Donald TH personal page - To The Moon

Donald TH

Donald TH

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2022-07-12

$BetaShares Crude Oil Index ETF Currency Hedged (Synthetic)(OOO.AU)$Safer haven for oil and better than $Occidental(OXY)$ ?

2022-05-26

$Palantir Technologies Inc.(PLTR)$Any good news coming up? After reading seekingalpha's review... wanna cry lol

2023-11-21

$UOB APAC Green REIT ETF(GRN.SI)$ Bankers are having good times when investors are suffering. The lousiest REIT ETF by UOB!!!!

2022-06-14

$RAFFLES MEDICAL GROUP LTD(BSL.SI)$Safe to enter?

2022-04-09

$Twitter(TWTR)$Certainty in the Uncertainty. What will Elon's visional lead could do for the company? Grow or Down... let's wait and see. I'll hold up

2023-06-08

Talking gold one day and trash another .... youguys....

Palantir Stock: Get Out ASAP (Rating Downgrade)

2022-02-17

Nice

2 Metaverse Stocks to Buy and Hold for the Next 10 Years

2022-01-12

All the way $Palantir Technologies Inc.(PLTR)$

Palantir: Worth $10, But I'll Buy At $15

2022-04-02

Nice. They should improve their sale strategies

5 Reasons to Buy Micron, and 1 Reason to Sell

2022-03-30

$Clever Leaves Holdings Inc.(CLVR)$wow 40% up

2022-01-10

Thanks

Sorry, the original content has been removed

2022-12-05

$SINGAPORE AIRLINES LTD(C6L.SI)$

2022-11-08

$Palantir Technologies Inc.(PLTR)$ 😂

2022-01-17

PLTR $Palantir Technologies Inc.(PLTR)$

Palantir: The Myth Of Overvaluation

2022-04-02

Waiting for another dip

Should You Buy Tesla Now or Wait Until After the Stock Split?

2022-12-09

$Tesla Motors(TSLA)$ Why up Again? [LOL]

2022-12-04

$Tesla Motors(TSLA)$

2022-10-03

$SINGAPORE AIRLINES LTD(C6L.SI)$

2022-08-26

Ohh really!!!? I'll still hold as it's a value stock

Nvidia Stock: Get Out Now

2022-07-16

$GOLDEN ENERGY AND RESOURCESLTD(AUE.SI)$Nice

Go to Tiger App to see more news

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The lousiest REIT ETF by UOB!!!!","listText":"<a href=\"https://ttm.financial/S/GRN.SI\">$UOB APAC Green REIT ETF(GRN.SI)$&nbsp;</a> Bankers are having good times when investors are suffering. The lousiest REIT ETF by UOB!!!!","text":"$UOB APAC Green REIT ETF(GRN.SI)$ Bankers are having good times when investors are suffering. The lousiest REIT ETF by UOB!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243717591072824","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203924252385448,"gmtCreate":1690792695174,"gmtModify":1690792699007,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Once 20 I'll sell and run 😆&nbsp;","listText":"Once 20 I'll sell and run 😆&nbsp;","text":"Once 20 I'll sell and run 😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203924252385448","repostId":"1163664485","repostType":2,"repost":{"id":"1163664485","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690790912,"share":"https://ttm.financial/m/news/1163664485?lang=&edition=fundamental","pubTime":"2023-07-31 16:08","market":"us","language":"en","title":"Palantir Gains 4.55% Premarket as Wedbush Offers a Price Target of $25 to It","url":"https://stock-news.laohu8.com/highlight/detail?id=1163664485","media":"Tiger Newspress","summary":"Wedbush Offered a Price Target of $25 to It","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> gained 4.55% in premarket trading.</p><p>Wedbush Securities analyst Dan Ives, who also put a per-share price target of $25 Palantir Technologies (PLTR) shares, said he believes the company has built an &#34;AI fortress&#34; that he believes is &#34;unmatched,&#34; allowing the company to play a key role in the coming artificial intelligence revolution.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d0536446bf6348f359670574cf30c5\" tg-width=\"801\" tg-height=\"626\"/></p><p>&#34;As we begin the 4th Industrial Revolution, Palantir is engaging in the widespread trend of various industries leveraging recent generative AI innovations to streamline operations and improve expense profiles,&#34; Ives wrote in an investor note. &#34;Given the company&#39;s extensive experience handling customer data, PLTR’s transition to a pure-play AI name will leverage its existing expertise to drive advancements and deliver AI solutions powered by high-quality data.&#34;</p><p>Ives added that Palantir&#39;s (PLTR) &#34;secret sauce&#34; is human-driven analysis that leverages AI and creates platforms that allow their customers to address questions without the need for any kind of expertise. It also works closely with its customers to deploy the product, optimize the workflow and production operation results, allowing it to succeed.</p><p>Over the next six to twelve months, Ives said that Palantir (PLTR) is likely to capitalize on new uses, given its partner ecosystem and &#34;extensive&#34; product capabilities, as enterprises continue to add generative artificial intelligence features.</p><p>&#34;This is early innings on a sum-of-the-parts AI story just on the cusp on monetizing this massive green field AI opportunity,&#34; Ives added.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Gains 4.55% Premarket as Wedbush Offers a Price Target of $25 to It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Gains 4.55% Premarket as Wedbush Offers a Price Target of $25 to It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-31 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> gained 4.55% in premarket trading.</p><p>Wedbush Securities analyst Dan Ives, who also put a per-share price target of $25 Palantir Technologies (PLTR) shares, said he believes the company has built an &#34;AI fortress&#34; that he believes is &#34;unmatched,&#34; allowing the company to play a key role in the coming artificial intelligence revolution.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13d0536446bf6348f359670574cf30c5\" tg-width=\"801\" tg-height=\"626\"/></p><p>&#34;As we begin the 4th Industrial Revolution, Palantir is engaging in the widespread trend of various industries leveraging recent generative AI innovations to streamline operations and improve expense profiles,&#34; Ives wrote in an investor note. &#34;Given the company&#39;s extensive experience handling customer data, PLTR’s transition to a pure-play AI name will leverage its existing expertise to drive advancements and deliver AI solutions powered by high-quality data.&#34;</p><p>Ives added that Palantir&#39;s (PLTR) &#34;secret sauce&#34; is human-driven analysis that leverages AI and creates platforms that allow their customers to address questions without the need for any kind of expertise. It also works closely with its customers to deploy the product, optimize the workflow and production operation results, allowing it to succeed.</p><p>Over the next six to twelve months, Ives said that Palantir (PLTR) is likely to capitalize on new uses, given its partner ecosystem and &#34;extensive&#34; product capabilities, as enterprises continue to add generative artificial intelligence features.</p><p>&#34;This is early innings on a sum-of-the-parts AI story just on the cusp on monetizing this massive green field AI opportunity,&#34; Ives added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163664485","content_text":"Palantir Technologies Inc. gained 4.55% in premarket trading.Wedbush Securities analyst Dan Ives, who also put a per-share price target of $25 Palantir Technologies (PLTR) shares, said he believes the company has built an \"AI fortress\" that he believes is \"unmatched,\" allowing the company to play a key role in the coming artificial intelligence revolution.\"As we begin the 4th Industrial Revolution, Palantir is engaging in the widespread trend of various industries leveraging recent generative AI innovations to streamline operations and improve expense profiles,\" Ives wrote in an investor note. \"Given the company's extensive experience handling customer data, PLTR’s transition to a pure-play AI name will leverage its existing expertise to drive advancements and deliver AI solutions powered by high-quality data.\"Ives added that Palantir's (PLTR) \"secret sauce\" is human-driven analysis that leverages AI and creates platforms that allow their customers to address questions without the need for any kind of expertise. It also works closely with its customers to deploy the product, optimize the workflow and production operation results, allowing it to succeed.Over the next six to twelve months, Ives said that Palantir (PLTR) is likely to capitalize on new uses, given its partner ecosystem and \"extensive\" product capabilities, as enterprises continue to add generative artificial intelligence features.\"This is early innings on a sum-of-the-parts AI story just on the cusp on monetizing this massive green field AI opportunity,\" Ives added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184949144449128,"gmtCreate":1686192879526,"gmtModify":1686192921818,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Talking gold one day&nbsp;and trash another .... youguys....&nbsp;","listText":"Talking gold one day&nbsp;and trash another .... youguys....&nbsp;","text":"Talking gold one day and trash another .... youguys....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184949144449128","repostId":"2341800265","repostType":2,"repost":{"id":"2341800265","kind":"news","pubTimestamp":1686189271,"share":"https://ttm.financial/m/news/2341800265?lang=&edition=fundamental","pubTime":"2023-06-08 09:54","market":"us","language":"en","title":"Palantir Stock: Get Out ASAP (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2341800265","media":"Seeking Alpha","summary":"Palantir Stock: Get Out ASAP (Rating Downgrade) (NYSE:PLTR)","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>After the Palantir stock recently broke through the $15 mark, I decided to update my thesis.</p></li><li><p>As I see it, the company has some significant problems related to the structure of its business model.</p></li><li><p>Alex Karp says in an interview that PLTR probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p></li><li><p>Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.</p></li><li><p>I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></li></ul><p>After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, <em>I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it&#39;ll take many years for PLTR to grow out of its current valuation.</em> I&#39;m downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.</p><h2>Why Do I Think So?</h2><p>Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.</p><p>Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I&#39;ve written before, the company has some problems related to the structure of its business model. And it&#39;s not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.</p><p>First off, Palantir&#39;s software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f198b23e4449894d36c74caf8370ce07\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>While Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.</p><p>And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d48c0b0f22419115fa897cfd6fdbddfd\" alt=\"Bloomberg [author&#39;s notes]\" title=\"Bloomberg [author&#39;s notes]\" tg-width=\"640\" tg-height=\"184\"/><span>Bloomberg [author&#39;s notes]</span></p><p>Correct me if I&#39;m wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR&#39;s CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.</p><p>Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, Databricks, SAS, R, AWS, and Azure. Palantir&#39;s closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.</p><p>So I believe the company&#39;s business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.</p><p>But let&#39;s pretend for a moment that I&#39;m wrong and AIP is indeed a game-changer. Let&#39;s just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b710b14aa42ca0e813128cf1121d32\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"640\" tg-height=\"723\"/><span>Credit Suisse [proprietary source]</span></p><p>This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS&#39;s numbers are also 19-18% above consensus. In other words, the bank&#39;s analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.</p><p>Pay attention to the forecast data above - it&#39;s very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by &gt;75% over the same period. That&#39;s slightly faster than what the company has been posting since 2022.</p><p>PLRT&#39;s net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.</p><p><em>In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?</em></p><p>Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won&#39;t go beyond the $15.00/sh mark.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07036fb1cf9e0312f902c94b8fa8d172\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"544\" tg-height=\"426\"/><span>Credit Suisse [proprietary source]</span></p><p>With PLTR&#39;s P/E ratio back at &gt;70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don&#39;t know about you, but I can&#39;t understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f2a7d46e1305309af2b87a1a7e0bc8f\" alt=\"Seeking Alpha, PLTR, author&#39;s notes\" title=\"Seeking Alpha, PLTR, author&#39;s notes\" tg-width=\"640\" tg-height=\"468\"/><span>Seeking Alpha, PLTR, author&#39;s notes</span></p><p>Even with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.</p><h2>The Bottom Line</h2><p>I realize that I could easily be wrong in my assessments of the company&#39;s business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it&#39;s too early to judge AIP&#39;s success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.</p><p>However, I try to think through the prism of the most likely events. I think it&#39;s more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company&#39;s operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.</p><p>For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.</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 Stock: Get Out ASAP (Rating Downgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Get Out ASAP (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model...</p>\n\n<a href=\"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341800265","content_text":"SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model.Alex Karp says in an interview that PLTR probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.I assign a Sell rating on PLTR stock, downgrading it from Hold.After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it'll take many years for PLTR to grow out of its current valuation. I'm downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.Why Do I Think So?Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I've written before, the company has some problems related to the structure of its business model. And it's not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.First off, Palantir's software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.Data by YChartsWhile Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Bloomberg [author's notes]Correct me if I'm wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR's CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like Snowflake, Databricks, SAS, R, AWS, and Azure. Palantir's closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.So I believe the company's business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.But let's pretend for a moment that I'm wrong and AIP is indeed a game-changer. Let's just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:Credit Suisse [proprietary source]This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS's numbers are also 19-18% above consensus. In other words, the bank's analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.Pay attention to the forecast data above - it's very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by >75% over the same period. That's slightly faster than what the company has been posting since 2022.PLRT's net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won't go beyond the $15.00/sh mark.Credit Suisse [proprietary source]With PLTR's P/E ratio back at >70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don't know about you, but I can't understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.Seeking Alpha, PLTR, author's notesEven with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.The Bottom LineI realize that I could easily be wrong in my assessments of the company's business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it's too early to judge AIP's success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.However, I try to think through the prism of the most likely events. I think it's more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company's operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555133232752751","authorId":"3555133232752751","name":"IanTan","avatar":"https://static.tigerbbs.com/9e9aeb45c2c681ec8d2db7302d501c44","crmLevel":2,"crmLevelSwitch":0,"idStr":"3555133232752751","authorIdStr":"3555133232752751"},"content":"Yes agreed, this total nonsense. On the same day, seekingrubbish Suggested is a good conpany then late rate to sell ??? NO credibility at all.","text":"Yes agreed, this total nonsense. On the same day, seekingrubbish Suggested is a good conpany then late rate to sell ??? NO credibility at all.","html":"Yes agreed, this total nonsense. On the same day, seekingrubbish Suggested is a good conpany then late rate to sell ??? NO credibility at all."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958900801,"gmtCreate":1673600946403,"gmtModify":1676538862745,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Discounting&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Discounting&nbsp;","text":"$Tesla Motors(TSLA)$ Discounting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958900801","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922511802,"gmtCreate":1671800832906,"gmtModify":1676538595316,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[{"img":"https://community-static.tradeup.com/news/472f16fae797f6d28f9553edfc73b5f6","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922511802","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9926932885,"gmtCreate":1671441141448,"gmtModify":1676538536795,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926932885","repostId":"1192288651","repostType":4,"repost":{"id":"1192288651","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671440660,"share":"https://ttm.financial/m/news/1192288651?lang=&edition=fundamental","pubTime":"2022-12-19 17:04","market":"us","language":"en","title":"Tesla Shares Jumped 4% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1192288651","media":"Tiger Newspress","summary":"Tesla shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Tw","content":"<html><head></head><body><p>Tesla shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO.</p><p><img src=\"https://static.tigerbbs.com/8b7b03c8818b5102c2534d40246407cd\" tg-width=\"866\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.</p><p>The poll is scheduled to close around 1120GMT on Monday although the billionaire did not give details on when he would step down if the poll results said he should.</p><p>Replying to one Twitter user&#39;s comment on a possible change in CEO, Musk said &#34;There is no successor&#34;.</p><p><img src=\"https://static.tigerbbs.com/fcf157692ea6cee0102af971be440d54\" tg-width=\"895\" tg-height=\"327\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Jumped 4% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Jumped 4% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-19 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO.</p><p><img src=\"https://static.tigerbbs.com/8b7b03c8818b5102c2534d40246407cd\" tg-width=\"866\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.</p><p>The poll is scheduled to close around 1120GMT on Monday although the billionaire did not give details on when he would step down if the poll results said he should.</p><p>Replying to one Twitter user&#39;s comment on a possible change in CEO, Musk said &#34;There is no successor&#34;.</p><p><img src=\"https://static.tigerbbs.com/fcf157692ea6cee0102af971be440d54\" tg-width=\"895\" tg-height=\"327\" width=\"100%\" height=\"auto\"/></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":"1192288651","content_text":"Tesla shares jumped 4% in premarket trading after Musk launched poll on whether he should quit as Twitter CEO.Twitter CEO Elon Musk launched a poll on the social media platform on Sunday asking users whether he should step down as head of the company, adding that he would abide by the poll results.The poll is scheduled to close around 1120GMT on Monday although the billionaire did not give details on when he would step down if the poll results said he should.Replying to one Twitter user's comment on a possible change in CEO, Musk said \"There is no successor\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929316585,"gmtCreate":1670600078647,"gmtModify":1676538402615,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Why up Again?&nbsp;[LOL]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Why up Again?&nbsp;[LOL]&nbsp;","text":"$Tesla Motors(TSLA)$ Why up Again? [LOL]","images":[{"img":"https://community-static.tradeup.com/news/ecaa3bf87619090dda9b156efc530b7a","width":"1125","height":"6762"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929316585","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967476663,"gmtCreate":1670374184053,"gmtModify":1676538354459,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$SINGTEL(Z74.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9f031a539085b74325fa068b321b9998","width":"1125","height":"2262"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967476663","isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967126824,"gmtCreate":1670286242769,"gmtModify":1676538336346,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Oil&nbsp;","listText":"Oil&nbsp;","text":"Oil","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967126824","repostId":"2288818903","repostType":2,"repost":{"id":"2288818903","kind":"highlight","pubTimestamp":1670254283,"share":"https://ttm.financial/m/news/2288818903?lang=&edition=fundamental","pubTime":"2022-12-05 23:31","market":"us","language":"en","title":"3 Stocks Warren Buffett Is Likely Buying in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2288818903","media":"Motley Fool","summary":"We can't know for sure yet if Buffett is adding to his positions in these companies -- but it's a pretty good bet that he is.","content":"<html><head></head><body><p>Warren Buffett doesn&#39;t get in a hurry to invest. Even with the stock market in retreat this year, he has led <b>Berkshire Hathaway</b> to maintain a massive cash stockpile of more than $100 billion.</p><p>But Buffett has definitely been buying some stocks, including stakes in eight companies in the third quarter alone. There&#39;s also a good chance he&#39;s still on the hunt for opportunities as 2022 draws to a close. Here are three stocks Buffett is likely buying in December.</p><h2>1. Berkshire Hathaway</h2><p>We can put Berkshire Hathaway itself at the top of the list of stocks Buffett is probably buying this month. As my colleague Sean Williams recently pointed out, over the last six years, the legendary investor&#39;s giant conglomerate has bought $9 billion more of its own stock than it has of <b>Apple</b> and <b>Chevron</b> combined.</p><p>These purchases have been made via Berkshire&#39;s stock buybacks. Buffett and his longtime business partner Charlie Munger basically have an open checkbook for the company to repurchase shares when they think the stock is attractively priced.</p><p>In the first nine months of this year, the conglomerate bought back $5.2 billion worth of its shares, including $1 billion worth in Q3.</p><p>That doesn&#39;t mean Buffett is necessarily continuing to buy back Berkshire Hathaway shares, of course. However, I&#39;d be surprised if he isn&#39;t doing so. The share price is lower now than it was during much of the first half of the year.</p><h2>2. Jefferies Financial Group</h2><p>It was looking for a while like Buffett had largely lost his ardor for bank stocks. However, he zigged when many might have thought he&#39;d zag in Q3 by initiating a position in <b>Jefferies Financial Group</b>.</p><p>Granted, Jefferies is a different kind of financial institution than the ones Buffett has favored in the past. It focuses exclusively on investment banking rather than commercial banking. It&#39;s also much smaller than other banks that have been or still are in the Berkshire Hathaway portfolio.</p><p>I think the odds are high that Buffett bought more shares of Jefferies in Q4, and that activity has potentially continued into December. Why? Because Berkshire Hathaway only owned a very small stake in the company at the end of Q3.</p><p>This doesn&#39;t guarantee that Buffett added to his position in Jefferies this quarter or is buying more shares in December. However, the unusually small initial stake in the financial company could indicate that those Q3 purchases were made near the end of the quarter, and that more buying followed.</p><h2>3. Occidental Petroleum</h2><p>Buffett has been backing up the truck and loading up on <b>Occidental Petroleum</b> this year. It&#39;s a big and bold bet that&#39;s already paying off. Oxy&#39;s shares have skyrocketed by more than 130% year to date.</p><p>His buying frenzy with Occidental began in the first quarter and continued into the second and third. Based on the latest information available, Berkshire now owns 21.4% of Occidental.</p><p>There are two main reasons why I suspect Buffett either has bought more shares of Occidental stock this quarter or will buy more in December. For one thing, Berkshire obtained regulatory approval in August to acquire up to 50% of the oil company. I don&#39;t think that the conglomerate would have pursued that thumbs-up if there wasn&#39;t a plan for it to buy a lot more shares of Occidental Petroleum.</p><p>The more important factor, though -- in my view -- is that Buffett believes that Occidental is a smart investment. The stock remains attractively valued despite its huge gains this year. Buffett also probably expects the tailwinds for the energy sector will continue to blow strongly into 2023 and perhaps beyond.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks Warren Buffett Is Likely Buying in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks Warren Buffett Is Likely Buying in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/04/3-stocks-warren-buffett-likely-buying-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett doesn't get in a hurry to invest. Even with the stock market in retreat this year, he has led Berkshire Hathaway to maintain a massive cash stockpile of more than $100 billion.But ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/04/3-stocks-warren-buffett-likely-buying-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JEF":"杰富瑞","BRK.A":"伯克希尔","OXY":"西方石油","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/12/04/3-stocks-warren-buffett-likely-buying-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288818903","content_text":"Warren Buffett doesn't get in a hurry to invest. Even with the stock market in retreat this year, he has led Berkshire Hathaway to maintain a massive cash stockpile of more than $100 billion.But Buffett has definitely been buying some stocks, including stakes in eight companies in the third quarter alone. There's also a good chance he's still on the hunt for opportunities as 2022 draws to a close. Here are three stocks Buffett is likely buying in December.1. Berkshire HathawayWe can put Berkshire Hathaway itself at the top of the list of stocks Buffett is probably buying this month. As my colleague Sean Williams recently pointed out, over the last six years, the legendary investor's giant conglomerate has bought $9 billion more of its own stock than it has of Apple and Chevron combined.These purchases have been made via Berkshire's stock buybacks. Buffett and his longtime business partner Charlie Munger basically have an open checkbook for the company to repurchase shares when they think the stock is attractively priced.In the first nine months of this year, the conglomerate bought back $5.2 billion worth of its shares, including $1 billion worth in Q3.That doesn't mean Buffett is necessarily continuing to buy back Berkshire Hathaway shares, of course. However, I'd be surprised if he isn't doing so. The share price is lower now than it was during much of the first half of the year.2. Jefferies Financial GroupIt was looking for a while like Buffett had largely lost his ardor for bank stocks. However, he zigged when many might have thought he'd zag in Q3 by initiating a position in Jefferies Financial Group.Granted, Jefferies is a different kind of financial institution than the ones Buffett has favored in the past. It focuses exclusively on investment banking rather than commercial banking. It's also much smaller than other banks that have been or still are in the Berkshire Hathaway portfolio.I think the odds are high that Buffett bought more shares of Jefferies in Q4, and that activity has potentially continued into December. Why? Because Berkshire Hathaway only owned a very small stake in the company at the end of Q3.This doesn't guarantee that Buffett added to his position in Jefferies this quarter or is buying more shares in December. However, the unusually small initial stake in the financial company could indicate that those Q3 purchases were made near the end of the quarter, and that more buying followed.3. Occidental PetroleumBuffett has been backing up the truck and loading up on Occidental Petroleum this year. It's a big and bold bet that's already paying off. Oxy's shares have skyrocketed by more than 130% year to date.His buying frenzy with Occidental began in the first quarter and continued into the second and third. Based on the latest information available, Berkshire now owns 21.4% of Occidental.There are two main reasons why I suspect Buffett either has bought more shares of Occidental stock this quarter or will buy more in December. For one thing, Berkshire obtained regulatory approval in August to acquire up to 50% of the oil company. I don't think that the conglomerate would have pursued that thumbs-up if there wasn't a plan for it to buy a lot more shares of Occidental Petroleum.The more important factor, though -- in my view -- is that Buffett believes that Occidental is a smart investment. The stock remains attractively valued despite its huge gains this year. Buffett also probably expects the tailwinds for the energy sector will continue to blow strongly into 2023 and perhaps beyond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967004877,"gmtCreate":1670219679100,"gmtModify":1676538323429,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/2a09a8aa59989281e24e6298b8fa3a27","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9967004877","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9964149832,"gmtCreate":1670114458227,"gmtModify":1676538303491,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/f47d050952d78b5fb32b965a8f8e25ce","width":"1125","height":"1884"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964149832","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9962333196,"gmtCreate":1669719861515,"gmtModify":1676538228402,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> Bull bull&nbsp;","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> Bull bull&nbsp;","text":"$Intel(INTC)$ Bull bull","images":[{"img":"https://community-static.tradeup.com/news/b158d55974e3886825403db77fefdf2b","width":"1125","height":"2262"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962333196","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966705222,"gmtCreate":1669635302766,"gmtModify":1676538216498,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Ohh really? 😬&nbsp;","listText":"Ohh really? 😬&nbsp;","text":"Ohh really? 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966705222","repostId":"2286458789","repostType":2,"repost":{"id":"2286458789","kind":"highlight","pubTimestamp":1669633875,"share":"https://ttm.financial/m/news/2286458789?lang=&edition=fundamental","pubTime":"2022-11-28 19:11","market":"us","language":"en","title":"Meta: Discounted Core Business","url":"https://stock-news.laohu8.com/highlight/detail?id=2286458789","media":"Seeking Alpha","summary":"SummaryGenerations thrive by progression, there is no way of stopping the innovation of the new gene","content":"<html><head></head><body><p>Summary</p><ul><li>Generations thrive by progression, there is no way of stopping the innovation of the new generation.</li><li>Although the advertising downturn cycle and the strong dollar are temporarily tempering Meta’s core business, the underlying business is completely fine.</li><li>Investor sentiment is so bearish, that the advertising business looks cheap even with the negative impact of the metaverse.</li></ul><p>Generations have been evolving throughout the years, which has only been possible by innovations. Changes made our lives more efficient, safer and created better living conditions. Meta (NASDAQ:META) realigned their embodiment of innovation to meet the needs of the following generation. However, investors are punishing Meta&#39;s actions. As a result, the stock is now down 70% from all-time highs, which makes it a good time to take a deeper dive.</p><p></p><p><img src=\"https://static.tigerbbs.com/82e09bd338526d13efe755e157ad123d\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><h2>The Core Business</h2><p>Let&#39;s start off with saying that Meta&#39;s core business is far from dead. Although the advertising market is weaker at the moment, in particular Europe, it is still generating a ton of money. Year-over-year advertising revenue stayed stable in all regions but Europe. Europe&#39;s consumer market is currently extremely weak, this is also clearly visible in other businesses. So it is no shock that advertising revenue is down by 16.3% in Europe, as companies try to cut back on marketing efforts in the region.</p><p></p><p><img src=\"https://static.tigerbbs.com/6c5dce24a6eb182c78f12aa5c8640a89\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p><p>Meta-Investor Relations Q3 22</p><p></p><p>Still, this does not mean people are using less social media. Meta has been able to increase daily active people and monthly active people on their platforms. Last weekend, I have visited Barcelona (Spain), where I could witness the social media activity in the metro, train and busses. Barcelona, known as one of the busiest cities in Europe, is using Instagram, Reels and WhatsApp very frequently. By surprise, I have not seen a single person use TikTok. AI advancements in the scaling of recommendation models have led to watch time increases of 15% for Reels. Hence, I suspect that people are using Reels more and more, as a replacement for the competitor TikTok.</p><p></p><p><img src=\"https://static.tigerbbs.com/dfd4e36ee38ec2b4254a10e43c90212e\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Meta-Investor Relations Q3 22</p><p></p><p>So, Meta&#39;s platforms are completely fine and Europe is the only real laggard for now. Europe is not lagging in terms of active users, but in revenue earned per user. In Asia-Pacific and the rest of the world, ARPUs have increased year-over-year.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a498d18e2887cc627d6f8b0626a86cb\" tg-width=\"640\" tg-height=\"305\" referrerpolicy=\"no-referrer\"/></p><p>Meta-Investor Relations Q3 22</p><p></p><p>Personally, I still see opportunities of growth in the core business. Reels has a good chance to take back market share from TikTok. Reels are included in Instagram and Facebook, which makes it a better all-in-one experience. Further, the monetization of Messenger and WhatsApp is another huge opportunity. Mark Zuckerberg, CEO of Meta, said in the Q3 2022 earnings call:</p><blockquote>We started with Click-to-Messaging ads, which let businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct so they can communicate with customers directly. This is one of our fastest growing ads products, with a $9 billion annual run rate. This revenue is mostly on Click-to-Messenger today since we started there first, but Click-to-WhatsApp just passed a $1.5 billion run rate, growing more than 80% year-over-year.</blockquote><blockquote>Paid messaging is another opportunity that we&#39;re starting to tap into, and it continues to grow quickly but from a smaller base. We&#39;re putting the foundation in place now to scale this with key partnerships like Salesforce, which lets all businesses on their platform use WhatsApp as the main messaging service to answer customer questions, send updates, and sell directly in chat. We also launched JioMart on WhatsApp in India and it&#39;s our first end-to-end shopping experience that shows the potential for chatbased commerce through messaging.</blockquote><blockquote>Between Click-to-Messaging and paid messaging, I’m confident that this is going to be a big opportunity.</blockquote><p>Click-to-Messenger/WhatsApp is growing extremely fast and could take a bigger percentage of total revenue in the following years.</p><p>Overall, advertising is experiencing a temporary downturn, but this should not be troublesome for investors in the long term, since the underlying business is still sturdy.</p><h2>The Valuation</h2><p>So far, I have not talked about the metaverse business, for the reason that it does not matter. Meta is trading at 11.65x earnings and 10.71x free cash flow, even in the COVID-19 crash the company was not this cheap. The metaverse has a negative impact on PE and PFCF ratios, since it generates negative earnings and needs a lot of free cash flow, yet these metrics are going lower.</p><p>So, if Meta’s adventure in the metaverse comes to an end, no more negative impacts on earnings and free cash flow, then the stock would look even more discounted. Similarly, if the metaverse starts producing positive earnings and free cash flow, then the stock would also look more discounted. Further, the current valuation could be the bottom, as Meta is cutting costs and the core business and the dollar strength is stabilizing.</p><p></p><p><img src=\"https://static.tigerbbs.com/4cb8c2612de876d96fbee15dfc179986\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><p>In terms of EV-to-EBITDA, only Netflix (NFLX) is close to the valuation of Meta. Other peers and advertising-based companies trade at a significant higher multiple.</p><p></p><p><img src=\"https://static.tigerbbs.com/316da6876f98ea9e33674d898866488a\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><p>In addition, Meta&#39;s free-cash-flow yield is way superior than companies like Alphabet (GOOG) and Apple (AAPL). Therefore, Meta looks discounted based on fundamentals. One might argue that Apple, Microsoft (MSFT) and Alphabet are higher quality businesses and deserve a more premium valuation. However, the discrepancy between them is too large for me to consider that argument.</p><p></p><p><img src=\"https://static.tigerbbs.com/9fb87eb24eda503219fd41c29b0cbd18\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><p>Lastly, Meta&#39;s liquidity is matching that of Apple&#39;s. The balance sheet makes it possible to do investments or give back to shareholders through buybacks. Meta has been actively buying back shares, yet the company still has 14% of the current market cap in liquidity. Snap (SNAP)&#39;s and Pinterest (PINS)&#39;s cash and short-term investments are hard to compare with that of the larger companies.</p><p></p><p><img src=\"https://static.tigerbbs.com/0fb37d71a19e97e68337fae6d783001d\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts<img src=\"https://static.tigerbbs.com/6bde53b768039bda10d42a0c875a037b\" tg-width=\"635\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p></p><h2>The Metaverse</h2><p>I have always had this thought; that whatever is unknown, is strenuous to comprehend, until it becomes reality. Trying to imagine what lies beyond the known boundaries of the universe is a pretty difficult exercise. What creatures could be out there? Your mind will flood you with images that you have seen in the past; but can&#39;t there be something new that has never been seen before? Something even your mind struggles to envision...</p><p>There is... and it is called innovation. Innovation is a broad term and stands for implementing a new product, service or process. As investors, we are cautious about this term:</p><blockquote>Since the profits that companies can earn are finite, the price that investors should be willing to pay for stocks must also be finite - Benjamin Graham.</blockquote><p>The metaverse is almost fully calculated into the stock price. Not to the upside, but to the downside. Investors assume nothing will come out of the Metaverse, for that reason, the stock might be a great opportunity. As we know, a decreased stock price lowers the risk and creates a higher possible return. The stock is now down 70%, which means the stock is less risky than it was at higher prices. Therefore, I would say that the margin of safety on Meta is sizeable at today&#39;s price.</p><p>However, if the metaverse would somehow manage to make some positive free cash flow, the stock price could see some promising returns. And as a matter of fact, the metaverse does look quite realistic. Learning through vision and physically practicing are the best ways to improve your skills. Globalization could be even more efficient than the current internet of things that we have now. Additionally, productivity has still room to grow. People want progress, something better, more efficient, compact and so on... If those things are available, it will be bought in no time.</p><p>However, I do agree that Meta’s storytelling has not been the best. It is very important to understand that the metaverse does not only resemble virtual reality, but also augmented reality. Unlike virtual reality, which creates a totally artificial environment, augmented reality users experience a real-world environment with generated perceptual information overlaid on top of it.</p><p>Personally, I see more real-life use in augmented reality. At the moment, deaf people finally have a chance to create meaningful conversations through augmented reality glasses. The glasses can transcript spoken language to subtitles that appear in the glasses.</p><p>Right now, I am writing this article on my pc with a second screen. But with the Meta headset, you can have as many screens as you want and even choose where to place them with augmented reality. Furthermore, the screens can have touchscreen functionalities to increase productivity. Space and cable management won’t be a problem any longer.</p><p></p><p><img src=\"https://static.tigerbbs.com/4fd580151d0b8a58a97c269551c2509b\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Meta - Website</p><p></p><p>This innovation is not all glamour, the company is spending billions of dollars in the project, which is soaking up a lot of the free cash flow. Yet, it is important to know that Meta is not only spending on the metaverse. Meta is in a new investment cycle to improve infrastructure, expand AI capacity and bring more data center capacity online. In Q3, Meta spent $4billion on Reality Labs, the rest went into other parts of the business. For example, AI advancements have led to watch time increases for Reels.</p><p></p><p><img src=\"https://static.tigerbbs.com/f9d7ea03914a4847486b45427c138351\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>Meta-Investor Relations Q3 22</p><p></p><p>Meta is partnering up with companies like Microsoft, <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (ADBE), Autodesk (ADSK), <a href=\"https://laohu8.com/S/ZM\">Zoom</a> (ZM), Accenture (ACN) and many more to create new solutions and applications on the metaverse devices.</p><p>Investing in a start-up is quite risky as the company is not making any money, burns cash and dilutes shareholders. In an increasing interest rate environment, it is not as easy as before to get hold on capital. Consequently, it should be avoided by intelligent investors. Nevertheless, Meta has the capital, the infrastructure and a strong underlying business to make this metaverse start-up work.</p><h2>Takeaway</h2><p>The downturn in the advertising cycle combined with towering investments make Meta a scary place for investors. The company is now harder to model with numbers and business analysts are blacked out.</p><p>Even so, Meta’s business has been around for almost 2 decades, has a strong core business with 2.93 billion daily users and does not dilute shareholders (in fact in decreasing outstanding share count). Would you really mind them innovating to satisfy the needs of the next generation?</p><p>Surely, free cash flow will be suffering for some years by the high investments. But better returns could come forward shortly in the Reels, Messenger and WhatsApp segments, since the core business is not out of focus. The weak advertising market and the strong dollar headwinds temporarily overshadow the quality of the business.</p><p>In my opinion, investors are way too bearish; therefore I see value in Meta. The risk-reward balance is favourable at the current prices. I will say that Alphabet offers a safer deal for me with less risk and a similar reward. Always remember that you have to look for an investment that fits you.</p><p>I rate Meta a Buy. Must the stock price go down under $100 a share, I might re-rate it to a Strong Buy.</p><p>Let’s end with a thoughtful quote of Carl Jung:</p><blockquote>The creation of something new is not accomplished by the intellect but by the play instinct acting from inner necessity. The creative mind plays with the objects it loves.</blockquote></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>Meta: Discounted Core Business</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\">\nMeta: Discounted Core Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 19:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560714-meta-discounted-core-business><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGenerations thrive by progression, there is no way of stopping the innovation of the new generation.Although the advertising downturn cycle and the strong dollar are temporarily tempering Meta’...</p>\n\n<a href=\"https://seekingalpha.com/article/4560714-meta-discounted-core-business\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4560714-meta-discounted-core-business","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2286458789","content_text":"SummaryGenerations thrive by progression, there is no way of stopping the innovation of the new generation.Although the advertising downturn cycle and the strong dollar are temporarily tempering Meta’s core business, the underlying business is completely fine.Investor sentiment is so bearish, that the advertising business looks cheap even with the negative impact of the metaverse.Generations have been evolving throughout the years, which has only been possible by innovations. Changes made our lives more efficient, safer and created better living conditions. Meta (NASDAQ:META) realigned their embodiment of innovation to meet the needs of the following generation. However, investors are punishing Meta's actions. As a result, the stock is now down 70% from all-time highs, which makes it a good time to take a deeper dive.Data by YChartsThe Core BusinessLet's start off with saying that Meta's core business is far from dead. Although the advertising market is weaker at the moment, in particular Europe, it is still generating a ton of money. Year-over-year advertising revenue stayed stable in all regions but Europe. Europe's consumer market is currently extremely weak, this is also clearly visible in other businesses. So it is no shock that advertising revenue is down by 16.3% in Europe, as companies try to cut back on marketing efforts in the region.Meta-Investor Relations Q3 22Still, this does not mean people are using less social media. Meta has been able to increase daily active people and monthly active people on their platforms. Last weekend, I have visited Barcelona (Spain), where I could witness the social media activity in the metro, train and busses. Barcelona, known as one of the busiest cities in Europe, is using Instagram, Reels and WhatsApp very frequently. By surprise, I have not seen a single person use TikTok. AI advancements in the scaling of recommendation models have led to watch time increases of 15% for Reels. Hence, I suspect that people are using Reels more and more, as a replacement for the competitor TikTok.Meta-Investor Relations Q3 22So, Meta's platforms are completely fine and Europe is the only real laggard for now. Europe is not lagging in terms of active users, but in revenue earned per user. In Asia-Pacific and the rest of the world, ARPUs have increased year-over-year.Meta-Investor Relations Q3 22Personally, I still see opportunities of growth in the core business. Reels has a good chance to take back market share from TikTok. Reels are included in Instagram and Facebook, which makes it a better all-in-one experience. Further, the monetization of Messenger and WhatsApp is another huge opportunity. Mark Zuckerberg, CEO of Meta, said in the Q3 2022 earnings call:We started with Click-to-Messaging ads, which let businesses run ads on Facebook and Instagram that start a thread on Messenger, WhatsApp or Instagram Direct so they can communicate with customers directly. This is one of our fastest growing ads products, with a $9 billion annual run rate. This revenue is mostly on Click-to-Messenger today since we started there first, but Click-to-WhatsApp just passed a $1.5 billion run rate, growing more than 80% year-over-year.Paid messaging is another opportunity that we're starting to tap into, and it continues to grow quickly but from a smaller base. We're putting the foundation in place now to scale this with key partnerships like Salesforce, which lets all businesses on their platform use WhatsApp as the main messaging service to answer customer questions, send updates, and sell directly in chat. We also launched JioMart on WhatsApp in India and it's our first end-to-end shopping experience that shows the potential for chatbased commerce through messaging.Between Click-to-Messaging and paid messaging, I’m confident that this is going to be a big opportunity.Click-to-Messenger/WhatsApp is growing extremely fast and could take a bigger percentage of total revenue in the following years.Overall, advertising is experiencing a temporary downturn, but this should not be troublesome for investors in the long term, since the underlying business is still sturdy.The ValuationSo far, I have not talked about the metaverse business, for the reason that it does not matter. Meta is trading at 11.65x earnings and 10.71x free cash flow, even in the COVID-19 crash the company was not this cheap. The metaverse has a negative impact on PE and PFCF ratios, since it generates negative earnings and needs a lot of free cash flow, yet these metrics are going lower.So, if Meta’s adventure in the metaverse comes to an end, no more negative impacts on earnings and free cash flow, then the stock would look even more discounted. Similarly, if the metaverse starts producing positive earnings and free cash flow, then the stock would also look more discounted. Further, the current valuation could be the bottom, as Meta is cutting costs and the core business and the dollar strength is stabilizing.Data by YChartsIn terms of EV-to-EBITDA, only Netflix (NFLX) is close to the valuation of Meta. Other peers and advertising-based companies trade at a significant higher multiple.Data by YChartsIn addition, Meta's free-cash-flow yield is way superior than companies like Alphabet (GOOG) and Apple (AAPL). Therefore, Meta looks discounted based on fundamentals. One might argue that Apple, Microsoft (MSFT) and Alphabet are higher quality businesses and deserve a more premium valuation. However, the discrepancy between them is too large for me to consider that argument.Data by YChartsLastly, Meta's liquidity is matching that of Apple's. The balance sheet makes it possible to do investments or give back to shareholders through buybacks. Meta has been actively buying back shares, yet the company still has 14% of the current market cap in liquidity. Snap (SNAP)'s and Pinterest (PINS)'s cash and short-term investments are hard to compare with that of the larger companies.Data by YChartsData by YChartsThe MetaverseI have always had this thought; that whatever is unknown, is strenuous to comprehend, until it becomes reality. Trying to imagine what lies beyond the known boundaries of the universe is a pretty difficult exercise. What creatures could be out there? Your mind will flood you with images that you have seen in the past; but can't there be something new that has never been seen before? Something even your mind struggles to envision...There is... and it is called innovation. Innovation is a broad term and stands for implementing a new product, service or process. As investors, we are cautious about this term:Since the profits that companies can earn are finite, the price that investors should be willing to pay for stocks must also be finite - Benjamin Graham.The metaverse is almost fully calculated into the stock price. Not to the upside, but to the downside. Investors assume nothing will come out of the Metaverse, for that reason, the stock might be a great opportunity. As we know, a decreased stock price lowers the risk and creates a higher possible return. The stock is now down 70%, which means the stock is less risky than it was at higher prices. Therefore, I would say that the margin of safety on Meta is sizeable at today's price.However, if the metaverse would somehow manage to make some positive free cash flow, the stock price could see some promising returns. And as a matter of fact, the metaverse does look quite realistic. Learning through vision and physically practicing are the best ways to improve your skills. Globalization could be even more efficient than the current internet of things that we have now. Additionally, productivity has still room to grow. People want progress, something better, more efficient, compact and so on... If those things are available, it will be bought in no time.However, I do agree that Meta’s storytelling has not been the best. It is very important to understand that the metaverse does not only resemble virtual reality, but also augmented reality. Unlike virtual reality, which creates a totally artificial environment, augmented reality users experience a real-world environment with generated perceptual information overlaid on top of it.Personally, I see more real-life use in augmented reality. At the moment, deaf people finally have a chance to create meaningful conversations through augmented reality glasses. The glasses can transcript spoken language to subtitles that appear in the glasses.Right now, I am writing this article on my pc with a second screen. But with the Meta headset, you can have as many screens as you want and even choose where to place them with augmented reality. Furthermore, the screens can have touchscreen functionalities to increase productivity. Space and cable management won’t be a problem any longer.Meta - WebsiteThis innovation is not all glamour, the company is spending billions of dollars in the project, which is soaking up a lot of the free cash flow. Yet, it is important to know that Meta is not only spending on the metaverse. Meta is in a new investment cycle to improve infrastructure, expand AI capacity and bring more data center capacity online. In Q3, Meta spent $4billion on Reality Labs, the rest went into other parts of the business. For example, AI advancements have led to watch time increases for Reels.Meta-Investor Relations Q3 22Meta is partnering up with companies like Microsoft, Adobe (ADBE), Autodesk (ADSK), Zoom (ZM), Accenture (ACN) and many more to create new solutions and applications on the metaverse devices.Investing in a start-up is quite risky as the company is not making any money, burns cash and dilutes shareholders. In an increasing interest rate environment, it is not as easy as before to get hold on capital. Consequently, it should be avoided by intelligent investors. Nevertheless, Meta has the capital, the infrastructure and a strong underlying business to make this metaverse start-up work.TakeawayThe downturn in the advertising cycle combined with towering investments make Meta a scary place for investors. The company is now harder to model with numbers and business analysts are blacked out.Even so, Meta’s business has been around for almost 2 decades, has a strong core business with 2.93 billion daily users and does not dilute shareholders (in fact in decreasing outstanding share count). Would you really mind them innovating to satisfy the needs of the next generation?Surely, free cash flow will be suffering for some years by the high investments. But better returns could come forward shortly in the Reels, Messenger and WhatsApp segments, since the core business is not out of focus. The weak advertising market and the strong dollar headwinds temporarily overshadow the quality of the business.In my opinion, investors are way too bearish; therefore I see value in Meta. The risk-reward balance is favourable at the current prices. I will say that Alphabet offers a safer deal for me with less risk and a similar reward. Always remember that you have to look for an investment that fits you.I rate Meta a Buy. Must the stock price go down under $100 a share, I might re-rate it to a Strong Buy.Let’s end with a thoughtful quote of Carl Jung:The creation of something new is not accomplished by the intellect but by the play instinct acting from inner necessity. The creative mind plays with the objects it loves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966447627,"gmtCreate":1669628793169,"gmtModify":1676538215720,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/205336bffcc6fdc08ba1f4a00a132d66","width":"1125","height":"2366"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966447627","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966854133,"gmtCreate":1669507966823,"gmtModify":1676538201973,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Alphabet(GOOGL)$","images":[{"img":"https://community-static.tradeup.com/news/e7962d12ed5c28de0030875932000d5d","width":"1125","height":"2366"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966854133","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9968564344,"gmtCreate":1669258717388,"gmtModify":1676538175515,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Bear for short term and Bull for long run!!!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Bear for short term and Bull for long run!!!&nbsp;","text":"$Tesla Motors(TSLA)$ Bear for short term and Bull for long run!!!","images":[{"img":"https://community-static.tradeup.com/news/d29cf772b3780fe0b2450120d7a5e65e","width":"1125","height":"2366"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968564344","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9968858601,"gmtCreate":1669185060404,"gmtModify":1676538164215,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$SINGTEL(Z74.SI)$","images":[{"img":"https://community-static.tradeup.com/news/ffa14fca028fb86df79aa95e6885a8c4","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968858601","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9968972383,"gmtCreate":1669116959143,"gmtModify":1676538154296,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the moon 😂&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the moon 😂&nbsp;","text":"$Tesla Motors(TSLA)$ To the moon 😂","images":[{"img":"https://community-static.tradeup.com/news/9461a884af802a9961fae7b014abcf0a","width":"1125","height":"1884"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968972383","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9961443784,"gmtCreate":1669034523548,"gmtModify":1676538142376,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Alibaba(BABA)$","images":[{"img":"https://community-static.tradeup.com/news/4e661c0fe2e19bf49805ce7f27519f7e","width":"1125","height":"1988"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961443784","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9078976633,"gmtCreate":1657628041622,"gmtModify":1676536036113,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OOO.AU\">$BetaShares Crude Oil Index ETF Currency Hedged (Synthetic)(OOO.AU)$</a>Safer haven for oil and better than&nbsp;<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a> ?","listText":"<a href=\"https://ttm.financial/S/OOO.AU\">$BetaShares Crude Oil Index ETF Currency Hedged (Synthetic)(OOO.AU)$</a>Safer haven for oil and better than&nbsp;<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$</a> ?","text":"$BetaShares Crude Oil Index ETF Currency Hedged (Synthetic)(OOO.AU)$Safer haven for oil and better than $Occidental(OXY)$ ?","images":[{"img":"https://community-static.tradeup.com/news/cb0408eb5820adf1e73a7215cb6e2c65","width":"1170","height":"3441"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":128,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9078976633","isVote":1,"tweetType":1,"viewCount":2510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9022226733,"gmtCreate":1653533197822,"gmtModify":1676535300249,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Any good news coming up?&nbsp;After reading seekingalpha's review... wanna cry lol&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Any good news coming up?&nbsp;After reading seekingalpha's review... wanna cry lol&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$Any good news coming up? After reading seekingalpha's review... wanna cry lol","images":[{"img":"https://community-static.tradeup.com/news/aa33e30eda0bb5046e2272f7e9e64696","width":"1170","height":"2292"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":25,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9022226733","isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580625969745490","authorId":"3580625969745490","name":"boonchong","avatar":"https://static.tigerbbs.com/49aa77ad0af13cd80f20edbad1234522","crmLevel":2,"crmLevelSwitch":1,"idStr":"3580625969745490","authorIdStr":"3580625969745490"},"content":"My latest news ..is faster sell off now immediately ..end of fairy Palan-tale","text":"My latest news ..is faster sell off now immediately ..end of fairy Palan-tale","html":"My latest news ..is faster sell off now immediately ..end of fairy Palan-tale"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":243717591072824,"gmtCreate":1700538370602,"gmtModify":1700538373169,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRN.SI\">$UOB APAC Green REIT ETF(GRN.SI)$&nbsp;</a> Bankers are having good times when investors are suffering. The lousiest REIT ETF by UOB!!!!","listText":"<a href=\"https://ttm.financial/S/GRN.SI\">$UOB APAC Green REIT ETF(GRN.SI)$&nbsp;</a> Bankers are having good times when investors are suffering. The lousiest REIT ETF by UOB!!!!","text":"$UOB APAC Green REIT ETF(GRN.SI)$ Bankers are having good times when investors are suffering. The lousiest REIT ETF by UOB!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243717591072824","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052741989,"gmtCreate":1655215007342,"gmtModify":1676535585371,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BSL.SI\">$RAFFLES MEDICAL GROUP LTD(BSL.SI)$</a>Safe to enter?&nbsp;","listText":"<a href=\"https://ttm.financial/S/BSL.SI\">$RAFFLES MEDICAL GROUP LTD(BSL.SI)$</a>Safe to enter?&nbsp;","text":"$RAFFLES MEDICAL GROUP LTD(BSL.SI)$Safe to enter?","images":[{"img":"https://community-static.tradeup.com/news/aab2c08c196b33a6ec1384e0c0b93007","width":"1170","height":"3066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052741989","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015221247,"gmtCreate":1649491765326,"gmtModify":1676534521082,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>Certainty in the&nbsp;Uncertainty. What will Elon's visional lead could do for the company? Grow or Down... let's wait and see.&nbsp;I'll hold up","listText":"<a href=\"https://ttm.financial/S/TWTR\">$Twitter(TWTR)$</a>Certainty in the&nbsp;Uncertainty. What will Elon's visional lead could do for the company? Grow or Down... let's wait and see.&nbsp;I'll hold up","text":"$Twitter(TWTR)$Certainty in the Uncertainty. What will Elon's visional lead could do for the company? Grow or Down... let's wait and see. I'll hold up","images":[{"img":"https://community-static.tradeup.com/news/13667aa04a0862e097a917ca6240f001","width":"1125","height":"4149"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015221247","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578860398815388","authorId":"3578860398815388","name":"OneC","avatar":"https://static.tigerbbs.com/d79efe8cb40ab89cc73afcebf2a58e77","crmLevel":6,"crmLevelSwitch":0,"idStr":"3578860398815388","authorIdStr":"3578860398815388"},"content":"let's see","text":"let's see","html":"let's see"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184949144449128,"gmtCreate":1686192879526,"gmtModify":1686192921818,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Talking gold one day&nbsp;and trash another .... youguys....&nbsp;","listText":"Talking gold one day&nbsp;and trash another .... youguys....&nbsp;","text":"Talking gold one day and trash another .... youguys....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184949144449128","repostId":"2341800265","repostType":2,"repost":{"id":"2341800265","kind":"news","pubTimestamp":1686189271,"share":"https://ttm.financial/m/news/2341800265?lang=&edition=fundamental","pubTime":"2023-06-08 09:54","market":"us","language":"en","title":"Palantir Stock: Get Out ASAP (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2341800265","media":"Seeking Alpha","summary":"Palantir Stock: Get Out ASAP (Rating Downgrade) (NYSE:PLTR)","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>After the Palantir stock recently broke through the $15 mark, I decided to update my thesis.</p></li><li><p>As I see it, the company has some significant problems related to the structure of its business model.</p></li><li><p>Alex Karp says in an interview that PLTR probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p></li><li><p>Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.</p></li><li><p>I assign a Sell rating on PLTR stock, downgrading it from Hold.</p></li></ul><p>After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, <em>I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it&#39;ll take many years for PLTR to grow out of its current valuation.</em> I&#39;m downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.</p><h2>Why Do I Think So?</h2><p>Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.</p><p>Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I&#39;ve written before, the company has some problems related to the structure of its business model. And it&#39;s not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.</p><p>First off, Palantir&#39;s software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f198b23e4449894d36c74caf8370ce07\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p>While Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.</p><p>And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn&#39;t sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d48c0b0f22419115fa897cfd6fdbddfd\" alt=\"Bloomberg [author&#39;s notes]\" title=\"Bloomberg [author&#39;s notes]\" tg-width=\"640\" tg-height=\"184\"/><span>Bloomberg [author&#39;s notes]</span></p><p>Correct me if I&#39;m wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR&#39;s CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.</p><p>Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, Databricks, SAS, R, AWS, and Azure. Palantir&#39;s closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.</p><p>So I believe the company&#39;s business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.</p><p>But let&#39;s pretend for a moment that I&#39;m wrong and AIP is indeed a game-changer. Let&#39;s just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b710b14aa42ca0e813128cf1121d32\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"640\" tg-height=\"723\"/><span>Credit Suisse [proprietary source]</span></p><p>This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS&#39;s numbers are also 19-18% above consensus. In other words, the bank&#39;s analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.</p><p>Pay attention to the forecast data above - it&#39;s very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by &gt;75% over the same period. That&#39;s slightly faster than what the company has been posting since 2022.</p><p>PLRT&#39;s net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.</p><p><em>In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?</em></p><p>Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won&#39;t go beyond the $15.00/sh mark.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07036fb1cf9e0312f902c94b8fa8d172\" alt=\"Credit Suisse [proprietary source]\" title=\"Credit Suisse [proprietary source]\" tg-width=\"544\" tg-height=\"426\"/><span>Credit Suisse [proprietary source]</span></p><p>With PLTR&#39;s P/E ratio back at &gt;70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don&#39;t know about you, but I can&#39;t understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f2a7d46e1305309af2b87a1a7e0bc8f\" alt=\"Seeking Alpha, PLTR, author&#39;s notes\" title=\"Seeking Alpha, PLTR, author&#39;s notes\" tg-width=\"640\" tg-height=\"468\"/><span>Seeking Alpha, PLTR, author&#39;s notes</span></p><p>Even with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.</p><h2>The Bottom Line</h2><p>I realize that I could easily be wrong in my assessments of the company&#39;s business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it&#39;s too early to judge AIP&#39;s success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.</p><p>However, I try to think through the prism of the most likely events. I think it&#39;s more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company&#39;s operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.</p><p>For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.</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 Stock: Get Out ASAP (Rating Downgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Get Out ASAP (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model...</p>\n\n<a href=\"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4610044-palantir-stock-get-out-asap-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341800265","content_text":"SummaryAfter the Palantir stock recently broke through the $15 mark, I decided to update my thesis.As I see it, the company has some significant problems related to the structure of its business model.Alex Karp says in an interview that PLTR probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Even if PLTR trades at extremely high EV/UFCF multiples as suggested by bulls, the fair value is unlikely to exceed what we see today.I assign a Sell rating on PLTR stock, downgrading it from Hold.After the stock recently broke through the $15 mark, I decided to update my thesis. Unfortunately for bulls, I must warn those who wanted to jump on this positive bandwagon: the company is perfectly valued at this point and it'll take many years for PLTR to grow out of its current valuation. I'm downgrading the stock again from Hold to Sell and urge everyone to be extremely cautious.Why Do I Think So?Palantir develops and sells software platforms to operationalize data for large government and commercial customers. The company has 3 platforms: Gotham, which is used in the government sector; Foundry, a more standardized offering primarily for commercial customers; and Apollo, a critical systems operations coordinator launched for commercial use in 2021. The firm is developing its latest offering, the Artificial Intelligence Platform [AIP], which combines the existing software platforms with large language models [LLMs] to enable customers in commercial and government sectors to leverage the benefits of artificial intelligence breakthroughs [according to the latest 10-Q filing]. AIP allows users to connect LLMs with their data and operations, aiding decision-making while adhering to legal, ethical, and security requirements.Unsurprisingly, the mention of AI and LLMs in the same paragraph of the 10-Q, as well as the strong Q1 FY2023 numbers, gave the stock a significant boost and allowed speculators to double their investment [so far] on buying PLTR shares ahead of the quarterly report release. However, as I've written before, the company has some problems related to the structure of its business model. And it's not yet clear exactly how these problems will be resolved in the foreseeable future - no matter how many new features are pitched through the marketing campaigns.First off, Palantir's software still requires extensive human interaction for coding, and it was expensive and lacked comprehensive features for everyday business users when the company first started as a business intelligence [BI - not AI] company. So due to the proprietary nature of its platform and the need for customization and coding, Palantir became more of a services company rather than a scalable software company. The heavy reliance on employees for implementation hindered growth and scalability - this is why PLTR lost its previous operating growth at some point in its recent past.Data by YChartsWhile Palantir found success with government contracts and security-related use cases, their software was not the primary driver of their success. The company relied heavily on the expertise of its employees, making it difficult to scale the business, while at the same time, its focus on the federal sector limited its presence in the commercial space.And since I touched upon that, in the commercial space, competitors are not sleeping. They keep on evolving their platforms, expanding mobile capabilities, and building partner ecosystems to cater to various use cases. Companies were shifting towards more affordable and flexible analytics solutions, making it challenging for Palantir to compete effectively. And at the same time, CEO Alex Karp says in an interview with Bloomberg that the company probably shouldn't sell its AI offerings to some commercial customers, which I think limits and deters a potential buyer.Bloomberg [author's notes]Correct me if I'm wrong, but commercial space should be the main growth driver for the company if it wants to scale and hold the high valuation multiples that the market assigns to it. And at the very time when an unprecedented war for a customer is breaking out in the AI space, PLTR's CEO is making such claims, ignoring other competitors or not taking them seriously - that poses future problems, in my opinion.Over the past few years, the industry witnessed a shift where the GUI/front end became commoditized, and the focus shifted to the data stack and building models, machine learning, etc. Companies started adopting cost-effective analytics tools like Power BI, and the work was done using platforms like Snowflake, Databricks, SAS, R, AWS, and Azure. Palantir's closed-end system and expensive resources were not aligned with this trend - the hyped AIP may not really solve the problem here.So I believe the company's business model, heavily dependent on expensive resources and a consulting approach, does not align with the strategies of successful software companies today.But let's pretend for a moment that I'm wrong and AIP is indeed a game-changer. Let's just make some napkin calculations. I have forward-looking data on hand from a former Credit Suisse analyst who calculated the key operating data for PLTR through FY2025:Credit Suisse [proprietary source]This analyst had a price target of $11 per share and an adjusted EPS forecast for FY2023 of $0.25 - which is above the current consensus. FY2024 and FY2025 CS's numbers are also 19-18% above consensus. In other words, the bank's analyst was clearly bullish - the current neutral rating is the result of the sharp revaluation of the stock price as I see it.Pay attention to the forecast data above - it's very positive. EBITDA is expected to more than double by FY2025, while revenue is expected to grow by >75% over the same period. That's slightly faster than what the company has been posting since 2022.PLRT's net debt is expected to remain strongly negative, as there is no long-term debt, and cash flow is very positive. Shareholders equity should double against this backdrop and the number of shares outstanding is expected to decline by 11.75% over this 5-year period.In a word - everything looks more than positive and rosy for the company. Why then only $11 per share as a price target?Because even if PLTR trades at NTM and SNTM EV/UFCF multiples of 99.7x and 76.1x [respectively], as the analyst writes, which would correspond to the Blue Sky scenario, the fair value won't go beyond the $15.00/sh mark.Credit Suisse [proprietary source]With PLTR's P/E ratio back at >70x, it makes absolutely no sense for me to keep the stock on the Hold rating. I don't know about you, but I can't understand the intentions of many investors to overpay for a technology that has questionable unit economics and rooting business model issues.Seeking Alpha, PLTR, author's notesEven with relatively optimistic forecasts and a continuation of the break-even trend, PLTR stock is again severely overvalued like in late-2021, and risks losing most [if not all] of its gains once the AI hype subsides.The Bottom LineI realize that I could easily be wrong in my assessments of the company's business model - this poses a significant upside risk to my updated Sell thesis. The thing is, it's too early to judge AIP's success or failure - too little time has passed, and its commercial success is shrouded in a veil of secrecy. I could also be wrong about the valuation of the company - with a relatively fast breaking-even dynamic, PLTR may grow out of its valuation sooner than I see, contrary to my Sell thesis.However, I try to think through the prism of the most likely events. I think it's more likely that PLTR will become a run-of-the-mill AI vendor at best, and its richly valued market cap will decline as the company's operations mature. The current hype is nothing more than a pop against the backdrop of another bubble that is inflating and cannot last forever. I expect the market to reprice all the risks in the coming months, and PLTR will then probably be among those negatively affected because of that repricing.For these reasons, I assign a Sell rating on PLTR stock, downgrading it from Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555133232752751","authorId":"3555133232752751","name":"IanTan","avatar":"https://static.tigerbbs.com/9e9aeb45c2c681ec8d2db7302d501c44","crmLevel":2,"crmLevelSwitch":0,"idStr":"3555133232752751","authorIdStr":"3555133232752751"},"content":"Yes agreed, this total nonsense. On the same day, seekingrubbish Suggested is a good conpany then late rate to sell ??? NO credibility at all.","text":"Yes agreed, this total nonsense. On the same day, seekingrubbish Suggested is a good conpany then late rate to sell ??? NO credibility at all.","html":"Yes agreed, this total nonsense. On the same day, seekingrubbish Suggested is a good conpany then late rate to sell ??? NO credibility at all."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094180370,"gmtCreate":1645080063597,"gmtModify":1676533995317,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094180370","repostId":"2211766151","repostType":2,"repost":{"id":"2211766151","kind":"highlight","pubTimestamp":1645057191,"share":"https://ttm.financial/m/news/2211766151?lang=&edition=fundamental","pubTime":"2022-02-17 08:19","market":"us","language":"en","title":"2 Metaverse Stocks to Buy and Hold for the Next 10 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2211766151","media":"Motley Fool","summary":"Investors can bet on these two companies to ride the metaverse trend.","content":"<html><head></head><body><p>The metaverse is becoming a popular investment theme of late. Investors are scrambling for stock ideas to avoid missing out on what many are suggesting will be a huge trend.</p><p>While much about the metaverse is speculative right now and lots of new companies are coming to market with their ideas for capitalizing on it, investors do not have to buy in on unknown or unproven startups to benefit from the tailwind. There are well-established companies that investors can bet on to ride the metaverse story.</p><p>Let&#39;s explore two of these metaverse stocks that might just be worth buying and holding for the next decade of development.</p><h2>1. <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>: The social media-turned-metaverse contender</h2><p><b>Meta Platforms</b> (NASDAQ:FB), formerly known as Facebook, has been a social media platform for most of its existence. With more than 3 billion monthly active users, Meta is used by almost half of the global population who access at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its family of apps -- Facebook, Facebook Messenger, Instagram, and WhatsApp.</p><p>While its social media apps generate most of the revenue -- with income mainly from advertising -- Meta made a strategic move last year to pivot the company&#39;s focus toward the metaverse. In this new frontier, Meta aims to help users maintain a feeling of physical presence, beyond just text and video, when connecting with anyone, anywhere.</p><p>For example, today, we video call our family members who live in another location using Facebook Messenger, Whatsapp, or another video streaming program. But in the metaverse world, we can put on our VR headsets and be together with our family members in a virtual space. The experience will be similar to watching <i>Avatar</i> in a 3D cinema. The difference is that we can interact with the virtual avatars of our family members. Or imagine a world where we can attend any live concert, globally, without leaving the comfort of our homes. All we need is to put on Meta&#39;s Oculus headset and our favorite artists appear in front of us (at least virtually). And while we are at the concert, we can make purchases in a virtual marketplace and the products we buy can be virtual as well (like dressing our avatar in a concert T-shirt) or real (like buying an actual concert T-shirt) and the products are then shipped to our homes. These are just some early and basic examples of what we can experience in a metaverse.</p><p>So what is Meta&#39;s role in this gigantic shift? To start, the company wants to help develop the core technologies -- like virtual reality (VR) and augmented reality (AR) -- as well as the social platforms that will bring the metaverse to life. It will also focus on building a more inclusive community, ensuring that privacy and safety, open standards, and the appropriate governance are all there from the start.</p><p>While all these sound good and exciting, investors should note that the metaverse will take years, if not decades, to become mainstream. Along the way, Meta will need to invest heavily in technology, talent, and partnerships to pull this off. It helps that the tech company has an advertising business that generates billions in profit annually, billions of active users, thousands of world-class talents (developers), and a visionary founder who has significant skin in the game.</p><p>With these ingredients in place, Meta can take a long-term approach toward building its metaverse business.</p><h2>2. Tencent Holdings: The leading technology conglomerate in China</h2><p><b>Tencent Holdings</b> (OTC:TCEHY) is one of the most valuable companies in China thanks to its wide-ranging business activities. It is the leading Chinese company in online games, social media, mobile messaging, fintech, and more. Think of it as the combination of Meta, <b>Activision Blizzard</b>, and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b>. Besides its fully owned businesses, Tencent is also an investor in some of the best companies globally, including <b>Meituan</b>, <b>Pinduoduo</b>, <b>Sea Limited</b>,<b> Spotify Technology</b>, and<b> Snap</b>, just to mention a few.</p><p>Unlike Meta, which has shifted its whole company to focus on metaverse, Tencent has yet to make such a major change to its business model. Nevertheless, the latter&#39;s exposure to the metaverse is in no way less significant.</p><p>To start, Tencent is already an active participant in metaverse via its exposure to video games. As the largest gaming company in China, the company is well-positioned to take the next step of making its games more interactive and immersive. To this end, Tencent has all the resources -- cash, developers, and users -- to pivot its gaming business toward that direction.</p><p>Besides, it has exposure to other leading gaming companies -- such as Epic Games and <b>Roblox</b> -- to help it ride the metaverse trend. For example, Tencent and Roblox have a joint venture that will distribute Roblox&#39;s content in China. In other words, Tencent will benefit directly (from accessing Roblox&#39;s content) and indirectly (from watching and learning Roblox&#39;s moves) so long as it maintains its partnership with Roblox.</p><p>On top of that, Tencent has recently acquired Chinese gaming-focused specialty smartphone maker Black Shark as a move into the AR/VR hardware business. This move completes the puzzle within Tencent&#39;s metaverse plan since the company already has all the necessary pieces through its wide-ranging businesses.</p><p>In short, investors looking to ride the metaverse tailwind can keep Tencent on their radar.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Metaverse Stocks to Buy and Hold for the Next 10 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Metaverse Stocks to Buy and Hold for the Next 10 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/16/metaverse-stocks-buy-and-hold-for-next-10-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The metaverse is becoming a popular investment theme of late. Investors are scrambling for stock ideas to avoid missing out on what many are suggesting will be a huge trend.While much about the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/16/metaverse-stocks-buy-and-hold-for-next-10-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","RBLX":"Roblox Corporation","BK4550":"红杉资本持仓","AR":"Antero Resources Corp","TCEHY":"腾讯控股ADR","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","VR":"GLOBAL X METAVERSE ETF","BK4547":"WSB热门概念","BK4085":"互动家庭娱乐","00700":"腾讯控股","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4213":"石油与天然气的勘探与生产","META":"Meta Platforms, Inc.","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4508":"社交媒体","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/02/16/metaverse-stocks-buy-and-hold-for-next-10-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211766151","content_text":"The metaverse is becoming a popular investment theme of late. Investors are scrambling for stock ideas to avoid missing out on what many are suggesting will be a huge trend.While much about the metaverse is speculative right now and lots of new companies are coming to market with their ideas for capitalizing on it, investors do not have to buy in on unknown or unproven startups to benefit from the tailwind. There are well-established companies that investors can bet on to ride the metaverse story.Let's explore two of these metaverse stocks that might just be worth buying and holding for the next decade of development.1. Meta Platforms: The social media-turned-metaverse contenderMeta Platforms (NASDAQ:FB), formerly known as Facebook, has been a social media platform for most of its existence. With more than 3 billion monthly active users, Meta is used by almost half of the global population who access at least one of its family of apps -- Facebook, Facebook Messenger, Instagram, and WhatsApp.While its social media apps generate most of the revenue -- with income mainly from advertising -- Meta made a strategic move last year to pivot the company's focus toward the metaverse. In this new frontier, Meta aims to help users maintain a feeling of physical presence, beyond just text and video, when connecting with anyone, anywhere.For example, today, we video call our family members who live in another location using Facebook Messenger, Whatsapp, or another video streaming program. But in the metaverse world, we can put on our VR headsets and be together with our family members in a virtual space. The experience will be similar to watching Avatar in a 3D cinema. The difference is that we can interact with the virtual avatars of our family members. Or imagine a world where we can attend any live concert, globally, without leaving the comfort of our homes. All we need is to put on Meta's Oculus headset and our favorite artists appear in front of us (at least virtually). And while we are at the concert, we can make purchases in a virtual marketplace and the products we buy can be virtual as well (like dressing our avatar in a concert T-shirt) or real (like buying an actual concert T-shirt) and the products are then shipped to our homes. These are just some early and basic examples of what we can experience in a metaverse.So what is Meta's role in this gigantic shift? To start, the company wants to help develop the core technologies -- like virtual reality (VR) and augmented reality (AR) -- as well as the social platforms that will bring the metaverse to life. It will also focus on building a more inclusive community, ensuring that privacy and safety, open standards, and the appropriate governance are all there from the start.While all these sound good and exciting, investors should note that the metaverse will take years, if not decades, to become mainstream. Along the way, Meta will need to invest heavily in technology, talent, and partnerships to pull this off. It helps that the tech company has an advertising business that generates billions in profit annually, billions of active users, thousands of world-class talents (developers), and a visionary founder who has significant skin in the game.With these ingredients in place, Meta can take a long-term approach toward building its metaverse business.2. Tencent Holdings: The leading technology conglomerate in ChinaTencent Holdings (OTC:TCEHY) is one of the most valuable companies in China thanks to its wide-ranging business activities. It is the leading Chinese company in online games, social media, mobile messaging, fintech, and more. Think of it as the combination of Meta, Activision Blizzard, and PayPal Holdings. Besides its fully owned businesses, Tencent is also an investor in some of the best companies globally, including Meituan, Pinduoduo, Sea Limited, Spotify Technology, and Snap, just to mention a few.Unlike Meta, which has shifted its whole company to focus on metaverse, Tencent has yet to make such a major change to its business model. Nevertheless, the latter's exposure to the metaverse is in no way less significant.To start, Tencent is already an active participant in metaverse via its exposure to video games. As the largest gaming company in China, the company is well-positioned to take the next step of making its games more interactive and immersive. To this end, Tencent has all the resources -- cash, developers, and users -- to pivot its gaming business toward that direction.Besides, it has exposure to other leading gaming companies -- such as Epic Games and Roblox -- to help it ride the metaverse trend. For example, Tencent and Roblox have a joint venture that will distribute Roblox's content in China. In other words, Tencent will benefit directly (from accessing Roblox's content) and indirectly (from watching and learning Roblox's moves) so long as it maintains its partnership with Roblox.On top of that, Tencent has recently acquired Chinese gaming-focused specialty smartphone maker Black Shark as a move into the AR/VR hardware business. This move completes the puzzle within Tencent's metaverse plan since the company already has all the necessary pieces through its wide-ranging businesses.In short, investors looking to ride the metaverse tailwind can keep Tencent on their radar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002657971,"gmtCreate":1642001385312,"gmtModify":1676533670720,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"All the way <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","listText":"All the way <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"All the way $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002657971","repostId":"1114732808","repostType":2,"repost":{"id":"1114732808","kind":"news","pubTimestamp":1641995536,"share":"https://ttm.financial/m/news/1114732808?lang=&edition=fundamental","pubTime":"2022-01-12 21:52","market":"us","language":"en","title":"Palantir: Worth $10, But I'll Buy At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=1114732808","media":"seekingalpha","summary":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look strong","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir&#39;s share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.</li><li>I see improved profitability in the future and a service that competitors will struggle to replicate.</li><li>Macro headwinds are a challenge, but just.</li><li>At worst, Palantir is worth $10, but I&#39;d definitely add at $15. There&#39;s still plenty of room for the company to surprise investors.</li></ul><p><b>Thesis Summary</b></p><p>Palantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.</p><p>Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.</p><p>What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.</p><p><b>Palantir does have a moat (for now)</b></p><p>One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.</p><p>Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.</p><p>Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.</p><p>It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.</p><p><b>Economies of scale are happening</b></p><p>The other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.</p><p>But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&amp;A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.</p><p><b>How much is Palantir worth now and in the future?</b></p><p>With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.</p><p>In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f751d9a2d6909956f9ca75d692d1eb3\" tg-width=\"717\" tg-height=\"261\" width=\"100%\" height=\"auto\"/><span>Palantir Growth</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d3c17b0966870585d0f4bc51a488ddb\" tg-width=\"728\" tg-height=\"759\" width=\"100%\" height=\"auto\"/><span>Palantir Shares</span></p><p>The projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.</p><p>With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.</p><p>In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.</p><p>Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.</p><p>Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.</p><p><b>Other considerations</b></p><p>I think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.</p><p>As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.</p><p><b>Takeaway</b></p><p>Certainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.</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: Worth $10, But I'll Buy At $15</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: Worth $10, But I'll Buy At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle...</p>\n\n<a href=\"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479204-palantir-stock-worth-10-dollars-buy-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114732808","content_text":"SummaryPalantir's share price has fallen over 30% in the last 6 months, but fundamentals look stronger than ever.I see improved profitability in the future and a service that competitors will struggle to replicate.Macro headwinds are a challenge, but just.At worst, Palantir is worth $10, but I'd definitely add at $15. There's still plenty of room for the company to surprise investors.Thesis SummaryPalantir’s(NYSE:PLTR)share price has fallen nearly 30% in the last six months amid a broader tech selloff. Bears have come out of the cave, with some going as far as declaring that the company is worth as little as $5 share.Granted, the company has its problems, but it is still a pioneering company in a growing sector. Unlike the naysayers, I do believe that Palantir has a moat and I see evidence that it could achieve higher profitability as it scales.What is Palantir’s “fair value”? Being conservative, I could go as low as $10/share, but the market won’t take it that low. At $15, this is a screaming buy due to its long-term potential. Growth in the private sector will be the definitive trend to watch for in the next decade.Palantir does have a moat (for now)One of the biggest areas of debate surrounding Palantir is the existence or lack of a “moat” around its business. When it comes to technology like AI, it can be hard for investors to understand just how “unique” a certain technology is.Palantir offers Foundry for enterprises and Gotham for governments, which is an AI data analytics tool. Used in the right way and by the right people, it can be used to seamlessly sift through data and find patterns or trends that could potentially do anything from stopping a terrorist attack to optimizing supply chains.Is this software unique? There are a lot of other companies in the lucrative space of data analytics, but few that have the capabilities of Palantir. Evidence of this, of course, is the large presence the company has achieved in the public sector. However, what is also misunderstood by many is that Palantir has amassed some of the best talent in the industry.It is this combination of talent, which comes at the price of stock-based compensation, and a top of line software/AI, which give Palantir its moat.Economies of scale are happeningThe other main issue that people have with Palantir, is profitability. The company is losing cash every year and funding its operations through stock dilution. However, what people fail to see is that Palantir is funding growth and expansion. If the company wanted to, I believe it could indeed turn a profit as soon as next year. After all, the company has a levered FCF margin of around 35%.But profitability isn’t what the company wants, as it is trying to grow revenues and expand. Having said that, for those that believe profitability is a pipedream, I found the most encouraging evidence of economies of scale in the latest earnings call presentation.During the Q&A section, a very interesting point was made regarding the different modules that the company has been able to create for Foundry. In short, Palantir has been able to create specialized versions of Foundry which can be used for specific situations/industries. In other words, the company has been able to standardize its work to a degree. The data problems that one company faces, aren’t unique and from what I gather, Palantir can now deploy previously created modules to solve similar problems while decreasing the workload and deployment time.How much is Palantir worth now and in the future?With all of the above said, Palantir doesn’t seem to me like bad company. But is the valuation stretched? That depends on what multiples the market assigns, the actual growth rates, and the level of dilution we see moving forward.In a previous article, I forecasted the revenue growth of Palantir based on current trends and estimates, and also looked at a possible trajectory for the overall share growth based on financing needs and balance sheet structure.Palantir GrowthPalantir SharesThe projections for 2021 are on the higher side, but the growth fits the overall narrative of the company of going from a 40% growth rate to a stabilized 30% CAGR over the next decade. Also, bear in mind Palantir has typically beaten its revenue forecasts.With this revenue and share count, we can easily calculate a target share price, all we need is to assign a P/S multiple.In 2021, Palantir has traded at a P/S of around 20 and as high as 30. While I agree that this is on the higher end of the spectrum, it is much more reasonable than assigning a P/S of 5. I would argue the best way to find a reasonable ratio, is to find a comparable company, and I’d say Splunk Inc(NASDAQ:SPLK)is a good start. Splunk, like Palantir, is in the data business, it has similar margins and even a presence in the public sector, making it a close competitor to Palantir.Splunk currently has a P/S of around 7.6, but it has also grown revenues at only 10% in the last year, far below Palantir’s 43% growth rate. With this in mind, I could easily justify Palantir having a P/S of 15. Even if you believe both Palantir and Splunk are due for further multiple contractions I think a P/S of 10 for Palantir is as low as the market will go. With that said, I’ll establish a price range using a P/S of 10-15 and using my forecasts for 2022 and 2025.Therefore, my price target for 2022 based on P/S would be $11.5-$15.2. By 2025, at the same P/S, the shares would be worth between $24.6-$37. Bear in mind this implies a significant multiple contraction compared to what we have seen in 2021.Other considerationsI think $10 is a floor that Palantir won’t break. I’d be happy to scoop up those shares at that price, and even at $15. Palantir is well-positioned for long-term growth, and it could pleasantly surprise investors, especially if it can make more inroads in the private sector. For now, indeed, unprofitable companies like Palantir are not fashionable, due to the idea that the Fed will be raising rates “soon”. This is yet to be seen.As I’ve mentioned before, inflation will struggle to remain high while money velocity is trending lower. Could we have already seen the highest levels of inflation? Without direct fiscal stimulus (literally sending people money) inflation won’t persist, and without inflation low rates, cheap money and high growth will remain good investments.TakeawayCertainly, anything could happen, and it’s important to have a diversified portfolio of companies, but at these prices, Palantir offers limited downside while holding the potential to surprise investors in the next few months and even years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011857978,"gmtCreate":1648857469768,"gmtModify":1676534410597,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Nice. They should improve their sale strategies&nbsp;","listText":"Nice. They should improve their sale strategies&nbsp;","text":"Nice. They should improve their sale strategies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011857978","repostId":"1171565456","repostType":2,"repost":{"id":"1171565456","kind":"news","pubTimestamp":1648827118,"share":"https://ttm.financial/m/news/1171565456?lang=&edition=fundamental","pubTime":"2022-04-01 23:31","market":"us","language":"en","title":"5 Reasons to Buy Micron, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=1171565456","media":"Motley Fool","summary":"The memory chipmaker is still firing on all cylinders.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Micron’s Q2 numbers easily beat analysts’ estimates.</li><li>It provided sunny guidance for the third quarter.</li><li>The stock still looks incredibly cheap relative to its growth potential.</li></ul><p><b>Micron Technology</b>&#39;s stock rose 3% on March 29 after the memory chipmaker posted its second-quarter earnings report.</p><p>Its revenue rose 25% year over year to $7.79 billion, beating analysts&#39; estimates by $260 million. Its adjusted net income jumped 117% to $2.44 billion, or $2.14 per share -- which also cleared expectations by $0.16.</p><p>Those headline numbers were impressive, but do they make Micron a compelling investment? Let&#39;s review five reasons to buy the stock -- as well as one reason to sell it -- to find out.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63155855db0c679488faf41b53cb374\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p><b>1. Double-digit revenue growth for the foreseeable future</b></p><p>Micron&#39;s 25% revenue growth in the second quarter easily surpassed its previous guidance for 17% to 23% growth. It also represented its eighth consecutive quarter of double-digit revenue growth.</p><p>For the third quarter, it expects its revenue to rise 17% year over year to $8.7 billion, which also exceeded analysts&#39; expectations for 10% growth.</p><p>Analysts had expected Micron&#39;s revenue to grow 17% for the full year and rise another 21% in fiscal 2023 -- but the company&#39;s sunny guidance suggests those estimates might be too low.</p><p><b>2. No cyclical slowdown yet</b></p><p>Micron generated 73% of its revenue from DRAM chips during the second quarter. Another 25% came from NAND chips, while the remaining 2% came from other types of memory chips.</p><p>Its DRAM revenue rose 2% sequentially and 29% year over year, while its NAND revenue increased 4% sequentially and 19% year over year.</p><p>That robust growth -- which Micron attributed to the strength of the data center market, robust sales of desktop and enterprise PCs, and the expansion of the automotive and industrial markets -- indicates the &#34;super cycle&#34; in chip upgrades across multiple industries is far from over. The global chip shortage, which Micron expects to last until 2023, will likely prolong that cycle with tighter supplies and higher prices.</p><p>Micron expects the DRAM and NAND markets to maintain a &#34;healthy supply demand balance&#34; throughout the rest of the year, and that the industry&#39;s progress in resolving non-memory component shortages (which indirectly curb the market&#39;s appetite for memory chips) will buoy its near-term growth.</p><p><b>3. Expanding gross and operating margins</b></p><p>Micron&#39;s adjusted gross margin expanded both sequentially and year over year in the second quarter. Its adjusted operating margin dipped sequentially but also significantly expanded year over year. Let&#39;s dive into the numbers.</p><table><colgroup></colgroup><tbody><tr><th><p>Period</p></th><th><p>Q2 2021</p></th><th><p>Q1 2022</p></th><th><p>Q2 2022</p></th></tr><tr><td><p>Gross margin</p></td><td><p>32.9%</p></td><td><p>47%</p></td><td><p>47.8%</p></td></tr><tr><td><p>Operating margin</p></td><td><p>20.2%</p></td><td><p>35.4%</p></td><td><p>35.3%</p></td></tr></tbody></table><p>Data source: Micron. Non-GAAP basis.</p><p>For the third quarter, Micron expects its adjusted gross margin to rise to about 48% as both its DRAM and NAND gross margins improve sequentially -- even as it recognizes a higher mix of lower-margin NAND revenues.</p><p><b>4. Limited exposure to Russia and Ukraine</b></p><p>Over the past month, Ukraine war has exacerbated the global chip shortage by disrupting supplies of neon gas and other minerals.</p><p>But during the conference call, Micron CEO Sanjay Mehrotra said the company had &#34;strategically diversified&#34; its supply chain over the past few years and maintained &#34;appropriate inventories of materials and noble gases.&#34; Therefore, it doesn&#39;t anticipate &#34;any negative impact&#34; to its &#34;near-term production volumes&#34; from the Russian-Ukrainian conflict.</p><p>Mehrotra said the conflict could still cause some of Micron&#39;s costs to rise as it secures a &#34;supply of certain raw materials that could be at risk.&#34; However, its gross margin forecast for the third quarter strongly suggests it will offset those costs with higher average selling prices.</p><p><b>5. A very attractive valuation</b></p><p>Micron trades at just eight times forward earnings, making it one of the market&#39;s cheapest major semiconductor stocks.<b>Intel</b> trades at 14 times forward earnings, while <b>Qualcomm</b> has a forward price-to-earnings ratio of 13.</p><p>Yet Micron is also growing at a much faster rate than both chipmakers. Analysts expect Micron&#39;s adjusted earnings to grow a whopping 51% this year and increase another 35% in fiscal 2023. Over the next five years, they expect its annual earnings to grow at an average rate of about 25% -- which gives it a low PEG ratio of 0.9. Generally speaking, a PEG ratio under 1.0 is considered deeply undervalued.</p><p><b>The one reason to sell Micron: A cyclical slowdown</b></p><p>Micron usually trades at a discount to larger chipmakers like Intel and Qualcomm because its core business is less diversified and more cyclical.</p><p>As a pure-play memory chipmaker, Micron&#39;s growth is pinned to the boom and bust cycles of the DRAM and NAND markets. During its last bust in 2019, Micron&#39;s revenue declined year over year for<i>six straight quarters</i>before returning to growth in the third quarter of fiscal 2020. That&#39;s when its current boom cycle started.</p><p>It&#39;s unclear when this growth cycle will end. But when it does, it will likely cause Micron to abruptly miss Wall Street&#39;s optimistic forecasts.</p><p><b>The strengths still outweigh the weaknesses</b></p><p>Micron&#39;s growth will eventually decelerate, but the current super cycle of chip upgrades should last for at least another year. Therefore, I firmly believe Micron still has plenty of room to run -- since investors seem to be ignoring its obvious strengths and fretting too much over a future slowdown.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons to Buy Micron, and 1 Reason 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\">\n5 Reasons to Buy Micron, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/5-reasons-to-buy-micron-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMicron’s Q2 numbers easily beat analysts’ estimates.It provided sunny guidance for the third quarter.The stock still looks incredibly cheap relative to its growth potential.Micron Technology...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/5-reasons-to-buy-micron-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/04/01/5-reasons-to-buy-micron-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171565456","content_text":"KEY POINTSMicron’s Q2 numbers easily beat analysts’ estimates.It provided sunny guidance for the third quarter.The stock still looks incredibly cheap relative to its growth potential.Micron Technology's stock rose 3% on March 29 after the memory chipmaker posted its second-quarter earnings report.Its revenue rose 25% year over year to $7.79 billion, beating analysts' estimates by $260 million. Its adjusted net income jumped 117% to $2.44 billion, or $2.14 per share -- which also cleared expectations by $0.16.Those headline numbers were impressive, but do they make Micron a compelling investment? Let's review five reasons to buy the stock -- as well as one reason to sell it -- to find out.Image source: Getty Images.1. Double-digit revenue growth for the foreseeable futureMicron's 25% revenue growth in the second quarter easily surpassed its previous guidance for 17% to 23% growth. It also represented its eighth consecutive quarter of double-digit revenue growth.For the third quarter, it expects its revenue to rise 17% year over year to $8.7 billion, which also exceeded analysts' expectations for 10% growth.Analysts had expected Micron's revenue to grow 17% for the full year and rise another 21% in fiscal 2023 -- but the company's sunny guidance suggests those estimates might be too low.2. No cyclical slowdown yetMicron generated 73% of its revenue from DRAM chips during the second quarter. Another 25% came from NAND chips, while the remaining 2% came from other types of memory chips.Its DRAM revenue rose 2% sequentially and 29% year over year, while its NAND revenue increased 4% sequentially and 19% year over year.That robust growth -- which Micron attributed to the strength of the data center market, robust sales of desktop and enterprise PCs, and the expansion of the automotive and industrial markets -- indicates the \"super cycle\" in chip upgrades across multiple industries is far from over. The global chip shortage, which Micron expects to last until 2023, will likely prolong that cycle with tighter supplies and higher prices.Micron expects the DRAM and NAND markets to maintain a \"healthy supply demand balance\" throughout the rest of the year, and that the industry's progress in resolving non-memory component shortages (which indirectly curb the market's appetite for memory chips) will buoy its near-term growth.3. Expanding gross and operating marginsMicron's adjusted gross margin expanded both sequentially and year over year in the second quarter. Its adjusted operating margin dipped sequentially but also significantly expanded year over year. Let's dive into the numbers.PeriodQ2 2021Q1 2022Q2 2022Gross margin32.9%47%47.8%Operating margin20.2%35.4%35.3%Data source: Micron. Non-GAAP basis.For the third quarter, Micron expects its adjusted gross margin to rise to about 48% as both its DRAM and NAND gross margins improve sequentially -- even as it recognizes a higher mix of lower-margin NAND revenues.4. Limited exposure to Russia and UkraineOver the past month, Ukraine war has exacerbated the global chip shortage by disrupting supplies of neon gas and other minerals.But during the conference call, Micron CEO Sanjay Mehrotra said the company had \"strategically diversified\" its supply chain over the past few years and maintained \"appropriate inventories of materials and noble gases.\" Therefore, it doesn't anticipate \"any negative impact\" to its \"near-term production volumes\" from the Russian-Ukrainian conflict.Mehrotra said the conflict could still cause some of Micron's costs to rise as it secures a \"supply of certain raw materials that could be at risk.\" However, its gross margin forecast for the third quarter strongly suggests it will offset those costs with higher average selling prices.5. A very attractive valuationMicron trades at just eight times forward earnings, making it one of the market's cheapest major semiconductor stocks.Intel trades at 14 times forward earnings, while Qualcomm has a forward price-to-earnings ratio of 13.Yet Micron is also growing at a much faster rate than both chipmakers. Analysts expect Micron's adjusted earnings to grow a whopping 51% this year and increase another 35% in fiscal 2023. Over the next five years, they expect its annual earnings to grow at an average rate of about 25% -- which gives it a low PEG ratio of 0.9. Generally speaking, a PEG ratio under 1.0 is considered deeply undervalued.The one reason to sell Micron: A cyclical slowdownMicron usually trades at a discount to larger chipmakers like Intel and Qualcomm because its core business is less diversified and more cyclical.As a pure-play memory chipmaker, Micron's growth is pinned to the boom and bust cycles of the DRAM and NAND markets. During its last bust in 2019, Micron's revenue declined year over year forsix straight quartersbefore returning to growth in the third quarter of fiscal 2020. That's when its current boom cycle started.It's unclear when this growth cycle will end. But when it does, it will likely cause Micron to abruptly miss Wall Street's optimistic forecasts.The strengths still outweigh the weaknessesMicron's growth will eventually decelerate, but the current super cycle of chip upgrades should last for at least another year. Therefore, I firmly believe Micron still has plenty of room to run -- since investors seem to be ignoring its obvious strengths and fretting too much over a future slowdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019664400,"gmtCreate":1648596817047,"gmtModify":1676534359261,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>wow 40% up","listText":"<a href=\"https://ttm.financial/S/CLVR\">$Clever Leaves Holdings Inc.(CLVR)$</a>wow 40% up","text":"$Clever Leaves Holdings Inc.(CLVR)$wow 40% up","images":[{"img":"https://community-static.tradeup.com/news/c6f0d9ad141bcf08904f0362555b7762","width":"1125","height":"3975"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019664400","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9006277154,"gmtCreate":1641774739784,"gmtModify":1676533646783,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006277154","repostId":"1126310439","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967004877,"gmtCreate":1670219679100,"gmtModify":1676538323429,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/2a09a8aa59989281e24e6298b8fa3a27","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9967004877","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987210156,"gmtCreate":1667917010075,"gmtModify":1676537984221,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v> 😂&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><v-v data-views=\"1\"></v-v> 😂&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ 😂","images":[{"img":"https://community-static.tradeup.com/news/81482f70e7a8df4bd092b2731367a76b","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9987210156","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109461531395300","authorId":"4109461531395300","name":"mars_venus","avatar":"https://community-static.tradeup.com/news/ea793d9d9a87db218b2f1749bf6ddfee","crmLevel":2,"crmLevelSwitch":0,"idStr":"4109461531395300","authorIdStr":"4109461531395300"},"content":"why is it not going up?","text":"why is it not going up?","html":"why is it not going up?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9005563780,"gmtCreate":1642364408578,"gmtModify":1676533703567,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"PLTR <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","listText":"PLTR <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"PLTR $Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005563780","repostId":"1169852230","repostType":4,"repost":{"id":"1169852230","kind":"news","pubTimestamp":1642295348,"share":"https://ttm.financial/m/news/1169852230?lang=&edition=fundamental","pubTime":"2022-01-16 09:09","market":"us","language":"en","title":"Palantir: The Myth Of Overvaluation","url":"https://stock-news.laohu8.com/highlight/detail?id=1169852230","media":"Seeking Alpha","summary":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares o","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir went through a large drop in pricing in Q4’21 and in the early days of 2022.</li><li>Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.</li><li>Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.</li></ul><p>The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don&#39;t see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm&#39;s commercial growth. That Palantir is overvalued, is a myth!</p><p><b>Commercial revenue growth could accelerate as new products launch</b></p><p>There are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.</p><p>What am I most excited about, as a Palantir investor, is Palantir&#39;s opening of a new growth frontier in the big data world. Palantir will start to roll out its &#34;Foundry for Crypto&#34; in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir&#39;s Foundry for Crypto could make a big difference in legitimizing this industry.</p><p>Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir&#39;s Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir&#39;s Foundry for Crypto platform by leading market institutions could materially accelerate Palantir&#39;s commercial revenue growth.</p><p>Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir&#39;s commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm&#39;s products and services. Palantir&#39;s commercial revenue growth accelerated from 19% in Q1&#39;21 to 28% in Q2&#39;21, and then to 37% in Q3&#39;21. Palantir&#39;s revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3&#39;21.</p><p><b>Palantir is not overvalued based on expected free cash flow ramp</b></p><p>Palantir&#39;s business reached a critical point in FY 2021 and the proof is in the company&#39;s growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir&#39;s Q3&#39;21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.<img src=\"https://static.tigerbbs.com/5e54fb7120d0b51650400b5081ae56a9\" tg-width=\"1280\" tg-height=\"413\" width=\"100%\" height=\"auto\"/>I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm&#39;s products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir&#39;s free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.<img src=\"https://static.tigerbbs.com/48214b624573bdb844c741431b6fac4e\" tg-width=\"599\" tg-height=\"163\" width=\"100%\" height=\"auto\"/>And investors should not forget about this potentially massive income stream…</p><p><b>The &#34;forgotten&#34; SPAC business</b></p><p>Palantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3&#39;21, the firm&#39;s total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.<img src=\"https://static.tigerbbs.com/c452699a2b9ef7ab9b9b5f16074fd788\" tg-width=\"935\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><b>Risks with Palantir</b></p><p>The biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm&#39;s business model works in practice. Palantir&#39;s business is evolving and progress is measurable and undeniable. The proof is in Palantir&#39;s improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir&#39;s services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3&#39;21, there is no evidence that customers are unhappy with the services they receive. Palantir&#39;s total customer base increased at a massive 20% rate quarter over quarter in Q3&#39;21, proving significant momentum in customer sign-ups.</p><p>I am willing to change my opinion on Palantir if the firm&#39;s actual revenue growth rates and free cash flow margins drop below my estimates.</p><p><b>Final thoughts</b></p><p>Based off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!</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: The Myth Of Overvaluation</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: The Myth Of Overvaluation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169852230","content_text":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don't see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm's commercial growth. That Palantir is overvalued, is a myth!Commercial revenue growth could accelerate as new products launchThere are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.What am I most excited about, as a Palantir investor, is Palantir's opening of a new growth frontier in the big data world. Palantir will start to roll out its \"Foundry for Crypto\" in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir's Foundry for Crypto could make a big difference in legitimizing this industry.Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir's Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir's Foundry for Crypto platform by leading market institutions could materially accelerate Palantir's commercial revenue growth.Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir's commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm's products and services. Palantir's commercial revenue growth accelerated from 19% in Q1'21 to 28% in Q2'21, and then to 37% in Q3'21. Palantir's revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3'21.Palantir is not overvalued based on expected free cash flow rampPalantir's business reached a critical point in FY 2021 and the proof is in the company's growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir's Q3'21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm's products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir's free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.And investors should not forget about this potentially massive income stream…The \"forgotten\" SPAC businessPalantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3'21, the firm's total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.Risks with PalantirThe biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm's business model works in practice. Palantir's business is evolving and progress is measurable and undeniable. The proof is in Palantir's improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir's services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3'21, there is no evidence that customers are unhappy with the services they receive. Palantir's total customer base increased at a massive 20% rate quarter over quarter in Q3'21, proving significant momentum in customer sign-ups.I am willing to change my opinion on Palantir if the firm's actual revenue growth rates and free cash flow margins drop below my estimates.Final thoughtsBased off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011840885,"gmtCreate":1648857514914,"gmtModify":1676534410644,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Waiting for another dip","listText":"Waiting for another dip","text":"Waiting for another dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011840885","repostId":"2224343469","repostType":4,"repost":{"id":"2224343469","kind":"highlight","pubTimestamp":1648815715,"share":"https://ttm.financial/m/news/2224343469?lang=&edition=fundamental","pubTime":"2022-04-01 20:21","market":"us","language":"en","title":"Should You Buy Tesla Now or Wait Until After the Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2224343469","media":"Motley Fool","summary":"This latest announcement by the electric vehicle pioneer has investors taking a fresh look.","content":"<html><head></head><body><p><b>Tesla</b> is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly harsh to wildly enthusiastic -- and everything in between. There&#39;s no arguing, however, that Tesla has changed the way the public at large views electric vehicles (EVs), becoming the industry leader in the process.</p><p>The company isn&#39;t known for being a wallflower, attracting attention to its achievements and frequently making headlines. So it shouldn&#39;t come as a surprise to investors that Tesla is breaking with convention and considering <i>another</i> stock split, less than two years after the company&#39;s first splitting of its shares.</p><p>Investors considering buying Tesla stock or adding to an existing position are faced with an interesting conundrum: Should they buy shares now, or wait until after the stock split?</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672565%2Ftesla-model-s-01.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>Buy now, or wait for the split?</h2><p>Tesla last split its shares in 2020, recently enough to provide insight into whether investors should buy the stock now or wait until after the split. A pattern has emerged in recent years that seems particularly pronounced with well-known and highly followed stocks, as noted by my friend and Motley Fool colleague Dan Caplinger:</p><ul><li>From the time of the announcement until split-adjusted trading began, the stock price tended to surge, outpacing the overall market.</li><li>Immediately following and several days after the stock split there <i>could</i> be additional stock price gains.</li><li>Shortly after the split, the stock tended to continue the trajectory it was on before the announcement of the stock split.</li></ul><p>Tesla varied somewhat from that pattern. From the time of its stock split announcement to its completion, shares surged 81%. However, during the eight days <i>following</i> the split, Tesla shares slumped more than 30%, before rebounding and beginning a relentless climb higher.</p><p>In fact, from the date of the stock split announcement in early August through the end of 2020 -- a period of about five months -- Tesla shares gained nearly 157% overall. It wasn&#39;t all wine and roses, however. Investor enthusiasm didn&#39;t insulate the stock from the occasional downturn, as shares have fallen by 25% <i>or more</i> on five separate occasions since the stock split was announced. The lesson here is that investor psychology alone isn&#39;t enough to propel a stock higher over the long term.</p><p>What&#39;s different this time is that Tesla has telegraphed to investors its intent to initiate another stock split. At this point, we don&#39;t yet know the timing of the split or what the ratio for the split will be. That information will likely be available as soon as Tesla releases a proxy statement in advance of its annual meeting, since the move to increase the share count will require shareholder approval.</p><p>That means investors still have time to get a jump on the stock in advance of the full announcement -- but should they?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e13dc6ff15526c1e6e0770e498eaee0\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>It depends</h2><p>As with so many things, the answer to this question is &#34;it depends.&#34; If you aren&#39;t interested in being a Tesla shareholder, the mere announcement of a pending stock split shouldn&#39;t be a reason for you to invest.</p><p>If you <i>are</i> interested in becoming a Tesla shareholder, the decision is largely dictated by your personal circumstances and the limitations set by your broker. Tesla shares are currently priced at roughly $1,100 per share (as of this writing). If you have sufficient capital to lay out for one or more full shares of Tesla stock, there&#39;s no reason not to add to a position or start a new one now.</p><p>For those who don&#39;t have that much cash to invest, some brokers permit the purchase of fractional shares, buying some portion of a full share depending on how much money you have to invest. If your broker doesn&#39;t have a provision for trading fractional shares, you can simply wait until after the stock split in the hopes that the split-adjusted price is more in line with your budget.</p><h2>Reasons to be bullish</h2><p>Investors need only review Tesla&#39;s recent results for evidence that the stock is a buy. The company announced record deliveries in the fourth quarter, with 308,600 vehicles, which vastly outperformed analysts&#39; consensus estimates of 267,000. The full-year numbers were equally impressive, with 936,172 deliveries, well ahead of expectations of 897,000.</p><p>Robust production and deliveries sparked sterling financial results, as fourth-quarter revenue of $17.7 billion surged 65% year over year. At the same time, operating expenses grew just 50%, dropping more profit to the bottom line and driving adjusted net income to $2.88 billion, up 219%. Expanding profit margins are a clear indication that Tesla has achieved scale.</p><p>Recent developments suggest this could be just the beginning. Last year, Tesla said it expects to achieve 50% annual growth in vehicle deliveries &#34;over a multi-year horizon,&#34; a forecast it reiterated in its most recent quarter. With both the Berlin Gigafactory and the Texas Gigafactory coming online, Tesla has the production capacity to make that outlook a reality.</p><p>Given the ongoing demand for its industry-leading EVs, its increasing manufacturing capability, and its robust financial results, it doesn&#39;t really matter whether you buy Tesla stock now or wait until after the split. Just as long as you buy it.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Tesla Now or Wait Until After the Stock Split?</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\">\nShould You Buy Tesla Now or Wait Until After the Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/04/01/should-buy-tesla-now-wait-until-after-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224343469","content_text":"Tesla is one of the most highly publicized and widely followed companies on Wall Street. Most investors have an opinion regarding the company and its enigmatic CEO Elon Musk, ranging from blisteringly harsh to wildly enthusiastic -- and everything in between. There's no arguing, however, that Tesla has changed the way the public at large views electric vehicles (EVs), becoming the industry leader in the process.The company isn't known for being a wallflower, attracting attention to its achievements and frequently making headlines. So it shouldn't come as a surprise to investors that Tesla is breaking with convention and considering another stock split, less than two years after the company's first splitting of its shares.Investors considering buying Tesla stock or adding to an existing position are faced with an interesting conundrum: Should they buy shares now, or wait until after the stock split?Image source: Tesla.Buy now, or wait for the split?Tesla last split its shares in 2020, recently enough to provide insight into whether investors should buy the stock now or wait until after the split. A pattern has emerged in recent years that seems particularly pronounced with well-known and highly followed stocks, as noted by my friend and Motley Fool colleague Dan Caplinger:From the time of the announcement until split-adjusted trading began, the stock price tended to surge, outpacing the overall market.Immediately following and several days after the stock split there could be additional stock price gains.Shortly after the split, the stock tended to continue the trajectory it was on before the announcement of the stock split.Tesla varied somewhat from that pattern. From the time of its stock split announcement to its completion, shares surged 81%. However, during the eight days following the split, Tesla shares slumped more than 30%, before rebounding and beginning a relentless climb higher.In fact, from the date of the stock split announcement in early August through the end of 2020 -- a period of about five months -- Tesla shares gained nearly 157% overall. It wasn't all wine and roses, however. Investor enthusiasm didn't insulate the stock from the occasional downturn, as shares have fallen by 25% or more on five separate occasions since the stock split was announced. The lesson here is that investor psychology alone isn't enough to propel a stock higher over the long term.What's different this time is that Tesla has telegraphed to investors its intent to initiate another stock split. At this point, we don't yet know the timing of the split or what the ratio for the split will be. That information will likely be available as soon as Tesla releases a proxy statement in advance of its annual meeting, since the move to increase the share count will require shareholder approval.That means investors still have time to get a jump on the stock in advance of the full announcement -- but should they?Image source: Getty Images.It dependsAs with so many things, the answer to this question is \"it depends.\" If you aren't interested in being a Tesla shareholder, the mere announcement of a pending stock split shouldn't be a reason for you to invest.If you are interested in becoming a Tesla shareholder, the decision is largely dictated by your personal circumstances and the limitations set by your broker. Tesla shares are currently priced at roughly $1,100 per share (as of this writing). If you have sufficient capital to lay out for one or more full shares of Tesla stock, there's no reason not to add to a position or start a new one now.For those who don't have that much cash to invest, some brokers permit the purchase of fractional shares, buying some portion of a full share depending on how much money you have to invest. If your broker doesn't have a provision for trading fractional shares, you can simply wait until after the stock split in the hopes that the split-adjusted price is more in line with your budget.Reasons to be bullishInvestors need only review Tesla's recent results for evidence that the stock is a buy. The company announced record deliveries in the fourth quarter, with 308,600 vehicles, which vastly outperformed analysts' consensus estimates of 267,000. The full-year numbers were equally impressive, with 936,172 deliveries, well ahead of expectations of 897,000.Robust production and deliveries sparked sterling financial results, as fourth-quarter revenue of $17.7 billion surged 65% year over year. At the same time, operating expenses grew just 50%, dropping more profit to the bottom line and driving adjusted net income to $2.88 billion, up 219%. Expanding profit margins are a clear indication that Tesla has achieved scale.Recent developments suggest this could be just the beginning. Last year, Tesla said it expects to achieve 50% annual growth in vehicle deliveries \"over a multi-year horizon,\" a forecast it reiterated in its most recent quarter. With both the Berlin Gigafactory and the Texas Gigafactory coming online, Tesla has the production capacity to make that outlook a reality.Given the ongoing demand for its industry-leading EVs, its increasing manufacturing capability, and its robust financial results, it doesn't really matter whether you buy Tesla stock now or wait until after the split. Just as long as you buy it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929316585,"gmtCreate":1670600078647,"gmtModify":1676538402615,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Why up Again?&nbsp;[LOL]&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Why up Again?&nbsp;[LOL]&nbsp;","text":"$Tesla Motors(TSLA)$ Why up Again? [LOL]","images":[{"img":"https://community-static.tradeup.com/news/ecaa3bf87619090dda9b156efc530b7a","width":"1125","height":"6762"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929316585","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9964149832,"gmtCreate":1670114458227,"gmtModify":1676538303491,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/f47d050952d78b5fb32b965a8f8e25ce","width":"1125","height":"1884"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964149832","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912117706,"gmtCreate":1664770271105,"gmtModify":1676537505787,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a><v-v data-views=\"1\"></v-v>","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$","images":[{"img":"https://community-static.tradeup.com/news/bf2fafefdd8c635098cbefe7f25d710d","width":"1170","height":"2352"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912117706","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9995407928,"gmtCreate":1661490467467,"gmtModify":1676536529941,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"Ohh really!!!? I'll still hold as it's a value stock&nbsp;","listText":"Ohh really!!!? I'll still hold as it's a value stock&nbsp;","text":"Ohh really!!!? I'll still hold as it's a value stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995407928","repostId":"1130817581","repostType":2,"repost":{"id":"1130817581","kind":"news","pubTimestamp":1661486292,"share":"https://ttm.financial/m/news/1130817581?lang=&edition=fundamental","pubTime":"2022-08-26 11:58","market":"us","language":"en","title":"Nvidia Stock: Get Out Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1130817581","media":"Seeking Alpha","summary":"SummaryNvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.</li><li>However, with cryptocurrency mining GPU demand in deep decline, Nvidia&#39;s problems could last longer than a few quarters.</li><li>Nvidia&#39;s valuation is still high, and earnings estimates should see more downward revisions.</li><li>I&#39;m comfortable about revisiting this stock in the $100-120 range, but for now, Nvidia is a sell.</li></ul><p>NVIDIA Corporation&#39;s (NASDAQ:NVDA) market cap reached an absurd high of more than $800 billion during the tech-top in November 2021. During this bubble phase, Nvidia&#39;s stock hit an all-time high of around $350, trading at more than 100 times TTM non-GAAP EPS (approximately 40 times TTM sales). Then, the Fed pricked the ultra-high multiple bubble, and many stocks, including Nvidia, crashed.</p><p>I warned about the &#34;Epic Drop&#34; in my late-November article, and one of my prime examples of the coming crash was Nvidia. However, despite being one of the most shockingly overvalued stocks of its time, Nvidia&#39;s problems run much deeper than the typical temporary overvalued company.</p><p>Nvidia reported earnings in line with its preannounced figures but well below prior guidance and analysts&#39; estimates. Moreover, the company&#39;s guidance was disappointing. Nvidia is not only suffering from overvaluation problems and a challenging macroeconomic backdrop. The company has entered a severe decline phase, and the market is probably underestimating how serious the situation is for Nvidia.</p><p>The company faces several challenging headwinds to its top line, and its bottom line may continue deteriorating in the coming quarters. Therefore, we will probably see earnings estimates and EPS decrease more than anticipated. Meanwhile, the stock should attempt to find a base, but a reasonable entry price may be around $100-120.</p><p><b>The Bubble Days Are Over - More Downside Ahead</b><img src=\"https://static.tigerbbs.com/3f1f84840d4c1f577471f0d35df1f240\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\"/></p><p>NVDA(StockCharts.com)</p><p>This is only a three-year chart of Nvidia. So, we see that before the recent decline phase Nvidia skyrocketed by nearly 10X in just around two years. So, what occurred in this time frame? Why did we see such remarkable demand for Nvidia stock?</p><p>We can point to several elements. Nvidia weathered the coronavirus slow down better than many other companies as much of its gaming business is related to gaming. Then, Nvidia received a post-coronavirus recovery boost as well. The company&#39;s revenues surged by 40-60% or more in many quarters in 2020/2021, and investors loved its performance and stock.</p><p>The insatiable demand pushed the stock to grossly overbought and ludicrously overvalued levels (roughly 40 times trailing sales). However, what was the true catalyst behind this move? The company claimed that it benefited from surging gaming-related revenues. However, earlier this year, Nvidia settled with the SECfor failing to disclose its cryptocurrency-related sales.</p><p>A significant portion of Nvidia&#39;s GPU sales went towards cryptocurrency mining. Unfortunately, we cannot know precisely how much of the GPU sales were cryptocurrency related as the company did not disclose the numbers. However, we know that Nvidia&#39;s GPUs were widely used in Ethereum and other cryptocurrency mining, but sadly for the company, these sales are ending.</p><p><b>The End Of An Era</b></p><p>Nvidia&#39;s revenues benefited greatly from surging Ethereum and other cryptocurrency-related sales. When we look at Nvidia&#39;s surging sales in 2020/2021, this time frame coincides with the significant bull market in Ethereum and other digital assets. However, now the company is reporting sharp drops in sales. Nvidia&#39;s cryptocurrency mining processor (&#34;CMP&#34;) sales were down by66% YoY to just $140 million last quarter. While the company has a CMP GPU line dedicated to cryptocurrency mining, some of its gaming GPUs also went to cryptocurrency miners.</p><p>The massive problem Nvidia faces now is Ethereum&#39;s pivot away from GPU mining. Ethereum has been the driver of cryptocurrency-related mining GPU sales in recent years. However, Ethereum is moving away from intensive GPU mining, and the switch from proof-of-work to the proof-of-stake protocol should be complete soon.</p><p>Proof-of-stake is far less intensive and requires nothing near the computing power of proof-of-work. Therefore, the Ethereum network will not need a growing number of GPUs. On the contrary, as we advance, there will probably be a remarkably high number of unneeded GPUs.</p><p>Another reason why Nvidia&#39;s revenues spiked so rapidly was the GPU shortage. You&#39;d be lucky to get a quality GPU at MSRPin 2020/2021. Due to the GPU shortage, Nvidia&#39;s graphic cards could sell for two times MSRP or higher in many cases throughout this time frame. Naturally, this phenomenon significantly contributed to the company&#39;s skyrocketing revenues. We can presume that this dynamic occurred partially due to the substantial demand from the cryptocurrency segment.</p><p><b>What We Are Left With Now</b></p><p>Ethereum is moving away from GPU mining. Bitcoin and other digital assets rely more on ASIC miners over GPUs. We see Nvidia&#39;s CMP GPU sales are crashing, and general &#34;gaming&#34; revenues have declined by 33%YoY. Therefore, Nvidia faces a severe problem. A substantial portion of the company&#39;s gains may be gone permanently.</p><p>Additionally, Nvidia will no longer benefit from the cryptocurrency segment&#39;s growth. Moreover, the company will no longer benefit from the surging GPU prices it saw in 2020/2021. Instead, Nvidia faces the problem of cheaper GPUs, lower margins, and worsening profitability as the company moves forward.</p><p><b>Nvidia RTX 3080 Price Decline</b></p><p><img src=\"https://static.tigerbbs.com/25c65b3c0628b532f5748f8d4c917726\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia RTX 3080(the verge.com )</p><p>We&#39;ve seen a price drop of about 65% for Nvidia&#39;s RTX 3080 GPU since the price peaked last year. This image captures Nvidia&#39;s GPU market and the company&#39;s problem. We will probably see prices stabilize and possibly move up marginally. However, we will not likely see significant price rises any time soon. After years of shortages, the market is oversaturated with Nvidia&#39;s GPUs. We are now seeing the opposite effect and probably have not yet seen the full impact of the oversupply. We must consider that unwanted mining GPUs could further flood the market, exacerbating the supply/demand issue.</p><p><b>We See It In The Results</b><img src=\"https://static.tigerbbs.com/1d7cfe94a82a2e7b2f943115d8e70bcc\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia 8-K(investor.nvidia.com)</p><p>Nvidia&#39;s Q2 results were shockingly poor, and &#34;challenging macroeconomic conditions&#34; do not justify a 19% QoQ revenue drop. Less than one year ago, Nvidia was valued at more than 100 times trailing earnings and now sees YoY growth of just 3% YoY. Moreover, despite only a 3% revenue gain, the company&#39;s operating expenses surged by 36% YoY. Therefore, we see gross margins down substantially, operating income down by 80%, and net income down by 72%.</p><p><b>Now, Let&#39;s Check the Guidance</b><img src=\"https://static.tigerbbs.com/886574b4a6331498106528a2834f5675\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia Q3 guidance(investor.nvidia.com)</p><p>The company guided to just $5.9 billion in revenues for Q3, 15% below the consensus forecast of$6.95 billion. $5.9 billion will be the company&#39;s second consecutive QoQ decline, equating to a YoY drop of 17%. Additionally, the company guided GAAP and non-GAAP gross margins of 62.4% and 65%. However, such a substantial rebound in gross margin will be challenging to achieve, and the company may report gross margins closer to 45-50%, substantially worse than its forecasts. Nvidia&#39;s GPU segment may continue struggling, leading to lower profitability and a worsening long-term image for the company.</p><p><b>Valuation - Still Too High</b></p><p>Nvidia has gone through a severe repricing phase. While the stock is not trading near 100 times TTM earnings, it&#39;s still expensive. Also, we must consider that the market began revising Nvidia&#39;s earnings lower and may not be done.</p><p><b>EPS Revisions</b></p><p><img src=\"https://static.tigerbbs.com/a56bd255c30f267c1fc7d8825b330556\" tg-width=\"640\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>EPS revisions(SeekingAlpha.com )</p><p>We see that the EPS forecast trend is lower here. However, considering that Nvidia recently came out with a horrible preannouncement and even more recently provided disappointing guidance, estimates should still go lower. Furthermore, EPS estimates may be too optimistic, as it is unclear whether Nvidia will have such impressive EPS growth in future years.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/699c23f05dea3cbeb873da0db62a239d\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>EPS estimates(SeekingAlpha.com)</p><p>One factor seems clear. The stock is still too expensive here. With an expected EPS of $3.75 this year, Nvidia&#39;s P/E ratio is 45, still very high. EPS projections are for $5.46 next year. However, this figure seems too high, cannot be trusted, and will likely get revised lower. Nevertheless, even if we apply the $5.46 EPS estimates, we still arrive at a P/E of more than 30 for Nvidia. Over thirty times questionable projected earnings is a high price for a company facing significant top and bottom line pressures and will probably see more earnings estimate declines.</p><p>I anticipate that Nvidia could earn towards the lower end of current estimates, roughly $4 in EPS in fiscal 2024. Also, Nvidia deserves a lower P/E multiple due to poor performance and uncertainty. I&#39;m comfortable with a forward P/E of 25-30 on a projected EPS of $4 for next year. This dynamic brings us to a buy-in price target of $100-120. In this range, Nvidia becomes a buy, but now at $170, the stock is a sell in my view. I will revisit this stock in the $100-120 range. Until then, there are better stocks to buy.</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>Nvidia Stock: Get Out Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Get Out Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537078-nvidia-get-out-now?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A5><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.However, with cryptocurrency mining GPU demand in deep decline, Nvidia's problems could last longer ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537078-nvidia-get-out-now?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537078-nvidia-get-out-now?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130817581","content_text":"SummaryNvidia reported horrible Q2 numbers and provided disappointing guidance for the next quarter.However, with cryptocurrency mining GPU demand in deep decline, Nvidia's problems could last longer than a few quarters.Nvidia's valuation is still high, and earnings estimates should see more downward revisions.I'm comfortable about revisiting this stock in the $100-120 range, but for now, Nvidia is a sell.NVIDIA Corporation's (NASDAQ:NVDA) market cap reached an absurd high of more than $800 billion during the tech-top in November 2021. During this bubble phase, Nvidia's stock hit an all-time high of around $350, trading at more than 100 times TTM non-GAAP EPS (approximately 40 times TTM sales). Then, the Fed pricked the ultra-high multiple bubble, and many stocks, including Nvidia, crashed.I warned about the \"Epic Drop\" in my late-November article, and one of my prime examples of the coming crash was Nvidia. However, despite being one of the most shockingly overvalued stocks of its time, Nvidia's problems run much deeper than the typical temporary overvalued company.Nvidia reported earnings in line with its preannounced figures but well below prior guidance and analysts' estimates. Moreover, the company's guidance was disappointing. Nvidia is not only suffering from overvaluation problems and a challenging macroeconomic backdrop. The company has entered a severe decline phase, and the market is probably underestimating how serious the situation is for Nvidia.The company faces several challenging headwinds to its top line, and its bottom line may continue deteriorating in the coming quarters. Therefore, we will probably see earnings estimates and EPS decrease more than anticipated. Meanwhile, the stock should attempt to find a base, but a reasonable entry price may be around $100-120.The Bubble Days Are Over - More Downside AheadNVDA(StockCharts.com)This is only a three-year chart of Nvidia. So, we see that before the recent decline phase Nvidia skyrocketed by nearly 10X in just around two years. So, what occurred in this time frame? Why did we see such remarkable demand for Nvidia stock?We can point to several elements. Nvidia weathered the coronavirus slow down better than many other companies as much of its gaming business is related to gaming. Then, Nvidia received a post-coronavirus recovery boost as well. The company's revenues surged by 40-60% or more in many quarters in 2020/2021, and investors loved its performance and stock.The insatiable demand pushed the stock to grossly overbought and ludicrously overvalued levels (roughly 40 times trailing sales). However, what was the true catalyst behind this move? The company claimed that it benefited from surging gaming-related revenues. However, earlier this year, Nvidia settled with the SECfor failing to disclose its cryptocurrency-related sales.A significant portion of Nvidia's GPU sales went towards cryptocurrency mining. Unfortunately, we cannot know precisely how much of the GPU sales were cryptocurrency related as the company did not disclose the numbers. However, we know that Nvidia's GPUs were widely used in Ethereum and other cryptocurrency mining, but sadly for the company, these sales are ending.The End Of An EraNvidia's revenues benefited greatly from surging Ethereum and other cryptocurrency-related sales. When we look at Nvidia's surging sales in 2020/2021, this time frame coincides with the significant bull market in Ethereum and other digital assets. However, now the company is reporting sharp drops in sales. Nvidia's cryptocurrency mining processor (\"CMP\") sales were down by66% YoY to just $140 million last quarter. While the company has a CMP GPU line dedicated to cryptocurrency mining, some of its gaming GPUs also went to cryptocurrency miners.The massive problem Nvidia faces now is Ethereum's pivot away from GPU mining. Ethereum has been the driver of cryptocurrency-related mining GPU sales in recent years. However, Ethereum is moving away from intensive GPU mining, and the switch from proof-of-work to the proof-of-stake protocol should be complete soon.Proof-of-stake is far less intensive and requires nothing near the computing power of proof-of-work. Therefore, the Ethereum network will not need a growing number of GPUs. On the contrary, as we advance, there will probably be a remarkably high number of unneeded GPUs.Another reason why Nvidia's revenues spiked so rapidly was the GPU shortage. You'd be lucky to get a quality GPU at MSRPin 2020/2021. Due to the GPU shortage, Nvidia's graphic cards could sell for two times MSRP or higher in many cases throughout this time frame. Naturally, this phenomenon significantly contributed to the company's skyrocketing revenues. We can presume that this dynamic occurred partially due to the substantial demand from the cryptocurrency segment.What We Are Left With NowEthereum is moving away from GPU mining. Bitcoin and other digital assets rely more on ASIC miners over GPUs. We see Nvidia's CMP GPU sales are crashing, and general \"gaming\" revenues have declined by 33%YoY. Therefore, Nvidia faces a severe problem. A substantial portion of the company's gains may be gone permanently.Additionally, Nvidia will no longer benefit from the cryptocurrency segment's growth. Moreover, the company will no longer benefit from the surging GPU prices it saw in 2020/2021. Instead, Nvidia faces the problem of cheaper GPUs, lower margins, and worsening profitability as the company moves forward.Nvidia RTX 3080 Price DeclineNvidia RTX 3080(the verge.com )We've seen a price drop of about 65% for Nvidia's RTX 3080 GPU since the price peaked last year. This image captures Nvidia's GPU market and the company's problem. We will probably see prices stabilize and possibly move up marginally. However, we will not likely see significant price rises any time soon. After years of shortages, the market is oversaturated with Nvidia's GPUs. We are now seeing the opposite effect and probably have not yet seen the full impact of the oversupply. We must consider that unwanted mining GPUs could further flood the market, exacerbating the supply/demand issue.We See It In The ResultsNvidia 8-K(investor.nvidia.com)Nvidia's Q2 results were shockingly poor, and \"challenging macroeconomic conditions\" do not justify a 19% QoQ revenue drop. Less than one year ago, Nvidia was valued at more than 100 times trailing earnings and now sees YoY growth of just 3% YoY. Moreover, despite only a 3% revenue gain, the company's operating expenses surged by 36% YoY. Therefore, we see gross margins down substantially, operating income down by 80%, and net income down by 72%.Now, Let's Check the GuidanceNvidia Q3 guidance(investor.nvidia.com)The company guided to just $5.9 billion in revenues for Q3, 15% below the consensus forecast of$6.95 billion. $5.9 billion will be the company's second consecutive QoQ decline, equating to a YoY drop of 17%. Additionally, the company guided GAAP and non-GAAP gross margins of 62.4% and 65%. However, such a substantial rebound in gross margin will be challenging to achieve, and the company may report gross margins closer to 45-50%, substantially worse than its forecasts. Nvidia's GPU segment may continue struggling, leading to lower profitability and a worsening long-term image for the company.Valuation - Still Too HighNvidia has gone through a severe repricing phase. While the stock is not trading near 100 times TTM earnings, it's still expensive. Also, we must consider that the market began revising Nvidia's earnings lower and may not be done.EPS RevisionsEPS revisions(SeekingAlpha.com )We see that the EPS forecast trend is lower here. However, considering that Nvidia recently came out with a horrible preannouncement and even more recently provided disappointing guidance, estimates should still go lower. Furthermore, EPS estimates may be too optimistic, as it is unclear whether Nvidia will have such impressive EPS growth in future years.EPS EstimatesEPS estimates(SeekingAlpha.com)One factor seems clear. The stock is still too expensive here. With an expected EPS of $3.75 this year, Nvidia's P/E ratio is 45, still very high. EPS projections are for $5.46 next year. However, this figure seems too high, cannot be trusted, and will likely get revised lower. Nevertheless, even if we apply the $5.46 EPS estimates, we still arrive at a P/E of more than 30 for Nvidia. Over thirty times questionable projected earnings is a high price for a company facing significant top and bottom line pressures and will probably see more earnings estimate declines.I anticipate that Nvidia could earn towards the lower end of current estimates, roughly $4 in EPS in fiscal 2024. Also, Nvidia deserves a lower P/E multiple due to poor performance and uncertainty. I'm comfortable with a forward P/E of 25-30 on a projected EPS of $4 for next year. This dynamic brings us to a buy-in price target of $100-120. In this range, Nvidia becomes a buy, but now at $170, the stock is a sell in my view. I will revisit this stock in the $100-120 range. Until then, there are better stocks to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072006605,"gmtCreate":1657928375107,"gmtModify":1676536081778,"author":{"id":"4100233072020540","authorId":"4100233072020540","name":"Donald TH","avatar":"https://static.tigerbbs.com/7bf62494f626cbc350515aa9d36ccc07","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100233072020540","authorIdStr":"4100233072020540"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AUE.SI\">$GOLDEN ENERGY AND RESOURCESLTD(AUE.SI)$</a>Nice&nbsp;","listText":"<a href=\"https://ttm.financial/S/AUE.SI\">$GOLDEN ENERGY AND RESOURCESLTD(AUE.SI)$</a>Nice&nbsp;","text":"$GOLDEN ENERGY AND RESOURCESLTD(AUE.SI)$Nice","images":[{"img":"https://community-static.tradeup.com/news/d94f1d6c2e1888ec016514e436cee7ce","width":"1170","height":"3066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072006605","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}