediPharm discussed here is still valid. It is one of the very few pharmacological-grade cannabis plays, but unfortunately, it was years ahead of its time. The pharma-grade business has been slow to develop. MediPharm has continued to lay the groundwork for that business, however, reaching several milestones for supplying cannabis pharmaceutical products to US drug companies. They may yet be successful. I won't get most of my investment back, but it's worth so little there's no point in selling unless I need a tax loss.</p> <h4>Closed positions (Summary)</h4> <span><span><span></span><table> <colgroup><col/></colgroup> <tr><td><p><strong>Closed positions</strong></p></td></tr> <tr><td><p>Ayr Wellness (OTCQX:AYRWF)</p></td></tr> <tr><td><p>Advisorshares Pure Cannabis ETF (YOLO)</p></td></tr> <tr><td><p>Schwazze (OTCQX:SHWZ)</p></td></tr> <tr><td><p>MariMed (OTCQX:MRMD)</p></td></tr> <tr><td><p>Goodness Growth (OTCQX:GDNSF)</p></td></tr> <tr><td><p>Cresco Labs (OTCQX:CRLBF)</p></td></tr> <tr><td><p><a href=\"https://laohu8.com/S/CNBS\">Amplify Seymour Cannabis ETF</a> (CNBS)</p></td></tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <h2>Closed positions (Detail)</h2> <p>I sold ETFs YOLO and CNBS. For a long time, most of the cannabis ETFs had very similar performance, as shown in the following chart.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/21/415401-170587746296194.png\"/></span><figcaption><p>YCharts</p></figcaption></figure></p> <p>There was little reason to own three, so I consolidated my ETF funds into one: MSOS. This turned out to be fortunate, as recent positive developments in the US have caused US-only MSOS to outperform the others. Once again, the investing maxim \"don't bet against the United States\" has proven true. As difficult as the cannabis industry is here, it's still better than anywhere else in the world.</p> <p>Schwazze and MariMed were sold. Smaller companies like these will find it difficult to compete against the larger ones in the long run. It will be difficult to stand up to large companies with superior financial, technological, marketing resources, both in good times and bad.</p> <p>I sold Goodness Growth, which was an acquisition arbitrage play. When the acquisition by Verano (OTCQX:VRNOF) was cancelled, the reason for owning it disappeared.</p> <h2>Cannabis then, cannabis now</h2> <p>Conditions were dismal when I wrote the original 5-year plan article in March 2022. Cannabis stocks were down 60% from the 2021 peak. Astonishingly, they gave up another 60% through the middle of 2023. This punishing monotony for stockholders reflects another sameness, that of performance among companies. Besides Green Thumb, almost no one has found the secret to profits. Headwinds, such as price compression, oversupply, illegal competition, inflation, burdensome regulation, and more have bedeviled the industry for an extended period. Some companies are now generating positive operational cash flow and (adjusted) EBITDA, but that's not much consolation when the \"I\" and \"T\" of EBITDA are a massive burden. In many ways, business conditions are the same now as then: not good.</p> <p>But things are not as dismal as they might seem. More than ever, it's clear that success for the cannabis industry is tied to changes in society, including law and politics. Attitudes towards cannabis have brought us from total prohibition and harsh prison sentences not long ago to legal sales in 37 states and much more enlightened ideas about it among the general public. Now, after many false starts, we are seeing progress in what may be the most important factor in the future of the industry: removal from the DEA's list of Schedule I drugs. This will at the least unlock the ability to interact with financial institutions of all kinds and eliminate the confiscatory Section 280E taxes that prevent cannabis companies from being successful. It will also have beneficial effects under the law in other areas.</p> <p>This rescheduling, along with possible progress in decriminalization, legalization, SAFE banking (and an adult-use referendum in Florida) are doorways to success. Without any progress, the industry will continue to move along at the same pace as the last few years. But progress is increasingly likely, and the sky's the limit. With the most minimal steps forward in 2023, MSOS (a proxy for US cannabis) moved from $4.85 to $9.15 in September (+88%), and $5.07 to $7.59 from November to January (+50%). Most other companies, like those in the chart below, had similarly striking gains. With further progress, we can expect similar stock price gains from a combination of investor sentiment and greatly improved performance.</p> <span><span><span></span><table> <tr> <td>Name</td> <td>Gain 8/29/24 to 9/15/24</td> <td>Gain 10/30/24 to 1/16/2025</td> </tr> <tr> <td>Curaleaf (OTCPK:CURLF)</td> <td>66%</td> <td>39%</td> </tr> <tr> <td>Trulieve</td> <td>57%</td> <td>50%</td> </tr> <tr> <td>Cresco</td> <td>162%</td> <td>58%</td> </tr> <tr> <td>Verano</td> <td>98%</td> <td>44%</td> </tr> <tr> <td>Green Thumb</td> <td>75%</td> <td>68%</td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <h2>My approach to cannabis in 2024</h2> <p>I will be fully invested (with the portion of my portfolio allocated to cannabis). I will own mostly the financially and operationally strongest companies. Why the strongest? Because when (not if!) cannabis is rescheduled, the industry will be changed radically, with important new challenges. A move to Schedule III puts cannabis in the same category as anabolic steroids and codeine and those substances are readily available with a prescription. Cannabis firms will have to figure out how to produce and sell products under the same stringent requirements as prescription drugs. It will be done, and the companies that benefit most will be those that have already demonstrated superior capabilities.</p> <p>I will also increase my investment in MSOS. Progress on rescheduling and other areas will cause all US cannabis companies to rise, and MSOS is the best proxy for the US industry. Yes, there is progress in other countries, but it is significantly slower than here in the US.</p> <p>I also plan on dedicating funds to special situations. I already own InterCure. Another special situation of interest is Glass House Brands (OTC:GLASF). A detailed analysis is beyond the scope of this article, but Blake Downer has a recent article on Glass House that's worth a read. My interest is based on Glass House is based on the following:</p> <ul> <li>low cost legal producer in California (and therefore the US), which is still a huge market</li> <li>well-positioned for interstate commerce in cannabis</li> <li>financials moving in the right direction, indicating superior management.</li> </ul> <p>Progress in cannabis can be unpredictable, slow, and ephemeral. Progress on rescheduling and other areas may not occur in 2024 no matter how likely it seems, but I believe rescheduling is inevitable. As a long-term investor, I am unconcerned about whether it will happen in 2024, 2025, or later. With the past as a guide, when it does happen investing gains of 50%, 100%, or more are likely, making cannabis a very promising investment from here on. It's important to be fully invested - now.</p> <h2>The 5-year plan then and now</h2> <p>Looking at each of the tenets of the plan:</p> <ul> <li> <strong>Then</strong>: Hold all current positions for about five years.</li> <li> <strong>Now</strong>: Stay fully invested for about five years.</li> </ul> <p>This was perhaps an overly confident position for an emerging industry, where it takes time to understand which companies have the best prospects. I have made numerous changes in positions for the reasons described above. The basic premise of staying fully invested remains, however. Note that after a year it doesn't become a 4-year plan, but a new 5-year plan.</p> <ul> <li> <strong>Then</strong>: Add to positions incrementally and slowly, with preference for the smaller positions.</li> <li> <strong>Now</strong>: Add to positions incrementally and slowly.</li> </ul> <p>With increasing visibility in the industry, the companies where money should be allocated become clearer. Also, I favor the larger companies for the reasons given above.</p> <ul> <li> <strong>Then</strong>: Sell only if there are developments that permanently damage a company's prospects.</li> <li> <strong>Now</strong>: Unchanged.</li> <li> <strong>Then</strong>: Invest in a new name only if a company demonstrates superior management capabilities. This should be a rare event.</li> <li> <strong>Now</strong>: Unchanged.</li> </ul> <p>Many companies come to market with a compelling story that attracts investor dollars. They can be seductive, but in my experience, many if not most stories do not work out. I have repeatedly said that the one critical thing for sustained success is superior management, and without that, a compelling story won't work. There's certainly nothing wrong with taking a chance on a company that looks particularly intriguing, as long as it's understood that most wins in cannabis will be due to improvement in industry conditions and superior management.</p> <h2>Summary and conclusions</h2> <p>The most important takeaway from this article is that cannabis is still a long-term investment and success depends on staying the course. I have a 5-year plan to put that theme into practice. The industry is still emerging and changing, so the plan is being revised, but the portfolio is always changed with the long term in mind. This is the best way I know to avoid the harmful influence of short-term developments on investor decision-making.</p> <p>The prospect of important positive changes for the industry is exciting. Investor sentiment will drive all cannabis investments higher. Announcements of new developments can occur at any time, and an announcement is all it takes to drive stock prices higher. This is why it's important to be fully invested now. Gains should eventually be followed by better sales and earnings, although that will take time.</p> <p>Like everyone else, my cannabis portfolio has suffered mightily these last couple of years. There is hope that the darkest period is nearing an end and the tremendous potential of cannabis will be realized. The timing is uncertain, but a long-term perspective will help navigate the inevitable ups and downs.</p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>My 5-Year Cannabis Investing Plan, Updated</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\">\nMy 5-Year Cannabis Investing Plan, Updated\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-25 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4664835-my-5-year-cannabis-investing-plan-updated><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I have revised the long-term plan for my cannabis portfolio based on changing conditions in the industry.Increasing visibility in the industry has led to a number of portfolio changes.Several ...</p>\n\n<a href=\"https://seekingalpha.com/article/4664835-my-5-year-cannabis-investing-plan-updated\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/485564250/image_485564250.jpg","relate_stocks":{"CURLF":"Curaleaf Hldgs Inc.","MRMD":"MariMed Inc.","GDNSF":"Goodness Growth Holdings, Inc.","BK4007":"制药","CRLBF":"Cresco Labs Inc.","SHWZ":"Medicine Man Technologies Inc.","BK4557":"大麻股","FDN":"First Trust Dow Jones Internet I","BK4550":"红杉资本持仓","MEDIF":"Medipharm Labs Corporation","INCR":"Intercure Ltd","VRNOF":"Verano Holdings Corp.","TCNNF":"Trulieve Cannabis Corporation","MSOS":"AdvisorShares Pure US Cannabis ETF","AYRWF":"AYR WELLNESS INC.","YOLO":"AdvisorShares Pure Cannabis ETF","CNBS":"Amplify Seymour Cannabis ETF","GTBIF":"Green Thumb Industries Inc."},"source_url":"https://seekingalpha.com/article/4664835-my-5-year-cannabis-investing-plan-updated","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2406098292","content_text":"I have revised the long-term plan for my cannabis portfolio based on changing conditions in the industry.Increasing visibility in the industry has led to a number of portfolio changes.Several catalysts portending good fortune for investors are on the horizon.milos-kreckovic/E+ via Getty Images In March 2022, I wrote My 5-Year Cannabis Investing Plan. Since then, a number of commenters have requested an update, and here it is. A long-term plan is not static. It's only useful if periodically examined and revised. As conditions change, a plan must change. In this article, I will look at my cannabis portfolio then and now, discuss the changes in the context of the plan and present the plan's latest iteration. Note that after a year, a 5-year plan becomes a new 5-year plan, not a 4-year plan. The original 5-year plan The original plan consisted of four main tenets:  Hold all current positions for about five years. Add to positions incrementally and slowly, with preference for the smaller positions. Sell only if there are developments that permanently damage a company's prospects. Invest in a new name only if a company demonstrates superior management capabilities. This should be a rare event.  Current portfolio (Summary)   Name 1st purchase Cost Basis Current Price Gain/loss % of portfolio   Green Thumb (OTCQX:GTBIF) Mar 2021 16.64 12.75 -23% 34%   InterCure (INCR) Jun 2022 5.48 1.36 -75% 5%   Pure US Cannabis ETF (MSOS) Oct 2020 13.11 8.43 -36% 30%   Trulieve (OTCQX:TCNNF) Nov 2018 13.94 7.09 -48% 29%   MediPharm (OTCQB:MEDIF) Jan 2020 0.70 0.05 -93% 1%   Cash         1%   Click to enlarge Current holdings (Detail) I have continued to add to Green Thumb, to upgrade portfolio quality. Green Thumb is widely acknowledged as the best-managed and best-positioned name in the industry, with an unmatched record of performance. A combination of size, financials, and earnings puts them at the top. My most recent discussion of this excellent company can be read here. Additions to Trulieve, another company with superior financial and managerial resources, is another quality upgrade. One of the original cannabis firms in Florida in 2018, they quickly grew to be the largest presence in the state, perhaps the most dynamic cannabis market in the country. Although their performance has stumbled since they made a push to expand geographically, they were consistently profitable before then and I believe they will be again. In addition, as Florida's most successful operator, they will benefit the most if and when adult use is legalized in the state. Readers wanting a detailed report on Trulieve's prospects can go here. I have increased holdings of MSOS, The AdvisorShares Pure US Cannabis ETF, which is a proxy for the entire US industry. This gives me a stake in the largest and most dynamic market in the world. InterCure is a small company based in Israel, which has one of the highest percentage of cannabis users in the world. As I wrote here, InterCure has several interesting characteristics not found in the US industry. They have big international ambitions, are one of very few purely foreign cannabis companies available to North American investors, and before 2023 were consistently profitable. Their future got cloudier last October when Israel declared war on Hamas. They had to close a big production facility because it is now in a war zone, and businesses all over Israel were disrupted. All those reservists called up aren't buying cannabis for the time being. The war will not go on forever (although it could take years before it is resolved) and I am hopeful that InterCure will bounce back eventually. The underlying thesis for MediPharm discussed here is still valid. It is one of the very few pharmacological-grade cannabis plays, but unfortunately, it was years ahead of its time. The pharma-grade business has been slow to develop. MediPharm has continued to lay the groundwork for that business, however, reaching several milestones for supplying cannabis pharmaceutical products to US drug companies. They may yet be successful. I won't get most of my investment back, but it's worth so little there's no point in selling unless I need a tax loss. Closed positions (Summary)   Closed positions Ayr Wellness (OTCQX:AYRWF) Advisorshares Pure Cannabis ETF (YOLO) Schwazze (OTCQX:SHWZ) MariMed (OTCQX:MRMD) Goodness Growth (OTCQX:GDNSF) Cresco Labs (OTCQX:CRLBF) Amplify Seymour Cannabis ETF (CNBS)  Click to enlarge Closed positions (Detail) I sold ETFs YOLO and CNBS. For a long time, most of the cannabis ETFs had very similar performance, as shown in the following chart. YCharts There was little reason to own three, so I consolidated my ETF funds into one: MSOS. This turned out to be fortunate, as recent positive developments in the US have caused US-only MSOS to outperform the others. Once again, the investing maxim \"don't bet against the United States\" has proven true. As difficult as the cannabis industry is here, it's still better than anywhere else in the world. Schwazze and MariMed were sold. Smaller companies like these will find it difficult to compete against the larger ones in the long run. It will be difficult to stand up to large companies with superior financial, technological, marketing resources, both in good times and bad. I sold Goodness Growth, which was an acquisition arbitrage play. When the acquisition by Verano (OTCQX:VRNOF) was cancelled, the reason for owning it disappeared. Cannabis then, cannabis now Conditions were dismal when I wrote the original 5-year plan article in March 2022. Cannabis stocks were down 60% from the 2021 peak. Astonishingly, they gave up another 60% through the middle of 2023. This punishing monotony for stockholders reflects another sameness, that of performance among companies. Besides Green Thumb, almost no one has found the secret to profits. Headwinds, such as price compression, oversupply, illegal competition, inflation, burdensome regulation, and more have bedeviled the industry for an extended period. Some companies are now generating positive operational cash flow and (adjusted) EBITDA, but that's not much consolation when the \"I\" and \"T\" of EBITDA are a massive burden. In many ways, business conditions are the same now as then: not good. But things are not as dismal as they might seem. More than ever, it's clear that success for the cannabis industry is tied to changes in society, including law and politics. Attitudes towards cannabis have brought us from total prohibition and harsh prison sentences not long ago to legal sales in 37 states and much more enlightened ideas about it among the general public. Now, after many false starts, we are seeing progress in what may be the most important factor in the future of the industry: removal from the DEA's list of Schedule I drugs. This will at the least unlock the ability to interact with financial institutions of all kinds and eliminate the confiscatory Section 280E taxes that prevent cannabis companies from being successful. It will also have beneficial effects under the law in other areas. This rescheduling, along with possible progress in decriminalization, legalization, SAFE banking (and an adult-use referendum in Florida) are doorways to success. Without any progress, the industry will continue to move along at the same pace as the last few years. But progress is increasingly likely, and the sky's the limit. With the most minimal steps forward in 2023, MSOS (a proxy for US cannabis) moved from $4.85 to $9.15 in September (+88%), and $5.07 to $7.59 from November to January (+50%). Most other companies, like those in the chart below, had similarly striking gains. With further progress, we can expect similar stock price gains from a combination of investor sentiment and greatly improved performance.   Name Gain 8/29/24 to 9/15/24 Gain 10/30/24 to 1/16/2025   Curaleaf (OTCPK:CURLF) 66% 39%   Trulieve 57% 50%   Cresco 162% 58%   Verano 98% 44%   Green Thumb 75% 68%   Click to enlarge My approach to cannabis in 2024 I will be fully invested (with the portion of my portfolio allocated to cannabis). I will own mostly the financially and operationally strongest companies. Why the strongest? Because when (not if!) cannabis is rescheduled, the industry will be changed radically, with important new challenges. A move to Schedule III puts cannabis in the same category as anabolic steroids and codeine and those substances are readily available with a prescription. Cannabis firms will have to figure out how to produce and sell products under the same stringent requirements as prescription drugs. It will be done, and the companies that benefit most will be those that have already demonstrated superior capabilities. I will also increase my investment in MSOS. Progress on rescheduling and other areas will cause all US cannabis companies to rise, and MSOS is the best proxy for the US industry. Yes, there is progress in other countries, but it is significantly slower than here in the US. I also plan on dedicating funds to special situations. I already own InterCure. Another special situation of interest is Glass House Brands (OTC:GLASF). A detailed analysis is beyond the scope of this article, but Blake Downer has a recent article on Glass House that's worth a read. My interest is based on Glass House is based on the following:  low cost legal producer in California (and therefore the US), which is still a huge market well-positioned for interstate commerce in cannabis financials moving in the right direction, indicating superior management.  Progress in cannabis can be unpredictable, slow, and ephemeral. Progress on rescheduling and other areas may not occur in 2024 no matter how likely it seems, but I believe rescheduling is inevitable. As a long-term investor, I am unconcerned about whether it will happen in 2024, 2025, or later. With the past as a guide, when it does happen investing gains of 50%, 100%, or more are likely, making cannabis a very promising investment from here on. It's important to be fully invested - now. The 5-year plan then and now Looking at each of the tenets of the plan:   Then: Hold all current positions for about five years.  Now: Stay fully invested for about five years.  This was perhaps an overly confident position for an emerging industry, where it takes time to understand which companies have the best prospects. I have made numerous changes in positions for the reasons described above. The basic premise of staying fully invested remains, however. Note that after a year it doesn't become a 4-year plan, but a new 5-year plan.   Then: Add to positions incrementally and slowly, with preference for the smaller positions.  Now: Add to positions incrementally and slowly.  With increasing visibility in the industry, the companies where money should be allocated become clearer. Also, I favor the larger companies for the reasons given above.   Then: Sell only if there are developments that permanently damage a company's prospects.  Now: Unchanged.  Then: Invest in a new name only if a company demonstrates superior management capabilities. This should be a rare event.  Now: Unchanged.  Many companies come to market with a compelling story that attracts investor dollars. They can be seductive, but in my experience, many if not most stories do not work out. I have repeatedly said that the one critical thing for sustained success is superior management, and without that, a compelling story won't work. There's certainly nothing wrong with taking a chance on a company that looks particularly intriguing, as long as it's understood that most wins in cannabis will be due to improvement in industry conditions and superior management. Summary and conclusions The most important takeaway from this article is that cannabis is still a long-term investment and success depends on staying the course. I have a 5-year plan to put that theme into practice. The industry is still emerging and changing, so the plan is being revised, but the portfolio is always changed with the long term in mind. This is the best way I know to avoid the harmful influence of short-term developments on investor decision-making. The prospect of important positive changes for the industry is exciting. Investor sentiment will drive all cannabis investments higher. Announcements of new developments can occur at any time, and an announcement is all it takes to drive stock prices higher. This is why it's important to be fully invested now. Gains should eventually be followed by better sales and earnings, although that will take time. Like everyone else, my cannabis portfolio has suffered mightily these last couple of years. There is hope that the darkest period is nearing an end and the tremendous potential of cannabis will be realized. The timing is uncertain, but a long-term perspective will help navigate the inevitable ups and downs.  Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264036495396920,"gmtCreate":1705467937462,"gmtModify":1705467940569,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Im averaging at 73.5 with a small position. Going to average down more, it has to gap up some day right?! Haha","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Im averaging at 73.5 with a small position. Going to average down more, it has to gap up some day right?! Haha","text":"$Alibaba(BABA)$ Im averaging at 73.5 with a small position. Going to average down more, it has to gap up some day right?! Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264036495396920","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261166953582808,"gmtCreate":1704771827202,"gmtModify":1704771829824,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SUNW\">$Sunworks(SUNW)$</a> I hope this pops when the economy returns to normal","listText":"<a href=\"https://ttm.financial/S/SUNW\">$Sunworks(SUNW)$</a> I hope this pops when the economy returns to normal","text":"$Sunworks(SUNW)$ I hope this pops when the economy returns to normal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261166953582808","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":252190920044784,"gmtCreate":1702603764791,"gmtModify":1702606020739,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TPIC\">$TPI Composites(TPIC)$&nbsp;</a>Yea babyyyyyyy","listText":"<a href=\"https://ttm.financial/S/TPIC\">$TPI Composites(TPIC)$&nbsp;</a>Yea babyyyyyyy","text":"$TPI Composites(TPIC)$ Yea babyyyyyyy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/252190920044784","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249902175097048,"gmtCreate":1702030328704,"gmtModify":1702030331457,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GDHG\">$Golden Heaven Group Ltd.(GDHG)$&nbsp;</a>What the hell happened? Is this a buying opportunity?","listText":"<a href=\"https://ttm.financial/S/GDHG\">$Golden Heaven Group Ltd.(GDHG)$&nbsp;</a>What the hell happened? Is this a buying opportunity?","text":"$Golden Heaven Group Ltd.(GDHG)$ What the hell happened? Is this a buying opportunity?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249902175097048","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9036522720,"gmtCreate":1647146381426,"gmtModify":1676534198797,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>I do use Grab and I see many Grab delivery on the road. So the huge loss will turn into a small loss then a small profit and rocket from there. Buy hold and shoot to the moon.","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>I do use Grab and I see many Grab delivery on the road. So the huge loss will turn into a small loss then a small profit and rocket from there. Buy hold and shoot to the moon.","text":"$Grab Holdings(GRAB)$I do use Grab and I see many Grab delivery on the road. So the huge loss will turn into a small loss then a small profit and rocket from there. Buy hold and shoot to the moon.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":103,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036522720","isVote":1,"tweetType":1,"viewCount":3177,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","crmLevel":2,"crmLevelSwitch":1,"idStr":"4109941540501062","authorIdStr":"4109941540501062"},"content":"can't agree more that tiny profit margin is not sustainable on top of that the competition is so fierce, how to compete? $3/l petrol now n getting more expensive also leads to less grab drivers","text":"can't agree more that tiny profit margin is not sustainable on top of that the competition is so fierce, how to compete? $3/l petrol now n getting more expensive also leads to less grab drivers","html":"can't agree more that tiny profit margin is not sustainable on top of that the competition is so fierce, how to compete? $3/l petrol now n getting more expensive also leads to less grab drivers"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012500443,"gmtCreate":1649345287048,"gmtModify":1676534495706,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CURI\">$CuriosityStream Inc.(CURI)$</a>just bought in the dip after the secondary listing news. I know it dilutes the profits but you can also think it as a way to stabilise and expand the business","listText":"<a href=\"https://ttm.financial/S/CURI\">$CuriosityStream Inc.(CURI)$</a>just bought in the dip after the secondary listing news. I know it dilutes the profits but you can also think it as a way to stabilise and expand the business","text":"$CuriosityStream Inc.(CURI)$just bought in the dip after the secondary listing news. I know it dilutes the profits but you can also think it as a way to stabilise and expand the business","images":[{"img":"https://community-static.tradeup.com/news/804fe68d695e7d074ad00e0436492d39","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012500443","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":384344110235928,"gmtCreate":1734865973692,"gmtModify":1734865977866,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Actually majority of Tesla owners and buyers are democrats (I would choose a different car brand tbh if Im a Dem), hopefully Musk can get Maga to buy Tesla.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> Actually majority of Tesla owners and buyers are democrats (I would choose a different car brand tbh if Im a Dem), hopefully Musk can get Maga to buy Tesla.","text":"$Tesla Motors(TSLA)$ Actually majority of Tesla owners and buyers are democrats (I would choose a different car brand tbh if Im a Dem), hopefully Musk can get Maga to buy Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384344110235928","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186530907611288,"gmtCreate":1686579206065,"gmtModify":1686579209421,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a>Finally blowing up. Wait 6 months it will be at $200","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$&nbsp;</a>Finally blowing up. Wait 6 months it will be at $200","text":"$Upstart Holdings, Inc.(UPST)$ Finally blowing up. Wait 6 months it will be at $200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/186530907611288","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963348717,"gmtCreate":1668605671539,"gmtModify":1676538083623,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>holy smoke!!! The market is finally pivoting. Will start loading up&nbsp;more!!!!! Grab will be the super app that its meant to be, as the dominant market lead in ridesharing&nbsp;in Asean, one with a digital banking license. As the company turns to be profitable, it will be unstoppable. Not to put all my egg in this basket, but $15 target price in 1 year horizon is very realistic. Lets do this!","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>holy smoke!!! The market is finally pivoting. Will start loading up&nbsp;more!!!!! Grab will be the super app that its meant to be, as the dominant market lead in ridesharing&nbsp;in Asean, one with a digital banking license. As the company turns to be profitable, it will be unstoppable. Not to put all my egg in this basket, but $15 target price in 1 year horizon is very realistic. Lets do this!","text":"$Grab Holdings(GRAB)$ holy smoke!!! The market is finally pivoting. Will start loading up more!!!!! Grab will be the super app that its meant to be, as the dominant market lead in ridesharing in Asean, one with a digital banking license. As the company turns to be profitable, it will be unstoppable. Not to put all my egg in this basket, but $15 target price in 1 year horizon is very realistic. Lets do this!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/9963348717","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248989388894336,"gmtCreate":1701820363027,"gmtModify":1701820365777,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OTLY\">$Oatly Group AB(OTLY)$&nbsp;</a>Averaged cost to&nbsp;$1.16. Thank god i bought little at 0.5, will sell at 2","listText":"<a href=\"https://ttm.financial/S/OTLY\">$Oatly Group AB(OTLY)$&nbsp;</a>Averaged cost to&nbsp;$1.16. Thank god i bought little at 0.5, will sell at 2","text":"$Oatly Group AB(OTLY)$ Averaged cost to $1.16. Thank god i bought little at 0.5, will sell at 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248989388894336","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":286019426152544,"gmtCreate":1710863768287,"gmtModify":1710863772482,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I have 5000 averaging at 8.4 because Ive being DCAing like mad. I trust that Li will deliver the profit. He really seems like a visionary that can change the car industry","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I have 5000 averaging at 8.4 because Ive being DCAing like mad. I trust that Li will deliver the profit. He really seems like a visionary that can change the car industry","text":"$NIO Inc.(NIO)$ I have 5000 averaging at 8.4 because Ive being DCAing like mad. I trust that Li will deliver the profit. He really seems like a visionary that can change the car industry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/286019426152544","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249902175097048,"gmtCreate":1702030328704,"gmtModify":1702030331457,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GDHG\">$Golden Heaven Group Ltd.(GDHG)$&nbsp;</a>What the hell happened? Is this a buying opportunity?","listText":"<a href=\"https://ttm.financial/S/GDHG\">$Golden Heaven Group Ltd.(GDHG)$&nbsp;</a>What the hell happened? Is this a buying opportunity?","text":"$Golden Heaven Group Ltd.(GDHG)$ What the hell happened? Is this a buying opportunity?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249902175097048","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038194546,"gmtCreate":1646757356499,"gmtModify":1676534159082,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>only selling you at 22. Will my dreams come true?","listText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>only selling you at 22. Will my dreams come true?","text":"$ChargePoint Holdings Inc.(CHPT)$only selling you at 22. Will my dreams come true?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038194546","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091570949,"gmtCreate":1643909483184,"gmtModify":1676533870439,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>bought 5 stocks @ 240&nbsp;Im going to top up every 5 dollar it drops","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>bought 5 stocks @ 240&nbsp;Im going to top up every 5 dollar it drops","text":"$Meta Platforms, Inc.(FB)$bought 5 stocks @ 240 Im going to top up every 5 dollar it drops","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091570949","isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921241064,"gmtCreate":1671073106959,"gmtModify":1676538485672,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"No wonder it tanked","listText":"No wonder it tanked","text":"No wonder it tanked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921241064","repostId":"1145285433","repostType":4,"repost":{"id":"1145285433","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1671070064,"share":"https://ttm.financial/m/news/1145285433?lang=&edition=fundamental","pubTime":"2022-12-15 10:07","market":"us","language":"en","title":"Elon Musk Sells Tesla Shares Worth $3.58 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1145285433","media":"Reuters","summary":"Dec 14  - Tesla IncChief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter","content":"<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</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>Elon Musk Sells Tesla Shares Worth $3.58 Billion</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; 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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\">\nElon Musk Sells Tesla Shares Worth $3.58 Billion\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\">2022-12-15 10:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.</p><p>The latest sale, Musk&#39;s second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.</p><p>He now owns 13.4% of the world&#39;s most valuable carmaker, according to Refinitiv data.</p><p>Investor concerns that Musk&#39;s purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.</p><p>The stock hit its lowest in over two years last night.</p><p>Musk, who recently lost his title as the world&#39;s richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.</p><p>Tesla did not immediately respond to a Reuters request for comment outside business hours.</p><p>The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145285433","content_text":"Dec 14 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 22 million shares worth $3.58 billion in the electric-vehicle maker this week, a U.S. securities filing showed on Wednesday.The latest sale, Musk's second since his $44 billion purchase of Twitter in October, brings the total Tesla stocks sold by the billionaire to nearly $40 billion over the past year.He now owns 13.4% of the world's most valuable carmaker, according to Refinitiv data.Investor concerns that Musk's purchase of Twitter could divert his time away from Tesla have driven down shares of the company more than 60% in 2022, making it one of the worst-performing stocks among major automakers and tech firms this year.The stock hit its lowest in over two years last night.Musk, who recently lost his title as the world's richest person, unloaded shares over three days between Monday and Wednesday, according to the filing.Tesla did not immediately respond to a Reuters request for comment outside business hours.The latest share sale comes a month after Musk sold shares worth $4 billion in Tesla days after he closed the Twitter deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015047911,"gmtCreate":1649399554828,"gmtModify":1676534506118,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>as the interest rates increase, by right Banks should benefit in that environment right?&nbsp;Defensive play to balance off my risky plays. TP 80","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>as the interest rates increase, by right Banks should benefit in that environment right?&nbsp;Defensive play to balance off my risky plays. TP 80","text":"$Citigroup(C)$as the interest rates increase, by right Banks should benefit in that environment right? Defensive play to balance off my risky plays. TP 80","images":[{"img":"https://community-static.tradeup.com/news/f194170c74d51c19cb65a522e334138a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015047911","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":268685947154576,"gmtCreate":1706631683435,"gmtModify":1706631686577,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pls rocket&nbsp;to $60 one day","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> Pls rocket&nbsp;to $60 one day","text":"$NIO Inc.(NIO)$ Pls rocket to $60 one day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/268685947154576","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578697610908394","authorId":"3578697610908394","name":"Daihard79","avatar":"https://community-static.tradeup.com/news/8605eed5833278ea48b70aae94754f41","crmLevel":7,"crmLevelSwitch":1,"idStr":"3578697610908394","authorIdStr":"3578697610908394"},"content":"Dont think that day will come that soon, unless they have something up their sleeves the likes of msci.","text":"Dont think that day will come that soon, unless they have something up their sleeves the likes of msci.","html":"Dont think that day will come that soon, unless they have something up their sleeves the likes of msci."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033404025,"gmtCreate":1646331417007,"gmtModify":1676534117821,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>sigh why did I start this position today???&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>sigh why did I start this position today???&nbsp;","text":"$Grab Holdings(GRAB)$sigh why did I start this position today???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033404025","isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"content":"i saw 4.75 thought very cheap. averaged down every 25 cents","text":"i saw 4.75 thought very cheap. averaged down every 25 cents","html":"i saw 4.75 thought very cheap. averaged down every 25 cents"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090061686,"gmtCreate":1643036658681,"gmtModify":1676533767376,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>I so believe in AI lending and thebgrowth potential that I bought every dip from 145 just a few weeks ago. Averaging at 103. Hopefully 15 Feb will have some good news","listText":"<a href=\"https://ttm.financial/S/UPST\">$Upstart Holdings, Inc.(UPST)$</a>I so believe in AI lending and thebgrowth potential that I bought every dip from 145 just a few weeks ago. Averaging at 103. Hopefully 15 Feb will have some good news","text":"$Upstart Holdings, Inc.(UPST)$I so believe in AI lending and thebgrowth potential that I bought every dip from 145 just a few weeks ago. Averaging at 103. Hopefully 15 Feb will have some good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9090061686","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563873670221480","authorId":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","crmLevel":5,"crmLevelSwitch":1,"idStr":"3563873670221480","authorIdStr":"3563873670221480"},"content":"Now time to buy?!","text":"Now time to buy?!","html":"Now time to buy?!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010720121,"gmtCreate":1648475145590,"gmtModify":1676534342313,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>gonna buy you all the way to 30. Hopefully more people take profit early","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>gonna buy you all the way to 30. Hopefully more people take profit early","text":"$NIO Inc.(NIO)$gonna buy you all the way to 30. Hopefully more people take profit early","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010720121","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038223716,"gmtCreate":1646841566795,"gmtModify":1676534169055,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>now holding average cost of $20. #ToTheMoon!!!&nbsp;[Applaud]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>now holding average cost of $20. #ToTheMoon!!!&nbsp;[Applaud]&nbsp;","text":"$NIO Inc.(NIO)$now holding average cost of $20. #ToTheMoon!!! [Applaud]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038223716","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015901156,"gmtCreate":1649402245787,"gmtModify":1676534506446,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>target to sell my small holdings at $27","listText":"<a href=\"https://ttm.financial/S/CHPT\">$ChargePoint Holdings Inc.(CHPT)$</a>target to sell my small holdings at $27","text":"$ChargePoint Holdings Inc.(CHPT)$target to sell my small holdings at $27","images":[{"img":"https://community-static.tradeup.com/news/89b490b79a4b15686092a462e8c9ebda","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015901156","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9010798915,"gmtCreate":1648466103875,"gmtModify":1676534341179,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"FLY&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>FLY","listText":"FLY&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>FLY","text":"FLY $NIO Inc.(NIO)$FLY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010798915","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035491825,"gmtCreate":1647651084375,"gmtModify":1676534255123,"author":{"id":"4094893773327790","authorId":"4094893773327790","name":"DarrenKent","avatar":"https://community-static.tradeup.com/news/087d65d38d8283639b8da51cf3911961","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094893773327790","authorIdStr":"4094893773327790"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$</a>$27 today (average cost $22). Going to wait a little more before selling","listText":"<a href=\"https://ttm.financial/S/LMND\">$Lemonade, Inc.(LMND)$</a>$27 today (average cost $22). Going to wait a little more before selling","text":"$Lemonade, Inc.(LMND)$$27 today (average cost $22). Going to wait a little more before selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035491825","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}